Entryfy: CRM Solution for Entry Management

The software development process is complicated and overarching, with all fragments of project code and documentation possessing value for its successful implementation. The challenge with project transfer from one company to another is the loss of vital data and a need to restructure documentation to make it manageable for the new team. This case study explains how the 4IRE team tackled this challenge when working on a B2B CRM for smart room entry management. 

Client’s Profile 

The client is a Sweden-based provider of a smart B2B CRM for room entry management, Entryfy.  

Client’s Requirements 

The client turned to the 4IRE team with a request to continue the development of its smart B2B CRM for room entry management in office and production facilities. The project was in the works at another software development company, but the client was dissatisfied with the code’s quality and the entire process, tasking 4IRE engineers to finalize the product. There was no integration with the hardware part of the CRM, which was also assigned to the 4IRE project team. 

Business Challenge 

Upon an initial review of the work progress achieved by the previous provider, 4IRE experts identified many flaws and inconsistencies hindering further project development. The challenge they needed to address included: 

• A flawed code and numerous vulnerabilities required extensive troubleshooting, debugging, and security audit. 
• Documentation was processed without access to the actual web environment and real data, thus complicating the onboarding process. 
• Once the transition was over, the 4IRE team identified underlying architectural problems in the previous developers’ code and an absence of one important code version. 
• The project information and code were fragmented and disorganized. 

Implementation 

The transition process took half a year due to the lack of collaboration and initiative on the part of the previous development team. 4IRE experts delivered the following solutions to the identified challenges: 

• The first stage of work on the new project involved extensive refactoring of the app’s functionality. 
• The 4IRE engineers spent much time familiarizing themselves with the app’s logic and troubleshooting of identified bugs while developing new functions at the same time. 
• The first two months of project work involved the preparation of current server versions, while the Tech Lead dealt with hotfixes and architectural troubleshooting. 
• Once the final code version was ready, the team proceeded to Agile-based software development on the project in compliance with the Scrum methodology. Numerous backlog groomings involved detailed analysis of the project’s problems, scoping of the workload, and system improvements. 
• In the course of software development, the 4IRE team reworked much of the previous developer’s code by optimizing it and removing inconsistencies. The client was actively involved in the process and monitored the project’s profession by reviewing the emerging functionality. 

Solution Delivered 

The resulting CRM product was complex in technical infrastructure because it included many integration services. The system’s core functionality included the customization of entry detectors’ settings to give access to specific rooms only to authorized staff members. Every entry point was equipped with a detector with CRM settings, letting it determine the person’s authorization for entry. 

Project Outcomes 

The project work took one year, from March 2021 to March 2022. The team preparing the B2B CRM for launch included six specialists: a PM, two QA experts (automation and manual), a Lead RoR developer, an RoR developer, and a Vue.js developer. 

The resulting CRM system enables the customization of space entry controls in office buildings and industrial facilities. The businesses joining the system can register their enterprise, integrate the software with their existing detector infrastructure, and set entry settings for every staff member. The system’s administrator can set a specific office access schedule and assign access tiers to all staff members. The data on room entry is stored in the system, allowing real-time monitoring and historical checks. 

Regular visitors can also access the buildings as guests, using plastic cards, PIN codes, pressing the entry buttons, or scanning the QR code in the CRM’s app. The CRM’s administrator also provides these access rights.