Forward-Deployed Engineering05

Your systems of record,connected and modelled,with the access walls intact.

We connect the workflow to the systems it needs, model the data as the system will read it and build retrieval that shows a person only what they are allowed to see. Each system is scoped and priced on its own.

SYSTEMS MAPConnected
ERPDocumentsWarehouseCRMIdentityWorkflow service
Scope
Per system, priced each
Reads
Live, from the system of record
Writes
Back, attributed, as the person it acts for
Access
Your existing walls, kept

FDE / 01What we connect

Four kinds of system.

Every workflow touches some of these. Each connector is scoped on its own, because each is a different amount of work.

  1. Systems of record

    ERP, CRM, HR, finance and the line-of-business systems that hold the truth. Read live through their APIs or their database, written back to through the same path a person would use, with the action attributed.

  2. Documents

    Shared drives, document stores, mailboxes, scanned PDFs. Parsed with their structure kept, indexed with the permissions of the folder they came from, and traceable back to the page.

  3. APIs and services

    Internal services and third-party APIs the workflow has to call. Wrapped as tools the system can use, each with its own permission scope, rate limit and log line.

  4. Identity

    Your identity provider. The system acts as the person it works for, no more; every read and write carries their identity, and revoking the person revokes the system's access on their behalf.

FDE / 02The data

As it is, and as the system reads it.

The connectors are the smaller half. The larger half is making the data mean one thing across systems, and knowing where each value came from.

AS IT ISAS THE SYSTEM READS IT

Data as it is

  • Three customer identifiers across three systems, none of them primary
  • The field that is always wrong, and the one person who knows why
  • Documents in a shared drive with no owner and every permission
  • A monthly export in a spreadsheet that is the real source of truth
  • History that changes shape at the year the system was migrated

Data as the system reads it

  • One model, with each entity resolved across the systems that hold it
  • Provenance on every field: which system, which record, when
  • Retrieval that returns only what the person asking may see
  • Live reads from the record; the spreadsheet export retired
  • A data quality register: the known faults, and what the system does with each

FDE / 03What you keep

6 ITEMS

The onboarding manifest.

Six things, in your accounts, for every system connected.

ONBOARDING MANIFEST6 ITEMS
  • The connectors

    One per system, in your repository, with its permission scope, rate limits and tests against the live system.

  • The data model

    Entities resolved across systems, documented, with the rules for each join written down.

  • The retrieval index

    Documents and records indexed with their permissions, so a query returns only what its reader may see.

  • The provenance

    Every value the system uses traceable to a system, a record and a time; every answer traceable to its sources.

  • The write-back path

    How the system writes to the record: as whom, with what approval, logged where, reversed how.

  • The data quality register

    The faults found in the data, their cause where known, and what the system does when it meets each.

FDE / 04Specified

10 FIELDS

Onboarding, specified.

The terms as they stand before the first call. The systems move the detail; they do not move the rules.

Scope
Per system; each connector, model and index scoped and priced on its own
Start
A scoping call, then a read of the systems, their APIs and their access model
Engineer
One named senior engineer; a data engineer where the modelling needs one
Where it runs
In your cloud account and your repository; data stays in your region
Access needed
API or database credentials per system, scoped to what the workflow needs, and a person who can grant them
Identity
The system acts through your identity provider, as the person it works for
Write-back
Through the same path a person would use, attributed, approved where the record needs it, reversible
Retrieval
Indexed with the source's permissions; a golden set of queries with known answers to score it against
Tests
Each connector tested against the live system in your pipeline; the data quality register kept current
Ends with
Connectors, model and index in your accounts, documented, with a runbook per connector

FDE / 05Fit

Whether to call us

Call us when

  • A workflow needs more than one system and none of them talk to each other
  • A pilot works on an export and stops at the system of record
  • Documents hold the answers and nobody can search them by permission
  • Access rules differ by system and the workflow must respect each
  • A Production Sprint needs a connector its six weeks cannot absorb

Do not call us when

  • You need a data warehouse built before anything else; that is a different engagement
  • The system of record itself is being replaced this year
  • No one can grant credentials to the systems inside a fortnight
  • The workflow does not yet exist to be connected
  • The data is owned by a third party who will not grant access

FDE / 06Proof

1 ROWS

Case studies

Illustrative engagements written end to end, chapter by chapter.

FDE / 07Questions

6 QUESTIONS

Asked about onboarding.

Do you use MCP servers or your own connectors?

Whichever your stack and the system support. Where a system has a maintained server or SDK, we use it and wrap the permissions; where it does not, we write a connector in your repository. In both cases the code is yours.

How do the access walls stay intact?

Documents and records are indexed with the permissions of where they came from, and every query is made as the person asking, through your identity provider. A person cannot retrieve through the system what they could not open themselves.

What about data quality?

We do not clean the data before starting; we read it as it is and write down what we find. The register lists each fault, its cause where known and what the system does when it meets it. Fixes at the source are yours to schedule.

Does our data leave our perimeter?

No. Connectors, indexes and models run in your cloud account and your region. Where the requirement is stricter, the environment is scoped with Regulated & Secure Deployment.

Can the system write to the record, or only read?

Both, if the workflow needs it. Write-back goes through the same path a person would use, as that person, with an approval step where the record needs one, and every write is logged and reversible.

How is it priced?

Per system, as a fixed fee per connector, model or index, agreed before the work starts. A system whose access does not arrive is paused, not invoiced.

FDE / ENDStart

Connect the record,and the workflow can run on it.

Book a scoping call and bring the list of systems; you leave knowing what each would take.