Power BI Quickbook integration for Milford

Power BI Quickbook integration for Milford

This case study probes how we successfully incorporated Power BI Quickbook Integration for a seamless user experience for our client.

Implementation

About Client- Attendance Management System

Pioneer Institute of Professional Studies is a Part of Pioneer Group which was established in 1996. The institute is known for providing quality education and is one of the oldest private educational Institutes in Indore. Pioneer Institute is run and managed by highly qualified & experienced professionals who have an expertise in the field of education & industry.

Attendance Management System-Project Background

Peritos and Pioneer Institute of Professional Studies got together and discussed about the issues related to attendance management system for students and teachers during the Lockdown period when all classes and lectures were happening online. In order to effectively manage tracking the attendance and ensure there is visibility to both students, teachers and parents, it was decided to discuss the online and digital option to get the teachers and students to track and manage the attendance online. This was also decided to implement across all of the Pioneer Group of Schools and colleges after its 1st successful iteration.

Scope & Requirement

In the 1st Phase of the attendance management system, implementation was discussed as follows:

Teacher Mode:

Student Mode:

Implementation

Technology and Architecture

Technology

Integrations

Security:

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

Features of Attendance Management System

Challenges

Project Completion

Duration

Deliverables

Support

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

Testimonial

After using the app live for a month, we took a survey of approx. 20 teachers and 50+ students on how the app performed. All he staff and students love it. Here are the survey results out of 5 Stars:

  • Ease of use *****
  • Performance ****
  • Improves productivity to track attendance *****
  • Saves Time *****

Overall: 4.75/ 5

Feedback image
The mobile app designed by Peritos has made our life much easier. Digitization of attendance using this app has led to saving of time and resources, given visibility to our students and teachers, and eliminated the possibility of errors. We are very thankful to Peritos for helping us with digitization across our multiple group companies and they are all using the same app now.
Prashant Jain
GROUP CEO PIONEER GROUP

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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Testimonial

Edward Yarashev
Product Manager | Tonkin + Taylor

Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.


(For services and support)
Richard Canny
Ultimation industries | President

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


(For services and support)
Grant Peterson
Software Development Manager | Insight Software

The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.


(For services and support)

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    Executive Summary

    About Client

    For almost 20 years, Milford has been a mediator of know-how and systems for improving urban spaces and landscapes throughout Scandinavia. The product range includes plans for planting urban trees, edging, plinth gutters, rainwater management, grass reinforcement, and wall planting. All have been created closely with leading architects, engineers, and landscapers, and they felt the need for Power BI Quickbook Integration, which Peritos completed successfully.
     

    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

     

     

     

     

     

     

     

     

    Feedback image
    Evania Fernandes
    building Manager
    ultimate property group

    Next Phase

     

     

     

     

     

     

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