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Scenario: You've just joined a sustainable-infrastructure SaaS company as their first Technical Implementation Lead. Your first enterprise customer is a mid-size asset manager. They're excited, but things are messy: They've sent: A large Excel workbook with portfolio and project data A NetSuite export with GL codes and transactions A Salesforce report with account hierarchies and contacts Field names don't match between systems, some GL codes are duplicated or unclear, and there's no single "source of truth." The customer's sponsor wants to go live in 6 weeks so their team can start using the platform for reporting. Internally, Sales has promised "a smooth onboarding," but Product and Engineering have limited bandwidth. There are no existing playbooks --- you're starting from scratch. Record a video walking us through how you would approach this implementation challenge. You may also include optional notes or diagrams to support your presentation.
Context: You've joined a team building a platform used by medical and dental practices. The company wants to ship its first agentic AI feature: an assistant that helps clinic staff handle their daily workload more efficiently. Today, staff manually: Read through incoming messages and requests (patients asking for appointments, refills, billing questions) Check practice management / EHR systems for patient info, schedule, and eligibility Decide what to do next: reply, schedule, escalate to a doctor, or ask for more info Leadership wants an AI-powered workflow where: Messages are triaged and summarized using AI The system proposes recommended actions (e.g., "offer these 3 time slots," "route to billing," "flag for doctor review") Staff can review, edit, and approve actions in a React-based UI, and then the platform executes them via backend services and APIs Record a video walking us through how you would approach designing and building this system. You may also include optional notes or diagrams to support your presentation.
This challenge assesses your ability to design and implement an AI-powered workflow assistant for PortX, a company that powers integrations between banks, credit unions, and fintech companies. Scenario — "AI Workflow Assistant for Integration Setup": PortX powers integrations between banks, credit unions, and fintechs. New customers often ask: "How do I connect my banking core to a fintech partner for payments or onboarding?" Right now, this setup process involves reading documentation and configuring API endpoints manually. Your task is to design an AI Workflow Assistant that can guide users through connecting a new integration safely, interactively, and with human-level clarity. Record a video walking us through your approach, and submit two short design documents outlining your system architecture and reliability strategy.
Scenario — "Reconciling Transactions Across Accounts" A company's platform ingests financial transaction data from multiple sources — banks, CRMs, and internal ledgers. Build the first version of a Transaction Reconciliation Service that helps finance teams identify mismatches between imported and expected transactions. Design a simple full-stack feature that: Ingests transactions from two sources — e.g., bank feed and internal ledger Compares transactions using key fields (date, amount, merchant, reference) Flags mismatches or duplicates for review Displays results in a clean frontend view that supports sorting and filtering Supports auditing — every match or mismatch is logged for future reference Submit a system design sketch, a UX and validation plan, and a video walking through your approach.
Scenario — "Closing the High-Rise Deal": Company's AI platform turns passive security cameras into proactive monitoring tools. Your prospect: Skyline Properties, a regional commercial real estate group managing 25 high-rise buildings. They've expressed interest after hearing how the company reduced false alarms by 40% for another client. Here's what you know: The Security Director wants fewer manual checks and faster incident response The CFO wants ROI within 6 months, with clear productivity metrics The IT Manager is worried about data privacy and integration with existing camera systems Your Task: Design and present your sales approach and messaging strategy for this deal. You don't need to deliver a full pitch deck — just explain your thought process and how you'd run the conversation. Record a video walking us through your approach, and submit two written documents outlining your discovery strategy and ROI/objection handling plan.