Engagement Model
Overview
This document describes how project teams, product managers, and other stakeholders engage with the Solution Architecture Practice to get architecture support.
When to Engage Architecture
Required Engagement
Architecture involvement is required for:
- ✅ New product or platform development
- ✅ Major feature releases affecting multiple systems
- ✅ New technology adoption
- ✅ Significant architecture changes
- ✅ System integration with external parties
- ✅ Cloud migration initiatives
- ✅ Security-critical systems
- ✅ Projects with budget > $500K
- ✅ Data platform or pipeline development
- ✅ API platform initiatives
Recommended Engagement
Architecture involvement is recommended for:
- ⚠️ Moderate feature releases
- ⚠️ Performance optimization initiatives
- ⚠️ Technical debt reduction programs
- ⚠️ Infrastructure changes
- ⚠️ Vendor selection
- ⚠️ Proof of concepts
- ⚠️ Architecture modernization
Optional Engagement
Architecture can optionally help with:
- 💡 Design consultations
- 💡 Code reviews for architecture concerns
- 💡 Technical spike guidance
- 💡 Architecture learning and training
- 💡 Tool and framework questions
Engagement Models
Model 1: Embedded Architect
Description: Dedicated architect assigned to your team/project
When to Use:
- Strategic initiatives
- Long-running programs (6+ months)
- Complex, high-risk projects
- New product development
- Major platform initiatives
How It Works:
- Submit architecture service request
- Practice leadership assigns dedicated architect
- Architect joins your team rituals (standups, planning, etc.)
- Architect provides ongoing guidance throughout project
- Architect coordinates ARB reviews as needed
Timeline: Ongoing throughout project
Commitment:
- Architect typically 25-100% allocated
- Part of your team’s ceremonies
- Available for day-to-day questions
Example Projects:
- New customer portal development
- Payment platform rebuild
- Multi-year cloud migration
Model 2: Consulting Engagement
Description: Architect provides specific deliverables or time-boxed consultation
When to Use:
- Specific architecture needs
- Technology evaluations
- Architecture assessments
- Design reviews
- Short to medium-term projects (< 6 months)
How It Works:
- Submit architecture service request
- Initial consultation to scope engagement
- Define deliverables and timeline
- Architect works on defined scope
- Deliver artifacts and knowledge transfer
Timeline: 2-12 weeks typical
Commitment:
- Architect allocated part-time
- Focused on specific deliverables
- Scheduled working sessions
Example Projects:
- Database technology selection
- Microservices decomposition
- Security architecture design
- Integration architecture
Model 3: Review & Advisory
Description: Periodic reviews and ad-hoc guidance
When to Use:
- Ongoing maintenance projects
- Small to medium features
- Teams with in-house architecture capability
- When you need validation more than design
How It Works:
- Team develops design
- Submit for architecture review
- Review session with architect(s)
- Feedback and recommendations
- Iterate if needed
Timeline: 1-2 week review cycle
Commitment:
- Architect reviews submissions
- 1-2 hour review meetings
- Follow-up Q&A as needed
Example Projects:
- Feature releases
- Component refactoring
- Design pattern adoption
Model 4: Office Hours & Ad-Hoc
Description: Quick consultations and guidance
When to Use:
- Quick questions
- Design discussions
- Pattern recommendations
- Tool selection
- Exploratory discussions
How It Works:
- Drop into architecture office hours, OR
- Post question in #architecture Slack channel, OR
- Schedule 30-min consultation
Timeline: Same day to 3 days
Commitment:
- 15 minutes to 2 hours
- No formal deliverables
- Guidance and pointers
Example Scenarios:
- “Which database should we use for this use case?”
- “How should we implement caching?”
- “What’s the pattern for handling distributed transactions?”
- “Can you review this design diagram?”
How to Request Architecture Support
Step 1: Determine Your Need
Review the When to Engage section to understand if architecture involvement is required, recommended, or optional.
Step 2: Choose Engagement Model
Based on your project scope, duration, and complexity, select the appropriate engagement model.
