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How to Create and Organize a Product Backlog and Turn Your Roadmap into a Product in an Agile Way

How to Create and Organize a Product Backlog and Turn Your Roadmap into a Product in an Agile Way

Auteur n°4 – Mariami

In an environment where the demand for rapid, reliable delivery converges with increasingly complex IT projects, the Product Backlog becomes far more than a simple list of features: it is the true engine of agile delivery. A living, structured roadmap in backlog form facilitates the prioritization of business needs, guides development, and enables the anticipation of technical dependencies. For the IT departments of large enterprises and digital transformation teams, mastering this lever is essential to deliver value each sprint while staying agile amid shifting priorities.

Structuring an agile backlog lays the foundation for continuous, controlled delivery

A well-structured backlog translates the product roadmap into clear, prioritized operational initiatives. It guarantees traceability of business objectives and transparency for all stakeholders.

Define the scope and level of granularity

Each backlog item must deliver a measurable value for the organization—whether it addresses a user need, a technical improvement, or a regulatory requirement. Items should be granular enough to be delivered within a single sprint, yet broad enough to preserve the strategic vision of the roadmap. Too coarse a breakdown invites uncertainty around actual effort, while excessive fragmentation burdens management and complicates prioritization.

The Product Owner works closely with business stakeholders to identify priority objectives. This collaboration ensures that every User Story or epic carries a clearly documented business rationale, minimizing unnecessary back-and-forth during development. Consequently, the chosen level of granularity also simplifies estimation and progress tracking.

In practice, it’s common to structure the backlog across three levels: epics to group large functional blocks, features to define the scope of a sprint, and detailed User Stories to guide technical teams. When understood and adhered to by all, this hierarchy becomes the red thread of agile planning.

A telling example comes from a Swiss watchmaking company. Faced with a dense roadmap, its IT team first defined epics focused on automating production processes, then broke each epic down into features and User Stories. This structured approach reduced backlog-grooming clarification tickets by 25%.

Link the product roadmap to the operational backlog

A roadmap conveys the medium- to long-term vision, while the backlog details the immediate actions needed to realize that vision. Formalizing the connection between these two levels is crucial: without it, delivery may derail from strategic objectives. Roadmap milestones and key dates feed backlog items for prioritization.

During planning ceremonies, the Product Owner presents the strategic elements derived from the roadmap to guide the selection of User Stories for delivery. This synchronization helps sprint teams maintain coherence between short-term tasks and the project’s overarching trajectory. It also secures decision-making when resources conflict or deadlines tighten.

The linkage is often implemented through dedicated fields in the backlog management tool, enhancing reporting and traceability. Each item then records its originating roadmap, its priority level, and its expected impact. This discipline prevents teams from focusing on peripheral tasks disconnected from business goals.

A banking group project illustrates this best practice: the roadmap defined quarterly milestones for adding online service modules, and each quarter was broken into sprints aligned with the expected deliverables. The result: a 95% compliance rate of releases against strategic objectives.

Ensure transparency and shared understanding

For the backlog to serve as a unifying tool, all participants—business stakeholders, Product Owner, Scrum Master, and development teams—must embrace its prioritization and operation. Regular reviews verify the understanding of User Stories and allow content adjustments before a sprint begins. This alignment phase reduces the risk of misunderstandings and rework at sprint’s end.

Detailed descriptions paired with clear acceptance criteria also streamline onboarding of new team members or external contractors. Backlog items become self-explanatory: each one documents its context, objectives, and required tests.

Transparency is further supported by a shared, accessible backlog tool—Jira, Azure DevOps, or equivalent. Collaborative enrichment of items strengthens ownership and encourages early feedback. Hybrid working groups, blending internal and external expertise, benefit particularly.

By breaking down silos and fostering a culture of clarity, the organization gains in agility and responsiveness—critical factors in large-scale digital transformation projects.

Build your backlog: formats, typologies, and prioritization

The quality of a backlog is measured by the relevance of its item formats and the coherence of its prioritization. A well-designed backlog streamlines decision-making and accelerates business objectives.

Select the right item formats

Choosing the appropriate format—User Story, Bug, Technical Story, Epic—should reflect the nature of the task and its role in delivered value. User Stories, centered on the end user, are ideal for functional requirements. Technical stories document infrastructure work or refactoring without diluting the business vision.

Standardized criteria ensure consistent descriptions: as a [role], I want [goal] so that [benefit]. Adhering to this template simplifies estimation and validation. Adding concise, measurable acceptance criteria prevents ambiguity.

In hybrid environments, enablers can prepare technical prerequisites (prototypes, spikes, proofs of concept). Each format must be clearly identified and classified to avoid confusion during backlog grooming.

A Swiss subsidiary of a mid-sized industrial group applied these formats when overhauling its customer portal. A strict division into nine business epics and forty user stories established a reliable plan, reducing clarification time in planning poker by 30%.

Categorize and slice to optimize readability

An overly long, poorly structured backlog is incomprehensible. Organizing items into swimlanes or releases groups them by functional area or deadline, improving readability and guiding prioritization meetings.

Vertical slicing (complete features) is recommended to limit dependencies and ensure immediately valuable deliveries. Each slice yields a testable, deployable functional increment, boosting team motivation and stakeholder confidence.

Cross-cutting features—security, accessibility, performance—belong in a parallel backlog overseen by the Product Owner in coordination with the technical architect. This governance ensures non-functional requirements are met without losing sight of business value.

A financial services group in French-speaking Switzerland tested this approach: dedicated swimlanes for compliance and performance prevented these critical topics from competing directly with business enhancements, while ensuring rigorous tracking.

Prioritize your backlog rigorously using clear criteria

Prioritization rests on shared criteria: business impact, estimated effort, technical risk, and strategic alignment. Methods like RICE (Reach, Impact, Confidence, Effort) or WSJF (Weighted Shortest Job First) provide frameworks to score and order items by relative value.

Quantitative scoring makes trade-offs more objective and reduces endless debates during sprint planning. A composite indicator derived from weighted criteria guides the selection of items for each sprint backlog.

Applying these methods requires upfront work: data collection, cost assessment, and estimation of potential return on investment. A seasoned Product Owner facilitates scoring workshops to ensure prioritization remains factual and unbiased.

A Swiss industrial machinery manufacturer introduced a monthly RICE prioritization workshop. The outcome: a six-month roadmap was adjusted three times faster, with enhanced visibility on business feedback and a 20% reduction in time-to-market.

Implement a modular, evolutive backlog

Large projects demand a modular backlog. Introducing reusable components, decomposable epics, and User Story templates ensures uniformity and speeds up the formalization of new needs. This modularity also reduces backlog maintenance effort.

An evolutive backlog integrates retrospective feedback and roadmap changes. Regular adjustments prevent item obsolescence and avoid the accumulation of stale elements that can weigh down management.

Modularity also involves managing sub-backlogs: product backlog, sprint backlog, and technical backlog. Each addresses a specific level of granularity and facilitates coordination among the PO, Scrum Master, and development teams.

In a project for a Swiss retail multinational, custom backlog templates for each business and technical domain cut sprint preparation time by 40% while maintaining cross-domain consistency.

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Organize backlog grooming and keep the priority list alive

Backlog grooming is a key ritual for maintaining item quality, relevance, and clarity. A living backlog continuously adapts to new needs and field feedback.

Schedule regular, focused sessions

Backlog grooming sessions are ideally held weekly or bi-weekly, depending on sprint cadence. They bring together the Product Owner, Scrum Master, and, as needed, business or technical experts. The goal is to review upcoming items, refine descriptions, clarify doubts, and estimate effort.

Each session should follow a clear agenda: reaffirm priorities, refine acceptance criteria, and split overly large User Stories. This preparation prevents teams from entering a sprint with an unclear backlog.

Discipline and regularity ensure a backlog ready for sprint planning. Tickets are validated, estimated, and sequenced, making meetings more operational and productive.

On a project for a Swiss digital services company, introducing a 90-minute grooming meeting every Wednesday morning halved the number of open points at sprint start, streamlining planning poker.

Engage stakeholders and enrich the definition

To deepen functional understanding, it’s useful to involve business representatives, architects, and security experts on occasion. Their insights help adjust constraints, identify dependencies, and assess risks.

This collaborative process strengthens backlog ownership: each stakeholder sees their needs addressed and contributes to item quality. It also improves anticipation of bottlenecks or technical hurdles.

Co-constructing acceptance criteria and test scenarios reduces back-and-forth between teams and limits surprises during implementation.

A telecommunications company lowered its sprint rework rate from 18% to under 5% by systematically involving a security expert in grooming for all sensitive items.

Use backlog tools as efficiency levers

Platforms like Jira offer advanced features: dynamic filters, custom fields, temporary or permanent epics. Custom configuration simplifies navigation and item updates. Configurable workflows ensure adherence to definition, validation, and delivery steps.

Integrating plugins for dependency mapping or metric tracking (Lead Time, Cycle Time) enhances visibility into the workflow. Shared dashboards communicate key indicators to stakeholders.

Implementing automations—conditional transitions, notifications, report generation—frees time to focus on qualitative backlog analysis rather than repetitive tasks.

In a complex integration context, a Swiss industrial firm deployed a Kanban board linked to Jira gadgets to visualize inter-team dependencies. The tool reduced blockers by 30% and accelerated item flow.

Feed the backlog with continuous feedback

The backlog isn’t limited to planned evolutions: it also incorporates user feedback, production incidents, and emerging regulatory needs. Support and maintenance processes should trigger automatic or semi-automatic ticket creation for prioritization.

A feedback loop between support, DevOps, and the Product Owner ensures that anomalies or improvement suggestions flow directly into the backlog. This responsiveness helps maintain end-user satisfaction and prevents technical debt accumulation.

A unified backlog, where all incoming streams converge, provides a holistic view of ongoing work. It also facilitates global trade-offs during IT steering committees.

One financial institution reduced critical incident resolution time by 40% by automating ticket creation and prioritization from support directly into the sprint backlog.

Adapt your backlog to the complexity of large-scale projects

Large-scale projects require a multi-level backlog and strong governance. Implementing KPIs and cross-functional reviews guarantees coherent, aligned execution.

Structure multiple backlog levels

To manage a program or project portfolio at scale, it’s common to distinguish the portfolio backlog, the product backlog, and the sprint backlog. Each level addresses a different time horizon and stakeholder group, from steering committees to ground teams.

The portfolio backlog aggregates major business initiatives and flagship projects, while the product backlog details the needs of a digital product or service. The sprint backlog then focuses on the granularity required for a sprint.

This segmentation limits cognitive overload for teams and allows prioritization based on strategic impact while retaining the ability to iterate quickly on critical features.

In a Swiss digital consortium, this three-level organization enabled efficient synchronization of ten agile teams working on interconnected microservices, while providing unified visibility to management.

Establish cross-functional governance

Governance of a large-scale project backlog relies on a backlog committee composed of IT directors, business leads, architects, and Product Owners. Its role is to validate priorities, resolve conflicts, and ensure adherence to agile principles.

Quarterly reviews assess progress via indicators and adjust the roadmap in response to new constraints or opportunities. This periodic re-evaluation prevents the backlog from becoming obsolete amid rapid context changes.

Inter-team collaboration is facilitated by regular synchronization ceremonies (Scrum of Scrums) where dependencies and blockers are discussed and resolved.

