Pioneer Education Dynamics Customer Support implementation
Pioneer Education Dynamics Customer Support implementation
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term.</span> <span data-contrast=”auto”>Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
- In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component• For Azure Dataverse-The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
- Dynamics CRM system Support
- O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
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ESS Work 365 and Dynamics Support implementation
ESS Work 365 and Dynamics Support implementation
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
- In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component
- For Azure Dataverse-The underlying technology used was Azure SQL Database
- • For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
- Dynamics CRM system Support
- O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
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Dynamics Multiple clients Support
Dynamics Multiple clients Support
Dynamics 365 Implementation and ongoing Support for Multiple clients
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
- 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
- Data Migration Complexity: Transferring large volumes of data from legacy systems while ensuring accuracy and integrity can be time-consuming.
- User Adoption: Resistance from users accustomed to old systems can slow down implementation.
- Customization Needs: Legacy customizations may not fit into the Dynamics 365 architecture and require redevelopment.
- Integration with Other Systems: Connecting Dynamics with existing software and third-party tools can be complex.
- 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
- System Configuration: Set up Dynamics 365 modules (Finance, SCM, HR, CRM) as per business requirements.
- Data Migration Report: Detailed report on data migrated from legacy systems, ensuring data integrity.
- Customization Documentation: Comprehensive documentation of customizations and configurations done on the system.
- Integration Setup: Configured integration with third-party systems and existing platforms.
- User Training Materials: Manuals, videos, and training sessions for end-users.
- 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
Testimonial
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.
“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!”
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.
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Dynamics AX to F & O Migration
Dynamics AX to F & O Migration
Implementation
About Client
- 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
- Starting with Education Accelerator pack
- Student engagement
- Admissions and enrolment
- Learning progress tracking
- Attendance monitoring
- Alumni 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.
- Education Accelerator Pack for Specfic standard education features
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
Testimonial
- — Prakash Chand Jain , Vice Chairman Pioneer Education Group
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.
Testimonial
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.
“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!”
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.
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SAP Support Services-Development & Consulting for Datacom
SAP Support Services-Development & Consulting for Datacom
Read an overview of our employees' work as contractors in delivering projects on SAP support services for Datacom across various clients.
Implementation
About Client
Datacom, the largest tech company in Australasia, is dedicated to delivering sustainable solutions to some of the most successful corporations in Australia and New Zealand. Datacom collaborates with leading technology partners to assist organizations in managing their digital assets more effectively. The consultants and specialists specialize in cybersecurity, cloud computing, and digital platforms and applications to provide our clients with exceptional data protection and customer service. Datacom operates essential infrastructure with state-of-the-art data center facilities. It offers payroll products and enterprise software to help councils and businesses better connect with citizens and employees.We catered to the needs of SAP support services of the client.
- https://datacom.com/nz/en
- Location:Auckland, New Zealand
Project Background
Thanks to over 30 years of experience providing worldwide SAP support services, we deeply understand the technology and know how to unlock its potential as per the client’s requirement. With the proper guidance and a detailed implementation roadmap, SAP software can revolutionize the business and simplify processes in all areas. Our project-based end-to-end services are modeled to design and implement software products, solutions, and strategies and integrate them within our client Datacom’s established landscape and infrastructure. We ensure to leverage best-practice solutions to secure lasting success for your business.
Uncover the range of our Implementation Services:
- Enterprise & Solution Architecture
- Application Implementation & System Integration
- Custom Development & Application Extension
- Application Design & User Experience
- Template Creation & Rollout Delivery
- Transition & Landscape Transformation
Scope & Requirement
- ABAP development RICEF objects
- Adobe form customizations
- Ongoing support
- Automation
- API based integration
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component
- For Azure Dataverse-The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
- Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
Challenges
- Customer specific issues reported for each project managed via Devops, jira or confluence tasks.
Project Completion
Duration
- Ongoing since 2021 Feb till March 2023 across multiple clients
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support
Products supported
- S/4
- Fiori
- Customization and Data
Testimonial
Awaited
Next Phase
Currently no new ongoing projects, just a few projects in discussion but nothing has been kick started yet.
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
Share us
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Startups to Fortune 500, we have worked with all.
Top 1% industry talent to ensure your digital success.
SAP Support Services-Development & Consulting for Big4
SAP Support Services-Development & Consulting for Big4
Take a look at the summary of our contractors' work delivering SAP support services for Big4 clients across different projects.
