Categories
Featured-Post-Software-EN Software Engineering (EN)

Creating a Web Scraper: Use Cases, Technologies, and Budget Considerations

Creating a Web Scraper: Use Cases, Technologies, and Budget Considerations

Auteur n°2 – Jonathan

In a landscape where data drives strategic decisions, web scraping proves to be a powerful tool for automatically collecting online information.

Whether to monitor competitor pricing, analyze customer reviews, extract content, or migrate data from a legacy site, a well-designed web scraper delivers real-time insights and a competitive edge. This article outlines the fundamental principles of a scraper, the suitable technologies for each context, the challenges to anticipate, and ballpark budget estimates. You will also discover why adopting a Minimum Viable Product (MVP) approach is essential for safely testing and scaling your solution.

How a Scraper Works and Its Use Cases

A web scraper automates data collection by simulating navigation and extracting the desired content. This approach structures raw web information into actionable data.

Fetching and Crawling: Controlling Navigation

The fetching process involves sending HTTP requests to target pages, replicating browser behavior. Each response is passed to the crawler, which determines which links to follow to explore the entire site.

The crawler can be configured to limit crawling depth, respect delays between requests, and adhere to directives in the robots.txt file, ensuring responsible scraping. Fine-grained session and HTTP header management also allows for mimicking different origins and avoiding blocks.

This step is crucial for collecting a large volume of pages and navigating complex site trees. Fetching performance directly impacts the scraper’s speed and machine resource costs.

Parsing and Extraction: Turning HTML into Data

Once the HTML page is retrieved, the parser identifies elements of interest using CSS selectors, XPath, or regular expressions. This phase extracts text, numerical, or visual information based on defined tags and attributes.

The choice of parsing engine (DOM, lxml, jsoup, etc.) affects tolerance to HTML structure errors and analysis speed. Open-source frameworks provide ergonomic APIs to simplify rule definition for extraction.

Extracted data can be cleaned and converted into the desired format (JSON, CSV, XML) for easy ingestion into analytics pipelines or internal databases.

Data Storage and Utilization

Data storage can rely on relational databases (PostgreSQL, MySQL) or NoSQL systems (MongoDB, Elasticsearch) depending on volume and required flexibility. Each choice offers advantages in querying and scalability.

Structured data can then be leveraged through BI dashboards, statistical scripts, or machine learning models based on business needs.

For example, a Swiss SME in retail deployed a single-site scraper to monitor competitor prices and achieved a 10% reduction in procurement costs by dynamically adjusting its pricing strategy. This example demonstrates the operational efficiency of targeted, automated monitoring.

Choosing the Right Technologies for Your Project

The technology stack choice depends on the target site’s complexity, data volume, and update-reporting requirements. Each language and framework offers specific benefits for rapid development or scaling.

Python with Scrapy/BeautifulSoup for a Flexible MVP

Python is known for its rich libraries dedicated to web scraping. Scrapy offers an asynchronous architecture, processing pipelines, and a high-performance crawling engine, ideal for medium to large-scale projects.

BeautifulSoup, lighter in weight, simplifies quick data extraction from static pages. This combination allows prototyping a scraper in a few hours, testing use cases, and industrializing the solution if needed.

The extensive Python ecosystem (Requests, Pandas, Selenium) also enables data processing, automation of complex actions, and integration of the scraper into existing workflows.

Node.js with Puppeteer for Dynamic Sites

Some sites rely on JavaScript-generated content. Puppeteer, paired with Node.js, controls a headless browser (Chrome/Chromium) to execute client-side code and retrieve the final DOM.

This approach ensures reliable extraction of dynamically loaded information but may increase resource usage and execution time. It is suited for projects where data completeness outweighs raw speed.

Alternatives like Playwright or PhantomJS offer similar features and integrate naturally into a JavaScript environment for centralized development.

PHP with Goutte for Rapid Integration

For organizations already invested in a PHP ecosystem, Goutte or Symfony Panther provides lightweight scraping solutions. Goutte is based on Symfony components and Guzzle, simplifying maintenance.

This choice allows leveraging internal expertise and integrating the scraper as a microservice or CLI command within your existing application. Performance is suitable for light to moderate scraping scenarios.

Using PHP also facilitates hosting on shared or managed infrastructures, thus limiting initial costs.

{CTA_BANNER_BLOG_POST}

Challenges and Best Practices for a Robust Scraper

A robust scraper must withstand anti-bot measures, HTML structure changes, and dynamic content. Continuous maintenance and modular code are essential for ensuring solution longevity.

Handling Anti-Bot Protections and Captchas

Large-scale sites deploy bot-detection mechanisms: browser fingerprinting, navigation behavior analysis, or CAPTCHA protections.

Implementing IP rotators, residential proxies, and alternating fingerprint mechanisms (user agents, headers, time-on-page) helps reduce blocking risks. Specialized libraries also handle captchas via third-party services or OCR techniques.

This sophistication increases scraper reliability but requires an appropriate budget and expertise to avoid data flow interruption. To optimize your budget, see our dedicated article.

Maintaining the Scraper Amid Layout Changes

Site structure can change at any time: design overhaul, CMS migration, or simple CSS class modification. Without regression tests and a modular architecture, any change can break your scraper.

Setting up an automated test suite that detects parsing breaks as they occur allows anticipating failures. Abstracting selectors in configuration files makes updating them easier without modifying the core code.

For example, a financial rating company saw its C# scraper fail after a partial site redesign. By externalizing selectors and adding unit tests, the tool adapted to the new structure in under two days, demonstrating the value of a modular approach.

Tackling Dynamic Sites and JavaScript Rendering

Beyond HTML parsing, some sites load content via internal APIs or front-end frameworks (React, Angular, Vue). Simulating API requests or using headless rendering becomes essential.

Capturing network calls—via HTTP proxies or tools like Charles Proxy—helps identify internal API endpoints. This method accelerates extraction and reduces error surface compared to full rendering.

Combining API scraping and headless browsers offers a compromise between execution speed and data robustness while limiting server load.

Budget and MVP Roadmap for Your Scraper

Development costs for a scraper vary significantly depending on the number of target sites and technical complexity. Starting with a low-cost single-site MVP allows you to validate value before expanding scope.

Cost Estimates: Single-Site vs. Multi-Site

A simple single-site scraper without JavaScript rendering can be developed in 5 to 10 person-days, with an estimated budget of CHF 8,000 to 15,000, depending on the daily rate.

For a multi-site project, incorporating headless browsers, captcha handling, and IP rotation, plan for CHF 25,000 to 50,000 for the initial version. Structural variations across sites increase complexity and development time.

Also budget for dedicated hosting, proxy services, and third-party licenses for captcha solving.

Prioritizing an MVP to Validate Business Value

Launching a prototype on a limited use case (for example, a single competitor site) enables you to quickly measure ROI: time savings, data quality, and impact on decision-making.

With these initial results, you can refine the roadmap, justify additional resources, and adjust the technical stack for scaling.

A Swiss industrial manufacturer started with a targeted MVP on a benchmark e-commerce site, validating a 15% increase in pricing accuracy within a month before expanding scraping to other markets. This example illustrates the benefits of a gradual scaling approach.

Long-Term Scalability and Maintenance

Beyond the initial phase, the ability to deploy additional instances, manage task queues, and monitor performance is crucial. Orchestrators like Kubernetes or serverless workflows ensure resilience.

Maintenance involves allocating a percentage of the budget (typically 15-25% per year) to updating selectors, adding new sites, and optimizing data pipelines. Code documentation, detailed logging, and test automation guarantee optimal responsiveness to web changes and business needs.

Leveraging Web Scraping as a Strategic Asset

Web scraping transforms disparate web pages into a structured data source essential for competitive intelligence, price monitoring, or customer review collection. Understanding a scraper’s lifecycle—from fetching to storage—and choosing the right stack are keys to a successful project. Anticipating technical challenges and starting with an MVP allows you to control costs and rapidly validate business value.

Whether your organization aims to optimize pricing decisions, monitor online reputation, or migrate content from an outdated site, a robust and maintainable scraping solution delivers lasting advantage. Our Edana experts support you in defining a modular, open-source, and scalable architecture tailored to your business needs.

Discuss your challenges with an Edana expert

PUBLISHED BY

Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

Categories
Featured-Post-Software-EN Software Engineering (EN)

Acceptance Testing Phase: Anticipate, Structure, and Manage Tests to Secure Production Deployment

Acceptance Testing Phase: Anticipate, Structure, and Manage Tests to Secure Production Deployment

Auteur n°4 – Mariami

The acceptance testing phase is often seen as a simple final check before going live. However, when well orchestrated, it becomes a strategic asset to secure quality, control timelines, and ensure stakeholder buy-in.

Anticipation, rigorous structuring, and proactive management are the three pillars of successful acceptance testing. This approach involves not only technical teams but also business stakeholders and project governance, led by the project manager or the project management assistant. Beyond detecting defects, acceptance testing promotes user adoption and optimizes processes before production deployment. Discover how to turn this essential phase into a real performance lever.

Anticipate acceptance testing from the development phase

Preparing ahead for acceptance testing reduces the risk of delays and unforeseen issues. By planning early, you ensure resource availability and environment reliability.

This anticipation relies on early drafting of the acceptance test plan, mobilizing business teams, and setting up appropriate environments.

Acceptance test plan integrated into specifications

Incorporating the acceptance test plan drafting from the requirements definition helps formalize acceptance criteria. Each business need is accompanied by one or more precise test cases, detailing entry conditions, expected actions, and results to verify.

This early approach avoids ambiguities and late project redefinitions. It provides clear traceability between specifications and tests, simplifying validation and regulatory compliance when applicable.

Moreover, drafting the plan early allows for more accurate estimation of testing efforts and aligning milestones in the overall schedule, reducing uncertainty margins.

Coordinated mobilization of business teams

Availability of end users or business experts is often the bottleneck in acceptance testing. Planning their testing slots several weeks in advance secures their commitment and dedicated time.