At a Swiss para-public organization, setting up a multidisciplinary backlog committee smoothed decision-making and cut the time between functional request and development kick-off by 15%.

Track and analyze performance KPIs

Backlog performance is measured by KPIs such as lead time, cycle time, throughput, or percentage of items delivered versus planned. These metrics shed light on process efficiency and highlight areas for improvement.

Continuous monitoring of these indicators, integrated into the agile dashboard, guides capacity adjustments, resource allocation, and workflow optimization.

Trend analysis over multiple sprints reveals load variations, bottlenecks, and delivery chain anomalies. It enables data-driven decisions to maintain a sustainable delivery pace.

An investment bank deployed a custom dashboard combining lead time and sprint completion rates. With these insights, it rebalanced teams between product and technical backlogs, improving delivery by 20% in three months.

Anticipate backlog debt and dependencies

A poorly managed backlog can accumulate “backlog debt”: aging items, hidden dependencies, deferred continuous improvement. To prevent this, schedule periodic obsolescence reviews and item refinement sessions.

Technical or functional dependencies, identified during planning, should be explicitly recorded in each item. Dedicated fields in the backlog tool allow quick visualization of links and informed trade-offs.

Continual refactoring practices and periodic cleanup of old User Stories limit obsolete elements. They ensure a dynamic backlog aligned with strategy while preserving delivery smoothness.

By maintaining a “healthy” backlog, organizations ensure no priority item is forgotten and that each sprint delivers perceptible value, even in complex, multi-team projects.

Activate your roadmap with an optimized agile backlog

A structured, prioritized, and continuously updated backlog is the beating heart of an agile organization. By aligning the business roadmap with a clear, hierarchical list of items, you simplify decision-making, reduce bottlenecks, and boost responsiveness. Grooming rituals, RICE or WSJF scoring methods, and KPI implementation enable precise progress tracking and permanent adaptation to market changes.

Whatever the size or complexity of your projects, Edana’s experts are here to help you structure your backlog, establish appropriate governance, and deploy agile best practices. They support your teams in transforming your roadmap into a high-performance, sustainable delivery engine.

Discuss your challenges with an Edana expert

PUBLISHED BY

Mariami Minadze

Mariami is an expert in digital strategy and project management. She audits the digital presences of companies and organizations of all sizes and in all sectors, and orchestrates strategies and plans that generate value for our customers. Highlighting and piloting solutions tailored to your objectives for measurable results and maximum ROI is her specialty.

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Digital Consultancy & Business (EN) Featured-Post-Transformation-EN

Cross-Functional Teams in Product Development: Definition, Principles, and Examples

Cross-Functional Teams in Product Development: Definition, Principles, and Examples

Auteur n°4 – Mariami

In a context where innovation must go hand in hand with responsiveness, cross-functional teams emerge as a powerful lever to accelerate product development. By combining diverse skills—technical, design, business, and quality—they facilitate rapid, data-driven decision making. For companies and organizations, establishing these teams allows for effective responses to complex challenges while strengthening collaboration and employee engagement.

Definition and Distinction Between Functional and Cross-Functional Teams

A functional team brings together homogeneous profiles, whereas a cross-functional team unites complementary skills. The latter aims at a common objective and reduces silo-related inefficiencies by promoting cross-cutting collaboration.

The Traditional Model of Functional Teams

In a classic functional organization, each department groups specialists in the same domain: developers within IT, designers in the creative department, or testers in a dedicated QA unit. This structure facilitates skill development within a specific field, but often creates bottlenecks and waiting times when transferring information between teams.

Coordination between departments generally relies on formal processes: interdepartmental meetings, sequential approvals, executive committees. Each approval level adds a step, slowing down the delivery cadence. Siloed structures can also limit the overall understanding of the product, as each team remains focused on its phase or discipline.

When rapid adjustments are required, these teams tend to lose agility. Change requests are escalated through hierarchical chains, creating an additional delay before decisions are made and implemented.

The Fundamentals of a Cross-Functional Team

A cross-functional team is made up of members with varied expertise—development, UX/UI, QA, product management, marketing, business analysis—mobilized around a specific objective. Each skill is involved from the project’s outset, ensuring a comprehensive vision of the solution.

Interactions occur directly between the relevant profiles, without going through intermediary managers. This proximity reduces the risk of misunderstandings and allows for rapid hypothesis testing, priority adjustments, and real-time validation of technical or functional choices.

Team autonomy is reflected in the shared responsibility for delivering quality product increments ready for deployment. The team adopts a backlog and clear acceptance criteria aligned with business objectives and performance indicators.

Functional vs. Cross-Functional: Comparing the Two Approaches

The main difference lies in the fluidity of exchanges. In a functional team, each change often involves a transfer and clarification phase of requirements. In contrast, cross-functional teams communicate continuously: a developer and UX designer can discuss a prototype from day one, while QA proposes test scenarios before the feature is even coded.

From an organizational standpoint, functional silos require strong coordination from senior management to align priorities. Cross-functional teams, on the other hand, manage their own schedules within an agile framework, with short ceremonies (daily stand-ups, sprint reviews) that maintain cohesion and visibility.

Finally, in terms of performance, cross-functional organizations demonstrate reduced time-to-market and better handling of unforeseen events. They have all necessary skills to quickly resolve an issue without waiting for another department to start.

Example of a Company That Restructured Its Teams from a Functional to a Cross-Functional Model

An industrial services company based in Geneva restructured one of its mobile platform development teams. Initially organized by discipline (development, design, QA), the team experienced average iteration lead times of 15 days.

By moving to a cross-functional model—composed of a product manager, two developers, a QA engineer, and a UX/UI designer—they reduced their delivery cycle to 7 days and improved customer satisfaction by 20%.

Integrating Cross-Functional Teams into Agile Methodologies

Cross-functional teams are at the heart of Agile methods, notably Scrum, Kanban, and XP. They embody the iterative and collaborative philosophy of these approaches, aligning skills with business objectives.

The Role of Squads in Scrum

In Scrum, each sprint is built around a backlog prioritized by the Product Owner. The cross-functional team, called a squad, must be capable of delivering a potentially shippable product increment by the end of each iteration. All roles—dev, QA, UX, PO—work in parallel to refine, build, and test the user stories.

Scrum ceremonies (daily stand-up, sprint planning, review, and retrospective) ensure that every member understands the overall progress and any obstacles. Decisions are made directly by the squad, reinforcing autonomy and responsiveness.

This approach significantly shortens feedback loops: a bug detected by the QA can be fixed immediately by the developer without going through endless ticketing.

Continuous Flow and Visualization with Kanban

Kanban relies on visualizing the workflow. In a cross-functional team, the Kanban board consolidates all tasks, from ideation to production. The different columns (To Do, In Progress, Review, Done) allow instant detection of bottlenecks.

Each member selects the next task based on their expertise and available capacity. The limited Work In Progress (WIP) encourages cross-functional collaboration: if a developer has completed their tickets and the designer is blocked, they can step in to run tests or document the backlog.

Kanban thus fosters continuous improvement through small, incremental adjustments without major structural upheaval.

XP and Quality through Collaboration

Extreme Programming (XP) emphasizes code quality and simplicity. In a cross-functional team, pair programming and continuous integration become second nature: developers and QA work together to write automated tests before coding the feature.

Regular code reviews and frequent refactoring ensure clean, maintainable code. The UX expertise can be applied from the earliest iterations by validating low-fidelity prototypes with end users.

This synergy reduces regression risks and ensures platform stability, even as it evolves rapidly.

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Key Principles for Building an Effective Cross-Functional Team

For a cross-functional team to become high-performing, it must share clear objectives and constant feedback. The diversity of expertise is effective only when supported by a culture of autonomy and data-driven decision making.

Shared Objectives and Strategic Alignment

The first principle is to define a shared, measurable goal aligned with the company’s strategy. The Product Manager formalizes key performance indicators (KPIs)—time-to-market, conversion rate, user satisfaction—accessible to everyone.

Each member understands how their work impacts these KPIs. The developer knows their task goes beyond writing code to generating value. The designer focuses on optimizing the user experience, and QA on commercial reliability.

A centralized backlog enables daily tracking of these objectives. Sprints are broken down into user stories prioritized by business value rather than a single discipline’s needs.

Open Feedback and Continuous Improvement

Transparency is essential: each sprint concludes with a review where all deliverables are presented, tested, and challenged. Feedback comes not only from the PO but also from peers and potentially end users.

The retrospective, meanwhile, highlights areas for improvement. Obstacles encountered—lack of documentation, lengthy decision-making, technical challenges—are treated as user stories to be added to the backlog immediately.

This permanent feedback loop strengthens team cohesion and enables rapid correction of dysfunctions.

Diverse Expertise and Complementarity for Building an Effective Cross-Functional Team

Profile selection is crucial. Beyond technical skills, each member must bring business or functional insight. The business analyst ensures requirements consistency, marketing refines messaging, and QA anticipates critical usage scenarios.

Complementarity also means sharing responsibilities: a developer can set up a CI/CD pipeline, and a designer can help write application performance criteria.

This horizontal collaboration fosters product ownership and prevents knowledge silos.

Flexibility and Contextual Adaptation for Sustainable Organization

Cross-functional teams are not static. They evolve according to project needs: a security expert may join the squad for a compliance phase, a data analyst to optimize an algorithm.

This modularity is supported by lightweight governance: a Scrum Master or Agile coach facilitates exchanges without imposing rigid processes. Ceremonies are adapted to team size and project progress.

The ability to adjust squad composition enhances its capacity to handle workload and tackle technical or regulatory challenges.

Data-Driven Decisions and Transparency

Choices are based on objective metrics: conversion rate, response time, test coverage, user feedback. Dashboards accessible at all times promote alignment and accountability.

A data-driven culture requires appropriate tools: unified ticket tracking in the backlog, integrated analytics, A/B testing. Every prioritization decision is supported by data, not intuition.

This rigor ensures optimal resource allocation and continuous product optimization.

Example of a Swiss Industrial Company That Successfully Formed a Cross-Functional Team

A multinational industrial player based in Geneva formed a cross-functional team for its new customer portal. Composed of a product manager, three developers, a UX designer, a QA engineer, and a business analyst, the squad reduced critical tickets after production by 60%. The feature set was delivered in three months, half the initially planned six months.

When to Favor Cross-Functional Teams

Cross-functional teams are particularly suited to complex projects, multi-domain requirement gathering, and integrated budget management. They provide flexibility and responsiveness in a fast-evolving market.

Complex Projects and High Uncertainties

When the project scope is not fully defined or evolves continuously, having diverse roles in the same team allows for priority adjustments without waiting for hierarchical decisions. Quick feedback from a business analyst or QA leads to reformulating requirements before development progresses too far.

In this context, the MVP (Minimum Viable Product) strategy is simplified: the team can propose a prototype, test it with users, and iterate based on feedback while maintaining a unified view of objectives.

The ability to pivot quickly is a major asset in a VUCA (Volatile, Uncertain, Complex, Ambiguous) environment, where responsiveness takes precedence over rigid planning.

Multi-Domain Requirement Gathering and Validation

Projects involving regulations, technical constraints, and varied business stakes require close coordination. A cross-functional team continuously integrates feedback from legal experts, technical architects, and operations.

Proximity among these roles reduces misunderstanding risks. Compliance and performance requirements are directly translated into clear, testable, and validated user stories before each increment.

