# Work alongside your teams Bring AI into business workflows Source page: https://www.finogeeks.com/en/services/fde Language: en 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. - Enterprise knowledge - Role-specific agents - System Connections - Security governance ## 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. ### Business workflow mapping Work with employees to map tasks, decision rules and exceptions, defining the work AI will handle and the expected business outputs. ### 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. ## 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 Scope of implementation ### Role-based implementation Start with a task in customer service, research or compliance. Connect its data, skills, business systems and workplace, then configure and validate the application. - Map role responsibilities and business workflows - Configure knowledge, skills and system operations - Validate business results and complete handover #### Key deliverables Role agents and business skills Interfaces, security policies and acceptance records Scope of implementation ### Enterprise platform deployment Configure organizations, models, knowledge, skills and agent services around your infrastructure and management systems. Establish integration and operating standards for wider adoption. - Configure organizations, models and agent services - Establish knowledge, skill and application management - Define security, operations and integration standards #### Key deliverables Platform and resource configurations Application integration standards and operations documents ## 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. ### WHAT WE DELIVER - 01 Requirements analysis and pilot plan - 02 Business goals and acceptance criteria #### Stage acceptance Confirm pilot roles, implementation scope, resources and acceptance criteria. 02 / Workflow mapping ### Map business knowledge, rules and system actions Organize policies, business material, work steps and decision rules. Define the knowledge scope, interfaces and role permissions. - Organize knowledge sources, business terms and rules - Define system interfaces, fields and review points #### Team collaboration Business experts provide policies and operational expertise. System owners review interfaces, fields and access information. ### WHAT WE DELIVER - 01 Inventory of business processes and knowledge materials - 02 Systems and interface inventory #### Stage acceptance Confirm workflows, rules, data sources and the integration checklist. 03 / Integration ### Connect systems and configure role applications Connect enterprise knowledge and business tools, configure agents, skills and workplaces, and apply identity, network and security policies. - Configure knowledge, skills and desktop, web or app access - Integrate interfaces and validate security and functionality #### Team collaboration IT and security teams configure accounts, interfaces, networks and policies. Business teams take part in integration testing. ### WHAT WE DELIVER - 01 Job agents and business skills configuration - 02 System interface, work portal and security configuration #### Stage acceptance Review connections, permissions and execution policies, then complete end-to-end integration testing. 04 / Pilot acceptance ### Validate applications with real business tasks Use real tasks to check results, approvals, exception handling and operation records against agreed acceptance criteria. - Cover normal processing, missing data and conflicting information - Review task results, approvals and execution records #### Team collaboration Pilot users test the application. Business, IT and security teams review results and follow up on issues. ### WHAT WE DELIVER - 01 Operational test examples and validation records - 02 Pilot acceptance and inspection reports #### Stage acceptance Verify results against business criteria, resolve issues and complete pilot acceptance. 05 / Handover ### Transfer applications and maintenance practices Hand over application configurations, knowledge, skills, user guides and operations documentation. Provide training and agree on maintenance responsibilities and future updates. - Review configurations, versions and permissions; rehearse updates and rollback - Train users and transfer maintenance and issue-resolution practices #### Team collaboration Application owners, business users and operations staff receive training, configurations, skills and documentation. ### WHAT WE DELIVER - 01 Application of configuration and business skills packages - 02 Operations and iteration documentation #### Stage acceptance Complete deployment and maintenance exercises, verify deliverables and confirm support owners. ## 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 #### Application outputs - Client briefings and meeting priorities - Meeting notes and follow-up tasks - Approved business updates and execution records ### Connect research and data tools Keep findings tied to their sources Map research collection, data checks and review workflows. Connect reports, disclosures, market data and professional tools with citation and approval rules. #### Human review Researchers verify data and conclusions and follow institutional publication review #### Application outputs - Draft research materials with references - Data discrepancies and inventory to be verified - Reusable research and analysis skills ### Bring design standards and working methods into the engineering workspace Map operations in tools such as CATIA around component requirements, parameters and drawing standards. Configure tool interfaces, skills and engineering review. #### Human review Engineers verify models, dimensions and process requirements before approval #### Application outputs - Parametric models, engineering drawings and bills of materials - Design outputs and review records - Reusable engineering skills ## 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. ## 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. ### Operate with your own team - 01 Applications and configurations - 02 Knowledge and skills - 03 Interfaces and policies - 04 Documentation 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 ## 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. ## Related resources - [Explore the industry solution](https://www.finogeeks.com/en/solutions/banking) - [Explore the industry solution](https://www.finogeeks.com/en/solutions/securities) - [Explore the industry solution](https://www.finogeeks.com/en/solutions/manufacturing) - [Understanding ecosystem partnerships](https://www.finogeeks.com/en/ecosystem)