Executive Summary

About Client

The world today is witnessing a growing trend in the use of technology in the health sector. This allowed us to assist our client, a pharmaceutical company in tracking medical devices and the quality of medicines on the go along with the inventory and transit status, and we supported them in AWS to IoT integration.

Project Background

In this case study, we achieved the following:

  • How we implemented a small AWS IoT integration application with a toolkit to assure product quality, elevate the efficiency of medical devices, and raise alerts in case manual intervention is required
  • Set up AWS for the application to manage the devices seamlessly
  • Interaction with the device to fetch vital information
  • Finally, creating a mobile application and using AWS IoT to monitor the devices

Scope & Requirement

We used the below solution components to create a responsive web application that gives a holistic view of all the devices connected to the system and information on their vital parameters. 

Implementation

Technology and Architecture

Technology/ Services used

We used AWS services and helped them to setup below 

  • Cloud: AWS
  • Organization setup: Control tower 
  • AWS SSO for authentication using existing AzureAD credentials
  • Policies setup: Created AWS service control policies
  • Templates created for using common AWS services 

Security & Compliance:

  • Tagging Policies
  • AWS config for compliance checks
  • NIST compliance
  • Guardrails
  • Security Hub

Network Architecture 

  • Site to Site VPN Architecture using Transit Gateway
  • Distributed AWS Network Firewall
  • Monitoring with Cloud Watch and VPC flow logs.

Backup and Recovery

  • Cloud systems and components used followed AWS’s well-Architected framework and the resources were all Multi-zone availability with uptime of 99.99% or more. 

Cost Optimization 

  • Alerts and notifications are configured in the AWS cost 

Code Management, Deployment

  • Cloudformation scripts for creating stacksets and scripts for generating AWS services was handed over to the client  

Challenges

We encountered some issues as below:

  • AWS setup and pricing were complicated to understand as it is based on usage and consumption, which was a difficult thing to assess at the start of the application
  • Ensuring data privacy and security is of utmost importance in this case. Since devices can be hacked without much effort due to poor encryption and that could allow unauthorized access
  • Impeccable quality assurance of the whole setup was to be achieved in this case of the pharmaceutical industry, which involves dealing with medicines are surgical instruments, so there was a need for honest sharing of information if anything was not going as expected.
  • Understanding the client’s vision of how they needed the UI was challenging.

Project Completion

Duration

 

 

Deliverables

  • Responsive web application
  • Login mechanism using 2 Factor authentication
  •  Integration with AWS IoT to send and receive data 
  • Creating screen design using SAP Build on Fiori Guidelines.
  • Raspberry Pi3
  • Humidity and Temperature sensor to be added
  • Using AWS IoT integration core functionality.
  • Responsive web application
  • Backend in Azure
  • Coding in C#, JavaScript, and Angular 5 using Fiori guidelines
  • Using MQTT to receive data

Support

  • 1 month of extended support
  • A template for Cloud formation stack to create more AWS resources using the available stacks
  • Screen-sharing sessions with a demo of how the services and new workloads can be deployed.

Testimonial

 

 

 

Feedback image

 

 

 

 

Evania Fernandes
building Manager
ultimate property group

Next Phase

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Executive Summary

9 January 2020

About Client

Ultimation Industries LLC has been a leader in the conveyor technologies and automation business for nearly 30 years and has grown to become one of the major conveyor manufacturers in USA. The core of the company’s capability is built around conveyor technologies and automation systems. Ultimation was founded in 1988, and the company has a long and successful history of servicing customers in the United States, Latin America and Europe. Ultimation’s executive leadership team are conveyor technologies experts. With decades of experience designing and building assembly line equipment that never stops working. They are clearly experts when it comes to Conveyor Technology and Automation.

