1001 Freelance Projects -- FileMaker Pro to Microsoft SQL Server (MS SQL) Migration

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Project title:
FileMaker Pro to Microsoft SQL Server (MS SQL) Migration
Posted by:
External project from PeoplePerHour
Started:
20-Sep-2025 12:27 GMT
Description:
The business refurbishes IT equipment in three key areas: PCs/Laptops, AV, and Networking. The current FileMaker Pro system handles order intake (goods-in), tracks unit-level details (brand, model, serial, spec, upgrades), manages engineering workflow (notes, statuses, ready-to-ship), and records shipping info. It also stores commercial data (purchase & shipping prices ex-VAT), supports basic reporting (daily/weekly outputs), and provides user-facing screens to process stock quickly. This project migrates to a cloud-hosted MS SQL database with a custom internal web app: React (Tailwind + chart library) front-end and a thin API (Node/.NET) that serves data and KPIs. The UI must match or improve current layouts and support core KPI dashboards. This scope includes Sections 1–3 only. Section 4 (automation, real-time P&L, AI) is not to be implemented now; a separate Technical Backdrop describes groundwork. Sections 1–3 must be built with future expansion in mind. Section 1 – Core Migration to MS SQL Objective: Recreate FileMaker logic and data in a normalized, indexed MS SQL schema, ready for API consumption. Deliverables Cloud-hosted MS SQL setup with least-privilege access control. Logical data model & ERD (from FileMaker exports/screenshots). Normalized schema with PK/FK, key indexes, and core views. Full data migration (cleansing, transformation notes, reconciliation). Reference tables (suppliers, engineers, statuses, codes, brands, categories, channels). Documentation: schema guide, migration steps, backup/restore process. Acceptance Criteria Row counts validated; FK relationships enforced. Sample lookups return in ~1s or less. Backup and restore tested and documented. Section 2 – Custom UI + API Goal: Deliver an internal web app as usable as (or better than) FileMaker, with a thin API layer. Frontend (React + Tailwind) – Minimum Screens Goods-In: intake, supplier link, statuses, notes, timestamps. Production Worksheet: engineer queue, actions/notes, ready-to-ship toggle. Dispatch/Shipping: ready list, carrier/label refs, shipped timestamps. Search/Record View: search by SKU/serial/unit; editable detail view with validation. API (Node/.NET) REST endpoints for units, goods-in, shipments, production queues, engineers, KPIs. Server-side validation; created_by/updated_by and timestamps. Internal/trusted users now; design to accept OIDC/Azure AD later. Acceptance Criteria All workflows achievable with same or fewer clicks vs FileMaker. Field validation + audit fields recorded. Responsive for desktop use; access limited to internal/trusted users. Section 3 – KPI Dashboards & Reports KPIs Required Time from goods-in to finished/ready-to-ship/shipped (per unit & per batch). Engineer throughput (units/day or week); flag returns if available. Shipping volumes (daily/weekly), sliced by brand/supplier/category. Basic batch profitability: purchase + logged costs vs revenue (where data exists). Deliverables React KPI views (charts/tables via Recharts/Chart.js) backed by API/SQL views. Exports: daily/weekly in CSV/PDF (server-side export endpoint); Google Sheets optional later. Brief docs: KPI definitions and SQL per card. Acceptance Criteria KPI outputs match test calculations on supplied data. Scheduled or manual exports work as expected. Inputs We Provide FileMaker exports (CSV/Excel), layout screenshots. Sample KPIs and example calculations. SQL credentials and app/API environment (or guidance). Named contacts for testing/decisions. Out of Scope Automation, live P&L, smart pricing, forecasting (see Technical Backdrop). Amazon SP-API, Linnworks, Repricer, etc., beyond preparatory schema/API surfaces. Public/external UI; mobile optimization. Non-Functional Requirements Security: Least-privilege access; secrets not in repos (use env/KeyVault). Backups: Daily backups; at least one restore tested successfully. Performance: Fast queries (
Project ID:
3450273
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