It is advisable to schedule quick training sessions on the defect tracking tool and testing methodology. This enhances the quality of feedback and reduces the time needed to qualify the results.

A shared schedule among business leads, project managers, and testers ensures synchronized activities and quickly identifies any availability constraints.

Preparation of environments, data, and hardware

Stable, production-like testing environments are essential for reliable results. They should include realistic data sets and easily reproduce critical scenarios.

Implementing anonymized data or data masking on real information ensures test relevance without compromising sensitive data compliance.

Finally, anticipating hardware needs, cloud infrastructures, or software licenses prevents technical delays and access conflicts during the testing phase.

Example: A Swiss public organization developed its acceptance test plan during the specification phase, involving each business lead in defining tests. This approach reduced functional stabilization time by 30%, demonstrating that upstream anticipation accelerates production deployment while building stakeholder confidence.

Structure test cases to cover business processes

A methodical test structuring ensures exhaustive coverage of key processes and clear priority management.

Aligning with business workflows, prioritizing by criticality, and distinguishing test types are essential to optimize efforts and the value of acceptance testing.

Design test cases aligned with business processes

Test cases should reflect real usage and daily task sequences performed by users.

Involving business owners in designing these scenarios ensures tests cover critical issues and prevents perception gaps between business and IT teams.

This cross-functional approach strengthens user engagement and facilitates early detection of functional adjustment needs.

Prioritization by blocking, major, and minor criticality

Qualifying each test case by its impact on operations helps focus efforts on the most sensitive scenarios. A blocking issue will halt production deployment until resolved, while a minor impact can be scheduled for a later fix.

This granularity prevents test team overload and avoids accumulating false priorities. It also simplifies communicating testing status and enables rapid decision-making in steering committees.

A tagging or color-coding system in the tracking tool improves readability and accelerates issue sorting based on criticality.

Distinguishing functional, corrective, and regression tests

It is crucial to separate validation tests for new features, tests verifying defect resolutions, and regression tests. This distinction ensures that fixing one bug does not introduce side effects.

Each category has dedicated test suites and clear execution conditions. Regression tests are regularly re-executed at each release, ideally in an automated environment.

This approach enhances solution robustness and minimizes rollback risk during production deployment.

Example: A Swiss SME in the logistics sector structured its acceptance testing into three distinct streams: business validation, bug fixes, and regression. This organization cut post-deployment regressions by half, illustrating how clear test categories strengthen release stability.

{CTA_BANNER_BLOG_POST}

Manage the acceptance testing phase proactively

Rigorous management enables real-time progress tracking and resource adjustments based on indicators.

Tracking coverage rates, managing issues, and projecting a credible closure date are keys to controlled acceptance testing.

Progress tracking and objective indicators

Acceptance testing progress is measured by simple indicators: number of passed tests (OK), failed tests (KO), and functional coverage rate. These are updated daily in a centralized dashboard.

These metrics provide immediate visibility into testing health and flag risk areas. They inform the executive committee or project board and serve as a basis for any trade-off decisions.

An issue aging indicator, measuring time since ticket opening, also helps prevent bottlenecks before they become critical.

Controlled issue management and retest campaigns

Each issue must be qualified by severity, assigned to a technical owner, and prioritized in the backlog. The project manager ensures the pace of corrective deliveries aligns with retest cycles.

Short feedback loops between business testers and developers accelerate issue resolution and reduce misunderstandings.

Targeted retest sprints, scheduled from the start of testing, ensure each fix undergoes structured verification before being marked as closed.

Projecting a credible acceptance testing completion date

Based on progress indicators and pending issue pressure, the project manager regularly updates the estimated testing closure date.

This projection is adjusted according to available resources, severity of remaining tests, and readiness to switch to pre-production or production environments.

Proactive communication of potential delays to sponsors and stakeholders enhances transparency and limits end-of-cycle tensions.

Project manager posture and governance

The project manager or the project management assistant is responsible for the testing framework, cross-functional coordination, and milestone compliance.

Acting as a facilitator between business and IT is crucial to ensure sound decision-making and project alignment.

Coordinating and facilitating acceptance testing

The project manager organizes daily or bi-weekly stand-ups, bringing together testers, developers, and business leads.

Adapting between Waterfall and Agile methodologies

In Agile, acceptance testing relies on user story acceptance criteria and regular demonstrations at the end of each sprint. However, a global test repository remains necessary to guarantee coherence and coverage across the entire backlog.

Methodology choice does not exempt teams from structuring a clear acceptance testing phase, even if its pace and deliverables differ.

Continuous optimization of the acceptance testing phase

Acceptance testing is non-negotiable but optimizable. The project manager leverages lessons learned at the end of each project to improve processes, refine test case templates, and reduce coordination time.

Post-mortem reviews involving business, QA, and development identify potential gains: automating certain test suites, refining acceptance criteria, or adjusting resources.

This continuous improvement approach transforms acceptance testing into an evolving asset, enhancing IT project maturity and sponsor confidence for future initiatives.

Achieve project success through acceptance testing

Anticipating, structuring, and managing acceptance testing rigorously not only uncovers defects early but also promotes business adoption and enhances perceived quality by end users. An engaged project manager or project management assistant, controlled environments, and an appropriate methodology (Waterfall or Agile) form the foundation of effective acceptance testing.

Our Edana experts support Swiss companies in defining and implementing their acceptance testing phases, relying on a contextual, open-source, and modular approach, without vendor lock-in. We help orchestrate tests, track metrics, and ensure a smooth transition to production.

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 ecosystems 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
Featured-Post-Software-EN Software Engineering (EN)

LangGraph vs LangFlow: When to Code AI Workflows and When to Go Low-Code?

LangGraph vs LangFlow: When to Code AI Workflows and When to Go Low-Code?

Auteur n°3 – Benjamin

In an era where AI is democratizing, IT teams must balance flexibility with control. Structured workflows remain pillars for managing data completeness and quality, while agents promise agility decoupled from pure code.

This article draws on Liip’s experience and illustrates how to choose between LangGraph, a code-first framework for task graphs, and LangFlow, a low-code tool for rapid prototyping. Through concrete examples, discover how to align your technology choice with your business objectives—whether that’s robustness, iteration speed, or AI sovereignty.

Understanding the Useful Difference Between AI Workflows and Agents

AI workflows provide a predictable, controlled structure for critical processes. AI agents rely on flexibility, at the expense of reliability when data is imperfect.

AI Workflow: Structure and Reliability

An AI workflow is a sequence of deterministic steps defined at design time. Each node represents a specific task, from calling an API to processing a response. With validation loops and retry mechanisms, you can ensure each piece of data is correctly handled before moving on.

This approach is particularly well suited when data completeness is crucial—for example, regulatory reporting or automated billing processes. Behavior remains explainable because every path through the graph is known in advance.

By structuring steps and transition conditions, you minimize the risk of silent failures and can audit every transaction. Explicit control also allows you to integrate business validations, such as tolerance thresholds or cross-checks.

AI Agent: Adaptability and Uncertainty

An AI agent receives an overarching goal and a list of available tools. It decides in real time which action to take—whether calling a service, reviewing a document, or interacting with a database.

This method is valued for exploratory or loosely structured tasks, where a fixed sequence of functions would be too restrictive. The agent can react to unexpected events and choose the best tool for the context.

However, the lack of predefined structure can lead to erratic behavior, especially when input data is incomplete or poorly formatted. Errors may surface late—long after the agent has veered off an anticipated path.

Summary and Concrete Use Case

For an IT leader, the key question is whether governance of the processing chain outweighs flexibility. If quality depends on systematic validations, the rigor of a workflow will trump an agent’s agility.

An industrial equipment manufacturer needed to automate compliance checks on its parts. The agent-based approach generated too many false positives and lacked traceability. By adopting a workflow with recalculation loops and evaluation nodes, it cut its error rate by 30% while ensuring full process tracking.

This case demonstrates that beyond marketing rhetoric, the choice must hinge on your business requirements: rules, retries, and completeness versus exploratory agility.

When to Prioritize LangGraph: Maximum Control and Robustness

LangGraph offers a code-first framework to model your workflows as graphs, giving you total freedom. It’s ideal when complex business logic and data quality are strategic priorities.

Overview of LangGraph

LangGraph is an open source library for Python or JavaScript that lets you build task graphs. Each node can call an API, execute a Large Language Model (LLM), or evaluate results.

The graph structure enables explicit implementation of loops, conditions, and retry mechanisms. Everything is defined in code, giving you full control over execution flow.

This requires development expertise, but you gain complete traceability and explainability. Every transition is coded, testable, and versioned in your Git repository.

Case Study: Public Agency

A project for a government service aimed to answer questions about the legislative process without using a vector database or intrusive crawling. Client-side rendering made scraping impractical.

The solution was to describe all OData entities in the prompt, then ask the LLM to generate valid URLs. One node called the OData API, and an evaluator checked data completeness before producing a structured response.

If data was missing, the graph looped back to the API call without creating duplicates. This explicit loop would have been nearly impossible to implement cleanly with a conventional agent.

Best Practices and Limitations to Consider

LangGraph delivers maximum control but requires you to manage latency and explicitly handle every error path. The code can become complex if your graph has many branches.

There’s no automatic semantic search: prompts must be highly precise, and context variables rigorously defined. The prototype wasn’t intended for production, but it demonstrated stable quality and explainable behavior.

In summary, LangGraph shines when security, traceability, and robustness are non-negotiable and when you have developer resources to absorb complexity.

{CTA_BANNER_BLOG_POST}

LangFlow for Rapid Prototyping: Mastering Low-Code

LangFlow provides a web-based drag-and-drop interface to assemble workflows and agents without leaving the browser. It accelerates iteration while still allowing code where needed.

Overview of LangFlow

LangFlow isn’t no-code. It’s a low-code tool that lets you embed code within a visual interface. Components include LLM calls, custom tools, and modular sub-flows.

