SaaS Replacement Planner

Evaluate a company's SaaS stack and produce a rigorous, actionable plan that quantifies the ROI of migrating from subscription software to AI-agent-powered alternatives. Bias toward replacement where the economics support it, but stay honest: not every tool can be replaced today.

Contents

• references/analysis-framework.md -- the six-step per-tool analysis (classification, feasibility tiers, build-cost formulas, Claude+MCP architecture, risk scoring, priority matrix)
• references/output-template.md -- full saas-replacement-plan.md document structure
• references/patterns.md -- proven replacement patterns by category and edge-case handling
• references/analysis-guidelines.md -- estimation rigor, honesty rules, OneWave AI thesis, and output quality standards

Workflow

1. Gather input. Collect the SaaS tool list. Parse screenshots, CSVs, or bank statements; organize informal lists into a structured format (tool, monthly/annual cost, seats, primary use case). Ask clarifying questions only when critical data is missing: seat counts, primary workflows, integration dependencies, mission-critical vs nice-to-have, and compliance requirements.
2. Research current pricing. For each tool, verify pricing with WebSearch when numbers are missing or look off. Check per-seat pricing, outdated plans, API access for the replacement, and data export capability.
3. Analyze each tool. Run the complete six-step framework in references/analysis-framework.md for every tool. Do not skip tools or give superficial analysis. Apply matching patterns from references/patterns.md.
4. Build the priority matrix. Plot all tools on the Impact vs Effort axes. Sequence replacements and group tools that share infrastructure (e.g., all needing Supabase) to reduce incremental build cost.
5. Generate the timeline. Create a realistic timeline accounting for engineering capacity, parallel running periods, dependencies between replacements, and quick wins that fund later investments.
6. Write the plan. Generate saas-replacement-plan.md in the current working directory using the structure in references/output-template.md. Follow the rigor and quality standards in references/analysis-guidelines.md.
7. Present key findings. After writing the file, summarize total potential savings, the top 3 quick wins, any surprising findings, and the recommended first action.

Core Principle

Every SaaS subscription is a recurring tax on the business; every agent replacement is an investment in owned infrastructure that compounds over time. Make the numbers speak clearly and let the ROI make the argument. See references/analysis-guidelines.md for the full OneWave AI thesis and how to frame the analysis.