Executive Summary
About Client
Enterprise Software Solutions (ESS) provides tailored software licensing and cloud services, specializing in optimizing Microsoft licensing solutions. Headquartered in Phoenix, Arizona, ESS helps clients reduce cloud spending and navigate complex licensing challenges. Their services include Microsoft 365 and Dynamics 365 solutions, cloud licensing optimization, and 24/7 support. ESS focuses on delivering cost-effective software solutions with a strong emphasis on customer service, including fast delivery, a 30-day warranty on most products, and a full refund policy.
Address: Tempe, AZ 85281 , USA
https://www.enterprise-software-solutions.com/
Project Background
Peritos and Enterprise Software Solutions (ESS) have entered a 2-year contract to support multiple enterprise and Microsoft clients. This partnership focuses on providing solutions and services for clients utilizing Microsoft products. The collaboration covers high-level requirements across various projects, ensuring both companies can effectively serve their clients by leveraging Microsoft’s extensive suite of tools and services. These include Dynamics 365 F&O , CRM, Sales Hub, Customer insights, HR, Project operations, SCM and Finance.
Requirement
- Supporting enterprise-level implementations of Microsoft tools.
- Addressing high-level needs such as financial operations, customer relationship management, HR processes, and supply chain efficiencies.
- Providing seamless integration across various departments to enhance productivity and business outcomes.
Scope
Scope
- Requirement Gathering: Understand client-specific needs and align them with Dynamics 365 capabilities.
- System Implementation : Set up the appropriate Dynamics Product for customer and the different modules (e.g., Finance, CRM, SCM) based on the business processes and scope identified.
- Customization: Tailor the system through custom fields, workflows, or integrations as required.
- Data Migration: Transfer data from legacy systems into Dynamics 365 while maintaining integrity.
- User Training and Go-Live: Train users, conduct tests, and ensure a smooth transition to the new system.
- Post-Go-Live Support: Provide ongoing support and system optimizations.
Technology and Architecture
- Cloud-Based Architecture: Dynamics 365 runs on Azure, leveraging its scalability, security, and integration capabilities.
- Microservices and APIs: Modular design using microservices allows seamless integration of Finance, SCM, HR, and CRM with third-party systems.
- Data Management: Utilizes Azure Data Factory for ETL processes, with Azure SQL for data storage and Power BI for embedded analytics.
- Security: Built-in role-based access control (RBAC) and encryption ensure data protection across the system.
Challenges
1. Data Migration Complexity: Transferring large volumes of data from legacy systems while ensuring accuracy and integrity can be time-consuming.
2. User Adoption: Resistance from users accustomed to old systems can slow down implementation.
3. Customization Needs: Legacy customizations may not fit into the Dynamics 365 architecture and require redevelopment.
4. Integration with Other Systems: Connecting Dynamics with existing software and third-party tools can be complex.
5. Downtime and Disruption: Migrating to a new system may cause temporary disruptions in business processes.
Overcoming challenges across multiple clients has led us to develop reusable assets, datasets, and tools that streamline the Dynamics 365 implementation process. These resources include pre-configured templates, tested integration frameworks, and proven techniques for data migration and user training. By utilizing these assets, we ensure each project runs smoothly and can achieve faster go-live times. This approach has helped us maintain consistency and efficiency, reducing the overall complexity and risks associated with deploying new systems across different client environments.
Project Completion
Duration Long Term contract from Jan 2022 for 5 years
The deliverables for a Dynamics 365 implementation projects we have worked on are below
1. System Configuration: Set up Dynamics 365 modules (Finance, SCM, HR, CRM) as per business requirements.
2. Data Migration Report: Detailed report on data migrated from legacy systems, ensuring data integrity.
3. Customization Documentation: Comprehensive documentation of customizations and configurations done on the system.
4. Integration Setup: Configured integration with third-party systems and existing platforms.
5. User Training Materials: Manuals, videos, and training sessions for end-users.
6. Go-Live Support Plan: Detailed plan for system launch and ongoing post-go-live support.
These deliverables ensure a successful and smooth deployment.