Implementation
About Client
The Big Four consists of Deloitte, Ernst & Young (EY), KPMG, and PricewaterhouseCoopers (PwC), and are the largest professional services networks in the world in terms of revenue. They are usually grouped because of their comparable size and ability to offer clients a wide range of professional services. These firms are also considered attractive for those pursuing a career in professional services, mainly accounting, due to their frequent engagement with Fortune 500 companies. The Big Four provides clients with various services, including audit, assurance, taxation, management consulting, valuation, market research, actuarial, corporate finance, and legal services. It’s worth noting that a significant majority of public company audits, as well as many private company audits, are conducted by these four networks. We assisted the client with setting up different SAP support services.
Project Background
With sound experience in SAP support services, we deeply understand the technology and how to apply it to our client’s needs. We provided guidance and a detailed plan to revolutionize businesses and streamline processes. Our end-to-end services create, implement, and integrate software, solutions, and strategies within your established infrastructure. We use best-practice solutions to ensure lasting success, including Enterprise & Solution Architecture, Application Implementation & System Integration, Custom Development & Application Extension, Application Design & User Experience, Template Creation & Rollout Delivery, and Transition & Landscape Transformation.
Scope & Requirement
- ABAP development RICEF objects
- Adobe form customizations
- Ongoing support
- Automation
- API based integration
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component
- For Azure Dataverse-
- The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
- Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges
- Managing multiple clients via ServiceNow portal was a bit challenging where each client has its own SAP environment.
Project Completion
Duration
- Feb 2021 to Feb 2022 ~ 1 year
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support
Products supported
- S/4 Retail, MM, FI and Integration
- Fiori
- Customization and Data
Testimonial
Awaited
Next Phase
No new work identified
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
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Global Finance upgrades to Microsoft Dynamics Support
Global Finance upgrades to Microsoft Dynamics Support
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Implementation
About Client
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Scope & Requirement
Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise’s needs accurately.
Implement the Customer support service model to enable automated requirement Gathering forms being generated, emails collated on the customer record, and customer updated with multiple tasks etc being created
Implementation
Technology and Architecture
Technology
- The migration was deployed with the below technological component
- For Azure Dataverse-The underlying technology used was Azure SQL Database
- For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
- Customer Support service implementation
Security & Compliance:
- Checking data retention requirement
- Checking file sync from On premise to Cloud
- Checking customer is being sent automated email and PDFs from system
- Emails being recorded and added to Dynamics 365 for all interactions
Backup and Recovery
- Microsoft Dynamics 365 offers built-in backup and restore capabilities through its native data management features, ensuring business continuity. Automated daily backups and point-in-time restore options provide added security and peace of mind for your critical CRM data.
Network Architecture
Cost Optimization
Code Management, Deployment
Challenges of Migrating from Azure Dataverse to Azure Blob Storage
- Data Structure Mismatch: Dataverse stores data in a relational format with rich metadata, relationships, and business logic, while Blob Storage is unstructured, requiring transformation and flattening of data.
- Loss of Metadata & Relationships: Referential integrity, lookups, and entity relationships in Dataverse are not retained in Blob Storage unless explicitly rebuilt or documented.
- Security Model Differences: Dataverse has a detailed role-based access control (RBAC) model; Blob Storage requires separate access controls like SAS tokens, RBAC, or shared access policies, which may require redesigning security.
Project Completion
Duration
- July 2022 – Aug 2022 6-8 weeks
Deliverables
- Dynamics Customer support
- Ongoing Automation and sync up with on premise system until cutover
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Implementing our customer support system with Peritos Team has significantly transformed the way we engage with our clients. They delivered a tailored solution that centralized our support operations, streamlined ticket management, and improved response times. The integration of automated workflows, SLA tracking, and knowledge base features has empowered our support team to deliver faster, more efficient service.
Their team provided hands-on training and responsive post-implementation support, ensuring our staff were confident and productive from day one. We’ve seen measurable improvements in customer satisfaction and internal efficiency. This was the right decision for our support transformation journey.
building Manager Global Finace services
Next Phase
- We are also in discussion with other projects for the client
- 1. Dynamics CRM system Support
- 2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
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SAP Support Services for MBHE
SAP Support Services for MBHE
Read more about how we integrated an attendance management system for a full-fledged professional institute.
Implementation
About Client
- http://mbe-cmt.com/
- Location: Cologne, Germany
Project Background - SAP Support Services
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
- Migration of SAP systems to cloud from the current on premise system
- 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
- A regular refresh of the current systems from production to Development
A regular refresh of the current systems from production to Development
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
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SAP Implementation Services Afghanistan Holding Group
SAP Implementation Services Afghanistan Holding Group
This case study explores the features and challenges of installing SAP Implementation for Enterprise like Afghanistan Holding Group
Implementation
About Client
- https://ahg.com.af/
- Location: Kabul, Afghanistan
Project Background- SAP Implementation for Enterprise
Afghanistan Holding Group was looking for SAP Implementation for Enterprise wide rollout.
