Tamale Solutions


	Tamale^® Solutions Customization Tamale Solutions' Customization team leverages the Tamale API to deliver tailored functionality to meet a client's specific needs. Contact us for more information, or to create a statement of work on a project-by-project basis. Samples of past work: • Custom Data Views and Reports • Custom Templates • Custom Data Loads Download this information as a PDF Custom Data Views and Reports 1. RMS data combined into dynamically generated reports Customer need: Event-driven fund required custom filters and printable display of related calendar events. Back to List of Past Work 2. Summaries / Portfolio Runs Customer need: Track recent research and mark entities with no recent research; create dense reports to facilitate viewing, streamline workflow, resulting in increased operational efficiency. Back to List of Past Work 3. Recommentation Tracking: internal and external data in one report view Customer need: Relate recommendation to price movement and positioning; integrate external data with internal accounting systems; trading database provides full portfolio printout. Back to List of Past Work 4. Embedding / integration of an existing internal application and system Customer need: Seamless transition from an internal web application. Back to List of Past Work Custom Templates 1. Customized workflow interfaces Customer need: Integrate data entry, query views, provide aggregate views and printable reports. Back to List of Past Work Custom Data Loads 1. Lotus Notes Migration Customer need: Typically, uploading research database of more than 10,000 notes and 1,000 contacts into Tamale RMS, retaining original metadata and formatting. Back to List of Past Work 2. Shared directory categorization and upload Customer need: Migrate 5,000+ notes embedded in MS Word files, retaining formatting and extracting metadata. Back to List of Past Work 3. Historic Outlook inbox categorization and upload tool: The Outlook Practical Information Gatherer Customer need: Due to a high demand to migrate Outlook information to Tamale RMS, a sophisticated tool is availabe from Tamale Solutions for this purpose. Please ask your CS representative for details. Back to List of Past Work 4. Outlook form upload: migrating workflow Customer need: Migrate information captures in Outlook forms. Extend the workflow with email adapter usage. Transfer data from MS Sharepoint and other internal systems. Back to List of Past Work

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The Tamale API
RMS integrated into your proprietary workflow
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Customizing RMS to your needs | Specialized output templates and forms
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Tamale RMS is a software application that helps investment professional manage more information, more effectively.
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