Reinventing a Legacy Sales Platform as a Scalable, AI-Powered Ecosystem

For over five years, we’ve partnered with a California-based leader in Sales Enablement to modernize and reimagine their enterprise-grade platform. What started as a hands-on effort to stabilize legacy infrastructure evolved into a long-term, strategic collaboration—one that touched every layer of the product and tech ecosystem.

Together, we transformed a fragmented legacy codebase into a modular and scalable platform. We untangled critical backend systems, rebuilt brittle analytics pipelines, and enabled seamless interoperability across previously isolated products.

We also introduced AI-powered features to enhance meeting experiences, such as intelligent meeting summaries, real-time transcription, and actionable insights to boost sales productivity.

The result: a modern, stable, and scalable digital workspace for thousands of enterprise users.

Industry:

Sales, Marketing & Support Intelligence

Services:

Back End Development, Big Data & Analytics, Cloud / DevOps, Front End Development, QA as a Service, UI/UX Design

Location:

US

01

Challenge

During our work together, we gradually addressed the challenges posed by the partner’s legacy infrastructure. We inherited legacy codebases, inconsistent analytics pipelines, and brittle content rendering systems. Initially, we focused on stabilizing the live meeting module's audio/video experience to reduce dropped calls and improve customer satisfaction, and then proceeded with other tasks. 

Key challenges included:

  • Maintaining platform stability while evolving architecture

  • Handling high-volume content uploads and analytics processing

  • Designing secure, unified access across products

  • Upgrading legacy infrastructure without interrupting enterprise users

02

Solution

We worked closely with the client’s teams to design a modernization roadmap. Our solutions were delivered iteratively, each focused on unlocking a key value area while reducing tech debt. 

Most new features were designed from scratch as independent microservices or scalable standalone services. In particular, the meetings and dashboard components were launched directly as separate products built on a microservice architecture.

Modularizing the live meeting system 

We refactored the brittle live presentation module into a standalone, scalable product. Using Amazon Chime, we developed a robust video conferencing and screen sharing feature that could be reused across other tools. Modularization also improved performance, reliability, and maintainability.

Upgrading the analytics subsystem

We overhauled the analytics system to support interaction data and provide actionable sales insights. This included fixing legacy bugs, optimizing MySQL queries, improving backend logic, and adopting the CQRS pattern for asynchronous processing. The new analytics system is faster, more reliable, and easier to scale.

Enhancing content handling and viewer engagement

The original platform supported customer uploads, conversion, customization, and sharing of sales content. We optimized the pipeline for large file ingestion and processing, added support for importing documents from external sources like Google Drive and Dropbox, updated document rendering workflows, and ensured that viewer engagement metrics were captured and made available for analytics.

Integrating monolithic systems with the 9-dots menu pattern

We developed a unified navigation and access system to bridge multiple legacy products. Using the 9 Dots Menu Pattern, we created a frictionless SSO-based experience, enabling users to transition between products without extra logins or context switching.

Key improvements:

  • Two-way synchronization of user and group data

  • Secure API-based authentication and permissions setup

  • Frictionless SSO across multiple monolithic systems

  • Integration of client-provided React front-end component and design system

Seamless third-party integrations

We integrated Twilio for audio calling and Aspose for document conversion. We built the system to support existing integrations like Salesforce and MS Dynamics while remaining modular and extensible, allowing the platform to evolve without rework.

New integrations for meetings dashboard

As part of the new Meetings Dashboards, we built several integrations from scratch, including plugins for Outlook and Google Calendars, Zoom, and MS Teams. These additions enabled seamless scheduling, calendar sync, and communication within the platform.

Strategic alignment post-acquisition

Post-acquisition, we worked with the partner’s extended team to adapt our modular approach to their broader product ecosystem. This included aligning data contracts, analytics reporting formats, and SSO access across all connected tools.

03

Technologies Used

We worked across several generations of the platform using a diverse tech stack at different stages. Here are the major technologies we leveraged on the product:

Reinventing a Legacy Sales Platform as a Scalable, AI-Powered Ecosystem
04

About the team

The scope of collaboration varied over time: from stabilizing specific features to building whole subsystems. Our engagement followed agile delivery and CI/CD practices, with tight coordination across our partner's in-house team.

At peak involvement, the project included over 40 people, organized into a few Scrum teams, each with clearly defined responsibilities.

Currently, two core cross-functional teams on our side are each dedicated to a specific product within the ecosystem:

Scrum Team 1: focused on the online meeting solution

  • Backend Developers

    3

  • Frontend Engineer

    1

  • QA Engineer

    1

Scrum Team 2: focused on the multi-provider meetings dashboard

  • Backend Developers

    2

  • Frontend Engineer

    1

  • QA Engineer

    1

Shared roles across both teams include:

  • Product Owner (from the partner side)

    1

  • Scrum Master

    1

  • DevOps Specialist

    1

05

Impact

Our long-term strategic partnership completely transformed the platform into a robust, modular, and scalable B2B solution. Key business outcomes include:

  • Significant reduction in system downtime and tech debt

  • Improved user retention due to performance and UX upgrades

  • Faster analytics delivery and insights generation

  • Easier onboarding and cross-navigation with unified access (SSO)

  • Increased compatibility with the broader product ecosystem

  • Operational costs were reduced up to 3 times through DevOps-led infrastructure improvements

  • Improved deployment and monitoring processes, enabling faster release cycles and more stable production environments

These results reinforced our client’s market leadership in Sales Enablement and demonstrated how focused modernization can foster long-term product growth and business value. 

What’s next? Our current focus is on enhancing the live meetings tool with AI-powered features, such as intelligent coaching, automated follow-ups, opportunity success prediction, and multilingual support, to further support sales teams in a competitive landscape.

Have a similar challenge in modernizing a legacy platform or integrating products post-acquisition? Get in touch and see how we can help you scale.

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06

Reviews

Techstack Ltd kept the uptime and the customers happy. The team was highly competent, proactive, and efficient, excelling for their technical and thought leadership. 

The whole team of 50 developers was really great people. Engage them as early as possible and lean on their technical, strategic, and architectural expertise.

Clutch Review
Mark Beare 
Former VP Research & Development, Corel Corporation ,
Clutch