Insights

Ideas to build and operate better.

Guides, analysis and lessons on product, artificial intelligence, growth, communications and cloud.

Editorial themes

Software and SaaS development

Digital products that solve, scale and evolve.

AI, automation and data

AI systems for real-world processes.

Marketing, ecommerce and marketplaces

Demand, catalogue, partners and conversion.

Communications and customer care

Every conversation in the right channel.

Cloud, infrastructure and operations

Available, observable and ready services.

results

31 results

Technology leaders reviewing an administrative transfer workflow for a SaaS organization

Desarrollo de software y SaaS6 min

Changing the Administrator of a B2B SaaS Account: How to Transfer Control Without Losing Continuity

A secure transfer separates organizational ownership from individual permissions, verifies the incoming administrator, and plans for disputes, mistakes, and orphaned accounts.

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Diagram of an automation combining rules to validate data with artificial intelligence to interpret ambiguous information

Inteligencia artificial, automatización y datos6 min

Rules or Artificial Intelligence: How to Choose the Right Method for Each Step of an Automation

Learn which tasks are best handled by rules, which may benefit from AI, and when to combine them based on data clarity, the cost of errors, and exception handling.

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Team reviewing critical workflows, risks, and validation criteria before releasing a software change

Desarrollo de software y SaaS6 min

How to Prioritize Software Testing Based on Process Risk

Prioritize testing based on a failure’s impact, likelihood, and detectability. This practical framework helps validate changes without slowing releases or leaving critical risks uncovered.

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Digital product interface with options to undo, restore, or correct an action

Estrategia y evolución de producto digital7 min

How to Choose Which Actions Users Should Be Able to Undo in an Application

A practical framework for deciding when to let users undo, restore, or correct actions based on their impact, recovery costs, and effects on connected systems.

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A manual review queue interface showing cases, statuses, owners, and resolution actions.

Operación, observabilidad y mejora continua7 min

How to Design a Manual Review Queue for Automations

A manual review queue turns automation exceptions into understandable, assignable, traceable cases, with clear actions and defined criteria for resolution.

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Operations team reviewing a dashboard that shows data update time and freshness status

Inteligencia artificial, automatización y datos7 min

Outdated Business Data: How to Decide When a Figure Is No Longer Reliable

Define data freshness according to the decisions it supports. Set acceptable delays, make lag visible, and decide what to do when information becomes outdated.

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Customer profiles from multiple systems being compared before a decision to merge them or send them for review.

Inteligencia artificial, automatización y datos6 min

Duplicate Customers Across Systems: When to Merge Records and When to Request a Review

Set rules for detecting duplicate customers, deciding which records to merge, and protecting useful data through confidence levels, human review, and traceability.

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Team reviewing an exit plan for a SaaS solution, including data, dependencies, and integrations

Estrategia y evolución de producto digital6 min

How to Evaluate the Portability of a SaaS Solution Before You Buy

Learn how to assess whether you can replace a SaaS solution without losing data or disrupting workflows by reviewing exports, dependencies, exit tests, and responsibilities.

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Comparison of data isolation models for SaaS customers: a shared database, separate schemas, and dedicated databases.

Desarrollo de software y SaaS6 min

Shared or Separate Database per Customer: How to Choose Data Isolation for a SaaS

Compare shared databases, separate schemas, and dedicated databases to choose the data isolation model that fits your SaaS risks, customers, and team.

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