Executive Summary
The Tellabs AWS Glue integration project was designed to establish a secure, scalable, and automated data integration pipeline between Oracle NetSuite and AWS. Leveraging AWS Glue, Amazon S3, and orchestration services such as Step Functions and EventBridge, the solution ensures efficient data extraction, transformation, and storage. The Objective was to build and implement automated ETL pipelines to ensure key reporting metrics are improved in terms of speed and accuracy.
A strong emphasis was placed on security, governance, monitoring, and automation, ensuring that all workloads align with AWS best practices. The implementation provides enhanced visibility, operational resilience, and cost optimization for data processing workflows.
About Client
Tellabs is a technology-driven organization requiring secure and scalable cloud infrastructure to support its data integration and analytics workloads. The customer needed a robust AWS-based solution to handle data ingestion from Oracle NetSuite while maintaining strict governance, security, and compliance standards.
Objectives
- Establish a secure AWS account governance model
- Enable seamless integration with Oracle NetSuite
- Implement automated ETL pipelines using AWS Glue
- Ensure high availability and performance monitoring
- Maintain secure access control and identity management
- Enable cost visibility and optimization for Glue jobs
Scope of Engagement
- AWS Account Setup & Governance
- Identity & Access Management (IAM / SSO)
- AWS Glue ETL Pipeline Development
- Monitoring & Logging Framework
- Network Security Implementation (VPC, SG, NACL)
- Deployment Automation using CloudFormation
- Cost Analysis & Optimization
- Runbook Creation & Operational Support
Architecture Overview
The architecture consists of:
- Source System: Oracle NetSuite
- Processing Layer: AWS Glue
- Storage Layer: Amazon S3
- Orchestration: AWS Step Functions & EventBridge
- Secrets Management: AWS Secrets Manager
- Monitoring: Amazon CloudWatch & CloudTrail
This architecture ensures scalability, automation, and secure data processing pipelines.
Solution Overview – To implement automated ETL pipelines using AWS Glue
The solution integrates Oracle NetSuite with AWS using Glue-based ETL pipelines. Data is extracted, transformed, and stored in S3, enabling downstream analytics and reporting.
Key capabilities:
- Automated ETL workflows
- Event-driven execution using EventBridge
- Secure credential handling via Secrets Manager
- Centralized logging and monitoring
- Scalable serverless architecture
Security & Governance
AWS Account Governance SOP
- Root account restricted to initial setup only
- Mandatory MFA enabled on root account
- Use of corporate email & contact details
- CloudTrail enabled across all regions
- Logs stored in secure S3 bucket with deletion protection
Identity & Access Management
- Principle of Least Privilege
- Use of IAM roles & temporary credentials
- Integration with AWS SSO / Active Directory
- No wildcard permissions in policies
- Individual access accountability
Network Security (VPC)
- Security Groups for controlled traffic
- Subnet-level control via Network ACLs
- Restricted DB access to application layer only
- Controlled internet access pathways
Data Security
- Encryption using AWS KMS CMKs
- SSL/TLS for data in transit
- Key rotation enabled
- Fine-grained access control policies
Implement automated ETL pipelines using AWS Glue and ensure to manage Security and Access control
Monitoring & Logging
- CloudWatch Dashboards for:
- Glue job performance
- Step Functions execution
- EventBridge events
- CloudTrail for audit logging
- Logs exported to Amazon S3
- SNS alerts for:
- Job failures
- Latency spikes
- Credential access issues
Implement automated ETL pipelines using AWS Glue and ensure monitoring and Observability by automating data pipelines
Implementation
Infrastructure as Code
- AWS CloudFormation used for:
- Infrastructure provisioning
- Security configurations
- Networking setup
CI/CD Automation
- Integrated with AWS CodeBuild
- Automated deployment pipeline
- No manual console changes
Glue Implementation – automated ETL pipelines using AWS Glue
- ETL jobs configured with optimized DPUs
- Logging enabled for all executions
- Job performance tracked via CloudWatch
Runbook & Troubleshooting
Routine Monitoring Tasks
- Monitor AWS Lambda execution metrics
- Check API Gateway latency & security logs
- Review Aurora DB performance metrics
Troubleshooting Scenarios
Lambda Errors
- Analyze CloudWatch logs
- Adjust timeouts/configurations
API Gateway Latency
- Identify backend bottlenecks
- Optimize integrations
Aurora DB Issues
- Optimize queries & indexing
- Resolve connection bottlenecks
High Latency Scenario (OPE-001)
