How do I prepare a SaaS product’s documentation for a buyer’s developer?
Write for a developer who has never seen the code. Cover how to run it locally, how it is deployed, what services it depends on, and where it is fragile. Then have someone outside the team follow your instructions from scratch, and fix every place they get stuck.
Begin with the map. A short architecture page should show the main parts of the product, the data stores, the outside services it calls, and how a customer request travels through them. Add a plain list of every account the product depends on, such as hosting, payments, email, monitoring and domain registration, with the account owner for each.
Next, write the runbook. How does a release go out? How is it rolled back? What happens when the database fills up or a scheduled job fails? Include the odd things only you know: a manual step on the first of the month, a customer with special settings, a fix that must be repeated. These are the items that cause trouble after you leave.
Then admit what is weak. A list of known bugs, shortcuts and aging components lets the buyer’s developer plan, and it builds trust. Test the whole bundle by asking a developer outside your business to set it up from your notes alone. Whatever they ask you becomes the next page to write. Date every page, so the buyer knows how current it is.
Key takeaways
- Draw the architecture and list every outside account with its owner.
- Write the runbook including manual steps only you know.
- Test the documents with a developer who has never seen the code.
- Date every page so the buyer knows how current it is.
Related reading
13 pages on the same subject, grouped by topic.
Buying
- Expert answerWhat should I ask about the one developer who wrote most of a SaaS product’s code?
- Expert answerHow do I check a small SaaS product’s support ticket history before buying?
- Expert answerHow do I find out which outside code libraries a SaaS product depends on?
- Expert answerHow do I find out which third-party services a SaaS product pays for each month?
- Expert answerWhat should I look at in a SaaS product’s usage logs besides the sales numbers?
Selling
- Expert answerHow do I document my SaaS product’s server setup so a buyer can run it?
- Expert answerHow do I explain my SaaS product’s onboarding process to a buyer?
- Expert answerHow do I prepare my SaaS customer data for a buyer without exposing private details?
- GuideSelling a micro-SaaS product in Canada
- Expert answerHow do I prepare my detailing studio’s product supplier details for a sale?
Due diligence
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernment7 steps to increase your business’ value—before you sell it
- 02Business Development Bank of CanadaIndustryHow to sell your business
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