Mock Engagement

Overview

• Primary references: the earlier topics of this track, 01 Discovery through 07 Escalation and Handoff; your own platform from the course
• Supplementary: the role-path capstone (one mock customer, Lexa, through every part); Shostack, Threat Modeling (for the security questionnaire)
• Prerequisites: field-engineering topics 01 to 07; for the course modules, your system at v1.0.0 (course Passes 1 to 10)
• Estimated time: 1 to 2 weeks in course Pass 11

Key Takeaways

• A field engineer sells and delivers a system they understand to the bottom. Running a mock engagement against a platform you built removes the guesswork: every sizing number, benchmark, and security answer can be checked.
• Each stage has a deliverable with a check: discovery notes, a sizing, a performance report, a POC plan, a migration plan, a security questionnaire, a handoff.
• Numbers come from your own tools: capacity from M05.1, load reports from load.01, threat model and SBOMs from craft.17 and craft.18.

How to Study

Work the capstone for the role path, then run field.01 to field.07 against your own platform in course order, each graded by its rubric.

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Concepts & Techniques

Core Insight

The engagement is the same for any platform; what changes is how much you can prove. With your own system, every claim in a proposal links to a test, a report, or a document you produced, which is the standard a customer’s architects will hold you to.

1. The engagement against your platform

Key ideas:

• Stages field.01 to field.05: discovery, qualification and sizing, performance engagement, POC and evaluation, migration plan.
• Commercials and security (field.06): answer a security questionnaire from your threat model, SBOMs, and usage policy.
• Escalation and handoff (field.07): hand the platform to a mock customer team using your runbooks.

Course modules

Module	Topic	Kind	Pass
field.01	Discovery against your platform	practice	11
field.02	Qualification and sizing	practice	11
field.03	Performance engagement	practice	11
field.04	POC and evaluation	practice	11
field.05	Migration plan	practice	11
field.06	Commercials and security review: answer a customer security questionnaire from your threat model and SBOM	practice	11
field.07	Escalation and handoff: hand the platform to a mock customer team using your runbooks	practice	11

Chapters

#	Module	Chapter	Kind	Pass
1	field.01	Mock engagement: discovery	practice	11
2	field.02	Mock engagement: qualification and sizing	practice	11
3	field.03	Mock engagement: performance engagement	practice	11
4	field.04	Mock engagement: POC and evaluation	practice	11
5	field.05	Mock engagement: migration plan	practice	11
6	field.06	Commercials and security review	practice	11
7	field.07	Escalation and handoff	practice	11

Connections to Other Tracks

Track	Connection
Field Engineering	the track this topic applies
Security	the threat model and SBOMs behind the questionnaire
Incident Response and Chaos	the runbooks the handoff uses