- Trigger incident response
- Identify root cause
- Apply performance optimizations
Deployment Readiness Checklist
Testing
- Unit Testing
- Integration Testing
- System Testing
- User Acceptance Testing (UAT)
Automation
- CI/CD pipelines
- Automated testing frameworks
- Security & code quality scans
Documentation
- Deployment guide
- Rollback strategy
- Configuration records
Validation
- Pre & post deployment checks
- Deployment checklist completion
- Evidence of successful rollout
Cost Optimization & Performance Tuning for running and implementing automated ETL pipelines using AWS Glue
- Glue pricing based on DPU usage & runtime
- Cost analysis using:
- CloudWatch logs
- AWS Cost Explorer
- Optimization strategies:
- Reduce over-allocated DPUs
- Use Glue Python shell jobs for smaller workloads
- Enable job bookmarks to avoid reprocessing
- Automation via:
- boto3 scripts
- Athena-based reporting
Challenges & Resolutions
| Challenge | Resolution |
| Secure access management | Implemented IAM roles & SSO |
| Monitoring complexity | Centralized CloudWatch dashboards |
| Cost visibility | Implemented tagging & cost analysis |
| Data security compliance | Used KMS CMKs & encryption |
| Deployment consistency | Adopted CloudFormation IaC |
Project Completion
- Successfully deployed automated ETL pipelines
- Established secure AWS governance model
- Enabled real-time monitoring and alerting
- Improved performance and reduced operational risks
- Delivered scalable and maintainable architecture
Note
This implementation follows AWS best practices for:
- Security
- Reliability
- Performance Efficiency
- Cost Optimization
- Operational Excellence
Implement automated ETL pipelines using AWS Glue high-level system setup.
Reference Links
https://docs.aws.amazon.com/prescriptive-guidance/latest/patterns/build-an-etl-service-pipeline-to-load-data-incrementally-from-amazon-s3-to-amazon-redshift-using-aws-glue.html
Read more about Glue
https://aws.amazon.com/glue/
Read more here about our services
AWS Glue Services
- https://www.peritossolutions.com/services/aws-glue-serverless-data-integration/
AWS consulting Services
- https://www.peritossolutions.com/aws-consulting
About Client
1Place is a technology-driven organization focused on leveraging data to enhance decision-making, reporting, and operational intelligence. The company manages a growing data ecosystem comprising multiple data sources, analytics tools, and business applications. AWS offers glue as a fully managed etl service
To address scalability challenges and improve data automation, 1Place collaborated with Peritos Solutions, an AWS Advanced Consulting Partner, to design and implement a serverless data platform using AWS Glue. The goal was to replace manual data workflows with a secure, automated ETL framework that ensures accuracy, consistency, and governance.
Project Background – Data Modernization through AWS Glue ETL service
1Place data operations were previously dependent on traditional ETL tools that lacked automation and flexibility. These manual processes caused data silos, inconsistent data quality, and delayed reporting.
Peritos Solutions proposed an AWS Glue-based serverless ETL framework to transform 1Place data landscape. The solution automated schema detection, data cataloging, and transformation pipelines while ensuring end-to-end visibility through AWS CloudWatch and centralized governance.
This transformation allowed 1Place to manage large-scale data workloads with minimal operational overhead while maintaining compliance, traceability, and cost efficiency.
Objectives of the Engagement
- Establish a serverless, automated data integration framework using AWS Glue ETL service
- Replace legacy ETL pipelines with scalable and efficient Glue jobs
- Implement centralized metadata management using AWS Glue Data Catalog.
- Enable cross-service data integration with S3, RDS, and Redshift.
- Ensure security, governance, and compliance through IAM, encryption, and monitoring.
Scope & Requirements
Scope
The project’s scope included the design, deployment, and optimization of AWS Glue components to enable seamless data flow across 1Place AWS environment.
Key deliverables included:
- AWS Glue Crawlers for automated schema detection.
- Glue Jobs for data transformation and enrichment.
- Glue Workflows for end-to-end orchestration.
- Centralized Data Catalog for metadata governance.
- CloudWatch monitoring and alerting integration.
Requirements
Functional:
- Automated ETL pipeline creation and scheduling.
- Dynamic schema detection and updates.
- Integration with Amazon Redshift and Athena for analytics.Non-Functional:
- Serverless architecture for scalability.
- Secure access control with IAM.
- Centralized monitoring and auditing.
