SA
FDE Discipline 02 / 04

Forward-Deployed Engineering

Embedded with doctors, finance, and ops. Find the real problem, ship into their workflow, teach them to run it.

Forward-Deployed Engineering abstract artwork

The story

My role at Hybridge is titled AI engineer, but the actual work is closer to embedded engineering: the stakeholders are surgeons, a CFO, treatment coordinators, and a chief sales officer, and none of them write tickets. Requirements live in their spreadsheets, their meeting transcripts, and their workarounds. The discovery work is the work.

The dashboard is the cleanest example. Leadership ran the company on a hand-built Excel sheet with patient-to-lead links that silently broke on duplicate names. I rebuilt it where ops already lives (Google Sheets), encoded the ops manager's exact business rules as reviewable config, iterated on it live in meetings with the CSO, and backed every number with an independent verification harness. Fixing the linkage surfaced roughly $460K of patient value the old reports were quietly dropping.

The other half of forward-deployed work is enablement. One engineer doesn't scale; an organization that uses AI well does. At Hybridge I started a weekly AI Power Hour plus office hours for seven non-technical departments, built from a needs survey rather than a hype deck, with privacy and compliance addressed in every single session.

And sometimes the most valuable deliverable is the honest no. The CRM blueprint I wrote tells leadership plainly: if you won't fund ongoing engineering, the correct decision is to stay on the current vendor. Knowing when not to build is part of the job.

What I bring

Discovery from primary sources

Requirements pulled from real exports, meeting transcripts, and shadowing sessions: eight catalogued data quality problems with row counts, not vibes.

Ship into existing workflows

Sheets for ops, a web UI for finance, email reports for doctors. Adoption beats elegance; the tool that gets used wins.

Enablement and training

A weekly training program and office hours that take non-technical teams from zero to confident, compliant AI use.

Honest scoping

Build-vs-buy and build-vs-stay analyses with real cost lines, including the ones that recommend against building.

The projects

Built, shipped, and used.

Centralized Diagnostic Filter preview

The current frontier: a standardized diagnostic operating system built with the practice founder, unifying every imaging modality (CBCT, intraoral scans, photos, a risk survey) into one AI-assisted, doctor-validated report. The hardest forward-deployed job there is, turning a clinician's thirty-year mental model into a buildable, phased system.

  • Elicited a veteran clinician's diagnostic model into a phased, buildable spec
  • Fourteen input classes mapped to nine standardized report sections
  • A preserved 0-200 future-tooth-loss risk score across four bands
  • Governing rule: AI assists, doctors validate, every finding doctor-confirmed
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Cowork Dashboard preview

Cowork Dashboard

In production

The operations dashboard Hybridge leadership runs the business on: weekly Monday.com exports parsed into a full funnel view, iterated live with the CSO, every metric independently verifiable.

  • Patient-to-lead linkage fixed from 49% to 99% by replacing name-matching with real foreign keys
  • Surfaced ~$460K of orphan patient value the old reports dropped
  • A Python port of the entire metric logic re-computes every number as an audit
  • Three-minute weekly workflow: drop three exports, hit refresh
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AI Lab & Office Hours preview

AI Lab & Office Hours

Running program

A company-wide enablement program: weekly AI Power Hour sessions plus open office hours for seven non-technical departments, grounded in a needs survey, privacy-first in every session.

  • Curriculum built from a structured 7-department needs assessment
  • Decks generated programmatically from a build script, versioned like code
  • Plain language, no jargon, no code; HIPAA awareness in every session
Hybridge CRM blueprint preview

Hybridge CRM blueprint

Design complete

A build-ready architecture for migrating 15K patient records off Monday.com: immutable patient identity, append-only consent ledgers, a marketing firewall that structurally can't leak PHI, and a survivability plan for when I'm not in the room.

  • PRD says the quiet part out loud: without funded maintenance, don't build this
  • Human-in-the-loop dedup; reversible merges; audit log captures reads, not just writes
  • NY SHIELD analysis citing a $2.85M settlement in Hybridge's own market
Accounting automation platform preview

A self-serve web platform that lets the finance lead run every accounting ETL himself: upload a file, get a script recommendation, run it, download the result. About 400 hours a year of senior time back.

  • Zero-trust access via Cloud IAP; adding a user is a UI action, not a gcloud command
  • Success criterion: the engineer is no longer needed in the loop
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The writing

Notes from this side of the work.