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Process overview

Starting your journey with Persio requires laying down a strategy first, followed by the actual implementation. This guide provides a clear overview of the steps needed to progress.

Vision & strategy​

Just like every grand adventure, your journey with Persio should start with a well-defined plan that involves a strategy and sets clear goals. Mastering the intricacies of a Data Mesh is a significant undertaking, so let's head back to the drawing board and map out our course.

"When a man does not know what harbour he is for, no wind is favorable." - Seneca

Know Where You Are​

First, it is essential that you understand your current landscape.

  • If not already in place, build a catalog of the data at your disposal.
  • Map where your data flows in from.
  • Recognize currently untapped data sources as potential opportunities for exploration.

Chart Your Course​

Knowing your direction is crucial. A clear plan ensures you're always moving towards your goals, not away from them.

  • Outline the primary challenges you face in leveraging data effectively.
  • Develop a detailed list of objectives, ensuring they are thoughtfully prioritized.
  • Establish a timeline to guide your journey and keep you on track.

Set Sail!​

It's time to get to work and put those plans into action! While you now have the map to navigate this journey, remember that you're not sailing these waters alone. Our team is here, ready to lend a hand, share expertise, and provide support whenever you need it.

Implementation​

To unlock the full potential of Persio you will need:

  1. A Data Warehouse of your choice where Persio can store and read data from.
  2. At least one Data source where Persio can receive data from, process it and then store it in your preferred Data Warehouse
  3. Destination(s) which Persio can interact with based on the data obtained from the Data Sources and the Data Warehouse

Persio Overview

An overview on how Persio is integrated with a Data Warehouse, various Source(s) and Destination(s).

Setup process​

As a best practice we suggest that you follow the above as an order-of-operations to fully configure your Persio account and:

  1. Connect your Data Warehouse
  2. Add a Data Source
  3. Configure a Destination

1 - Connect your Data Warehouse​

We believe that your data is exclusively yours. As such, any data processed by Persio is directed to your Data Warehouse, ensuring your complete ownership of all your information. This approach not only empowers you, but also ensures Persio's full compliance with GDPR and CCPA regulations.

In order get started with connecting your Data Warehouse tenant to Persio please refer to the Data Warehouse Connection Overview.

2 - Add a Data Source​

Persio offers a vast selection of Data Source integrations including web applications, backend systems, mobile applications, and third-party tools.

To add learn more about adding Data Sources to Persio please refer to Data Sources Overview.

3 - Configure a Destination​

To levarage data already collected Persio can assist in the distribution to a number of Destinations to support your use cases and trigger data driven events in your connected systems.

To configure a Destination and start distributing data please refer to Configuring Destinations.