Support
Support can be from 2 weeks ongoing to be around 4 weeks of Hypercare support. We also have been supporting 5 customers for an AMC contract
Testimonial
Working with Peritos has been a highly productive and seamless experience. Their expertise in Microsoft solutions, particularly Dynamics 365, has helped us successfully implement complex projects across multiple clients. Their reusable assets, tools, and consistent approach to handling customizations have ensured smoother transitions and faster go-lives. The team’s commitment to delivering high-quality results and providing ongoing support has strengthened our partnership, and we look forward to future successes together.
– Abhi Ahuja , ESS Founder
About Client
Pioneer Institute of Professional Studies is a Part of Pioneer Group Pioneer Group was established in 1996. The group is a renowned name in providing quality education and is one of the oldest private educational Institutes in Indore, M.P. Pioneer Group is run and managed by highly qualified & experienced professionals having domain experience in the field of education & industry. Autonomous and NAAC Accredited Institute.
- Institutional Membership of CSI, IMA, ISTE and AIMS
- Placement in Top fortune 500 Companies and Institutional Membership of CSI, IMA, ISTE and AIMS
- Number of Students, Teachers and has been ever-increasing
http://www.pioneerinstitute.net/
Location: Indore, Madhya Pradesh, India
Project Background
Peritos and Pioneer Institute of Professional Studies have a history of working together. As a Microsoft Partner Peritos was chosen for the migration project work for AX to F&O system. The migration from Dynamics AX to Dynamics 365 Finance & Operations (F&O) is often driven by a need for enhanced functionality, cloud scalability, and better integration with other Microsoft services. Dynamics AX, although a robust ERP solution, lacks many of the modern features and cloud capabilities provided by Dynamics 365 F&O. Migrating to F&O offers businesses opportunities for real-time analytics, streamlined workflows, advanced AI capabilities, and improved flexibility for business processes.
Requirement
- End of support for Dynamics AX: Customer was reaching end-of-life, prompting businesses to upgrade.
- Desire to adopt cloud infrastructure: Dynamics 365 F&O offers cloud deployment and integration with other Microsoft Azure services and customer wanted to upgrade to the cloud
- Scalability and Flexibility: Dynamics 365 offers modular solutions, meaning companies can scale specific modules to meet evolving business needs. Since they had a list of customizations so it was better to do with the newer implementation
- Seamless integration with Microsoft 365 and Power Platform (Power BI, Power Automate, etc.) for more connected, insightful business management.
- Enhanced User Experience: F&O provides a more intuitive, web-based interface that improves user productivity and accessibility and also better uptime and lesser maintenance.
Scope
Below phases were identified
- Assessment and planning
- Data Migration planning
- Process mapping
- Configuration, Customization
- Integration
- Module wise implementation Sales, Finance , Project management, banking and Vendor management
Implementation
Technology and Architecture
Technology Stack:
Microsoft Azure: Primary cloud platform hosting Dynamics 365 F&O.
Dynamics 365 Finance & Operations: Core ERP platform, replacing Dynamics AX.
Azure Data Factory (ADF): Used for ETL processes during data migration.
Power Platform: Power BI, Power Automate for analytics and automation.
Common Data Service (CDS):Ensures data consistency across integrated systems.
Architecture:
Cloud-based Deployment: Leverages Azure for scalability, performance, and flexibility.
Modular Design: Dynamics 365 modules (Finance, Sales, Vendor , Customer and Banking )
Microservices Architecture: F&O integrates with other services via APIs and Azure microservices.
Data Layer: Data stored in Azure SQL Database, with integrations for real-time analytics using Power BI.
Integration Layer: Utilizes Azure Logic Apps, Service Bus for third-party system integration.
Features & Benefits
Dynamics 365 F&O is fully cloud-based, offering better scalability and reduced infrastructure costs
Modern, web-based interface with improved usability, customizable dashboards, and better navigation.
- Embedded Power BI for real-time insights and advanced reporting.
