Pre-acquisition audit of a CRM platform

Overview

Industry

Location

Investment

Poland

Technology Used

Mobile

PHP

React

Project overview

Our team was assigned to audit and review an existing CRM software product, and the software development processes and infrastructure for hosting the product. The project’s main goal was to assess the system’s current condition and recommend essential improvements after the acquisition.

Client background 

Our client was an investor wanting to acquire a customer relationship management (CRM) system designer and developer for a specific industry, responsible for a system used by large companies and family businesses.

Challenges

As the acquisition process was already underway, the time available for the audit was limited. Since time constraints did not allow us to perform a regular full review, the Software Mind team took advantage of an existing audit offer that was customizable according to the client's needs. After the deliberations, our team was able to define the most important areas to focus on and review critical aspects of the system in a given time. Since Software Mind is an experienced software audit company with a large talent pool, providing a required security expert for the audit in a relatively short time was not an issue, regardless of the technology.

Results

A set of recommendations

Assessing the system's current condition and recommending essential improvements after the acquisition.

Customizing audit scope

Adjusting audit scope and focus according to time constraints and allowing our client to proceed with the acquisition process without delay

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