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.
Feedback image

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.
Feedback image

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

Enterprise Software Solutions (ESS) provides tailored software licensing and cloud services, specializing in optimizing Microsoft licensing solutions. Headquartered in Phoenix, Arizona, ESS helps clients reduce cloud spending and navigate complex licensing challenges. Their services include Microsoft 365 and Dynamics 365 solutions, cloud licensing optimization, and 24/7 support. ESS focuses on delivering cost-effective software solutions with a strong emphasis on customer service, including fast delivery, a 30-day warranty on most products, and a full refund policy.

Address: Tempe, AZ 85281 , USA
https://www.enterprise-software-solutions.com/

Project Background

Peritos and Enterprise Software Solutions (ESS) have entered a 2-year contract to support multiple enterprise and Microsoft clients. This partnership focuses on providing solutions and services for clients utilizing Microsoft products. The collaboration covers high-level requirements across various projects, ensuring both companies can effectively serve their clients by leveraging Microsoft’s extensive suite of tools and services. These include Dynamics 365 F&O , CRM, Sales Hub, Customer insights, HR, Project operations, SCM and Finance.

 

Requirement

  • Supporting enterprise-level implementations of Microsoft tools.
  • Addressing high-level needs such as financial operations, customer relationship management, HR processes, and supply chain efficiencies.
  • Providing seamless integration across various departments to enhance productivity and business outcomes.
    Scope

Scope

 

Technology and Architecture

  • Cloud-Based Architecture: Dynamics 365 runs on Azure, leveraging its scalability, security, and integration capabilities.
  • Microservices and APIs: Modular design using microservices allows seamless integration of Finance, SCM, HR, and CRM with third-party systems.
  • Data Management: Utilizes Azure Data Factory for ETL processes, with Azure SQL for data storage and Power BI for embedded analytics.
  • Security: Built-in role-based access control (RBAC) and encryption ensure data protection across the system.

Challenges

  • Data Migration Complexity: Transferring large volumes of data from legacy systems while ensuring accuracy and integrity can be time-consuming.
  • User Adoption: Resistance from users accustomed to old systems can slow down implementation.
  • Customization Needs: Legacy customizations may not fit into the Dynamics 365 architecture and require redevelopment.
  • Integration with Other Systems: Connecting Dynamics with existing software and third-party tools can be complex.
  • Downtime and Disruption: Migrating to a new system may cause temporary disruptions in business processes.

Overcoming challenges across multiple clients has led us to develop reusable assets, datasets, and tools that streamline the Dynamics 365 implementation process. These resources include pre-configured templates, tested integration frameworks, and proven techniques for data migration and user training. By utilizing these assets, we ensure each project runs smoothly and can achieve faster go-live times. This approach has helped us maintain consistency and efficiency, reducing the overall complexity and risks associated with deploying new systems across different client environments.

Project Completion

  • System Configuration: Set up Dynamics 365 modules (Finance, SCM, HR, CRM) as per business requirements.
  • Data Migration Report: Detailed report on data migrated from legacy systems, ensuring data integrity.
  • Customization Documentation: Comprehensive documentation of customizations and configurations done on the system.
  • Integration Setup: Configured integration with third-party systems and existing platforms.
  • User Training Materials: Manuals, videos, and training sessions for end-users.
  • Go-Live Support Plan: Detailed plan for system launch and ongoing post-go-live support.
    These deliverables ensure a successful and smooth deployment.

Support

Support can be from 2 weeks ongoing to be around 4 weeks of Hypercare support. We also have been supporting 5 customers for an AMC contract

Testimonial

Working with Peritos has been a highly productive and seamless experience. Their expertise in Microsoft solutions, particularly Dynamics 365, has helped us successfully implement complex projects across multiple clients. Their reusable assets, tools, and consistent approach to handling customizations have ensured smoother transitions and faster go-lives. The team’s commitment to delivering high-quality results and providing ongoing support has strengthened our partnership, and we look forward to future successes together.

