Planning Your Deployment

Help organizations prepare their environment, architecture, and compliance needs for a successful rollout

Successfully deploying the Revenue Recovery platform requires understanding your infrastructure requirements, choosing the right deployment model, and preparing your environment. These guides will walk you through the complete planning process to ensure a smooth and successful implementation.

What These Guides Cover

The planning deployment guides help you prepare for implementation by covering:

  • Architecture fundamentals - Understanding the four-layer platform architecture and how components interact
  • Deployment model selection - Evaluating SaaS versus on-premise deployment based on your requirements
  • Infrastructure requirements - Determining hardware, network, and software prerequisites
  • Security and compliance - Planning for data protection, encryption, and regulatory requirements
  • Operational responsibilities - Clarifying what your team manages versus what [Ai]levate manages
  • Component specifications - Detailed requirements for Relay Service, AI Warehouse, and database infrastructure
  • Network configuration - Planning connectivity between your EHR system and the platform
  • Best practices - Leveraging proven patterns for optimal performance and reliability

Deployment Model Options

SaaS Deployment

  • [Ai]levate-managed infrastructure
  • Rapid deployment timeline
  • Minimal operational overhead
  • Automatic scaling and maintenance

On-Premise Deployment

  • Complete infrastructure control
  • Data residency/sovereignty compliance
  • Custom security configurations
  • Integration with existing infrastructure

On-Premises AI Warehouse Hardware Options

LoudBox

  • Standard rack-mounted configuration
  • Optimized for data center environments
  • Higher cooling requirements

QuietBox

  • Alternative form factor
  • Optimized for specific deployment scenarios
  • Reduced cooling and power footprint

Deployment Guide Sequence

We recommend following this guide sequence to plan and execute your deployment:

  1. Pre-Deployment Checklist - Validate prerequisites and gather required information
  2. Deployment Architecture - Understand the four-layer platform architecture
  3. System Requirements - Review technical specifications for your deployment (skip if already reviewed)
  4. Best Practices - Learn infrastructure optimization and operational recommendations
  5. Relay Service Deployment - Deploy the Relay Service VM (required for all deployments)
  6. Choose your deployment-specific guide:
  7. On-premise only - Select AI Warehouse hardware:

Next Steps

We recommend starting with the Pre-Deployment Checklist to ensure you have everything ready for a successful deployment. Working through these guides in sequence will help you understand the architecture, meet all prerequisites, and follow best practices for your chosen deployment model. If you need assistance at any stage of the planning process, we're here to help—contact your [Ai]levate representative or email [email protected].