CMP-033 · Catalog planning brief
SaaS vs Custom Web Application
Separate a repeatable multi-customer software product from an application built for one organization, workflow, or controlled user population.
Planning-guide collection
SaaS planning guides
Focused planning guidance connected to the SaaS product model.
Every entry has a complete planning baseline. Deeper researched records can enrich individual pages without duplicating their shell, route, or shared components.
Available planning briefs
Use the guide that answers your current decision
Showing 33 of 33 planning briefs.
CMP-034 · Catalog planning brief
Multi-Tenant vs Single-Tenant Software
Compare customer isolation models through their product effects on onboarding, configuration, upgrades, support, enterprise requirements, operations, and first-release scope.
CMP-035 · Catalog planning brief
White-Label SaaS vs Bespoke Customer Application
Compare configurable branding and behavior on a shared product with genuinely custom workflows, integrations, ownership, releases, and support commitments.
SAAS-001 · Catalog planning brief
B2B SaaS MVP
Plan organizations, users, roles, onboarding, the core business workflow, shared data, invitations, plans, trials, billing, administration, support, security expectations, and first-release validation.
SAAS-002 · Catalog planning brief
Consumer and Prosumer SaaS Product
Cover individual accounts, personal workspaces, fast onboarding, freemium or trial access, upgrades, usage limits, sharing, privacy, mobile needs, support, retention, and self-service billing.
SAAS-003 · Catalog planning brief
Vertical SaaS Platform
Plan software around one industry's records, terminology, roles, workflows, rules, documents, integrations, reporting, onboarding, pricing, service model, and defensible domain depth.
SAAS-004 · Catalog planning brief
Horizontal SaaS Product
Scope a repeatable capability across industries, including flexible objects, roles, templates, configuration, integrations, onboarding, plans, usage, administration, and segment-specific adoption.
SAAS-005 · Catalog planning brief
Micro-SaaS Product
Define one narrow but complete recurring workflow, its ideal customer, activation moment, essential records, automation, integrations, pricing, support burden, retention signal, and manageable operations.
SAAS-006 · Catalog planning brief
Multi-Tenant SaaS Platform
Cover tenants, users, isolation, roles, invitations, configuration, shared releases, data boundaries, quotas, billing, administration, observability, support access, export, and tenant lifecycle.
SAAS-007 · Catalog planning brief
Single-Tenant Enterprise SaaS
Plan dedicated customer environments, provisioning, identity, configuration, release channels, integrations, data residency, backups, monitoring, support, upgrades, contracts as references, and operational cost.
SAAS-008 · Catalog planning brief
White-Label SaaS Platform
Scope customer brands, domains, themes, emails, content, configuration, feature entitlements, tenant administration, reseller roles, provisioning, billing responsibility, upgrades, support, and brand-safe defaults.
SAAS-009 · Catalog planning brief
Freemium SaaS Product
Plan free and paid value boundaries, accounts, usage limits, collaboration, upgrade triggers, entitlements, trials where relevant, conversion paths, abuse controls, downgrade behavior, retention, and unit economics inputs.
SAAS-010 · Catalog planning brief
Usage-Based SaaS Product
Cover metered events, units, aggregation, real-time visibility, limits, credits, pricing tiers, estimates, invoices as integrations, alerts, disputes, adjustments, abuse, and cost-to-serve controls.
SAAS-011 · Catalog planning brief
Per-Seat SaaS Product
Scope organizations, members, seats, invitations, roles, active and inactive users, seat assignment, plan changes, proration expectations, billing-admin controls, access after removal, and adoption reporting.
SAAS-012 · Catalog planning brief
Tiered-Plan SaaS Product
Plan editions, features, limits, add-ons, entitlements, trials, upgrades, downgrades, grandfathering, plan comparison, admin visibility, billing handoff, and product-led packaging experiments.
SAAS-013 · Catalog planning brief
Free-Trial SaaS Product
Cover eligibility, trial start, sample data, activation checklist, time or usage limits, invitations, reminders, conversion, extension rules, expiration, data retention, reactivation, sales handoff, and measurement.
