Legacy to Cloud: A case study in design, implementation and data migration of a cloud-native CRM

A CRM (Customer Relationship Management) system allows companies to efficiently manage lead and customer interactions, while an ERP (Enterprise Resource Planning) can provide a single source of truth for all the processes of a company. Edilclima S.r.l., a Piedmontese SME (Small or Medium Enterprise), has the necessity to enhance their current system, which can already handle many of their internal procedures, but cannot be updated to keep up with the new technologies and markets needs. This thesis aims to identify a comprehensive CRM/ERP solution suitable for a SME, evaluating both a custom system and the adoption of an existing platform, focusing on the new needs of Edilclima. After a comparative analysis of the leading market solutions and a thorough review of internal procedures already adopted by the company, Odoo was selected as the most suitable solution. It is a CRM and ERP platform that offers a wide range of integrated business applications, providing extensive opportunities for its users. In order to facilitate the migration from their CRM to the Odoo platform, the thesis project includes the development of a CLI (Command Line Interface), addressing the data validation step to improve data consistency and accuracy. Furthermore, to overcame some limitations and improve the user experience, a custom frontend was developed and integrated with Odoo. It is supported by a REST API wrapper that ensures modern, secure and scalable communication between the e-commerce system and the CRM/ERP backend.