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

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

How-to guide

How to Evaluate a Web Developer's Portfolio

A portfolio is evidence of capability, not a guarantee of future performance. For business owners commissioning web applications — CRM systems, customer portals…

Choosing a Web Development SupplierRead guide
How-to guide

How to Write a Software Brief

A software brief is the document you hand to a development team or supplier before any work begins. Its job is to explain what the business needs, why it needs …

Requirements and DiscoveryRead guide
How-to guide

How to Manage a Vendor Exit Without Business Disruption

Business disruption during a vendor exit usually comes from missed dependencies rather than the formal act of termination. The organisation may replace the main…

Vendor Exit and TransitionRead guide
How-to guide

How to Plan Data Archiving

Data archiving is the process of moving data that is no longer actively used out of the main operational system into a separate storage layer, where it can stil…

Data ManagementRead guide
How-to guide

How to Plan Document Retention and Disposal

Document retention and disposal is the process of deciding how long each type of record stays in your system and what happens to it when that period ends. In a …

Document ManagementRead guide
How-to guide

How to Scale a SaaS Application

Scaling a SaaS application means changing its infrastructure, architecture or operations so it can handle more users, more data or more transactions without a c…

SaaS Scaling and GrowthRead guide
How-to guide

How to Manage a Long-Term Support Relationship

A long-term support relationship for a web application is not simply an extended warranty. It is an ongoing operational arrangement where a supplier keeps your …

Web Application Support and MaintenanceRead guide
Decision guide

Fixed Scope vs Agile Budgeting

When a business commissions a web application, CRM system or internal tool, one of the earliest structural decisions is how the budget and scope will relate to …

Estimates and BudgetsRead guide
Practical guide

What Counts as a Legacy System?

The term "legacy system" is often used loosely to mean any software that feels outdated, but that interpretation misses the point. A legacy system is not define…

Understanding Legacy SystemsRead guide
How-to guide

How to Handle Cookie Consent in a Web Application

Cookies in a web application serve a different purpose from those on a marketing website. Rather than supporting advertising or basic analytics, application coo…

Compliance and RegulationRead guide
How-to guide

How to Secure a Customer Portal

A customer portal holds precisely the kind of data that attracts targeted attacks: personal details, invoices, contracts, order histories and, in some cases, pa…

Customer and Client PortalsRead guide
How-to guide

How to Design SaaS User Onboarding

User onboarding in a SaaS product is the process that takes someone from creating an account to reaching the point where they experience genuine value from the …

SaaS Onboarding and User ExperienceRead guide
Decision guide

Open-Source vs Proprietary Code in Business Applications

The distinction between open-source and proprietary code matters to your business because it affects what you can do with the software, what obligations sit aro…

Web Application Ownership and RightsRead guide
Explainer

Blue-Green Deployments Explained

A blue-green deployment is a way of releasing a new version of a web application without taking the current version offline. You keep two identical production e…

Environments and DeploymentRead guide
How-to guide

How to Onboard a New Team to a Legacy Codebase

Onboarding a new development team to a legacy codebase is fundamentally different from starting a greenfield project. In a new build, the team creates the struc…

Taking Over Legacy SystemsRead guide
How-to guide

How to Avoid Cloud Vendor Lock-In

Vendor lock-in is not a binary state you either have or avoid entirely. Every cloud relationship creates some dependency, whether through data formats, service …

Cloud Services and HostingRead guide
How-to guide

How to Gather Feedback After a System Launch

Gathering feedback after a system launch is not the same as running a customer satisfaction survey. When a business replaces a spreadsheet, introduces a custome…

Change Management for New SystemsRead guide
How-to guide

How to Track SaaS Product Usage

Tracking product usage means recording the actions people take inside your SaaS application so you can understand behaviour, identify problems and make informed…

SaaS Metrics and OperationsRead guide
Cost guide

How to Budget for Ongoing Web Application Support

Ongoing support for a web application is not a single line item. It covers several distinct responsibilities: keeping servers and dependencies up to date, respo…

Web Application CostsRead guide
Decision guide

Scrum vs Kanban for Software Projects

Scrum and Kanban are both ways of organising development work, but they operate on different principles. Understanding the distinction matters because the frame…

Development Methodologies ExplainedRead guide
How-to guide

How to Prioritise Legacy Modernisation Work

Most businesses running legacy systems cannot afford to replace everything at once. Prioritisation is the process of deciding which system, component or workflo…

Modernisation StrategiesRead guide
How-to guide

How to Recover from a Ransomware Attack

Ransomware targeting a business web application is fundamentally different from an attack on a desktop environment. When a CRM system, customer portal or intern…

Backups and Disaster RecoveryRead guide
How-to guide

How to Plan a CRM Data Migration

Data migration is the process of moving structured information from one CRM system to another. It is not a file copy. The source system stores data according to…

CRM SystemsRead guide
How-to guide

How to Test a SaaS MVP with Real Users

Testing a SaaS MVP with real users is not the same as quality assurance. QA checks whether the software works as specified. User testing checks whether the spec…

SaaS MVP PlanningRead guide