Business workflow mapping
Work with employees to map tasks, decision rules and exceptions, defining the work AI will handle and the expected business outputs.
FDE · Enterprise AI Implementation and Delivery
Work alongside your teamsBring AI into business workflows
FDE teams work directly with business, IT and security teams to map workflows, connect knowledge, skills and existing systems, configure applications and complete pilot acceptance and handover. They turn FinAIOS capabilities into usable, maintainable business applications.
Business requirementsRoles · Workflows · Policies
FDEWorkflow mapping · Integration · Delivery
Role-specific AI applicationsWorkplaces · Skills · System integration
- Enterprise knowledge
- Role-specific agents
- System Connections
- Security governance
WHY FDE
Understand how your business works Put AI to work in real workflows
Every enterprise has its own workflows, knowledge, systems and policies. FDE starts with role-specific tasks and translates those requirements into application configurations, integrations and execution rules.
Knowledge and skill configuration
Organize policies, business material and role expertise into knowledge bases and skills that support everyday tasks.
Business-system integration
Connect existing OA, CRM and ERP systems for data queries, tool calls and record updates within established workflows.
Security and permission configuration
Connect enterprise identity systems and configure data access, sandbox execution, business approvals and audit records.
Scope of implementation
Start with a priority workflow Expand AI across your business
Choose product integration, a role-specific application or an enterprise platform based on your systems and goals, with clear scope and deliverables at every stage.
Scope of implementation
Product integration
Deploy and connect the selected products to meet your technical requirements, bringing knowledge services, workplaces or controlled execution into existing applications.
- Deploy products and configure runtime environments
- Connect accounts, interfaces and access permissions
- Complete integration testing and user training
Key deliverables
Product integration and access configurations
Integration test records and user guidance
Implementation process and delivery results
Deliver in defined stages Validate business applications
Move through discovery, workflow mapping, integration, pilot acceptance and handover, with clear activities, participants and deliverables at each stage.
01 / Discovery
Define business goals and pilot scope
Understand role responsibilities, current processes and system conditions. Choose initial tasks and agree on goals, project scope and acceptance criteria.
- Map role tasks, information sources and work steps
- Define initial tasks, goals and acceptance methods
Team collaboration
Business owners, IT and FDE teams review the current environment and agree on pilot goals and project responsibilities.
Stage deliverables
WHAT WE DELIVER
- 01Requirements analysis and pilot plan
- 02Business goals and acceptance criteria
Stage acceptance
Confirm pilot roles, implementation scope, resources and acceptance criteria.
Role-based implementation
Start with concrete tasks Build role-specific AI applications
Identify the information, systems and human decisions needed for client services, research and engineering, then turn role-specific expertise into working applications.
Connect meeting preparation and follow-up work in one workflow
Map client preparation, meeting notes and service requirements with relationship managers, connect product knowledge and CRM, and capture working methods as skills.
Human review
Relationship managers review materials and approve client contact and CRM updates
- Business information
- Client profiles, previous conversations, product information and service policies
- Connected systems
- CRM queries, task management and service-record APIs
- Work performed
- Compile client information, prepare meeting materials, and organize notes and follow-up tasks
Application outputs
- Client briefings and meeting priorities
- Meeting notes and follow-up tasks
- Approved business updates and execution records
COLLABORATION AND ACCEPTANCE
Bring business, IT and security together Validate against real business requirements
Agree on responsibilities and acceptance criteria at the outset. Use real tasks to check sources, results, system actions and exception handling, and resolve issues before production handover.
Business team
Define the work and validate the business result
Provide workflows, information and decision rules. Participate in pilots, check outputs and approve business acceptance.
IT and security team
Implement integrations and enterprise policies
Prepare APIs, accounts, networks and infrastructure. Validate access and security policies, join integration tests and take ownership of operations.
FDE delivery team
Turn requirements into working applications
Map processes and prepare knowledge and skills. Deliver integrations, configurations, testing, issue resolution, training and production handover.
View acceptance criteria
- Business results
- Verify content accuracy, sources and key fields against role-specific business requirements.
- Workflow integration
- Check human review, approvals, system updates and archiving against existing workflows.
- Security and exceptions
- Verify access, execution scope and records, including missing information and API failures.
- Operations and handover
- Check configurations and versions, rehearse updates and rollback, and confirm the team can take over operations.
Handover and ongoing operations
Hand over applications, knowledge and technical assets to your team
Transfer configurations, knowledge, skills and operating documentation. Train the team, rehearse updates and rollback, and establish ownership so the enterprise can maintain and expand its applications.
Understanding ecosystem partnershipsProject deliverables
Operate with your own team
- 01Applications and configurations
- 02Knowledge and skills
- 03Interfaces and policies
- 04Documentation and training
Role-specific applications and workplaces
Hand over agents, business interfaces and workplace configurations, with system connections and everyday usage documented.
Enterprise knowledge and business skills
Transfer knowledge sources, role skills and version configurations, with responsibilities for content updates, skill reviews and maintenance.
System integration and security policies
Transfer interfaces, identity permissions, execution policies and approval workflows, with guidance for reviewing records and investigating issues.
Acceptance, training and operations materials
Provide test reports, user guides and operations documentation. Train the team and rehearse updates, rollback and issue resolution.
- Configuration and version inventory
- Deployment, update and rollback exercises
- Confirmed maintenance owners and responsibilities
YOUR NEXT STEP
Discuss your business needs
Plan FDE implementation and delivery
Map pilot scope and implementation plans around role-specific workflows, system integrations and production goals.
FDE implementation and delivery
Frequently asked questions
What implementation is FDE specifically responsible for?
FDE teams work with your business, IT and security teams on requirements, knowledge and skills, system integration, security configuration, pilot acceptance and handover.
Where should we start with the first implementation?
Start with a frequent task and a clearly defined owner. Map the workflow, source material and systems, then agree on pilot goals and acceptance criteria. Product integration or platform development can also be the starting point.
What information and personnel do enterprises need to prepare?
Prepare business processes, policies, knowledge sources, system interfaces and access information. Assign business, IT, security and operations owners. The FDE team works with them to arrange documents, accounts and test environments.
Is there an AI application or an operating system that can be accessed?
Yes. FDE teams integrate the knowledge, skills, interfaces, workplaces and security controls your existing applications need, keeping them connected to your business workflows.
How can it be maintained and continuously optimized when online?
The project includes application configurations, knowledge, skills, user guides and operations documentation, supported by training and maintenance exercises. Your team takes ownership of updates and support, then extends the applications to other roles and processes.