– Abhi Ahuja , ESS Founder

Dynamics F&O to Dynamics 365

About Client

Pioneer Institute of Professional Studies is a Part of Pioneer Group Pioneer Group was established in 1996. The group is a renowned name in providing quality education and is one of the oldest private educational Institutes in Indore, M.P. Pioneer Group is run and managed by highly qualified & experienced professionals having domain experience in the field of education & industry. Autonomous and NAAC Accredited Institute.

  • Institutional Membership of CSI, IMA, ISTE and AIMS
  • Placement in Top fortune 500 Companies and Institutional Membership of CSI, IMA, ISTE and AIMS
  • Number of Students, Teachers and has been ever-increasing

http://www.pioneerinstitute.net/
Location: Indore, Madhya Pradesh, India

Project Background

Peritos and Pioneer Institute of Professional Studies have a history of working together. As a Microsoft Partner Peritos was chosen for the migration project work for AX to F&O system. The migration from Dynamics AX to Dynamics 365 Finance & Operations (F&O) is often driven by a need for enhanced functionality, cloud scalability, and better integration with other Microsoft services. Dynamics AX, although a robust ERP solution, lacks many of the modern features and cloud capabilities provided by Dynamics 365 F&O. Migrating to F&O offers businesses opportunities for real-time analytics, streamlined workflows, advanced AI capabilities, and improved flexibility for business processes.

Requirement

  • End of support for Dynamics AX: Customer was reaching end-of-life, prompting businesses to upgrade.
  • Desire to adopt cloud infrastructure: Dynamics 365 F&O offers cloud deployment and integration with other Microsoft Azure services and customer wanted to upgrade to the cloud
  • Scalability and Flexibility: Dynamics 365 offers modular solutions, meaning companies can scale specific modules to meet evolving business needs. Since they had a list of customizations so it was better to do with the newer implementation 
  • Seamless integration with Microsoft 365 and Power Platform (Power BI, Power Automate, etc.) for more connected, insightful business management.
  • Enhanced User Experience: F&O provides a more intuitive, web-based interface that improves user productivity and accessibility and also better uptime and lesser maintenance. 

Scope

Below phases were identified

  • Assessment and planning 
  • Data Migration planning
  • Process mapping 
  • Configuration, Customization 
  • Integration
  • Module wise implementation Sales, Finance , Project management, banking and Vendor management

Implementation

Technology and Architecture

Technology Stack:

Microsoft Azure: Primary cloud platform hosting Dynamics 365 F&O.

Dynamics 365 Finance & Operations: Core ERP platform, replacing Dynamics AX.

Azure Data Factory (ADF): Used for ETL processes during data migration.

Power Platform: Power BI, Power Automate for analytics and automation.

Common Data Service (CDS):Ensures data consistency across integrated systems.

Architecture:

Cloud-based Deployment: Leverages Azure for scalability, performance, and flexibility.

Modular Design: Dynamics 365 modules (Finance, Sales, Vendor , Customer and Banking )

Microservices Architecture: F&O integrates with other services via APIs and Azure microservices.

Data Layer: Data stored in Azure SQL Database, with integrations for real-time analytics using Power BI.

Integration Layer: Utilizes Azure Logic Apps, Service Bus for third-party system integration.

Features & Benefits

  • Dynamics 365 F&O is fully cloud-based, offering better scalability and reduced infrastructure costs

  • Modern, web-based interface with improved usability, customizable dashboards, and better navigation.

  • Embedded Power BI for real-time insights and advanced reporting.
  • Built-in enterprise-grade security with role-based access, multi-factor authentication (MFA), and data encryption.
  • Native integration with Microsoft services (Azure, Power Platform, Microsoft 365) and third-party applications via APIs.

Benefits

  • Cloud deployment allows for easy scaling as business needs grow, without the need for additional hardware

  • The modern UI and enhanced features streamline workflows and boost employee productivity.

