About Client
Ultimation Industries LLC has been a leader in conveyor technologies and automation for nearly 30 years and has grown into one of the major conveyor manufacturers in the USA. The company’s core capabilities are built around conveyor technologies and automation systems.
Founded in 1988, Ultimation has a strong history of serving customers across the United States, Latin America, and Europe. Its executive leadership team brings decades of experience in designing and building high-performance assembly line equipment, making them experts in conveyor technology and automation.
- More than 50+ team members and 1000+ customers and vendors required an efficient system to manage business operations
- https://www.ultimationinc.com
Project Background
The requirement was to move to a more robust and efficient system covering core business modules. The client needed a solution that was easy to use, manage, and capable of supporting existing functionalities along with additional capabilities.
Peritos helped align business requirements with processes, and Microsoft Business Central emerged as the ideal solution to migrate from the legacy system, SAGE-50 (on-premise).
Requirement
- Defined core modules during the initial requirement gathering phase to map existing business processes
- Integration with multiple eCommerce platforms such as WooCommerce and Amazon
- Resolve taxation challenges where taxes were previously managed manually
Scope and Feature List
- Implementation of modules as defined during the scoping phase
- Sales: Quotes, Orders, Invoices, and Shipments
- Purchasing: Purchase Orders, Receipts, and Invoices
- Bank reconciliation
- Finance: Chart of Accounts, General Ledger, Payment Reconciliation
- Reporting
- Inventory management and item-based MRP
- Integration scenarios via eBridge for automated sales order creation and invoicing
- Integration with Avalara for taxation
- Migration of open balances (Customer, Vendor, GL accounts)
- Migration of master data (Customers, Vendors, Contacts, Items)
- Migration of open transactions (Purchase Orders, Sales Orders, Draft Invoices)
Implementation
Technology and Architecture
- System Version: Business Central online version with essentials and Team licenses for up to 20 users.
- Legacy System: Data was migrated from legacy system Sage.
- Enabled logs and ledger entries to follow accounting best practices.
- Reporting and integration with Power BI for better business visibility.
- Custom Coding:
- Convert sales orders to sales invoices
- Number series automation
- UI customizations
- Reporting fields
- Data mapping and integration of legacy system with Business Central
- Security considerations:
- Database encryption
- Multi-factor authentication
- Tokenized API endpoints for WooCommerce integration
- Permission-based access for user groups
Challenges & Solutions
- Migrating master and transactional data from Sage was challenging due to unstructured data.
- Developed an internal system for multiple data transfers and conducted mock go-live twice.
- Key user training ensured a smooth go-live and coverage of all business scenarios.
- Scenario-based training with checklists, video recordings, and user guides.
- Handled specific cases like placeholder invoices before actual vendor invoices arrived.
- Customized solution to update invoice numbers after receiving actual vendor invoices.
Benefits to the Client
- Discounted license pricing
- Free Business Central instance for more than 5 months during implementation
- 1 month go-live support included, plus 2 weeks extended support
- No cost overruns, maintained tight budget and schedule
- Access to Microsoft partner network with direct escalation for outages and high-priority issues
Support
As part of the project implementation, we provided 1 month of extended support, including major and minor bug fixes.
Next Phase
We are now looking at the next phase of the project which involves:
- Ongoing support and adding new features based on client requirements, including customizations and standard features like automatic reconciliations and invoice payment matching automation
- Planning to add another company to the Business Central instance as part of the group
- Implementing the warehouse module for better control over inventory movements
About Client
Global Finance is a company based in Auckland which provides smart loan and insurance solutions from 1999. The company suggests the right insurance with optimized premiums and support at claim time.
They have won top New Zealand’s awards from 2012 to 2018 including Mortgage Advisor of the Year, Business and Commercial Advisor of the Year and Values Business Partners from ANZ Bank.
- https://www.globalfinance.co.nz/
- Location: Auckland, New Zealand
Project Background- Dynamics for financial services
Peritos and Global Finance collaborated to change and manage their CRM Dynamics for financial services. They wanted the CRM and Customer support module to be compatible with their business processes. Peritos also discussed PDF customizations and the change of email preview as a Microsoft Solutions Partner. The Dynamics 365 for CRM and Suppoort Module were implemented in a multi-environment stage. Project Involved Dynamics 365 CRM and Customer support model
Scope & Requirement of the Dynamics for financial services
Technology and Architecture
Technology
- Backend Code: Plugins, JavaScript, Azure Blob
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
Security:
- Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
- Single Sign-on using Active Directory
- Email notifications and outlook based integration
Backup and Recovery
Cloud systems and components used in the Dynamics were all 99.99% uptime and also involved with regular backup and DR to the non Production environment
Scalability
Application is designed to scale 5X times the average load received in the 1st 6 months of its usage and all cloud resources are configured for auto-scaling based on the load
Cost Optimization
Alerts and notifications are configured in the system for any additional data storage and notified to client and Peritos Support team if budget is being exceeded. Peritos being a cloud partner is managing the environment for the client keeping a close watch on the cost and finding ways to optimize the same
Code Management, Deployment
- Code for the app is handed over to the client through Azur Devops and Commited to the Git Repo.
- CI/CD is implemented to automatically add, build and deploy any code changes
features of dynamics for financial services
- The dynamics 365 for Customer Support and CRM has a unified interface
- It offers multi-select options with an intuitive control.
- The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
- Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
- On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.
Challenges
- They had done huge level of customizations understanding the existing code section.
- We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
- Multi environment setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.
Support
- Worked with the GFS client for more than 2+ years for ongoing Development and Support.
- The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.
Next Phase
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
- Further advanced integration with the Dynamics Features like Outlook based auto emails, Co Pilot etc
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’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
The network architecture for Microsoft Dynamics 365 is designed with security in mind, enabling users to remotely access the system only through secure channels such as VPN or conditional access policies, ensuring data protection and compliance. Also there was no connectivity from home as well to avoid any Breach of client confidential data
Cost Optimization
Alerts and notifications are configured in the Azure Cost dashboard configured for client as well as cloudchkr tool. Peritos would send monthly license based invoice adding details and itemized information regarding the cost.
Code Management, Deployment
Cloudformation scripts for deploying data was used for managing the JavaScript and plugin based code
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.
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
Next Phase
- We are also in discussion with other projects for the client
- Dynamics CRM system Support
- O365 License Management
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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We can handle projects of all complexities.
Startups to Fortune 500, we have worked with all.
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