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.
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.
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
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
AmityWA empowers participants and provides them with support and assistance that build their skills and independence. Many times, it is difficult to manage all the data and keep track of each participant. So, AmityWA felt a need for a server that can provide a mechanism for programmatic control of the SAP support Services-Azure Remote Server Setup and its associated hosted virtual machines.
Location: Perth, Australia
Project Background
Peritos assisted AmityWA to streamline all the servers and explained how to address its data challenges by leveraging SAP Support Services-Azure Remote Server Setup. Peritos offered discounted licensing and guided how to save ongoing costs.
Scope & Requirement
Below are some of the scope items
- We implemented the Azure Windows Server Support with which we also offered them the licensing support at discounted price.
- Assist the Best Practices for Azure 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
- SAP Support Services-Azure Remote Server Setup
- 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 createdW
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 discounted licensing that aided in cost savings
Code Management, Deployment
Deployment for the SAP Support Services-Azure Remote Server Setup was done via Peritos
Challenges of SAP Support Services-Azure Remote Server Setup
AmityWA aims to be a provider of services that empower NDIS participants toward their goals. While catering to all participants’ needs, it is important that data is secure for each participant and can be accessed by AmityWA. For that, they required a virtual server that can help achieve faster and easier backup & recovery of key application workloads. Operating through a virtual server provided the liberty to work faster provisioning applications and resources, improving disaster recovery & business continuity & minimizing or eliminating downtime.
Project Completion
Duration
Oct 2021 ~ 2 working days
Deliverables
- Delivered a Web App which smoothly automates and manages the leads for each of AttentionSeeker clients ensuring the data gets stored in the app and the client can see the progress made by the Attention Seeker team thus saving time to have frequent calls to update them on the progress.
- A customized design of the app was discussed with the client
- Training and handover in using the app and explaing how the users and other clients can be easily onboarded.
Support for Setting Up Azure Windows Virtual Server
- 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
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
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
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.
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
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
DrinkSpy is an e-commerce website that sells liquor from different companies. It offers the best deals to its customers and allows them to compare prices and choose from a range of products.
https://drinkspy.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos got in touch with the client and presented a quote for the 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 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 can be migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- To get access with the right level of information to be able to see the existing license and to share the quote for the same license takes some time. As we were not given the right access or permission to be able to see that. This was quickly resolved as we informed the client the right steps to delegate access to Peritos Support ID
- To ensure we do not reduce the count of licensing just for cost cutting as the service User to whom a license may be assigned would be using the license for running some apps that can be disrupted if licenses are removed. Hence taking it slow and taking an informed decision is helpful. Once deleted those accounts are difficult to get back
- To explain to the client how to manage the cost more effectively and how to see the utilization reports.
Project Completion
Duration
Jan 2021 ~ 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
- Upfront Annual committment plan for 3 users for standard Microsoft subscription costing 18.6 NZD per month per user. As a partner we added our 20% discount and saved a monthly 11.4 NZD and approx 136 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
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Managing Reporting and Backend for the website
2. Managing Website
If You Are Looking For Similar Services?
Please Get In Touch
Executive Summary
About Client
Global Finance offers smart loans and insurance in Auckland since 1999. They offer their expertise to clients who are looking to buy residential or commercial properties and building their portfolio. It is independently judged and recognized as one of New Zealand’s most awarded financial service providers.
https://www.globalfinance.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos is a support partner for Global Finance limited and discussed on the savings plan for O365 discounted licensing pricing. Global Finance team was keen to collaborate with Peritos as their authorized partner. Our quote with an ongoing discount and managing clients license was agreed and thus we worked with the client to help them recommend the right license, esnure they were only paying for what they needed and providing them ongoing Partner % discount.
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
- To get access with the right level of information to be able to see the existing license
- To migrate from existing provider to Peritos Solutions as the provider
- Cleanup of license and ensure there is no disruption to the business in the process of migration
Project Completion
Duration
Aug 2022 ~ 2 working days
Deliverables
- O365 License Management
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office App
- 50+ standard licenses costing 18.9 NZD per month and saved client 94.5$ per month a total of 1134$ a year ongoing each 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
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client for
1. Microsoft Dynamics Support
2. Infrastructure Support