  • Modular structure allows businesses to adopt only the functionalities they need, with room for future growth 3 systems were retired and moved to F&O
  • Cost saving as previous Support contracts with 3rd party software were terminated to enable use of a single platform
  • Cloud connectivity facilitates better collaboration across teams, locations, and departments, improving overall efficiency. 

Challenges

  • The new web-based interface in Dynamics 365 F&O can be unfamiliar to users accustomed to the Dynamics AX interface, potentially leading to resistance and slower productivity during the initial phase.
  • Legacy customizations in Dynamics AX might not be compatible with the new architecture and UI of Dynamics 365 F&O, requiring redesign or redevelopment.

  • Migrating large volumes of historical data while ensuring its integrity and compatibility with the new system can be complex and time-consuming.
    • Implement a phased approach to data migration, beginning with high-priority data, using tools like Azure Data Factory to ensure seamless data transfer and minimal disruption.

  • The new features and interface require comprehensive training for end-users to fully leverage the system, which can be time-consuming and resource-intensive.
    • Tailor training sessions to focus on the specific roles and responsibilities of different user groups to ensure effective learning and immediate application of the new UI.

  • Introducing a new system can create disruption, and without a solid change management strategy, it may lead to confusion and inefficiencies.

    • To address user adoption, offer detailed training sessions, workshops, and access to user guides for staff to become familiar with the new interface and features and supported them to learn in batches with targetted based user group. 

Project Completion

Duration: Aug 2022- May 2023 Go Live April 2023

Deliverables

  • Fully Implemented Dynamics F&O as per agreed scope. 
  • 4 weeks of Hypercare support as part of Go Live
  • Migration Plan Document: Detailed plan with timeline, resources, and risk management.

  • Current State Assessment Report Audit of AX modules, customizations, and integrations.

  • Solution Design Document: Blueprint of F&O configuration, customizations, and integrations.

  • Data Mapping Sheets: Field mapping from AX to F&O system.

  • Data Cleansing Report: Results of data cleaning activities pre-migration.

  • Data Validation Report: Data validation results post-migration for integrity.

  • Functional Testing Report: Functional tests report with pass/fail results.

  • Performance Testing Report: Performance tests on system load and transactions.

  • User Acceptance Testing Report: UAT feedback and user sign-off.

  • Training Materials: User manuals, videos, and session documentation.

Support

  • 4 weeks of Hypercare support as part of Go Live

Testimonial

The transition to Dynamics 365 F&O has streamlined our financial reporting significantly. The real-time analytics and embedded Power BI have been game-changers for making faster decisions. The user interface took some getting used to, but after proper training, it’s much easier to navigate compared to AX

— Prakash Chand Jain , Vice Chairman Pioneer Education Group 

Our transition to Dynamics 365 Finance & Operations from Dynamics AX has been transformative for our entire organization, especially across our multiple branches and subsidiaries. Managing operations across diverse regions and educational institutions has become much more streamlined.

CA Prashant Jain
Director, Pioneer Education Group

Next Phase

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

  • Customizations to be identified 3 months after go Live and Hyper care ends. 
  • Business Process Analysis: Reevaluate key business processes and compare them against current system capabilities to identify areas requiring further customization.
  • User Feedback: Collect feedback from department heads and end-users to pinpoint specific pain points or missing features.
  • Data and Reporting Needs: Analyze reporting and data analytics usage to determine if additional custom reports or dashboards are needed.

Executive Summary

About Client

SydConsulting (Services You Demand) is an SAP professional consultancy initiated in April 2013 by Grant McPherson. Grant had been working in international SAP consultancy businesses in NZ and Europe when he and his wife Katy chose to return to New Zealand. Grant was frustrated with the local SAP consultancy practices because they had a profit-first focus. SYD was explicitly formed with the core values of Customer-first, Employee second & Profit third.

