R&D Architecture Blueprint

FPOV Internal
Future Architecture

Four architectural layers. Four Super Agents. One shared brain — powered by context threading, a knowledge substrate, and logic-first automation through the software stack.

01
🧑‍💼
The Team
Human Capital · Decision-Makers · Domain Experts
The Directing Mind
▾
Purpose
The FPOV team sits at the top of the architecture. Every intelligent system below exists to amplify human judgment, creativity, and strategic decision-making. The team directs — the architecture executes.
Today
  • Manually operating all tools and workflows
  • Knowledge locked in individual team members
  • Cognitive effort spent on retrieval, not strategy
  • Repetitive tasks consume capacity
Target State
  • Interface through Super Agents for all operational tasks
  • Receive proactive briefings — stop searching for information
  • Focus on strategy, judgment, and client relationships
  • Institutional knowledge externalized and queryable
Key Shift
Operators → Directors. Routine cognitive work is absorbed by the Intelligence Layer below. The human role doesn't shrink — it elevates.
directs through
02
◈
Intelligence Layer
Super Agents · Context Threading · Knowledge · Orchestration
The Brain
▾
Purpose
Four Super Agents serve as orchestrators — each aligned to a core business function. They reason, delegate, and coordinate through shared context and persistent knowledge, surfacing intelligence the team can act on.
Phase 1
  • Establish four Super Agents with clear domains
  • Thread shared organizational context through all agents
  • Conduct use-case harvesting with each department
  • Identify and build initial sub-agents
Target State
  • Super Agents proactively orchestrate workflows
  • Sub-agents handle specialized departmental tasks
  • Agentic workflows run autonomously under supervision
  • Cross-agent coordination via shared context
⇄
Context Threading
FPOV's mission, strategy, and priorities flow continuously through all four Super Agents as shared organizational context.
📚
Knowledge Layer · TBD
Persistent intelligence substrate — organizational memory, domain expertise, and institutional knowledge that compounds over time. Technology TBD.
Super Agents — Click any profile button to expand all agents
Rev
"Rev"
Revenue Operations
Phase 1 · Active
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Personality
Relentless, pattern-obsessed, numbers-first. Rev doesn't wait for pipeline reviews — it surfaces them. Speaks in signals, not summaries.
Responsibilities
  • Pipeline monitoring & health alerts
  • Outreach coordination and sequencing
  • Revenue intelligence synthesis
  • Biz Dev sub-agent orchestration
Software Access
  • HubSpot — CRM & pipeline
  • Qwilr — proposal tracking
  • Monday.com — BD workflows
Fin
"Fin"
Finance Team
Phase 1 · Active
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Personality
Precise, methodical, never estimates. Fin operates on verified numbers and flags anomalies before they become problems. Quiet until something's off.
Responsibilities
  • Invoicing automation & tracking
  • Expense management oversight
  • Financial reporting orchestration
  • Finance sub-agent coordination
Software Access
  • QuickBooks — accounting, invoices
  • Expensify — expenses, receipts
  • Monday.com — finance workflows
Clio
"Clio"
Client Operations
Phase 1 · Active
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Personality
Client-first, deadline-aware, delivery-obsessed. Clio maintains clarity between what's promised and what's tracked. Diplomatic but direct.
Responsibilities
  • Project tracking & milestone monitoring
  • Client communication coordination
  • Delivery quality oversight
  • Client ops sub-agent management
Software Access
  • Monday.com — project tracking
  • Qwilr — client deliverables
  • HubSpot — client records
Orin
"Orin"
Internal Ops
Phase 1 · Active
View All Profiles ▾
Personality
Systems thinker, efficiency-maximizer, invisible when things run smoothly. Orin surfaces friction before it becomes a complaint. Low ego, high throughput.
Responsibilities
  • Team coordination and workflow automation
  • Operational intelligence and reporting
  • Process documentation and optimization
  • Internal ops sub-agent management