- Cost efficiency and fault tolerance.
AWS Glue ETL service Implementation support for Pipeline Automation
Solution Overview -AWS Glue ETL service
Business Problem Addressed
1Place existing ETL infrastructure was time-intensive and not scalable. Manual intervention led to delays, higher costs, and inconsistent data quality.
Proposed AWS Glue-Based Solution
Peritos Solutions implemented an end-to-end AWS Glue solution integrating multiple data sources and automating data transformation and cataloging. Using Glue Crawlers, Jobs, and Workflows, the entire ETL process became event-driven, reducing human intervention and operational latency.
Key Benefits
- Serverless data integration with zero infrastructure management.
- Automated data discovery and schema management.
- Faster and more reliable data transformation pipelines.
- Improved data governance through centralized metadata.
- Seamless analytics enablement through Athena and QuickSight integration.
Implementation -AWS Glue ETL service
Architecture Overview
The architecture consisted of:
- Data Sources: S3, RDS, and on-premises data via secure connectors.
- ETL Layer: AWS Glue Crawlers, Jobs, and Workflows.
- Data Catalog: Centralized schema and metadata management.
- Analytics Layer: Athena and QuickSight for visualization.
- Monitoring & Logging: CloudWatch for logs, metrics, and alerts.
Technology Stack
- AWS Services: Glue, S3, RDS, Redshift, CloudWatch, Lambda, Secrets Manager, IAM.
- Security: KMS encryption, MFA-enabled IAM roles, and cross-account logging.
- Automation: CI/CD pipelines with AWS CodePipeline and CodeBuild.
AWS Glue Components Implemented
- Glue Crawlers: Automated schema discovery for S3 and RDS datasets.
- Glue Jobs: ETL scripts built using PySpark to clean, normalize, and enrich data.
- Glue Workflows: Orchestration for dependency-based execution.
- Data Catalog: Managed metadata, table schemas, and data lineage.
- Triggers: Event-driven execution using CloudWatch and EventBridge.
Security and Compliance
- IAM policies applied with least privilege.
- Glue roles restricted to authorized services only.
- KMS encryption applied for data at rest and in transit.
- CloudTrail enabled for audit trails and compliance verification.
Runbook and Troubleshooting Scenarios
Routine Operational Tasks
- Daily monitoring of Glue job metrics and DPU utilization.
- Reviewing failed job logs and rerunning based on SLA thresholds.
- Verifying Data Catalog updates and schema integrity.
- Checking Glue job triggers and workflow dependencies.
Common Troubleshooting Scenarios
- Job Failures Due to Schema Drift: Re-run Glue Crawler, refresh Data Catalog, and update ETL script mapping.
- Performance Degradation: Tune Spark configurations and increase DPU allocation.
- Connection Errors: Validate IAM permissions, VPC configurations, and network paths.
- Data Quality Issues: Use Glue dynamic frames and AWS Deequ for validation.
AWS Glue ETL service Implementation support
Deployment Readiness Checklist
Testing
- Unit, integration, and system testing of all Glue jobs.
- Validation of schema mapping, data accuracy, and job success rates.
Automation
- CI/CD pipelines integrated for job versioning and automated deployment.
- Security scans embedded in build pipelines.
Documentation
- Deployment runbook, rollback plan, and configuration details maintained.
Monitoring & Validation
- Glue job metrics and alerts verified in CloudWatch.
- Post-deployment validation ensured job stability.
Evidence: Deployment logs, Glue job screenshots, and automation reports attached to project documentation.
Cost Optimization and Performance Tuning
- Used Glue 3.0 for faster job performance and improved scaling.
- Optimized DPU allocation and job parallelism.
- Leveraged job bookmarks for incremental data loads.
- Enabled data partitioning in S3 for query efficiency.
- Monitored spend through AWS Cost Explorer and adjusted scheduling.
Challenges and Resolutions
| Challenge | Resolution |
| Schema evolution from multiple data sources | Automated schema updates via Glue Crawlers |
| Long-running ETL jobs | Spark job optimization and dynamic partitioning |
| Data duplication in catalogs | Automated Data Catalog cleanup and versioning |
| Integration with legacy databases | Implemented secure JDBC connections and Glue connections |
| Monitoring job failures | Integrated CloudWatch alerts with email/SNS notifications |
Project Completion – AWS Glue ETL service
Deliverables
- AWS Glue Data Catalog, Crawlers, Jobs, and Workflows.
