endorsedCompleted

Accounting Export Utilities for Door Manufacturer

Services Covered:

Website Development

Industry

Engineering & Manufacturing

Duration

4 months

Budget

50K - 199K

Start Date

1 July 2022

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

75/100

Good

Project Capability Score (PCS) estimates how capable People10 Technologies Inc. is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

San Antonio, United States of America

Project Summary

A door manufacturer engaged People10 Technologies to redesign export utilities that move transactions from an in-house manufacturing system into a Sage accounting platform in preparation for an ERP deployment. People10 developed export processes for invoices, purchase orders, receipts and inventory adjustments and supported testing. The engagement included daily meetings and Jira-based ticketing, and the team worked within the client's Azure environment. The project remains in testing and has not yet been deployed.

Key Challenges

Reconfigure transaction flow from the manufacturing system to the ERP/accounting system
Redesign export applications to meet specific process steps and file format requirements
Avoid burdening the internal development team by engaging external resources

Project Deliverables

Export utilities for invoices
Export utilities for purchase orders
Export utilities for receipts of goods
Export utilities for inventory adjustments
Data files formatted for Sage accounting import

Project Solution

People10 built export utilities to extract invoices, purchase orders, receipts of goods, and inventory adjustments from the client's in-house manufacturing system and prepared the data for import into a Sage accounting platform. The vendor supplied a team of four developers, a project lead, and a test/audit resource, worked within the client's Azure environment, and managed work via daily meetings and Jira ticketing. Each export type was implemented to conform to its expected process steps and file formats required by the accounting platform.

Project Outcome

Toolset is in testing and has not yet been deployed
Expected to improve accounting processing efficiency and ease deployment for the technology team
Maintained steady communication and workflow through daily meetings and Jira ticketing

Platforms

Tech Stack

Azure

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The project is still in its testing phase and has not yet launched. The client maintained a steady workflow and communicated project status effectively. The project management style the People10 Technologies team made was very compatible with the client's expectations.”
John Andre
Chief Information Officer
Date: 12/10/2022