Bring to the discussion
A business owner, current workflow, key systems, available non-confidential examples and known access constraints.
01 / SERVICES
Define the FDE expertise, then the engagement.
Start with business goals, field constraints and an outcome you can evaluate. Discuss people, collaboration and scope before implementation.
A MANAGEABLE FIRST STEP
Define one workflow before committing to implementation.
Use a single-workflow assessment to discuss feasibility and define the first delivery stage. Confirm the actual scope, fee and schedule before starting; there is no fixed-duration or free-service promise.
Define the assessment output
A feasibility decision, system and access boundaries, pilot acceptance criteria, and the FDE expertise and effort the next stage would need. Pausing implementation is a valid outcome.
BEFORE AN ENGAGEMENT
Make the working relationship explicit.
These are questions to resolve for a specific engagement, not a claim of completed vetting, a guaranteed match or a universal contract model.
Contracting and responsibility
Confirm whether TechUnity is organizing a match or undertaking delivery, who signs the agreement and who owns each acceptance decision.
People and evidence
Check relevant project experience, the individual’s contribution and current availability. A job title or tool list is not delivery evidence.
Fees and payment
Clarify who charges whom, the basis for each fee, payment milestones and any ongoing support. There is no implied fee arrangement from submitting an inquiry.
No fit, changes or disputes
Agree how an unsuitable match, changes in scope and acceptance disagreements will be handled before committing to work.
THE FDE CONTRIBUTION
Connect field insight to a system people can operate.
Work with real users, question the initial brief, test a limited workflow and use operating feedback to refine it. Acceptance should cover a usable result and a handoff the client team can own, not just time spent on-site.
Reusable does not mean unrestricted
General methods, authorized components and evaluation practices can become reusable assets. Client data, private code and confidential business rules remain subject to agreed ownership and permissions.
01Discover & define
Start with the right workflow.
Find one workflow with a clear owner, system boundary, and acceptance signal.
- Workflow & system mapping
- Access and risk boundaries
- Acceptance criteria
02Integrate & operationalize
Build inside your business.
Connect APIs and data with explicit access, human approval, and failure paths.
- API & data connectors
- RAG and Agent workflows
- RBAC & human approval
03Ship & hand off
Ready for the people who run it.
Bring Eval, observability, audit, runbook, and rollback into the handoff.
- Evaluation and acceptance
- Monitoring & audit trails
- Runbooks & rollback
WORKING TOGETHER
Define the engagement before the build.
Scope & fit
Start with a bounded workflow, a system owner, accessible test data and an observable outcome. Unclear data rights or unreviewable high-impact actions must be resolved before implementation.
Deployment & data
Agree where services run, which model providers may receive data, who owns credentials, and how access is revoked. Private deployment and on-site work require explicit agreement; they are not implied by FDE.
Cost & schedule
Estimate after confirming connectors, data quality, access approvals, evaluation scope and support needs. Separate implementation effort from hosting, model usage and ongoing operations.
Ownership & support
Record source-code and artifact ownership, customer responsibilities, acceptance sign-off, incident ownership and the support window in the scope of work. A handoff is not an automatic 24/7 support commitment.
ACCEPTANCE TEMPLATE
Agree what passing means.
This is a planning template, not a claim of measured results. Set thresholds and owners for each engagement before development.
Quality
Versioned test set; accepted / rejected / escalated outcomes
Business ownerAccess
Unauthorized source retrieval and tool calls are denied
System ownerOperations
P95 latency, per-run cost, failure alerts and recovery drill
Operations ownerHandoff
Repository, deployment guide, runbook and access revocation checklist
Receiving teamHave a workflow in mind?Let’s map it out