Executive Summary
About Client
Custom Web App Development
Bayleys is a New Zealand-based, family-owned, operated real estate agency in New Zealand and Fiji. As the largest full-service real estate agency in the country, they offer a comprehensive array of property-related services and sector-specific expertise. Furthermore, Their business model is founded on trust, reliability, discretion, and exceeding our clients’ expectations. The in-depth experience, knowledge, and successful track record, therefore, are proven across our full-service business lines. They are committed to delivering world-class service and results.
https://www.bayleys.co.nz/
Location: New Zealand
Project Background
Bayleys envisioned an upgrade, seeking to replace their dated desktop application with a cutting-edge cloud-based alternative. Moreover, Embracing modern technology, this transition aimed to enhance efficiency, accessibility, and collaboration within the organization, aligning seamlessly with contemporary industry standards. The move to a cloud-based app promises to revolutionize their operations, providing a flexible and scalable platform that empowers their team and, consequently, delivers an exceptional experience to their clientele.
Scope & Requirement For Custom Web App Development
During the 1st Phase of the web app development, we discussed the implementation as follows:
- Review existing AWS environment
- Create a new web app for searching and adding new property details
- Migrate data from existing database to AWS
Implementation
Technology And Architecture Of Custom Web App Development
Read more on the key components that defined the Property search-Custom web app development for Bayleys
Technology/ Services used
The web app was deployed with the below technological component
- Backend Code: .NET 6, C#
- Web App code: Next.js
- Database: PostgreSQL
- Cloud: AWS
Integrations:
Google APIs
- AWS WAF service is used for the firewall
- All API endpoints are token-based
Scalability
- The application is designed to be running on serverless services so that it can easily scale up and down automatically based on usage.
Cost Optimization
- Alerts and notifications are configured in the AWS to notify if the budget is being exceeded.
- Deployed on serverless infrastructure, the application does not incur any additional costs when it is not in heavy use.
- 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
- CI/CD is implemented to automatically build and deploy any code changes
Challenges In Implementing Custom Web App Development
- Reuse the existing code logic
- Map the complicated calculation logic from the existing app to the new app
- Retain all features yet give it a better User experience
Project Completion
Duration Of Web App Development Implementation
May 2024 to Aug 2024
Deliverables for Custom Web App Development
- A new modernized cloud-based app
- User Guide
- Unit testing document
Support for Web App Development
- 1 month extended support
- A template for Cloud formation stack to create more AWS resources using the available stacks
- Screen sharing sessions with demo of how the services and new workloads can be deployed.
Testimonial
Awaited
Next Phase
Awaited
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
AWS Control Tower Setup
Wine-Searcher is a web search engine that helps find the price and availability of any wine, whiskey, spirit, or beer worldwide. It has been in operation since 1999 and has offices in New Zealand and the UK. In addition, They provide easy-to-use search engines, price comparison tools, an extensive database of wines and spirits, an encyclopedia, and news pages that aim to provide all “wine-finding” needs.
https://www.wine-searcher.com/
Location: New Zealand & UK
Project Background
Peritos expertly directed an AWS Control Tower setup for Winesearcher, thus optimizing their cloud infrastructure. Leveraging AWS Control Tower, the Peritos team streamlined governance and compliance, ensuring seamless scaling and enhanced security. This was needed as there were multiple different accounts the client wanted to consolidate accounts in addition to using organizations via the control tower. Additionally, Through meticulous configuration, we tailored the environment to Winesearcher’s specific needs, facilitating efficient resource management and cost control. With AWS Control Tower’s automation and governance features, Wine-Searcher gained a robust foundation for future growth, while Peritos provided invaluable expertise, empowering the company to focus on innovation and deliver an exceptional user experience in the dynamic wine market.
Scope & Requirement For AWS control tower Setup
Prerequisite: Automated pre-launch checks for your management account
Step 1. Create your shared account email addresses
Expectations for landing zone configuration
Step 2. Configure and launch your landing zone
Step 3. Then, review and set up the landing zone
Implementation
Technology And Architecture Of AWS control tower Setup
Furthermore, read on the key components that defined the Architecture for the AWS Control Tower Setup for Wine-Searcher
Technology/ Services used
We used AWS services and helped them to setup below
- Cloud: AWS
- Organization setup: Control tower
- AWS SSO for authentication using existing AzureAD credentials
- Policies setup: Created AWS service control policies
- Moreover, Templates created for using common AWS services
Security & Compliance:
- Tagging Policies
- AWS config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed AWS Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Backup and Recovery
- Furthermore, Cloud systems and components used followed AWS’s well-architected framework, and the resources were all Multi-zone availability with uptime of 99.99% or more.
