Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
https://www.globalfinance.co.nz/
Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse-The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
July 2022 ~ 1 week
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
We are also in discussion with other projects for the client
1. Dynamics CRM system Support
2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
https://www.globalfinance.co.nz/
Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse-The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
July 2022 ~ 1 week
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
We are also in discussion with other projects for the client
1. Dynamics CRM system Support
2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
https://www.globalfinance.co.nz/
Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise’s needs accurately.
Implement the Customer support service model to enable automated requirement Gathering forms being generated, emails collated on the customer record, and customer updated with multiple tasks etc being created
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
- For Azure Dataverse-The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
- Customer Support service implementation
Security & Compliance:
- Checking data retention requirement
- Checking file sync from On premise to Cloud
- Checking customer is being sent automated email and PDFs from system
- Emails being recorded and added to Dynamics 365 for all interactions
Backup and Recovery
Microsoft Dynamics 365 offers built-in backup and restore capabilities through its native data management features, ensuring business continuity. Automated daily backups and point-in-time restore options provide added security and peace of mind for your critical CRM data.
Network Architecture
The network architecture for Microsoft Dynamics 365 is designed with security in mind, enabling users to remotely access the system only through secure channels such as VPN or conditional access policies, ensuring data protection and compliance. Also there was no connectivity from home as well to avoid any Breach of client confidential data
Cost Optimization
Alerts and notifications are configured in the Azure Cost dashboard configured for client as well as cloudchkr tool. Peritos would send monthly license based invoice adding details and itemized information regarding the cost.
Code Management, Deployment
Cloudformation scripts for deploying data was used for managing the JavaScript and plugin based code
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
Data Structure Mismatch: Dataverse stores data in a relational format with rich metadata, relationships, and business logic, while Blob Storage is unstructured, requiring transformation and flattening of data.
Loss of Metadata & Relationships: Referential integrity, lookups, and entity relationships in Dataverse are not retained in Blob Storage unless explicitly rebuilt or documented.
Security Model Differences: Dataverse has a detailed role-based access control (RBAC) model; Blob Storage requires separate access controls like SAS tokens, RBAC, or shared access policies, which may require redesigning security.
Project Completion
Duration
- July 2022 – Aug 2022 6-8 weeks
Deliverables
- Dynamics Customer support
- Ongoing Automation and sync up with on premise system until cutover
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Implementing our customer support system with Peritos Team has significantly transformed the way we engage with our clients. They delivered a tailored solution that centralized our support operations, streamlined ticket management, and improved response times. The integration of automated workflows, SLA tracking, and knowledge base features has empowered our support team to deliver faster, more efficient service.
Their team provided hands-on training and responsive post-implementation support, ensuring our staff were confident and productive from day one. We’ve seen measurable improvements in customer satisfaction and internal efficiency. This was the right decision for our support transformation journey.
building Manager
Global Finace services
Next Phase
- We are also in discussion with other projects for the client
- 1. Dynamics CRM system Support
- 2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Global Finance is a smart mortgage firm in Auckland since 1999. They have won a bunch of awards like:
- ANZ: Top Mortgage Adviser of the Year (2012-2018)
- ASB: No.1 Mortgage Broker of the Year (2014, 2015, 2016)
- Westpac Auckland Business Award (2014-2016 & 2019)
- AIA Insurance: Top Insurance Advisor of the Year (2008-2019)
https://www.globalfinance.co.nz/
Location: Auckland, New Zealand
Project Background- Dynamics Discounted Licensing
Peritos and Global Finance got together for Dynamics customization project. Client was also keen to explore how they could save cost via discounted licensing. We presented the Quote which got the client interested to choose our services and support for managing their licensing. So, we became the client’s authorized Microsoft partner.
Scope & Requirement for Dynamics Discounted Licensing
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the different Types of Dynamics and Power App plan
- Provide recommendations and Ongoing discounted price after final discussion.
- Handover and questions
Implementation
Technology and Architecture
Technology
Microsoft Dynamics Licenses
- Power Apps per User Plan
- Power App per App plan
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Standard MIcrosoft Cover
Scalability
This was not in scope
Cost Optimization
- Explained to the client how the cost could be saved for monthly and Annual commitment orders
- How a combination of Mixed license strategy would be best suited
Code Management, Deployment
New Licenses procured can be seen in the Admin center
Go Live
After confirmation from the client the Licenses can be migrated within 1 week of time and with no downtime
Challenges of Dynamics Discounted Licensing
- We migrated the license from an existing provider to Peritos Solutions which took a bit of time as it needs to be approved by the previous partner as well as client on the admin portal
- We also reviewed the existing license and took over the Azure licensing part as well to support client manage all the systems more effectively.