This workflow is particularly relevant for large-scale digital transformations, where alignment between IT and business functions determines project success.

Budget Management and Integrated Control in a Cross-Functional Team

Cost control is facilitated by a consolidated view of expenses and deliveries. Each sprint generates an increment with a known cost, allowing the team to regularly compare costs and progress against the overall budget.

The Product Manager adjusts the backlog based on the expected ROI for each feature, while considering architectural constraints and deployment schedules.

This approach prevents budget overruns and improves the financial predictability of projects by making the team accountable for costs and benefits.

Example of a Cross-Functional Team in the Swiss Logistics Sector

A logistics service company based in Lausanne launched a supply chain optimization project. A cross-functional team, including a business analyst, a developer, a data expert, and a QA engineer, delivered a stock forecasting module in four months, reducing stockouts by 15% and keeping the budget impact under 5% of the initial estimate.

Turn Your Interdisciplinary Collaboration into a Competitive Advantage

Cross-functional teams break down silos and align expertise with objectives, speeding time-to-market and improving product quality. Integrated within an agile framework, they offer flexibility, engagement, and measurable performance.

In a constantly evolving environment, the ability to orchestrate these teams is a key differentiator. Their effectiveness relies on transparency, continuous feedback, and data-driven decision making.

At Edana, our experts are ready to support you in setting up or optimizing your cross-functional teams to ensure agile, secure, and scalable product development.

Discuss Your Challenges with an Edana Expert

PUBLISHED BY

Mariami Minadze

Mariami is an expert in digital strategy and project management. She audits the digital presences of companies and organizations of all sizes and in all sectors, and orchestrates strategies and plans that generate value for our customers. Highlighting and piloting solutions tailored to your objectives for measurable results and maximum ROI is her specialty.

Categories
Digital Consultancy & Business (EN) Featured-Post-Transformation-EN

IT Solutions Architect: Role, Responsibilities, Key Skills & Certifications

IT Solutions Architect: Role, Responsibilities, Key Skills & Certifications

Auteur n°3 – Benjamin

In a context where technological innovation determines the competitiveness and sustainability of organizations, the solutions architect plays a decisive role. As a bridge between business challenges and technological choices, this expert ensures the coherence, modularity, and security of your information system. Their strategic and operational vision enables the design of scalable, resilient architectures aligned with your business objectives. Whether you are an IT director, CEO, or IT project manager, understanding their scope and strengths will help you structure your projects and manage risks from the earliest design phases.

Definition and Mission of the IT Solutions Architect

The solutions architect translates business requirements into operational technological blueprints. They ensure the coherence, scalability, and security of all components of the information system.

A Cross-Functional, Business-Centric Vision

The solutions architect intervenes very early in the technical implementation, gathering and translating business objectives into functional and non-functional requirements. They formalize these expectations in the form of use cases, User Stories, or functional diagrams that serve as the basis for development teams.

Beyond simple framing, they assess potential impacts on the existing system and operational processes. They anticipate friction points, identify interdependencies, and propose adjustments to avoid technological or functional silos.

By working closely with stakeholders—business units, IT department, cybersecurity, and operational support—they ensure decision traceability and foster buy-in through transparent and documented communication.

Designing the Target IT Architecture

Based on the initial framework, the solutions architect develops the target architecture, describing software components, information flows, and interfaces between modules. They define integration standards, communication protocols, and deployment schemes.

They favor a hybrid approach, combining open source components, cloud services, and custom developments to optimize the balance between time-to-market, total cost of ownership, and future flexibility. Technological choices are justified by criteria such as scalability, performance, and security.

The architect produces deliverables (UML models, C4 diagrams, traceability matrices) that guide implementation teams and serve as reference during code reviews or compliance audits.

Concrete Example of Hiring an IT Solutions Architect in a Swiss Company

A Zurich-based insurance company enlisted an IT solutions architect to overhaul its claims management ecosystem. The expert designed a modular architecture based on microservices, integrating secure REST APIs and business workflows orchestrated by an open source BPM engine. This new platform reduced claim processing times by 40% while automatically scaling during seasonal peak periods.

Comparison with Other IT Architect Roles

The solutions architect stands out for their ability to pragmatically link business and IT. Other roles (software, infrastructure, cloud, enterprise) focus on narrower scopes.

Software Architect vs. IT Solutions Architect

The software architect focuses primarily on the internal structure of applications: framework selection, development patterns, module decomposition, and code quality management. Their domain covers the application lifecycle, from UML modeling to production deployment.

They define coding standards, Git repository organization, unit and integration testing strategies, and associated CI/CD pipelines. Their expertise ensures maintainability and scalability of individual applications.

However, they do not directly handle system orchestration or integration with third-party solutions or cloud platforms. Those responsibilities typically fall to the solutions architect or infrastructure architect.

Infrastructure Architect vs. IT Solutions Architect

The infrastructure architect is responsible for the physical or virtualized layer: servers, networks, storage, hypervisors, and containers. Their role involves sizing resources, configuring clusters and load balancers, and defining network topology.

They ensure data center resilience, high availability, business continuity, and data protection. Choices cover storage types (block, object, file), backup and restore policies, and virtualization or container technologies.

Although central to the IS robustness, they are not always involved in functional design or the selection of business application components, tasks assigned to the solutions architect.

Cloud Architect and Enterprise Architect vs. IT Solutions Architect

The cloud architect designs PaaS, IaaS, or SaaS environments, optimizing sizing and managed services from hyperscalers. They oversee lift-and-shift migrations, Kubernetes cluster deployments, and infrastructure as code automation.

The enterprise architect, on the other hand, operates at a macro level: defining the IT roadmap, guiding governance, and ensuring strategic alignment. They collaborate with IT urban planners and create business-application mappings.

The IT solutions architect sits at the intersection of these two spheres: connecting the company’s macro vision with concrete cloud execution while staying focused on delivering business use cases.

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Key Responsibilities of the IT Solutions Architect in an IT Project

The solutions architect leads technical design and functional governance. They ensure tracking, documentation, and compliance throughout the project.

Functional Scoping and IT Project Governance

From the initialization phase, they facilitate co-design workshops with business units and the IT department to consolidate scope, identify interfaces, and define success criteria. They formalize a prioritized backlog based on business value and technical risks.

They establish governance bodies (steering committee, architecture board) to validate key decisions and arbitrate trade-offs. They ensure stakeholder alignment and decision transparency.

Simultaneously, they write or approve reference documentation: functional specifications, requirements traceability matrix, architectural diagrams, and technical data sheets for each component.

Design and Technological Choices

Based on requirements, they detail the distribution of technical responsibilities: microservices, API gateways, event buses, containers, or serverless functions. They select languages, frameworks, and databases suited to the context and expected volumes.

They evaluate open source versus proprietary solutions, considering vendor lock-in risks, licensing costs, and community maturity. They document the benefits and limitations of each option.

They propose architecture scenarios (blue-green deployment, canary release, multi-region) to meet performance, high availability, and disaster recovery requirements.

Documentation, Compliance, and Risk Management

The solutions architect develops a best-practices repository including security standards, nLPD and GDPR requirements, and other regulatory constraints. They enforce secrets management policies and the encryption of sensitive data.

They regularly conduct architecture reviews to detect deviations and update design documents. In case of divergence, they propose remediation plans and adjust the target architecture as needed.

They formalize the technical risk impact analysis (failures, vulnerabilities, obsolescence) and integrate mitigation strategies: load tests, security audits, and phased deprecation of unsupported components.

Practical Illustration of Implementing a Data Hub Solution by a Specialized Architect

In a Swiss distribution chain, the solutions architect orchestrated the implementation of a centralized data hub. They chose a Kafka bus for streaming, configured microservices for order orchestration, and ensured PCI DSS compliance. As a result, stock synchronization time went from several hours to a few seconds while maintaining transaction traceability.

Essential Skills and Certifications for the Solutions Architect

To excel, the IT solutions architect combines technical expertise, leadership, and continuous learning. AWS, Azure, Google, and ITIL certifications are widely recognized, but hands-on experience remains paramount.

Key Technical Skills to Verify Before Hiring a Solutions Architect

Proficiency in multiple languages (Java, Node.js, Python) and frameworks (Spring Boot, NestJS) enables adaptation of the architecture to use cases. Knowledge of microservices, REST APIs, event-driven, and serverless paradigms is essential.

The ability to design robust CI/CD pipelines using GitLab CI, Jenkins, or GitHub Actions ensures smooth deployments and code quality. Practicing infrastructure as code (Terraform, ARM templates) guarantees traceability of infrastructure changes.

Understanding security principles (OWASP, encryption, IAM) and non-functional requirements (scalability, observability, performance) determines system resilience and maintainability.

Managerial and Interpersonal Skills for Successful Recruitment

The architect must develop influential leadership, capable of bringing together technical experts and business decision-makers. Their pedagogical approach eases understanding of architectural decisions and acceptance of trade-offs.

Organizational rigor and facilitation skills strengthen collaboration between the IT department, cybersecurity, operations, and business units. They manage priorities and maintain a balance between speed of delivery and technical quality.

Their relational agility allows them to anticipate friction, propose real-time alternatives, and adjust the roadmap based on feedback and evolving context.

Certifications and Continuous Training for IT Solutions Architects

AWS Certified Solutions Architect, Microsoft Certified: Azure Solutions Architect Expert, or Google Professional Cloud Architect certifications attest to mastery of major cloud environments and their core infrastructure and data services.

An ITIL Foundation or DASA DevOps certification ensures an understanding of governance and service management best practices. TOGAF certifications can be relevant for those working at a more strategic level of IT urban planning.

Beyond formal credentials, participating in meetups, monitoring RFCs and specialized blogs, and contributing to open source projects enrich expertise and foster innovation.

Enhance the Agility and Sustainability of Your IT Projects by Hiring a Solutions Architect

The role of the solutions architect is a strategic lever to ensure the coherence, scalability, and security of your information system. By defining best practices, leading governance, and selecting appropriate technologies, they minimize risks and accelerate the deployment of priority business use cases.

Whether revamping an existing platform or launching a new digital project, having a well-thought-out architecture is a key success factor. Our Edana experts combine pragmatic experience with mastery of open source and cloud ecosystems and are at your disposal to support you from strategy to execution.

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Data Vault vs Star Schema: Which Model to Choose for a Modern, Scalable Data Warehouse?

Data Vault vs Star Schema: Which Model to Choose for a Modern, Scalable Data Warehouse?

Auteur n°16 – Martin

The proliferation of data sources, increasing volumes, and regulatory requirements are forcing Swiss companies to rethink their data warehouse. Traditional models often struggle to reconcile agility and traceability, while performance-oriented analytical structures must remain scalable. The choice between Data Vault 2.0 and a star (or snowflake) schema determines governance, maintenance, and future adaptability. This article provides a strategic analysis of both approaches, illustrated with concrete examples, to guide your decisions toward a modern, resilient warehouse tailored to your business challenges.

Understanding the Stakes of Model Selection in Your Data Warehouse

Choosing the right model directly affects deployment speed, process robustness, and scalability. Balancing structural agility and analytical performance is a strategic decision that impacts your governance and long-term costs.

Contextualizing Business Requirements

Each organization faces unique constraints tied to its industry, data volumes, and reporting objectives. IT departments must balance deployment speed with regulatory traceability requirements. A thorough understanding of use cases, load frequencies, and access patterns is essential before any modeling effort.

