Case Study: Custom Application Support

blue solar panel board

Successful take-over of ongoing support for business critical software with minimal handover.

Our structured approach has delivered a stable environment, improved maintainability and an efficient and low risk product enhancement capability into the future.

The Client

Our client is one of Australia’s largest in the sector with over 30 years’ industry experience, specialising in premium battery storage, service, maintenance, and repairs of PV solar systems.

The Challenge and Objective

Our client faced challenges with their core business application – an in-house CRM system which was developed by contract developers rather than a professional software development service. Although the CRM system was functional and met the business needs, company growth and the development approach it did not align with the desired outcomes with regards to responsiveness for bugs fixes and enhancement requests, resulting in additional effort and workarounds by the end users. 


These issues were compounded by a lack of functional and development documentation, and the absence of maintenance and support procedures resulting in ongoing quality and usability issues. These deficiencies posed security risks, and also increased the complexity of maintaining the system and rectifying the issues without adverse effects on other functionality.


Our client aimed to enhance the CRM system's performance, security, and usability to better serve their organisation and their customers. To achieve this, they engaged Forward Logic to provide assistance and facilitate a transition to a structured support arrangement.

The Solution

Forward Logic undertook a structured approach to onboarding existing software, starting with the Discovery Phase covering the following key tasks:
  • Understanding of CRM functionality and identifying the current challenges associated with system usage
  • Reviewing existing documentation, including functional, training and development documentation
  • Assessing the existing support process
  • Conducting a high level code review
  • Providing recommendations for the next steps to address the identified gaps to ensure smooth application support in the future

Following successful completion of the discovery phase, Forward Logic commenced the support services while implementing the recommended improvements:

  • Development of structured support processes and associated procedures 
  • Creating functional and development documentation
  • Establishing the test plan and test scripts to ensure safe deployment of changes or code updates in the future

The Result

Forward Logic's deep understanding of the existing gaps enabled to determine the most effective approach to address them within the allocated budget and timeframe.


Forward Logic has developed core functional and technical documentation, with ongoing work practices to continuously improve it and keep it up to date. This documentation serves as a valuable resource for our client's team, facilitating easier troubleshooting, maintenance, and future enhancements.

The engagement with Forward Logic has led to a more stable and reliable CRM system, and our client now benefits from quicker resolutions to issues and a more efficient development process.



Category: