Use when an integration or product partnership needs pre-engineering scoping: the brief, the ranked roadmap input, readiness, and the handoff.
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Use this when an integration or product partnership needs scoping before engineering picks it up. Start from the partner's product and API documentation, the integration ask, our product contacts, and the roadmap window.
This hands off to engineering. It never implements.
Platform and program selection first — pricing, program features, case studies — then the application programming interfaces (APIs) and the extensibility surface, data flows, authentication, and rate limits, then the open questions for partner engineering.
Each unknown names who can answer it and by when. An unknown with no owner is not scoped.
Ranked partner asks with their evidence: who asked, what deal or adoption is attached, how often it comes up. Then what we will not build, with the reason for each.
Product decides. This brief informs.
Documentation, a sandbox, the support path, joint messaging, and the early-access or beta coordination plan — who is in it, what success looks like, and when it ends.
Pass the certification and technical-validation gate on performance, security, and interoperability before launch. A launch with no support path stays in beta.
The brief, one named owner on each side, and a date. Then track the handoff and the integration success metrics — adoption, attach, retention lift — not the build.
The scoping brief, the ranked roadmap input, the readiness checklist, and the dated handoff.
No API documentation means scoping from public material marked INFERENCE, with the documentation request as step one. No product contact means the introduction ask comes before any roadmap input.
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