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A checklist for moving from a working proof-of-concept to production.

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1. Structure

1

Organizations & projects

Create production organizations and projects separate from PoC ones. Confirm each project’s type (Desktop Agent or API) matches its channel — it’s fixed at creation — and that your per-type project quotas are set within the system allowance.
2

Roles

Grant the least-privilege role each member needs.

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2. Policies

1

Finalize policies

Lock down your PII and Topic policies.
2

Test with real cases

Send representative inputs and confirm PASS/MASK/BLOCK are correct (check Opticon).
3

Apply versions

Ensure each Guardian is pointed at the intended policy version — see Version & apply.

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3. Integration

  • API projects — issue per-environment API keys (named by caller), and make sure your app handles MASK (use processed_content) and BLOCK, plus errors.
  • Desktop Agent projects — finalize Control Profiles and make sure the right ones are assigned to the production project, choose your Network Fail-Safe, set the Exit Password and confirm the Company Access Key in Desktop Agent settings, then roll out to Agent Users.

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4. Operations

1

Monitoring

Confirm traces flow into Opticon, decide who watches them, and set the trace retention that fits your data-lifecycle requirements.
2

Quotas

Set project and Agent User limits for production scale.
3

Emergency plan

Make sure an Owner is available to reach the Kill Switch — only Owners can toggle it.
4

Audit

Confirm governance changes are captured in the Audit Log.
You’re production-ready when policies are tested and versioned, credentials are scoped, monitoring is live, and your team knows the emergency procedure.