The environment features an editor for fine-tuning prompts and writing lightweight scripts, although it diverges from a traditional IDE like Git/Eclipse. Its advantage lies in rapid prototyping and swift collaboration between IT and business teams.

However, flows remain essentially linear, without true backtracking. Sub-flows used as tools can complicate debugging and introduce hidden dependencies.

Case Study: Internal Organization

A large institution wanted to automate transcription and summarization of meetings in Swiss German. The goal was to use a sovereign stack, without cloud or SaaS.

The LangFlow workflow involved uploading the audio file, calling Whisper for transcription, polling the API until completion, retrieving the text, and then passing it to the LLM for summarization. All components were hosted locally.

In a few clicks, a working prototype was ready for team testing. The tool proved reliable enough for internal use, with setup time under a day.

Challenges and Workarounds

The inability to revert to a previous step forced teams to duplicate nodes or create sub-flows as workarounds. This cluttered the diagram and reduced readability.

For more complex processes, they had to embed agents within LangFlow or offload code modules externally, which diluted technical coherence.

Thus, LangFlow remains ideal for quick proofs of concept and simple flows but shows its limits when business logic demands multiple validations and dynamic corrections.

Open WebUI: Towards a Sovereign Interface for Your Workflows

Open WebUI provides an open source platform to expose your workflows as a chatbot, supporting multiple LLMs and tools. It converts your graphs or flows into a user-friendly interface.

Open WebUI Features

Open WebUI delivers an experience similar to ChatGPT, but self-hosted. It accepts plugins, external tools, files, and multiple LLM models—local or cloud-based.

This UX layer makes workflows created with LangGraph or LangFlow accessible to business users through a comfortable entry point.

You can deploy Open WebUI on-premises, ensuring data sovereignty and avoiding vendor lock-in.

Example: Integration in a Government Administration

A government administration deployed Open WebUI to centralize legal FAQs powered by a LangGraph workflow. Internal agents can ask questions and see the exact path taken by each answer.

This transparency reassures users, particularly for regulatory inquiries. LangGraph’s robust workflows ensure data validity, while Open WebUI delivers a seamless experience.

Outlook for Sovereign AI

Layering Open WebUI onto your workflows paves the way for key business applications such as internal assistants or AI-enhanced customer portals.

By combining LangGraph for robustness, LangFlow for prototyping, and Open WebUI for UX, you create a modular, secure, and scalable ecosystem.

Master Your AI Workflows to Combine Control and Agility

Experience shows it’s not agents vs. workflows, but an arbitration between explicit control and iteration speed. Choose LangGraph when your use cases demand complex logic, intelligent retries, and full traceability. Opt for LangFlow when you need to prototype linear flows quickly or deploy low-criticality internal tools.

Agents still have their place in exploratory scenarios but should be framed within clear workflows. Open WebUI completes this toolkit by offering a sovereign product layer—accessible to business teams and aligned with your security constraints.

Our AI experts at Edana are here to help you define the optimal combination—from POC to sovereign deployment—always favoring open source, modular, and scalable solutions.

Discuss your challenges with an Edana expert

Categories
Featured-Post-Software-EN Software Engineering (EN)

Parametric Modeling: Transforming Historical Data into Forecasts (Costs, Schedules, Resources)

Parametric Modeling: Transforming Historical Data into Forecasts (Costs, Schedules, Resources)

Auteur n°3 – Benjamin

In an environment where uncertainty over scope and pressure on deadlines weigh heavily on IT and business departments, parametric modeling presents a pragmatic solution.

Based on statistical learning from historical data, it links input variables (functional size, complexity, data volume, daily rates, reuse, technology maturity, etc.) to outcomes (costs, durations, effort, risks). Rather than relying on isolated judgment, this approach produces a calibrated, traceable, and adjustable model. This article outlines its fundamentals, practical applications, integration into governance, and best practices for effective deployment.

Fundamentals of Parametric Modeling

Parametric modeling relies on statistical learning from historical data to connect drivers to results. This approach creates a calibrated model that enables transparent and adjustable estimates of costs, schedules, effort, and risks.

Key Concepts

At the core of parametric modeling are the “drivers”: functional size, level of technical complexity, data volume, applied daily rates, scheduling constraints, reuse rate, technology maturity. These input variables can be quantitative or qualitative, but they must be explicitly defined for each project.

Cost Estimating Relationships (CERs) constitute the statistical relationships that link these drivers to expected outcomes: financial costs, duration in person-days, and risk levels. These formulas can be simple (linear regressions) or more sophisticated (machine learning), depending on the richness of the available historical data.

Unlike isolated expert judgment, the parametric model ensures coherence and comparability. Each piece of historical data enhances the model’s reliability through structured data modeling, generating estimates based on observed trends rather than one-off intuition.

Calibration Process

Calibration begins with the collection and cleaning of historical data. Past projects are normalized according to the defined drivers, then scaled to correct for biases in volume or temporal pricing.

The choice of statistical methods depends on the database size: for a few dozen projects, a multiple linear regression may suffice; for several hundred, machine learning algorithms (random forests, penalized regressions) are optimal. Each model is evaluated using quality metrics (mean squared error, R²).

Validation includes cross-validation and P50/P80 indicators to measure the probability of meeting target estimates. These parameters ensure that the model is neither overfitted to history nor too broad for real-world cases.

Interpreting the Parameters

Each model coefficient translates into a quantified impact: an increase of one complexity point may add X person-days, while a data volume of N transactions may incur Y Swiss francs in development. This granularity enhances traceability and credibility of the estimate.

Sensitivity analysis examines how results vary with each driver. It identifies dominant factors and guides trade-offs (prioritizing reuse, limiting scope, adjusting daily rates).

Maintaining an assumptions register ensures that every change to a driver is documented at each iteration. This facilitates successive adjustments and auditability of the presented figures.

Example: A Swiss public sector organization calibrated its model using 25 past projects, incorporating user volume and integration complexity. This case showed that sensitivity analysis on reuse rate reduced the gap between initial estimate and final cost by 30%, bolstering the steering committee’s confidence.

Practical Applications in Software Project Estimation

Parametric modeling accelerates initial estimates for software projects even when scope is unclear. It provides a comparable framework for evaluating different scenarios and making IT investment decisions.

Rapid Estimation during Initiation

When only the project’s broad outlines are defined, the parametric model produces a ROM (Rough Order of Magnitude) within hours. Key drivers are filled in at a macro level, and the model delivers a cost and duration range.

This speed enables preliminary business cases for steering committees or sponsors without waiting for complete specification details.

Comparing initial ROM with final outcomes feeds a continuous improvement loop for the model and reduces uncertainty in IT tender processes or preliminary trade-offs.

Scenario Comparison through Sensitivity Analysis

By varying drivers (e.g., reuse rate, number of features, technology maturity), multiple scenarios can be generated: P50, P80, P90 according to tolerated risk levels.

Monte Carlo simulation provides a probabilistic distribution of costs and schedules, making the likelihood of overruns explicit for each scenario.

This approach equips steering committees to choose a budget coverage level aligned with business stakes and the organization’s risk appetite.

Continuous Recalibration throughout the Project

After each milestone (end of sprint, end of phase), actual data (real hours, reuse rate, actual complexity) are fed back into the model. The forecast is then automatically updated.

This feedback loop reduces mid-stream drift and improves the model’s accuracy for subsequent program phases.

Recalibration contributes to a systematic reduction in variance between estimates and actual costs, reinforcing the defensibility of the expenditure plan.

Example: A Swiss retail ERP SME used sprint-by-sprint recalibration to reduce the average gap between forecast and actual by 25% in a multi-country rollout. This case demonstrates the value of a living, rather than static, model.

{CTA_BANNER_BLOG_POST}

Integration into Portfolio Governance and the PMO

The parametric model integrates into portfolio governance processes to standardize estimates and manage risks. It provides traceable data for PMO auditing and reporting.

Alignment with the Project Portfolio

Model-derived estimates feed into the digital roadmap, comparing expected costs and durations with each project’s strategic impact.

This facilitates prioritization by providing consistent cost/benefit ratios based on explicit assumptions.

Visibility into resource and budget trade-offs is greatly enhanced, supporting more agile portfolio management.

Traceability and Auditability

Every assumption and adjustment is recorded in an assumptions register. Auditors can trace each parameter back to its origin and justification.

In internal or external audits, it is sufficient to review the calibration point to demonstrate the consistency of estimates.

This builds confidence among finance departments and regulatory stakeholders in the integrity of the estimation processes.

Standardizing Estimation Workflows

Deploying dedicated tools (Excel add-ins, open-source SaaS platforms, internal BI) standardizes driver entry and automatic report generation.

Defining templates and document models ensures all teams use the same parameters and reporting formats.

Periodic review cycles update drivers and share lessons learned to continually improve the framework.

Example: A major Swiss insurance company rolled out a centralized parametric platform across its 12 cost centers. This case illustrates how standardizing workflows reduced total estimation time by 40% and homogenized estimate quality.

Best Practices for Deploying a Parametric Estimation Framework

A rich, structured historical database is the cornerstone of a reliable parametric model. Governance of assumptions and team buy-in ensure the framework’s effectiveness and sustainability.

Building the Historical Database

The first step is collecting all data from past projects: actual costs, durations, functional and technical volumes, and effective daily rates.

Normalizing data (time units, currency, scope) facilitates comparisons and avoids conversion biases.

Then, each project is categorized by type (custom development, integration, evolutionary maintenance) to enable dedicated, more precise sub-models.

Example: A Swiss manufacturing company structured its historical database over 50 projects, segmented by technology and business criticality. Data cleansing reduced average error by 20% in initial parametric estimates.

Establishing an Assumptions Register

Each model driver must be accompanied by a documented assumption: source of the value, conditions of application, and validity ranges.

The assumptions register evolves with each calibration, with versioning to track changes.

This ensures consistency of estimates across iterations and facilitates explanation of differences between successive estimate versions.

