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
- Requirement Gathering: Understand client-specific needs and align them with Dynamics 365 capabilities.
- System Implementation : Set up the appropriate Dynamics Product for customer and the different modules (e.g., Finance, CRM, SCM) based on the business processes and scope identified.
- Customization: Tailor the system through custom fields, workflows, or integrations as required.
- Data Migration: Transfer data from legacy systems into Dynamics 365 while maintaining integrity.
- User Training and Go-Live: Train users, conduct tests, and ensure a smooth transition to the new system.
- Post-Go-Live Support: Provide ongoing support and system optimizations.
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
Executive Summary
About Client
Bamboo Strategic Media is an innovative strategic marketing group that uses data to grow your business, for which Peritos supported them in Power BI Reporting. Their combination of experiences in business development, education, engineering, and media creation offers our clients a unique approach to analyzing their business needs and developing robust, innovative solutions.
https://www.bamboostrategicmedia.com/
Location: Gainesville, Florida
Project Background
Microsoft PowerBI is one of most used BI Visualization tool which comes with a lot of out of visualizations. This helps BI developers in creating reports and dashboard by integrating with data source of choice. Apart from out of box visualization, BI developers can also use visualization that are available over PowerBI marketplace, which satisfies the data analysis requirements.
Scope & Requirement
The scope here was to create custom Power BI visualizations reports for data analysis, which was asked by the client.
This helped client to configure icons, show visual elements on the UI. This includes:
- Showing Icons
- Ability to add more icons
- Make column data configurable
Here, you will also learn how we created a custom PowerBI visualization for the customer for their Power BI data analysis requirements. The document covers the technical details around the process we followed. We helped customer to publish this report in Power BI. Custom visualization developed and now can be controlled with highly configurable advance
UI
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
- Discovery the relevant examples in the community for advance configurations
- Integration of React with Power BI
- Advance custom UI development and management the persisted configurations
- Reverse engineering of the already built custom visualizations
- Debugging and running the already built examples as they are outdated
- Lack in the Power BI documentations
Project Completion
Duration
Deliverables
- To fulfil the client’s requirements, we provided the flexible and scalable solution with the help of Power BI custom visualizations.
- We used Power BI CLI tool to create the build the custom visualizations.
- We leveraged the power of React to for efficiently DOM manipulations.
- TypeScript played an important role for static code analysis to make code less error prone.
- Advance custom UI developed to manage the highly configurable system.
- React Native code base
- Power BI Visual icon set
- Power BI customized dashboard with Reporting capabilities of Power BI
- Custom Features like Vertical text, Icon Set configuration, Sort, filter, slicer and other default
options
Support
To fulfil the client’s requirements, we provided the flexible and scalable solution with the
help of Power BI custom visualizations.
• We used Power BI CLI tool to create the build the custom visualizations.
• We leveraged the power of React to for efficiently DOM manipulations.
• TypeScript played an important role for static code analysis to make code less error prone.
• Advance custom UI developed to manage the highly configurable system.
Testimonial
Evania Fernandes
building Manager
ultimate property group
Next Phase
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Executive Summary
About Client
Location: Denmark
Project Background
QuickBook is a leading software application for accounting and bookkeeping. One of our clients wanted to create Power BI reports for data analysis using data from Quick books application.
Scope & Requirement
In this case study we discuss:
- How we gathered client requirements and understood end-to-end flow of the entire process
- Set up the report in QuickBooks desktop version
- Integration between Power BI and QuickBooks
- Finally identifying the data that needs to be connected and syncing with Power BI to project reports
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
We encountered some issues as below:
- QODBC connection using the QuickBooks company’s file had certain limitations for instance if QuickBooks is closed, then Power BI connection didn’t work and throwing error if there’s any popup window is open in QuickBooks
- Finding the corresponding tables in QQube in accordance to QuickBooks was a time consuming task
- Ensuring this end-to-end integration did not hamper the data quality
Project Completion
Duration
Deliverables
We used the below solution components to integrate QuickBooks to Power BI for data analysis, report creation and publishing these reports so that people across the organization can access the reports remotely .
- Using QQube as the Middleware to provide data to PowerBI
- Schedule Data sync between QuickBooks and QQube
- PowerBI Gateway to refresh the data in report from On-Prem QQube
- Date/Time based filtering of the data
- Tree hierarchy based filters
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
Evania Fernandes
building Manager
ultimate property group
Next Phase