  • More than 50+ Team members, 1000+ Customers and Vendors they needed  a system to manage the busienss effectively. 

https://www.ultimationinc.com

Project Background

Requirement was to move to a more effective robust system that covers the core modules that Ultimation was looking for. Client needed a system which should be easy to use, manage and still carry all the required functionality that the current system offers and many more. Peritos helped to align the client’s requirement and mapping the same with the Business processes and Business central By Microsoft came as a natural and obvious choice for the system to migrate from. The current Legacy system being used was SAGE-50 on Premise version 

Requirement

  • In the initial phase of requirement Gathering we agreed on the core modules to map thier existing business processe
  •  Integration with Multiple Ecommerce Solutions like WooCommerce, Amazon
  • Taxation was a problematic area where the customer was manually adding the tax options 

Scope and Feature List

  • Implement the modules as per the requirement which was defined in Scoping
    • Sales – Sales Quote, Sales order, Invoices and Shipment
    • Purchasing – Purchase orders, Receipt and Invoices 
    • Banking Reconciliation 
    • Finance Chart of accounts, General Ledgers, Payment reconciliation 
    • Reporting
    • Inventory and Item based MRP 
  • Decide on integration Scenarios via EBridge Connections  to create sales orders and then converting to invoices via batch 
  • Integration with Avalara for Taxation
  • MIgrate all Open balances for Customer, Vendor , GL accounts etc.
  • Migrate all master data Customer, Vendor,  Contacts, Items etc.
  • Migrate open transactions Purchase order, Sales order and Draft invoices. 

Implementation

Technology and Architecture

  • System Version: Business central online version with essentials and Team licenses for upto 20 users.
  •  Legacy System: Data was migrated from Legacy system Sage
  • Enabling logs and Ledger entries to follow accounting best practices. 
  • Reporting and integration with Power BI to ensure the client and stakeholders have a good visibility on the business 
  • Custom Coding:
    • To convert Sales order to Sales invoice 
    • Number series Automation
    • UI Customizations 
    • Reporting fields 
  • Data Mapping and Integration of Lgeacy systen with Business central 
  • Security: Security aspect which was taken into consideration
  • Standard Business central security features like database encryption,  
  • Multi Factor Authentication
  • All API endpoints are tokenized with Endpoints used for Integration for WooCommerce 
  • Adding Permission based settings for user groups 

Challenges & Solutions

  • Migrating the master and Transactional data from Sage to Business central as data was not in an organized format when exported.
    • We developed an internal system where the data was transferred easily multiple times as we did a Mock Go live 2 times prior to actual go Live 
  • Key user Training to ensure a smooth GO Live and to ensure all business scenarios are captured
    • User training was divided into specific scenario sharing a checklist with the client to get sign off. Also shared the video recordings and User Guides 
  • Specific client scenarios in transfering the open balances example some invoices from Vendor Purchase order were added as placeholders while the actual invoice was yet to arrive
    • Customization was done to create a program which would allow to update the invoice number on the posted invoice transactions when the actual vendor invoice came in. 

Project Completion

Duration

  • Project Duration was from Mid May 2021 – June Mid for Requirement gathering and a customized demo 
  • Implementation Started from June Mid – Go Live in Dec Mid 2021  ~ approx 6 months 

Deliverables

  • A fully configured working Business central system with master data, Transational data 
  •  Training of key user personnels 
  • Documentation, user Guide and delivery documents 
  • Integration with E Bridge Connection for Amazon Orders and WooCommerce orders
  • Avalara Tax system implemented as a business central extension

Benefits to the client

  • Discounted License Pricing
  • Free Business Central instance more than 5+ months during the implementation Period
  • 1 month Go Live support included as part of the package + Extended support for 2 weeks
  • No cost overspills and maintaining a tight budget and schedule for the project
  • AS a Microsoft Gold partner access to partner network, Escalation to Microsoft team directly incase of Outages and High priority issues resolved within few hrs

Support

As part of the project implementation we provided 1 month of extended support. This includes any major / Minor bug fixes. 

Testimonial, Review and System Feedback

After using the app below are some of the Key user feedback we recieved 

  • Easy to use and intututie and when they are lost or not sure they just search the relevant keywords and able to find the relevant link or helpful Articles 
  • All fields have ‘Learn more’ and was easy for client to click and learn more specific to a particular field or what action it does. 
  • Client was comfortable using the system instantly
  • We also enabled all add ons for the client which includes outlook app which integrates with Business central , Mobile app which was downloaded from the store. 

“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”

Richard Canny
President, Ultimation industries

Next Phase

We are now looking at the next phase of the project which involves:

1. Ongoing Support and adding new features based on clients requirement for Customization or adding new standard feature to help manage the business process more effectively like automatic reconciliations , Invoice payment matching automation

2. We are in talks with the client to add another company to the business central instance which is part of the group company 

3. We are also working with the client to implement Warehouse Module which would help them have a more tighter control on the inventory movements.