Cost Optimization
- Alerts and notifications are configured in the AWS cost
Code Management, Deployment
- Cloudformation scripts for creating stack sets and scripts for generating AWS services were handed over to the client
Challenges In Implementing AWS control tower Setup
- Landing Zone Drift
- Role Drift
- Security Hub Control Drift
- Trusted Access disabled
Project Completion
Duration Of AWS control tower Setup Implementation
Aug 2023 to Sep 2023 ~ 4 weeks
Deliverables for AWS control tower Setup
1. Control tower implemented
AWS Control Tower is a service built with a solid architecture that can , thus, assist your organization in meeting its compliance requirements by establishing controls and implementing best practices. Moreover, third-party auditors evaluate the security and compliance of several services available in your landing zone as part of various AWS compliance programs, including SOC, PCI, FedRAMP, HIPAA, and more.
2. Business Benefits
Ensuring compliance, therefore, and implementing best practices is crucial for any organization. With our solution, you can, therefore, set up a well-architected, multi-account environment in under 30 minutes. Moreover, The creation of AWS accounts is automated with built-in governance, ensuring that the set standards and regulatory requirements are met. You can also enforce preconfigured controls to adhere to best practices. Additionally, our solution enables the seamless integration of third-party software at scale to enhance your AWS environment.
Support
- 1 month extended support
- A template for Cloud formation stack to create more AWS resources using the available stacks
- In addition, Screen sharing sessions with demo of how the services and new workloads can be deployed.
Testimonial
Awaited
Next Phase
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Managing AWS Environment
Wine-Searcher is a web search engine that helps find the price and availability of any wine, whiskey, spirit, or beer worldwide. It has been in operation since 1999 and has offices in New Zealand and the UK. They provide an easy-to-use search engine, price comparison tools, an extensive database of wines and spirits, an encyclopedia, and news pages that aim to provide all “wine-finding” needs.
https://www.wine-searcher.com/
Location: New Zealand & UK
Project Background
As part of their plan to launch a full suite of digital products, Wine-Searcher chose AWS as their cloud environment. Strategic resource allocation and cost optimization are critical to ensure a cost-effective operation. Peritos helped as the reliable AWS partner on AWS Cost Explorer and AWS Budgets, like valuable tools for implementing ongoing discounted billing. Furthermore, leveraging reserved instances and spot instances and optimizing usage based on peak hours and demand patterns can result in significant cost savings. Experts from the Peritos team helped regularly monitor and fine-tune the AWS environment based on Winesearcher’s needs, allowing for continuous optimization while adhering to budgetary constraints and maintaining the required scalability and performance for their operations.
Scope & Requirement for Managing AWS Environment
In the 1st Phase of the AWS Environment Setup, implementation was discussed as follows:
- Manage Billing
- Value added services
- Handling Complex environments
- Multiple AWS invoices
- Cost Optimization
- Cloud security optimization
Implementation
Technology and Architecture of Managing AWS Environment
Furthermore, Read on the key components that defined the Architecture for managing the AWS Environment Setup for Wine-Searcher
Technology/ Services used
We used AWS services and helped them to setup below
- Cloud: AWS
- Organization setup: Control tower
- AWS SSO for authentication using existing AzureAD credentials
- Policies setup: Created AWS service control policies
- Templates created for using common AWS services
Security & Compliance:
- Tagging Policies
- AWS config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed AWS Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Backup and Recovery
- Cloud systems and components used followed AWS’s well-architected framework, and the resources were all Multi-zone availability with uptime of 99.99% or more.
Cost Optimization
- Alerts and notifications are configured in the AWS cost
Code Management, Deployment
- Cloudformation scripts for creating stack sets and scripts for generating AWS services were handed over to the client
Challenges in Implementing Managing AWS Environment
- Collate all accounts together
- Understand and agree on how the account would be managed under the distribution model
Project Completion
Duration of Managing AWS Environment Implementation
1st Sep 2021 to Current
Deliverables for Managing AWS Environment
- Collate all accounts under the dsitrubution ECAM model
- Manage billing
- Provide support services as needed
- Ongoing discounted licensing
Support
- One month of extended support
- A template for Cloud formation stack to create more AWS resources using the available stacks
- Screen-sharing sessions with demos of how the services and new workloads can be deployed.