 

https://www.syd.co.nz/
Location: Auckland,NZ

Project Background

SYD Consulting created a digital network on the SAP Business Technology Platform and integrated it using SAP Integration Suite to track and trace its products at every phase of the supply chain. SAP CPI Support enabled:

  • Optimal implementation of source-to-pay and design-to-operate processes, leveraging the cloud integration capabilities of the SAP Integration Suite
  • Higher security as a result of simplified integration among connected participants due to the cloud integration capabilities of the SAP Integration Suite
  • Increased trust in the SYD Consulting brand
  • Enhanced business agility and lower transaction costs

Scope & Requirement

Implementation

Technology and Architecture

Technology 

The web app was deployed with the below technological component
•Application SAP BOBJ
• File migration LCM
• Database: SQL Server
Cloud: NA
• On premise servers 

Integrations
•  Single Sign-on using Active directory

• No other integration requirement 

Security:

• In built Data Encryption
• Roles and Authorisation based access for each user group and Admin for specific users. 

Backup and Recovery

Existing File system backup functionality was being reused.

Scalability

Not Required 

 

Cost Optimization 

As per license agreement with SAP. No additional costing needed 

Code Management, Deployment

NA

Challenges

Worked on a complex integration scenario with multiple integration tools like Mulesoft

Project Completion

Duration

Nov 2022 to Ongoing  

Deliverables

  • Support existing Production CPI flows  

Support

  • 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. Ongoing CPI work identified 
  2. Mulesoft 3.9 migration to Mulesoft 4   

If You Are Looking For Similar Services? Please Get In Touch

Executive Summary

About Client

Datacom, the largest tech company in Australasia, is dedicated to delivering sustainable solutions to some of the most successful corporations in Australia and New Zealand. Datacom collaborates with leading technology partners to assist organizations in managing their digital assets more effectively. The consultants and specialists specialize in cybersecurity, cloud computing, and digital platforms and applications to provide our clients with exceptional data protection and customer service. Datacom operates essential infrastructure with state-of-the-art data center facilities. It offers payroll products and enterprise software to help councils and businesses better connect with citizens and employees.We catered to the needs of SAP support services of the client.

https://datacom.com/nz/en

Location:Auckland, New Zealand

Project Background

Thanks to over 30 years of experience providing worldwide SAP support services, we deeply understand the technology and know how to unlock its potential as per the client’s requirement. With the proper guidance and a detailed implementation roadmap, SAP software can revolutionize the business and simplify processes in all areas. Our project-based end-to-end services are modeled to design and implement software products, solutions, and strategies and integrate them within our client Datacom’s established landscape and infrastructure. We ensure to leverage best-practice solutions to secure lasting success for your business.

Uncover the range of our Implementation Services:

  • Enterprise & Solution Architecture
  • Application Implementation & System Integration
  • Custom Development & Application Extension
  • Application Design & User Experience
  • Template Creation & Rollout Delivery
  • Transition & Landscape Transformation

Scope & Requirement

  • ABAP development RICEF objects 
  • Adobe form customizations 
  • Ongoing support 
  • Automation 
  • API based integration  

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

Customer specific issues reported for each project managed via Devops, jira or confluence tasks.  

Project Completion

Duration

Ongoing since 2021 Feb till March 2023 across multiple clients 

Deliverables

  • Dynamics License 
  • Power App License
  • Power App per use License
  • Power App per app license 

Support

Products supported  

  • S/4 
  • Fiori 
  • Customization and Data  

Testimonial

Awaited

Next Phase

Currently no new ongoing projects, just a few projects in discussion but nothing has been kick started yet.

