Business software knowledge base

Practical guides for better software decisions

Explore web applications, SaaS, internal systems, integrations, legacy software and project delivery through the full business lifecycle.

Published guidance

All practical guides

47 published articles. Future materials remain available only through the protected preview until their scheduled date.

Practical guide

Software Support SLA: What a Business Should Ask For

A software support Service Level Agreement is the part of a contract that sets out what happens after a system goes live. It defines how quickly a supplier will…

Contracts and LegalRead guide
How-to guide

How to Plan Error Handling and Operational Alerts

Every business application encounters failures: an integration times out, a payment is rejected, a file cannot be processed or a scheduled job stops halfway thr…

Planning a Web ApplicationRead guide
How-to guide

How to Exit a Software Vendor Without Losing Control

A safe vendor exit preserves the organisation's ability to operate while control moves from the outgoing arrangement to the target one. The work should begin be…

Vendor Exit and TransitionRead guide
How-to guide

How to Measure ROI of Internal Business Software

Internal business software does not generate revenue directly, which makes its return on investment harder to pin down than a customer-facing product. The "retu…

Measuring Business System ValueRead guide
Risk guide

How to Prepare a System for a Security Review

A security review is a structured examination of a system's defences, carried out at a specific point in time by someone outside the day-to-day development or o…

SecurityRead guide
How-to guide

How to Plan Role-Based Access Control

Role-based access control, commonly referred to as RBAC, assigns system permissions to roles rather than to individual people. A user gains access by being plac…

User Roles and Access ControlRead guide
How-to guide

How to Create a Data Retention Policy for a Web App

A data retention policy for a web application is a documented set of rules that states how long different categories of data are kept, why they are kept, and wh…

Data ManagementRead guide
How-to guide

How to Plan Single Sign-On for a Business App

Single sign-on (SSO) means your application stops asking users for a username and password and instead accepts a trusted assertion from an identity provider (Id…

Single Sign-On and IdentityRead guide
Decision guide

Build vs Buy Business Software

The question of whether to build or buy business software is not a simple choice between two products. It is a decision about how closely the resulting system w…

Understanding Business SystemsRead guide
How-to guide

How to Create a Software Roadmap

A software roadmap sets out what a product will deliver, why those choices matter, and roughly when. It is not a project plan. A project plan lists tasks, assig…

SaaS Scaling and GrowthRead guide
Cost guide

How to Budget for Product Discovery

Product discovery is the work that happens before a single line of production code is written. Its purpose is to reduce the risk of building the wrong thing, or…

SaaS MVP PlanningRead guide
Practical guide

When to Add Mobile Apps

For most internal business systems, customer portals and SaaS products, a web application remains the correct starting point. Mobile apps introduce separate bui…

Mobile and Cross-PlatformRead guide
How-to guide

How to Monitor a Web Application

Monitoring a web application means establishing a set of automated checks and records that tell you whether the system is working, how it is performing, and whe…

Monitoring and ObservabilityRead guide
How-to guide

How to Plan Backups and Recovery

Planning backups and recovery for a web application is not the same as switching on an automated backup feature and assuming the job is done. The planning proce…

Backups and Disaster RecoveryRead guide
How-to guide

How to Estimate Integration Work

Integration work means making two separate systems share data or trigger actions in each other. On the surface that sounds straightforward: system A sends custo…

APIs and Data ExchangeRead guide
How-to guide

How to Write Acceptance Criteria

Acceptance criteria define the conditions a software deliverable must meet before the business can accept it. They turn a requirement from a general intention i…

Testing and Quality AssuranceRead guide
Explainer

What Is User Acceptance Testing?

User acceptance testing, usually shortened to UAT, is the point at which authorised business users verify that a system supports the agreed processes and outcom…

Testing and Quality AssuranceRead guide
How-to guide

How to Test Business Software

Testing business software means verifying that the system does what your operations require, handles errors gracefully, and protects your data. Unlike consumer-…

Testing and Quality AssuranceRead guide
How-to guide

How to Plan Notifications and Alerts

Notifications are part of a business process, not a decorative feature. They tell a person that something has changed, that a decision is needed or that a deadl…

Planning a Web ApplicationRead guide
How-to guide

How to Design an Admin Panel

An admin panel is the interface your team uses to run the system behind the scenes: managing records, configuring settings, overseeing users and handling except…

Admin Panels and Internal ToolsRead guide
Explainer

What Is Vendor Lock-In?

Vendor lock-in occurs when a business becomes so dependent on a supplier's product, platform or service that moving to an alternative becomes disproportionately…

Cloud Services and HostingRead guide
How-to guide

How to Choose a Cloud Provider

A cloud provider supplies the infrastructure your web application runs on: servers, storage, databases, networking and often higher-level managed services such …

Cloud Services and HostingRead guide
How-to guide

How to Plan Data Migration

Data migration is the process of moving structured information from one system to another. In the context of business web applications, this usually means trans…

Data ManagementRead guide
Practical guide

Document Management System Guide

A document management system (DMS) is software that provides a structured way to store, organise, track and control access to business documents. Unlike a share…

Document ManagementRead guide