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From Black Box to Blueprint: How We Delivered Critical Documentation for a Legacy Pricing Engine

Empowering Business & IT to Future-Proof a Decades-Old Pricing System

From Spreadsheets to Speed: Enhancing Sales with Salesforce CPQ

Turning Chaotic Quoting into a Seamless Revenue Machine

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100% documentation coverage

of business logic, code, and workflows

3-4 migration strategies

presented to enable flexible modernization and future migrations

100% business and IT alignment

on legacy pricing system architecture

The Challenge: A Legacy Pricing Engine with Zero Documentation

A major North American manufacturing company was operating a decades-old pricing engine on Heroku with no formal documentation of business logic, technical workflows, or codebase. This posed serious risks to operational continuity, regulatory compliance, and future modernization efforts.

The key challenges included:

Knowledge gaps in understanding pricing logic and integrations
Vendor dependency risks limiting the company’s internal capabilities
Inability to evaluate future migration paths (Salesforce CPQ, SAP, or hybrid options)
Operational inefficiencies and lack of transparency for IT and business teams

The Solution: Reverse-Engineering & Documentation

Datafy Inc. (DBA of Mint Business Solutions Inc) partnered with the client to conduct a deep discovery engagement, powered by ChatGPT Enterprise automation and manual code analysis. Our work delivered:

End-to-end business, functional, and technical documentation
Architectural diagrams including DFDs, Class Diagrams, and Context Diagrams
Detailed code annotations for each module of the pricing engine
A modernization roadmap with clear migration options and risk assessments

The Results:
Operational Confidence & Strategic Modernization Planning

Datafy’s efforts resulted in:

  • Complete documentation of the legacy pricing engine
  • Defined migration pathways for Salesforce CPQ, SAP, or hybrid cloud platforms
  • Improved IT & business alignment, ready to reduce vendor dependence
  • A blueprint enabling informed, future-ready system transformation

Download the full case study