When to Use
When working with prospects or customers to design how your platform fits into their technical environment — pre-sales, implementation planning, or technical advisory.
Core Jobs
1. Discovery Call Architecture Intake
Questions to ask before designing anything:
- Current stack (languages, cloud, databases, auth systems)
- Scale requirements (current and projected users/transactions)
- Data sensitivity (PII? PHI? compliance requirements?)
- Integration requirements (what systems must connect?)
- Team capability (who will implement and maintain?)
- Timeline and phasing
2. Design the Architecture
Produce a reference architecture diagram:
- Data flow (where does data come from, go to, get processed?)
- Integration points (APIs, webhooks, SDKs, ETL)
- Security boundary (what's in their infra vs yours)
- Network topology (VPC peering, private link, or public API?)