Training and Adoption by Teams

Awareness workshops introduce the principles of parametric modeling, its benefits, and the limitations of the statistical approach.

Coaching on tools and best practices, reinforced by enterprise-scale agile transformation methods, fosters framework adoption by PMOs, estimation managers, and project managers.

An internal governance body (estimation committee) ensures adherence to the reference framework, analyzes feedback, and periodically updates drivers.

Example: A Swiss telecom operator trained its PMO teams over three months. This case demonstrates that human support is essential for the model to be fed regularly and used sustainably.

Turn Your Estimates into Controlled Forecasts

Parametric modeling provides a robust framework for generating fast, comparable, and defensible estimates, even in the absence of a fixed scope. By mastering the fundamentals, applying it during initiation and monitoring phases, and integrating it into portfolio governance, organizations reduce uncertainty and optimize program management. Best practices—building a historical database, maintaining an assumptions register, and training—ensure the framework’s reliability and longevity.

If you face challenges in estimating your software projects or digital transformation, our experts are available to co-create a parametric model tailored to your context and maturity level. Together, let’s transform your historical data into controlled forecasts.

Discuss your challenges with an Edana expert

Categories
Featured-Post-Software-EN Software Engineering (EN)

Successful Technical Migration: Why Projects Go Off Track and How to Truly Master Them

Successful Technical Migration: Why Projects Go Off Track and How to Truly Master Them

Auteur n°16 – Martin

The technical migration is far more than a simple version change: it is a strategic operation that influences the stability, security, and innovation capacity of your information system for years to come.

Too often relegated to a secondary project, it faces organizational, skill, and governance challenges that, if not anticipated, turn every decision into a ticking time bomb. Whether you are replacing an obsolete framework or crossing a major milestone, the traps remain the same: unassessed debt, lack of standards, architectural drift, and absence of tests. In this article, discover how to plan, structure, and steer your migration to make it a performance lever rather than a complexity abyss.

Anticipating Complexity: Strategic Planning and Organizational Challenges

The success of any technical migration relies on a clear vision of scope and business challenges. Without detailed mapping and organizational alignment, the project quickly goes off track.

Mapping the Current Environment

Before launching a migration project, it is imperative to conduct a comprehensive audit of the IT ecosystem. This process includes inventorying software components, data flows, and cross-dependencies linking your applications. By precisely identifying each component and its role, you avoid surprises related to overlooked modules or undocumented layers that could break the deployment.

In a mid-sized industrial company, a preliminary audit revealed over thirty independent services not aligned with the governance framework. These disparate components were hosted on different clouds and had never been updated centrally. This example shows that rigorous mapping can reduce the preparation phase by 40% and anticipate friction points before any coding begins.

Upstream mapping also guides project prioritization, distinguishing between core business elements and cross-functional features. You thus identify critical areas that require priority attention—such as external APIs or the authentication system—and build a realistic workload plan for your teams.

Assessing Accumulated Debt

The accumulation of technical debt manifests as fragile code, insufficient tests, and rigid architectures. A systematic evaluation of existing debt allows you to include not only the framework update in the migration scope but also the cleanup and refactoring of obsolete modules. This step, often seen as a luxury, becomes a risk buffer and a key success factor for subsequent phases.

Evaluating accumulated debt also involves linking each debt item to a business or regulatory impact. Rather than blindly fixing all legacy code, you focus on areas that threaten operational continuity or compliance with standards. This approach ensures a clear return on investment and facilitates stakeholder buy-in.

Aligning Migration with Business Goals

Every migration must be viewed as a strategic lever, not just a technical constraint. To achieve this, translate IT challenges into business benefits: reduced time-to-market, improved resilience, or enhanced cybersecurity. This shared language facilitates executive alignment and secures coherent budgets.

Finally, establishing shared metrics (test coverage rate, average deployment time, number of incidents) during planning enables objective progress tracking. These metrics become the project dashboard and ensure enlightened governance throughout the migration.

Embracing a Modular Architecture and Leveraging Automation

Modern migrations rely on decoupling and automated tools to limit risks and accelerate deliveries. Industrializing refactoring becomes as crucial as the architecture design itself.

Micro-Frontends and Functional Decoupling

Adopting a modular architecture—through micro-frontends or backend-for-frontend patterns—reduces the impact of changes on the overall platform. Each team can deploy its updates independently without fear of affecting critical areas. This autonomy increases velocity and limits end-to-end testing phases to the relevant scopes.

A financial services provider split its client application into four micro-frontends, each managed by an autonomous squad. The result: deploying a new payment interface now requires only three hours of targeted testing, compared to two days previously. This example demonstrates that decoupling drastically reduces validation time and secures the information system.

However, the level of decoupling must remain contextual: it stresses the overall architecture and requires a robust CI/CD infrastructure. Calibration of fragmentation should match team maturity and operational constraints to avoid unnecessary complexity.

Automated Refactoring Tools

Tools such as OpenRewrite or codemods enable structural transformations in hours that would take weeks manually. These automations identify obsolete patterns, replace deprecated APIs, and adjust framework configurations. Automation ensures consistent changes and quick feedback through unit and integration tests.

Beyond tools, correctly configuring pipelines and scheduling spot reviews to validate automated replacements is essential. The combination of automation and human expertise minimizes regressions and establishes a repeatable migration cycle.

Smart CI/CD and Contract Testing

A migration is only valuable if accompanied by delivery industrialization. CI/CD pipelines must orchestrate unit tests, integration tests, and contract tests for each migrated segment. Service contracts ensure every change remains compatible with consumers without the need for extended manual testing.

An e-commerce platform that migrated to a modular architecture integrated contract tests between its order microservice and the front end. Since then, each deployment triggers automatic data format validations, eliminating API errors that previously cost an average of three hours of debugging per incident. This example shows the effectiveness of contract testing for streamlining team collaboration and maintaining constant quality.

Finally, implementing continuous reporting on test coverage and build status allows for early detection of deviations. This level of control is essential to prevent new forms of technical debt from accumulating during migration.

{CTA_BANNER_BLOG_POST}

Fostering Cross-Functional Communication and Clear Governance

Migration is a collective endeavor requiring coordination among the IT department, business units, and development teams. Flexible yet structured governance ensures fast, informed decisions.

Decision Bodies and Dedicated Committees

Organizing a regular decision-making body that includes IT leadership, the CTO, business managers, and architects is crucial for negotiating technical trade-offs. This committee should track progress, adjust priorities, and validate strategic choices. Decision-making thus becomes transparent and shared, avoiding cascading delays through controlled change management.

The key to these committees is fluid communication and disciplined action tracking. Each meeting should produce a clear action plan, precise deadlines, and an assigned owner for each task.

Living, Shared Documentation

Centralized, continuously updated documentation is the backbone of team communication. Whether specifications, architectural diagrams, or deployment guides, every piece of information must be accessible and understandable. This living repository prevents duplicated efforts and enables newcomers to ramp up quickly thanks to intelligent documentation.

To maintain this documentation, it is recommended to assign a technical writer to each team and enforce an update milestone after each sprint. This process ensures documentation always reflects the code’s current state.

Education and Skill Building

The success of a migration depends on building team expertise in the adopted technologies. Training sessions, pair programming, and code review workshops are essential for disseminating best practices. This educational approach improves deliverable quality and empowers every project member.

Managing Risks and Strengthening Team Capabilities

Implementing a risk management strategy and backup mechanisms is essential to avoid costly rollbacks. Skill development and proactive supervision ensure stability.

Rollback Strategy and Backups

A clear rollback strategy, paired with frequent backups, protects against the impact of a faulty new version. Every deployment should include a documented fallback plan with automated checkpoints. This measure reduces production anxiety and ensures operational continuity in case of regression, thanks to proactive risk management.

It is also recommended to integrate restoration tests into your pipelines, simulating a rollback to verify that all data and configurations are preserved. This practice guarantees procedure reliability in real-world scenarios.

Continuous Training and Pair Programming

Continuous training keeps teams up to date on the frameworks and tools adopted during the migration. Pair programming sessions foster best practice sharing and strengthen cohesion. This collaborative approach reduces code knowledge gaps and creates a homogeneous skill base.

Proactive Monitoring and Alerting

Real-time monitoring and proactive alerting are essential for detecting anomalies immediately after deployment. Implement dashboards monitoring key performance indicators and triggering notifications on deviations to ensure maximum responsiveness. This continuous surveillance prevents minor incidents from escalating into major outages.

Business metrics, such as conversion rate or perceived response time, should complement technical indicators to provide a holistic view of platform health. This dual technical and business approach strengthens your system’s robustness.

Transform Your Migration into a Performance Accelerator

A well-orchestrated technical migration becomes a powerful catalyst for agility, security, and long-term stability. By planning strategically, adopting a modular architecture, automating refactoring, establishing collaborative governance, and managing risks, you build a truly scalable information system. Real-world examples show these best practices reduce incidents, accelerate deliveries, and enhance user satisfaction.

Whether your migration project is still in the planning stage or well underway, our experts are here to guide you, adapt best methods to your context, and turn your transformation into a competitive advantage. Let’s discuss your challenges and develop a tailored roadmap to maximize your technology ROI.

Discuss your challenges with an Edana expert

PUBLISHED BY

Martin Moraz

Avatar de David Mendes

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.

Categories
Featured-Post-Software-EN Software Engineering (EN)

How Much Does Maintaining Legacy Software Cost?

How Much Does Maintaining Legacy Software Cost?

Auteur n°4 – Mariami

Software that has been in place for decades may seem to run at no extra cost, but its operation and evolution incur expenses that are often invisible. The historical investment in its development masks a total cost of ownership (TCO) that rises every year, draining budget and resources. This article sheds light on these hidden charges, illustrates their impact in Swiss industry, and offers a pragmatic analysis to help you decide when it’s time to modernize.

Hidden Costs of Legacy Software

A system already in place is not a free asset—it generates hidden costs as soon as you start operating it. Every hour spent fixing or adapting it increases the total cost of ownership without ever alerting the budget.