The choice of model determines your flexibility to integrate new sources and the ease of historizing past states. Financial services, for example, require strict version control, whereas marketing needs rapid delivery of up-to-date metrics. These differences directly influence the selection between a historization-focused Data Vault and a report-optimized star schema.

Data governance, quality, and security are also decisive criteria. A warehouse must be able to evolve without functional disruptions or performance degradation. Modern architectures address these challenges but are structured differently depending on the chosen model.

Volume, Heterogeneity, and Traceability

Swiss companies often manage data from multiple ERPs, CRMs, and industrial sensors, creating significant heterogeneity. Ensuring coherence across these streams requires a model that can absorb new attributes without a complete restructuring. Data Vault excels in this area by clearly separating entities, relationships, and evolving attributes.

Conversely, when volumes remain controlled and analytical processes are stable, a star schema can deliver faster queries and more predictable maintenance cycles. The fact/dimension structure is more intuitive for BI teams and facilitates performance tuning on MPP platforms or specialized appliances.

Traceability of changes is critical in regulated sectors such as healthcare or finance. Data Vault natively integrates granular historization of every change, whereas a star schema often relies on more rigid and sometimes less transparent Slowly Changing Dimensions (SCD) techniques.

Concrete Example of a Swiss Industrial SME That Adopted a Data Vault

A Swiss manufacturing SME had centralized production, maintenance, and sales data in a star schema for five years. With the rapid integration of new IoT sensors, the BI team had to manually create new dimensions and tables, resulting in two-week deployment delays for each evolution.

In a pilot phase, a Data Vault was implemented to ingest these streams without altering existing reports. Hubs captured key entities (equipment, product, site), links structured relationships, and satellites stored changing attributes.

The historization process was automated, reducing model maintenance time by 70% and accelerating new source integration. This approach safeguarded traceability without compromising existing reporting performance.

Exploring the Data Vault 2.0 Model for a Scalable Data Warehouse

Data Vault 2.0 offers a modular, multi-layered architecture that clearly separates entities, relationships, and historical attributes. This approach ensures native scalability and exhaustive traceability while remaining compatible with agile engineering and DevOps principles.

Key Components: Hubs, Links, and Satellites

Hubs represent unique business keys, isolating each central entity (customer, product, transaction). They store only the business key and a technical identifier, facilitating duplicate detection and business definition changes without touching historical data. This separation ensures robustness when adding new sources.

Links model relationships between hubs, whether transactional, hierarchical, or temporal. They maintain traceability of each connection, including timestamps and data origins. This granularity enables detailed analyses of customer journeys or machine interactions.

Satellites store evolving attributes linked to a hub or link. Each satellite can be historized independently, offering maximum flexibility to handle new fields or granularities. Loading cycles run in parallel, ensuring optimized update times.

Multi-Layer Architecture and Agility

The Raw Vault layer receives raw data exactly as it comes from sources. Data is loaded daily or at the required frequency without major transformations, preserving initial integrity. This approach simplifies audits and allows process reruns when needed.

The Business Vault layer enriches raw data with business rules, aggregations, or calculated views. It acts as an intermediate zone that does not affect the historical layer, ensuring isolation between engineering logic and analytical processes. Teams can iterate on business rules quickly without impacting the source data layer.

The Information Delivery (or Presentation) layer finally exposes data as specific tables for analytical queries. It can adopt a star or snowflake schema based on performance needs while benefiting from back-end-managed traceability and historization.

Data Vault 2.0 Innovations and Optimizations

Point-in-Time (PIT) tables allow the reconstruction of coherent snapshots of the entire warehouse. They are particularly useful for complex temporal queries, eliminating the need to join each satellite manually. This consolidated table reduces latency and simplifies SQL logic.

Bridge tables facilitate the management of multiple hierarchies or complex relationships. They provide a way to represent parent-child structures, successors, and dynamic groupings, integrating naturally into the Data Vault architecture. Value chain analyses or product groupings directly benefit from them.

Same-as links offer flexible handling of redundant business keys or keys synchronized between multiple ERP systems. They associate keys from heterogeneous sources while preserving consistency and traceability at each integration point. This innovation is invaluable in multi-source environments where governance is critical.

Example of a Swiss Financial Services Firm Using the Data Vault 2.0 Model

A Swiss financial institution adopted Data Vault 2.0 to consolidate transaction, customer, and regulatory data flows. The team implemented hubs for key entities, links for transaction–customer relationships, and satellites for successive account states.

The implementation of PIT tables enabled real-time regulatory reporting compliant with FINMA requirements without overloading batch processes. Internal audits accelerated, and model maintenance time was halved while ensuring complete data traceability.

The agile adoption of Data Vault also simplified the integration of new data sources, including external trading platforms, without disrupting the existing infrastructure.

Adopting the Star Schema and Snowflake Model

The star schema provides a simple structure composed of fact and dimension tables, optimized for analytical queries and performance. The snowflake schema normalizes this model further, prioritizing consistency and reducing redundancy.

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Fact/Dimension Architecture and Query Simplicity

The star schema consists of a central fact table storing quantitative measures and dimension tables describing the context of those facts (time, product, customer, geography). This simplicity facilitates business team understanding and reduces SQL query complexity.

BI platforms naturally leverage this structure, optimizing aggregations, roll-ups, and drill-downs. Bitmap indexes and time partitioning accelerate large-scale reads, particularly on MPP appliances or specialized cloud services.

Dimension maintenance (Slowly Changing Dimensions) is managed via clearly defined strategies (Type 1, Type 2, or hybrid). Although it sometimes requires additional processing, this discipline ensures consistency of historical states and precise tracking of business changes.

Snowflake: Toward Greater Normalization and Governance

The snowflake model breaks dimensions into more granular tables, normalizing attributes and eliminating redundancies. This approach improves reference data governance by centralizing value lists and minimizing inconsistencies.

However, normalization can complicate queries, leading to more joins and a greater need for optimization. Indexing tools, partitioning, and join caches become crucial to maintain performance.

Reference consistency is reinforced, especially in large organizations where multiple business lines share common dictionaries and can reuse the same dimension tables. Change management workflows are centralized, enhancing modification traceability.

Example of a Swiss Retail Group Using the Star Schema

A Swiss retail group used a star schema for store and logistics reporting. Product and store dimensions were redundant and varied by region, causing inconsistencies in revenue figures.

By normalizing into a snowflake schema, the team consolidated product attributes into a single shared table across business lines. They reduced the number of dimension tables from 12 to 5 and harmonized update processes.

Query performance remained high thanks to a time-product partitioning strategy, and reference data governance was strengthened by a centralized validation workflow.

Maintenance and Scalability

The star schema structure simplifies minor evolutions, such as adding new measures or attributes. ETL/ELT processes are more linear, and business logic remains encapsulated within dimensions and the fact table.

However, new data streams or the need to model multiple relationships can lead to laborious extensions, with partial table redesigns and loading workflow modifications. BI teams may face the rigidity of SCDs and performance impacts.

Change governance requires rigorous planning and thorough testing. Without this, historical data integrity can be compromised, reducing the long-term reliability of analyses.

Strategic Criteria to Guide Your Decision

The choice between Data Vault 2.0 and a star schema depends on your priorities: agility, governance, performance, or maintenance. Each criterion should be weighed according to your context, resources, and growth ambitions.

Agility and Scalability

If you anticipate frequent integrations of new sources or model evolution, Data Vault offers unparalleled modularity. Adding hubs, links, or satellites does not disrupt existing structures and runs in parallel with minimal impact on ongoing processes.

With a star schema, every significant change can require partial or total redesigns, affecting loading processes and analytical views. Scalability is possible, but at the cost of strict alignment between business and technology.

A hybrid approach is to maintain a Data Vault backend for historization and a star schema in the presentation layer for performance, automating view generation from the Raw/Business Vault.

Performance and Query Stability

The star schema excels in analytical queries on massive volumes, thanks to the native optimization of fact and dimension tables. Response times remain short even for complex aggregations.

Data Vault may require specific optimizations, notably through PIT and bridge tables, to achieve equivalent performance. These artifacts fit within the architecture but demand additional engineering effort.

In practice, using cloud warehouses or dedicated appliances simplifies these optimizations regardless of the chosen model. The decision then hinges on the level of integration effort you are willing to invest.

Governance and Maintenance

Data Vault ensures granular traceability, simplifies audits, and clarifies the line of responsibility between raw and calculated data. Teams can reconstruct history for regulatory needs without data loss.

The star schema enforces a more structured SCD discipline. Dimension updates are more sensitive, and consistency maintenance relies on rigorous testing and validation processes.

Data Vault involves a higher initial cost in modeling and tooling but reduces technical debt over the long term. ROI evaluations should include maintenance costs and evolution frequency.

Hybrid Integration and Multi-Cloud Context

Modern architectures trend toward hybridity: Data Lakehouse for native storage, Data Vault for historization, and star schema for reporting. This composition leverages the strengths of each model.

In a multi-cloud environment, Data Vault’s technology independence avoids vendor lock-in, while the star schema’s simplicity eases deployment on managed services. CI/CD pipelines can orchestrate these flows coherently.

Implementation strategy must remain contextual: prioritizing critical workloads and distributing data according to usage defines each model’s place in your ecosystem.

Choosing the Right Model for an Agile, High-Performance Data Warehouse

Data Vault 2.0 and the star schema are complementary: one focuses on agility and traceability, the other on performance and operational simplicity. The decision rests on diagnosing your business needs, data volumes, and regulatory requirements.

We guide you through an objective assessment of your constraints, modeling the most suitable solution and deploying your warehouse in a hybrid or multi-cloud environment. At Edana, our experts help you define and implement scalable, secure architectures without vendor lock-in.

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PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.

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What to Do When a Developer Leaves the Company?

What to Do When a Developer Leaves the Company?

Auteur n°2 – Jonathan

In an environment where IT systems are the backbone of operations, the sudden departure of a key developer can have dramatic consequences. Whether it’s an unexpected resignation, a prolonged absence, or retirement, the lack of a continuity plan exposes the company to maintenance bottlenecks, project interruptions, and increased vulnerabilities. This dependence on a single expert constitutes a major strategic risk, capable of threatening the performance and security of the digital ecosystem. In this article, we analyze the concrete impacts of this dependency, then propose pragmatic approaches to secure knowledge transfer and preserve your expertise.

Risk of Dependency on a Single Expert

A lead developer without an organized backup creates a critical failure point for your entire IT system.

Maintenance Bottlenecks

When a single developer holds the knowledge of a specific module or application layer, any change, bug fix, or update becomes hindered. Without documentation or support, minor incidents can escalate into crises that far exceed the planned time and budget.

The temptation then is strong to postpone enhancements or urgently outsource to costly external resources that are ill-prepared, which directly impacts your teams’ responsiveness and delays the delivery of strategic projects.

Delays in Ongoing Projects

In a platform migration or interface redesign scenario, the outgoing expert often holds the big-picture vision and architectural keys. Their departure without proper handover leads to misunderstandings and breaks in the skills chain.

Deadlines stretch, deliverable quality may decline, and the initial schedule becomes obsolete. Internal teams, deprived of their point of reference, lose efficiency and must double their efforts to pick up the pieces.

Increased Security Risks

Undocumented or poorly explained code hinders security audits and vulnerability testing. Critical updates can be delayed for lack of understanding of dependencies.

