Docs/Getting Started

Client Journey

From signup to production - the complete workflow for building and deploying applications.

Complete Client Journey

From Signup to Production

This document outlines the complete journey of a client using AlgorithmShift, from initial signup through to a production-ready application.


Phase 1: Onboarding (Day 1)

1.1 Account Creation

┌─────────────────────────────────────────────────────────────┐
│                    SIGNUP FLOW                               │
├─────────────────────────────────────────────────────────────┤
│  1. Email + Password Registration                           │
│  2. Email Verification                                      │
│  3. Profile Setup (Name, Company)                           │
│  4. Plan Selection (Free / Pro / Enterprise)                │
│  5. Welcome Dashboard                                       │
└─────────────────────────────────────────────────────────────┘

1.2 Organization Setup

After signup, clients create their Organization:

StepActionWhat Happens
1Enter org nameOrganization record created
2Select industryRecommended templates loaded
3Invite teamTeam invitations sent
4Assign rolesPermission sets configured

1.3 First Application Wizard

The onboarding wizard guides through:

  1. App Name & Type

- Web Application (Next.js) - Mobile App (React Native) - API Only

  1. Database Setup

- Select region (US, EU, APAC) - Schema provisioning (automatic) - Initial entities from templates

  1. Integrations Selection

- Authentication providers - Payment gateways - Email services - Analytics


Phase 2: Design & Build (Days 2-14)

2.1 Visual Builder Workflow

┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│   DESIGN     │────▶│    BUILD     │────▶│   PREVIEW    │
│  (Blocks)    │     │  (Connect)   │     │  (Test)      │
└──────────────┘     └──────────────┘     └──────────────┘
       │                   │                    │
       ▼                   ▼                    ▼
  Select from         Bind to data         Live preview
  580+ blocks         Add logic            in browser
                      Configure events

2.2 Page Creation Flow

ActivityToolTime
Create landing pageAI Generator + Blocks15 min
Build dashboardTemplate + Customization30 min
Design auth flowAuth blocks (15 variants)20 min
Add data tableTable block + Data binding15 min
Create formsForm blocks + Validation20 min

2.3 Data Modeling

  1. Define Entities

`` Users → Profiles → Orders → OrderItems → Products → Categories ``

  1. Set Relationships

- One-to-Many: User has many Orders - Many-to-Many: Products have many Categories - One-to-One: User has one Profile

  1. Configure Access Control

- Define Permission Sets - Assign to Roles - Set up Record Sharing rules


Phase 3: Business Logic (Days 7-21)

3.1 Custom Server Functions

Clients write their own business logic:

typescript
// Example: Order processing function
export async function processOrder(orderId: string) {
  const order = await entities.orders.findById(orderId);

  // Validate stock
  for (const item of order.items) {
    const product = await entities.products.findById(item.product_id);
    if (product.stock < item.quantity) {
      throw new Error(`Insufficient stock for ${product.name}`);
    }
  }

  // Process payment
  const payment = await stripe.charges.create({
    amount: order.total * 100,
    currency: 'usd',
    source: order.payment_token
  });

  // Update order status
  await entities.orders.update(orderId, {
    status: 'paid',
    payment_id: payment.id
  });

  // Reduce inventory
  for (const item of order.items) {
    await entities.products.decrement(item.product_id, 'stock', item.quantity);
  }

  return { success: true, payment_id: payment.id };
}

3.2 Trigger Configuration

TriggerEventAction
User Registrationafter_create on usersSend welcome email, create profile
Order Placedafter_create on ordersSend confirmation, notify admin
Low Stockafter_update on productsAlert inventory team
Password Reseton requestGenerate token, send email

3.3 Webhook Integration

Connect to external services:

typescript
// Outgoing webhook on order completion
{
  entity: "orders",
  event: "after_update",
  condition: "data.status === 'completed'",
  webhook: {
    url: "https://erp.company.com/api/orders",
    method: "POST",
    headers: {
      "Authorization": "Bearer ${secrets.ERP_API_KEY}"
    }
  }
}

Phase 4: Testing & QA (Days 14-28)

4.1 Development Environment Testing

Test TypeToolFocus
FunctionalBuilt-in previewUI behavior
APIPostman / InsomniaEndpoint responses
IntegrationAutomated scriptsData flow
SecurityRLS testingAccess control

4.2 Staging Environment

  1. Promote to Staging

- Create release - Deploy to staging environment - Run smoke tests

  1. User Acceptance Testing (UAT)

- Share staging URL with stakeholders - Collect feedback - Log issues in tracker

  1. Performance Testing

- Load testing with realistic data - Monitor response times - Optimize slow queries


Phase 5: Production Deployment (Day 28+)

5.1 Pre-Production Checklist

□ All tests passing
□ Security review complete
□ Performance benchmarks met
□ Environment variables set
□ Secrets configured
□ Database migrations ready
□ Rollback plan documented
□ Monitoring configured
□ Alert thresholds set
□ Support team briefed

5.2 Deployment Flow

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│   STAGING   │───▶│  APPROVAL   │───▶│ PRODUCTION  │
│   (Tested)  │    │  (Review)   │    │  (Live)     │
└─────────────┘    └─────────────┘    └─────────────┘
                         │
                         ▼
                   Manual review
                   by authorized
                   team member

5.3 Release Management

VersionChangesDeployedRolled Back
v1.0.0Initial release-
v1.0.1Bug fixes-
v1.1.0New features-
v1.1.1Hotfix-

Phase 6: Operations & Scaling

6.1 Monitoring Dashboard

  • Uptime: 99.9% SLA tracking
  • Response Times: API latency monitoring
  • Error Rates: Real-time error tracking
  • Usage: Request volume, active users

6.2 Scaling Strategies

TriggerAction
High trafficAuto-scale API instances
Large datasetsDatabase read replicas
Global usersCDN for static assets
Heavy computeFunction instance scaling

6.3 Ongoing Maintenance

  • Daily: Monitor alerts, check logs
  • Weekly: Review performance metrics
  • Monthly: Security patches, dependency updates
  • Quarterly: Feature roadmap planning

Timeline Summary

PhaseDurationKey Deliverables
OnboardingDay 1Account, org, first app
Design & BuildDays 2-14UI pages, database schema
Business LogicDays 7-21Functions, triggers, integrations
Testing & QADays 14-28Tested app in staging
ProductionDay 28+Live application
OperationsOngoingMonitoring, scaling, updates

Success Metrics

Development Speed

  • Time to first page: < 1 hour
  • Time to MVP: < 2 weeks
  • Time to production: < 4 weeks

Quality Indicators

  • Test coverage: > 80%
  • API response time: < 200ms
  • Uptime: > 99.9%
  • Error rate: < 0.1%

Business Value

  • Development cost reduction: 70%+
  • Time to market acceleration: 5-10x
  • Team productivity increase: 3-5x