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Transforming Platform Engineering Through Chargeback Programs with Shuchi Mittal

This article was written over 18 months ago and may contain information that is out of date. Some content may be relevant but please refer to the relevant official documentation or available resources for the latest information.

Shuchi Mittal, the Head of Cloud enablement at Honeywell, discusses how she as a leader in platform engineering has been able to transform internal platform engineering teams at other organizations by providing teams with value-added services, and how they effectively managed costs. She talks about how to treat these teams as customers, and delivering services that meet the customer needs, but also charging them for their usage.

By providing policy-compliant infrastructure and unique services tailored to their requirements, platform engineering teams can showcase their commitment to supporting the success of other teams within an organization. This approach not only fosters trust but also positions platform engineering as a strategic partner rather than just a service provider. By going beyond the basic infrastructure provisioning, the platform engineering team can offer services that help development and product teams streamline their processes and improve efficiency.

Shuchi shares her work at Fiserv where she implemented a chargeback system to track usage and costs effectively, incentivizing better development practices. This not only helped in managing costs but also encouraged teams to optimize their resource utilization, leading to improved overall efficiency and more easily scalable systems. Her platform engineering team recognized the importance of effectively managing financial aspects to secure upfront investment for product development. By implementing a billing system based on gigabyte hours, they aligned costs with usage, enabling teams to have a clear understanding of their resource consumption. This approach not only provided transparency but also incentivized teams to adopt cost-effective practices.

By strategically managing financial aspects, the platform engineering team gained the trust of stakeholders and secured the necessary resources to drive innovation and deliver value to the organization. Shuchi’s journey of platform engineering serves as a valuable example of how a team can transition from being a basic service provider to becoming an innovation partner within an organization. By building trust, offering value-added services, and strategically managing financial aspects, the platform engineering team successfully elevated their role and became a strategic enabler of innovation.

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Docusign Momentum 2025 From A Developer’s Perspective cover image