Testimonial
Awaited
Next Phase
We are now looking at the next phase of the project, which involves:
1. Implementing a control tower for the client.
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
ABDM-Compliant Hospital Management Software for all-size hospitals.
Ekanshi Solutions Pvt Ltd offers expert management consultation services to healthcare organizations. They provide strategic guidance and support to help organizations achieve their goals. With the in-depth expertise and industry knowledge, they help organizations optimize their operations, make informed decisions, and achieve excellence in patient care.
https://ekanshisolutions.com/
Location: Lucknow, Uttar Pradesh, India
Project Background
Ekanshi Solution requires reviewing its clients’ hospitals and clinics to ensure they meet the compliance requirements. To achieve this, we recommended developing a software solution that meets the basic compliance requirements and also eases the operational burden on hospitals.
- Registration and demographic data collection.
- Patient history and medical record management.
- Appointment scheduling and reminders.
- Patient check-in and waiting list management.
- ABDM Compliance M1 , M2 and M3 scenarios therefore create Verify ABHA and to manage patients records
- The movement of this on-premise app to a cloud-based infrastructure is aimed at improving performance, ensuring data security, and enabling seamless integrations with other digital health services.
- AWS Automated HIPPA Compliance check and aligned with best practices.
Scope & Requirement for ABDM-Compliant Hospital Management Software
In the 1st Phase of custom application development, we discussed the implementation as follows:
- A customized app, furthermore, helps to generate ABHA ID and integrates ABDM-compliant APIS
- The client hospital team should be able to view patient records easily and receive and send to the central server
- Able to book appointments and moreover schedule reminders easily.
- We would create a Web version of the app to help manage the above functionality, which will replace the current paper-based and unorganized work the admin was doing.
- Plan and execute the migration of application code, data, and databases from the on-premise system to the selected cloud platform.
- Ensure minimal downtime by utilizing cloud migration tools and strategies, such as database replication, to synchronize on-premise data with the cloud.
- Compliance with HIPPA and using config rules to do ongoing monitoring of compliance
Implementation
Technology and Architecture of Hospital Management Software
Read more on the technology and Architecture we used for AWS Custom Application Development using ESRI ArcGIS.
Technology/ Services used
The web app was deployed with the below technological component
- Backend Code: .NET Core, C#
- Web App code: AngularJS
- Database: PostgreSQL
- Cloud: AWS
Integrations:
Google APIs
ABDM Integration
Auth0
SendGrid
- AWS WAF service is used for the firewall
- All API endpoints are token-based
Scalability
- The application is designed to be running on serverless services so that it can easily scale up and down automatically based on usage.
Backup and Recovery
- Additionally, Automated backups are configured to backup the database and store multiple copies of the backup.
Cost Optimization
- Peritos optimized costs for the ABDM-compliant hospital management software by architecting a scalable, cloud-based solution using serverless components and right-sized infrastructure.
- Leveraging AWS tools like Cost Explorer and Trusted Advisor, we continuously monitored usage to eliminate waste and reduce expenses.
- Automation through CI/CD pipelines, along with performance-tuned code and databases, ensured reliable delivery while minimizing operational overhead—resulting in a cost-effective, high-performance system for healthcare providers.
Code Management, Deployment
- CI/CD is implemented to automatically build and deploy any code changes
Features of the Application
- Integrated Patient Profile with NDHM: This application seamlessly integrates with NDHM, enabling the swift creation of ABHA IDs and facilitating the exchange of patient health data. By interfacing with the National Digital Health Mission, the system ensures that patient data is standardized, up-to-date, and easily accessible, fostering more informed medical decisions.
- Multi-tenancy Architecture: The system’s ability to cater to multiple hospitals or health providers under a single unified platform is a significant advantage. Each hospital can manage its operations while benefiting from centralized updates and features, ensuring scalability and simplifying administrative tasks.
- Data Encryption at Rest and In Transit: Implemented encryption using AWS Key Management Service (KMS) for both data at rest (S3, EBS, RDS) and in transit (SSL/TLS) to ensure compliance with GDPR and HIPAA requirements for securing sensitive data.