Understanding a Code Monster

Diving into a codebase accumulated over several decades is a daunting task. Interdependent functions, disparate conventions, and outdated comments weigh down analysis speed. Every change carries a risk of regression that must be detected and tested manually, significantly extending delivery times and requiring teams to refactor code.

The time a developer spends identifying the impact of a simple bug fix on the entire system can be measured in dozens—or even hundreds—of hours. This bottleneck slows down all ongoing projects and systematically pushes new development to the back burner. Teams end up spending an increasing portion of their time understanding the old code rather than adding business value.

Within IT departments, this phenomenon is often perceived as inevitable and unbudgetable, reinforcing the notion that “everything is under control as long as nothing breaks.” Yet this illusion is costly for organizations in terms of both responsiveness and productivity.

Overruns from Recurring Changes

Adding a feature or fixing a bug in aging software becomes progressively more expensive. Every new request requires verifying infrastructure, checking dependency versions, and assessing impacts on related modules. Test cycles lengthen and multiply because legacy platforms often lack modular architectures and automated testing.

The principle of software obsolescence applies fully here: the longer updates are postponed, the more each hour of development costs. It’s not just the developer’s hourly rate that climbs—it’s also the time spent coordinating, documenting, and testing that blows budgets out of the water. In the long run, you end up spending more on maintenance than on new development.

Underestimating these overruns leads to overestimating an organization’s capacity to innovate and delays decision-making on the need to refactor or modernize the existing system.

Example from a Swiss Industry Group

In a large Swiss industrial group, a business application had accumulated nearly one million lines of code and about 20,000 development hours. No major incidents had occurred for years, which fed the belief that there was no problem. Yet each small enhancement took three times longer than a brand-new development.

This case shows that the absence of downtime is not an indicator of good technical health. Critical knowledge resided with two veteran developers, making every change risky. Lead times grew and human dependency stifled any automation strategy.

By quantifying these delays and identifying bottlenecks, the executive board ultimately measured annual hidden costs exceeding 15% of the IT budget—costs that never appeared as such in financial reports.

Annual Hidden Costs of Legacy Software

Beyond the historical investment, an old system incurs maintenance, hosting, and risk-management fees every year. These invisible costs weigh heavily on the operational budget.

Corrective and Evolutionary Maintenance

Every user-reported ticket leads to root-cause analysis, a correction phase, and then a battery of tests. In a poorly structured legacy system, a simple patch can require updating multiple old modules and revising their technical documentation.

The real cost of a simple fix often exceeds three times that of a clean implementation on a modern platform. Validation cycles trigger multiple back-and-forths between business units, QA, and development, degrading team efficiency and extending time to production.

These maintenance costs accumulate over twelve months and eventually represent a major portion of the IT budget—often without their root causes ever being clearly identified.

Dependence on Key Skills

The expertise required to evolve a legacy system frequently resides in a small number of people. When a key contributor is unavailable, projects stall. Onboarding newcomers can take hundreds of hours before they reach partial productivity.

This fragility heightens operational risk: a prolonged absence or unexpected departure can block strategic enhancements or delay security patches. Internal SLAs suffer, and business units experience slower delivery.

By relying on undocumented know-how, the company loses the ability to redistribute workloads and to build an agile IT roadmap.

Security, Hosting, and Compliance

An aging stack often includes obsolete or unmaintained components, opening the door to critical vulnerabilities. Security updates require extensive testing, sometimes incompatible with the existing architecture.

From a regulatory standpoint, compliance standards tighten every year. Audits demand proof of patch management, encryption, and access traceability. For a legacy system, meeting these requirements often means overprovisioning hosting or adding security layers—driving up cloud and hardware bills.

TCO calculations must therefore include these aspects to reveal an annual operational cost far higher than initial licenses or server charges alone.

{CTA_BANNER_BLOG_POST}

When Modernization Becomes a Profitable Investment

Assessing the real value of legacy software—not based on its historical cost but on its future maintenance expense—shifts the perspective on modernization. A targeted refactor can be two to three times cheaper than the annual cumulative billing.

Diagnostic Phase and Asset Inventory

The first step is to map the application: list critical modules, evaluate test coverage, and identify technical debt. A focused audit highlights the most expensive areas to maintain and the biggest productivity gains.

Based on this diagnosis, components are ranked by business impact and operational risk. This prioritization focuses efforts on the most profitable modernization targets first, ensuring a rapid return on investment.

By producing a quantified inventory, the decision to modernize moves from a vague impression to a fact-based analysis—making modernization a strategic choice rather than a budgetary option.

Progressive Modernization Strategies

Refactoring doesn’t necessarily mean rebuilding from scratch. You can adopt a hybrid approach: extract 30% of the legacy code into a modular architecture while keeping the rest under supervision.

Microservices dedicated to critical features enable modern API integration, continuous deployment, and scalability based on real-world load and enable continuous deployment.

An agile project governance model—built on short sprints and regular demos to business stakeholders—ensures buy-in and continuous priority adjustments, maximizing the business impact of each iteration.

Measurable Gains and Future Outlook

A Swiss manufacturing company modernized 35% of its legacy system in under six months. It reduced its estimated annual TCO by 20%, doubled its capacity to deliver new features, and strengthened its security posture.

This example shows that an investment of CHF 1 million to 1.8 million—about one-third of the historical spend—can turn a technical drag into an innovation driver. Direct savings add to automation capabilities and AI exploitation on finally structured data.

In the long term, the modernized system serves as an evolving foundation, paving the way for new digital initiatives without restarting the technical-debt cycle.

Preparing for Modernization: Trade-Offs and Best Practices

Every modernization project must rest on clear governance, alignment between business units and IT, and context-appropriate technology choices. Contextual expertise always outweighs a one-size-fits-all recipe.

Business and Finance Alignment

Involving finance, business units, and IT from the scoping phase ensures visibility into costs and expected benefits. Building a clear business case grounds the decision in concrete figures rather than intuition.

It’s essential to quantify recurring savings, productivity gains, and reduced operational risks. This trade-off planning helps set priorities and secure multi-year budgets.

A shared roadmap avoids surprises and supports iterative funding, ensuring the project continues after each successful pilot phase.

Contextual Technology Choices

Opting for proven, modular open-source components limits vendor lock-in. Modern, non-blocking, typed frameworks ensure maintainability and high-load performance.

Choosing microservices versus modular monolith and an event-driven architecture offers fine-grained scalability and decoupled responsibilities. Teams retain the flexibility to absorb future business and technological changes.

Every choice should be validated by a proof of concept aligned with a real use case, ensuring the selected solution truly meets the organization’s needs.

Agile Governance and Continuous Steering

Implementing a monthly follow-up process that brings together IT, business stakeholders, and external parties allows you to re-evaluate priorities and adjust the roadmap. This iterative approach prevents budget overruns and delays decisions when necessary.

Integrating dashboards to track technical debt and modernization progress makes it possible to measure advances and demonstrate early benefits.

A culture of technical and business feedback fosters buy-in and ensures each modernization step remains focused on value creation.

Turn Your Legacy Software into an Innovation Lever

The true cost of legacy software is not what it cost to build, but what it costs to maintain and how it holds you back today. By quantifying its hidden charges and planning a phased modernization, you transform this asset into a solid foundation for automation and AI.

Our experts support every step, from diagnostic to CI/CD pipeline industrialization via our Data Pipeline Guide, as well as in choosing architectures and open-source technologies tailored to your context.

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 ecosystems 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
Featured-Post-Software-EN Software Engineering (EN)

Web Architecture: The Invisible Choice That Determines Costs, Speed, and Scalability

Web Architecture: The Invisible Choice That Determines Costs, Speed, and Scalability

Auteur n°4 – Mariami

In a context where execution speed and adaptability are at the core of business challenges, web architecture positions itself as a major strategic decision, not merely a coding matter. Behind every model choice – monolith, microservices, serverless – lies the future balance between delivery speed, evolution costs, reliability, and the capacity to handle growth.

A misaligned direction, even subtly set at the outset, can turn into a bottleneck when the business needs to ramp up.

Web Architecture: An Irreversible Strategic Lever

The architecture choice defines the pace and scope of innovation. It permanently shapes costs and team structure.

Impact on Time-to-Market

The chosen architecture directly influences initial development speed. A simple, centralized model allows you to push an MVP faster, while a distributed approach requires more coordination and tooling efforts.

Evolution and Maintenance Costs

An architecture that is too fragmented from the outset multiplies the failure points to maintain. Each independent service or front-end component demands dedicated deployment, monitoring, and security resources.

Conversely, an overly large monolithic model may require oversized hardware or cloud instances as usage grows, leading to high infrastructure bills without the possibility of granular optimization.

Over 3 to 5 years, these trade-offs affect operational costs and the budget allocated to innovations. Organizations must align their financial forecasts with the technical trajectory to avoid accumulating costly technical debt.

Growth Handling Capacity and Reliability

Scalability is not just a matter of server power: it depends on the architecture’s ability to distribute load and isolate failures. Without this design, a traffic spike quickly leads to a degraded user experience.

An online services SME experienced a connection overload during a marketing campaign. Its monolithic application saturated the database, causing 30 minutes of downtime and lost opportunities. This incident highlighted the importance of a clear separation between business logic and request load.

Robustness under load becomes a credibility argument for large enterprises and investors, who scrutinize absorption capacity and incident tolerance before committing.

Aligning Your Backend with Your Product Ambitions

Each backend model offers a compromise between initial simplicity and scalability. The right balance depends on usage scenarios and internal organization.

Monolithic: Fast Startup

A single-codebase monolith offers the advantage of quick setup and easier holistic understanding. Teams collaborate on the same repository and deploy everything in a single bundle.

This model is ideal for narrow-scope products where fine-grained scalability and transactional responsibilities are limited. It allows you to focus QA efforts and simplify the CI/CD pipeline.

In a proof of concept or tightly scoped MVP phase, the monolith limits startup costs and accelerates feedback. However, it reveals its limits as the codebase grows and deployment granularity becomes critical.

