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Guides

Guides for deciding before you build.

Full answers to the questions worth asking before you hire anyone for custom software or a website: what makes sense, what to ask, and how to judge whoever builds it.

  1. 01

    Custom software vs an ERP: when each one makes sense

    The question is almost never one or the other. It is which part of your operation belongs in a packaged system and which part is what makes you different. This guide helps you draw that line before you spend on either.

    4 min read ·

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  2. 02

    Quoting in Excel vs a quoting system: when to make the move

    Almost every company starts out quoting in Excel, and that is fine. This guide is for the moment the spreadsheet starts costing more than it saves: how to recognize it, and how to move on without stopping sales.

    3 min read ·

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  3. 03

    How to choose a software development company in Mexico

    There are plenty of options in Mexico, and nearly all of them look good on their own website. These are the questions that separate the people who build systems that get used from the ones who deliver mockups, whether you end up hiring us or anyone else.

    3 min read ·

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  4. 04

    What is a quoting tool? Types, and when your company needs one

    “Quoting tool” covers a lot of ground: a spreadsheet, an insurer's calculator, the system a distributor builds its proposals in. This guide sorts out the kinds there are, what each one does and how to tell which one your company needs.

    4 min read ·

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  5. 05

    What to prepare before asking for a software quote

    Two companies ask for a quote on the “same” system and get proposals that look nothing alike. It is almost always because each provider imagined a different system. This is what to have in writing before asking for the first quote, so every proposal answers the same question.

    4 min read ·

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  6. 06

    Landing page or website? What your company needs, and when

    A landing page and a website do not compete: they do different jobs. This guide explains what each one is, when a landing page is enough, and why almost every company that sells to other companies ends up needing both.

    3 min read ·

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  7. 07

    Website, web app and web-based system: how they differ

    All three open in a browser and can look the same from the outside. The difference is in what they do: one informs, one lets people get work done, and the third runs a company's operation. Knowing which one you need changes the scope, the team and the conversation with whoever builds it.

    3 min read ·

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  8. 08

    What after-sales is, and how to organize it when you sell equipment to companies

    Almost everything written about after-sales has retail in mind: returns, surveys, follow-up emails. If you sell machinery, equipment or parts to other companies, after-sales is something else: it is a core part of the business. This guide is for that case.

    3 min read ·

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  9. 09

    What a software MVP is, and how to launch your first one without overbuilding

    MVP stands for “minimum viable product”: the smallest version of a product that already solves a real person's problem and teaches you something. This guide is for anyone about to build a web app or a SaaS who wants to know what goes into the first version and what does not.

    3 min read ·

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  10. 10

    ERP vs CRM: what each one does, and which your company needs first

    An ERP keeps the books on what you have already sold. A CRM keeps track of what you are about to sell. This guide explains the difference in terms of your operation, which one is usually missing first, and what to do with the work that fits in neither.

    4 min read ·

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  11. 11

    What is SaaS? How it works, and when it makes sense to build one

    SaaS is software you do not install: you use it in the browser, pay for it by subscription and someone else keeps it running. This guide explains what that means for your company as a customer of one, and what it takes to launch your own.

    4 min read ·

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  12. 12

    Software development contract: what it should include before you sign

    A software contract is not paperwork: it decides what you get, when, for how much and who owns it at the end. This guide walks through what to put in writing, and the signs of a contract that leaves you exposed.

    4 min read ·

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  13. 13

    Process automation for a small business: what to automate first and how to start

    Automation is not buying robots: it is no longer typing the same thing twice, chasing approvals on WhatsApp or building the report by hand every Friday. This guide helps you choose which process to automate first, and by which route.

    3 min read ·

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Has your operation outgrown spreadsheets?

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