If You Are Looking For Similar Services? Please Get In Touch

Executive Summary

About Client

The Big Four consists of Deloitte, Ernst & Young (EY), KPMG, and PricewaterhouseCoopers (PwC), and are the largest professional services networks in the world in terms of revenue. They are usually grouped because of their comparable size and ability to offer clients a wide range of professional services. These firms are also considered attractive for those pursuing a career in professional services, mainly accounting, due to their frequent engagement with Fortune 500 companies. The Big Four provides clients with various services, including audit, assurance, taxation, management consulting, valuation, market research, actuarial, corporate finance, and legal services. It’s worth noting that a significant majority of public company audits, as well as many private company audits, are conducted by these four networks. We assisted the client with setting up different SAP support services.

Project Background

With sound experience in SAP support services, we deeply understand the technology and how to apply it to our client’s needs. We provided guidance and a detailed plan to revolutionize businesses and streamline processes. Our end-to-end services create, implement, and integrate software, solutions, and strategies within your established infrastructure. We use best-practice solutions to ensure lasting success, including Enterprise & Solution Architecture, Application Implementation & System Integration, Custom Development & Application Extension, Application Design & User Experience, Template Creation & Rollout Delivery, and Transition & Landscape Transformation.

Scope & Requirement

  • ABAP development RICEF objects 
  • Adobe form customizations 
  • Ongoing support 
  • Automation 
  • API based integration  

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

Managing multiple clients via ServiceNow portal was a bit challenging where each client has its own SAP environment.  

Project Completion

Duration

Feb 2021 to Feb 2022 ~ 1 year

Deliverables

  • Dynamics License 
  • Power App License
  • Power App per use License
  • Power App per app license 

Support

Products supported  

  • S/4 Retail, MM, FI and Integration  
  • Fiori 
  • Customization and Data

Testimonial

Awaited

Next Phase

No new work identified

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.
Feedback image

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

SAP support services

About Client

MBHE is a 150-year old company that focuses on plant engineering and constructions. They pursue technical leadership in their market sector through continuous research and development. They offer solutions to support complete mineral beneficiation plant and coal washeries. 

http://mbe-cmt.com/
Location: Cologne, Germany

Project Background - SAP Support Services

MBE’s requirement was to help with SAP systems and manage some important changes with the standard processes they were following.   Read more on how we provided them SAP support services where they wanted some specific changes related to Workflow, Updating forms in SAP for sales orders, Invoices, and Purchase Orders. We also helped them with financial reconciliation which includes clearing all last financial year’s data and settling the books 

Scope & Requirement

Below are some of the scope items for the SAP support services we provided 

  •  Understand the existing books outside of SAP and compare what exists in the system. Confirm the AS IS and TO BE state of chart of accounts which would be reflected 
  • Set up refresh of data from SAP Production to Dev environment ensuring all config and data is copied over and creating additional client systems like 100 and 110 
  • Clean up Accounts recievables and payables, General ledger, Sub Ledger and register 

Implementation

Technology and Architecture

Technology 

SAP R/3 system was used 

Integrations

• No Specific integration scenario was in scope

Security:

  • User authorisation & access were cleaned up
  • Developer and Admin roles were defined for workflow tables and system management
  • Custom roles were created and admin users were trained on how to manage the systsem and granting roles and permissions 
  • Setting up organization structure with a hierarchy for approvers, managers and  different organization unit and employees

Backup and Recovery

We created a schedule for backup which can be used for restoring the system data as needed in case of any outage 

Scalability

This was not in scope 

Cost Optimization 

Client was using a perpetual license and SAP was running on existing on premise server we informed the client to migrate to cloud but this was not a proposal that got converted

Code Management, Deployment

All ABAP code was managed within SAP and no other ABAP tool was used for this. 

Features Implemented - SAP support services

  • SAP ABAP based development for updating SAP script forms, Adobe forms  and updating changes like new payment terms, Updating Standard text, Adding some previous invoice number details to show history of previous purchases. 
  • SAP accounts payables and recievables reconciliation for mapping different entries in the system 
  • User and Security Management to help manage the systems more effectively by doing a refresh 
  • Adding new payment terms in the system, Updating the payment terms with discount, Late fees and updating both for vendor and customer
  • Add a workflow table where the workflow approvers were defined based on amount and a hierarchy level. Updating the document creation process to trigger approval for workflow creation during sales invoice and sales order creation and if any changes made to the document, Ensuring that email output is not sent if the document is not approved.  

