RFP: AI Systems Engineer & Integration Architect (Consulting Engagement)
1. Objective
The company seeks an experienced AI Systems Engineer / AI Integration Architect to evaluate, design, and implement a unified AI‑driven workflow across HubSpot, Microsoft 365, QuickBooks, and the organization’s internal AI suite (Claude, Cowork, Copilot Enterprise, Perplexity, Breeze AI). The goal is to eliminate integration conflicts, establish clear AI boundaries, and create a stable, scalable operational architecture that supports RevOps, Finance, and Operations.
2. Background & Current Environment
The organization currently operates a complex, multi‑AI ecosystem involving:
Claude + Cowork — reasoning + agent execution
Microsoft Copilot Enterprise — Microsoft Graph orchestration
Perplexity — retrieval + documentation lookup
HubSpot AI / Breeze AI — CRM automation
QuickBooks — billing + invoice lifecycle
SharePoint — document storage + SOWs
Microsoft Planner / Tasks — internal execution workflows
A RevOps specialist (Rob) manages CRM lifecycle, pricing fields, segmentation, and deal flow. However, the current AI environment requires specialized engineering expertise to prevent multi‑agent conflicts, ensure proper sequencing, and establish a single source of truth across systems.
3. Engagement Scope
A. Systems Audit & Diagnostic
Evaluate current AI tools, workflows, triggers, and API connections
Identify conflicts between Claude, Cowork, Copilot, HubSpot AI, and Breeze AI
Assess HubSpot → Microsoft → QuickBooks → AI data flow
Review hidden fields, deal stage logic, and RevOps automation boundaries
Document integration pain points and failure modes
B. Architecture Design
Define a single source‑of‑truth workflow across CRM, Finance, and Operations
Assign clear roles to each AI system (reasoning, execution, orchestration, retrieval, CRM automation)
Establish AI governance rules to prevent field overwrites and trigger collisions
Design HubSpot field mapping for
Invoice status
Pricing
AI integration requirements
Microsoft task sync
SharePoint sync
Hidden RevOps fields
C. Integration Engineering
Build or refine API‑level connections between
HubSpot
Microsoft Graph
QuickBooks
SharePoint
Planner
Claude/Cowork agents
Create sequencing logic ensuring
QuickBooks → HubSpot invoice updates
SharePoint → HubSpot document sync
Planner → HubSpot task status
AI agents → CRM field governance
Implement error‑checking, fallback logic, and conflict‑prevention mechanisms
D. AI Workflow Orchestration
Architect multi‑agent workflows that avoid collisions
Define boundaries for
Claude (reasoning)
Cowork (execution)
Copilot (Microsoft orchestration)
Perplexity (retrieval)
HubSpot AI (CRM automation only)
Build a governance model ensuring each AI touches only the fields it owns
E. Documentation & Handoff
Deliver full architecture diagrams
Provide integration documentation
Create operational SOPs for RevOps, AI agents, and internal teams
Train internal staff on the new architecture
4. Required Expertise
Candidates must demonstrate
Deep experience with multi‑AI orchestration
Expertise in Claude, Cowork, Copilot Enterprise, Perplexity
Strong knowledge of HubSpot CRM architecture
Experience with Microsoft Graph API
Experience integrating QuickBooks Online API
Ability to design AI governance models
Ability to diagnose and resolve AI agent conflicts
Experience with enterprise workflow automation
Strong documentation and communication skills
5. Deliverables
Systems audit report
AI role map & governance model
Integration architecture diagram
HubSpot field mapping blueprint
API integration plan
Multi‑AI workflow sequencing plan
Implementation roadmap
Final documentation + training
- Vendor‑Proposed Timeline & Work Structure
The company does not dictate timelines to talent.
All consultants must propose
Their own project timeline
Their own milestone structure
Their own sequencing
Their own resource plan
Their own estimated hours or phases
Proposed timelines will be evaluated for clarity and feasibility, but no fixed schedule will be imposed by the company.
This ensures the consultant can operate within their optimal workflow, methodology, and technical process without external constraints.
7. Submission Requirements
Interested consultants should provide
Relevant case studies
Technical resume
Description of experience with Claude/Cowork/Copilot
Description of HubSpot + QuickBooks integration experience
Proposed methodology
Proposed timeline
Proposed cost structure
8. Evaluation Criteria
Technical depth
Experience with multi‑AI systems
Experience with HubSpot + Microsoft + QuickBooks
Clarity of proposed methodology
Ability to communicate with RevOps teams
Cost and timeline alignment
Budget
$0
Status
Open for bids
Posted
Sep 1, 2026
Skills
Sign in to see the full brief and bid.
Deliverables spec, timeline, and bid form live behind the member surface. If you're not a member yet, request an invite.