- Identity and Access Management (IAM): Designed and enforced strict least-privilege access policies using AWS IAM. This included creating custom roles and policies with granular permissions for specific users and services, ensuring only authorized personnel had access to sensitive data.
- AWS Config and Compliance Rules: Set up AWS Config to track and audit configuration changes across the environment. Applied AWS Config Rules to continuously monitor compliance against GDPR and HIPAA requirements, such as encryption enabled on S3 buckets and logging for API Gateway and Lambda.
- Audit Logging and Monitoring: Configured AWS CloudTrail and Amazon CloudWatch for continuous logging and monitoring of API calls, changes, and actions within the AWS environment. This was crucial for meeting HIPAA requirements for audit trails and GDPR’s data access visibility.
- VPC Flow Logs and Security Groups: Deployed Virtual Private Cloud (VPC) with properly configured flow logs to monitor and log network traffic. Used AWS Security Groups and Network ACLs to ensure secure network segmentation and prevent unauthorized access to sensitive resources.
- Data Residency and Data Transfer Controls: Implemented controls to ensure data residency compliance by restricting data storage and processing to specific AWS regions as required by GDPR. Utilized VPC endpoints and AWS Direct Connect to secure data transfers and reduce the exposure to the public internet.
- Backup and Disaster Recovery: Designed an automated backup strategy using AWS Backup to meet GDPR’s requirement for data recoverability, ensuring regular snapshots of critical databases (e.g., RDS, DynamoDB) and storing them in encrypted S3 buckets across different regions for redundancy.
Challenges in implementing ABDM Compliant Hospital Management Software
- Integration with ABDM APIs is needed to achieve compliance; however, the API documentation was not up to date. Also, the API versions keep checking. During the app development from v1 to V3, we had to reach the APIs and perform code refactoring to ensure the utilization of the latest set of APIs.
- Furthermore, Help from PWC team was provided and explained the API endpoints and the test scenarios to cover to ensure the app compliance checks can be passed.
- Testing of the application with multiple end users who were experts in their domain was a challenge.
- We found the data quite complicated to understand and relied on the client’s team to test and inform us about the expected result in case of any issues. Additionally, we identified key users such as doctors, administrators, nurses, department heads, etc., to ensure coverage of all user scenarios.
- Given the sensitive nature of medical data, ensuring robust security measures against breaches and unauthorized access is paramount.
- The hospital management application ensured data security and privacy through end-to-end encryption for both data at rest and in transit. AWS’s suite of security tools, including IAM for access control, KMS for key management, and VPCs for network isolation, were leveraged. We fortified the APIs with security tokens and rate limiting and conducted regular training sessions for staff on security best practices.
Project Completion
Duration of Hospital Management Software Implementation
Jan 2023 – Dec 2023 ~ 1 year months 1st Version
@nd Version- Jan 2024 – Present Currently working on Reporting, Enhancements, and Billing , In patient and Out patient feature addition along with M2 Billing
Deliverables for ABDM-Compliant Hospital Management Software
Setting up the AWS environment for the client system
• Custom web application for two environments production and UAT system
• We delivered the features as agreed in the scope
- Registration and demographic data collection.
- Patient history and, furthermore, medical record management.
- Appointment scheduling and reminders.
- Patient check-in and waiting list management.
- ABDM Compliance M1, M2, and M3 scenarios to create Verify ABHA and to manage patients records
- HIPPA compliance report for managing workloads and following best practices for HIPPA and also ongoing monitoring report.
- We developed the following set of core features.
User: Manages user registration, authentication, roles, and permissions.
Hospital: Multi-tenant application to handle hospital registration, department management, and related configurations.
Doctor: Manages doctor profiles, availability, specialties, and associated scheduling.
Patient: In addition, Interfaces with ABDM for patient data operations, ABHA ID creation, and retrieval of patient health history.
Support
- As part of the project implementation we provide 2 months of Ongoing extended support.
- This also includes 20 hrs a month of development for minor bug fixes and an SLA to cover any system outages or high-priority issues.
