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Built the Whole Gamut of Reporting Features for
   a B2Bi EDI Solution Provider in North America




                                      www.sigmainfo.net
Executive Summary                  The Client
Built on Ruby on Rails, the        The client is one of the leading providers of SaaS based EDI solution for
client’s EDI solution is a SaaS    manufacturers, logistics providers, sourcing companies, expeditors,
based offering. The client         freight forwarders, and other business partners in the retail supply
                                   chain. The client is headquartered in San Francisco, California.
was looking to quickly build
reporting       functionalities
into their solution which
could support a full range of
transactions such as purchase
                                   Business Case
orders, price updates, and
                                   The client’s SaaS based EDI solution was lacking complete reporting
invoices. Sigma Infosolutions      functionalities. They wanted their various reports like invoices,
leveraged its expertise in         purchase orders, etc. to support all popular output formats like
business intelligence and          Adobe PDF, HTML, RTF, and plain text. Therefore, the client wanted
reporting to develop the           to partner with a team who could help them quickly develop, test,
entire set of reports in a short   and integrate these reporting features with their core application.
span of 3 weeks.


                                   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.




                                                                              sales@sigmainfo.net
The Solution                                                             Technology
Sigma Infosolutions proposed to use Pentaho BI tool to build core        Sigma Infosolutions used the
reporting functionalities.                                               following technology for this
                                                                         project:
The client’s application needed to convert a document to a format
based on the requirements of the trading partners. Hence, the            •	 Pentaho
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.                    Business Benefits
Since, Sigma Infosolutions got closely associated with the client’s
business vision and had in and out knowledge of the EDI solution; the    The reporting functionalities
team leveraged its domain understanding to extend various types          helped the client to achieve the
of functionalities that could enable the client to build a sustainable   following business benefits:
competitive advantage. Some of these recommended functionalities
included advanced dashboards, single sign-on, and building a fantastic   •	 An empowered solution to
business intelligence engine to offer it as a separate service for all      optimize processes across
the customers.                                                              the retail supply chain

                                                                         •	 40%    cost    savings  on
                                                                            functionality development

                                                                         •	 A      trusted    offshore
                                                                            technology partner for any
                                                                            future development needs




                          Invoice reporting




www.sigmainfo.net
“          40% cost savings on functionality development




                                                    Invoice worksheet




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 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




Sigma Infosolutions LLC-USA, California                                               Sigma Infosolutions Ltd.-India,Bangalore
2082 Michelson Dr.                                                                                               Sigma Towers
Suite 100                                                                                                    #66/A, 13th Cross
Irvine, CA 92612                                                                                            6th Main, JP Nagar
Telephone: (714) 717-1826                                                                        3rd Phase, Bangalore- 560078
Fax: (866) 405-6750                                                                               Telephone: +91-80-40865100
Toll Free No.: 1-888-861-7360                                                                           Fax: +91-80-40865103

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Pentaho Reporting Solutions_Sigma Infosolutions

  • 1. Built the Whole Gamut of Reporting Features for a B2Bi EDI Solution Provider in North America www.sigmainfo.net
  • 2. Executive Summary The Client Built on Ruby on Rails, the The client is one of the leading providers of SaaS based EDI solution for client’s EDI solution is a SaaS manufacturers, logistics providers, sourcing companies, expeditors, based offering. The client freight forwarders, and other business partners in the retail supply chain. The client is headquartered in San Francisco, California. was looking to quickly build reporting functionalities into their solution which could support a full range of transactions such as purchase Business Case orders, price updates, and The client’s SaaS based EDI solution was lacking complete reporting invoices. Sigma Infosolutions functionalities. They wanted their various reports like invoices, leveraged its expertise in purchase orders, etc. to support all popular output formats like business intelligence and Adobe PDF, HTML, RTF, and plain text. Therefore, the client wanted reporting to develop the to partner with a team who could help them quickly develop, test, entire set of reports in a short and integrate these reporting features with their core application. span of 3 weeks. 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. sales@sigmainfo.net
  • 3. The Solution Technology Sigma Infosolutions proposed to use Pentaho BI tool to build core Sigma Infosolutions used the reporting functionalities. following technology for this project: The client’s application needed to convert a document to a format based on the requirements of the trading partners. Hence, the • Pentaho 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. Business Benefits Since, Sigma Infosolutions got closely associated with the client’s business vision and had in and out knowledge of the EDI solution; the The reporting functionalities team leveraged its domain understanding to extend various types helped the client to achieve the of functionalities that could enable the client to build a sustainable following business benefits: competitive advantage. Some of these recommended functionalities included advanced dashboards, single sign-on, and building a fantastic • An empowered solution to business intelligence engine to offer it as a separate service for all optimize processes across the customers. the retail supply chain • 40% cost savings on functionality development • A trusted offshore technology partner for any future development needs Invoice reporting www.sigmainfo.net
  • 4. 40% cost savings on functionality development Invoice worksheet 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 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 Sigma Infosolutions LLC-USA, California Sigma Infosolutions Ltd.-India,Bangalore 2082 Michelson Dr. Sigma Towers Suite 100 #66/A, 13th Cross Irvine, CA 92612 6th Main, JP Nagar Telephone: (714) 717-1826 3rd Phase, Bangalore- 560078 Fax: (866) 405-6750 Telephone: +91-80-40865100 Toll Free No.: 1-888-861-7360 Fax: +91-80-40865103