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www.sigmainfo.net
Built the Whole Gamut of Reporting Features for
a B2Bi EDI Solution Provider in North America
The Client
The client is one of the leading providers of SaaS based EDI solution for
manufacturers, logistics providers, sourcing companies, expeditors,
freight forwarders, and other business partners in the retail supply
chain. The client is headquartered in San Francisco, California.
Business Case
The client’s SaaS based EDI solution was lacking complete reporting
functionalities. They wanted their various reports like invoices,
purchase orders, etc. to support all popular output formats like
Adobe PDF, HTML, RTF, and plain text. Therefore, the client wanted
to partner with a team who could help them quickly develop, test,
and integrate these reporting features with their core application.
Challenges
Sigma Infosolutions’team was only building the reporting capabilities.
Therefore, every time the team had to test export functionality with
the core system, they liaised with the client’s core development
team. This was quite a challenge since the client’s core development
team had a hectic schedule and it was difficult to coordinate the
timings when the testing could be performed. The client’s team was
not quickly responding to queries as well as the details for the next
set of reports. This pushed Sigma Infosolutions’ team to be doubly
responsive and fast while building core reporting capabilities so as to
ensure an on-time and on-budget delivery.
Executive Summary
Built on Ruby on Rails, the
client’s EDI solution is a SaaS
based offering. The client
was looking to quickly build
reporting functionalities
into their solution which
could support a full range of
transactions such as purchase
orders, price updates, and
invoices. Sigma Infosolutions
leveraged its expertise in
business intelligence and
reporting to develop the
entire set of reports in a short
span of 3 weeks.
sales@sigmainfo.net
The Solution
Sigma Infosolutions proposed to use Pentaho BI tool to build core
reporting functionalities.
The client’s application needed to convert a document to a format
based on the requirements of the trading partners. Hence, the
reporting solution was built to support all popular output options
including Adobe PDF, HTML, Rich Text Format, and plain text. Since
the solution offers role-based security capabilities, the reports
were designed to follow these role-controls to protect security and
integrity of information.
Sigma Infosolutions took 3 weeks to exhaustively understand the
EDI solution, gather requirements, develop, test, and deploy the
reporting functionalities on the client’s server. The team also
worked along with the client’s development team to integrate the
functionalities with the core engine of the solution.
Since, Sigma Infosolutions got closely associated with the client’s
business vision and had in and out knowledge of the EDI solution; the
team leveraged its domain understanding to extend various types
of functionalities that could enable the client to build a sustainable
competitive advantage. Some of these recommended functionalities
included advanced dashboards, single sign-on, and building a fantastic
business intelligence engine to offer it as a separate service for all
the customers.
Technology
Sigma Infosolutions used the
following technology for this
project:
•	 Pentaho
Business Benefits
The reporting functionalities
helped the client to achieve the
following business benefits:
•	 An empowered solution to
optimize processes across
the retail supply chain
•	 40% cost savings on
functionality development
•	 A trusted offshore
technology partner for any
future development needs
www.sigmainfo.net
Invoice reporting
Sigma Infosolutions LLC-USA, California
2082 Michelson Dr.
Suite 100
Irvine, CA 92612
Telephone: (714) 717-1826
Fax: (866) 405-6750
Toll Free No.: 1-888-861-7360
Sigma Infosolutions Ltd.-India,Bangalore
Sigma Towers
#66/A, 13th Cross
6th Main, JP Nagar
3rd Phase, Bangalore- 560078
Telephone: +91-80-40865100
About 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, offshore
testing, and website and portal development
Invoice worksheet
40% cost savings on functionality development
“

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Reporting features for b2 bi edi solution provider a pentaho solution

  • 1. www.sigmainfo.net Built the Whole Gamut of Reporting Features for a B2Bi EDI Solution Provider in North America
  • 2. The Client The client is one of the leading providers of SaaS based EDI solution for manufacturers, logistics providers, sourcing companies, expeditors, freight forwarders, and other business partners in the retail supply chain. The client is headquartered in San Francisco, California. Business Case The client’s SaaS based EDI solution was lacking complete reporting functionalities. They wanted their various reports like invoices, purchase orders, etc. to support all popular output formats like Adobe PDF, HTML, RTF, and plain text. Therefore, the client wanted to partner with a team who could help them quickly develop, test, and integrate these reporting features with their core application. Challenges Sigma Infosolutions’team was only building the reporting capabilities. Therefore, every time the team had to test export functionality with the core system, they liaised with the client’s core development team. This was quite a challenge since the client’s core development team had a hectic schedule and it was difficult to coordinate the timings when the testing could be performed. The client’s team was not quickly responding to queries as well as the details for the next set of reports. This pushed Sigma Infosolutions’ team to be doubly responsive and fast while building core reporting capabilities so as to ensure an on-time and on-budget delivery. Executive Summary Built on Ruby on Rails, the client’s EDI solution is a SaaS based offering. The client was looking to quickly build reporting functionalities into their solution which could support a full range of transactions such as purchase orders, price updates, and invoices. Sigma Infosolutions leveraged its expertise in business intelligence and reporting to develop the entire set of reports in a short span of 3 weeks. sales@sigmainfo.net
  • 3. The Solution Sigma Infosolutions proposed to use Pentaho BI tool to build core reporting functionalities. The client’s application needed to convert a document to a format based on the requirements of the trading partners. Hence, the reporting solution was built to support all popular output options including Adobe PDF, HTML, Rich Text Format, and plain text. Since the solution offers role-based security capabilities, the reports were designed to follow these role-controls to protect security and integrity of information. Sigma Infosolutions took 3 weeks to exhaustively understand the EDI solution, gather requirements, develop, test, and deploy the reporting functionalities on the client’s server. The team also worked along with the client’s development team to integrate the functionalities with the core engine of the solution. Since, Sigma Infosolutions got closely associated with the client’s business vision and had in and out knowledge of the EDI solution; the team leveraged its domain understanding to extend various types of functionalities that could enable the client to build a sustainable competitive advantage. Some of these recommended functionalities included advanced dashboards, single sign-on, and building a fantastic business intelligence engine to offer it as a separate service for all the customers. Technology Sigma Infosolutions used the following technology for this project: • Pentaho Business Benefits The reporting functionalities helped the client to achieve the following business benefits: • An empowered solution to optimize processes across the retail supply chain • 40% cost savings on functionality development • A trusted offshore technology partner for any future development needs www.sigmainfo.net Invoice reporting
  • 4. Sigma Infosolutions LLC-USA, California 2082 Michelson Dr. Suite 100 Irvine, CA 92612 Telephone: (714) 717-1826 Fax: (866) 405-6750 Toll Free No.: 1-888-861-7360 Sigma Infosolutions Ltd.-India,Bangalore Sigma Towers #66/A, 13th Cross 6th Main, JP Nagar 3rd Phase, Bangalore- 560078 Telephone: +91-80-40865100 About 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, offshore testing, and website and portal development Invoice worksheet 40% cost savings on functionality development “