MICHAEL KUPIETZ, FileMaker Consultant

FILEMAKER CONSULTANT, sole proprietor, San Francisco, CA, 3/98 – present

I provide contract FileMaker Pro consulting and custom FileMaker platform solutions, training and general MacOS X platform expertise to a wide variety of nonprofits, individuals, and businesses of all sizes, both as an independent consultant and as subcontractor to national Filemaker consulting agencies. I have served clients ranging in size from sole proprietors, nonprofits, and small businesses, up through Fortune 500 corporations, and have included: biotech labs, internet startups, tour operators, ecommerce websites, preschools, a digital prepress agency, small publishing houses, psychotherapy clinics, the University of California, a sign shop, a music publishing company, staffing agencies, a trade show & convention promotional services provider, artists’ studios, a major national healthcare corporation, antique dealers, financial institutions, personnel agencies, a movie prop warehouse, massage therapists, a clothing retailer, a map and cartographic data company, a theater company, both small and large book publishers, a dentistry-oriented marketing corporation, and numerous educational and nonprofit groups. I have developed FileMaker Pro solutions for both Macintosh and Windows platforms and have ranged from 4 hours to 20 months in length.

Past projects have included:

• Long-term (2016-2023) sole developer and user support for very large 5000 field, 110 table, 90-user legacy MIS database system managing all aspects of corporate data for an international dental practice marketing corporation, including integrating new standalone accounting packages, CRM functions, and automatically sending/tracking communications by email/phone/integrations with web services including database-integrated SMS send/receive via Twilio, CyberSource payment processing, and SurveyMonkey survey result collection, integration with external PHP and Javascript pages for reporting, daily automated sales team schedule updates via SMS, calendaring system for managing system-wide automatic scheduling of appointments and work schedules around business holidays, generating complex statistical reports, full system per-user and per-department permissions and notification management, and database-wide logging of user actions and edits for audits.
• FileMaker Pro-based Stock and options trading and account management software, including broker REST API integration, integration with TradingView alerts and custom Pine Script indicators, automatic oAuth authentication flow, automated complex stop order generation based on ThinkOrSwim ThinkScript conditions, and live interactive javascript options risk/reward graphs.
• Automated FileMaker system including FileMaker WebDirect web browser interface for the pharmacovigilance department of biotechnology research corporation to automatically import new and revised CIOMS Form PDFs from clinical partners received via email, read and extract adverse reaction data out of PDFs, and track MedDRA information and FDA reporting requirements compliance
• Long-term ongoing client tracking database development and support for several large in-house community legal projects for nonprofit overseeing local county pretrial diversion programs
• Job tracking system FileMaker Pro 12 conversion and overhaul of existing databases for the main prototype fabrication lab of the world’s largest technology corporation
• iPad-based CRM app for a women’s clothing boutique using FileMaker Go
• Sports challenge and pop quiz participant registration and scoring system for trade show exhibitor, designed to handle up to 800 participants per day at 13 kiosk workstations, including iPad score entry stations implemented using FileMaker Go, and 53″ monitor leaderboard to display up-to-the-minute high scores.
• Long-term (20 months) onsite customization and support for existing FileMaker management database system for 100+ psychotherapist nonprofit clinic, including developing HIPAA-compliant patient records checking and management elements, HR and financial recordkeeping and reporting, automated therapist email notifications and alerts, and Federal standards-based electronic data interchange (EDI) with county health agencies.
• FileMaker Pro tutoring to help a boutique music publishing company owner learn to understand relational database structure so he can code and maintain his own database-based business tools
• Scientific study data and HR management databases for a biotechnology research lab, including desktop FileMaker client and browser-based web interfaces
• General MIS development and support for a nonprofit providing Buddhist spiritual training and literature to prison inmates
• Inventory and invoicing system for a movie prop rental house
• Back-end processing of customer data for an interactive web-based Business-to-Business directory and placement service, including two-way ODBC data transferal between office databases and live MySQL website back-end
• Customer reservations tracking, operator relations, scheduling and accounting system for adventure travel tour booking company
• CRM and scheduling app for a traveling grade-school-level music educator
• Student placement and records management system for a nationwide non-profit student exchange program
• Help, troubleshooting, and new development on an existing PHP front-end and FileMaker Server back-end database for a FileMaker Custom Web Publishing (CWP) website for class scheduling and student record management for a training company.
• FileMaker training sessions, 1-on-1 tutorials, and Q&A with a wide variety of individuals and small businesses
• Shelf signage printing system for national import/specialty food retail supermarket chain
• Job tracking system for the packaging design division of a sporting goods manufacturer
• FileMaker Pro v7 migration of digital asset management system for a corporate clothing manufacturer’s online store
• Mailing label formatting help for small local antique dealer
• Centralized job and time tracking system in 24 hour use at 50 workstation digital prepress company
• Lead and job tracking database for home improvement contractor, including data synchronization between “satellite” estimating databases on-site in laptops and primary database in office
• Appointment scheduling and patient record management for small massage therapy center
• Overhaul and troubleshooting of outdated MIS databases for a large nonprofit educational foundation and learning disabilities resource library
• Management system for elementary school PTA “scrip” fundraising program
• Centralized multi-campus work order tracking system for international computer manufacturing corporation
• Product catalog web page generation system and postage software integration for small software reseller
• Troubleshooting, performance optimization and customization of pre-existing budgeting databases for $40+ million dollar construction project
• Database instruments for recording and statistical analysis of psychiatric personality inventory results for use in evaluating worker’s compensation claims
• Ongoing troubleshooting, customization and staff instruction on MIS databases for an educational book publishing firm
• Ongoing maintenance and troubleshooting of relational management and subscriber information database system for a nonprofit magazine publisher