- CloudWatch dashboards for Glue performance monitoring.
- Operational Runbook and Troubleshooting Guide.
- Deployment Readiness Checklist and Evidence Reports.
- CI/CD pipelines for Glue job automation.
Support
Post-implementation support for two months, including 20 hours/month of operational support, bug fixes, and performance optimization.
Next Phase
- Integrate with AWS Lake Formation for enhanced data governance.
- Implement data lineage tracking and metadata versioning.
- Expand to real-time streaming ETL using AWS Glue and Kinesis.
- Develop monitoring dashboards using QuickSight for Glue job analytics.
- Conduct quarterly optimization reviews for cost and performance improvements.
AWS Glue ETL service Implementation support
Reference Links AWS Glue ETL service
https://docs.aws.amazon.com/prescriptive-guidance/latest/patterns/build-an-etl-service-pipeline-to-load-data-incrementally-from-amazon-s3-to-amazon-redshift-using-aws-glue.html
Read more about Glue
https://aws.amazon.com/glue/
Read more here about our services
AWS Glue Services
- https://www.peritossolutions.com/services/aws-glue-serverless-data-integration/
AWS consulting Services
- https://www.peritossolutions.com/aws-consulting
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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Power BI Reporting for Bamboo Strategic Media
Power BI Reporting for Bamboo Strategic Media
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Implementation
About Client- Attendance Management System
Pioneer Institute of Professional Studies is a Part of Pioneer Group which was established in 1996. The institute is known for providing quality education and is one of the oldest private educational Institutes in Indore. Pioneer Institute is run and managed by highly qualified & experienced professionals who have an expertise in the field of education & industry.
- 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
- Autonomous and NAAC Accredited Institute
- http://www.pioneerinstitute.net/
- Location: Indore, Madhya Pradesh, India
Attendance Management System-Project Background
Peritos and Pioneer Institute of Professional Studies got together and discussed about the issues related to attendance management system for students and teachers during the Lockdown period when all classes and lectures were happening online. In order to effectively manage tracking the attendance and ensure there is visibility to both students, teachers and parents, it was decided to discuss the online and digital option to get the teachers and students to track and manage the attendance online. This was also decided to implement across all of the Pioneer Group of Schools and colleges after its 1st successful iteration.
Scope & Requirement
Teacher Mode:
- Design an app where a teacher can view the list of children assigned to them.
- Children will be attending multiple lectures each day.
- The teacher needs to check-in and check-out the students on each of the lectures.
- Ability to export attendance for each class or student
Student Mode:
- Student should be able to see the attendance
- Check the Goal vs Achieved attendance criteria
- Backend will be done via mass upload on the Go live date by the admin to upload the schedule and timings of all the students, teachers and subject schedule timings.
Implementation
Technology and Architecture
Technology
- The web app was deployed with the below technological component
- Backend Code: .NET Core, C#, Node.js
- Mobile App code: React Native
- Web App code: ReactJS
- Database: SQL Server, MongoDB
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise database to Online Student, Teacher, Subject database
- Single Sign-on using Auth0
- Sendgrid
Security:
- Data Encryption
- Multi-Factor Authentication for Admin, Teacher, and students when logging in
- All API endpoints are tokenized
Backup and Recovery
Scalability
Cost Optimization
Code Management, Deployment
- Code for the app is handed over to the client through Microsoft AppCenter.
