We have compiled a comprehensive set of 23 questions to help you successfully onboard your new customers. We know that onboarding can be a daunting task, so we want to make it as easy as possible for you. This tool is a valuable resource that will help you direct your focus toward the appropriate inquiries at each stage of your project (kick-off, setup, development & testing, live, etc.).

It is important to note that there is no need to rush through each point immediately. Take the time to acknowledge each question and revisit it later whenever you need to evaluate your progress and accomplishments. We understand that every customer is different, so we encourage you to use this tool flexibly and adapt it to your specific needs.

We are here to help you every step of the way. If you have any questions or need assistance, please do not hesitate to contact us. We want to make sure that you are successful in onboarding your new customers, and we are committed to providing you with the resources and support you need.

We humbly acknowledge that this is just the beginning of the existence of this tool. We will continue to improve it along the way as we collect feedback from other customers. We appreciate your help in making this tool the best it can be.

Licensing (3)

- Did you receive the Enterprise license key?

- Did you receive the installation instructions?

- Did you succeed in installing the license?

Architecture (11)

- What’s your preferred hosting provider? (On-Premise, Private Cloud, or Public Cloud…)

- What’s your preferred hosting location? (specific region, specific zone…)

- What’s your preferred deployment method? (Terraform vs Export-based workflow)

- What’s your preferred installation method? (K8S, Docker, VM…)

- What’s your preferred management services method? (none, cloud-managed services, third-party managed services…)

- What’s your preferred environment management method? (per namespace or per cluster)

- What’s your preferred Kestra architecture? (JDBC vs HA)

    - If JDBC, what is your Postgres version?

    - If HA, what are your Kafka & Elastic versions?

- What’s your preferred Secret manager? (Internal DB, Vault, AWS, Azure, GCP…)

- What’s your preferred Storage provider? (Minio, GCS, S3…)

- What’s your preferred Monitoring provider? (none, Prometheus, Grafana…)

- What’s your preferred OIDC provider?

Flow Design (5)

- What’s your way of promoting flows & code from one environment to another?

- What’s your preferred orchestration pattern? (event-trigger, schedule based, streaming…)

- What’s your preferred ingestion/transformation pattern? (ETL/ELT)

- Where do you write your business logic? (in Python/SQL scripts, in dashboard solutions, upstream in the logs, etc.)

- What’s your SLA management method? (retry policy, task durations, specific metrics SLO, etc…)

- … *(more to come)*

Timeline Alignment (4)

- What’s your timeline to have the installation completed?

- (if applicable) What’s your timeline to have the migration achieved?

- What’s your timeline to have the flow definition tested?

- What’s your timeline to have the production released?