Docusign Momentum 2025 From A Developer’s Perspective

*What if your contract details stuck in PDFs could ultimately become the secret sauce of your business automation workflows?* In a world drowning in PDFs and paperwork, I never thought I’d get goosebumps about agreements – until I attended Docusign Momentum 2025. I went in expecting talks about e-signatures; I left realizing the big push and emphasis with many enterprise-level organizations will be around Intelligent Agreement Management (IAM). It is positioned to transform how we build business software, so let’s talk about it. As Director of Technology at This Dot Labs, I had a front-row seat to all the exciting announcements at Docusign Momentum. Our team also had a booth there showing off the 6 Docusign extension apps This Dot Labs has released this year. We met 1-on-1 with a lot of companies and leaders to discuss the exciting promise of IAM. What can your company accomplish with IAM? Is it really worth it for you to start adopting IAM?? Let’s dive in and find out. After his keynote, I met up with Robert Chatwani, President of Docusign and he said this > “At Docusign, we truly believe that the power of a great platform is that you won’t be able to exactly predict what can be built on top of it,and builders and developers are at the heart of driving this type of innovation. Now with AI, we have entered what I believe is a renaissance era for new ideas and business models, all powered by developers.” Docusign’s annual conference in NYC was an eye-opener: agreements are no longer just documents to sign and shelve, but dynamic data hubs driving key processes. Here’s my take on what I learned, why it matters, and why developers should pay attention. From E-Signatures to Intelligent Agreements – A New Era Walking into Momentum 2025, you could feel the excitement. Docusign’s CEO and product team set the tone in the keynote: “Agreements make the world go round, but for too long they’ve been stuck in inboxes and PDFs, creating drag on your business.” Their message was clear – Docusign is moving from a product to a platform​. In other words, the company that pioneered e-signatures now aims to turn static contracts into live, integrated assets that propel your business forward. I saw this vision click when I chatted with an attendee from a major financial services firm. His team manages millions of forms a year – loan applications, account forms, you name it. He admitted they were still “just scanning and storing PDFs” and struggled to imagine how IAM could help. We discussed how much value was trapped in those documents (what Docusign calls the “Agreement Trap” of disconnected processes​). By the end of our coffee, the lightbulb was on: with the right platform, those forms could be automatically routed, data-extracted, and trigger workflows in other systems – no more black hole of PDFs. His problem wasn’t unique; many organizations have critical data buried in agreements, and they’re waking up to the idea that it doesn’t have to be this way. What Exactly is Intelligent Agreement Management (IAM)? So what is Docusign’s Intelligent Agreement Management? In essence, IAM is an AI-powered platform that connects every part of the agreement lifecycle. It’s not a single product, but a collection of services and tools working in concert​. Docusign IAM helps transform agreement data into insights and actions, accelerate contract cycles, and boost productivity across departments. The goal is to address the inefficiencies in how agreements are created, signed, and managed – those inefficiencies that cost businesses time and money. At Momentum, Docusign showcased the core components of IAM: - Docusign Navigator link: A smart repository to centrally store, search, and analyze agreements. It uses AI to convert your signed documents (which are basically large chunks of text) into structured, queryable data​. Instead of manually digging through contracts for a specific clause, you can search across all agreements in seconds. Navigator gives you a clear picture of your organization’s contractual relationships and obligations (think of it as Google for your contracts). Bonus: it comes with out-of-the-box dashboards for things like renewal dates, so you can spot risks and opportunities at a glance. - Docusign Maestro link: A no-code workflow engine to automate agreement workflows from start to finish. Maestro lets you design customizable workflows that orchestrate Docusign tasks and integrate with third-party apps – all without writing code​. For example, you could have a workflow for new vendor onboarding: once a vendor contract is signed, Maestro could automatically notify your procurement team, create a task in your project tracker, and update a record in your ERP system. At the conference, they demoed how Maestro can streamline processes like employee onboarding and compliance checks through simple drag-and-drop steps or archiving PDFs of signed agreements into Google Drive or Dropbox. - Docusign Iris (AI Engine) link: The brains of the operation. Iris is the new AI engine powering all of IAM’s “smarts” – from reading documents to extracting data and making recommendations​. It’s behind features like automatic field extraction, AI-assisted contract review, intelligent search, and even document summarization. In the keynote, we saw examples of Iris in action: identify key terms (e.g. payment terms or renewal clauses) across a stack of contracts, or instantly generate a summary of a lengthy agreement. These capabilities aren’t just gimmicks; as one Docusign executive put it, they’re “signals of a new way of working with agreements”. Iris essentially gives your agreement workflow a brain – it can understand the content of agreements and help you act on it. - Docusign App Center link: A hub to connect the tools of your trade into Docusign. App Center is like an app store for integrations – it lets you plug in other software (project management, CRM, HR systems, etc.) directly into your Maestro workflows. This is huge for developers (and frankly, anyone tired of building one-off integrations). Instead of treating Docusign as an isolated e-signature tool, App Center makes it a platform you can extend. I’ll dive more into this in the next section, since it’s close to my heart – my team helped build some of these integrations! In short, IAM ties together the stages of an agreement (create → sign → store → manage) and supercharges each with automation and AI. It’s modular, too – you can adopt the pieces you need. Docusign essentially unbundled the agreement process into building blocks that developers and admins can mix-and-match. The future of agreements, as Docusign envisions it, is a world where organizations *“seamlessly add, subtract, and rearrange modular solutions to meet ever-changing needs”* on a single trusted platform. The App Center and Real-World Integrations (Yes, We Built Those!) One of the most exciting parts of Momentum 