Digital Receipt & Invoice Management Application for Cumulus Pro

The project explores the features, challenges, and implementation of the Cumulus Pro-Digital Receipt & Invoice Management Application

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      Executive Summary

      About Client

      CumulusPro creates web and mobile expense claim apps. It is a cloud-based expense management software solution that helps businesses to ensure employees comply with HR policies. Employees can even submit their claim settlements.

      They conceptualize, develop and automate this software by encouraging their clients to go paperless and digital. 

      https://cumuluspro.com/
      Location: Offices globally at Singapore, Malaysia, Switzerland and Australia

      Project Background-Software Development in Azure

      Peritos and CumulusPro got together to develop their digital receipt & invoice management application in Azure. They wanted to create a simple and automated expense management solution for businesses.

      Scope & Requirement

      In the 1st Phase of software development in Azure, implementation was discussed as follows:

      • Design a web app for custom expense solutions
      • Helps to ensure businesses that employees comply with HR policies
      • Employees and managers can submit or accept 
      • Ability to export attendance for each class or student claims for reimbursement 
      • HR policies to be configured in the app

      Implementation

      Technology and Architecture

      Technology 

      The web app was deployed with the below technological component

      • Backend Code: .NET Core, C#, Node.js
      • Mobile App code: React Native
      • Web App code: ReactJS 
      • Database: SQL Server, MongoDB
      • Cloud: Microsoft Azure

      Integrations

      • Migration from an on-premise database to Online Student, Teacher, Subject database
      • Single Sign-on using Auth0
      • Sendgrid

      Security:

      • Data Encryption
      • Multi-Factor Authentication for Admin, Teacher, and students when logging in
      • All API endpoints are tokenized

      Backup and Recovery

      Cloud systems and components used in the attendance management system are secure and 99.99% SLA. We have added HA/DR mechanism to create a replica of the services 

      Scalability

      Application is designed to scale up to 10X times the average load received in the 1st 6 months of its usage and all cloud resources are configured for auto-scaling based on the load

      Cost Optimization 

      Alerts and notifications are configured in the attendance management system to notify if the budget is being exceeded.  Peritos being a cloud partner is managing the environment for the client keeping a close watch on the cost and finding ways to optimize the same 

      Code Management, Deployment

      Code for the app is handed over to the client through Microsoft AppCenter. 

      CI/CD is implemented to automatically add, build and deploy any code changes 

      Features of digital receipt & invoice management application in azure

      • Helps businesses to go paperless by submitting receipts through the application
      • Reduces costs and lowers overall claims process costs
      • Quick and easy to use as data is automatically populated into expense claims
      • Collect individual receipts and submit expense report at the end of the month
      • Hosted on MS Azure Cloud Platform 

      Challenges of digital receipt & invoice management application in azure

      • Getting the huge amount of data to incorporate and add to the online database. We took an online database migration tool and added AI ML logic to ensure the right data is sent to the right data view 
      • Teacher training on how to mark the attendance as there were more than 200+ teachers and onboarding around 50+ class schedules for 500+ students 

      Project Completion

      Duration

      April 2020 – Sep 2020 ~ 6 months 

      Deliverables

      • UX Design of the attendance management system was delivered after which the scope was confirmed 
      • Web App unit tested with a How to Document Guide and FAQ on some common issues that might be faced in using the app by the Students, Teachers and Admin 
      • Knowledge transfer with Train the Trainer sessions to train super users who further trained the staff members 

      Support

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

      Testimonial

      GROUP CEO CumulusPro

      Next Phase

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

      1. Ongoing Support and adding new features every Quarter with minor bug fixes

      2. Web based module to have admin be able to mass Upload teacher, students 

      3. Mobile App for the students and teachers to mark attendance on the mobile phone 

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