Data handling
Agreed scopeDefine the processing purpose, responsibilities, retention, and deletion requirements in the engagement agreement.
Why BundleBoB
A direct working relationship, thoughtful engineering, and a clear path from operational problem to usable software. We bring practical AI, applications, and integrations together around your team.
ONE EXAMPLE / CONNECTED SYSTEMS
For an integration project, the work goes beyond moving records. We agree how exceptions are explained and who takes the next step.
| What matters | Spreadsheet exports | A basic sync | BundleBoB |
|---|---|---|---|
| When the picture updates | When someone rebuilds it | When a record moves | Agreed checks and review |
| When systems disagree | Someone investigates | Depends on the sync rules | Both values, source, and rule |
| When your process changes | Update the spreadsheet | Update the connector | Ongoing mapping and review |
Illustrates differences in approach, not measured performance claims or competitor guarantees.
Clear ownership
Your business information remains yours. Software ownership, licenses, access, documentation, and ongoing support are defined in the engagement agreement before the build begins.
The engagement
Your forward-deployed engineer works directly with your business owner and the people using the solution. Scope, review cadence, delivery responsibilities, and support are agreed together.
Scope and pricing follow a review of your workflow, users, systems, and requirements.
Agree on the workflow, users, permissions, and the first useful release.
Review working software with your team. Make assumptions, tradeoffs, and next steps visible.
Agree a support arrangement. Plan maintenance, documentation, and improvements as your needs change.
Security & data handling
Data handling, hosting, and access are part of the engagement scope. Agree the requirements with your team before connecting business systems.
Define the processing purpose, responsibilities, retention, and deletion requirements in the engagement agreement.
Document where records, reports, backups, and support data will be processed. Scope client-hosted options where needed.
Agree permissions, approval steps, and support ownership. Give people access appropriate to their role.
Read-only access at the start. Agreed access permissions. Traceable source records. Documented retention and deletion. Human approval for any write-back. These are delivery requirements to verify before processing client data, not claims of an audited production system.
A BETTER WAY STARTS WITH A CONVERSATION
Tell us what’s getting in the way.
We’ll help you figure out what comes next.