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Software, AI and SaaS Decision Guides
Decision guides and practice guides for software, AI and SaaS choices: comparison frameworks, checklists and downloadable worksheets.
Software
What should you ask when choosing a software company?
Choose a software firm by how it defines the work, what its quote covers, who owns the code and how handover works, not by its technology list.
SoftwareWhich decisions determine custom software cost?
Custom software cost is driven by business rules, integrations, data migration, testing and operations, not screen count. Compare quotes on equal scope.
SoftwareSoftware project handover checklist
Taking over a software project? Check account and repo access, a clean install, backups and open work. Handover checklist with a downloadable table.
SoftwareHow is an application performance review conducted?
Start an application performance review from one user action; separate layers, test each hypothesis with one change and compare under the same conditions.
SoftwareA design checklist for reliable API integrations
A design checklist for reliable API integration: data contract, retries, idempotency, reconciliation and monitoring, with test scenarios.
SoftwareWhen does technical debt become a business problem?
Prioritise technical debt by business impact rather than code preference; document each finding with an example and split fixes into measurable steps.
SoftwareWhat should a software technical audit deliver?
How to define scope, evidenced findings, an executive summary and a practical roadmap in a technical audit, and what to ask for in writing beforehand.
SoftwareHow should you define the first software release?
Limit the first software release to one completable user flow, acceptance criteria written as behaviour and visible dependencies.
AI & AutomationHow can you identify AI opportunities in your company?
Find AI opportunities by starting from repeated information work, not a tool list; prioritise by volume, data access, error cost and human oversight.
AI & AutomationWhich business processes are suitable for automation?
Processes with a defined input, writable rules and reversible errors suit automation. Assess suitability by exceptions, ownership and error impact.
AI & AutomationPreparing company data for an AI assistant
Before a company AI assistant, prepare document sources, permissions, update and deletion flows and evaluation questions, and sort out data quality problems.
AI & AutomationHow can AI support B2B proposal preparation?
In B2B proposals, separate request summarising and drafting from price, commitment and human approval; the data a pilot needs and its failure cases.
AI & AutomationClassifying B2B sales requests with AI
An AI guide for B2B sales requests covering labels in the team's language, sample data, handling uncertainty, CRM routing and operational measurement.
AI & AutomationHow should you design a document AI pilot?
Design a document-processing pilot with a representative document set, field-level evaluation, confidence thresholds, a human review queue and go-live criteria.
AI & AutomationHow do you measure AI pilot value and total cost?
Measure an AI pilot through a baseline, human review effort and total cost per item, including cost items beyond the model fee.
AI & AutomationReliability for AI agents connected to business systems
Design tool permissions, human approval, untrusted-content handling and stop limits for AI agents in business systems, with a checklist for a first pilot.
SaaSWhat is SaaS, and when is it suitable for your business?
Learn what the SaaS model offers, which needs it suits and which data, permission, contract and exit terms to check before purchasing.
SaaSProject and resource management SaaS for agencies
A requirements matrix, a trial on a real client flow, capacity and external-user visibility and exit checks for choosing agency project and resource tools.
SaaSHow should a consulting firm choose a CRM?
Assess CRM options for consulting firms through the sales model, project handover, data quality and reporting, running the real flow in a trial account.
SaaSAn evaluation matrix for B2B sales tools
Compare B2B sales tools on the same workflow, integration, data access and total cost; set the weights before the demos.
SaaSHow do you calculate the total cost of SaaS?
Add set-up, data migration, integration, training and exit costs to the SaaS licence to calculate the real usage budget.
SaaSPlanning a SaaS integration and data migration
Plan the discovery, field mapping, rehearsal, reconciliation, cut-over, rollback and post-migration validation steps of a SaaS data migration.
SaaSHow can you narrow the scope of a SaaS MVP?
Narrow a SaaS MVP scope around one customer problem and one completable value flow, and validate it without postponing reliability basics.
SaaSKey decisions in multi-tenant SaaS architecture
A technical guide to tenant boundaries, data placement options, permissions versus subscription rights and customer isolation tests in multi-tenant SaaS.
SoftwareOff-the-shelf or custom software?
Compare off-the-shelf and custom software on process fit, total cost, integration and exit terms, and record the decision.
SoftwareShould you fix existing software or rebuild it?
Weigh fixing, partial renewal and rebuilding existing software by cost, business value and migration risk, and keep a record of the decision.
AI & AutomationAI or rule-based automation?
Separate exact-rule tasks from uncertain inputs; compare AI and rule-based automation on quality and total cost, and combine the two.
AI & AutomationChatbot, RAG or AI agent: what do you need?
Learn the difference between a chatbot, RAG and an AI agent, and choose the narrowest suitable approach for answering questions and taking actions.
SaaSShould you buy SaaS or build your own software?
Compare buying SaaS, building your own software and a hybrid approach on speed, control, flexibility and total cost; record the decision with an exit plan.
SaaSOne platform or integrated SaaS tools?
Compare a single platform with connected SaaS tools on process fit, data consistency, maintenance and migration load, including the hidden cost of integration.
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