ABDM-Compliant Hospital Management Software

ABDM-Compliant Hospital Management Software

Read the project details which talks about ABDM-Compliant Hospital Management Software: Streamline Compliance and Patient Records Management with Ekanshi Solution's Solution.

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.

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

Security:

  • 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
  1. Registration and demographic data collection.
  2. Patient history and, furthermore, medical record management.
  3. Appointment scheduling and reminders.
  4. Patient check-in and waiting list management.
  5. ABDM Compliance M1, M2, and M3 scenarios to create Verify ABHA and to manage patients records
  6. HIPPA compliance report for managing workloads and following best practices for HIPPA and also ongoing monitoring report. 
  7. 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.

Support

After working for 6 months on the project, we took feedback from the Product owner whom we have worked closely for project execution:
Feedback image

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

Testimonial

Edward Yarashev
Product Manager | Tonkin + Taylor

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


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

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


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

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


(For services and support)

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          Trusted by Startups and Fortune 500 companies

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          Richard Canny
          Ultimation industries | President

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


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

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


          (For services and support)

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            AWS Environment Setup For Tonkin+Taylor​

            AWS Environment Setup For Tonkin+Taylor​

            Read the project details which talks about the set up of AWS environment for the client. We used Control Tower, Adhering to AWS NIST Compliance for multi account, Multi environment use

            Implementation

            About Client

            AWS Environment Setup

            Tonkin + Taylor is New Zealand’s leading environment and engineering consultancy with offices located globally. They shape interfaces between people and the environment which includes earth, water and air. They have won awards like Beaton Client Choice Award for Best Provider to Government and Community-2022 and IPWEA Award for Excellence in Water Projects for the Papakura Water Treatment Plan- 2021.

            Project Background

            Tonkin + Taylor were embarking on the journey for launching a full suite of digital product and zeroed upon AWS as thier choice for 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 were also looking to accelerate their digital transformation and add greater 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 needed 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:

            Implementation

            Technology and Architecture

            Read more on the key components which defined the Architecture for AWS Environment Setup for Tonkin + Taylor

            Technology/ Services used

            Security & Compliance:

            Network Architecture

            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 of AWS Environment Setup

            Project Completion

            Duration

            Deliverables

            Support

            • 1 month extended support
            • A template for Cloud formation stack to create more AWS resources using the available stacks
            • Screen sharing sessions with demo of how the services and new workloads can be deployed. 
            • Offer support during the initial transition phase post-migration.
            • Provide ongoing technical support, monitoring, and optimization services.

            Testimonial

            After we setup and enabled client to start using the newly built environment they were eager to get apps being rolled out using cloud resources. It was exciting to see client using the environment extensively. We also took Feedback from stakeholders as below:
            Feedback image
            Tonkin + Taylor has initiated its Digital Transformation journey and AWS is one of the key partner in its effort to enable a Digital savvy organization that provides an excellent Customer and Employee Experience. As part of this journey, we have received great support in Peritos as our AWS Partner. The team at Peritos are knowledgeable, bring previous experience of enabling other organizations on this journey, great with quality and timeliness of delivery. T+T has setup its AWS platform with support of AWS and Peritos and has enabled us to provide our Engineers and clients an environment for data ingestion, transformation and hosting of multiple applications, analytics, data science & visualization.
            Santosh Dixit
            Digitization delivery lead

            Next Phase

            We are now looking at the next phase of the project which involves:

            1. Launching new digital products with the help of AWS environments which have been setup
            2. Any adhoc change requests for managing the cloud environment

            If You Are Looking For Similar Services? Please Get In Touch

            Testimonial

            Edward Yarashev
            Product Manager | Tonkin + Taylor

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


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

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


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

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


            (For services and support)

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              Trusted by Startups and Fortune 500 companies

              07+ years of experience

              We can handle projects of all complexities.

              100+ satisfied customers

              Startups to Fortune 500, we have worked with all.

              20+ in-house team

              Top 1% industry talent to ensure your digital success.

              SAP Support Services-BOBJ Upgrade for Etisalat Afghanistan

              SAP Support Services-BOBJ Upgrade for Etisalat Afghanistan

              Read more about our project and understand the requirement, features, challenges, and scope of SAP support services.

              SAP BOBJ Implementation

              Implementation

              About Client

              Etisalat is one of the largest telecommunications company in the world. It is a leading operator in Middle East and Africa with headquarters in UAE. It provides unmatched connectivity to its customers in the form of varied internet and calling plans.