2025 for me was seeing the Docusign App Center come alive. As someone who works on integrations, I was practically grinning during the App Center demos. Docusign highlighted several partner-built apps that snap into IAM, and I’m proud to say This Dot Labs built six of them – including integrations for Monday.com, Slack, Jira, Asana, Airtable, and Mailchimp. Why are these integrations a big deal? Because developers often spend countless hours wiring up systems that need to talk to each other. With App Center, a lot of that heavy lifting is already done. You can install an app with a few clicks and configure data flows in minutes instead of coding for months​. In fact, a study found it takes the average org 12 months to develop a custom workflow via APIs, whereas with Docusign’s platform you can do it via configuration almost immediately​. That’s a game-changer for time-to-value. At our This Dot Labs booth, I spoke with many developers who were intrigued by these possibilities. For example, we showed how our Docusign Slack Extension lets teams send Slack messages and notifications when agreements are sent and signed.. If a sales contract gets signed, the Slack app can automatically post a notification in your channel and even attach the signed PDF – no more emailing attachments around. People loved seeing how easily Docusign and Slack now talk to each other using this extension​. Another popular one was our Monday.com app. With it, as soon as an agreement is signed, you can trigger actions in Monday – like assigning onboarding tasks for a new client or employee. Essentially, signing the document kicks off the next steps automatically. These integrations showcase why IAM is not just about Docusign’s own features, but about an ecosystem. App Center already includes connectors for popular platforms like Salesforce, HubSpot, Workday, ServiceNow, and more. The apps we built for Monday, Slack, Jira, etc., extend that ecosystem. Each app means one less custom integration a developer has to build from scratch. And if an app you need doesn’t exist yet – well, that’s an opportunity. (Shameless plug: we’re happy to help build it!) The key takeaway here is that Docusign is positioning itself as a foundational layer in the enterprise software stack. Your agreement workflow can now natively include things like project management updates, CRM entries, notifications, and data syncs. As a developer, I find that pretty powerful. It’s a shift from thinking of Docusign as a single SaaS tool to thinking of it as a platform that glues processes together. Not Just Another Contract Tool – Why IAM Matters for Business After absorbing all the Momentum keynotes and sessions, one thing is clear: IAM is not “just another contract management tool.” It’s aiming to be the platform that automates critical business processes which happen to revolve around agreements. The use cases discussed were not theoretical – they were tangible scenarios every developer or IT lead will recognize: - Procurement Automation: We heard how companies are using IAM to streamline procurement. Imagine a purchase order process where a procurement request triggers an agreement that goes out for e-signature, and once signed, all relevant systems update instantly. One speaker described connecting Docusign with their ERP so that vendor contracts and purchase orders are generated and tracked automatically. This reduces the back-and-forth with legal and ensures nothing falls through the cracks. It’s easy to see the developer opportunity: instead of coding a complex procurement approval system from scratch, you can leverage Docusign’s workflow + integration hooks to handle it. Docusign IAM is designed to connect to systems like CRM, HR, and ERP so that agreements flow into the same stream of data. For developers, that means using pre-built connectors and APIs rather than reinventing them. - Faster Employee Onboarding: Onboarding a new hire or client typically involves a flurry of forms and tasks – offer letters or contracts to sign, NDAs, setup of accounts, etc. We saw how IAM can accelerate onboarding by combining e-signature with automated task generation. For instance, the moment a new hire signs their offer letter, Maestro could trigger an onboarding workflow: provisioning the employee in systems, scheduling orientation, and creating tasks in tools like Asana or Monday. All those steps get kicked off by the signed agreement. Docusign Maestro’s integration capabilities shine here – it can tie into HR systems or project management apps to carry the baton forward​. The result is a smoother day-one experience for the new hire and less manual coordination for IT and HR. As developers, we can appreciate how this modular approach saves us from writing yet another “onboarding script”; we configure the workflow, and IAM handles the rest. - Reducing Contract Auto-Renewal Risk: If your company manages a lot of recurring contracts (think vendor services, subscriptions, leases), missing a renewal deadline can be costly. One real-world story shared at Momentum was about using IAM to prevent unwanted auto-renewals. With traditional tracking (spreadsheets or calendar reminders), it’s easy to forget a termination notice and end up locked into a contract for another year. Docusign’s solution: let the AI engine (Iris) handle it. It can scan your repository, surface any renewal or termination dates, and proactively remind stakeholders – or even kick off a non-renewal workflow if desired. As the Bringing Intelligence to Obligation Management session highlighted, “Missed renewal windows lead to unwanted auto-renewals or lost revenue… A forgotten termination deadline locks a company into an unneeded service for another costly term.”​ With IAM, those pitfalls are avoidable. The system can automatically flag and assign tasks well before a deadline hits​. For developers, this means we can deliver risk-reduction features without building a custom date-tracking system – the platform’s AI and notification framework has us covered. These examples all connect to a bigger point: agreements are often the linchpin of larger business processes (buying something, hiring someone, renewing a service). By making agreements “intelligent,” Docusign IAM is essentially automating chunks of those processes. This translates to real outcomes – faster cycle times, fewer errors, and less risk. From a technical perspective, it means we developers have a powerful ally: we can offload a lot of workflow logic to the IAM platform. Why code it from scratch if a combination of Docusign + a few integration apps can do it? Why Developers Should Care about IAM (Big Time) If you’re a software developer or architect building solutions for business teams, you might be thinking: This sounds cool, but is it relevant to me? Let me put it this way – after Momentum 2025, I’m convinced that ignoring IAM would be a mistake for anyone in enterprise software. Here’s why: - Faster time-to-value