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AI-CHATBOT / ENTERPRISE AI

Forward-Deployed Engineering: Connect Your Systems to AI

Work directly with engineers who help connect your data, applications, and AI agents. Build a secure foundation for intelligent workflows in an environment your organization owns and controls.

Plan Your Engineering Project

Start with your systems, your AI goals, and a focused use case.

THE OPPORTUNITY

Bring AI closer to the information your organization uses

AI agents become more useful when they can access relevant information from the systems your teams rely on. That information may be spread across learning platforms, customer systems, human resources applications, databases, and document repositories.

Forward-Deployed Engineering is a hands-on professional service. Engineers work directly with your team to map your systems, build integrations, and establish a governed memory layer that can give AI agents the context they need.

The solution is designed around your organization’s technology, permissions, and goals. Your team receives the code, configurations, and documentation needed to operate and extend the environment.

From disconnected systems to a foundation for useful AI.

Illustrative engineering and integration workflow

Map your systems

Applications and databases

Users and access rules

Business and learning needs

Build the foundation

MCP servers and connectors

Memory and retrieval

Security and governance

Enable AI agents

Authorized access to context

Purpose-built workflows

Monitoring and improvement

Built around your organization: your data, systems, policies, infrastructure, and objectives.

KEY CAPABILITIES

Engineering support for your AI infrastructure

Connect the systems, information, and safeguards that help AI agents work within your organization’s environment.

01

Systems Mapping

Identify the applications, data sources, users, and permissions involved in your chosen AI use case.

02

MCP Integrations

Build MCP servers and connectors that give authorized agents a consistent way to access systems and tools.

03

Memory Layer

Create a foundation for retrieving relevant organizational information and providing context to AI agents.

04

Security and Oversight

Design access controls, monitoring, and governance around your organization’s requirements.

THE MODEL CONTEXT PROTOCOL

A consistent way for AI to connect with your systems

The Model Context Protocol, or MCP, is an open standard that helps AI applications connect to external tools, services, and information sources.

Our engineers can build MCP servers that expose approved resources and tools to your AI agents. Each connection is designed around the systems and access policies relevant to your project.

CONNECT

Bring systems together

Provide a common way for compatible agents to access information from different applications and repositories.

Focus: useful access to information.

CONTROL

Apply your access rules

Design connections around authenticated users, roles, permissions, and the requirements of each system.

Focus: governed access.

EXTEND

Support more AI use cases

Reuse approved connectors and shared infrastructure as your organization develops additional agents and workflows.

Focus: a foundation that can grow.

SYSTEMS AND INTEGRATIONS

Connect the platforms your teams already use

Your project can include a combination of existing systems and custom connections. The appropriate integrations depend on your applications, available interfaces, and access requirements.

01

Student Information Systems

Connect compatible systems such as Banner, PeopleSoft, and Colleague to support access to approved student information.

02

Learning Management Systems

Connect platforms such as Canvas, Blackboard, Brightspace, and Moodle to make approved course information available.

03

CRM Platforms

Connect compatible CRM systems such as Salesforce, Slate, and HubSpot to support relevant organizational workflows.

04

ERP and Human Resources

Integrate approved information from systems such as Workday and Oracle, based on your use case and permissions.

05

Identity and Directories

Work with identity systems such as Microsoft Entra ID, Okta, and Google Workspace to support authentication and role-based access.

06

Documents and Storage

Connect approved content from sources such as SharePoint, OneDrive, and cloud storage for retrieval by authorized agents.

THE MEMORY LAYER

Give AI agents relevant organizational context

A memory layer helps organize and retrieve information from connected systems. It can provide AI agents with context such as approved documents, course information, deadlines, policies, and other data relevant to a request.

01

Connected Knowledge

Bring information from approved sources into a structure that supports contextual retrieval across systems.

02

Relevant Retrieval

Use a knowledge graph and search index to help agents find information related to a user's question or task.

03

Freshness and Synchronization

Plan how information is synchronized and updated so connected data remains useful as source systems change.

SECURITY AND GOVERNANCE

Design AI access around your organization’s policies

Secure integrations require more than connecting systems. They need clear rules for identity, permissions, sensitive information, and ongoing oversight.

01

Role-Based Access

Apply access rules based on the authenticated user’s role and the permissions configured for each connected system.

02

Data Minimization

Configure rules to mask or exclude sensitive fields when they are not needed or authorized for a particular request.

03

Audit and Monitoring

Record and monitor relevant system activity to support security reviews, troubleshooting, and organizational policies.

04

Secure Connections

Design encrypted connections between components and apply access controls appropriate to your environment.

05

Privacy Requirements

Address applicable privacy obligations, consent requirements, and retention policies as part of project planning.

06

Deployment Control

Run integration components in your own cloud or on-premises infrastructure, according to your architecture requirements.

