How To Plan and Build A SaaS Project (For Newbies)

At the outset, building a SaaS product is like developing any other software product. For the most part, this is true. Hundreds of micro-SaaS products get launched every single day, and these developers do not need any hand-holding besides the technical knowhow. 

Where things get complex is when you are building an enterprise SaaS product. Such applications may come with a lot of features, integrations, and dependencies that can only be managed with solid project management. 

This article is meant for startup founders, product managers, software developers, and tech consultants who may be handling SaaS project management for the first time. Let’s get started.

What makes SaaS project management unique?

If you come from a traditional software development background, the SaaS way of working may seem a bit foreign to you. One of the key differences you will notice is in the cross-functional stakeholder management. 

Unlike traditional software development where you may not be interacting with marketing and sales on a day to day basis, you will notice that SaaS project management does indeed bring in voices from marketing and sales quite regularly. This is because SaaS projects work in an iterative model – this requires fast feedback loops, frequent deployments, and ongoing sprint cycles. 

This mainly stems from the need to be more user-centric. Customer experience and feedback is taken quite seriously, and marketing metrics like churn rate, conversion rate, and engagement get high airtime during project discussions.

In some ways, you can say that SaaS project management is traditional software development on steroids – but in a good way.

Understanding SaaS Project Lifecycle

SaaS projects work on the concept of continuous delivery and iteration, and as such this is not a one-time effort. Generally speaking, you can break down the SaaS project lifecycle into five distinct steps: Planning phase, Development phase, Launch phase, Maintenance phase, and Scaling phase.

Let’s look at each of these phases in detail.

Planning phase

This is the first step of SaaS project management where you build the product vision, validate the idea, and flesh out the Minimum Viable Product (MVP). 

While it sounds short and clear in theory, it may need a lot of reiteration in practice. You will need to perform a lot of research about competition and the market to justify the idea. In order to translate your vision into a usable product, you will need to identify your Ideal Client Profile (ICP) and user persona.

Once you have this, you may further need to chart out the user journey, and identify the core features you will need in the product on day one. 

Finally, you also need to finalize on the tech stack and architecture during the planning phase. This is important because picking the wrong stack could prove very expensive in the long-run since it’s not easy migrating your product to a different tech stack or architecture at a later time.

Development phase

Once you have finalized on the product vision and the tech stack/architecture bit, the next step is to start working on the product itself.

Agile and iterative development methods are highly regarded in the SaaS world, and it is important that you use sprints to build features incrementally. Integrate your development with Continuous Improvement/Continuous Deployment pipelines.

Once these developments have undergone QA checks and code reviews, engage with your users to seek feedback. This is the beta group of your customers who get to test and share feedback on your development before it is rolled out to the larger mainstream users.

As a newbie product, you may not have a pre-existing audience of users to share this with. It is thus important to rope in your marketing team during the development phase. They shall help you with identifying the early cohort who can test and pass feedback on your product. 

Launch phase

At this point, you are not expected to have built the complete product with its numerous features. When you are just launching your new business, this can be an expensive mistake if you have failed to establish product market fit. 

It is ideal to go to the market with a fleshier MVP. It is fair to say that your aim must be to solve one core issue for the customer. 

Launch your product in public. If you have a budget for advertising, it is recommended that you go for it since this can help you scale users and gain valuable feedback quite early on. 

Once users have started coming in, start monitoring performance of the product, as well as study engagement metrics. You could also seek user feedback to identify points of friction that must be addressed in future iterations.

Maintenance phase

Once your product is in the market, you shall witness a steady flow of new bug reports and customer support requests. It is vital that you allocate significant resources to handle this part of the business. 

Maintenance includes tech bug fixes, customer support management, performance monitoring, and security updates. All of this is vital to building user experience, and poor maintenance could significantly derail new customer onboarding. 

While maintenance is purely a tech function, it is still important to keep your marketing team in the loop. A surge in customer support requests could mean your tech team could be spending a lot of time firefighting these issues. In such cases, your marketing team could crank down new user onboarding in order to give your tech team the necessary breathing space to get back on track.

Scaling phase

Once the initial bottlenecks have been sorted, the next step is product scaling. The role of marketing and sales become vital in this stage as new users are constantly onboarded. But this could also expose vulnerabilities in your architecture and so your tech team needs to be constantly on their toes. 

This is also the time to invest heavily in automation tools to scale up development, marketing, and customer experience management. Invest in CDN services like Cloudflare as well to keep up with higher traffic.

Essential tools in SaaS project management

Building and managing a SaaS project can take a lot of coordination and deadline management. Thankfully, there are a number of tools available in the market to help you with this. 

Trello: One of the most popular task management apps. It’s a Kanban-style app that lets users create pinup lists and sort them across different stages of project management.

Slack: Slack is one of the most popular tools for intra-office communication. Businesses can create separate channels catering to different areas of business, and add the relevant team members to coordinate with.

Figma: Figma is perhaps the most popular collaborative design tool available in the market today. It helps marketers and product managers design and build ideas, share feedback, and pass to development teams to bring it to fruition.

SaaS project management in the age of AI

The use of Artificial Intelligence has grown massively in the last couple of years. We expect this trajectory to continue for the next many years. 

AI has changed the way SaaS project management works in many ways. There are new tools and processes that are going to help expedite the SaaS project management cycles. Tools like Lovable and Cursor can help build large and complex SaaS projects without a large team. Applications like ChatGPT and Claude can assist teams with product strategy, while other tools like MidJourney and Invideo can assist with building marketing assets.

Marlo Ramirez, Career Coach at Jobtest says: Project management is evolving. The role isn’t just about tracking timelines anymore it’s about navigating complexity, aligning cross-functional teams, and making smart decisions faster. AI and SaaS, when used well, aren’t just nice-to-haves. They’re competitive advantages.

Technically, with the right budget, it is possible to launch entire SaaS projects with just a one or two person team. However, a lot of such AI tools are still evolving. However, this is likely to change over time. It will then be an interesting time to see how SaaS project management changes. 

Scroll to Top