Requirement was to optimize the internal processes for SAP core modules to be implemented and help manage the processes more effectively . They were further looking to transform their business models and operations with the help of SAP S/4 Implementation. and be able to show more visibility to the stakeholders on the day to day operations.
Scope & Requirement
High level Project Requirement for SAP implementation for Enterprise wide roll out were as below
- To install, setup and implement SAP S4HANA for a small business of 300 employees that is currently using QuickBooks.
- On premise licenses already purchased and a module list with features was shared
- They mostly required everything set on standard forms, processes and reports. No custom forms, processes, reports will be needed.
- One SAP HANA certified server was already purchased and on premise, 4 virtual machines were to be setup.
Implementation
Technology and Architecture
Technology
- ERP implementation required
- SAP System S/4
- Database HANA
- Web App : Fiori
- Hosting : On premise
- Managing VM – Vmware, Suse Linux
Integrations
- For the initial implementation it was a standalone system
Security:
- User role group and custom authentication code assigned to the different users
- Admin users identified and assigned the right roles
- Roles assigned specific to department like sales, purchasing and Finance
Backup and Recovery
System was tested for snaphsots to be taken every weekend and at every end of day. DR and Backup testing was done as part of the handover.
Scalability
Relied on HANA native capability to sustain memory-intensive processing logic.
Cost Optimization
Not in scope as the customer had on-premise system and license was directly procured from SAP.
Code Management, Deployment
- NA as only standard functionality was used.
Features of SAP Implementation for enterprise
- SAP system was implemented which had comprehensive business processes mapped to the tool for Sales, Purchasing, Finance, core order-to-cash, procurement and a platform for integration at a later date when client was ready
- Improved and Faster analytics and reporting where the data being input was processed for multiple reports and made it easier to analyze performance, determine pain points, and initiate improvements
- Included SAP business Suite with embedded modules for ERP, CRM, SRM, SCM, PLM co-deployed in the single instance
Challenges
- Challenges faced in rollout for SAP implementation for Enterprise project
- This was a straightforward implementation where we were able to install the SAP system from the application file and database however in trying to do backup and DR testing we ran into space-related issues as the log and snapshots quickly filled up all the space available
- It was informed to the client and the hard disk space had to be monitored closely.
- To install the application at the right path and to create seperate client for Dev, QA and Prod we were not having enough disk space and we also informed client to have them on a seperate server
- It was decided to create a partition and do multipathing and logical volume grouping so the system can have different client versions.
- End users after implementing the S4 Hana system were not comfortable with the GUI based window and tcodes which had to be entered to navigate around in the system
- A few training plans were made to help them understand the SAP system, Also the option of moving away from Tcode based approach to the Fiori Tile-based model however this would have delayed the project Go live plan hence was parked for later. So the client, for now, continued to up skill the existing resources and Peritos assisted wherver any help was needed.
Project Completion
Duration
- Oct 2018 – Jan 2019 ~ 4 months
Deliverables
- A fully configured SAP S/4 system with all core modules implemented ready for the client to start working on the functional configuration part
- Handover of the system setup, Architecture diagram and of the backend system setup using on premise servers,
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes. Questoions specific to the implementation and any system outages etc being faced
Testimonial - SAP Implementation For Enterprise
- Below is the feedback on different parameters we recieved
- Skills 5/5 *****
- Availability 5/5 *****
- Communication 5/5 *****
- Quality 5/5 *****
- Deadline 5/5 *****
- Cooperation 5/5 *****
Overall: 5/ 5
- We also took Feedback from stakeholders as below:
“Peritos Team was incredible in every way. We have now decided to hire them for additional SAP assignments as well – looking forward to continued success!”
Sanzar Kakkar
Chairman, moore afghanistan
Next Phase - SAP Implementation For Enterprise
We had next projects planned with the client.
- Support for helping the end user to understand the SAP systems , adding documentation and mapping the sales , purchasing and finance processes in the system
- Helping some other customer of the client to upgrade SAP systems
- Client was keen to map thier processes to the SAP system and evaluate the option for Integration, reporting and Mapping the current business process to the new system. This was under discussion.
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
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Implementation Of Business Central For Ultimation
Implementation Of Business Central For Ultimation
Read more about how features of Business Central implementation can help your organization
Implementation
About Client
- 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
Scope & Requirement
- 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
- Cloud: Microsoft Azure
- 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
Testimonial
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.
“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!”
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.
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