Microservices: Granularity and Resilience

Microservices break down key functionalities into autonomous, independently deployable services. This modularity offers fine-grained scalability and increased resilience, as an isolated failure does not affect the entire system.

Implementing inter-service communication via API or an event bus, however, requires more complex monitoring and version management tooling. Distributed dependencies call for stronger governance and testing practices.

A SaaS company chose to isolate its notification module into a standalone microservice. This approach allowed it to increase message volume fivefold without impacting core business logic, demonstrating the value of targeted decomposition for handling variable loads.

Serverless: Flexibility and Pay-as-You-Go Costs

Serverless offers event-driven functions hosted by a cloud provider, with automatic scaling and pure pay-as-you-go billing. Server abstraction simplifies operational maintenance.

This approach proves relevant for sporadic processing, workflow orchestration, or event-driven backends. It reduces costs associated with idle instances and offers very high availability.

However, serverless complicates distributed debugging and creates strong vendor lock-in. Long-running or stateful business logic can become costly or less efficient in a fully stateless environment.

{CTA_BANNER_BLOG_POST}

Structuring Your Frontend for Performance and SEO

The choice of frontend model influences user experience and product visibility. Its impacts range from raw performance to search engine optimization.

Single Page Application (SPA)

The SPA delivers a seamless interface with instant transitions and no full page reloads. It meets expectations for rich interactions and complex usage scenarios.

However, managing SEO and initial load times becomes critical. You need to implement server-side rendering or pre-rendering to preserve indexability and user experience on first load.

Technologies like React or Angular are often favored, but their configuration and bundling directly affect perceived speed and Core Web Vitals scores—essential for maintaining competitiveness in search rankings.

Multi-Page Application (MPA)

The MPA model uses traditional page-based navigation, offering more straightforward SEO and inherent robustness. Each view is generated server-side or via hybrid frameworks.

MPAs suit institutional websites, information portals, or content platforms where SEO and consistent analytics matter more than real-time interactions.

Deployment simplicity and session management occur without complex overlays, making maintenance easier for organizations less focused on “complex UX” but concerned with visibility and performance.

Progressive Web App (PWA)

The PWA combines the best of web and native mobile: offline capabilities, push notifications, and home screen installation. It offers a cost-effective alternative to a native app.

Thanks to a service worker and caching strategies, PWAs enhance resilience under unstable network conditions and provide a consistent experience across all devices.

For an e-commerce player, the PWA reduced cart abandonment by 40% during poor mobile connections, demonstrating its direct impact on conversion and satisfaction without developing dedicated iOS/Android apps.

Micro-Frontend for Multiple Teams

Micro-frontend segments the UI into autonomous functional domains, each managed by a separate team and deployed independently. It brings flexibility to release cycles.

This approach avoids merge conflicts and allows adopting specific frameworks or stacks according to business needs. It fosters visual consistency through shared design systems.

In large modular portals, micro-frontend partitioning makes it easier to evolve complex sections without impacting the rest of the site, while ensuring a consistent user experience.

Deciding Beyond Trends: Principles for a Sustainable Choice

Architecture must first serve the product vision, not follow it blindly. Simplicity and resilience are competitive advantages.

Architecture in Service of the Product

The starting point for any decision should be the criticality of business processes, anticipated traffic, and the frequency of functional changes. The architecture should adapt to objectives, not the other way around.

A preliminary scoping study identifies tension points (critical components, regulatory constraints) and aligns technical priorities with the expected ROI.

During the discovery phase, evaluating usage scenarios steers you toward monolith, microservices, or serverless—not as a trend, but based on a shared business and technical diagnosis.

Simplicity and Readability

A streamlined architecture reduces onboarding time for new hires, decreases the bug surface, and lowers maintenance costs. Each layer should have a clear responsibility.

Adopting proven patterns (hexagonal, domain-driven design) and limiting the number of frameworks helps manage complexity without sacrificing modularity.

A startup that chose a minimalist foundation reduced its developer onboarding time from 4 weeks to 10 days, optimizing team productivity.

Lightweight Architecture Doesn’t Mean Fragility

Starting with an over-engineered system too early is often riskier than a minimal viable foundation. Lightweight and modular solutions can offer better scalability than a sprawling design from the start.

Partitioning services or modules based on concrete needs avoids deploying unnecessary components. The “YAGNI” (“you aren’t gonna need it”) rule applies at the architecture level.

This agile approach reduces technical debt and eases pivoting when business priorities change, without major refactoring costs.

Embedded Observability and Resilience

A good architecture anticipates monitoring and incident handling: structured logs, real-time metrics, and centralized dashboards.

Failure isolation and retry or circuit breaker mechanisms ensure fault tolerance without systematic manual intervention.

An IT operator at a public institution reduced recovery times by 70% after incidents by deploying native observability, demonstrating its impact on availability and user trust.

Build an Aligned Architecture to Accelerate Your Innovation

The choice of web architecture is not a trend-driven decision: it’s a lever for cost control, time-to-market, and scalability. By evaluating the trade-offs between monolith, microservices, serverless, and front-end strategies (SPA, MPA, PWA, micro-frontend) against product objectives and business criticality, you can limit structural debt and position your application for sustainable growth.

By applying principles of simplicity, modularity, and observability from the scoping phase, you build a robust, scalable, and secure technical foundation—a true accelerator of performance and innovation.

Our experts are available to define the architecture best suited to your ambitions and support you in its implementation, from diagnosis to execution.

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 ecosystems 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
Featured-Post-Software-EN Software Engineering (EN)

Estimating a Complex Software Project: A 10-Step Method for Reliable Decisions

Estimating a Complex Software Project: A 10-Step Method for Reliable Decisions

Auteur n°4 – Mariami

Complex software projects, whether a custom ERP, an integrated business platform, or a technically sophisticated SaaS solution, often experience significant budget variances. These overruns are not due to development failures but to overly fragile initial estimates.

Adopting a rigorous, traceable, and defensible approach is essential to secure business decisions, whether addressing CAPEX/OPEX trade-offs, resource planning, or contractual negotiations. This 10-step checklist formalizes best practices for producing a reliable estimate that can withstand executive scrutiny, internal audits, and delivery realities.

Define the Scope and Clarify the Budget

Establishing a clear foundation avoids hidden risks and later misunderstandings. Distinguishing between types of estimates ensures an approach tailored to each decision-making phase.

1. Clarify the Why Before the How Much

The estimate must first meet a specific objective: provide a Rough Order of Magnitude (ROM, ±30%), a formal contractual commitment, or an Estimate at Completion (EAC). Without this distinction, the same figures cannot apply both to an internal assessment and to a solid proposal for an executive committee.

In practice, confusing these levels creates misunderstandings among IT departments, finance departments, and service providers, leading to frequent budget revisions. It is therefore crucial to specify from the outset the purpose of the estimate, the expected level of accuracy, and the acceptable margins.

For example, a Swiss financial services company responding to an ERP tender initially submitted a ROM without clarifying that it was non-binding for the vendor. During the budget review, the stakeholders expected a firm commitment, resulting in the proposal’s rejection and the project’s postponement.

2. Establish an Explicit Technical Baseline

A reliable estimate relies on a precise technical definition: target architecture, functional scope, integration constraints, and assumptions about existing systems. Any undocumented element becomes a potential risk and may lead to latent additional costs.

Formalizing these elements in concise documents validated by stakeholders locks down the framework and reduces uncertainties. This baseline then serves as the reference throughout the project, from contractualization to management.

An industrial manufacturer transitioning from an on-premise solution to a cloud platform neglected to list its production machinery interfaces. Midway through, integration required an additional month of studies and doubled the budget to ensure compatibility.

3. Gather Actionable Data, Not Intuitions

Estimates based on intuition expose you to major variances. It’s better to rely on the history of similar projects, productivity benchmarks, and documented assumptions. Every figure must be justified by a source or calculation.

By systematically recording time spent, recurring tasks, and complexity levels encountered, you create an internal reference repository that can be reused and refined with each new project. This traceability becomes a powerful argument when dealing with executives or auditors.

Relying solely on intuition led to underestimating testing and load-testing time by 40%. The schedule was pushed back by three months, incurring contractual penalties.

Measure and Model Size and Risks

Software size is the primary driver of cost, far more than the estimated person-days alone. Building a quantitative reference and integrating risks as variables protects against the unexpected.

4. Estimate Software Size, Not Just Time

Functional or technical volume—defined by new development, reuse, modification, legacy, or commercial off-the-shelf components—is the true cost driver. A function point approach, weighted user stories, or simple complexity metrics can objectify this size.

Quantifying each module or macro-feature precisely yields a level of granularity that limits variances and facilitates management. This metric also serves as the basis for tracking progress during delivery.

5. Build a Quantitative, Defensible Baseline

A solid baseline answers the question: “Why does this project cost this amount and not 20% less?” It comes from a quantified model where each item (analysis, development, testing, infrastructure) is detailed and linked to a specific metric.

This process requires making explicit the productivity rates used, complexity coefficients, and margins applied. Every assumption must be documented so it can be reviewed or challenged transparently.

6. Integrate Risk as a Variable, Not an Excuse

Identified risks must either be included in the estimation model with a weighting factor or explicitly excluded and assumed by the client. This distinction prevents perpetual responsibility shifts onto the delivery team.

Mapping major risks (technological, human, organizational) and assigning a probability or additional cost factor produces a defensible estimate. In the contractual phase, you can then choose a mitigation plan or allocate a dedicated contingency budget.

{CTA_BANNER_BLOG_POST}

Validate and Turn into an Execution Plan

Consistency between productivity, staffing, and schedule must align with organizational reality. Turning the estimate into an operational plan makes the figures immediately actionable.

7. Validate Overall Consistency

The estimate is not just a cost; it must be contextualized with internal resource capacity, skill availability, and global scheduling constraints. A mismatch between the theoretical model and staffing reality can cause delays or increased external rates.

