Case study
A retiring CRM moved to new hosting, customer portal intact
Solstice Energy, an installation company, runs its business on a Haplo CRM that was being shut down after Cayuse acquired the platform. After a discovery workshop, we lifted and shifted the CRM, its files and its customer portal onto new AWS hosting, so the team kept the system it valued without changing how it works.
2025
- 10+ years
- of customer portal development to preserve2025
- 8 weeks
- planned from migration planning to cutover2025
The challenge
Solstice Energy's remote team runs its installation projects, customer communications and file storage through one CRM, Haplo, also known as Oneis, including a customer portal the business relies on. After Cayuse acquired the platform, Solstice was told hosting and support would end, with shutdown planned by the end of the year. An open-source version of Haplo was available, but getting Solstice's own data out, and keeping the workflows and portal it had developed over more than ten years, was the hard part. The team valued the system's simplicity and wanted as little change as possible.
What we did
- March 2025 — a discovery workshop on the live system: current workflows, the customer portal features in use and the pain points
- Recommendations: a lift and shift weighed against moving to alternative CRM platforms, and Solstice chose the lift and shift
- Migration planning: the current release's code from Cayuse, the server requirements and the data transfer procedure
- Infrastructure: a new AWS environment under Solstice's control, with security, monitoring, backups and a deployment process for fixes
- Migration: trial runs into staging, then the database and file store moved with integrity checks and a tested cutover
What we built
The CRM runs on the open-source Haplo codebase with Solstice's existing workflows configured, its database and files migrated from Cayuse's exports, and the customer portal recreated.
- AWS hosting under Solstice's control
- Security, monitoring and backups
- Deployment process for future fixes
- Database and file store migrated in full
- Customer portal recreated on the new platform
The result
Solstice kept the CRM its team works in every day and the portal its customers use, with its data and files intact, on infrastructure it controls instead of a platform being switched off. Fixes can now be released through its own deployment process.
- Haplo
- AWS