Forward Deployed Playbook field guide for FDEs Bipin Singh
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Integrating with customer systems

3 min readChapter 10 of 20By Bipin Singh

Your software only creates value when it fits into the systems people already use. Integration is where forward deployed work differs most from product engineering: you don't control the environment, the network or the security rules, and the "legacy" system you must connect to may be older than your career.

Understand the deployment model first

Model What it means Typical implications
Multi-tenant SaaS Customer uses your hosted platform Fastest; security review focuses on your controls and data handling
Single-tenant hosted Dedicated instance per customer Stronger isolation; more operational work for you
Customer cloud (their VPC) You deploy into the customer's cloud account Their IAM, networking and approvals; you may not have direct access
On-premises / air-gapped Inside their data centre, maybe no internet Offline installs, no external model APIs unless approved

Clarify this in qualification. It changes your architecture, your timeline and which models you can even use.

Identity and access

Enterprises expect users to sign in with their existing identity provider, typically via SAML or OpenID Connect. Plan for:

Key idea

Permission-aware retrieval is non-negotiable for enterprise AI. An assistant that leaks a document a user isn't allowed to see is a security incident, not a bug.

Network realities

Corporate networks are locked down by design. Expect allowlists for outbound traffic, private connectivity requirements, proxies that interfere with TLS, and long lead times for firewall changes. Ask early: "What will need to talk to what, over which ports, from where?" — and draw it.

Integration patterns

Pattern Use when Watch out for
REST / GraphQL APIs The system exposes a supported API Rate limits, pagination, auth token expiry
Events and webhooks You need near-real-time reaction to changes Delivery guarantees, retries, idempotency
Batch file exchange Legacy systems, nightly processes File formats, partial files, schedule drift
Database replica / CDC Read-heavy analytics or search Schema changes, replication lag, access approvals
UI automation Truly no other option Brittle; treat as temporary

Build integrations to fail gracefully: retries with backoff, idempotent writes, dead-letter queues for poison messages, and clear alerts.

The security review

Almost every enterprise deployment goes through a security review. Make it easy:

  1. A data flow diagram — what data goes where, encrypted how, stored for how long.
  2. Answers to the security questionnaire, prepared with your own security team.
  3. Your controls — authentication, encryption, logging, vulnerability management, incident response.
  4. For AI: which model providers see data, whether it is retained or used for training, and how prompt injection and data leakage are mitigated.
Tip

Request the security questionnaire in the first week. Reviews often take weeks, and they run happily in parallel with your build if you start them early.

Watch out

Never work around a customer's security controls to hit a deadline — no personal tunnels, shared credentials or copied data. It destroys trust instantly, and it may breach the contract.

Interview

System design rounds for FDE roles often add customer constraints: "Same design, but the bank requires everything to stay in their VPC and users sign in with their SSO." Show how the architecture changes, and name the approvals you'd need.

Bipin Singh
Written by Bipin Singh

Senior Full-Stack Engineer · AI & AWS. I turn ambiguous customer problems into production systems — cloud, data and AI.

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