Step 3: Submit Request
Choose your submission method:
Option A: Service Request Form (Recommended)
- Fill out the Architecture Service Request Form
- Email to solution-architecture@company.com
- Or submit via ServiceNow (Architecture Services catalog)
Option B: Slack (For Quick Questions)
- Post in #architecture-requests channel
- Include: project name, what you need, urgency
Option C: Office Hours (For Consultations)
- Check office hours schedule in #architecture channel
- Drop in during posted hours
- Or schedule a specific time slot
Step 4: Initial Consultation
Within 3 business days, an architect will:
- Review your request
- Schedule initial consultation (30-60 min)
- Understand your requirements
- Recommend engagement model if not already clear
- Estimate timeline and commitment
Step 5: Engagement Begins
Depending on model:
- Embedded: Architect joins your team
- Consulting: Scope defined, work begins
- Review: You submit design, review scheduled
- Ad-Hoc: Immediate guidance provided
Step 6: Ongoing Collaboration
- Regular check-ins and sync meetings
- Architecture reviews at key milestones
- ARB submission if required
- Documentation and knowledge transfer
Step 7: Engagement Closure
- Final deliverables provided
- Knowledge transfer completed
- Post-engagement survey
- Ongoing support channel established
Engagement Lifecycle
Request → Consultation → Engagement → Collaboration → Delivery → Closure
↓ ↓ ↓ ↓ ↓ ↓
3 days 30-60 min Varies Ongoing Per scope Survey
Service Level Commitments
| Engagement Type | Initial Response | Engagement Start | Typical Duration |
|---|---|---|---|
| Embedded | 3 business days | 1-2 weeks | Project duration |
| Consulting | 3 business days | 1-2 weeks | 2-12 weeks |
| Review & Advisory | 3 business days | < 1 week | Per review cycle |
| Office Hours | Same day | Immediate | 15 min - 2 hours |
What to Prepare
To make the most of architecture engagement, prepare:
For Initial Consultation
- Project overview and business objectives
- High-level requirements
- Key stakeholders and team structure
- Timeline and constraints
- Budget (if relevant)
- Any existing documentation or designs
For Embedded Engagement
- Access to project repositories and tools
- Team calendar and meeting invites
- Product roadmap
- Technical constraints and dependencies
For Review Engagement
- Design documents
- Architecture diagrams (C4 model preferred)
- API specifications
- ADRs for key decisions
- Non-functional requirements
For Technology Evaluation
- Use cases and requirements
- Current state and pain points
- Options being considered
- Evaluation criteria
- POC scope (if applicable)
Roles & Responsibilities
Your Team’s Responsibilities
- Clearly articulate requirements and constraints
- Provide access to necessary resources
- Participate in architecture sessions
- Implement architecture guidance
- Provide feedback on architecture engagement
Architecture Team’s Responsibilities
- Respond to requests in a timely manner
- Provide clear, actionable guidance
- Document decisions and designs
- Coordinate ARB reviews
- Support implementation
- Knowledge transfer
Escalation
If you’re not getting the support you need:
- First: Speak with your assigned architect
- Second: Contact Principal Architect for your domain
- Third: Escalate to Director of Solution Architecture
Contact: solution-architecture-escalations@company.com
Success Criteria
A successful architecture engagement delivers:
✅ Clear Guidance: Actionable architecture direction
✅ Quality Design: Well-architected solution
✅ Documentation: Comprehensive architecture artifacts
✅ Knowledge Transfer: Team understands the architecture
✅ On-Time Delivery: Architecture doesn’t delay project
✅ Satisfied Stakeholders: Teams satisfied with support
Feedback
We continuously improve based on feedback:
During Engagement
- Regular check-ins to ensure we’re meeting your needs
- Open communication channels
- Adapt approach based on feedback
After Engagement
- Post-engagement survey (anonymous option available)
- Retrospective with your team
- Lessons learned captured
Share Feedback
- Email: solution-architecture@company.com
- Slack: #architecture-feedback
- Direct conversation with your architect
- Quarterly practice reviews
Examples
Example 1: New Product Launch
Scenario: Launching a new customer-facing mobile app
Engagement Model: Embedded Architect
Process:
- Product Manager submits architecture service request
- Initial consultation to understand vision and requirements
- Senior Solution Architect assigned 50% to project
- Architect participates in inception and design sprints
- Solution architecture document created
- ARB review conducted
- Architect guides implementation through launch
- Knowledge transfer to maintenance team
Duration: 6 months
Example 2: Technology Evaluation
Scenario: Evaluate message queue technologies
Engagement Model: Consulting Engagement
Process:
- Engineering Lead submits request
- Integration Architect assigned
- Evaluation criteria defined together
- Architect conducts research and POCs
- Technology comparison document created
- Recommendation presented to stakeholders
- ADR documenting decision
Duration: 4 weeks
Example 3: Feature Design Review
Scenario: New payment processing feature
Engagement Model: Review & Advisory
Process:
- Team develops initial design
- Submit design docs for review
- 90-minute review session with architect
- Feedback on security, scalability, and integration
- Team refines design
- Quick follow-up review (30 min)
- Approval to proceed
Duration: 2 weeks
Example 4: Quick Consultation
Scenario: Database choice for new microservice
Engagement Model: Office Hours
Process:
- Developer posts question in #architecture
- Data Architect responds within 2 hours
- 30-minute call to discuss requirements
- Recommendation provided with rationale
- Pointer to database selection decision tree
Duration: Same day
FAQs
Q: Do I need architecture approval to start development?
A: For required engagement projects, yes. For others, it’s recommended but not blocking.
Q: How much does architecture support cost?
A: Architecture is a shared service. There’s no direct cost to your project.
Q: Can I request a specific architect?
A: You can express preference, but assignment considers workload, expertise, and availability.
Q: What if I disagree with architecture guidance?
A: Architecture provides recommendations, not mandates (except for governance items). Discuss concerns with your architect. Escalation path is available.
Q: How do I know if my project needs ARB review?
A: Your architect will guide you. Generally, major projects and significant decisions require ARB.
Q: Can I get architecture help for a spike or POC?
A: Yes! Use Office Hours model for quick POC guidance or Consulting model for more involved POCs.
Q: What if our timelines are very aggressive?
A: Let us know upfront. We can adjust engagement model and prioritize critical architecture aspects.
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