for your clients or stakeholders: Business teams are always pressuring IT to deliver solutions faster. With IAM, you have ready-made components to accelerate projects. Need to implement a contract approval workflow? Use Maestro, not months of coding. Need to integrate Docusign with an internal system? Check App Center for an app or use their APIs with far less glue code. Docusign’s own research shows that connecting systems via App Center and Maestro can cut development time dramatically (from ~12 months of custom dev to mere weeks or less). For us developers, that means we can deliver results sooner, which definitely wins points with the business. - Fewer custom builds (and less maintenance): Let’s face it – maintaining custom scripts or one-off integrations is not fun. Every time a SaaS API changes or a new requirement comes in, you’re back in the code. IAM’s approach offers more reuse and configuration instead of raw code. The platform is doing the hard work of staying updated (for example, when Slack or Salesforce change something in their API, Docusign’s connector app will handle it). By leveraging these pre-built connectors and templates, you write less custom code, which means fewer bugs and lower maintenance overhead. You can focus your coding effort on the unique parts of your product, not the boilerplate integration logic. - Reusable and modular workflows: I love designing systems as Lego blocks – and IAM encourages that. You can build a workflow once and reuse it across multiple projects or clients with slight tweaks. For instance, an approval workflow for sales contracts might be 90% similar to one for procurement contracts – with IAM, you can reuse that blueprint. The fact that everything is on one platform also means these workflows can talk to each other or be combined. This modularity is a developer’s dream because it leads to cleaner architecture. Docusign explicitly touts this modular approach, noting that organizations can easily rearrange solutions on the fly to meet new needs​. It’s like having a library of proven patterns to draw from. - AI enhancements with minimal effort: Adding AI into your apps can be daunting if you have to build or train models yourself. IAM essentially gives you AI-as-a-service for agreements. Need to extract key data from 1,000 contracts? Iris can do that out-of-the-box​. Want to implement a risk scoring for contracts? The AI can flag unusual terms or deviations. As a developer, being able to call an API or trigger a function that returns “these are the 5 clauses to look at” is incredibly powerful – you’re injecting intelligence without needing a data science team. It means you can offer more value in your applications (and impress those end-users!) by simply tapping into IAM’s AI features. Ultimately, Docusign IAM empowers developers to build more with less code. It’s about higher-level building blocks. This doesn’t replace our jobs – it makes our jobs more focused on the interesting problems. I’d rather spend time designing a great user experience or tackling a complex business rule than coding yet another Docusign-to-Slack integration. IAM is taking care of the plumbing and adding a layer of smarts on top. Don’t Underestimate Agreement Intelligence – Your Call to Action Momentum 2025 left me with a clear call to action: embrace agreement intelligence. If you’re a developer or tech leader, it’s time to explore what Docusign IAM can do for your projects. This isn’t just hype from a conference – it’s a real shift in how we can deliver solutions. Here are a few ways to get started: - Browse the IAM App Center – Take a look at the growing list of apps in the Docusign App Center. You might find that integration you’ve been meaning to build is already available (or one very close to it). Installing an app is trivial, and you can configure it to fit your workflow. This is the low-hanging fruit to immediately add value to your existing Docusign processes. If you have Docusign eSignature or CLM in your stack, App Center is where you extend it. - Think about integrations that could unlock value – Consider the systems in your organization that aren’t talking to each other. Is there a manual step where someone re-enters data from a contract into another system? Maybe an approval that’s done via email and could be automated? Those are prime candidates for an IAM solution. For example, if Legal and Sales use different tools, an integration through IAM can bridge them, ensuring no agreement data falls through the cracks. Map out your agreement process end-to-end and identify gaps – chances are, IAM has a feature to fill them. - Experiment with Maestro and the API – If you’re technical, spin up a trial of Docusign IAM. Try creating a Maestro workflow for a simple use case, or use the Docusign API/SDKs to trigger some AI analysis on a document. Seeing it in action will spark ideas. I was amazed how quickly I could set up a workflow with conditions and parallel steps – things that would take significant coding time if I did them manually. The barrier to entry for adding complex logic has gotten a lot lower. - Stay informed and involved – Docusign’s developer community and IAM documentation are growing. Momentum may be over, but the “agreement intelligence” movement is just getting started. Keep an eye on upcoming features (they hinted at even more AI-assisted tools coming soon). Engage with the community forums or join Docusign’s IAM webinars. And if you’re building something cool with IAM, consider sharing your story – the community benefits from hearing real use cases. My final thought: don’t underestimate the impact that agreement intelligence can have in modern workflows. We spend so much effort optimizing various parts of our business, yet often overlook the humble agreement – the contracts, forms, and documents that initiate or seal every deal. Docusign IAM is shining a spotlight on these and saying, “Here is untapped gold. Let’s mine it.” As developers, we have an opportunity (and now the tools) to lead that charge. I’m incredibly excited about this new chapter. After seeing what Docusign has built, I’m convinced that intelligent agreements can be a foundational layer for digital transformation. It’s not just about getting documents signed faster; it’s about connecting dots and automating workflows in ways we couldn’t before. As I reflect on Momentum 2025, I’m inspired and already coding with new ideas in mind. I encourage you to do the same – check out IAM, play with the App Center, and imagine what you could build when your agreements start working intelligently for you. The future of agreements is here, and it’s time for us developers to take full advantage of it. Ready to explore? Head to the Docusign App Center and IAM documentation and see how you can turn your agreements into engines of growth. Trust me – the next time you attend Momentum, you might just have your own success story to share. Happy building!...

