Choose the simplest useful approach. These are engagement concepts; staffing, scope, permissions and acceptance are agreed before work begins.
Process discovery and redesign
Repeated exceptions, duplicate entry and unclear approvals.
Proposed work: Interview process owners using redacted samples; compare configure, buy, integrate and build before choosing a pilot.
Outputs: Current/future process maps, a baseline, permission map, options brief and bounded pilot acceptance criteria.
Limits / unsuitable fit: Production access is separately agreed. A fit inquiry is not a booked or completed diagnostic.
Evidence: Proposed engagement · reviewed 17 October 2026. Outputs are contractual scope, not delivered-customer proof.
AI systems and assistants
Unstructured documents or knowledge retrieval where human review and evaluation are possible.
Proposed work: Compare deterministic automation, retrieval/generation assistance and bounded agents. Evaluate citations, injection resistance, cost/latency, rollback and provider portability.
Outputs: Architecture, evaluation cases/report, tool permissions, escalation design and operating runbook as contracted.
Limits / unsuitable fit: MCP connectivity, multimodal inputs and multi-agent coordination are evaluated options, not verified connectors or deployed capabilities.
Evidence: Proposed engagement · reviewed 17 October 2026. Outputs are contractual scope, not delivered-customer proof.
Bespoke business software
Internal workflows, customer/partner portals or differentiated applications that justify lifetime ownership cost.
Proposed work: Agree design/accessibility, data model, permissions, integrations, acceptance, deployment and maintenance responsibilities.
Outputs: Workflow/UI prototype, architecture, ownership terms, acceptance tests, documentation and handover as contracted.
Limits / unsuitable fit: Do not build when a standard product fits. Custom development is not universally cheaper or faster than SaaS.
Evidence: Proposed engagement · reviewed 17 October 2026. Outputs are contractual scope, not delivered-customer proof.
Modernization and integrations
Useful systems exist, but information and approvals do not connect.
Proposed work: Read-only discovery → sandbox integration → reconciliation → controlled cutover → monitored rollback readiness.
Outputs: Dependency map, integration contract, migration/reconciliation tests, rollback and exit plan as contracted.
Limits / unsuitable fit: Access, vendor API support, identity mapping and data ownership must be confirmed. System names are examples, not installed integrations.
Evidence: Proposed engagement · reviewed 17 October 2026. Outputs are contractual scope, not delivered-customer proof.
Forward-deployed engineering
A named process owner can work alongside an engineering team on a bounded delivery problem.
Proposed work: Compare scoped project delivery, time-bounded embedded engineering and fractional architecture leadership by responsibility and exit plan.
Outputs: Working increment, decisions, shared backlog, acceptance evidence, training and handover as contracted.
Limits / unsuitable fit: Staffing is agreed per engagement. Expert partners are introduced only when confirmed and with permission; no guaranteed capacity.
Evidence: Proposed engagement · reviewed 17 October 2026. Outputs are contractual scope, not delivered-customer proof.
Managed operation and improvement
A documented service needs maintenance, monitoring or measured workflow improvement with a responsible owner.
Proposed work: Assess health/cost monitoring, incident handling, evaluation regressions, security maintenance and dependency updates; offer handover alternatives.
Outputs: Service inventory, runbook, escalation plan, review report, maintenance backlog and recovery exercises as contracted.
Limits / unsuitable fit: Conditional on agreed scope and staffing. Support hours, response commitments, access and escalation belong in a support plan; no 24/7 coverage is promised.
Evidence: Proposed engagement · reviewed 17 October 2026. Outputs are contractual scope, not delivered-customer proof.