              Project - SAP Support Services-BOBJ Implementation & upgrade

              Etisalat had a requirement for SAP support services-BOBJ Implementation & upgrade to a latest version. Client was already using the tool and wanted to upgrade from earlier BOBJ 4.0 SP4 release to the latest BI 4.2. SAP BOBJ upgrade support comprises of various reporting application tools which could help them to find data, conduct analytics and generate reports to scale their business. Read more to find details about the SAP BOBJ Implementation & upgrade project below.

              Scope & Requirement

              Project was divided into below phases:

              Requirement Gathering:

              Implementation:

              Implementation

              Technology and Architecture

              Technology/ Services used

              Integrations

              Security:

              Backup and Recovery

              • Existing File system backup functionality was being reused.

              Scalability

              Not Required

              Cost Optimization

              As per license agreement with SAP. No additional costing needed

              Code Management, Deployment

              NA

              Features of SAP BOBJ Implementation & upgrade

              Challenges

              Project Completion

              Duration

              Deliverables

              Support

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

              Testimonial - SAP BOBJ Implementation & upgrade

              No documented feedback from the client

              Next Phase - SAP BOBJ Implementation & upgrade

              There was no further work identified after the project ended
              SAP BOBJ Implementation
              SAP BOBJ Implementation

              If You Are Looking For Similar Services? Please Get In Touch

              Testimonial

              Edward Yarashev
              Product Manager | Tonkin + Taylor

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


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

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


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

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


              (For services and support)

              Proud projects that
              make us stand
              out

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              Unlock agility, scalability, and innovation by modernizing your legacy systems through our tailored cloud solutions.…

              Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers Recent Home

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              Cloud Hosting The checklist contains the below details on how you could decide between whether…

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                Trusted by Startups and Fortune 500 companies

                07+ years of experience

                We can handle projects of all complexities.

                100+ satisfied customers

                Startups to Fortune 500, we have worked with all.

                20+ in-house team

                Top 1% industry talent to ensure your digital success.

                AWS Custom Application Development Product Landcheck For Tonkin + Taylor

                AWS Custom Application Development Product Landcheck For Tonkin + Taylor

                The project explores using AWS for custom app development using ESRI ArcGIS to read data and generate Hazard reports for a property that the user can search using Google Maps

                AWS Custom Application Development using ESRI ArcGIS

                Implementation

                About Client

                Landcheck is an easy and affordable way of accessing crucial natural hazard risk information about any property in Auckland. The data is collected from official sources and neatly summarized into an easy to read PDF report. This information will help you make more informed decisions when investing your hard-earned money into Auckland Real Estate.

                Project Background - AWS Custom Application Development using ESRI ArcGIS

                Peritos and Landcheck got together to create a AWS Custom Application Development using ESRI ArcGIS integration to generate Hazard reports for specific properties. This was used for generating land based report which can be ordered specific to an address. client wanted to create an application which gives a comprehensive report to the user for their address indicating multiple hazards. It includes 10 hazards like Flooding, Winds, Liquefaction, Coastal Erosion, Active Fault etc. This report is created based on the latest data from authorised information provider, with expert Advice from Landcheck Engineers at a optimum cost which can help the end user get the information they need to make decisions regarding a specific property. This was all being done manually which the client now wanted to develop as a SAAS based offering.

                Scope & Requirement

                In the 1st Phase of the custom application development, implementation was discussed as follows:

                Implementation

                Technology and Architecture

                Read more on the technology and Architecture we used for AWS Custom Application Development using ESRI ArcGIS

                Technology

                Integrations

                Security:

                Responsive Design:

                Scalability

                Application is designed to be running on serverless services, so that it can easily scale up and down automatically based on usage.

                Cost Optimization

                Alerts and notifications are configured in the AWS to notify if the budget is being exceeded. Being deployed on serverless infrastructure, it desn’t imposes any additional cost if application is not being used a lot. 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

                Backup and Recovery

                Code Management, Deployment

                Features of Application

                Challenges

                Project Completion

                Duration

                Deliverables

                Deliverables

                • Setting up the AWS services Architecture review and sign off  by internal and existing vendors of Landcheck to ensure all best practices are followed and it is in alignment with best practices using AWS well Architected framework to ensure security , scalability and performance are upto the mark.
                • Custom web application was developed by the Peritos team working closely with the client’s product owner and completing any changes, bugs and adding critical features prior to Go live to ensure we have a smooth release.
                • We are still working on the handover documents and preparing for the final go Live

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

                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. Adding support for more NewZealand cities

                If You Are Looking For Similar Services? Please Get In Touch

                Testimonial

                Edward Yarashev
                Product Manager | Tonkin + Taylor

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


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

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


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

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


                (For services and support)

                Proud projects that
                make us stand
                out

                Azure Cloud Consulting Services Recent Home

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                Azure Cloud Consulting Services

                Automate mundane HR tasks from pre-boarding to post-retirement with our award-winning HRMS suite, driven by…

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                Unlock agility, scalability, and innovation by modernizing your legacy systems through our tailored cloud solutions.…

                Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers Recent Home

                Downloads

                Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers

                Cloud Hosting The checklist contains the below details on how you could decide between whether…

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                Open CV - Image processing

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                  Trusted by Startups and Fortune 500 companies

                  07+ years of experience

                  We can handle projects of all complexities.