In the worst case, an exploited flaw remains unpatched due to missing expertise, exposing the company to ransomware attacks, data theft, or service outages.

Example of a Swiss Logistics SME

A logistics company based in Switzerland had entrusted the development of its routing engine to a senior engineer. When he left the organization for a position abroad, no documentation was available. Internal teams took six weeks to reconstruct the service architecture, delaying the pricing rules update by two months and incurring CHF 60,000 in external labor costs, plus significant opportunity costs, since those teams could have been enhancing other architecture aspects instead of investing that precious time in reverse engineering.

Consequences of Knowledge Loss

Without a formalized transfer, an expert’s absence translates into stagnation, operational debt, and weakened agility.

Loss of Business Context

Beyond the code, the outgoing developer often holds the understanding of business processes, data flows, and functional priorities. Without a guide, new hires or external contractors struggle to grasp subtleties and anticipate constraints.

Redefining these elements costs time and budget, and approximations can generate anomalies that directly impact user satisfaction.

Accumulation of Technical Debt

Every intervention without full mastery of the original code increases the risk of creating “patches” and ad hoc solutions. Code quality degrades, reinforcing the vicious cycle of technical debt.

Over time, maintenance becomes increasingly time-consuming and costly, stifling any capacity for innovation and development of value-added features.

Impact on IT Governance

Lack of visibility into the real state of your application landscape limits the ability to plan and steer your projects. Performance indicators become blurred and strategic trade-offs riskier.

The CIO is then forced to favor crisis management over defining a long-term vision, leading to a loss of competitiveness.

Example: Romandy-Based Industrial Group

A large manufacturing group used a custom in-house ERP developed by a sole expert. After he left without handing over, teams had to halt all evolution for three months to conduct a full audit. Delays in production reports caused a 15% drop in efficiency and delivery penalties on multiple contracts.

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Strategies to Ensure Continuity and Knowledge Transfer

A proactive, structured approach guarantees the availability of key skills and the longevity of your systems.

Living, Evolving Documentation

Implementing reference guides, architectural diagrams, and standardized code comments allows any contributor to quickly understand workflows and technical stakes.

A centralized, accessible repository that is continuously updated fosters a sharing culture and limits dependency on a single contributor.

Pair Programming and Reverse Mentoring

Systematically integrating paired sessions during design or bug resolution promotes knowledge diffusion and gradual skill building.

Reverse mentoring—where a junior profile or contractor is tasked with validating understanding—reinforces concept ownership and bolsters team resilience.

Targeted Training and Transfer Workshops

Organizing frequent technical workshops focused on critical modules allows you to convey key considerations, configuration tips, and production challenges.

These sessions accelerate skill development and spark a community of practice within your organization or with partners.

Engaging an Expert Partner

Outsourcing part of the maintenance or support for essential components to a specialized provider guarantees continuity while giving you a reliable point of contact for documentation and support.

A partner like Edana can tailor its teams to your needs, avoid vendor lock-in, and deliver modular expertise, ensuring coverage even in the event of internal turnover.

Example in the Financial Services Sector

A mid-sized Swiss bank hired us to take over maintenance of a critical API. Through an initial audit and a sprint-organized handover phase, the external team documented all data flows and set up a wiki accessible to internal developers. The incident rate on this API dropped by 70% in six months.

Address Your Technical Dependency and Master Your Architecture

Faced with the risk of single-expert dependency, establishing a knowledge transfer plan, documentation processes, and a structured external partnership ensures operational continuity and frees your teams to innovate. You thus keep your technical debt under control while strengthening agility, security, and IT governance.

Whether your organization is facing an imminent departure or looking to anticipate any turnover scenario, our experts are here to audit your current dependency, define the right transfer tools, and take charge of sustaining your expertise. Together, let’s transform this vulnerability into a lasting advantage.

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PUBLISHED BY

Jonathan Massa

As a specialist in digital consulting, strategy and execution, Jonathan advises organizations on strategic and operational issues related to value creation and digitalization programs focusing on innovation and organic growth. Furthermore, he advises our clients on software engineering and digital development issues to enable them to mobilize the right solutions for their goals.

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Metaverse: Fantasies, Realities, and the Technical Challenges Behind an Immersive Internet

Metaverse: Fantasies, Realities, and the Technical Challenges Behind an Immersive Internet

Auteur n°2 – Jonathan

The metaverse, ubiquitous in the rhetoric of digital giants, evokes as much enthusiasm as skepticism. Behind the promises of an immersive internet with revolutionary interactions lie major technological challenges, often underestimated by promoters. The necessary infrastructures, user experience, computing power, and platform interoperability remain largely in the experimental stage. Yet, concrete use cases are already emerging, particularly in industry and training, inviting companies to explore this new territory. In this article, we demystify the metaverse, analyze its technical foundations, and identify the levers for launching useful and sustainable MVPs that align with your strategic goals.

The True Technological Barriers to the Metaverse Today

The architectures required to support a large-scale immersive universe are still at the proof-of-concept stage. Latency, bandwidth, and real-time computing constraints remain major obstacles.

Infrastructure and Computing Power

Metaverse platforms rely on servers capable of processing simultaneous high-resolution 3D streams for thousands of users. These computing loads demand the latest-generation GPUs and distributed data centers to ensure a smooth experience.

Several cloud providers already offer specialized instances, but costs remain prohibitive for large-scale deployments. Companies must therefore anticipate significant investments or consider hybrid architectures combining on-premise servers and edge computing.

These infrastructure choices directly impact the total cost of ownership (TCO) of the project. Without rigorous planning, budgets can quickly spiral out of control, driven by scaling fees and proprietary software licenses.

User Experience and Immersive Ergonomics

Immersion relies on VR/AR headsets, controllers, and gesture interfaces. Each piece of equipment introduces ergonomic limitations: weight, bulk, usage duration, and thermal comfort.

Early feedback highlights the risk of visual fatigue and nausea, hindering professional adoption. Sessions must be short and contextualized—better suited for demonstrations or targeted training than prolonged daily use.

Interfaces must also ensure quick onboarding without multiple calibration phases. In an industrial context, for example, a latency of even a few milliseconds or an inaccuracy of a few millimeters can compromise operator safety.

Interoperability and Open Standards

The promise of a universal metaverse relies on open protocols that allow avatars, objects, and environments to move freely between platforms. Today, however, each player offers its own proprietary, siloed ecosystem.

Initiatives around Web3D standards and unified APIs struggle to take shape. Specifications remain embryonic and do not cover all use cases, notably real-time synchronization and digital rights management.

In the absence of technical consensus, companies risk vendor lock-in. A metaverse project built for a specific runtime can become obsolete if the provider changes direction or pricing.

Metaverse Project Example in the Banking Sector

A banking institution piloted a virtual showroom for its premium clients. Despite an appealing concept, server overloads during simultaneous session openings caused service interruptions, forcing the team to revise the initial architecture and deploy edge servers across Europe to reduce latency.

Concrete Use Cases and Varying Metaverse Maturity by Sector

The metaverse is not a single product but a collection of immersive solutions whose maturity varies by industry. Some sectors can already benefit from targeted virtual experiences, while others remain in internal R&D phases.

Industry and Augmented Maintenance

In manufacturing, augmented reality is emerging as a first step toward the metaverse. Technicians use headsets to view 3D instructions overlaid on machines, reducing errors and downtime.

These applications require precise environmental mapping and sub-50 ms latency to synchronize images with movements. Sessions typically last less than 30 minutes, matching the duration of maintenance tasks.

Predictive maintenance becomes more effective when IoT data is integrated in real time into the immersive view, enabling earlier anomaly detection and better planning of interventions.

Immersive Training and Onboarding

Virtual training is growing in security, healthcare, and aerospace. Immersive simulations replicate hazardous scenarios without risk to learners, reinforcing retention and responsiveness in critical situations.

These environments demand sufficient graphical realism to engage users while maintaining optimal fluidity. Educational content must be modular to adapt to different profiles and skill levels.

Companies report a 30–50 % reduction in training time compared to traditional methods, while ensuring a high level of operational safety.

Retail and Virtual Showrooms

Retail is experimenting with immersive showrooms where customers explore products at 1:1 scale and customize options. These experiences boost engagement and loyalty.

To ensure visual quality on headsets and mobile devices, 3D assets must be optimized with adaptive levels of detail. WebXR browsers play a key role.

E-commerce integrations also require robust APIs to synchronize stock and pricing in real time.

Example of Metaverse Technology Use in the Industrial Sector

An industrial SME deployed a VR simulator to train operators on specialized machinery. Thanks to a hybrid cloud platform and an optimized rendering pipeline, it reduced incidents related to new equipment handling by 40 %. This demonstrates how the metaverse can deliver concrete applications in maintenance and support, especially in manufacturing.

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Essential Technical Foundations for an Immersive Internet

To overcome current barriers, the metaverse must rely on robust technological building blocks: edge computing, artificial intelligence, and high-performance networks. Each plays a key role in ensuring an immersive experience that contributes to business value.

Edge Computing and Geographical Distribution

Edge computing brings compute resources closer to end users, minimizing critical latency for 3D scene synchronization. It becomes indispensable when applications demand millisecond-level responsiveness.

Companies must design a multi-node architecture distributed across key regions. Data replication must remain consistent, for example via Kafka messaging or distributed databases.

This hybrid approach—combining central cloud and local edge—optimizes costs and ensures a seamless experience for geographically dispersed users.

Generative AI and Asset Optimization

Artificial intelligence can automate the creation and compression of 3D models, generating realistic textures on the fly. Adaptive upscaling algorithms reduce packet sizes without compromising visual quality.

AI solutions in the rendering pipeline also offer collision detection and occlusion mechanisms, enhancing the fluidity and precision of real-time interactions.

These services can operate in a serverless, elastic mode to absorb activity spikes during large-scale virtual events.

Connectivity and Data Sovereignty

The volume of data exchanges and the sensitivity of immersive content demand a high-bandwidth, reliable, and secure network. Companies should evaluate quality of service (QoS) and leverage VPNs, SD-WANs, or dedicated links.

Data sovereignty becomes critical when sensitive or personal data is processed in the metaverse. Choosing Swiss or European hosts ensures nLPD or GDPR compliance and addresses data localization requirements.

Governance of these flows must include end-to-end encryption and granular access policies to prevent leaks or unauthorized use.

Example in the Public Sector

A government agency is piloting a metaverse project for citizen consultation. It deployed edge nodes across multiple local data centers and an AI system to dynamically compress assets, ensuring smooth access even at a distance. Such initiatives are multiplying and form one of the pillars of tomorrow’s web. In this context, data security is paramount, and various measures—such as those in generative AI for governments and public services—must be implemented.

Adopting a Pragmatic Approach and Preparing Useful MVPs

The metaverse must not become just a trend. The most mature companies first launch targeted MVPs that focus on concrete, measurable use cases. They incorporate open source, modularity, and agile governance.

Long-Term Strategy and Evolving Roadmap

Before any experimentation, it is essential to define precise business objectives: improving training, reducing maintenance costs, or strengthening customer engagement. These indicators will guide the MVP’s design.

The roadmap must be modular: each metaverse component—avatars, scenes, interactions—evolves independently, facilitating updates and the integration of new features.

Agile governance, bringing together IT, business units, and service providers, ensures continuous alignment between needs and technical priorities.

