1. SaaS Management Platform
  2. Who it's for
  3. Software companies
Who it's for

Software companies

Software teams often use several applications for development, design and collaboration. A subscription owner needs to know the renewal date, seat count and monthly cost, while the service team needs to know who was allocated access and whether an operational issue affects the service. Keep those decisions in their own records, linked through the people and services involved.

How SaaS Management Platform is set up for you

Subscription review

Name the application and owner, then compare licensed seats with current usage allocations.

Access requests

Record the requester and service, review the submitted work and follow approved fulfillment.

Incident response

Assign interruptions to a person and preserve dated updates when a service or asset is affected.

Software teams often use several applications for development, design and collaboration. A subscription owner needs to know the renewal date, seat count and monthly cost, while the service team needs to know who was allocated access and whether an operational issue affects the service. Keep those decisions in their own records, linked through the people and services involved.

Start with one active service and one application subscription that supports a real team. Record the owner, renewal date, seat count and cost. Add usage allocations for people with current access and for someone whose access has been revoked. The Service Manager can then review the allocation dates before the next renewal discussion.

Next enter a request to change access. The Service Manager decides whether it should proceed; the Service Manager records request progress and completion after the technician performs the work. Check the related usage record after fulfillment. If a service interruption occurs, use an incident with an assignee and dated updates rather than treating a subscription record as the response log.

Agree how identity and purchasing systems will supply any authoritative dates or amounts. Provider events can be examined through integration receipts, while the service and subscription records remain the working context for people making decisions.

Features to start with

Roles on the team

Service Manager
Owns IT service setup, planning and assigned operational work.
Change Approver
Reviews evidence and authorizes eligible domain outcomes.
Service Technician
Captures assigned IT service work and evidence.
Finance Officer
Prepares authorized financial drafts and reconciles confirmed receipts for this app.

Set up SaaS Management Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started