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- SaaS Management Platform
- Implementation
How a SaaS Management Platform rollout works
Start with one service and subscription, then rehearse decisions and handoffs.
Name owners
Set up Users and People, choose the Service Manager, Change Approver, Service Technician and Finance Officer, and confirm their responsibilities.
Build the portfolio
Add an active service with owner and criticality, plus one subscription with owner, renewal date, seats and monthly cost.
Add working evidence
Record usage allocations, a service-linked asset, a request and an incident with an authored update.
Rehearse decisions
Approve and reject service requests, review a scheduled change, and check a provider receipt exception.
Expand the scope
Add more services and applications after the team can find the owner and history for the pilot records.
What the customer provides
Bring the application names, subscription owners and terms, a service list, people who perform each role, and a real example of a request, interruption and change. Identify the system that owns access and commercial terms. Agree how dates and provider events will be supplied before connecting external sources.
Changing it afterwards
Review owners, seat counts, costs and renewal dates when contracts change. Preserve request decisions, incident chronology and change outcomes when correcting operational records. Use the data model to keep references intact and roles to retest access after responsibilities change.
Set up SaaS Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.