Business Record Management System and Financial reporting

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Case Study Business Records Management System

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Client Requirement CG BRM is a web-based application which handles the financial and non-financial data of an organization. This application captures the data via–web interface, excel upload and even syncs the data from SAP and MIS. Client currently has an array of excel books which carries the financial and non-financial data entered by the users. This data is collected from each of their units and saved for each month of a financial year along with data for Budgets and Commitments. The client required this data to be captured in a web-based application via-web interface, excel upload, data from SAP and MIS. The Scope of CG BRM requirement is as follows: o

Financial and Non-financial data provided by the different units needs to be input into a system

o

The input is via 2 ways - web interface and excel upload

o

The system validates this data and gives output in a pre-defined excel format

o

Units have currencies attached to them and system manages exchange rates of these currencies in order to have report output in the required currency

o

Data fields are configured to have data from SAP. Created temporary SAP database and MIS system's database

Project Challenges Team faced the following challenges: •

Studying the excel entry forms and reports of the CG BRM and understanding other data aspects required in the system.

Developing a system which could handle a large amount of data very smoothly.

Generating various accurate financial reports with proper calculations.

Developing and implementing a framework that smoothly handles the extensive features offered by the system.

Implementing and managing an exhaustive database of user profiles and user-related statistics.

Implementing stringent security measures to safely handle the vast transfer of data.

Capturing data of every report which will be seen in a single report which lists the same report for all the units in a single consolidated report.

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Technologies Used Operating System & Server Management

Development Tools & Environments

Windows OS, Multi-Server Architecture with Staging & Production Environment through Version Controlling releases, Server Optimization, Security & SSL Implementation, Scheduler for Back-ups, Alert Monitoring System Integration, Server Performance Tuning at regular intervals, Software Firewall Configuration & Maintenance ASP.Net, MVC, C# etc. MS-SQL Database Server 2008, Report Service (SSRS), DB Clustering, DB Optimization, Master Slave Replication, Query Optimization, Scheduler for Backups

Database

Manpower Project Leader

1

Developers

6

Designers

2

Quality Assurance Testers

2

Planning Keeping in mind the enormous structure of the website and the challenges involved a four-tier development approach was adopted consisting of: • The Database layer containing MSSQL Server Database, Tables, Stored Procedures and so on. • The Data Access layer containing the libraries responsible for accessing data from the database. • The Business Logic layer consisting of all the business logic procedures for modules like user profiles, groups, registration info etc. • The User Interface layer which forms the Graphical User Interface of the website.

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Architecture We are using a 4-tier architecture which provides Presentation layer (PL), Business Access layer (BAL), Data Access layer (DAL) and Database Layer (DL). DL: Database layer contains MSSQL Server Database, Tables, Stored Procedures and so on. BAL: Business Access layer contains business logics and validations related to the data. DAL: Data Access layer contains methods which help the Business layer to connect the data and perform the required action such as returning data or manipulating data (insert, delete, update). PL: Presentation layer contains .asp or html where data is presented to the user as well as the inputs is taken from the user. Deployment Architecture For deployment, we are using Windows Server 2008 with IIS7. Also, we are using MVC architecture. The benefits of MVC are: 1. 2. 3. 4. 5. 6. 7. 8. 9.

Enables full control over the rendered HTML Provides clean separation of concerns (SOC) Enables Test Driven Development (TDD) Easy integration with JavaScript frameworks Follows the design of stateless nature of the web Restful URLS that enables SEO No View-State and Post-Back events It provides RAD development Easy development models for developers those coming from Win Form development

Development Highlights The application provided the client with a system capable of handling all the data and with ease of access for everyone. The detailed requirement gathering was done on-site and helped setting up a well-designed system with all modules integrated into it along with the control over user access. Excel uploaded data & manually entered data was easily transferred from machine to the database and in return shown to the user on web interface as Report. The control of the site was given to the administrator who can set-up user, user roles and assign page-level access to each user.

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