The engineering toolset, which the customer had been using for more than two decades, had become complex and outdated. The problem was that the software was based on old technologies and was developed by people who were no longer with the company. Its maintenance required added manual effort which led to higher process costs.
“We need a state-of-the-art solution” – that’s what our customer emphasized on during the Clarification Call with us. The customer wanted to have a modern software that would provide calculation results in a quick and easy way, as it is one of the key factors in heat exchange industry which affects the client’s decision in choosing the supplier.

The customer’s pain points:


  • to improve the efficiency of Sales/
    Order management process including further development of the tools and applications used by the customer
  • to integrate the tools with the customer’s authentication system
  • to use SharePoint as a document management and storage system
  • to stabilize the current system, retaining all of the system’s components and business logic
  • to upgrade UI by making it more current while minimizing changes in UX, thereby lowering the barrier to entry


The volume of work was quite substantial. It required a thorough analysis phase. At the start, the stakeholders in the customer company couldn’t come to a common understanding of what the project goals were. To make sure that the project implementation result will reflect what the customer really needed, it was decided to start with the Pre-Discovery workshop: we clarified all the details, discussed the customer’s pain points and chose the direction for further analysis. It prevented the project from going in the wrong direction from the very beginning and created a proper base for the Discovery phase

In this phase, we defined the tasks, planned the resources and the stages for implementation, and made the estimation of the project. This approach helped avoid wrong strategic decision-making and contributed to a successful project implementation: migration of the legacy system to Azure Cloud (fulfilling all the customer’s requirements) and implementation of the new UI.

Deliverables of *instinctools team:

9B4F0B22-59F4-4BFC-9331-5549DB69DB2DCreated with sketchtool.

Architecture improvements and technical solutions compatible with Azure Cloud

9B4F0B22-59F4-4BFC-9331-5549DB69DB2DCreated with sketchtool.

Project Charter with settled release processes and communication plan

9B4F0B22-59F4-4BFC-9331-5549DB69DB2DCreated with sketchtool.


9B4F0B22-59F4-4BFC-9331-5549DB69DB2DCreated with sketchtool.

UX/UI strategy and the implementation of new designs

Benefits for the customer:

1C17DDCB-E7FE-4F75-9F4B-49293D7CDA53Created with sketchtool.

minimizing errors and efforts
for testing

B60D860F-93F7-41B8-8968-D79B12F5E522Created with sketchtool.

making the maintenance process

F14095D2-D6C4-4015-A5A4-F7AC1DE08CF1Created with sketchtool.

lowering maintenance process costs to
a minimum

66F75B6F-6997-4B74-AABC-AB98F3A6F9E6Created with sketchtool.

reducing the workload (less
time spent on requirements
engineering and easy reuse of
working modules)

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unifying the whole process of
equipment configuration

C44DCD82-41CC-485D-8BE0-3131578695B6Created with sketchtool.

getting their software up to modern standards which makes addition of new features and upgradation of the existing ones cost and time effective


Cloud Technologies

Cloud Technologies

Do you have a similar project idea?

Anna Vasilevskaya
Anna Vasilevskaya Account Executive

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