Initial conversation
Describe the business decision, the responsible teams and the result the organization needs. No production data is required.
Getting started
Begin without sending production data.
The first steps establish the business decision, the people involved and whether a limited engagement is appropriate.
One business questionSafe initial informationOptional next step
A low-risk start
Decide whether a scoped engagement makes sense.
Each step has a clear decision point. Continuing is not automatic.
Safe example
If useful, use synthetic or de-identified material to confirm a shared understanding. Handling conditions are agreed first.
Scoped next step
If there is a fit, agree the scope, responsibilities and safeguards for a readiness review or limited pilot.
What to prepare
A useful first conversation can start with operational context rather than data files.
- The business situation
- The teams involved
- The decision the organization needs to make
- Any constraints already known
What not to send initially
Do not attach confidential production or proprietary materials before handling conditions are agreed.
- Raw customer or employee data
- Production database exports
- Source code
- Internal rules, prompts or delivery templates
Initial discussion
Describe the decision before describing every system.
The business contact channel is the right place to begin a scoped enterprise conversation.