Making AI Deliver: From Pilots to Measurable Business Impact cover image

Making AI Deliver: From Pilots to Measurable Business Impact

A lot of organizations have experimented with AI, but far fewer are seeing real business results. At the Leadership Exchange, this panel focused on what it actually takes to move beyond experimentation and turn AI into measurable ROI. Over the past few years, many organizations have experimented with AI, but the challenge today is translating experimentation into measurable business value. Moderated by Tracy Lee, CEO at This Dot Labs, panelists featured Dorren Schmitt, Vice President IT Strategy & Innovation at Allen Media Group, Greg Geodakyan, CTO at Client Command, and Elliott Fouts, CAIO & CTO at This Dot Labs. Panelists discussed how companies are moving from early AI experiments to initiatives that deliver real results. They began by examining how experimentation has evolved over the past year. While many organizations did not fully utilize AI experimentation budgets in 2025, 2026 is showing a shift toward more intentional investment. Structured budgets and clearly defined frameworks are enabling companies to explore AI strategically and identify initiatives with high potential impact. The conversation then turned to alignment and ROI. Panelists highlighted the importance of connecting AI projects to corporate strategy and leadership priorities. Ensuring that AI initiatives translate into operational efficiency, productivity gains, and measurable business impact is essential. Companies that successfully align AI efforts with organizational goals are better equipped to demonstrate tangible outcomes from their investments. Moving from pilots and proofs of concept to production was another major focus. Governance, prioritization, and workflow integration were cited as essential for scaling AI initiatives. One panelist shared that out of nine proofs of concept, eight successfully launched, resulting in improvements in quality and operational efficiency. Panelists also explored the future of AI within organizations, including the potential for agentic workflows and reduced human-in-the-loop processes. New capabilities are emerging that extend beyond coding tasks, reshaping how teams collaborate and how work is structured across departments. Key Takeaways - Structured experimentation and defined budgets allow organizations to explore AI strategically and safely. - Alignment with business priorities is essential for translating AI capabilities into measurable outcomes. - Governance and workflow integration are critical to moving AI initiatives from pilot stages to production deployment. Successfully leveraging AI requires a balance between experimentation, strategic alignment, and operational discipline. Organizations that approach AI as a structured, measurable initiative can capture meaningful results and unlock new opportunities for innovation. Curious how your organization can move from AI experimentation to real impact? Let’s talk. Reach out to continue the conversation or join us at an upcoming Leadership Exchange. Tracy can be reached at tlee@thisdot.co....