Software Access
  • Monday.com — internal workflows
  • Teams — communications data
  • Memory Database — org memory
Build Plan
Establish Super Agents first → then harvest use cases. Each department will surface the workflows and tasks that become sub-agents and automated workflows beneath each orchestrator.
orchestrates
03
▣
Software Layer
Monday.com · Qwilr · HubSpot · QuickBooks · Expensify
The Organs
▾
Purpose
The operational scaffold. Logic-based automation is built here first — before pushing anything into the Intelligence Layer. Each tool has a specific function. Automate as much as possible here before escalating to agents.
Build Approach
  • Map all workflows within each software tool
  • Build logic-based automations first
  • Only push to Intelligence Layer what can't be automated here
  • Maintain clean boundary between logic and intelligence
Target State
  • Maximum automation at the software layer
  • Intelligence Layer handles only what requires reasoning
  • Software becomes execution engine, not primary UI
  • APIs matter more than interfaces
Software Tools — Click any tool to expand
Monday.com
Client Ops · Internal Ops · Project Management
Details ▾
Data Stored
  • Project timelines & milestones
  • Task ownership & status
  • Team workload & capacity
  • Client delivery schedules
Agent Interaction
  • Clio reads project status for delivery intelligence
  • Orin automates task creation & team updates
  • Rev monitors BD board activity
  • Fin tracks finance workflow progress
Qwilr
Qwilr
Proposals · Presentations · Client Deliverables
Details ▾
Data Stored
  • Proposal versions & acceptance status
  • Client engagement & viewing data
  • Pricing configurations
  • Delivered asset history
Agent Interaction
  • Rev monitors proposal open/close rates
  • Clio tracks deliverable acceptance
  • Rev triggers follow-up sequences on stale proposals
HubSpot
CRM · Pipeline · Outreach Automation
Details ▾
Data Stored
  • Contact & company records
  • Deal pipeline & stage history
  • Email & outreach engagement
  • Lead source & conversion data
Agent Interaction
  • Rev reads pipeline for health signals
  • Rev writes contact notes from meeting intelligence
  • Clio pulls client records for delivery context
  • Rev triggers sequences based on deal stage
QuickBooks
QuickBooks
Accounting · Invoicing · Financial Reporting
Details ▾
Data Stored
  • Revenue & expense records
  • Invoice status & payment history
  • P&L and balance sheet data
  • Vendor & client billing records
Agent Interaction
  • Fin reads financial data for reporting synthesis
  • Fin monitors overdue invoices & triggers alerts
  • Fin validates expense coding against budget
Expensify
Expensify
Expense Management · Receipts · Reimbursements
Details ▾
Data Stored
  • Employee expense reports
  • Receipt images & categorization
  • Reimbursement status & history
  • Spend categories & policy flags
Agent Interaction
  • Fin reads expense data for consolidated reporting
  • Fin flags policy violations or anomalies
  • Fin coordinates reimbursement approval workflows
Key Principle
Logic first, intelligence second. Map and automate workflows within the software layer before pushing anything into the Super Agents. Keep the boundary clean.
feeds from
04
∷
Data Layer
Teams · Meeting Notes Database · Memory Database
The Bloodstream
▾
Purpose
The raw material everything depends on. Data quality, accessibility, and freshness directly determines the Intelligence Layer's capability ceiling. Bad data means agents without fuel — they cannot reason well without a clean, continuous flow.
Current Sources
  • Microsoft Teams — communication and collaboration data
  • Meeting Notes Database — structured capture from all meetings
  • Memory Database — persistent organizational memory
Target State
  • Continuously updated living data asset
  • Every interaction enriches organizational memory
  • Clean, structured data feeds all layers above
  • Data quality becomes a primary strategic advantage
Key Shift
Static records → living intelligence feedstock. Data stops being something you look up and becomes something the organization continuously consumes, enriches, and learns from.
Layer 1 — The Team
Layer 2 — Intelligence · Super Agents
Layer 3 — Software
Layer 4 — Data