SaaS Solution for Customer and Stakeholder Management

Technical assessment and modernization planning for the UK's leading customer management system.

ABOUT
the project

Client:

Provider of Customer Management SaaS Platform

Location:

Company Size:

50+ Employees

Industry:

Information Technology

Solution:

Custom Software

Services:

Technology Consulting

Software Modernization

Software Architecture Design

Technologies:

.NET

ASP.NET Core

Blazor

Azure

Entity Framework Core

MS SQL Server

Rest API

The Leobit team has run a technical assessment of a comprehensive stakeholder management solution that includes functionality for stakeholder mapping and profiling, tools for communication and customer engagement, and functionality for feedback and issue management. Upon identifying the platform’s main downsides, we came up with a comprehensive roadmap for its modernization.

We have been extremely happy with Leobit and the progress that we are making with our platform assessment and modernization.

CTO of the customer management SaaS platform

Customer

The customer is the leading provider of stakeholder management software. They work with businesses from different industries, including the energy sector, logistics, manufacturing, and mineral extraction. They provide a customizable SaaS platform that covers various workflows, including customer management, data organization, and customer engagement.

Business Challenge

The customer was operating a system built on a legacy tech stack, specifically WebForms and an older version of .NET. To meet growing customer demand, they decided to modernize the platform. Although they engaged a third-party vendor to carry out the modernization, the results fell short. The vendor did not meet the client’s expectations in terms of performance, scalability, or flexibility improvements. As a result, the customer sought a technical assessment of the completed work to evaluate its effectiveness and identify gaps.

Project
in detail

The Leobit team took several iterations to run a technical assessment of the customer’s client management system, identify areas for improvement, and come up with a detailed roadmap for its comprehensive modernization.

Running a technical assessment

We started our work on the project with a technical assessment of the modernized platform. Our specialists analyzed technologies to detect inconsistencies, as well as determine the relevance of the tech stack and review its alignment with the customer’s business needs. We also reviewed the solution’s architecture, codebase, and infrastructure to come up with a list of problems that had to be fixed in order to meet the client’s business needs. The customer received structured insights from our assessment in a comprehensive report.

Preparing a software modernization roadmap

After the technical assessment, the customer asked Leobit to come up with a software modernization implementation roadmap. Our specialists thoroughly evaluated the client’s needs and the results of our assessment to come up with a detailed plan that included assumptions about the solution’s new tech stack and architecture. In particular, we proposed that the customer should rewrite the application with a new version of .NET and Blazor.

Developing a PoC to validate our vision

Our specialists developed several PoCs centered around the Blazor Navigation Panel to validate the correctness of our approach. The PoCs showed some of the solution’s core functionalities, such as data organization and particular app interface patterns. The customer was satisfied with our approach and decided to proceed with the Leobit team responsible for modernizing the solution module by module.

A Detailed Project Roadmap

We provided the customer with a detailed plan on how their system could be optimized to match their business needs. Our roadmap included the following components:

⬥System context diagram
⬥Tech stack
⬥Architecture vision
⬥Module dependency graph
⬥Information on assumptions, risks, and limitations
⬥NuGet packages compatibility check
⬥Functional decomposition.

This roadmap defines clear objectives and sets the foundation for the application's ongoing optimization.

Suggested Tech Stack Supported with PoCs

The Leobit team provided the customer with a clear vision of what technologies to use in order to optimize their platform. Instead of relying on a legacy version of .NET combined with WebAssembly, we proposed a more complex solution based on .NET 9 and Blazor. To showcase the efficiency of the Blazor Navigation Panel for the application, we created several proofs of concept.

The customer was satisfied with their manageability and performance and approved Blazor as the primary technology powering the app's interface.

Modular Approach to Software Architecture

Our specialists proposed a modular approach to the solution’s architecture, enabling us to modernize the platform gradually, one module at a time. By creating a module dependency graph, we gained a clear understanding of the optimal order for implementing the modernization.

This plan satisfied the customer, and we proceeded to update the application module by module while ensuring it remained fully operational and accessible to users throughout the process.

Technology Solutions

A comprehensive technical assessment that evaluates the outcomes of the previous modernization effort.
Recommendations for further modernization of the platform that address current gaps and possibilities for continuous growth.
Renewed tech stack and modernized architectural approach that makes the platform more scalable and maintainable.

Value Delivered

A clear understanding of shortcomings in the previous modernization attempt that allow the customer to identify possibilities for targeted improvements.
A comprehensive, forward-looking roadmap for ongoing platform enhancement and innovation.
Ability to scale the platform efficiently and adapt to evolving business demands, which helps the customer become more agile.