Insights

Ideas to build and operate better.

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

Editorial themes

Software and SaaS development

Digital products that solve, scale and evolve.

AI, automation and data

AI systems for real-world processes.

Marketing, ecommerce and marketplaces

Demand, catalogue, partners and conversion.

Communications and customer care

Every conversation in the right channel.

Cloud, infrastructure and operations

Available, observable and ready services.

results

27 results

Isolated test environment for validating an integration before connecting it to production

Integraciones, APIs y sistemas conectados6 min

Integration Sandboxes: When to Use One and How to Keep It Close to Production

An integration sandbox lets you validate connections without affecting live operations. Learn when to use one, what it should reproduce, and how to manage differences from production.

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Business and technology teams agreeing on RTO and RPO objectives for digital processes

Cloud, infraestructura y operación6 min

How to Define RTO and RPO by Process: Recovery Objectives Tied to Real-World Impact

Set RTO and RPO according to each process’s impact, dependencies, and actual recovery capacity. Learn how to agree on objectives and validate them through testing.

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

Estrategia y evolución de producto digital6 min

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

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

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

Desarrollo de software y SaaS6 min

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

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

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Team reviewing a checklist for closing an organization’s access, data, and integrations in a B2B SaaS product.

Desarrollo de software y SaaS6 min

Offboarding a B2B SaaS Customer: Control Access, Data, and Integrations

Treat customer offboarding as a verifiable workflow. Revoke access, handle data and integrations, and confirm that no active dependencies remain.

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Diagram of shared identifiers between a CRM, an ERP, and an ecommerce platform.

Integraciones, APIs y sistemas conectados7 min

Identifiers in integrations: how to decide which ID to share between systems without creating duplicates

A practical framework for choosing, preserving, and reconciling identifiers across CRM, ERP, ecommerce, and custom applications without confusing entities.

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Team reviewing a maintenance window plan for a digital service.

Cloud, infraestructura y operación7 min

Maintenance Windows for Digital Services: How to Decide When to Intervene, Who to Notify, and How to Roll Back

Plan digital maintenance using impact, communication, rollback, and validation criteria to reduce technical and operational risks.

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Team reviewing product requests and a decision tree for process, training, and development.

Estrategia y evolución de producto digital8 min

How to Decide Whether a Business Need Requires a New Feature, a Process Change, or Training

A practical framework for distinguishing a product gap from a process, data, permissions, user experience, or adoption issue before prioritizing development.

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Diagram of a digital process separating functional history, auditing, and operational traceability.

Operación, observabilidad y mejora continua7 min

How to Decide Whether a Process Needs Full History, an Audit Trail, or Operational Traceability

Learn to distinguish functional history, audit trails, and operational traceability to record the right events, protect data, and provide useful evidence.

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