Portfolio

Ruby Gems

Simple Form Materialize

Simple Form Materialize is here to help generate your configuration needed to using simple form with materialized styles. This gem is not intended to live forever in your gemfile. It must be in your gemfile to load the resources needed from the generator. Below in the installation section will detail out which gems to install for all to work.

Devise Materialize

Devise Materialize gem is here to generate you devise view in a materialize styled format with or w/o simple_form. This gem is not intended to live forever in your gemfile. It must be in your gemfile to load the resources needed from the generator. Below in the installation section will detail out which gems to install for all to work.

Gems Contributed Too

Other Open Source Contributions

Websites

nCino Feature Migrator

The Migrator is built to migrate nCino related Configuration Data on Salesforce.com platform from one org to another in its same data structure up to 11 Objects deep using create/insert methods.

Built: 2017-2018
The Migrator close

- Built using Ruby on Rails with a connection to Salesforce.com with restforce API. Built to fit a gap of moving data from one salesforce org to another salesforce org while maintaining data structure and a point and click interaction. Will migrate nCino Data structure for over 19 Feature Sets encapsulating 80+ objects performing create/insert commands using lookupKeys to ensure no duplicate data is created. Performs the migrations in a background job format taking a manual migration from 60+ hours to ~15 hours time based on number of Feature Sets needed.
- Inside this tool there is 3 generators developed to enhance the time to produce new feature migrations enabled inside the application.
Items Used in Site:

Salesforce Apps

Project Management (nCino)

This Application enabled nCino to better implment our Software keeping a simple tracking system built into the Salesforce.com platform alongside the nCino Application.

Managed Salesforce Package (nPMAPP)

Built on Salesforce.com Built: 2015-2016
Project Management (nCino) close

The Project Management Application enabled nCino Implementation Teams to track COnfiguration Tasks, Validation Tasks, and Issues found throughout the duration of a project. Recently the ability to track a Data Masterwork book was added. This enables a user to create a Data Dictionary of an Object and enables a user to see mappable fields on a given object and define what the mapping will be from the core extract. This enables better user interaction and tracking of the workbook through the life of the client.
Items Used in App:

Customer Health (nCino)

This Application was a first iteration of development for nCino to track Customer Health of nCino Clients

Built on Salesforce.com Built: 2014-2015
Customer Health (nCino) close

Now Depricated

This Application was a first iteration of development for nCino to track Customer Health of nCino Clients
Items Used in App:

Risk Rating Review Selector

An addon package to the nCino Platform to enhance the usage of nCino Risk Rating Review.
Items Used in App:

Built: 2016
Customer Success Administration

An addon package to the nCino Platform to help speed up the implamentation time of the nCino Platform for Credit Memo"s, Config Values, and Product State Config.
Items Used in App:

Built: 2016
Validation Rules Engine

Enables Admins to configure enhanced validation rules using declarative methods to validate data on a child or grandchild object from data point trigger on the parent object.
Items Used in App:

Built: 2016
nCino Overview

An addon package to the nCino Platform that enables users to see an overview of all loans in their system broken down by product line, stage, and status with the ability to view up to 1 million records and filter based on Branches and/or Team Members
Items Used in App:

Built: 2016
Covenant/Collateral UI Editors

An addon package to the nCino Platform that enables users to see Covenants and Collateral in a unique Page Layout based on their type using Field Sets inside the nCino User Interface.
Items Used in App:

Built: 2016
Other Notables
  • Products & Services View (Depricated Merged to Product) [Built: 2015]
  • Fee Management (A part of Platform Package) [Built: 2015]
  • Map Opportunity team to Loan Team [Built: 2016]
  • Map Loan Team to Product Package Team and De-Dupe [Built: 2016]
  • Copy Attachments from Credit Memo to Fields [Built: 2016]
  • Send Email When Task is Completed [Built: 2015]