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Deployment Guide

Phased rollout methodology for enterprise Brend deployments.

Overview

Our phased deployment methodology is designed to minimize risk while maximizing value at every stage. This guide walks you through the complete process from initial pilot to full production deployment.

Enterprise deployments typically follow a 3-phase approach over 10-16 weeks, with dedicated support from our solutions team throughout.

Phase 1: Pilot Program

Duration: 2-4 weeks

Start small with a single team or workflow to validate Brend for your organization.

Objectives

  • Validate Brend works for your specific use cases
  • Train initial users and build internal expertise
  • Measure initial ROI and gather feedback
  • Identify any integration requirements

Activities

  1. Kickoff meeting with your Datawall solutions architect
  2. Select 1-2 high-value workflows for automation
  3. Configure Brend environment and integrations
  4. Train pilot team (typically 3-5 users)
  5. Build and deploy initial workflows
  6. Weekly check-ins to address questions and optimize

Success Criteria

  • Pilot workflows running successfully
  • Positive feedback from pilot users
  • Clear understanding of expansion opportunities

Phase 2: Department Rollout

Duration: 4-8 weeks

Expand to additional workflows within the same department or related teams.

Objectives

  • Scale automation across the department
  • Build internal champions and expertise
  • Refine processes based on pilot learnings
  • Establish governance and best practices

Activities

  1. Review pilot results and plan expansion
  2. Train additional users (department-wide)
  3. Build additional workflows
  4. Establish workflow review and approval process
  5. Document best practices and create templates
  6. Bi-weekly business reviews with stakeholders

Success Criteria

  • Department-wide adoption
  • Measurable time savings and efficiency gains
  • Internal champions identified and trained

Phase 3: Organization-Wide Deployment

Duration: 4-6 weeks

Scale Brend across the entire organization with full training, support, and monitoring.

Objectives

  • Organization-wide availability
  • Self-service workflow creation
  • Continuous optimization based on usage data
  • Integration with enterprise systems

Activities

  1. Configure SSO and user provisioning
  2. Set up organization-wide governance policies
  3. Train-the-trainer program for internal experts
  4. Roll out to all target departments
  5. Establish ongoing support model
  6. Monthly business reviews and optimization

Success Criteria

  • All target users onboarded
  • Governance model in place
  • Ongoing support and optimization process established

Technical Requirements

Before deployment, ensure your environment meets these requirements:

Network

  • Outbound HTTPS access to *.datawall.ai
  • WebSocket support for real-time features

Browser

  • Chrome 90+ or Edge 90+ for recording extension
  • JavaScript enabled

Identity

  • SAML 2.0 or OIDC-compatible identity provider for SSO
  • SCIM support for automatic user provisioning (optional)

Support During Deployment

Enterprise customers receive dedicated support:

  • Solutions Architect — Dedicated technical resource for your deployment
  • Customer Success Manager — Business-focused partner for adoption
  • Priority Support — Fast response times for technical issues
  • Training Sessions — Live training for your team

Next Steps