Bring the context
Create the project and add its brief.
SaaS platforms
Software for many customers. A space that belongs to each. Build the product, the boundaries and the business behind it.
Explore the platformSame software. Independent customer spaces.
Switch the customer. The product stays familiar; the records stay separate.
Product foundation
Define the customer problem, the first useful journey and what makes that journey complete. Give the first release a clear boundary.
One repeatable task gives the product its purpose. Everything else supports the journey.
Create the project and add its brief.
Invite the right people to review it.
Capture feedback and resolve the next step.
Workspaces & access
A workspace is a customer boundary. Membership and roles must protect each record and operation, even when someone asks for another workspace directly.
The same member belongs to Workspace A. Follow an allowed request to A–001, then a denied request to B–001.
Local simulation of a server-side rule. No customer data is requested.
Example requirements for the project review. Visible to members of Workspace A.
Choose a destination, then check access.
Account lifecycle & entitlements
Connect onboarding, subscription state and feature permissions through defined rules. Account changes should preserve the integrity of the underlying records.
An example policy. Trial periods, billing grace periods and retention rules are defined for your product.
Validate the invitation and complete the required onboarding before enabling the workspace.
An invitation alone does not grant product access.
Platform operations
Launch starts a longer responsibility. Give operators the context to support customers, understand service state and release changes with control.
Illustrative release criteria
From product idea to operating platform
For founders and businesses building a subscription service or a product with multiple customer workspaces. Define the first useful release, then evolve from real use.
Plan your SaaS platformA product structure connecting workspaces, members, features and data; customer-facing screens and account behavior; and an operating model covering administration, support, releases and recovery.