Testimonial
After working for 6 months on the project, we took feedback from the Product owner whom we have worked closely for project execution:
Peritos and using AWS have been instrumental in transforming our hospital’s operations for clients. It empowered us to create a custom multi-tenant application that not only meets our current needs but also positions us for future growth and innovation to showcase this to our larger client base and prospects. With a solid system now, we have the confidence to continue our mission of providing exceptional healthcare services to our community, knowing that our technology backbone is secure, reliable, and ready to scale. Additionally, We are happy with the services and look forward to completing more projects in the future with Peritos team.
Akanksha Niranjan
OWNER, EKANSHI SOLUTIONS
Next Phase
We are now looking at the next phase of the project which involves:
1. Furthermore, Ongoing Support and adding new features every Quarter with minor bug fixes
2. Electronic Medical Records (EMR) Integration: Incorporate a system that not only stores patient data but also tracks their entire medical history, including medications, allergies etc
3. AI-Powered Predictive Analysis: Moreover, Use AI and machine learning to analyze patient data for potential health risks, helping doctors make informed decisions
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
AWS Support Services-Digital Tribe is the United Arab Emirates’s leading full-scale Digital Marketing agency in Dubai, enabling brands to grow online. Digital Tribe creates robust websites, web applications, branding, content, and digital marketing experiences. It is an agency that delves deep into the details of every sector.
https://digitaltribe.ae/
Location: United Arab Emirates
Project Background
Digital Tribe were embarking on the journey of launching a full suite of digital product and zeroed upon AWS as their choice for a cloud environment. They wanted to create new applications and migrate to cloud services to improve their scalability, ensure availability, minimize latency, and reduce costs. They also wanted to accelerate their digital transformation and add more excellent business value through AWS Development Environment best practices. Lastly, with the new apps, they wanted to monetize and create SAAS-based offerings for the end users. For all this, it was necessary to do AWS Environment Setup, which follows best practices and meets compliance which can be used as a base for implementing more applications.
Scope & Requirement
In the 1st Phase of the AWS Environment Setup, implementation was discussed as follows:
- Setting up AWS environment for multi-account, Multi environment setup
- Ensure that all AWS accounts follow the same policies and adhere to all legal and regulatory compliance.
- Setup connectivity between different AWS accounts and on-prem network
- Setup AWS security hub to provide a comprehensive view of the security state
Implementation
Technology and Architecture
Technology/ Services used
We used AWS services and helped them to setup below
- Cloud: AWS
- Organization setup: Control tower
- AWS SSO for authentication using existing AzureAD credentials
- Policies setup: Created AWS service control policies
- Templates created for using common AWS services
Security & Compliance:
- Tagging Policies
- AWS config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed AWS Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Backup and Recovery
- Cloud systems and components used followed AWS’s well-Architected framework and the resources were all Multi-zone availability with uptime of 99.99% or more.
Cost Optimization
- Alerts and notifications are configured in the AWS cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating AWS services was handed over to the client
Challenges
- Mobile app should be scalable
- Multi Language support required
- It was a bit of a challenge to ensure the new environment meets all of the compliance criteria and still remain cost effective
Project Completion
Duration
Oct to Dec 2022 ~ 3 months
Deliverables
- AWS (Amazon Web Services) setup and architecture design and document
- Implemented AWS Security Hub
- Handover and Support documents were provided
Support
- 1 month of extended support
- A template for Cloud formation stack to create more AWS resources using the available stacks
- Screen-sharing sessions with a demo of how the services and new workloads can be deployed.
Testimonial
Below is the feedback from the team member at Digital by Tribe
Thank you for the quality of service provided by Peritos Solutions. We sincerely appreciate the efficiency, level of detail, accountability, and responsiveness you have demonstrated on our project.
Bindiya Prakash
digital business analyst
Next Phase
Ongoing support for AWS Review, Design, and Architecture Setup
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
InfinityStudio.AI is an early-stage start-up company from Auckland, NZ, building a geotechnical and natural perils AI/ML-enabled platform providing Software as a Service (SaaS) solutions for Engineers, Scientists, and Advisors involved in natural disaster response to integrate their tools, designs, and datasets digitally who required to set up the O365 Discounted Licenses for their organization.
Location: Auckland, New Zealand
Project Background
Peritos got in touch with InfinityStudio.AI and presented a quote for the ongoing O365 discounted licensing pricing. The client was interested in our services as they got a special authorized dealer discount. Client was happy to select Peritos for managing licensing and support for both O365 and while using other Microsoft Product.
