Executive Summary
About Client
Tax Professionals offer a wide range of accounting and tax services. They help small and mid-sized businesses. The team also won, “Accountant of the Year” award at the 12th Annual Newslink Indian Business Awards in 2019. They made it to the finalist category for the “Small Business of the Year” award.
https://www.taxprofessionals.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos approached client for O365 discounted licensing pricing and to go via Peritos as an authorized partner. We presented the Quote which got the client interested to choose our services and support for managing their licensing and agreed for us be the client’s authorized 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 provided 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
Aug 2022 ~ 2 working days
Deliverables
- 20 O365 Mailbox standard licenses Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- 20 standard licenses were migrated costs 18.9 NZD per month and saved client 37$ per month a total of 453$ a 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. Marketing
2. Website Management
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
If You Are Looking For Similar Services? Please Get In Touch
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
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Pioneer Convent School was established by Pioneer Group in 1999 for delivering value based education. The school is one of the oldest private schools based in Indore. Pioneer Convent School believes in teaching students beyond the classroom knowledge. They try to connect the students with values which enhance their life skills.
- Affiliated with CBSE from 2003
- Aims to impart all round education to students physically, mentally and intellectually
- Provides quality education with best learning methodology and participative management system
http://www.pioneerconvent.com/
Location: Indore, Madhya Pradesh, India
Project Background- Online Attendance Management Software
Peritos and Pioneer Convent School got together to discuss about the online attendance management system so that teachers and parents can keep a track record of the presence of the students in every class during the lockdown period. The attendance tracking software seemed like a practical solution as all the data of the class schedule. timings and student’s attendance can be found in one place.
Requirement
IN the 1st phase of attendance tracking software, it was discussed to have the following requirements,
Teacher Mode:
• Design an app where a teacher can view the list of children assigned to them.
• Children will be attending multiple lectures each day and that can be tracked through online attendance management system.
• The teacher needs to check-in and out for each of the lectures.
• Ability to export attendance for each class or student
Student Mode/ Parent Mode:
• Student / Parent should be able to see the attendance
• Check the Goal vs Achieved attendance criteria
Backend would be done via mass upload at the Go live date by the admin to upload the schedule and timings for students and teachers.
Scope of the Online Attendance Management Software
With the current requirement discussed and finalized we agreed on the scope of work to implement the said features in a web app with a single sign on integration.
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
• Students are able to see the list of subjects and timetable with the click of the mouse.
• Teachers are able to see the list of subjects , classes and students attendance and mark daily attendance
• Students are able to view the attendance % and the min attendance needed vs achieved
• On the go attendance marking and calculations updated
• Incorporate Holiday, class cancelled in the Min attendance calculations
• Quick setup with Dashboard view
Challenges of online attendance management system
• 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 who were onboarding around 50+ class schedules for 500+ students.
Project Completion
Duration
Deliverables
• UX Design 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 while 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 attendance tracking software project implementation we provided 1 month of extended support. This includes any major / minor bug fixes.
Testimonial
After using the app for a month, we took a survey of approx. 20 teachers and 50+ Students on how the app performed. Here are some of the survey results out of 5 Stars
• Ease of use *****
• Performance ****
• Improves productivity to track attendance *****
• Saves Time *****
Overall:
We also took Feedback from below:
Prashant Jain Founder, Pioneer Group – ‘App has helped us in making our move to the digital space with much ease. The app has helped the teachers to save time and yet maintain attendance records efficiently.’
XXX, Pioneer Group –
Mike Stuart
Head of Sales , Intel
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
