Skip to content

Platform Adoption Checklist

This document provides a checklist for adopting one or more ConnectSoft platforms in a customer environment. It is written for architects, engineers, and project managers adopting ConnectSoft platforms.

Adopting ConnectSoft platforms requires careful planning and execution. This checklist ensures all critical areas are addressed for successful platform adoption.

Note

Platforms can be adopted individually or as a stack. Consider bundling options (Identity + Audit + Config) for complete SaaS foundation.

Scope and Platform Selection

Platform Selection

  • Identity Platform needed?
  • Audit Platform needed?
  • Config Platform needed?
  • Bot Platform needed?
  • Platform stack selected (if bundling)

Use Cases Identified

  • Identity use cases documented
  • Audit use cases documented
  • Config use cases documented
  • Bot use cases documented (if applicable)

See: Product Portfolio - Platforms for platform details.

Technical Prerequisites

Infrastructure

  • Azure subscription available
  • Network connectivity configured
  • DNS configured (if custom domains)
  • SSL certificates available (if custom domains)
  • Firewall rules configured

Integration Requirements

  • Microservices identified for integration
  • Integration patterns selected
  • API clients/libraries identified
  • Event bus configured (if event-driven)
  • Webhook endpoints configured (if webhooks)

See: Integration Overview for integration patterns.

Integration Planning

Identity Platform Integration

  • OAuth2/OIDC flows selected
  • External IdPs identified (if federation)
  • User migration plan (if existing users)
  • RBAC requirements defined
  • Token validation strategy

See: Identity Platform API Overview for API details.

Audit Platform Integration

  • Audit event types defined
  • Event schema designed
  • Retention policies configured
  • SIEM integration planned (if applicable)
  • Query requirements defined

See: Audit Platform API Overview for API details.

Config Platform Integration

  • Configuration structure designed
  • Feature flags identified
  • Tenant settings defined
  • Webhook endpoints configured (if needed)
  • Configuration migration plan (if existing config)

See: Config Platform API Overview for API details.

Bot Platform Integration

  • Channels selected (Slack, Teams, web chat)
  • Bot use cases defined
  • Backend integrations planned
  • Conversation flows designed
  • Analytics requirements defined

See: Bot Platform API Overview for API details.

Security and Compliance Checks

Security

  • Authentication configured
  • Authorization configured
  • Secrets management configured
  • Network security reviewed
  • Data encryption verified

See: Security & Compliance for security requirements.

Compliance

  • Data residency requirements understood
  • Retention policies configured
  • Compliance requirements documented
  • Audit logging configured
  • Compliance reporting set up

See: Data Residency for data residency policies.

Rollout and Training

Rollout Plan

  • Rollout phases defined
  • Pilot environment configured
  • Production environment configured
  • Rollback plan defined
  • Monitoring configured

Training

  • Team training scheduled
  • Documentation reviewed
  • API documentation provided
  • Integration examples provided
  • Support contacts shared

See: Getting Started with Platforms for platform quickstart.