03 / Discovery-to-delivery automation

From discovery notes
to work worth building.

Bring the SOW, discovery notes, and existing documentation together. Produce functional designs, technical designs, and a delivery backlog—with approvals between stages.

Explore the document journey ↓
ILLUSTRATIVE WORKFLOW / DELIVERY
01 / SOW + DISCOVERYAgree the scopeDealer service operationsSystems and boundariesDeliverables and acceptanceSource evidence02 / FDDDefine the behaviorAccount and case rulesExceptions and ownershipCustomer approval gateReview checkpoint03 / TDDDesign the systemSalesforce ↔ API layerOracle · Portal · S3Real-time + nightly feedsTechnical validation04 / EPIC + STORIESCreate delivery workEPIC · Connected service↳ Account synchronization↳ Case events · Retry queueAgreed next step
SOW + DISCOVERY → FDD → TDD → EPIC + STORIES

A connected set of deliverables

See what your team receives.

One fictional service-operations project, followed through four reviewable artifacts. Select a stage to inspect its output.

Discovery → DeliveryIllustrative example

SOW + discovery

Start with the evidence.

An approved scope and discovery record establish what the project must deliver. Conflicts and missing decisions stay visible.

NIKSON / DELIVERY WORKSPACESOW-01

Connected dealer service operations

Connected service operations / Design workspace

Scope overviewRequirementsReview checkpoint

2.1 Scope of work

Connect dealer service requests, customer and product context, entitlement records, attachments, and training status through Salesforce and an integration layer.

IncludedDealer case APIs, Oracle nightly feeds, product-registration deltas, secure S3 attachments, learning events, retry handling, and acceptance tests.
Outside this scopeHistorical cleanup, billing execution, and replacing the source systems.
AcceptanceEach interface satisfies its agreed timing, reconciliation, access, and error-handling tests. Failures reach an assigned review queue.

Discovery note D-04

“Repeated delivery of the same event must not create duplicate customer records.”

Open decision: confirm required Oracle account fields and the review owner.

Functional design

Make the intent reviewable.

Business stakeholders review the behavior, rules, and exceptions before technical design begins.

NIKSON / DELIVERY WORKSPACEFDD-01

Reliable customer account updates

Connected service operations / Design workspace

Business rulesExceptionsApproval

Requirement R-01

As an account operations user, I need approved account changes to reach the ERP without duplicate customer records.

Account approved→Validate required details→Update customer record
BR-01Only authenticated dealer requests and validated source records are eligible.
BR-02Repeated events must not duplicate work; nightly feeds must reconcile accepted and rejected records.
ExceptionMissing required details create a review item; no incomplete update is sent.
Review gateCustomer approves rules, exception ownership, and acceptance scenarios.

Source: SOW §2.1 · Discovery D-04

Technical design

Show how it will work.

Architecture, mappings, access controls, and failure paths turn approved intent into a technical plan.

NIKSON / DELIVERY WORKSPACETDD-01

Service operations architecture

Connected service operations / Design workspace

Architecture canvas · Service operationsAPIs / Events / Scheduled jobs
API / eventsCase eventsNightly catalogNightly entitlementsSigned file accessCompletion eventsSalesforceService operationsAPI & event layerValidate · map · routeDealer PortalRequests & case statusOracleAccounts & productsProduct RegistrationEntitlements & serialsAWS S3Attachments & exportsDocebo LearnCourse completion

Solid: real-time API / event exchange · Dashed: scheduled nightly feed · Select an interface below for details

API gateway · Authentication / rate limitsEvent processing · Retry queue / dead lettersScheduled jobs · Watermarks / reconciliationObservability · Correlation IDs / alerts
Real-time · Dealer Portal ↔ Salesforce

Case creation and status updates travel through authenticated APIs and events. Correlation IDs link the request to its outcome; failed events enter a retry queue.

Nightly · Oracle → Salesforce

Product and customer-reference deltas are validated, reconciled and imported in a scheduled batch. Rejected records remain in an exception report.

Nightly · Product Registration → Salesforce

Entitlement and serial-number deltas refresh service context. A watermark and reconciliation counts prevent silent omissions.

Real-time · Salesforce ↔ AWS S3

Authorized attachment access uses short-lived signed URLs. File metadata and access decisions remain traceable.

Events · Docebo Learn → Salesforce

Course-completion events update service readiness through a validated inbound endpoint. Duplicate events are ignored using stable event identifiers.

Account identifierSalesforce Account.Id → integration cross-reference → Oracle customer identifier
Duplicate controlPersist a stable event key; check processing state before retrying an upsert.
Error handlingBounded retries for transient failures; validation errors go directly to review.
SecurityDedicated integration identity, least-privilege access, managed secrets.

Derived from FDD R-01 · Proposed architecture · Technical approval required

Epic & stories

Give delivery a clear starting point.

Stories inherit their requirements and acceptance criteria from approved designs. Review the backlog before publishing it.

NIKSON / DELIVERY WORKSPACEACCT-01

Deliver reliable account updates

Connected service operations / Design workspace

EPIC / ACCOUNT INTEGRATIONReady for review

ACCT-02 · Prevent duplicate processing

As an operations user, I need repeated event deliveries to produce one customer update, so retries do not create duplicate work.

Acceptance criteria

  • Given an eligible account, when its approved change arrives, then the mapped customer record is updated.
  • Given the same event key, when it arrives again, then no second business update occurs.
  • Given missing required data, then the event enters review with a clear reason.
  • Given a transient error, then retries remain bounded and observable.

Related stories

ACCT-03 · Field validation & mapping
ACCT-04 · Retry and review queue
ACCT-05 · Audit trail and acceptance tests
ACCT-06 · Dealer case API and event routing
ACCT-07 · Nightly product and entitlement feeds
ACCT-08 · Secure attachments and training events

SOW §2.1 → FDD R-01 → TDD-01 → ACCT-02
Jira shown conceptually; destination is agreed during scoping.

Keep the thread intact

One requirement.
Traceable all the way.

AI assists drafting and organization. Business and technical reviewers own the decisions.

Source evidence→Functional intent→Technical design→Accepted story
01

Functional design

Business behavior, roles, rules, exceptions, and open questions linked to discovery evidence.

02

Technical design

Components, integration needs, permissions, dependencies, and validation approach derived from approved requirements.

03

Delivery backlog

An agreed epic and story structure, acceptance criteria, and traceability to approved designs.

Professional services, supported by automation

Built around
your delivery process.

We configure the workflow, templates, review gates, and destination mapping for your team. This is a scoped service, not an off-the-shelf software subscription.

Inputs

Your existing project context.

Signed SOW, discovery notes, relevant documentation, document templates, and designated reviewers.

Controls

Approval before progression.

Missing information is flagged. FDD and TDD approvals are recorded before downstream artifacts are finalized.

Destination

Jira-first. Adapted by scope.

Epic and story creation follows the agreed project structure and permissions. Linear and other systems can be evaluated.

Acceptance

Consistency across artifacts.

Requirements remain traceable, approved scope is preserved, and stories meet the agreed quality and acceptance standard.

Start with a conversation

Make your next project easier to start.

A free 30-minute introductory call to understand your priorities, discuss fit, and agree a sensible starting point.

Talk to an architect ↗