Strategic Guide

Platform thinking for teams outgrowing stitched-together tools.

Use this framework to decide when your current SaaS stack is still serving you, and when a custom platform will reduce risk, cut operational friction, and improve delivery speed.

Signal 1

Process drift

Teams maintain workarounds because your tools cannot model the way your operations actually run.

Signal 2

Data friction

Reporting depends on exports and spreadsheets because key systems do not share reliable data in real time.

Signal 3

Delivery drag

Every new requirement triggers procurement, extra subscriptions, and integration work that introduces fresh failure points.

Where SaaS still makes sense

Keep SaaS when workflows are simple, requirements are stable, and differentiation in that area is low. Fast implementation and low upfront cost are valid advantages when the tooling still matches your operating model.

Good SaaS fit

  • Standardised process with little custom logic.
  • Low operational risk if the tool is temporarily unavailable.
  • Minimal integration dependencies.

Poor SaaS fit

  • Core revenue workflows spread across multiple products.
  • Frequent manual reconciliation between systems.
  • Business rules that cannot be implemented cleanly in vendor tools.

How to evaluate platform ROI

Do not compare only licence fees. Include hidden operating costs and the commercial impact of slow execution.

  • Admin hours spent on manual handoffs and data cleanup.
  • Revenue leakage from broken workflows or delayed launches.
  • Risk exposure from brittle integration points.
  • Engineering time consumed by patching around vendor limitations.

How to de-risk migration

Platform change should be incremental, observable, and reversible at each stage.

  1. Map critical workflows and define failure tolerance.
  2. Replace one high-friction workflow first.
  3. Run old and new flows in parallel where possible.
  4. Introduce monitoring before full cutover.

Related capabilities

If this reflects your current stage, these pages show how we execute the work in production environments.