- Built-in enterprise-grade security with role-based access, multi-factor authentication (MFA), and data encryption.
Native integration with Microsoft services (Azure, Power Platform, Microsoft 365) and third-party applications via APIs.
Benefits
Cloud deployment allows for easy scaling as business needs grow, without the need for additional hardware
The modern UI and enhanced features streamline workflows and boost employee productivity.
- Modular structure allows businesses to adopt only the functionalities they need, with room for future growth 3 systems were retired and moved to F&O
- Cost saving as previous Support contracts with 3rd party software were terminated to enable use of a single platform
Cloud connectivity facilitates better collaboration across teams, locations, and departments, improving overall efficiency.
Challenges
- The new web-based interface in Dynamics 365 F&O can be unfamiliar to users accustomed to the Dynamics AX interface, potentially leading to resistance and slower productivity during the initial phase.
Legacy customizations in Dynamics AX might not be compatible with the new architecture and UI of Dynamics 365 F&O, requiring redesign or redevelopment.
- Migrating large volumes of historical data while ensuring its integrity and compatibility with the new system can be complex and time-consuming.
Implement a phased approach to data migration, beginning with high-priority data, using tools like Azure Data Factory to ensure seamless data transfer and minimal disruption.
- The new features and interface require comprehensive training for end-users to fully leverage the system, which can be time-consuming and resource-intensive.
Tailor training sessions to focus on the specific roles and responsibilities of different user groups to ensure effective learning and immediate application of the new UI.
Introducing a new system can create disruption, and without a solid change management strategy, it may lead to confusion and inefficiencies.
- To address user adoption, offer detailed training sessions, workshops, and access to user guides for staff to become familiar with the new interface and features and supported them to learn in batches with targetted based user group.
Project Completion
Duration: Aug 2022- May 2023 Go Live April 2023
Deliverables
- Fully Implemented Dynamics F&O as per agreed scope.
- 4 weeks of Hypercare support as part of Go Live
Migration Plan Document: Detailed plan with timeline, resources, and risk management.
Current State Assessment Report Audit of AX modules, customizations, and integrations.
Solution Design Document: Blueprint of F&O configuration, customizations, and integrations.
Data Mapping Sheets: Field mapping from AX to F&O system.
Data Cleansing Report: Results of data cleaning activities pre-migration.
Data Validation Report: Data validation results post-migration for integrity.
Functional Testing Report: Functional tests report with pass/fail results.
Performance Testing Report: Performance tests on system load and transactions.
User Acceptance Testing Report: UAT feedback and user sign-off.
Training Materials: User manuals, videos, and session documentation.
Support
- 4 weeks of Hypercare support as part of Go Live
Testimonial
The transition to Dynamics 365 F&O has streamlined our financial reporting significantly. The real-time analytics and embedded Power BI have been game-changers for making faster decisions. The user interface took some getting used to, but after proper training, it’s much easier to navigate compared to AX
— Prakash Chand Jain , Vice Chairman Pioneer Education Group
Our transition to Dynamics 365 Finance & Operations from Dynamics AX has been transformative for our entire organization, especially across our multiple branches and subsidiaries. Managing operations across diverse regions and educational institutions has become much more streamlined.
CA Prashant Jain
Director, Pioneer Education Group
Next Phase
We are now looking at the next phase of the project which involves:
- Customizations to be identified 3 months after go Live and Hyper care ends.
- Business Process Analysis: Reevaluate key business processes and compare them against current system capabilities to identify areas requiring further customization.
- User Feedback: Collect feedback from department heads and end-users to pinpoint specific pain points or missing features.
- Data and Reporting Needs: Analyze reporting and data analytics usage to determine if additional custom reports or dashboards are needed.
Executive Summary
About Client
COMMANDO has over 20 years of experience working for leading LGBTQ+ dating apps. They help to position your regional, national, and local businesses to succeed in reaching such dating audiences on social and streaming video platforms.