                  100+ satisfied customers

                  Startups to Fortune 500, we have worked with all.

                  20+ in-house team

                  Top 1% industry talent to ensure your digital success.

                  Managing CRM Dynamics Support & PDF Customizations For GFS

                  Managing CRM Dynamics Support & PDF Customizations For GFS

                  Read more about our project on dynamics of financial services. It explores the benefits and features of dynamics 365 for finance and operations

                  Implementation

                  About Client

                  Global Finance is a company based in Auckland which provides smart loan and insurance solutions from 1999. The company suggests the right insurance with optimized premiums and support at claim time.
                  They have won top New Zealand’s awards from 2012 to 2018 including Mortgage Advisor of the Year, Business and Commercial Advisor of the Year and Values Business Partners from ANZ Bank.

                  Project Background- Dynamics for financial services

                  Peritos and Global Finance collaborated to change and manage their CRM Dynamics for financial services. They wanted the CRM and Customer support module to be compatible with their business processes. Peritos also discussed PDF customizations and the change of email preview as a Microsoft Solutions Partner. The Dynamics 365 for CRM and Suppoort Module were implemented in a multi-environment stage. Project Involved Dynamics 365 CRM and Customer support model

                  Scope & Requirement of the Dynamics for financial services

                  Implementation

                  Technology and Architecture

                  Technology

                  Integrations

                  Security:

                  Backup and Recovery

                  Cloud systems and components used in the Dynamics were all 99.99% uptime and also involved with regular backup and DR to the non Production environment

                  Scalability

                  Application is designed to scale 5X 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 system for any additional data storage and notified to client and Peritos Support team if budget is being exceeded. Peritos being a cloud partner is managing the environment for the client keeping a close watch on the cost and finding ways to optimize the same

                  Code Management, Deployment

                  features of dynamics for financial services

                  Challenges

                  Duration

                  Deliverables

                  Support

                  • Worked with the GFS client for more than 2+ years for ongoing Development and Support.
                  • The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.

                  Testimonial

                  Implementing Microsoft Dynamics CRM with was a game-changer for our organization. Peritos team tailored the CRM system to align perfectly with our sales, marketing, and customer service processes, resulting in improved customer engagement, better data visibility, and streamlined workflows across departments.
                  Feedback image
                  “The CRM Dynamics software helps us to take the next step in our business as we are looking to scale!”
                  Ajay Gupta, Founder, Global Finance Limited

                  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. Further advanced integration with the Dynamics Features like Outlook based auto emails, Co Pilot etc
                   

                  If You Are Looking For Similar Services? Please Get In Touch

                  Testimonial

                  Edward Yarashev
                  Product Manager | Tonkin + Taylor

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


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

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


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

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


                  (For services and support)

                  Proud projects that
                  make us stand
                  out

                  Azure Cloud Consulting Services Recent Home

                  services

                  Azure Cloud Consulting Services

                  Automate mundane HR tasks from pre-boarding to post-retirement with our award-winning HRMS suite, driven by…

                  Cloud Consulting Services Recent Home

                  services

                  Cloud Consulting Services

                  Unlock agility, scalability, and innovation by modernizing your legacy systems through our tailored cloud solutions.…

                  Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers Recent Home

                  Downloads

                  Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers

                  Cloud Hosting The checklist contains the below details on how you could decide between whether…

                  Border detection and Image processing Recent Home

                  Open CV - Image processing

                  Border detection and Image processing

                  Home Category Open CV – Image processing ID card Border detection and image processing using…

                  Thinking about a project? Get in touch with us.

                  Connect with Us Today through the Details Below or Fill
                  Out the Form for a Prompt Response

                  Book Free Consultation

                  Guaranteed response within 8 business hours.





                    Trusted by Startups and Fortune 500 companies

                    07+ years of experience

                    We can handle projects of all complexities.

                    100+ satisfied customers

                    Startups to Fortune 500, we have worked with all.

                    20+ in-house team

                    Top 1% industry talent to ensure your digital success.