Business use case — at a glance
- Step 1SSO/RBAC tested
- Step 2Restore drill done
- Step 3Alerts & on-call
- Step 4Release sign-off
Features on screen ≠ production certified.
Production readiness checklist
Platform features do not equal production certification—verify each item for your jurisdiction and threat model.
Security & access
- ☐ SSO/OIDC (if required) tested with break-glass local admin
- ☐ Secrets in vault—not config repos
- ☐ TLS everywhere; ESL not public
- ☐ RBAC regression suite on each release
Data
- ☐ Backup/restore drill documented
- ☐ Audit log retention policy
- ☐ DSR/export process (if GDPR-like scope)
Operations
- ☐ Monitoring alerts on API, workers, queue depth
- ☐ Runbooks for voice provider outage
- ☐ Incident comms and rollback
AI & voice
- ☐ Model/provider failover tested
- ☐ Usage limits and cost alerts
- ☐ Recording consent UX reviewed with legal
Gap honesty: implementation status matrix.
Next step
Configure modules, budget band and timeline on the product page—or read engineering evidence on the case study.
Open scope estimator Technical case studyMore in this cluster
- Custom AI CRM & automation hub
- Insurance lead automation
- Banking & collections workflows
- BPO multi-client CRM
- Vertical SaaS RevOps platform
- Build vs buy AI CRM
- Multi-tenant RevOps architecture
- AI voice + CRM integration
- Workflow engine design
- Delivery phases & acceptance
- Integration planning checklist
- Production readiness checklist