Some of the services that they provide are social media, mobile web, dating apps, video streaming, and designs that convert.
https://www.runwithcommando.com/
Location: California, America
Project Background-Pipedrive Support, Implementation & Customization
Runwithcommando came to Peritos with a requirement for Pipedrive support to manage their leads, and transactions, track communications, and customizable analytics. They wanted to implement the Pipedrive system to customize their business operations and processes.
Scope & Requirement
In the 1st Phase of the pipedrive support and customization, implementation was discussed as follows:
- Automating repetitive tasks to create streamlined sales process for their team
- Get automated behavior based hints on how to boost results
- Crucial KPIs and reports to track team progress
- Integrate sales and customer data
- Technical Consulting
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 Pipedrive Support, Implementation and Customization
- Helps to automate repetitive tasks to create streamlined sales processes.
- Connects Pipedrive to other software and develop custom features with the free API key
- Push real-time updates in Pipedrive to the endpoint
- Offers customizable reports and interactive dashboards
- Helps to create CRM fields for reports and decisions based on your reports
- Track crucial reports and KPIs in one place
- Monitor team progress at a glance
- Integrate sales and customer data with your preferred reporting tool
- Track emails, calls and contact history
- Grow an unlimited database of contacts and organizations
- Leverage full potential of cloud ecosystem with end-to-end management system
Challenges of pipedrive Support, implementation and customization
- Achieving similar results from one camera while the same results in an actual game are received using hawk-eye technique that uses six cameras. Achieving accurate results from the app each time was dependent on the background noise and the position of the camera and device quality.
- We informed user if the camera quality and device was not compatible for 240FPS and slow-mo recording was not available we did not allow them to download the app. A list of supported devices was also released on the Machineroad’s site.
- Ability to process videos recorded in different environments under different lighting conditions and pitches
- We did Machine learning for which we trained the model in different conditions like day and night, Outdoors and indoor etc. But it was difficult for the app to pick a new location and pitch automatically if it was different from the models on which it was trained.
- User needs to align the pitch with the camera and orientation of the camera should also be accurate else the results gets impacted.
- Help screens were implemented to inform user on the orientation and Video tutorials were released by the client as well so users can understand how to get the best results from the app.
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 RunwithCAmmando
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
Machineroad was started by Mitch Ferguson and Lockie Fergsuon both on top of thier cricketing skills and with the right knowledge and tools helping others in developing the game skills is what they wanted to do in Machineroad. With the mobile application goal was to help athletes to see how fast they can bowl and the areas for thier improvement. The competition in the sports sector is cut-throat and this app helps amateur as well as professional athletes to up their games.
Location: Auckland, New Zealand
Project - AI ML based mobile app for cricket training
Machineroad requirement was for implementing a bespoke AI ML based mobile app that helps to improve cricket bowling skills for their users. They wanted an app that helps their users to measure their bowling speed and creates a trajectory image snippet for the end user which further helps to understand the areas of improvement. Machineroad needed detailed analytics to help the users see their activities and compare results each week and month to help keep a track on the progress made. The requirement for AI ML based mobile app for cricket training was to be launched on both iOS and Android Store.
The Founder of MachineRoad Lockie Ferguson as world class cricket champion had this vision in mind ‘We want to bridge the gap between talent and success as a sportsman. Regardless of your upbringing we want you to be able to compete on the world stage and become the best athlete you can be”
Scope & Requirement
Below was the scope of work to develop a Cricket Training app:
- User should be able to download the app from Play and Google store if the device meets the specific requirement of camera and Video processing.
- User can then calibrate and start taking video when doing bowling and the app guides on the right placement and setup so as to get the most accurate video for processing and calculating the speed.
- AI and ML based video processing to give accurate results for the speed and if it there are issues like objects etc detected on the video it then informs the user that speed could not be calculated.
Implementation
Technology and Architecture
Technology
The Mobile app was deployed with the below technological component
• Backend Code: .NET Core, C#, Node.js
• Mobile App code: Native Android. Native iOS
• Database: SQL Server, MongoDB
• Cloud: AWS
Integrations
- Single Sign-on using Auth0
- Sendgrid for sending email notifications
- Single Sign-on using Auth0
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 AI ML based Mobile app for cricket training
- It allows the users to create bowling videos and after the video is recorded it lets the user store the data and add to the player profile on the Machineroad app.
