Customer onboarding

A complete Yres environment is operational within an hour; connecting a new source typically takes about 5 minutes.

Technical checklist

1. App Registration in Entra with permissions for Azure Service Management, Key Vault and DevOps; collect the client secret (24 months) + IDs. → Installation
2. Determine subscription(s) & resource groups (recommendation: 2–3 environments, a dedicated resource group per environment). Add the app as Contributor.
3. Create the organization in the web app; environments (dev/prod + optional), resource names, Azure IDs.
4. Set up users & roles (SSO where desired). → Getting started
5. Connect data sources and refresh metadata. → Connect a data source
6. Configure loads & triggers; optionally master pipelines. → Views, pipelines & triggers
7. Connect Power BI models if applicable.

Guidance

What customers valued during onboarding:

• Product sessions on how Yres works and explanations of self-management.
• Scrum approach with three-week sprints and clear deliverables (Woonstichting 'thuis).
• Strategic / inspiration sessions around cloud migration (Paragon).
• Proactive checks (daily monitoring) and a fixed point of contact for incidents.

To be completed

Formalize this into a standard onboarding process: lead time, who does what, templates, kick-off agenda, delivery document. Currently derived from setup docs + interviews.