This Dot AI Field Notes - Anatomy of a Coding Harness cover image

This Dot AI Field Notes - Anatomy of a Coding Harness

A coding agent is not magic, it’s a loop. We call this a harness. The harness is a deterministic layer of code that wraps an LLM. Claude Code is a harness. Codex is a harness. Pi is a harness. The harness, on initialization, provides to the LLM a system prompt defining all tools the harness implements for the LLM. Without the harness, you cannot read or modify files on the user’s local filesystem without them having to copy-and-pasting by hand. The harness is the final place where engineers can customize how coding agents do work before the LLM takes over. Think of the LLM as a train and the harness as the rails the train rides on. Below… one full task executed by a harness, traced step by step....

AI Is Speeding Up Development. But Where Are the New Bottlenecks? cover image

AI Is Speeding Up Development. But Where Are the New Bottlenecks?

AI is accelerating development, but it’s also exposing everything else that’s broken. At the Leadership Exchange, leaders unpacked how AI is reshaping the SDLC and what organizations need to address beyond just coding to make adoption successful. Moderated by Rob Ocel, VP of Innovation at This Dot Labs, the panel featured Itai Gerchikov at Anthropic and Harald Kirschner, Principal Product Manager for GitHub Copilot & VS Code at Microsoft. Panelists explored the current state of AI adoption across the software development lifecycle and shared practical insights into how organizations can effectively integrate AI tools. Panelists discussed how companies are investing in AI tools, skills, and managed competency programs to support developers. While AI can dramatically accelerate coding, the panel emphasized that adoption affects every stage of the SDLC. Bottlenecks now appear in testing, DevOps, product delivery, and marketing as AI speeds up development. Organizations that address technical debt and process inefficiencies are better positioned to extract maximum value from AI tools. The conversation also focused on opportunities and risks. Security, governance, and workforce education were highlighted as critical factors for adoption. Panelists stressed that AI initiatives should be aligned with broader business goals rather than pursued in isolation. They noted that companies experimenting at the cutting edge need to consider organizational readiness just as carefully as technical capabilities. Panelists also explored how leading organizations are navigating the early stages of adoption. Those ahead of the curve are using structured experimentation, prioritizing process improvements, and continuously evaluating outcomes to refine their AI strategies. Learning from these early adopters allows other organizations to anticipate emerging trends and prepare for the next phase of AI adoption rather than simply replicating past approaches. Key Takeaways - Investing in AI skills and tools should be done thoughtfully, with clear alignment to business objectives. - Examining the full SDLC helps identify bottlenecks that AI may accelerate or expose. - Organizations can gain a competitive advantage by learning from early adopters and planning for where AI adoption is heading. AI adoption is not just a technical initiative; it is a strategic transformation that requires attention to people, process, and technology. Organizations that balance innovation with operational discipline will be best positioned to capture the full potential of AI across the software lifecycle. Seeing similar challenges in your own SDLC? Let’s compare notes. Join us at an upcoming Leadership Exchange or reach out to continue the conversation. Tracy can be reached at tlee@thisdot.co....

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