- CI/CD is implemented to automatically add, build and deploy any code changes
Features of Attendance Management System
- Students are able to see the list of subjects and timetable with the click of mouse
- Teachers are able to see the list of subjects , classes and student’s attendance and mark daily attendance
- Students are able to view the attendance % and the minimum attendance needed vs achieved
- On the go attendance marking and calculations are updated
- Holidays and classes cancelled are incorporated in the minimum attendance calculations
- Quick setup, Dashboard view
Challenges
- Getting the huge amount of data to incorporate and add to the online database. We took an online database migration tool and added AI ML logic to ensure the right data is sent to the right data view
- Teacher training on how to mark the attendance as there were more than 200+ teachers and onboarding around 50+ class schedules for 500+ students
Project Completion
Duration
Deliverables
- UX Design of the attendance management system was delivered after which the scope was confirmed
- Web App unit tested with a How to Document Guide and FAQ on some common issues that might be faced in using the app by the Students, Teachers and Admin
- Knowledge transfer with Train the Trainer sessions to train super users who further trained the staff members
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial
After using the app live for a month, we took a survey of approx. 20 teachers and 50+ students on how the app performed. All he staff and students love it. Here are the survey results out of 5 Stars:
- Ease of use *****
- Performance ****
- Improves productivity to track attendance *****
- Saves Time *****
Overall: 4.75/ 5
- We also took Feedback from stakeholders as below:
- ‘The App has helped us in making our move to the digital space and helping us with keeping the right attendance track of all our students. It is fairly easy to use and the user interface is simple. We look forward to implementing the app for other group companies as well
- P.C Jain , Chairman Pioneer group
Prashant Jain
GROUP CEO PIONEER GROUP
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features every Quarter with minor bug fixes
- Web based module to have admin be able to mass Upload teacher, students
- Mobile App for the students and teachers to mark attendance on the mobile phone
If You Are Looking For Similar Services? Please Get In Touch
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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Executive Summary
About Client
Bamboo Strategic Media is an innovative strategic marketing group that uses data to grow your business, for which Peritos supported them in Power BI Reporting. Their combination of experiences in business development, education, engineering, and media creation offers our clients a unique approach to analyzing their business needs and developing robust, innovative solutions.
https://www.bamboostrategicmedia.com/
Location: Gainesville, Florida
Project Background
Microsoft PowerBI is one of most used BI Visualization tool which comes with a lot of out of visualizations. This helps BI developers in creating reports and dashboard by integrating with data source of choice. Apart from out of box visualization, BI developers can also use visualization that are available over PowerBI marketplace, which satisfies the data analysis requirements.
Scope & Requirement
The scope here was to create custom Power BI visualizations reports for data analysis, which was asked by the client.
This helped client to configure icons, show visual elements on the UI. This includes:
- Showing Icons
- Ability to add more icons
- Make column data configurable
Here, you will also learn how we created a custom PowerBI visualization for the customer for their Power BI data analysis requirements. The document covers the technical details around the process we followed. We helped customer to publish this report in Power BI. Custom visualization developed and now can be controlled with highly configurable advance
UI
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
- Discovery the relevant examples in the community for advance configurations
- Integration of React with Power BI
- Advance custom UI development and management the persisted configurations
- Reverse engineering of the already built custom visualizations
- Debugging and running the already built examples as they are outdated
- Lack in the Power BI documentations
Project Completion
Duration
Deliverables
- To fulfil the client’s requirements, we provided the flexible and scalable solution with the help of Power BI custom visualizations.
- We used Power BI CLI tool to create the build the custom visualizations.
- We leveraged the power of React to for efficiently DOM manipulations.
- TypeScript played an important role for static code analysis to make code less error prone.
- Advance custom UI developed to manage the highly configurable system.
- React Native code base
- Power BI Visual icon set
- Power BI customized dashboard with Reporting capabilities of Power BI
- Custom Features like Vertical text, Icon Set configuration, Sort, filter, slicer and other default
options
Support
To fulfil the client’s requirements, we provided the flexible and scalable solution with the
help of Power BI custom visualizations.
• We used Power BI CLI tool to create the build the custom visualizations.
• We leveraged the power of React to for efficiently DOM manipulations.
• TypeScript played an important role for static code analysis to make code less error prone.
• Advance custom UI developed to manage the highly configurable system.
Testimonial
Evania Fernandes
building Manager
ultimate property group
Next Phase
If You Are Looking For Similar Services? Please Get In Touch
Power BI Quickbook integration for Milford
Power BI Quickbook integration for Milford
This case study probes how we successfully incorporated Power BI Quickbook Integration for a seamless user experience for our client.
Implementation
About Client- Attendance Management System
Pioneer Institute of Professional Studies is a Part of Pioneer Group which was established in 1996. The institute is known for providing quality education and is one of the oldest private educational Institutes in Indore. Pioneer Institute is run and managed by highly qualified & experienced professionals who have an expertise in the field of education & industry.
- 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
- Autonomous and NAAC Accredited Institute
- http://www.pioneerinstitute.net/
- Location: Indore, Madhya Pradesh, India
Attendance Management System-Project Background
Peritos and Pioneer Institute of Professional Studies got together and discussed about the issues related to attendance management system for students and teachers during the Lockdown period when all classes and lectures were happening online. In order to effectively manage tracking the attendance and ensure there is visibility to both students, teachers and parents, it was decided to discuss the online and digital option to get the teachers and students to track and manage the attendance online. This was also decided to implement across all of the Pioneer Group of Schools and colleges after its 1st successful iteration.