A joint review between IT, project managers, and service providers helps verify workload plausibility, adjust profiles, and ensure no critical availability windows are overlooked.

8. Turn the Estimate into an Execution Plan

A useful estimate breaks down into milestones, detailed staffing, and a roadmap of upcoming decisions. Each interim delivery should correspond to a verifiable outcome, associated cost, and a precise timeline.

This approach supports incremental management, offers clear visibility into progress, and enables scope or priority trade-offs without jeopardizing the overall budget.

9. Document to Build Knowledge

Each estimate becomes an asset when documented and archived in an internal repository. Identified variances and lessons learned form a continuous improvement base.

By analyzing feedback, you can refine productivity benchmarks, adjust complexity ratios, and gradually reduce safety margins while strengthening commercial credibility.

Continuous Project Monitoring and Adaptation

A fixed estimate quickly loses value once the project begins. Ongoing tracking, comparing forecasts to actuals, ensures budget control.

10. Daily Monitoring and Variance Management

Throughout delivery, it is essential to regularly compare actual person-days consumed and deliverable volumes against initial forecasts. Variances must be analyzed, explained, and reallocated within the schedule or budget.

Weekly check-ins supported by a simple yet comprehensive dashboard allow you to detect deviations early and implement corrective measures before financial impacts become significant.

Change Management and Trade-Offs

Change requests during the project are inevitable. They should be handled via a formal change process, with additional estimates or adjustments using uncommitted options.

By structuring these trade-offs, you maintain decision traceability, preserve budget alignment, and keep stakeholders and management informed in real time about the impact of changes.

Continuous Improvement and Knowledge Building

Throughout delivery, every adjustment, estimation error, and success should be recorded. These experiences feed the estimation repository and improve the accuracy of future assessments.

A consulting firm, after evaluating and managing three projects using this method, reduced its average estimation lead time by 20% and improved internal satisfaction thanks to greater budget visibility.

Rigorous Estimates for Controlled Software Projects

By applying this 10-step method—from clarifying objectives to continuous adaptation during delivery—you secure investment decisions, CAPEX/OPEX trade-offs, and IT credibility with finance departments. You achieve a traceable, defensible, and immediately actionable estimate to manage your ERP, business platform, or complex SaaS projects.

Whether you are a CIO, CTO, or SME leader, our experts are at your disposal to help you implement this excellence and continuous improvement framework.

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 ecosystems 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
Featured-Post-Software-EN Software Engineering (EN)

Enterprise Software Development: How to Structure a Truly Value-Creating Project?

Enterprise Software Development: How to Structure a Truly Value-Creating Project?

Auteur n°4 – Mariami

In a context where coding an application has become accessible thanks to modern frameworks, the cloud, and low-code platforms, the real challenge lies elsewhere. Enterprise software projects rarely fail for strictly technical reasons. They more often suffer from misalignment between the solution and business objectives, fragile architectures, ill-suited integrations, and insufficient governance.

Structuring a truly value-creating project requires a systemic, long-term approach that anticipates change and incorporates organizational considerations from the outset. This article presents the keys to transforming software development into a genuine strategic asset—one that endures, integrates, and delivers measurable results.

Business Alignment and Defining Value

The value of enterprise software is measured against clearly defined strategic objectives. A rigorous alignment of business needs with the solution significantly reduces schedule and budget variances.

Identifying Business Objectives

The initial step is to map the organization’s key processes. This involves understanding the workflows and requirements of each department in detail. Such clarity establishes a common foundation for both business stakeholders and the technical team.

A shared vision of objectives prevents ambiguity during development. Design decisions are then based on measurable, relevant criteria, reducing the risk of building superfluous features.

Clear objectives also serve as the basis for evaluating ROI. This enables prioritization of the most impactful functionalities and keeps the project focused on creating value.

Defining KPIs and Metrics

Implementing performance indicators from the project’s outset allows continuous steering. KPIs may target productivity improvements, cost reductions, or regulatory compliance. These metrics guide real-time trade-offs and adjustments.

Quantified feedback fosters buy-in from executive leadership and end users. It provides a solid foundation for justifying future system enhancements. KPIs lie at the heart of an agile, results-oriented approach.

Mapping Critical Use Cases

Each use case must be analyzed in terms of business benefits and operational risks. This mapping directs development prioritization and highlights scenarios with the greatest impact.

Workflow modeling uncovers friction points and inter-module dependencies. Security, compliance, and performance requirements are formalized at this stage, lending clarity and robustness to the project.

At the end of this phase, prototypes or mockups can be created to validate critical flows. This practice anticipates adjustments and limits costly rework. The initial investment in design generates leverage throughout the project.

Organizational Alignment and Stakeholder Roles

A cross-functional steering committee brings together executives, IT leaders, and business managers. This governance framework fosters swift, coherent decision-making. Budgetary and functional trade-offs are made with a holistic view.

Early involvement of key users ensures smoother adoption. Their feedback informs development sprints and refines the functional scope. The organization readies itself for the changes induced by the new tool.

Organizational alignment strengthens software ownership and minimizes resistance to change. It also creates a forum for anticipating future evolutions. Shared governance ensures continuous coherence between business vision and technical delivery.

Architecture and Software Durability

An architecture designed for sustainability anticipates change and limits technical debt. Choosing open-source, modular technologies ensures long-term flexibility and cost control.

Modularity and Microservices

Breaking the solution into independent modules allows targeted evolution without impacting the whole. Each service can be deployed, updated, and scaled autonomously, reducing the domino effect risk during modifications.

Responsibility separation also clarifies technical ownership. Teams can specialize in specific domains, improving code quality through better readability and more focused test coverage.

Over time, new modules can be added or replaced without overhauling the entire application. This structural agility is essential for keeping pace with rapidly changing business needs and avoiding rigid patterns that cause bottlenecks.

Open-Source Technologies and Sovereignty

Adopting proven open-source components guarantees independence from a single vendor. Industry communities ensure regular updates and enhanced security. Vendor lock-in is avoided, preserving enterprise flexibility.

Selecting mature technologies—such as modular frameworks and scalable databases—promotes performance and resilience. These solutions benefit from extensive contributor ecosystems and modules, addressing diverse needs without compromising quality.

Evolutionary Maintenance and Technical Debt Management

Embedding refactoring and code review processes from day one limits technical debt accumulation. Teams hold regular checkpoints to identify components that require modernization, keeping the codebase clean and maintainable over time.

Setting up CI/CD pipelines with automated tests ensures stability with every change. Each commit undergoes unit, integration, and end-to-end test suites. Automation accelerates releases and reduces regressions.

One provider observed that an update cycle that once took six weeks was reduced to three days after implementing a modular architecture and CI/CD pipelines. This operational acceleration freed teams to focus on innovation rather than bug fixes.

{CTA_BANNER_BLOG_POST}

Integration with the Existing Information System and Organizational Scalability

Seamless integration with existing infrastructure is key to ensuring data consistency and security. Organizational scalability relies on controlled access management and performance under heavy loads.

Interoperability and Custom Connectors

The ability to connect the new solution to ERP, CRM, and legacy tools determines process efficiency. Custom APIs or data buses ensure reliable data exchange, with monitored flows to detect and correct any disruptions promptly.

Security and compliance requirements often dictate communication protocols and data encryption in transit. A contextual approach adapts the solution to internal standards and industry regulations, ensuring operational continuity.

Access Control and Security

An enterprise solution must manage complex permission structures—roles, delegations, and approval cycles. A centralized authentication and authorization model simplifies oversight and audits, allowing rules to evolve without deep code changes.

Standards such as OAuth2, OpenID Connect, and RBAC provide a proven framework for securing APIs and interfaces. These mechanisms ensure traceability of user actions, enabling faster incident resolution through fine-grained logging.

In a project for a Swiss industrial company, implementing a central access management system cut permission-review times from two weeks to two hours. This increased efficiency strengthened business teams’ confidence and reduced compliance risks.

Scalability and Load Handling

The architecture must anticipate load spikes without sacrificing performance. Horizontal service distribution and cloud elasticity ensure rapid response to fluctuations. Load tests validate acceptance thresholds before production deployment.

Effective resource management involves autoscaling and database optimization. Caching and connection pooling mechanisms prevent saturation. The infrastructure grows with volumes without disproportionate costs.

A Swiss logistics provider saw its application user base grow from 100 to 10,000 in a few months. A cloud environment configured for elasticity maintained response times under 200 milliseconds, highlighting the importance of planning for load from the initial architecture.

Governance, Steering, and Value Management

Rigorous governance and agile steering processes ensure adherence to timelines, budgets, and quality. Value-based prioritization keeps efforts focused on strategic objectives.

Agile Governance Processes

Establishing a monthly steering committee ensures regular tracking of milestones and risks. Progress checks validate alignment between deliverables and business expectations, enabling adjustment decisions without waiting for development cycles to end.

Using hybrid methodologies—combining scrums and phase reviews—strikes a balance between rigor and flexibility. Short sprints foster continuous learning and adaptation. Incremental deliveries demonstrate progress and build stakeholder confidence.

Incorporating risk and quality metrics into dashboards allows early detection of deviations. Steering is based on factual data rather than impressions. Steering committees jointly define priorities and trade-offs.

Proactive Technical Debt Management

Identifying and scoring high-risk technical areas prevents backlog accumulation. A regular refactoring plan preserves code performance and quality. Code reviews and documentation are integrated into delivery processes.

Technical debt indicators—measured via static analysis tools or test coverage metrics—inform the code health. They support maintenance task planning, with the roadmap including dedicated slots for debt reduction.

Allocating each sprint to both feature development and maintenance work creates a virtuous cycle. Teams balance innovation with stability, ensuring the software remains performant and secure over the long term.

Budget Prioritization and Trade-Offs

Effective steering hinges on allocating resources according to added value. Features are ranked by their impact on performance, user satisfaction, and compliance.

Budget tracking relies on regular forecasts comparing actuals with estimates. Variances are analyzed to adjust projections and guide final choices.