Challenges

  • Changing business requirement:  Client was not clear on how they wanted the documents to be shown. They had a TO BE version which was very different from the version they had in the system and took a lot of back and forth and updating the PDF to understand the requirement.
    •  Before starting the development we spent a couple of hrs to mock up the PDF documents with the actual data in the system to be sure on what is needed. 
  • Lack of team member and ownership Client did not have any internal team of functionals, Technicals and testers who can review changes and provide a timely feedback
    • We tried our best to help advise client on the different test scenarios we included as part of Unit testing. However, it was a time-consuming process to get a reply from the client and to test the changes 
  • Outdated code using SAP Scripts and Multiple language Support: Client uses SAP scripts which had been long replaced by Smartforms or Adobe forms. It had to be setup in  multiple languages. Also each required email notification to be sent in multiple language
    • A copy of the data for both the  languages was bought and a mockup of the required PDF was created. Also a scenario for different cases was created example when to send notification in German and when in English, What should be the text content to be included in each etc. 
  • Budget and cost issues: Client had a fixed budget for the work and the requirement kept changing and also there was a huge delay in providing the feedback which caused month of waiting for the client to come back.
    • Some Sales order and invoice types had a different configuration in the system and did not work with the same code which was pushed. We did inform the client that this was not part of the initial requirement gathering but due to the tight budget they wanted to include everything in the same cost. We tried our best to accommodate within the price we had quoted, 

Project Completion

Duration

April 2020 – Oct 2020 ~ 6  months 

Deliverables

  • We handed over all changes related to updating the form with complex logic of showing all related invoices together. 
  • We delivered ABAP based program and user exit for with a customizing table which was  easy to use workflow logic for determining the approvers 
  • Previous year transactions were reconciled and mapped to the different General ledger heads and sent for the client to do corrections for the missing entries and for the system to reflect the transactions from thier books 

Support

  • For all changes we delivered we agreed to provide a 2 weeks free support within which the client can test and provide us feedback for any issues as per the existing logic or any minor changes needed 

Testimonial

We did not get a documented feedback from the client and the project was ended abruptly

Next Phase

We were in discussion with client over multiple projects however it did not get finalized 

1. Migration of SAP systems to cloud from the current on premise system

2. AMC support contract for 12 months where they needed only a fixed cost but again the scope was not defined for modules like FI, MM, SD and user management 

3. A regular refresh of the current systems from production to Development 

it somehow did not work out and it was good that we did not, We learnt a few lessons from this project and have made our own checklist on what type of clients to not engage with which would probably be a blog in itself. 

SAP support services

If You Are Looking For Similar Services? Please Get In Touch

Executive Summary

SAP Implementation for Enterprise

About Client

Afghanistan Holding Group has a team of 300 highly qualified Afghan professionals who provide turnkey business services to over 700 international clients.. They provide services like accounting, audit, insurance, tax, consultancy and advisory.

 

https://ahg.com.af/
Location: Kabul, Afghanistan

Project Background- SAP Implementation for Enterprise

Afghanistan Holding Group was looking for SAP Implementation for Enterprise wide rollout.

Requirement was  to optimize the internal processes for SAP core modules to be implemented  and help manage the processes  more effectively . They were further looking to transform their business models and operations with the help of SAP S/4 Implementation. and be able to show more visibility to the stakeholders on the day to day operations. 