More detail on experience and completed projects available on request. Please inquire.

IT SUPPORT SPECIALIST, Sarai Inc. and Techtonics Inc., San Francisco Bay area, CA, 12/12-6/14 and 11/16 – present

Techtonics and Sarai are Bay Area full-service managed IT support services companies. I provide on-call and on-site technical support and troubleshooting for a variety of issues.

• Responsibilities include occasional networking, troubleshooting, and end-user support for a variety of small businesses and individuals, on an on-call basis.
• Served 3 days a week for 18 months as lead on-site IT & networking support, serving all IT needs for a 5,000 sq. ft. co-working space, including Macs, Windows, all peripherals, all networking support & maintenance, and managing Cisco cloud-based routers.

FILEMAKER DEVELOPER (4/94-3/12), IT MANAGER and WEBMASTER (9/97-3/12), BOOKKEEPER (4/94-1/96), Green Tortoise Adventure Travel, San Francisco, CA and Seattle, WA, 4/94 – 3/12

Green Tortoise Adventure Travel is a San Francisco-based adventure travel company which offers low-cost camping tours to outdoor destinations throughout North and Central America, and operates guesthouses catering to international travelers in San Francisco and Seattle. Responsibilities include company IT decision-making, administration, design and troubleshooting of both the office computer systems and website.

Responsibilities as in-house FILEMAKER PRO DEVELOPER (4/94-3/12) :

• Authored and administer large proprietary system of 20 related FileMaker Pro databases (500+ fields and 180 scripts in total) in 24 hour use at San Francisco and Seattle guesthouses to handle all front desk transactions, petty cash and vending activity, reservations, guest history information, occupancy and vacancy reporting, guest referral source tracking, accounting, management auditing and report generation
• Responsible for design decisions, administration and troubleshooting of system of 35+ management information databases hosted on FileMaker Pro Server at San Francisco location, including: relational passenger reservations system, travel information, office communications, online troubleshooting information and guidance, mailing lists, contact databases and more
• Authored FileMaker Pro-driven HTML code generator for to streamline process of updating schedule information on website
• Developed management information databases for Seattle guesthouse, including desk clerk shift closeout, employee records/payroll, work/rent trade accounting, and financial recordkeeping