Project Completion
Duration
July 2022 ~ 1 week
Deliverables
- Below licenses were being used by the client Dynamics License, Power App License, Power App per use License , Power App per app license , dataverse and storage
- The Dynamics along with Power app , dataverse and storage costs client a license fee of approx 1000$ a month and with 15% discount they are able to save 150$ a month and approx 1800$ a year by working with peritos as a partner.
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
- We also review the license, storage and Azure Costing and advise on how to best save cost with a further set of our recommendation that can be implemented per quarter.
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Dynamics CRM system Support
2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Global Finance offers smart loans and insurance in Auckland since 1999. They offer their expertise to clients who are looking to buy residential or commercial properties and building their portfolio. It is independently judged and recognized as one of New Zealand’s most awarded financial service providers.
https://www.globalfinance.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos is a support partner for Global Finance limited and discussed on the savings plan for O365 discounted licensing pricing. Global Finance team was keen to collaborate with Peritos as their authorized partner. Our quote with an ongoing discount and managing clients license was agreed and thus we worked with the client to help them recommend the right license, esnure they were only paying for what they needed and providing them ongoing Partner % discount.
Scope & Requirement for O365 Discounted Licensing
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
Microsoft O365 Licenses
Integrations
NA
Security:
Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Microsoft email and OneDrive backup services included as part of the license
Scalability
This was not in scope
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Code Management, Deployment
Deployment for the new licenses was done via Peritos as the license provider and all licenses can be seen in the Admin Center for O365
Go Live
After confirmation from the client the Licenses is migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- To get access with the right level of information to be able to see the existing license
- To migrate from existing provider to Peritos Solutions as the provider
- Cleanup of license and ensure there is no disruption to the business in the process of migration
Project Completion
Duration
Aug 2022 ~ 2 working days
Deliverables
- O365 License Management
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office App
- 50+ standard licenses costing 18.9 NZD per month and saved client 94.5$ per month a total of 1134$ a year ongoing each year.
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client for
1. Microsoft Dynamics Support
2. Infrastructure Support
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Tax Professionals offer a wide range of accounting and tax services. They help small and mid-sized businesses. The team also won, “Accountant of the Year” award at the 12th Annual Newslink Indian Business Awards in 2019. They made it to the finalist category for the “Small Business of the Year” award.
https://www.taxprofessionals.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos approached client for O365 discounted licensing pricing and to go via Peritos as an authorized partner. We presented the Quote which got the client interested to choose our services and support for managing their licensing and agreed for us be the client’s authorized partner.
Scope & Requirement for O365 Discounted Licensing
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
Microsoft O365 Licenses
Integrations
NA
Security:
Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Microsoft email and OneDrive backup services included as part of the license
Scalability
This was not in scope
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Code Management, Deployment
Deployment for the new licenses was done via Peritos as the license provided and all licenses can be seen in the Admin Center for O365
Go Live
After confirmation from the client the Licenses can be migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- To get access with the right level of information to be able to see the existing license and to share the quote for the same license takes some time. As we were not given the right access or permission to be able to see that. This was quickly resolved as we informed the client the right steps to delegate access to Peritos Support ID
- To ensure we do not reduce the count of licensing just for cost cutting as the service User to whom a license may be assigned would be using the license for running some apps that can be disrupted if licenses are removed. Hence taking it slow and taking an informed decision is helpful. Once deleted those accounts are difficult to get back
- To explain to the client how to manage the cost more effectively and how to see the utilization reports.
Project Completion
Duration
Aug 2022 ~ 2 working days
Deliverables
- 20 O365 Mailbox standard licenses Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- 20 standard licenses were migrated costs 18.9 NZD per month and saved client 37$ per month a total of 453$ a year.
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Marketing
2. Website Management
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Project Background- Dynamics for financial services
Scope & Requirement of the Dynamics for financial services
Implementation
Technology and Architecture
- Backend Code: Plugins, JavaScript, Azure Blob
- Cloud: Microsoft Azure
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
features of dynamics for financial services
- The dynamics 365 for Customer Support and CRM has a unified interface
- It offers multi-select options with an intuitive control.
- The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
- Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
- On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.
Challenges
- They had done huge level of customizations understanding the existing code section.
- We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
- Multi environment setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.
- 6 months and ongoing Development and customization as part of ongoing contract
- Dynamics CRM and Customer support are fully configured as per the scope agreed
- Ongoing support for Hypercare and go live
- Change Management Support
- Handover for documents.
Support
- Worked with the GFS client for more than 2+ years for ongoing Development and Support.
- The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.
Testimonial
Founder
Global Finance Limited
Next Phase