Funding decisions for new phases consider measured feedback. This arbitration method promotes transparency and stakeholder accountability.

Continuous Communication and Reporting

Progress reports accessible to all parties ensure project transparency. Key indicators appear in a centralized dashboard, and comments and feedback integrate directly into project management tools for optimal traceability.

Regular communication bolsters team and decision-maker engagement. It anticipates questions and information needs, keeping stakeholders informed of progress, risks, and feedback to facilitate collective decision-making.

By establishing a rhythm of weekly and monthly checkpoints, project ownership becomes collective. Asynchronous exchanges via collaboration tools complement meetings, ensuring continuous dialogue and rapid response to unforeseen events.

Turn Your Enterprise Software into a Strategic Asset

Structuring a software development project around business alignment, sustainable architecture, controlled integration, and agile governance is essential for creating long-term value. Business metrics, technical modularity, organizational scalability, and technical debt management form the pillars of enduring enterprise software.

At Edana, our experts guide organizations at every stage—from strategic framing to production deployment—favoring open-source, scalable solutions. Our contextual approach guarantees perfect adaptation to your business challenges and IT ecosystem.

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 ecosystems 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
Featured-Post-Software-EN Software Engineering (EN)

SaaS Product Strategy: Why Good Products Fail Without a Clear Roadmap

SaaS Product Strategy: Why Good Products Fail Without a Clear Roadmap

Auteur n°3 – Benjamin

In the hypercompetitive SaaS landscape, a technically sound and well-funded product is never a guarantee of success. Without a clearly defined product trajectory, even the best solutions struggle to find their place or evolve in response to market changes. Every decision — from choosing features to prioritizing development — must fit within an overarching, agile strategy.

This article dissects the foundations of a high-performing SaaS product strategy, showing why vision alone is not enough, how to select the right growth lever, the key steps to formalize your plan, and how to adjust course when market signals demand it.

Product Vision vs Product Strategy: Clearing the Confusion

A product vision describes the desired future state and long-term impact, while a product strategy outlines the concrete path to get there. Confusing the two often leads to execution bottlenecks and missed opportunities.

Understanding the Scope of Your Product Vision

The product vision acts as a beacon: it explains why the solution exists, who it serves, and the impact it aims to generate in its ecosystem. It focuses on long-term ambitions and inspires stakeholders around a shared goal.

This immutable element helps mobilize teams and stay on course during growth phases or pivots. It must not be altered at the slightest market fluctuation, lest contributors become disoriented.

To be effective, the vision must remain simple and clear, comprehensible by everyone from marketing to engineering. An abstract or overly verbose statement risks losing its rallying power.

Defining an Agile, Evolving Product Strategy

The product strategy materializes as a set of decisions that determine where to play (markets, segments), how to win (differentiation, business model), and in what order to execute (initiative prioritization). An ABC analysis of priorities can help clarify these choices.

Unlike the vision, the strategy is not static. It evolves based on customer feedback, market data, and development progress. An outdated strategy blocks innovation and undermines performance.

Therefore, a strategy document should be concise, focused on value drivers, and accompanied by key metrics that allow rapid course corrections if results fall short of expectations.

When the Lack of Distinction Leads to Failure

When a startup confuses vision with strategy, it may end up developing prestigious but undifferentiated features or targeting segments misaligned with its value proposition. The cycle grows expensive and customer feedback declines.

For example, a SaaS company defined an ambitious vision centered on advanced automation but failed to prioritize the key modules for a specific segment. The roadmap became unwieldy, and the technical team scattered its efforts, delaying several launches.

This case illustrates that a strong vision, without a structured strategy to implement it, results in slow growth, high churn rates, and a loss of credibility with investors.

Key Growth Levers for SaaS Products

There is no universal strategy; each company must choose the growth levers suited to its stage, market, and resources. A coherent approach maximizes chances of success and minimizes risks.

Market Penetration: Maximizing Existing Accounts

This strategy focuses on selling more of the same product to current customers or within the same segment. It often relies on attractive pricing tiers, recurring promotions, or incentives for long-term commitments.

The main advantage is low risk: differentiation and perceived value are already established. Returns are incremental but reliable, making this approach ideal for mature, well-positioned products.

By concentrating marketing and sales efforts on the most promising accounts, you can generate significant leverage without disrupting the existing technical base.

Example: An SMB SaaS provider introduced a 10% discount on annual subscriptions and targeted referral campaigns to its best customers. This initiative boosted recurring revenue by 18% year over year, proving that consolidating existing accounts can sustain solid growth.

Product Development: Expanding Value for the Same Market

Product development involves enriching the offering with new modules or features for current users. The goal is to strengthen engagement with the installed base and drive internal expansion. By leveraging organizational agility, you’ll optimize collaboration.

This strategy requires tight coordination between product, engineering, and support teams to ensure a consistent experience. Organizational complexity increases, but impacts on retention and upsell can be significant.

A phased integration plan and pilot tests help mitigate compatibility risks and manage scaling effectively.

Market Development: Addressing New Segments

Applying the same solution to a new target increases growth potential but often requires functional and marketing adaptations. This strategy is riskier because it exposes the product to different needs.

It involves in-depth market research, partial platform reconfiguration, and revamped sales messaging to appeal to new segments.

When executed well, expansion into adjacent markets can multiply opportunities without a full product overhaul.

Example: A SaaS publisher tailored its interface and workflows to meet the demands of large enterprises. In under two years, it doubled its customer base and increased average revenue per user by 35%, demonstrating the effectiveness of a controlled entry into a more demanding segment.

Diversification: Launching a New Product in a New Market

This path requires introducing an almost entirely new offering in a different market, representing the highest risk but also the opportunity to establish a new ecosystem.

Investments are substantial, and the learning curve can be long. However, with a solid financial and operational foundation, diversification enables the creation of a resilient portfolio.

The key is to leverage internal expertise, distribution channels, and technical synergies without diluting core resources.

{CTA_BANNER_BLOG_POST}

Six-Step Product Strategy Roadmap

Formalizing a product strategy follows a structured process: define a segment, clarify the value proposition, crystallize the vision, analyze competition, prioritize the roadmap, and track the right metrics. Each step sets up the next.

1. Choose a Clear Segment (and Let Go of the Rest)

A sharp focus on a specific segment allows you to concentrate resources and refine the value proposition. Trying to appeal to too many profiles leads to a generic, forgettable offering.

Specialization fosters stronger positioning, targeted communication, and features tailored to the real needs of selected users.

By eliminating peripheral use cases, you reduce technical debt and simplify your future roadmap.

2. Define a Sharp Value Proposition

Customers don’t buy a feature list; they buy a concrete outcome: time savings, cost reduction, better compliance, etc. Identifying and articulating this primary outcome clearly is essential.

This proposition should be summarizable in a punchy sentence and serve as a north star for all product and marketing initiatives.

Without it, prospects’ commitment weakens and development prioritization becomes more difficult.

3. Formalize a Mobilizing Product Vision

The vision unites around a common goal, whether it’s social impact, operational efficiency, or the digital transformation of an entire sector.

It must be ambitious enough to inspire buy-in and tangible enough to guide daily tactical decisions.

A clear statement shapes internal culture and helps arbitrate tough strategic choices.

4. Conduct a Serious Competitive Analysis

A structured SWOT analysis highlights strengths, weaknesses, opportunities, and threats, preventing mere imitation of established players.

It helps identify market blind spots and define strong differentiation axes, whether in user experience, support model, or technical ecosystem.

5. Build a Strategic Product Roadmap

The roadmap is not just a delivery schedule but a prioritized plan of hypotheses about the value and risk of each initiative.

It should specify the order of work based on expected gains, available resources, and technical dependencies.

A good roadmap is readable, prioritized, and flexible enough to incorporate market signals and customer feedback. Learn how to create and organize an agile product backlog.

6. Govern with the Right Metrics

Without relevant metrics, strategy becomes ideological. Retention, acquisition, engagement, revenue, and expansion are levers to measure and correlate to guide decisions.

Each KPI must tie back to a clear objective: reducing churn, accelerating onboarding, or increasing average account value.

Monitoring frequency and alert thresholds should enable swift adjustments: speeding up development, pivoting a feature, or reinforcing an acquisition channel.

Adapting Strategy as the Market Evolves

A product strategy isn’t set in stone: it must be realigned whenever customer data or competitive dynamics demand it. Ignoring signals leads to obsolescence.

Detecting Weak and Strong Signals

Performance metrics and qualitative feedback form a dual governance: quantitative data shows trends, while customer insights explain sentiment.

Alerts on rising churn rates, slowing new acquisition, or repeated requests for absent features warrant immediate attention.

Quarterly strategy reviews—bringing together product, marketing, and support—ensure a shared understanding of signals.

Implementing an Agile Reorientation Process

A committee following IT project governance principles—uniting CIOs, business stakeholders, and product managers— must be able to halt or reverse an initiative quickly if initial assumptions prove false.

This agility requires lightweight documentation, short development cycles, and real-world pilot tests.

Funding for strategic initiatives can be staged against value milestones rather than fixed annual budgets.

Institutionalizing Cross-Functional Governance

Strategic coherence demands continuous collaboration between technical, commercial, and marketing teams to align the product roadmap with business priorities.

Regular rituals, such as product portfolio reviews and prioritization workshops, foster a culture of shared accountability.

This cross-functional governance breaks down silos and ensures every decision stays true to the vision and strategy.

Make Your Product Strategy a Growth Engine

A truly effective SaaS product strategy rests on a clear separation between vision and execution, a choice of growth lever aligned with your stage, a rigorous six-step formalization, and the ability to react to market changes. Sustained coherence between ambition, offering, and execution determines success at any maturity level.

Our experts in product strategy, discovery, and roadmapping are at your disposal to help define, structure, and steer your SaaS trajectory—eschewing one-size-fits-all recipes in favor of a contextual, scalable, and secure approach.

Discuss your challenges with an Edana expert