Deployment

From decision to first dashboard.

Every RapidDashboard deployment follows the same proven path: six steps from initial scoping to a live, shareable dashboard your team can open from any device.

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1

Make the Decisions

Before anything ships, we align on the answers that drive the rest of the project.

  • Confirm your industry, primary use case, and the one or two business questions that matter most right now.
  • Name your Onsite Champion: the internal person who will own the Box connection and be the day-to-day point of contact.
  • Decide which dashboards you want to see first: Sales pipeline? Payroll variance? OTD by plant?
2

Identify Data Lake Integrations

Map every source system that feeds the dashboards you chose in Step 1.

  • List each source (QuickBooks, HRIS/Payroll, ERP, CRM, spreadsheets, etc.) and whether it exposes an API, CSV export, or SQL read-replica.
  • Flag which sources are cloud-hosted vs. onsite; this determines Box placement.
  • Confirm vendor access: do you have API credentials or IT approval for a read-only SQL connection?
3

Prep Your AI in a Box

We configure the Box for your network, your sources, and your security posture.

  • Cloud-only integrations: the Box is provisioned remotely; nothing ships.
  • Onsite integrations: we ship the Box to your location and configure it there, on your network.
💡 If any of your Data Lake integrations are onsite (on-premises ERP, local SQL server, etc.), the Box must be physically on your network. We'll coordinate the shipment and walk you through placement.
4

Onsite Installation & Secure Connect

Plug in, confirm security, and connect your Onsite Champion.

  • Plug in the ethernet cable and power cable. Indicator lights confirm the network connection.
  • Validate the Box's connection to your security management platform.
  • Connect your Onsite Champion to the Box using Cursor (recommended) or an IDE of their choice.
Recommended

Cursor

The supported AI-powered IDE for connecting to and prompting your RapidDashboard Box.

Download Cursor
Advanced

Claude Code CLI

Anthropic's command-line AI coding agent. For advanced users comfortable with the terminal.

View Claude Code
Advanced

OpenAI Codex CLI

OpenAI's open-source CLI coding agent. For power users who prefer a GitHub-based workflow.

View Codex CLI
💡 Cursor is the supported connection path. Claude Code CLI and OpenAI Codex CLI are alternatives for advanced users; RapidDashboard support is optimized for Cursor.
5

Data Integrated & First Dashboard

Your sources connect, sync, and your first plain-English question becomes a live dashboard.

  • Live syncs are running on your configured schedule (hourly, nightly, or on change).
  • Ask your first question in plain English. The Box builds the dashboard automatically.
  • Review it together: does it answer the question you defined in Step 1?
⏱ Estimate approximately 1 week per data connection, depending on vendor API access and any IT security review required.
6

Training Meeting

One focused hour to make the first dashboard yours.

  • We schedule a 1-hour working session with you and your Onsite Champion.
  • Together we build your first real dashboard: live, against your actual data.
  • You leave the call with a shareable link you can send to your leadership team that same day.
💡 This session is hands-on, not a product demo. Come with two or three questions you've always wanted answered about your business.
⏱
Timeline estimate

Plan for approximately 1 week per data connection, depending on vendor API access and IT security review requirements. Most clients have working dashboards within their first week of connected data.

Ready to start?

Every demo is run against your actual industry and your actual system types. Bring your IT reviewer. We speak both languages.

Schedule a demo