Scope & Requirement
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 can be migrated within 2 days and with no downtime
Challenges of O365 Discounted Licenses
- To migrate from GoDaddy the existing license used by the client
- Setup the same in 1 day timeframe as the client wanted to send emails immediately and did not wanted any downtime. We have a round the clock implementation and support which helped to support client needs.
Project Completion
Duration
Dec 2022 – 1 day
Deliverables
- O365 Mailbox Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- Upfront Annual committment plan for 20+ users for standard Microsoft subscription costing 18.6 NZD per month per user. As a partner we added our 10% discount and saved a monthly 37.4 NZD and approx 446 NZD per 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
- Add new user and assign license for the user as needed.
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
- Ongoing support related to O365 setup
- User Management
- Ongoing Discounted Licensing
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Ultimation Industries is a conveyor manufacturer for industrial conveyor systems. They are the leading manufacturers of the same past 30 years. They offer a range of conveyor systems and parts.
https://www.ultimationinc.com/
Location: Michigan, USA
Project Background- Dynamics Discounted Licensing
Ultimation Industries collaborated with Peritos for their Dynamics discounted licensing pricing as Peritos is an authorized partner. 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 partner.
Scope & Requirement for Dynamics Discounted Licensing
Below are some of the scope items
- We implemented the Business Central system with which we also offered them the licensing support.
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- 1 month Free Trial and extended 2 Month trial as a partner
- Understand the best licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- MIcrosoft Dynamics Essentials License
- Team Member License
Integrations
- NA
Security:
- Comes with MIcrosoft Standard Support and Security Cover
Backup and Recovery
- Microsoft Production Support
- 1 Live Environment and 2 Sandbox Environment with Multiple companies that can be created
Scalability
As applicable with the standard Service
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Mixed License for Team Member and Dynamics Essential Licensing Support
Code Management, Deployment
Deployment for the new licenses was done via Peritos as an authorized provider
Go Live
After confirmation from the client the Licenses were procured and was live in 2 working days time.
Challenges of Dynamics Discounted Licensing
- To understand the specific license requirement and map to business Central essential and Teams license
- Sync Business Central License with O365 Tenant to sync the user access via Active Directory.
- Review the License each month and send a monthly report with the current License assigned vs Activity dates.
Project Completion
Duration
Oct 2021 ~ 2 working days
Deliverables
- Dynamics License Business Central Essential and Teams License added to the client admin center
- 30+ License for Essential and Teams combination costing 70$ and 8$ respectively . Peritos Discount was applied for 10% with approx saving of 215$ per month and a total of 2500$+ each year ongoing.
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide month end 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
- Managing user access and setting up each time a new user joins or leaves the organization within a few hrs to max in a day of the request being raised.
Testimonial
Awaited
Next Phase
We are also working with clients on other projects
1. Support for Dynamics system
2. Helping with Integration of Business Central with Ecommerce online Stores Amazon, WooCommerce etc.
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
LIPS is a data tool which helps suppliers and retailers to increase their market intelligence by tracking advertised liquor prices to improve their competitive advantage. It even helps to identify market opportunities and optimize promotional strategies.
https://www.lipsdata.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos helped client for managing Microsoft licenses and provided O365 discounted licensing savings plan. Peritos works as an authorized partner to help inform clients on how they can have potential ongoing savings with licenses instead of procuring directly from MIcrosoft it is advisable to go with a 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 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
- Getting access to the client Azure AD
- identifying the right set of license for the Business.
Project Completion
Duration
Jan 2022 ~ 2 working days
Deliverables
- O365 Mailbox Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
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
- Upfront Annual committment plan for 5 users cost they saving of 20% ~20$ a month and approx 226.8 NZD per year.
Testimonial
Awaited
Next Phase
We are already working with client for
1. Website Management
2. Managing Marketing for Adwords
If You Are Looking For Similar Services? Please Get In Touch
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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Executive Summary
About Client
Ultimation Industries is known for conveyor technologies and automation business for the last 30 years. They are the leading manufacturers in USA and they provide services to customers from various international markets. The products that they offer are:
- Conveyors
- Automation Equipment
- Specialty machines for tire, wheel mounting and inflation
- Online Sales of Conveyors and its parts
https://www.ultimationinc.com/
Location: Roseville, Michigan, USA
Project Background- Business Central Implementation
Ultimation Industries collaborated with Peritos Solutions for their business central implementation project. They wanted to automate and streamline their business processes which included sectors like: Sales, Purchasing, Finance, Inventory, BI and Reporting. They wanted relevant custom functionalities that made their processes easier.
