FDE01Forward deployment
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Course

What an FDE does · Course 01

What does an FDE need to do beyond building the system?

Course

Start working with the customer · Course 02

What should you agree on at the first meeting?

Course

Understand the work and the people involved · Course 03

How do you find out how the work really happens?

Course

Define the problem and agree on success · Course 04

Which problem is worth solving, and when should you stop?

Course

Design the human–AI workflow · Course 05

Which steps should AI handle, and how can people review or take over?

Course

Compare options and test key assumptions · Course 06

What should you test first when time is limited?

Course

Manage data, risk and responsibility · Course 07

Who can decide to pause or restore the system?

Course

Evaluate the system and decide whether to release · Course 08

How do you decide whether the system is ready for users?

Course

Help a pilot become part of everyday work · Course 09

Why do people still avoid the system after launch?

Course

Handle disagreements and share bad news · Course 10

How do you explain a problem without making promises you cannot support?

Course

Assess value and recommend the next investment · Course 11

Does saving time justify a larger investment?

Course

Hand over and expand the deployment · Course 12

Can the receiving team run the system after you leave?

Handbook

Make the system work for the people using it · Handbook 01

Check the system and the experience of the people using it.

Handbook

Echo and Delta: complementary responsibilities · Handbook 02

How do business discovery and engineering work together?

Handbook

Keep track of facts, assumptions, decisions and outcomes · Handbook 03

Know which decisions to revisit when new information arrives.

Handbook

What to agree before visiting the customer · Handbook 04

Agree on access, scope and commitments.

Handbook

Start research with a specific event · Handbook 05

Ask what happened before deciding why.

Handbook

Understand who benefits and who takes on more work · Handbook 06

People outside the meeting may be affected most.

Handbook

Turn a request into a testable problem · Handbook 07

State what finding would change your view.

Handbook

Verify what happened when AI says it is done · Handbook 08

Handle success, failure and unknown outcomes separately.

Handbook

Make human review effective · Handbook 09

Reviewers need enough information, time and authority.

Handbook

Test assumptions with a small experiment · Handbook 10

Make the result useful for choosing the next step.

Handbook

Assign responsibility for data and risk · Handbook 11

Assign an owner for risks that remain after controls.

Handbook

Five areas to check before release · Handbook 12

A better overall score may still leave tasks unfit for release.

Handbook

Find out whether people are using the system in their work · Handbook 13

Check task completion and where the workload went.

Handbook

Communicate through disagreements and bad news · Handbook 14

Make the facts, impact and next options clear.

Handbook

Assess project value and the next investment · Handbook 15

Explain how each claimed benefit comes about.

Handbook

Hand over and expand the deployment · Handbook 16

Recheck conditions before moving to a new region or shift.

Handbook

Choose what to practice next · Handbook 17

Start with one specific difficulty you can work on.

Handbook

Keep professional boundaries under pressure · Handbook 18

Being able to do something does not give you authority to decide it.

Templates

Responsibilities and decision owners · Templates 01

At kickoff or when roles and responsibilities change.

Templates

Engagement and research plan · Templates 02

At the start of an engagement and before each research round.

Templates

Facts, assumptions, decisions and outcomes · Templates 03

Keep records throughout the project and update relevant entries when findings or decisions change.

Templates

Workflow and people involved · Templates 04

When investigating actual work, designing with users or understanding non-use.

Templates

Problem and success criteria · Templates 05

When defining the problem or changing goals, task scope or success criteria.

Templates

Human–AI workflow plan · Templates 06

During design, pilot preparation and changes to system boundaries.

Templates

Risk assessment and decision · Templates 07

When a decision affects several teams, has serious consequences or involves unclear authority.

Templates

Evaluation record for a release decision · Templates 08

Before starting a pilot, expanding use or reviewing a material system change.

Templates

Pilot adoption and support plan · Templates 09

At pilot launch, when use stalls or when a new user group joins.

Templates

Difficult conversations and trust repair · Templates 10

During scope disputes, incidents or damage to trust.

Templates

Value assessment and handover plan · Templates 11

At investment reviews, expansion, handover or exit.

Case studies

Beichen · Equipment service · Case studies 01

Locate delays before deciding where AI could help.

Case studies

Anhe · Insurance claims · Case studies 02

Practice claim routing while preserving human decisions and appeals.

Case studies

Yuanfan · Cross-border retail · Case studies 03

Check policy versions and personal data as well as language.

Case studies

Qinghe · Discharge follow-up · Case studies 04

Practice administrative follow-up and identify when to hand off to a professional.

Updates

When AI can take actions, what else needs a safety check? · Updates 01

Understand what the OWASP 2026 resources can help you check.

Updates

Evaluate agents by checking that the work is actually done · Updates 02

Check the business result as well as the “done” response.

Updates

Manage the information an AI task receives · Updates 03

Check data, permissions and history alongside the prompt.