- The app records parameters like bowling speed, line, length and trajectory and saves the image and video for each session
- It offers in detail analytics reports to compare weekly and monthly progress and an option to compare the performance with other users some of them being professional athletes
- A monthly subscription that offers comparison charts of the monthly trainings and option to submit the speed and video for leaderboard.
- AL and ML based video processing to analyze the recorded videos which gives the speed same as compared to a speed gun.
- Integrated with social media and user can share training results on social media platforms including the badges and streaks they earned.
- We also implemented Gamification and Leaderboard functionality which motivates user to achieve higher results based on targets which can be customized for each user’s journey.
Challenges -AI ML based Mobile app
- Achieving similar results from one camera while the same results in an actual game are received using hawk-eye technique that uses six cameras. Achieving accurate results from the app each time was dependent on the background noise and the position of the camera and device quality.
- We informed user if the camera quality and device was not compatible for 240FPS and slow-mo recording was not available we did not allow them to download the app. A list of supported devices was also released on the Machineroad’s site.
- Ability to process videos recorded in different environments under different lighting conditions and pitches
- We did Machine learning for which we trained the model in different conditions like day and night, Outdoors and indoor etc. But it was difficult for the app to pick a new location and pitch automatically if it was different from the models on which it was trained.
- User needs to align the pitch with the camera and orientation of the camera should also be accurate else the results gets impacted.
- Help screens were implemented to inform user on the orientation and Video tutorials were released by the client as well so users can understand how to get the best results from the app.
Project Completion
Duration
Jan 2022 Beta release
Dec 2022 Actual release
Ongoing Support since Jan 2023
Deliverables
- Published the app on Play Store and Apple Store for beta users and then open it for all users and all regions.
- Deployment using AWS architecture on the cloud to setup a scalable and optimized backend system. It was configured to scale upto 6 X times the inital setup if more users start to use the app and if the Computing and storage resources are consumed fast enough.
- Integration with native camera capabilities with advance machine learning algorithm incorporated to get accurate speed and trajectories
- A test report along with On field demo with the client was done a few times to ensure the app works as expected. The average speed accuracy was set out to be 90% or more calculated for 20 bowls in the same location at the same time.
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes. And a further extended support for some issues where we have been supporting for a few years now.
Testimonial - AI ML based mobile app
We are awaiting a documented feedback from the client
Peritos have been have been very supportive of our business venture over the last 2-3 years. They have showing a willingness to invest their time in learning new technologies, which has helped us progress our application to where it is today. We look forward to continuing to work with them moving forward.
Mitch Ferguson
Co-Founder machineroad
Next Phase - AI ML based Mobile app
We are looking at doing the next phase of development and are already in POC stage where
- All the post processing of the video to be done on the mobile device itself this improves the chances for showing result faster to the end user.
- Implementing new features and rolling out new releases as part of our support agreement.
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
MBHE is a 150-year old company that focuses on plant engineering and constructions. They pursue technical leadership in their market sector through continuous research and development. They offer solutions to support complete mineral beneficiation plant and coal washeries.
