endorsedOngoing

Legacy CRM Modernization and Plugin Development for CSR SaaS Company

Services Covered:

Custom Software Development • Website Development • Cloud Consulting and Services

Industry

Advertising & Marketing

Duration

85 months

Budget

50K - 199K

Start Date

1 July 2019

Team Size

11-15 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Emvigo Technologies 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

United Kingdom

Project Summary

Emvigo Technologies Ltd supports a CSR SaaS company by modernizing legacy systems and rebuilding critical product components. They reversed-engineered an MVP, rebuilt the backend and website (migrating infrastructure to AWS), and developed plugins for Outlook and Gmail to enable a meeting-driven tree-planting workflow. The engagement began in July 2019 and is ongoing; the client praised Emvigo's reliability, communication, and cost-effective offshore model.

Key Challenges

Legacy CRM built using outdated methodologies that was at risk of collapse.
Need to assess business requirements and design a scalable platform for the next five years.
Existing infrastructure used unsupported/too-old technologies (e.g., CodeIgniter, PHP 5.3) requiring reconstruction and migration.

Project Deliverables

Plugin for Outlook and Gmail (desktop)
Outlook web plugin
Gmail web plugin
Rebuilt backend migrated to AWS
Rebuilt website primarily in Node.js
Migration of heavy processing tasks to AWS (architecture refactor)

Project Solution

Emvigo engaged in a multifaceted program of work across several projects. They reverse-engineered an existing MVP and rebuilt the backend on AWS to create a scalable platform. They developed a desktop plugin that integrates with Outlook and Gmail to trigger backend processes (including a tree-planting workflow), plus web plugins for Outlook and Gmail, and rebuilt the company website primarily using Node.js. They migrated heavy processing tasks (certificates, image processing, counters) off the legacy server and into AWS as part of an architecture refactor.

Project Outcome

Mission-critical support has been consistently available when needed.
A scalable and more reliable platform replaced the fragile legacy CRM.
Improved delivery and communication with dedicated single points of contact.
The client was able to offshore cost-effectively while maintaining high service quality.
The client hired a head of delivery following engagement improvements.

Platforms

CRM
Mobile
SaaS
Web

Tech Stack

Node.js
CodeIgniter
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.38

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The level of service, communication, and quality delivered from Emvigo Technologies Ltd has been impressive for the client, taking their product and technologies to the next level. They offer a great collaboration, bringing a great deal of expertise at a cost-conscious price.”
Marvin Baker
Co-Founder & CEO
Date: 10/06/2020