Open Source and Hybrid Ecosystems for an Independent, Evolving Metaverse

Adopting open source building blocks—WebGL engines, XR frameworks, decentralized protocols—limits the risk of vendor lock-in and leverages dynamic communities for rapid updates and patches.

Proprietary solutions can be integrated temporarily for quick wins, then replaced by open components as maturity and budget allow.

This hybrid approach enables rapid prototyping while ensuring a controlled transition to an evolving architecture.

Cybersecurity and Compliance from the MVP Phase

Even for a prototype, security must be baked in from the start. Access controls, strong authentication, and digital rights management are indispensable to protect assets and personal data.

Regulatory compliance, notably nLPD and GDPR, requires auditing immersive data flows and implementing activity logs. These practices, initiated during the MVP phase, streamline later scaling.

Penetration testing and automated code reviews help detect vulnerabilities as early as possible, before the project grows in scope.

Culture of Experimentation and Feedback

The metaverse remains a rapidly evolving field. User feedback should feed a backlog of continuous improvements. Internal pilot sessions offer valuable insights before broader rollout.

Measuring adoption, satisfaction, and business impact helps prioritize the most profitable initiatives. These metrics are then shared with steering committees to approve subsequent phases.

By embracing continuous improvement, companies mitigate risks and optimize time-to-market while preparing for measured scaling.

Turning Your Metaverse Ambitions into Concrete Projects

The metaverse stands at the crossroads of immersive technologies, edge computing, AI, and high-performance networks. Its promises are real, provided they rest on proven technical foundations and a clear business strategy.

Companies that embark on targeted, modular, and secure MVPs can quickly measure added value before scaling up. Open source, agile governance, and hybrid architectures are key levers for longevity and evolvability.

Faced with these challenges, our experts are at your disposal to co-construct your metaverse roadmap, define relevant use cases, and design your immersive setup in a secure, strategic manner. Together, let’s transform your ambitions into sustainable digital solutions.

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PUBLISHED BY

Jonathan Massa

As a specialist in digital consulting, strategy and execution, Jonathan advises organizations on strategic and operational issues related to value creation and digitalization programs focusing on innovation and organic growth. Furthermore, he advises our clients on software engineering and digital development issues to enable them to mobilize the right solutions for their goals.

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Blockchain: Concrete Use Cases, Technology Choices, and Pitfalls to Avoid for Your Project

Blockchain: Concrete Use Cases, Technology Choices, and Pitfalls to Avoid for Your Project

Auteur n°14 – Daniel

Blockchain has now established itself as a strategic technological lever rather than just a buzzword. In business, it provides tamper-proof traceability, process automation via smart contracts, enhanced data protection, and asset tokenization for controlled digitalization. For C-level executives, IT directors, and digital transformation leaders, it is essential to distinguish relevant use cases, choose the right architectures and protocols, and anticipate scalability, governance, and security challenges. This article presents concrete applications, compares public, private, Layer 1 and Layer 2 technologies, and details best practices to manage risks and maximize the value of your blockchain projects.

Concrete Use Cases of Blockchain in Business

Blockchain is first and foremost an immutable distributed ledger, ideal for guaranteeing the provenance of information. It also enables automatic execution of business conditions via smart contracts.

At the heart of blockchain is a decentralized validation mechanism, ensuring no data can be modified without consensus. This operation meets the needs for traceability and transparency in highly complex supply or production chains.

In addition, smart contracts transform manual processes into automated workflows that are reliable and audited by all participants, without intermediaries.

Traceability and Provenance

Blockchain records every step of a logistics flow—from raw material to finished product—with timestamped, tamper-proof entries. Each transaction is verified and linked to the previous one, creating a continuous chain of information.

This transparency benefits both distributors and end customers, who can access a product’s complete history, boosting trust and regulatory compliance.

Example: An agri-food trading company deployed a private blockchain to trace coffee batch origins, cutting investigation time by 40% in quality-alert situations and improving responsiveness during sanitary inspections.

Automation via Smart Contracts

Smart contracts encode business rules (triggering payments, transferring access rights) as soon as predefined conditions are met. They execute automatically and are recorded on the blockchain.

This automation eliminates repetitive tasks and reduces human errors while ensuring a full and continuous audit of operations by all stakeholders.

For example, in the shared mobility sector, a smart contract can release payment for a vehicle reservation once check-in is validated and automatically calculate penalties for late returns.

Asset Tokenization

Tokenization represents a physical or financial asset (real estate, artwork, financial securities) as digital tokens on a blockchain. Each token embodies a fraction of the asset and can be securely transferred, sold, or managed.

This approach enhances liquidity and portfolio diversification while providing detailed traceability of successive owners and their associated rights.

For example, a real estate infrastructure consortium experimented with tokenizing co-ownership shares, enabling institutional and private investors to access traditionally illiquid assets more easily.

Technology Choices: Public, Private, L1, L2, and Hybrid Architectures

Selecting the right type of blockchain is fundamental to balancing security, performance, and governance. Public blockchains offer maximum transparency, while private ones guarantee participant control.

Beyond the public/private distinction, Layer 1 blockchains handle core storage and consensus but sometimes struggle with scaling. Layer 2 solutions attach to them to improve scalability and reduce transaction costs.

Finally, in many contexts, a hybrid architecture combining traditional databases with decentralized ledgers provides the best of both worlds, where a pure blockchain solution would not be cost-effective or necessary.

Public vs. Private Blockchains

Public blockchains (Ethereum, Avalanche, Solana) are open to everyone, ensure high decentralization, and offer complete transparency. They fit ecosystems where participants have no prior trust relationships.

In contrast, private blockchains (Hyperledger Fabric, Corda) restrict access to authorized members only, ensuring controlled governance and higher transaction throughput for organizations or business consortia.

Example: A mid-sized bank recently piloted a Hyperledger Fabric network to automate and secure interbank guarantee exchanges, achieving several thousand transactions per second while meeting confidentiality and internal governance requirements.

Layer 1 and Layer 2 for Scalability

Layer 1 blockchains implement the consensus layer and maintain the full transaction history. Their security is robust, but costs and latency can rise with more users.

Layer 2 solutions (optimistic rollups, zk-rollups, sidechains) offload some transactions off the main chain and periodically submit proofs or batches of transactions to Layer 1, reducing fees and speeding up confirmations.

This combination handles high volumes (micropayments, online gaming, IoT) while preserving the integrity of the underlying ledger.

Traditional Databases and Hybrid Architectures

For use cases that do not require full immutability or deep decentralization, a relational database or NoSQL system may suffice at low cost with proven maturity.

A hybrid architecture pairs these traditional databases with a blockchain module used only for critical data (certificates, compliance proofs, secure timestamps), limiting the transaction volume on the decentralized ledger.

From an ROI perspective, this strategy ensures performance and maintainability while securing the key components of the value chain.

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Mature Protocols and Selection Criteria

Ethereum post-Merge, Avalanche, Hyperledger and Corda are now proven pillars, each addressing specific needs in governance, EVM compatibility, and performance.

When choosing a protocol, examine ecosystem maturity, developer community, EVM smart contract compatibility, governance model, and technical roadmap.

Cybersecurity concerns, transaction costs, and energy consumption are also critical factors in validating a protocol’s suitability for an enterprise or consortium setting.

Ethereum Post-Merge and the EVM Ecosystem

Ethereum’s shift to Proof of Stake (Merge) has significantly reduced energy consumption and opened the door to more flexible governance. The EVM (Ethereum Virtual Machine) remains the reference for interoperable smart contracts.

With a rich ecosystem (dev tools, frameworks, wallets, oracles), Ethereum attracts a wide range of projects, from decentralized finance to enterprise NFTs.

However, transaction fees can remain volatile during peak demand, highlighting the value of coupling Ethereum with Layer 2 solutions or EVM-compatible sidechains.

Enterprise Solutions: Hyperledger Fabric and Corda

Hyperledger Fabric uses a channel model to segment exchanges between actor groups within a private network, ensuring modularity and fine-grained access control. It supports various consensus plug-ins and transforms existing processes into blockchain workflows.

Corda, originating in the financial sector, relies on a states & contracts object model and stands out for handling confidential transactions between peers without global data broadcast.

Example: A Swiss agricultural insurer implemented a Corda network to automate compensation payments after extreme weather events, reducing processing times and disputes by 60%.

New Approaches: Avalanche and Starknet

Avalanche combines fast, energy-efficient consensus with native EVM compatibility, enabling immediate deployment of existing dApps and near-instant transaction finality.

Starknet uses zero-knowledge proof cryptography (zk-rollups) to aggregate thousands of off-chain transactions while mathematically guaranteeing the validity of each batch submitted to the main chain.

These alternatives meet growing scalability and privacy needs while offering a more predictable cost model for very high-volume use cases.

Best Practices and Pitfalls to Avoid for Your Blockchain Project

A successful blockchain project relies on clear governance, rigorous cost evaluation, and an iterative implementation strategy. Rushed protocol choices or insufficient audits are risks not to underestimate.

Governance must define roles, voting rights, and network update mechanisms before launch. A cross-functional steering committee—covering IT, business and security—is indispensable.

Meanwhile, smart contract modeling should be audited by external experts to prevent vulnerabilities, and a phased scaling plan ensures network stability in production.

Governance and Security

Setting up governance, whether centralized or consortium-based, determines the network’s longevity. Anticipate evolving consensus rules, software updates, and private key management.

On the security front, smart contract code reviews by multiple independent teams, along with automated testing and load simulations, are essential steps.

Incident response procedures must be documented and rehearsed, with a remediation plan ready in case of a breach or targeted attack.

Costs and Auditability

The economic model of a blockchain project must cover transaction fees, infrastructure costs (nodes, storage), as well as audit and application maintenance expenses.

It is advisable to set up test and simulation environments to refine costing before production deployment. Real-time monitoring tools help track usage and optimize consensus parameters.

Auditability remains a major advantage: thanks to intrinsic traceability, regulators or internal auditors can validate business processes without resorting to costly external reports.

Scalability and Performance Management

The modular approach, with dedicated blockchain micro-services for each use case (payments, certification, document exchange), limits bottlenecks and facilitates scaling.

Leveraging Layer 2 solutions or specialized sidechains for low-value transactions boosts responsiveness and contains costs.

Finally, optimizing smart contract code (reducing algorithmic complexity, minimizing on-chain calls) lowers confirmation times and resource consumption.

Implementation Strategy and Support

An agile approach, in short cycles, allows you to quickly experiment with proof-of-concepts and adjust the roadmap based on operational feedback.

Managing internal and external communication ensures stakeholder buy-in and prepares the ecosystem to onboard new users and partners.

Expert support covering design, engineering, architecture, cybersecurity, and product strategy ensures overall coherence and a gradual upskilling of internal teams.

Leverage Blockchain as a Strategic Lever

Blockchain today offers proven applications for traceability, process automation, data protection, and asset tokenization. Technology choices (public, private, Layer 1/2, hybrid) should rely on a rigorous analysis of needs, expected performance, and governance constraints.

Mature protocols such as Ethereum, Hyperledger Fabric, or Avalanche—combined with an agile approach and security audits—guarantee sustainable deployment. By avoiding governance missteps, hidden costs, and scalability issues, blockchain projects can become true competitive advantages.

Whatever your maturity level, our Edana experts are here to design, develop, and secure your solution, from strategy to operational execution.

