MODERNIZING AND REFACTORING A LEGACY CRM

A CRM solution [Name is under NDA] that helps businesses streamline their operational processes and improve efficiency

KEY FACTS:

Country

USA

Industry

Construction

Cooperation period

2022-2024

Cooperation type

Consulting, dedicated development team of 4-8 experts

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KEY FACTS:

Country

USA

Industry

Construction

Cooperation period

2022-2024

Cooperation type

Consulting, dedicated development team of 4-8 experts

The Story Behind

Facing decreasing system stability and a growing number of errors, the client approached MobiDev with a request to solve problems with the current API for their CRM and mobile app, which were built on legacy code (CodeIgniter 3, PHP 7.3), within tight timelines. Starting cooperation with a code audit, the MobiDev team concluded that simply fixing bugs would not fully resolve the system issues and outlined the risks that would remain if the client limited the solution to only bug fixing. Along with this, we provided a plan for a selective and gradual, yet complex, system refactoring , taking into account the client’s initial requirements, particularly regarding the timeline. This was the plan that was further implemented by the dedicated MobiDev team.

Industry Challenges

Maintaining strong security, peak performance, and reliability is essential when delivering software that helps businesses manage customer relationships. Regular updates are necessary to thoroughly address bugs and compatibility issues while incorporating the latest security measures. This results in enhanced stability, faster response times, and overall better software performance.

How we delivered

1

Started the cooperation with a code audit

Before starting the system upgrade, the MobiDev team reviewed the existing source code to ensure accurate timeline estimates and suggest upgrade strategies that met the client's stringent deadlines. Since the CodeIgniter version of the framework was no longer supported, the PHP developers proposed a gradual migration of the entire application to a newer version and developed a plan prioritizing tasks and dividing the functionality into modules.

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2

Improved code quality under tight deadlines

Due to the project's size, outdated code base, and the extensive changes needed, meeting the deadline was challenging, requiring a deep understanding of each feature's requirements. To manage this, we performed app refactoring gradually, upgrading about 80 percent of the code within six months.

3

Executed cloud migration to AWS RDS and AWS S3

The existing monolithic architecture of the client’s CRM made server load scaling difficult and outdated. Among the steps taken to address this, the MobiDev team initiated a cloud migration to AWS RDS and AWS S3. This transition to remote services significantly improved scalability, bringing the infrastructure up to modern standards and making it more suitable for newer frameworks. Additionally, using third-party services like AWS introduced built-in features for backups and data protection, offering a more secure and automated solution compared to the old system, which relied on manual FTP deployment.

Technical Details

Frontend
Angular
Backend
PHP, Codeigniter, Node.js, Socket, NGINX
Database
MariaDB, Redis
3rd party cloud services
AWS Services (EC2, RDS, S3, ECR, Cloudfront)

Outcomes

After modernizing the CRM, the MobiDev team continued to focus on scaling the application, adding new features, enhancing existing ones, and ensuring smooth, error-free operation.

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