BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Deployment

SaaS and on-prem deployment patterns.

Target Audience

DevOps teams operating CI/CD, releases, and rollback safety.

Prerequisites

  • Tenant access with the required permissions.
  • Baseline setup validated (teams, roles, currency, timezone).
  • Log and monitoring visibility for fast investigation.

Module Positioning

Deployment handbook for SaaS operations, shared storage and rollback safety.

Priority Use Cases

  • Release automation with zero data loss.
  • Hotfix deployment under incident pressure.

Operating Model

  • Pre-flight checks before switching current symlink.
  • Post-deploy smoke tests for auth, workflows, PDF.

KPI

  • Deployment success rate and rollback count.
  • Time to restore after failed release.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. SaaS Mode

    Goal: SaaS Mode

    SaaS Mode formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "SaaS Mode" with measurable controls for operational resilience.

    • Release process supports multi-tenant SaaS continuity.
    • Operational evidence is captured for SaaS Mode.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Current symlink switch and smoke tests are automated.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Manual release steps with no rollback checkpoint.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  2. 2. On-prem Installation

    Goal: On-prem Installation

    On-prem Installation formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "On-prem Installation" with measurable controls for operational resilience.

    • On-prem install is reproducible from documented baseline.
    • Operational evidence is captured for On-prem Installation.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Required services and permissions are pre-validated.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Partial install docs that depend on tribal knowledge.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  3. 3. Docker Setup

    Goal: Docker Setup

    Docker Setup formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Docker Setup" with measurable controls for operational resilience.

    • Container setup matches production-like networking and volumes.
    • Operational evidence is captured for Docker Setup.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Persistent volumes and env vars are verified at startup.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Ephemeral storage for critical artifacts.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  4. 4. Environment Variables

    Goal: Environment Variables

    Environment Variables formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Environment Variables" with measurable controls for operational resilience.

    • Environment contracts are explicit, minimal and secure.
    • Operational evidence is captured for Environment Variables.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Secrets rotation and required vars checks exist.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Drift between shared env and deployed release.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  5. 5. Upgrade Process

    Goal: Upgrade Process

    Upgrade Process formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Upgrade Process" with measurable controls for operational resilience.

    • Upgrade path preserves data and backward compatibility.
    • Operational evidence is captured for Upgrade Process.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Migrations and cache clear sequence is deterministic.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Running upgrade steps in arbitrary order.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  6. 6. Backups

    Goal: Backups

    Backups formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Backups" with measurable controls for operational resilience.

    • Backup lifecycle supports point-in-time recovery objectives.
    • Operational evidence is captured for Backups.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Restore test and retention policy are versioned.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 7 before edge cases and access scope are confirmed for this step.

    • Backups stored without encryption or restore test.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

Go-live Checklist

  • Release symlink, shared storage, and permissions validated.
  • Config/cache clear strategy documented.
  • Rollback procedure tested on previous release.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.