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01
Trusted data
One record for every loan, and a history of every change to it.
OutSystems World Tour Las Vegas 2026 · Tech Stage
Groundwork first: the engine behind every loan
Get the slides and a one-page groundwork checklist from our Tech Stage session. See how a construction lender moved every loan off a spreadsheet and onto OutSystems Developer Cloud, while the loans kept funding.
- When
- October 7, 2026
- Where
- Tech Stage, Las Vegas
- What you get
- Slides + checklist
John Issa
SVP of Technology, Ascent Developer Solutions
Jared Wesley
VP of US GTM, Moxie
What's on the checklist
The groundwork checklist: three things, in order
Before automating lending operations or adding AI agents, these are the three foundations the lender put in place first.
02
Clear rules
The math in one place, so every team and every system reads the same rules.
03
Approval controls
Every approval logged, with a name on it, and exceptions routed to a person.
Whatever comes next, including AI agents, sits on top of all three.
Talk to Moxie
Working on your own groundwork?
Book 30 minutes with Jared. Bring the spreadsheet you worry about most.
Book a 30-minute callFAQ
Questions about the session
What is the groundwork checklist?
A one-page checklist of the three foundations to put in place before automating lending operations or adding AI agents: trusted data, clear rules and approval controls.
What do I receive when I fill in the form?
The full slide deck from the Tech Stage session and the one-page groundwork checklist, sent to your work email.
Why does groundwork come before AI agents?
Agents act on the data, rules and approvals a business already has. If loan data lives in spreadsheets, the rules are scattered and approvals are not logged, agents automate the inconsistency. With the three foundations in place, agents can be added safely on top.
Did the lender stop operations during the migration?
No. Every loan was moved off a spreadsheet and onto OutSystems Developer Cloud while the loans kept funding.
Who is Moxie?
Moxie is an OutSystems-exclusive partner, OutSystems Elite Delivery and Gold Partner, building on OutSystems since 2015. It combines senior advisory, architecture, implementation, QA and long-term delivery for applications, AI agents and agentic systems.
About Moxie
OutSystems driven with expertise
Moxie is an OutSystems-exclusive partner that helps clients move from strategy to production, combining senior advisory, architecture, implementation, QA, and long-term delivery for applications, AI agents, and agentic systems.
See client case studies
300+
OutSystems certifications
130+
Projects delivered
79%
Senior roles
2015
Building on OutSystems since