Responsibilities as IT MANAGER (9/97-3/12):

• Administer, maintain and troubleshoot hardware, software and networking for office LAN of 13 Macintoshes at San Francisco location, including dedicated server, front desk clerk, phone staff, accounting, and graphics/DTP workstations
• Administrate and troubleshoot office internet connectivity and DHCP server software
• Responsible for administration and troubleshooting of system of 35+ management information databases hosted on FileMaker Pro Server at San Francisco location
• Set up, administrate and troubleshoot automated system backup
• Advise executives on all aspects of company hardware and software decisions
• Supervise and train staff in use of computer systems
• Provide consulting, troubleshooting and administration advice for 4 Macintosh ethernet LAN at company’s Seattle location

Responsibilities as WEBMASTER (9/97-7/07):

• Authored and maintained 130 page company website, including javascript, graphic design, CGI and PERL scripts
• Handle all company internet relations and online marketing and research
• Retrieve and report to management on website statistics for use in determining online marketing and design strategies
• Check website search engine placement for selected keywords, perform periodic search engine resubmission and web page optimization for engine placement

Responsibilities as BOOKKEEPER (4/94-1/96):

• Record keeping and report generation for Seattle Guesthouse using Quicken and FileMaker Pro, including business expense tracking, daily income records, credit card and checking account activity and statement reconciliation, and employee time sheets and records

MACINTOSH SPECIALIST, MacTemps and HandyMac/PC, Seattle, WA, 3/94 – 9/2000

MacTemps and HandyMac/PC are temporary staffing agencies specializing in placing Macintosh professionals with businesses throughout the San Francisco and Seattle areas respectively.

• Provided Macintosh expertise and administrative help to area law firms, banks, nonprofit groups, and more on assignments lasting from several days to 10 weeks
• Assignment responsibilities included light system maintenance and troubleshooting, database and spreadsheet design, legal and general word processing
• Provided 6 months of onsite FileMaker Pro development for a Business-to-Business website directory startup

IT & ADMINISTRATIVE ASSISTANT, Lawyers Alliance for New York, New York, NY, 8/92 – 7/93

Lawyers Alliance for New York is a non-profit law firm specializing in pro bono legal work for other 503(c) nonprofit groups. I worked with them on a “long-term temporary” basis.

• Administrated and maintained 12-Macintosh appleshare LAN, FileMaker Pro contact databases, and software library
• Assisted Operations Director in all aspects of office operations
• Provided general office computer support, including heavy word processing, clerical duties, and DTP

IT ASSISTANT, John Rooney Inc., Floral Park, NY, 8/88 – 6/92

John Rooney Inc. is a small general contracting business. I worked for Mr. Rooney during my summers and vacations while I was in college, occasionally coming to work for a few days while school was in session, and then part-time for 1 1/2 years after graduation.

• Worked closely with contractor in all aspects of office computer operations and record keeping, including word processing, spreadsheet design and maintenance, electronic bookkeeping, database upkeep, DTP, and clerical duties
• Created custom record keeping spreadsheets, accounting program and contact databases using Microsoft Excel macro language
• Instructed contractor and employees in use of Macintosh hardware and software

OFFICE OPERATIONS ASSISTANT, Intelligent Computer Music Systems, Inc., Albany, NY, 2/87 – 5/88

Intelligent Computer Music Systems developed interactive “algorithmic composition” MIDI music software for the Macintosh.

• Assisted president and office manager of company in all aspects of operations, including software demonstration and sales in office and at trade shows, telephone technical support, and clerical duties

ASSOCIATIONS

In the late 1990s I provided volunteer FileMaker support and training on an ongoing basis to the Burning Man Festival’s technical team and to users at Berkeley Mac User Group’s FileMaker Pro Special Interest Group.