WAYS TO USE FORWARD-DEPLOYED ENGINEERING

Build the connections behind practical AI experiences

Start with a use case that brings together information from multiple systems and provides a clear benefit to your users.

01

Student Support

Give authorized student-facing agents access to relevant course materials, deadlines, and institutional policies.

02

Instructor Assistance

Support teaching assistants that help instructors prepare study materials and address common course questions.

03

Administrative Support

Help authorized staff find policies, review information, and prepare summaries from connected systems.

04

Employee Assistance

Connect approved workplace documentation and systems to support employee questions and internal workflows.

05

Content Retrieval

Make approved handbooks, policies, training materials, and other documents easier for agents to find and cite.

06

Cross-System Workflows

Connect agents to approved tools and information across systems to support coordinated, multi-step processes.

WHO WE WORK WITH

Engineering in partnership with your team

Successful AI integrations require input from the people who understand your systems, policies, data, and users. Our engineers work alongside your stakeholders throughout the project.

IT and Architecture Teams

Plan system connections, deployment architecture, identity, monitoring, and operational responsibilities.

Program and Department Leaders

Identify useful workflows, define user needs, and evaluate whether the solution supports organizational goals.

Security and Privacy Teams

Review access rules, sensitive information, audit needs, and applicable organizational requirements.

WHAT YOUR ORGANIZATION RECEIVES

Keep the components your team needs to move forward

Project deliverables are designed to help your organization operate, maintain, and extend its AI integrations.

01

Connector Source Code

Source code for the MCP servers and system connectors developed for your project.

02

Deployment Configuration

Infrastructure and deployment files that support operation in your organization’s chosen environment.

03

Data and Tool Documentation

Information about connected data, tool definitions, interfaces, and integration tests.

04

Security Configurations

Project-specific access rules, redaction settings, and other policy configurations.

05

Monitoring and Runbooks

Operational documentation and monitoring tools to help your team manage connected services.

06

Agent Starter Materials

Where included in the project, agent tools, prompts, and evaluation materials to support future use cases.

OWNERSHIP AND CONTROL

Build your AI foundation in your environment

Your organization should be able to understand and manage the technology supporting its AI initiatives. The engineering engagement is designed around ownership and knowledge transfer.

Your Infrastructure

Deploy in your own cloud or on-premises environment, including an air-gapped network where appropriate for the project.

Your Code and Data

Retain the code, configurations, and project artifacts developed for your organization.

Your Team's Capability

Receive documentation and a handoff so your team can operate and extend the solution, with ongoing support if needed.

GETTING STARTED

Start with a focused engineering project

Begin with a clear use case and a defined set of systems. Expand the solution as your organization’s needs develop.

STEP 01 Review your architecture

Identify your goals, systems, data sources, users, and security requirements.

STEP 02 Plan a pilot

Select a focused use case and agree on the integrations, milestones, and project scope.

STEP 03 Build and hand off

Develop and test the solution, evaluate results, and prepare your team to manage the environment.

FREQUENTLY ASKED QUESTIONS

Questions about Forward-Deployed Engineering

What is Forward-Deployed Engineering?

Forward-Deployed Engineering is a hands-on professional service in which engineers work directly with your team to design, build, and deploy AI integrations around your organization’s systems and requirements.

What is an AI memory layer?

A memory layer is a foundation for organizing and retrieving information that AI agents can use as context. It can connect information from approved systems and apply access policies relevant to each request.

What is MCP?

MCP stands for Model Context Protocol. It is an open standard that helps compatible AI applications connect to external information sources, tools, and services.

Which systems can be connected?

Depending on the project, integrations can include learning management systems, student information systems, CRM platforms, ERP and human resources applications, identity systems, databases, and document repositories.

How is access to sensitive information managed?

Connections can be designed with authentication, role-based permissions, field-level controls, data masking, and audit logging. The specific controls depend on your requirements and implementation.

Can the solution run in our own environment?

Yes. Components can be deployed in your own cloud or on-premises infrastructure. Air-gapped deployment can also be considered based on your project and technology requirements.

How long does an engagement take?

An initial deployment may take approximately four to eight weeks, depending on the systems involved and the complexity of the project. Scope, security reviews, and integration requirements can affect the timeline.

What does our organization own?

Your organization receives the source code, configurations, deployment materials, and other agreed deliverables developed for the project. Documentation and handoff support help your team manage the solution.

Can we request ongoing engineering support?

Yes. After the initial project, additional support can be discussed for new integrations, improvements, additional workflows, or ongoing management.

LET'S GET STARTED

Connect your systems and build a stronger foundation for AI

Explore how Forward-Deployed Engineering can help your organization bring its data, applications, and AI agents together.

Discuss Your Engineering Project

We can discuss your systems, AI use cases, security needs, and deployment requirements.