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PUBLISHED BY

Daniel Favre

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Daniel Favre is a Senior Software Engineer. He designs and builds bespoke business solutions (SaaS, mobile apps, websites) and full digital ecosystems. With deep expertise in architecture and performance, he turns your requirements into robust, scalable platforms that drive your digital transformation.

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Integrate a Web Business Workflow into SAP or Microsoft Dynamics Without Disrupting Your ERP

Integrate a Web Business Workflow into SAP or Microsoft Dynamics Without Disrupting Your ERP

Auteur n°16 – Martin

Interfacing a web-based business workflow with an ERP such as SAP or Microsoft Dynamics is critical to ensuring operational efficiency while preserving the integrity of the core system. IT directors aim to automate processes without compromising stability, security, or the performance of their business backbone. Successfully achieving this integration requires selecting the right technical approach, mastering data flows, and coordinating internal and external teams. In this article, we’ll examine why this is a sensitive undertaking, how to carry it out without disrupting the ERP, and which alternatives to explore to align your digital roadmap with your business objectives.

Why Integrating a Web Business Workflow with an ERP Is a Strategic Imperative

Understanding the reasons and risks helps define a secure integration scope tailored to business needs.

ERP Sensitivity to Changes

ERPs like SAP or Dynamics are complex systems at the heart of financial, logistics, and HR operations. Any modification or overload can lead to performance anomalies, version conflicts, or broken data flows. It’s therefore crucial to treat integration as an architecture project, where every call, transaction, and added field must be clearly mapped.

Benefits for Operational Agility

An integrated web workflow can automatically orchestrate tasks, ensure precise traceability, and accelerate processing times between departments. End users enjoy an intuitive business interface, while the back office retains data robustness and consistency. Overall, this enhances the company’s responsiveness and competitiveness.

Concrete Example: Banking Onboarding Process

A mid-sized Swiss bank deployed a customer onboarding portal based on an open source solution. To avoid any disruption, the team implemented a lightweight REST connection to SAP, limiting reads/writes to key subscription cycle stages. The result: a 40% reduction in approval time with no recorded incidents on the ERP platform since launch.

Technical and Security Imperatives

Integration must rely on secure, authenticated APIs with strict access controls. Standard protocols (OAuth2, JWT) should be used and all exchanges encrypted. Additionally, an orchestration mechanism ensures transactional coherence by automatically rolling back any operation in case of error.

Architectures and Approaches for Non-Intrusive Integration

Adopting a modular architecture and a dedicated orchestration layer minimizes ERP impacts and eases workflow evolution.

Business Connectors and Adapters

Out-of-the-box connectors from SAP or Dynamics often cover common needs but can be too limited for specific business processes. Building a custom adapter based on an open source microservice allows fine-grained control over formats, mappings, and transformations without directly touching ERP components.

Middleware and Orchestration Platforms

Using an integration middleware strengthens isolation between the web workflow and the ERP. This intermediary layer orchestrates calls, manages queuing, rewrites messages, and ensures resilience. It provides centralized metrics and logs—essential for quickly diagnosing any issues and maintaining continuous flow monitoring.

API-First and Microservices

An “API-first” approach built on microservices ensures component independence, simplifies future upgrades, and reduces vendor lock-in risk. Each microservice handles a specific functional domain (order management, regulatory validation, invoicing) and communicates via REST or GraphQL APIs, leaving the ERP as the single source of truth for critical data.

Concrete Example: Logistics and Shipping

A Swiss logistics company implemented a web front end for shipment tracking, connecting to Dynamics via a dedicated Node.js microservice. This service encapsulates ERP schema changes, enabling any new version of Dynamics to integrate without overhauling the customer portal—freeing IT teams from time-consuming maintenance.

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Best Practices to Ensure ERP Stability

Implementing a rigorous validation cycle and proactive alerting mechanisms prevents surprises and guarantees service continuity.

Test Environments and Production Replicas

Before any deployment, it’s essential to validate the workflow in a mirror environment of production using anonymized data. This step measures performance impacts, tests load scenarios, and uncovers incompatibilities prior to go-live.

Automated Integration Testing

Automated tests should cover every scenario: creation, update, deletion, and rollback. CI/CD pipelines trigger these tests with each code change. A detailed report outlines response times, success rates, and immediately flags any functional regressions.

Real-Time Monitoring and Alerting

A dedicated monitoring system continuously analyzes key metrics (API latency, error rates, queue sizes). Defined thresholds trigger notifications to both technical and business teams, enabling prompt intervention before production is affected.

Concrete Example: Industrial Manufacturing

A Swiss electronic components manufacturer deployed a web-based quality workflow interfaced with Dynamics. After each workflow update, an automated test simulating thousands of entries validated performance. Grafana alerts identified an SQL query bottleneck, which was fixed within hours—preventing any ERP impact.

Exploring Alternatives and Hybrid Strategies

Evaluating various approaches (low-code, iPaaS, modular solutions) ensures integration fits your business and technical constraints.

Low-Code and No-Code Platforms

For simple workflows, low-code tools enable rapid deployment with native connectors for SAP or Dynamics. Their main advantage is speed, but they may face limitations in customization and performance. They’re ideal for standard processes or prototyping before full industrialization.

iPaaS for Multichannel Flows

Integration Platform as a Service (iPaaS) solutions synchronize numerous systems via a catalog of connectors and a visual development studio. They simplify complex workflow orchestration and centralized log management, while offering automatic scalability options.

Custom Modular Development

When security and performance are critical, bespoke modular development—structured as independent, open source components—provides complete freedom and ensures code aligned with your needs. Although requiring a larger initial investment, it guarantees longevity and no proprietary lock-in.

Vendor-Neutral and Open Source Strategy

To minimize vendor lock-in, favor open source building blocks and standard frameworks (Node.js, Spring Boot, .NET Core) interfaced via documented APIs. This creates a hybrid ecosystem where each component can evolve independently, supported by active communities—avoiding unexpected constraints and reducing your total cost of ownership.

Turning Your Integration Challenges into Growth Opportunities

Integrating a web workflow with SAP or Microsoft Dynamics without disrupting the ERP demands a methodical approach: clear requirements, modular architecture, rigorous validation, and proactive monitoring.

By combining open source, microservices, and integration platforms, you’ll achieve a scalable, secure solution aligned with your business strategy. Technical challenges then become levers for efficiency and competitive differentiation.

At every maturity level, our experts are ready to help design and deploy the integration best suited to your context. Feel free to reach out to discuss your needs and define the most relevant roadmap for your business.

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PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.

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Digital Consultancy & Business (EN) Featured-Post-Transformation-EN

4 Concrete Levers to Meet Deadlines & IT Budgets in Software Development and Steer a Project Smoothly

4 Concrete Levers to Meet Deadlines & IT Budgets in Software Development and Steer a Project Smoothly

Auteur n°4 – Mariami

In many digital projects, meeting deadlines and budgets remains a major challenge. Business requirements constantly evolve, priorities shift, and initial estimates often prove overly optimistic. However, by adopting a structured, collaborative approach from the initial scoping phase, it is possible to minimize variances and deliver as expected. This article presents four concrete, proven levers—tailored for companies and organizations—to effectively manage the development of IT ecosystems, business applications, SaaS platforms, or mobile solutions. The objective: to ensure cost control, quality deliverables, and adherence to schedules without sacrificing the agility needed for innovation.

Realistic, Iterative Estimation from Initial Scoping

A pragmatic, evolving estimation guarantees that the budget stays aligned with actual needs. This adaptive approach avoids financial surprises and allows prioritizing essential features.

Story Mapping to Define Requirements

Story mapping involves structuring features as user stories, providing a clear view of business value. This process helps identify critical steps and highlights functional dependencies. By segmenting the solution into value-driven “slices,” it becomes easier to schedule milestones and estimate each batch with precision.

This visual format also serves as a discussion tool among IT teams, business stakeholders, and management. It prevents misunderstandings and ensures a shared understanding of the scope. Regular exchanges around the user journey map allow adjustment of content based on urgency and decision-maker feedback.

At each story mapping iteration, the team can reassess its estimation. Discussions about technical complexity and required effort become more factual—grounded in real feedback—rather than based on vague assumptions.

Participatory Budgeting with Stakeholders

Involving business and financial managers in budget creation enhances transparency. Everyone can voice their priorities and understand how each choice impacts overall cost. This co-construction avoids unilateral decisions that often inflate expenses during execution.

Participatory budgeting translates into workshops where stakeholders discuss implementation scenarios. High-ROI options can be clearly identified and funded first. As a result, the scope for maneuver becomes visible and trade-offs are made on objective criteria.

Once the initial budget is approved, it is documented as a living financial plan. Budget milestones, release gates, and alert thresholds are defined from the outset, facilitating decision-making throughout the project.

Dynamic Backlog and Continuous Re-Estimation

A dynamic backlog enables real-time adjustments to effort and associated budget. User stories are continually reprioritized, and each sprint or development phase includes a reassessment of their complexity. This prevents the tunnel effect, where underestimated tasks are discovered too late.

During each retrospective, the team compares initial estimates with actual time spent. This feedback feeds into the estimation model and makes each forecast more accurate. Frequent adjustments ensure budget tracking without extra reporting effort.

If a deviation occurs, scope reduction or reprioritization scenarios are immediately proposed to sponsors. They thus have clear options to meet schedule or budget requirements without compromising the solution’s core value.

Example: A Swiss e-commerce company implemented iterative estimation for its new delivery tracking platform. Through story mapping workshops with operational managers, it adjusted its budget for each functional slice. The project was delivered within planned limits, with an MVP operational by the second month.

Management Based on Transparency and Continuous Feedback

Open communication and regular checkpoints build trust among all stakeholders. Frequent feedback loops reduce expectation gaps and simplify decision-making.

Agile Rituals to Structure Monitoring

Agile ceremonies—such as sprint planning, daily stand-ups, and sprint reviews—are opportunities to measure progress and identify blockers. These rituals establish a steady rhythm, avoiding the “drive-by reporting” syndrome and ensuring immediate awareness of deviations.

Each daily meeting should not exceed fifteen minutes but must be structured enough to cover progress, obstacles, and arbitration needs. Tracking actions and decisions prevents costly backtracking and reinforces team accountability.

Sprint reviews allow presenting functional increments to sponsors and key users. This confirms alignment with expectations and permits action plan adjustments before new development begins.

Frequent Customer Demos to Validate Direction

Organizing demonstrations at the end of each iteration brings the product closer to real needs. Business user feedback is immediately incorporated into the backlog, eliminating unpleasant surprises during final acceptance.

The demo also validates UX/UI choices and functional performance. It can reveal usage gaps or optimizations needed to reduce time spent on post-deployment corrections.

The frequency of these demos can be adapted to project criticality: weekly for a critical MVP, monthly for incremental enhancements. The key is maintaining a continuous, fact-based dialogue.

Collaborative Decision-Making and Living Documentation

Scope or priority decisions should never be made in isolation. Bringing together IT, business, the Product Owner, and the vendor ensures all impacts—cost, schedule, risk, and business value—are considered.

Every decision is documented in a concise report accessible to all. This living documentation strengthens traceability and prevents divergent interpretations during execution.

Project management tools (e.g., talentless) are configured to display real-time budget and schedule KPIs. This allows the steering committee to intervene before significant deviations occur.