Scope & Requirement
Implement Business Central module
- Core Features like Sales, Purchasing, Inventory, Finance
Implementation
Technology and Architecture
Technology
Business Central ERP was implemented with the core Modules as below
• Modules Sales, Purchasing, Inventory, Financial, Reporting and Jobs
• Database: SQL
• Programming: AL, C# APIs
Integrations
• Integration with WooCommerce Store on WordPress site
• Integration with Amazon Store
• Integration with Avalara Taxation
Security:
- Authentication via Active Directory
- Multi-Factor Authentication
- Granular Role based access
- Data is encrypted at-rest by using Transparent Data Encryption (TDE) and backup encryption.
- Data backups are always encrypted.
- All network traffic inside the service is encrypted by using industry standard encryption protocols.
Backup and Recovery
- Standard Database and application backup
- Recovery Point Objective (RPO) is small and could take up to a few seconds or a couple of minutes
- Recovery Time Objective (RTO) varies depending on the nature of the outage, and could take up to 4 to 10 hours.
Scalability
- Managed automatically by Microsoft. Business Central runs much faster with a focus on typical business scenarios and usage patterns. The experience in the browser is more responsive thanks to on-demand loading of page elements, server resources are optimized for fast user interaction, and the database has been tuned to handle more data and load it faster.
Cost Optimization
- License cost varies for a Team and Essential license from 8 USD to 70 USD per month per user. We included a mix set of these 2 licenses for around 20 team members.
Code Management, Deployment
- Code for the app is committed on Azure DevOps
- CI /CD implemented for any changes and continous deployment
features of Business Central Implementation
Sales:
- Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments.
Purchasing:
- Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents.
Finance:
- It offers control of the financial data
- Accelerates financial closing and reporting by optimizing reports for profitable financial decisions
Inventory:
- Register new inventory or service-type items, categorise items for easy searching, adjust inventory levels, and perform common inventory costing tasks.
BI & Reporting:
- Get insight to the performance of your business activities through budgets, account schedules, and analysis views. using Fiscal Year, Trial Balance and Reports Per transaction, per customer and Vendor
Challenges
- Change management for the users to adopt to the new way of working was a challenge.
- Having a Key point of contact from the team and conducting multiple user sessions spread across different team member with the key users to enable them to carry out the business processes efficiently
- Migration of open balances had a lot of data issues which were not something Business central was able to handle by standard.
- Preparing for mock go live ahead of Go Live and agreeing on the correct way to handle the data inconsistencies in the system was done.
- Customization were done wherever needed example to update posted invoices for Vendor when the actual invoice came in as the client had already accounted for those invoices in the legacy system without recieving the invoice.
- Integration with store front to ensure that 1000s of orders could come in smoothly and they should be posted automatically as it comes from either Amazon or WooCommerce which already had a processing step automated
- We created sales order as the incoming document and a batch job for posting these sales order from the system automatically. If any issues it was shown on the job log as well as the order remained stuck which could be corrected via manual intervention by the client as needed.
Project Completion
Duration
Feb 2021 – Dec 2021 Go Live ~ 10 months
Deliverables
- Fully configured Business Central environment and mapped to Ultimation Business Model with functionalities of sales, purchasing, inventory, BI and reporting.
- Signed off with user training and Admin and end user guides for the Ultimation team members
- Migrating Open balances Customer, vendor, Inventory, Bank reco, General ledger accounts, Open Sales Orders, Purchase orders, Open Invoices for customers and vendors.
- Migrating Master data which included Customers, Vendors , Metadata, Chart of accounts, Items, user information, Custom fields and data mapping.
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial Business Central Implementation
Below is the feedback recieved from key stakeholder 3 months after completion of Business Central implementation project.
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!
Richard Canny
President, Ultimation industries
Next Phase Business Central Implementation
We are now looking at the next phase of the project which involves:
- Ongoing Support and maintenance for running business central core modules and assisting in day to day operations
- Implementing customizations, development changes or exploring new features in Business Central
- Answering How to Questions from different team members in Ultimation industries
