Reporting features for b2 bi edi solution provider a pentaho solution


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Reporting features for b2 bi edi solution provider a pentaho solution

  1. 1. www.sigmainfo.netBuilt the Whole Gamut of Reporting Features fora B2Bi EDI Solution Provider in North America
  2. 2. The ClientThe client is one of the leading providers of SaaS based EDI solution formanufacturers, logistics providers, sourcing companies, expeditors,freight forwarders, and other business partners in the retail supplychain. The client is headquartered in San Francisco, California.Business CaseThe client’s SaaS based EDI solution was lacking complete reportingfunctionalities. They wanted their various reports like invoices,purchase orders, etc. to support all popular output formats likeAdobe PDF, HTML, RTF, and plain text. Therefore, the client wantedto partner with a team who could help them quickly develop, test,and integrate these reporting features with their core application.ChallengesSigma Infosolutions’team was only building the reporting capabilities.Therefore, every time the team had to test export functionality withthe core system, they liaised with the client’s core developmentteam. This was quite a challenge since the client’s core developmentteam had a hectic schedule and it was difficult to coordinate thetimings when the testing could be performed. The client’s team wasnot quickly responding to queries as well as the details for the nextset of reports. This pushed Sigma Infosolutions’ team to be doublyresponsive and fast while building core reporting capabilities so as toensure an on-time and on-budget delivery.Executive SummaryBuilt on Ruby on Rails, theclient’s EDI solution is a SaaSbased offering. The clientwas looking to quickly buildreporting functionalitiesinto their solution whichcould support a full range oftransactions such as purchaseorders, price updates, andinvoices. Sigma Infosolutionsleveraged its expertise inbusiness intelligence andreporting to develop theentire set of reports in a shortspan of 3
  3. 3. The SolutionSigma Infosolutions proposed to use Pentaho BI tool to build corereporting functionalities.The client’s application needed to convert a document to a formatbased on the requirements of the trading partners. Hence, thereporting solution was built to support all popular output optionsincluding Adobe PDF, HTML, Rich Text Format, and plain text. Sincethe solution offers role-based security capabilities, the reportswere designed to follow these role-controls to protect security andintegrity of information.Sigma Infosolutions took 3 weeks to exhaustively understand theEDI solution, gather requirements, develop, test, and deploy thereporting functionalities on the client’s server. The team alsoworked along with the client’s development team to integrate thefunctionalities with the core engine of the solution.Since, Sigma Infosolutions got closely associated with the client’sbusiness vision and had in and out knowledge of the EDI solution; theteam leveraged its domain understanding to extend various typesof functionalities that could enable the client to build a sustainablecompetitive advantage. Some of these recommended functionalitiesincluded advanced dashboards, single sign-on, and building a fantasticbusiness intelligence engine to offer it as a separate service for allthe customers.TechnologySigma Infosolutions used thefollowing technology for thisproject:• PentahoBusiness BenefitsThe reporting functionalitieshelped the client to achieve thefollowing business benefits:• An empowered solution tooptimize processes acrossthe retail supply chain• 40% cost savings onfunctionality development• A trusted offshoretechnology partner for anyfuture development needswww.sigmainfo.netInvoice reporting
  4. 4. Sigma Infosolutions LLC-USA, California2082 Michelson Dr.Suite 100Irvine, CA 92612Telephone: (714) 717-1826Fax: (866) 405-6750Toll Free No.: 1-888-861-7360Sigma Infosolutions Ltd.-India,BangaloreSigma Towers#66/A, 13th Cross6th Main, JP Nagar3rd Phase, Bangalore- 560078Telephone: +91-80-40865100About Sigma Infosolutions• Sigma Group, an Indian conglomerate has more than 4 decades of experience in Mining, Chemicals Manufacturing &Export, Handicrafts Manufacturing & Export, and Software Development• Sigma Infosolutions is a TUV certified ISO 9001:2008 & ISO 27001:2005 company• Headquartered in US with presence in India• Some of our esteemed customers include Airtel, Zyme Solutions, Yodlee, Celerity Consulting, Resolution Economics,Birla Global Asset Finance, Fosroc Chemicals, Surgery Planet etc.• Sigma Infosolutions’ services comprises of application development, application management, IT consulting, offshoretesting, and website and portal developmentInvoice worksheet40% cost savings on functionality development“