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Step 01

Infrastructure Setup

Setting the foundation for your Perx Connect+ experience.
Perx Connect+ is a cloud-native SaaS platform hosted on AWS, built to scale and evolve with your business needs. Once you’re onboarded, your dedicated Perx Technical Project Manager (TPM) at Perx will work with our Infrastructure and DevOps teams to provision your platform in the AWS Singapore region – unless another region is specified in your contract.

During onboarding, you'll receive access to three environments:

UAT (User Acceptance Testing):

For your internal admin testing and platform exploration. All campaigns, user journey testing, and other platform exploration can be done in this UAT environment. This can be mapped to your internal QA/testing environment.

Production:

Your live environment, where all configurations are visible to end customers. This should be mapped to your internal Production setup.

During onboarding, you'll receive access to two environments:

UAT (User Acceptance Testing)

For your internal admin testing and platform exploration. All campaigns, user journey testing, and other platform exploration can be done in this UAT environment. This can be mapped to your internal QA/testing environment.

Pre-Production:

Mirrors your Production environment but uses a separate database. It allows you to test real use cases before going live. Any bug fixes applied here are reflected in Production. This environment can be mapped with your UAT and/or Production Testing environment to test all use cases before going live.

Production:

Your live environment, where all configurations are visible to end customers. This should be mapped to your internal Production setup.
Note: If you’ve requested a different hosting region, our DevOps team will configure the infrastructure accordingly – always ensuring enterprise-grade security and compliance. This may require additional working days. Our team will work closely with you to complete the setup and keep you informed throughout the process.

Action Summary

Owner

Action

Perx Onboarding Team (onboarding@perxtech.com)
AWS Infrastructure setup with UAT, and Production environments
Your Team
None at this step.

What You’ll Receive From Us

Email: Platform Infrastructure Setup Initiated

Subject: [Perx] Your Platform Environments Are Being Set Up Hi [Client Name],
We’ve started setting up your Perx Connect+ platform in the AWS [Region] region. This includes UAT, Pre-Production, and Production environments. You’ll receive environment access details shortly. In the meantime, feel free to reach out with any specific configuration needs.
– Perx Onboarding Team
Note: If you haven’t received the environment access, please reach out to us at onboarding@perxtech.com.

What’s Next?

Once you’ve confirmed the completion of this step, click below to proceed to the next one. We’ll then proceed to give you access to the platform, including login details and role permissions.
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