Example: A Swiss industrial group implemented bi-weekly demos of its new predictive maintenance app. Field operators’ feedback corrected misdefined use cases before the pilot, avoiding a month of post-go-live fixes.

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Proactive Risk Anticipation and Management

Early detection of deviations and a robust mitigation plan prevent issues from becoming critical blockages. Clear project governance holds every stakeholder accountable.

Continuous Deviation Analysis

Monitoring performance indicators (burndown, burnup, velocity) allows spotting deviations as soon as they emerge. Each deviation triggers an immediate review to identify causes and define corrective actions.

This analysis goes beyond schedules: it also includes code quality, test coverage, and pilot user satisfaction. A “project debt” indicator can be set to measure unresolved constraints accumulating over time.

Deviation reviews are scheduled weekly during critical phases and regularly during the run phase. This rigor prevents a minor deviation from escalating into a bottleneck.

Strict Scope Management

The initial scope defines a target boundary, but every project faces additional requests. A clear process for adding or removing features ensures each change is estimated and budgeted before approval.

The change request log captures all requests from business units or management. Each request is evaluated for cost-benefit and assigned a status (accepted, rejected, deferred).

This discipline prevents scope creep, which strains both deadlines and budgets. Decisions to freeze certain features during acceptance are made with full awareness of their impact.

Clear Project Governance and Defined Roles

A governance structure assigns responsibilities at every level: steering committee, business sponsor, Product Owner, Scrum Master, and development team. This hierarchy ensures decisions are made quickly and at the appropriate level.

The Product Owner’s role is central: defining the product vision, prioritizing the backlog, and validating increments. Their availability is essential for daily decision-making.

The Scrum Master or project manager ensures rituals are properly executed and commitments are met. They are the single escalation point for technical or organizational blockers.

Example: In a bank, establishing a weekly steering committee clarified client data reprocessing requests immediately. Thanks to this governance, deviations were detected during acceptance and resolved before deployment, with no impact on the planned budget.

A Truly Engaged Provider, Not Just an Executor

Choosing a partner who acts as an adviser and co-builder maximizes strategic alignment and responsiveness. Continuity of interlocutors and geographical proximity enhance operational efficiency.

Advisory Relationship and Co-Construction

An engaged provider brings technical expertise as well as business insight. They challenge processes, propose optimizations, and question initial assumptions. This advisory stance avoids replicating ineffective patterns.

Co-construction is embodied by joint workshops where every decision is made collaboratively. Interim deliverables are shared and approved before implementation.

The provider thus contributes to enriching the product roadmap and anticipating future needs, ensuring a realistic, scalable project trajectory.

Continuity and Dedicated Expertise

Assigning a stable team to the project, with a dedicated Product Owner and lead developer, ensures rapid skill acquisition and context mastery. Each member understands the history of decisions and trade-offs.

Continuity minimizes information loss due to staff rotations. Handover phases are limited and planned in advance. Time spent re-explaining the scope is significantly reduced.

This dedicated expertise model reinforces the provider’s accountability for meeting schedule and budget commitments.

Geographic and Cultural Proximity

Working with a partner in Switzerland or nearby mitigates time zone issues and enhances mutual understanding. Language and cultural differences are minimized, facilitating paired work.

On-site interventions also foster informal exchanges, which accelerate alignment. Regular meetings build trust and speed up response times to emergencies.

This geographic proximity helps reduce decision and intervention lead times—a key factor for meeting milestones.

Combine Quality, Timeliness, and Budget Control to Succeed in Your IT Initiatives

By combining iterative estimation, transparent management, proactive risk handling, and an engaged partner, it becomes possible to deliver IT projects on time and within budget. These four levers provide a solid foundation for any ambitious digital transformation, regardless of organization size.

Swiss companies, subject to high performance and security standards, can rely on a structured approach to balance agility, reliability, and financial control.

At Edana, our experts are mobilized to support every project phase—from initial scoping to production deployment. They bring experience in project management, modular architecture, and agile practices to secure time-to-market and optimize return on investment.

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PUBLISHED BY

Mariami Minadze

Mariami is an expert in digital strategy and project management. She audits the digital presences of companies and organizations of all sizes and in all sectors, and orchestrates strategies and plans that generate value for our customers. Highlighting and piloting solutions tailored to your objectives for measurable results and maximum ROI is her specialty.

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Total Cost of Ownership: Custom Software vs Pay-Per-User SaaS Licenses

Total Cost of Ownership: Custom Software vs Pay-Per-User SaaS Licenses

Auteur n°3 – Benjamin

Content:
Comparing the total cost of ownership (TCO) of custom software with that of pay-per-user SaaS licenses is crucial for any medium or large company in Switzerland as it directly impacts financial health, innovation capacity, and competitiveness.

Beyond the sticker price, you must factor in initial investments, recurring subscriptions, hidden update costs, and flexibility to adapt to evolving business needs. This analysis determines not only the short-term financial burden but also the impact on cash flow, scalability, and innovation.

This article outlines the key selection criteria, reveals the hidden costs of many SaaS solutions, and shows how Swiss companies can reduce vendor lock-in risks, control their technology roadmap, and gain a sustainable competitive advantage tailored to their specific challenges by favoring an open-source custom solution.

Breakdown of Initial and Recurring Costs

The structuring of CAPEX and OPEX differs significantly between custom software and SaaS licenses, affecting your budget from the earliest stages.

Initial Investments (CAPEX) vs Subscriptions (OPEX)

For custom software, CAPEX includes functional analysis, design, development, and architecture. These expenses are incurred upfront and create a tangible asset that you can amortize over multiple accounting periods.

In pay-per-user SaaS, OPEX begins at deployment: each additional license generates a monthly or annual cost. If your headcount grows or you add temporary users, operational expenses can skyrocket without ever creating proprietary intangible capital.

Our article CAPEX vs OPEX illustrates the fundamental difference between these two concepts and helps you better structure your digital projects to optimize their return on investment.

Recurring Costs and Pricing Scalability

SaaS subscriptions often include updates, support, and hosting, but pricing frequently evolves. Price tiers or additional fees for advanced modules can appear without warning.

Conversely, custom software can be hosted in your own cloud or with any open hosting provider you choose. Costs for future enhancements are controlled through a flexible maintenance contract aligned with your actual needs, without sudden price spikes.

Integration and Customization

Adapting a SaaS to your value chain requires connectors, APIs, and additional development work. These external services often come as fixed-price or hourly-rate projects.

For example, a mid-sized Swiss e-commerce company integrated a stock management module into its SaaS CRM. The initial integration cost reached 60,000 CHF, followed by 8,000 CHF per month for support and further developments—totaling 156,000 CHF over two years. It’s essential to account for these fees when considering a SaaS-based business tool.

Hidden Costs and Scalability Challenges

Beyond subscriptions and licensing fees, invisible costs emerge through vendor lock-in, forced updates, and technological dependency.

Vendor Lock-In and Supplier Dependency

With SaaS, your data, processes, and workflows reside on the provider’s platform. When you decide to migrate or integrate another tool, transition costs (export, formatting, testing) can exceed 25% of the project’s initial budget.

A large Swiss logistics company spent 250,000 CHF migrating to an open-source solution after five years on a SaaS platform that had become too rigid. These unbudgeted expenses extended the migration timeline by six months. Anticipating such scenarios early on helps avoid unwanted costs, delays, and operational standstills.

Upgrades and Compatibility Impact

Automatic SaaS updates can cause regressions or incompatibilities with custom-developed modules designed to tailor the solution to your business needs. You then depend on the provider’s support team to fix or work around these anomalies.

In contrast, custom software follows a release schedule driven by your internal governance. You decide when to introduce new features, testing compatibility with your other systems in advance. This independence often brings more peace of mind, freedom, and control.

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Mid- and Long-Term Financial Analysis

Over a three- to five-year horizon, comparing total cost of ownership reveals the strategic advantage of custom software.

Time Frame: ROI and Cash Flow

In SaaS, OPEX remains constant or rising, weighing on cash flow and limiting the ability to reallocate budget toward innovation. Short-term savings can become significant fixed charges.

Custom-built software amortized over three to five years generates a peak in initial CAPEX but then stabilizes expenses. You eliminate recurring license fees and free up cash for high-value projects in the mid to long term. This strategy makes all the difference when the time frame exceeds three years.

CAPEX vs OPEX Comparison: Predictability and Control

CAPEX is predictable and plannable: you budget the project, approve milestones, then amortize according to your accounting rules. Shifting to OPEX can complicate budget visibility, especially if the pricing model evolves.

For example, a mid-sized Swiss company that consulted us after a poor decision saw a transition to per-user SaaS cost them 420,000 CHF over five years, compared to 280,000 CHF in CAPEX for a custom development—placing the custom solution’s TCO 33% lower.

Added Value: Flexibility and Continuous Innovation

Investing in custom solutions builds an evolvable foundation. You implement MVPs, test, refine; each iteration increases your product’s value. This agility results in shorter time to market and better alignment with business needs.

In contrast, you rely entirely on the SaaS provider’s product roadmap: your improvement requests may wait several roadmap cycles, delaying your market responsiveness.

Example: Large Swiss Enterprise

A Swiss industrial group with 500 users across three subsidiaries opted for a custom solution to centralize its quality processes. The initial project cost 600,000 CHF in CAPEX, followed by 40,000 CHF annually for maintenance. By comparison, the SaaS alternative billed 120 CHF per user per month—totaling nearly 2,160,000 CHF over five years.

Beyond the financial gain (TCO reduced by 70%), the group integrated its own continuous analysis algorithms, boosting quality performance by 15% and anticipating failures through custom business indicators.

Key Principles to Optimize Your Custom Project

Agile governance, open source usage, and a modular architecture are essential to controlling TCO.

Modular Architecture and Microservices

Opt for functional segmentation: each microservice addresses a specific domain (authentication, reporting, business workflow). You deploy, scale, and update each component independently, reducing risks and costs associated with downtime.

This technical breakdown simplifies maintenance, enhances resilience, and allows you to integrate new technologies progressively without overhauling the entire system.

Open Source Usage and Hybrid Ecosystem

Favor proven open source frameworks (e.g., Symfony, Spring Boot, Node.js, Nest.js, Laravel) to secure your code and leverage an active community. You reduce licensing fees and avoid vendor lock-in.

Complement with modular cloud APIs and services for hosting, analytics, or alerting. This hybrid approach combines performance with autonomy while ensuring maximum flexibility.

Governance and Business-IT Alignment

Establish a steering committee comprising the CIO, business stakeholders, and architects. Periodically reassess the roadmap to adjust priorities, validate changes, and anticipate budgetary impacts.

This collaborative approach ensures a 360° vision, avoids redundant developments, and optimizes resource allocation.

Maintenance Processes and Scalability

Implement CI/CD pipelines to automate testing, deployments, and updates. Continuous reporting on test coverage and dependencies alerts you to potential vulnerabilities and regressions before production.

This proactive system guarantees quality, secures future releases, and reduces long-term operational workload.

Maximize the Value and Flexibility of Your Software Investments

Comparing TCO between custom software and SaaS licenses shows that while SaaS offers rapid deployment, custom solutions create an evolvable, controllable, and cost-effective asset in the mid to long term. By structuring investments through amortizable CAPEX, avoiding vendor lock-in, and adopting a modular open source architecture, you boost agility and optimize cash flow.

Regardless of your situation, our experts can help you define the solution that best addresses your challenges and implement a robust TCO management strategy.

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