Scope & Requirement
Teacher Mode:
- Design an app where a teacher can view the list of children assigned to them.
- Children will be attending multiple lectures each day.
- The teacher needs to check-in and check-out the students on each of the lectures.
- Ability to export attendance for each class or student
Student Mode:
- Student should be able to see the attendance
- Check the Goal vs Achieved attendance criteria
- Backend will be done via mass upload on the Go live date by the admin to upload the schedule and timings of all the students, teachers and subject schedule timings.
Implementation
Technology and Architecture
Technology
- The web app was deployed with the below technological component
- Backend Code: .NET Core, C#, Node.js
- Mobile App code: React Native
- Web App code: ReactJS
- Database: SQL Server, MongoDB
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise database to Online Student, Teacher, Subject database
- Single Sign-on using Auth0
- Sendgrid
Security:
- Data Encryption
- Multi-Factor Authentication for Admin, Teacher, and students when logging in
- All API endpoints are tokenized
Backup and Recovery
Scalability
Cost Optimization
Code Management, Deployment
- Code for the app is handed over to the client through Microsoft AppCenter.
- CI/CD is implemented to automatically add, build and deploy any code changes
Features of Attendance Management System
- Students are able to see the list of subjects and timetable with the click of mouse
- Teachers are able to see the list of subjects , classes and student’s attendance and mark daily attendance
- Students are able to view the attendance % and the minimum attendance needed vs achieved
- On the go attendance marking and calculations are updated
- Holidays and classes cancelled are incorporated in the minimum attendance calculations
- Quick setup, Dashboard view
Challenges
- Getting the huge amount of data to incorporate and add to the online database. We took an online database migration tool and added AI ML logic to ensure the right data is sent to the right data view
- Teacher training on how to mark the attendance as there were more than 200+ teachers and onboarding around 50+ class schedules for 500+ students
Project Completion
Duration
Deliverables
- UX Design of the attendance management system was delivered after which the scope was confirmed
- Web App unit tested with a How to Document Guide and FAQ on some common issues that might be faced in using the app by the Students, Teachers and Admin
- Knowledge transfer with Train the Trainer sessions to train super users who further trained the staff members
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial
After using the app live for a month, we took a survey of approx. 20 teachers and 50+ students on how the app performed. All he staff and students love it. Here are the survey results out of 5 Stars:
- Ease of use *****
- Performance ****
- Improves productivity to track attendance *****
- Saves Time *****
Overall: 4.75/ 5
- We also took Feedback from stakeholders as below:
- ‘The App has helped us in making our move to the digital space and helping us with keeping the right attendance track of all our students. It is fairly easy to use and the user interface is simple. We look forward to implementing the app for other group companies as well
- P.C Jain , Chairman Pioneer group
Prashant Jain
GROUP CEO PIONEER GROUP
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features every Quarter with minor bug fixes
- Web based module to have admin be able to mass Upload teacher, students
- Mobile App for the students and teachers to mark attendance on the mobile phone
If You Are Looking For Similar Services? Please Get In Touch
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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Executive Summary
About Client
Location: Denmark
Project Background
QuickBook is a leading software application for accounting and bookkeeping. One of our clients wanted to create Power BI reports for data analysis using data from Quick books application.
Scope & Requirement
In this case study we discuss:
- How we gathered client requirements and understood end-to-end flow of the entire process
- Set up the report in QuickBooks desktop version
- Integration between Power BI and QuickBooks
- Finally identifying the data that needs to be connected and syncing with Power BI to project reports
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
We encountered some issues as below:
- QODBC connection using the QuickBooks company’s file had certain limitations for instance if QuickBooks is closed, then Power BI connection didn’t work and throwing error if there’s any popup window is open in QuickBooks
- Finding the corresponding tables in QQube in accordance to QuickBooks was a time consuming task
- Ensuring this end-to-end integration did not hamper the data quality
Project Completion
Duration
Deliverables
We used the below solution components to integrate QuickBooks to Power BI for data analysis, report creation and publishing these reports so that people across the organization can access the reports remotely .
- Using QQube as the Middleware to provide data to PowerBI
- Schedule Data sync between QuickBooks and QQube
- PowerBI Gateway to refresh the data in report from On-Prem QQube
- Date/Time based filtering of the data
- Tree hierarchy based filters
Support
- 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
Evania Fernandes
building Manager
ultimate property group
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