Successful SaaS implementation is always challenging and often quite painful. Business requirements change, the technology needs to be built for your specific use case, and the list seems endless.

After all, SaaS adoption will only generate the high business value you expect if these third-party applications are integrated and maintained correctly through reasonable SaaS vendor management procedures.

So, are you thinking about building a SaaS? Then, keep reading to learn about best practices for SaaS Implementation plans.

What is SaaS implementation?

In short, it is the process of adopting a cloud-based software solution. The successful implementation process often includes several phases: planning, design, deployment, testing, and training.

SaaS implementation methodology can occur either in-house or through an outsourcing partner. It may also involve integration with existing systems. Contact us to learn more about our services if you're interested in implementing SaaS technology into your organization's processes.

Types of SaaS implementation process

Different types of SaaS implementation processes can be used based on the kind of software being implemented. Some of them include:

Self-guided SaaS implementation

You will have to configure the application using the Software as a Service model. This involves setting up user accounts, creating data fields, and configuring security settings. You will also have to install any required plugins or extensions if needed. Once you complete all these tasks, you are ready to start using your application.

Enterprise SaaS implementation

Enterprise SaaS implementation plans involve configuring an entire system using an application hosted on a server owned by another entity (such as Salesforce).

They include:

  • Configuration of user accounts and other administrative accounts;
  • Configuration of data fields;
  • Setting up security settings;
  • Installation of plugins or extensions if needed.

Hybrid SaaS implementation

Hybrid SaaS implementation combines the traditional and cloud-based application deployment models. In this approach, the application is deployed on-premises and customized with the help of a third-party vendor.

Once the customization is complete, the application is deployed in the cloud using either an on-premises server or an external provider's infrastructure. The hybrid model involves a combination of on-premises and cloud technologies that can be used to deliver SaaS application to employees of an organization.

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Reasons why SaaS implementation fails

Gartner has declared Cloud computing the standard. While many organizations are fine adapting to the Cloud, others have a more challenging time.

It's been said that "the danger of failure and wasted expenditure is greatly magnified for organizations that don't have a high-level cloud strategy guided by their business plan."

Most firms fail because their leaders do not plan appropriately for the company's upcoming transformation. Therefore, before moving to Software as a Service, you should evaluate your current situation.

Misjudged value-proposition of new technologies

Sometimes, SaaS implementation plan fails because companies need to understand their value proposition before implementing new technologies. They think the technology will solve all their problems and bring significant improvements, but they need to take the time to fully understand how it works and how it will impact their business.

They need to evaluate whether or not this new technology will help them achieve their goals. If you're thinking about implementing new software, you need to ensure that it has a clear role in your company's strategy and provides real value for your customers and employees. Otherwise, it's best to save time on it.

Too much reliance on technology as the primary answer

Many companies should focus more on technology when implementing SaaS solutions. They want to see how fast their systems can run and how quickly they can build their apps. However, there are better approaches than this. Your application must work well and efficiently for your employees and customers.

Not running background checks on your SaaS provider

It's essential to ensure that companies have been vetted before selecting them for technology partnerships for their SaaS projects. In addition, you should review their previous work and how they handled similar projects to determine if they can deliver on time and within budget.

Not following compliance requirements

Many organizations need to realize they must comply with specific regulations when using a SaaS. For example, if you're using a CRM solution, you likely must comply with HIPAA regulations. If you fail, your organization could face stiff penalties and fines. Implementing a virtual data room can be a strategic move for securely storing and sharing sensitive documents during the SaaS implementation process.

Not putting protocols and security standards in place

Another reason why SaaS implementation plan fail is that they need to put protocols and security standards in place before going live on their system. This can lead to issues such as data loss or compromised information. Therefore, before deploying its platform within your organization's infrastructure, you must take the time to understand how your chosen provider handles SaaS security issues.

Worth checking: SaaS licensing: most important facts you need to know

SaaS implementation best practices

Progressing with everything on the SaaS implementation checklist can be challenging, especially for companies that are new to the technology. Here are some SaaS implementation best practices to help you get started:

Identify requirements

Before implementing a SaaS solution, determine what your organization needs from it. This includes requirements like scalability, security, and compliance.

Encourage employee adoption

Ensuring that employees use the new SaaS product is essential to its success. For example, consider offering incentives to employees who adopt the latest software. You can also encourage adoption by providing training and support.

Embrace change like a long-awaited relative

Change can be difficult for people, especially if they're used to working with an older technology or process. However, your company must embrace change as part of its transition to SaaS solutions, so that employees feel safe.

Set a budget

Consider the cost of your new SaaS product, and ensure you have the budget to support it. You should also determine how much money you need to invest in training and how much time you need to plan on implementation roadmap. Many companies implement SaaS in phases to get a handle on how much time and money they'll need for each stage.

Consistently improve and optimize

Once you've implemented your new SaaS solution, continue! Ensure your team continues to improve their processes' efficiency to get more out of the software. This will help you avoid getting stuck with outdated technology — which could result in costly upgrades or replacing the entire system.

Empower a team of heroes

Create an internal team (or assign specific individuals) responsible for managing your new SaaS product. This will ensure that there's always someone who knows how everything works and can answer questions from other departments within your company.

Benefits of moving to a SaaS model

The shift to SaaS is a natural progression for many businesses. Successful SaaS implementation roadmap has the following benefits:


A significant benefit of moving to a SaaS model is accessibility. When your company uses software, it's available on all platforms and devices. This means that employees can access their work from any location, which increases productivity and efficiency.

Cost effective

One of the significant advantages of SaaS is its cost efficiency. You only get charged for what you use, and there are no licensing fees or expensive hardware investments to worry about. This makes it an ideal option for small businesses just starting or those with limited budgets.


Another benefit of SaaS is its scalability. If your business snowballs and you need more users or storage space, you can purchase what you need from your provider online and scale up at any time. You don't have to be worried about investing in additional servers or hiring more IT staff; it's all taken care of for you by the SaaS provider.

Also read: An ultimate guide for mapping the SaaS customer journey

Operational management

Another benefit of moving to a SaaS model is operational management. Because the software is hosted by someone else, you are not required to manage servers or backups — the provider of your software handles those tasks. This frees up resources within your organization so they can focus on other areas of operation or growth.


When you move to cloud-based software, you gain access to powerful analytics tools that can help you understand how well your systems perform and what areas need improvement. This information will help you enhance customer experience and increase sales over time.


Using a SaaS, your data will be stored on secure servers that aren't accessible to everyone in your organization. As a result, only those who need access can view sensitive information such as customer details or financial records. It also ensures that hackers won't be able to access the information they need through your system since they won't have direct access to it.


A company must create a successful implementation plan that addresses its objectives, needs, and resources. The key is to determine your company's requirements, select a suitable SaaS service, and track your company's progress as it adopts the new app.

You should also keep tabs on those with room for development and more instruction. As a result, you can be sure that your SaaS deployment will go off without a hitch.

Apptension allows SaaS companies to seamlessly offer customization, security, scalability, and reliability for apps and websites. See the full scope of our SaaS development services.