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

26 results

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

Inteligencia artificial, automatización y datos6 min

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

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

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A date and time being converted between time zones in a digital application

Desarrollo de software y SaaS7 min

How to Manage Time Zones in Applications Without Shifting Dates or Deadlines

Learn to distinguish instants, calendar dates, and local times so you can store, display, and communicate dates consistently across applications and connected systems.

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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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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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Diagram of an API using an idempotency key to recognize retries and prevent an operation from being duplicated.

Integraciones, APIs y sistemas conectados7 min

Idempotency in APIs: How to Prevent Duplicates Without Hiding Errors

An idempotency key lets you retry sensitive operations without repeating their effects. Learn how to define its scope, handle concurrency, and respond to errors.

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Conceptual diagram of an API navigating results with offset-based pages and cursors.

Integraciones, APIs y sistemas conectados6 min

Cursor or Offset Pagination in an API: How to Choose for Your Use Case and Data Growth

Compare offset and cursor pagination by stability, navigation, data volume, and cost. Choose the contract your API needs and plan a migration without breaking clients.

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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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Diagram of one-way and two-way integration between ecommerce, ERP, and CRM

Integraciones, APIs y sistemas conectados7 min

One-Way or Two-Way Integration: How to Choose the Synchronization Direction Without Creating Data Conflicts

Decide which systems should create, read, and update data to choose synchronization that is secure, manageable, and aligned with each process.

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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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Shared state diagram connecting multiple systems in a request process.

Integraciones, APIs y sistemas conectados7 min

Shared Process States: How to Avoid Different Interpretations Across Systems

A shared state model prevents discrepancies between applications, clarifies ownership, and helps detect stalled processes before they affect customers.

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Decision diagram for classifying errors in a digital process as blocks, alerts, or deferred corrections.

Operación, observabilidad y mejora continua7 min

Error Budgets in Business Processes: How to Decide Which Failures Block, Alert, or Are Fixed Later

Learn how to prioritize errors in digital processes using operational criteria to block, alert, or correct them without unnecessarily slowing the business.

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