Scope & Requirement

High level Project Requirement for SAP implementation for Enterprise wide roll out were as below

  •  To install, setup and implement SAP S4HANA for a small business of 300 employees that is currently using QuickBooks.
  • On premise licenses already purchased and a module list with features was shared
  • They mostly required everything set on standard forms, processes and reports. No custom forms, processes, reports will be needed.
  • One SAP HANA certified server was already purchased and on premise, 4 virtual machines were to be setup. 

Implementation

Technology and Architecture

Technology 

ERP implementation required 

• SAP System S/4 
• Database HANA 
• Web App : Fiori 
• Hosting : On premise 
• Managing VM – Vmware, Suse Linux 

Integrations
• For the initial implementation it was a standalone system

Security:

  • User role group and custom authentication code assigned to the different users 
  • Admin users identified and assigned the right roles
  • Roles assigned specific to department like sales, purchasing and Finance 

Backup and Recovery

System was tested for snaphsots to be taken every weekend and at every end of day. DR and Backup testing was done as part of the handover. 

Scalability

Relied on HANA native capability to sustain memory-intensive processing logic. 

Cost Optimization

Not in scope as the customer had on-premise system and license was directly procured from SAP.

Code Management, Deployment

NA as only standard functionality was used. 

Features of SAP Implementation for enterprise

  •  SAP system was implemented which had comprehensive business processes mapped to the tool for Sales, Purchasing, Finance, core order-to-cash, procurement and  a platform for integration at a later date when client was ready
  • Improved  and Faster analytics and reporting where the data being input was processed for multiple reports and made it easier to analyze performance, determine pain points, and initiate improvements
  • Included SAP business Suite with embedded modules for ERP, CRM, SRM, SCM, PLM co-deployed in the single instance 

Challenges

Challenges faced in rollout for  SAP implementation for Enterprise project
  • This was a straightforward implementation where we were able to install the SAP system from the application file and database however in trying to do backup and DR testing we ran into space-related issues as the log and snapshots quickly filled up all the space available
    • It was informed to the client and the hard disk space had to be monitored closely. 
  • To install the application at the right path and to create seperate client for Dev, QA and Prod we were not having enough disk space  and we also informed client to have them on a seperate server
    • It was decided to create  a partition and do multipathing and logical volume grouping so the system can have different client versions. 
  • End users after implementing the S4 Hana system were not comfortable with the GUI based window and tcodes which had to be entered to navigate around in the system
    • A few training plans were made to help them understand the SAP system, Also the option of moving away from Tcode based approach to the Fiori Tile-based model however this would have delayed the project Go live plan hence was parked for later. So the client, for now, continued to up skill the existing resources and Peritos assisted wherver any help was needed. 

Project Completion

Duration

Oct 2018  – Jan 2019  ~ 4 months 

Deliverables

  • A fully configured SAP S/4 system  with all core modules implemented ready for the client to start working on the functional configuration part
  • Handover of the system setup, Architecture diagram and of the backend system setup using on premise servers, 

Support

As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes. Questoions specific to the implementation and any system outages etc being faced

Testimonial - SAP Implementation For Enterprise

Below is the feedback on different parameters we recieved
• Skills 5/5 *****
• Availability 5/5 *****
• Communication 5/5 *****
• Quality 5/5 *****
• Deadline 5/5 *****
• Cooperation 5/5 *****

 

Overall: 5/ 5 

We also took Feedback from stakeholders as below:

“Peritos Team was incredible in every way. We have now decided to hire them for additional SAP assignments as well – looking forward to continued success!”

Sanzar Kakkar
Chairman, moore afghanistan

Next Phase - SAP Implementation For Enterprise

We had next projects planned with the client.

  1. Support for helping the end user to understand the SAP systems , adding documentation and mapping the sales , purchasing and finance processes in the system 
  2.  Helping some other customer of the client to upgrade SAP systems
  3. Client was keen to map thier processes to the SAP system and evaluate the option for Integration, reporting and Mapping the current business process to the new system. This was under discussion.

If You Are Looking For Similar Services? Please Get In Touch