SAAS-014 · Catalog planning brief
Self-Service SaaS Platform
Plan discovery-to-signup, account and workspace creation, guided setup, in-product education, plans, checkout, billing self-service, help, recovery, upgrades, cancellation, export, and automated lifecycle communication.
SAAS-015 · Catalog planning brief
Sales-Assisted Enterprise SaaS
Scope leads and opportunities as CRM handoffs, demos, trials or pilots, organizations, procurement, identity, security review, contracts as references, provisioning, onboarding, success, renewals, and expansion.
SAAS-016 · Catalog planning brief
API-First SaaS Platform
Cover developers, organizations, projects, credentials, environments, endpoints, quotas, usage, logs, webhooks, documentation, examples, plans, billing, keys, security, support, and version lifecycle.
SAAS-017 · Catalog planning brief
Integration-Heavy SaaS Product
Plan connections, authentication, mappings, triggers, actions, schedules, sync state, retries, conflicts, logs, alerts, permissions, connector versions, usage, support, and partner ownership.
SAAS-018 · Catalog planning brief
Workflow Automation SaaS
Scope workspaces, workflow definitions, forms, rules, steps, assignments, approvals, timers, integrations, runs, exceptions, audit trails, templates, usage, administration, and reporting.
SAAS-019 · Catalog planning brief
Analytics and Reporting SaaS
Cover data sources, ingestion, models, metrics, dashboards, reports, filters, schedules, alerts, sharing, permissions, exports, freshness, data quality, usage, and customer administration.
SAAS-020 · Catalog planning brief
Compliance Workflow SaaS
Plan frameworks or obligations, controls, evidence, owners, tasks, reviews, exceptions, risks, approvals, attestations, reminders, reports, audit history, tenant isolation, and configurable policies.
SAAS-021 · Catalog planning brief
Client Portal SaaS
Scope provider organizations, client accounts, users, projects or cases, requests, messages, files, tasks, approvals, status, forms, branding, plans, permissions, and provider administration.
SAAS-022 · Catalog planning brief
Scheduling SaaS
Plan service businesses or teams, staff, resources, availability, services, locations, booking rules, reminders, payments, changes, calendars, customer accounts, plans, and tenant configuration.
SAAS-023 · Catalog planning brief
CRM SaaS Product
Cover tenant organizations, contacts, accounts, pipelines, activities, tasks, permissions, custom fields, imports, integrations, automation, reporting, plans, onboarding, and administration.
SAAS-024 · Catalog planning brief
Project Management SaaS Product
Scope tenant organizations, projects, tasks, views, dependencies, teams, guests, templates, files, approvals, notifications, integrations, reporting, plans, usage, and administration.
SAAS-025 · Catalog planning brief
Learning SaaS Platform
Plan customer organizations, learners, instructors, catalogs, content, paths, assessments, progress, credentials, branding, integrations, plans, seats, reporting, and tenant administration.
SAAS-026 · Catalog planning brief
Community SaaS Platform
Cover tenant communities, spaces, roles, profiles, discussions, moderation, events, notifications, branding, access tiers, analytics, plans, onboarding, and community-manager administration.
SAAS-027 · Catalog planning brief
Multi-Product SaaS Suite
Scope products, shared identity, organizations, roles, plans, bundles, entitlements, navigation, cross-product data, administration, billing, trials, upgrades, support, analytics, and migration between editions.
SAAS-028 · Catalog planning brief
Reseller and Partner-Delivered SaaS
Plan vendors, partners, customer accounts, deal registration, provisioning, licenses, branding, pricing responsibility, billing handoff, support tiers, training, renewals, reporting, and partner administration.
SAAS-029 · Catalog planning brief
Franchise and Multi-Location SaaS
Cover parent organizations, brands, locations, franchisees or managers, shared standards, local configuration, users, permissions, benchmarks, plans, billing responsibility, onboarding, and support.
SAAS-030 · Catalog planning brief
SaaS Tenant, Billing, and Platform Administration
Plan the operator side of customers, tenants, users, plans, entitlements, subscriptions, invoices as integrations, credits, provisioning, feature controls, support access, usage, incidents, exports, and offboarding.