http://mbe-cmt.com/
Location: Cologne, Germany
Project Background - SAP Support Services
MBE’s requirement was to help with SAP systems and manage some important changes with the standard processes they were following. Read more on how we provided them SAP support services where they wanted some specific changes related to Workflow, Updating forms in SAP for sales orders, Invoices, and Purchase Orders. We also helped them with financial reconciliation which includes clearing all last financial year’s data and settling the books
Scope & Requirement
Below are some of the scope items for the SAP support services we provided
- Understand the existing books outside of SAP and compare what exists in the system. Confirm the AS IS and TO BE state of chart of accounts which would be reflected
- Set up refresh of data from SAP Production to Dev environment ensuring all config and data is copied over and creating additional client systems like 100 and 110
- Clean up Accounts recievables and payables, General ledger, Sub Ledger and register
Implementation
Technology and Architecture
Technology
SAP R/3 system was used
Integrations
• No Specific integration scenario was in scope
Security:
- User authorisation & access were cleaned up
- Developer and Admin roles were defined for workflow tables and system management
- Custom roles were created and admin users were trained on how to manage the systsem and granting roles and permissions
- Setting up organization structure with a hierarchy for approvers, managers and different organization unit and employees
Backup and Recovery
We created a schedule for backup which can be used for restoring the system data as needed in case of any outage
Scalability
This was not in scope
Cost Optimization
Client was using a perpetual license and SAP was running on existing on premise server we informed the client to migrate to cloud but this was not a proposal that got converted
Code Management, Deployment
All ABAP code was managed within SAP and no other ABAP tool was used for this.
Features Implemented - SAP support services
- SAP ABAP based development for updating SAP script forms, Adobe forms and updating changes like new payment terms, Updating Standard text, Adding some previous invoice number details to show history of previous purchases.
- SAP accounts payables and recievables reconciliation for mapping different entries in the system
- User and Security Management to help manage the systems more effectively by doing a refresh
- Adding new payment terms in the system, Updating the payment terms with discount, Late fees and updating both for vendor and customer
- Add a workflow table where the workflow approvers were defined based on amount and a hierarchy level. Updating the document creation process to trigger approval for workflow creation during sales invoice and sales order creation and if any changes made to the document, Ensuring that email output is not sent if the document is not approved.
Challenges
- Changing business requirement: Client was not clear on how they wanted the documents to be shown. They had a TO BE version which was very different from the version they had in the system and took a lot of back and forth and updating the PDF to understand the requirement.
- Before starting the development we spent a couple of hrs to mock up the PDF documents with the actual data in the system to be sure on what is needed.
- Lack of team member and ownership Client did not have any internal team of functionals, Technicals and testers who can review changes and provide a timely feedback
- We tried our best to help advise client on the different test scenarios we included as part of Unit testing. However, it was a time-consuming process to get a reply from the client and to test the changes
- Outdated code using SAP Scripts and Multiple language Support: Client uses SAP scripts which had been long replaced by Smartforms or Adobe forms. It had to be setup in multiple languages. Also each required email notification to be sent in multiple language
- A copy of the data for both the languages was bought and a mockup of the required PDF was created. Also a scenario for different cases was created example when to send notification in German and when in English, What should be the text content to be included in each etc.
- Budget and cost issues: Client had a fixed budget for the work and the requirement kept changing and also there was a huge delay in providing the feedback which caused month of waiting for the client to come back.
- Some Sales order and invoice types had a different configuration in the system and did not work with the same code which was pushed. We did inform the client that this was not part of the initial requirement gathering but due to the tight budget they wanted to include everything in the same cost. We tried our best to accommodate within the price we had quoted,
Project Completion
Duration
April 2020 – Oct 2020 ~ 6 months
Deliverables
- We handed over all changes related to updating the form with complex logic of showing all related invoices together.
- We delivered ABAP based program and user exit for with a customizing table which was easy to use workflow logic for determining the approvers
- Previous year transactions were reconciled and mapped to the different General ledger heads and sent for the client to do corrections for the missing entries and for the system to reflect the transactions from thier books
Support
- For all changes we delivered we agreed to provide a 2 weeks free support within which the client can test and provide us feedback for any issues as per the existing logic or any minor changes needed
Testimonial
We did not get a documented feedback from the client and the project was ended abruptly
Next Phase
We were in discussion with client over multiple projects however it did not get finalized
1. Migration of SAP systems to cloud from the current on premise system
2. AMC support contract for 12 months where they needed only a fixed cost but again the scope was not defined for modules like FI, MM, SD and user management
3. A regular refresh of the current systems from production to Development
it somehow did not work out and it was good that we did not, We learnt a few lessons from this project and have made our own checklist on what type of clients to not engage with which would probably be a blog in itself.
