How it works

Connect signals to better decisions and outcomes.

Our method connects diagnosis, prioritization, solution design, delivery and measurement. See the full six-step orchestration workflow being developed for ROQIVA, and how today’s consulting and modular offerings use it.

The steps

Step through the workflow, one stage at a time.

Explore the reference workflow for ROQIVA. Individual Track A and B engagements cover the stages agreed in scope, without requiring the full platform.

WorkspaceWI-014

WI-014DetectorsSignals

Detectors logScanning4 gaps

Detectors · Pack 1 · run on exportsCode

  • payments.failure_codePaymentsCRM retry ruleGap
  • orders.statusOrdersCustomer messagesRead
  • search.zero_result_termSearch logRange planningGap
  • customer.idAppCRM audiencesRead
  • storefront.notify_meStorefrontRestock messagesGap
  • orders.courier_delayOrdersCustomer messagesGap

4 of 6 signals have no decision that reads them. Code matched every signal to the decision that reads it. No agent is involved.

No gateCode matched every signal. No one needs to approve a log entry.Not neededLogged

WI-014AnalystFindings inbox

Findings inboxRanking6 ranked
  1. F-001Failed payments get one retryPayments → CRM retry ruleIncidentSupported9
  2. F-002Zero-result searches never reviewedSearch log → range planningOpportunitySupported3
  3. F-004Courier delay events unusedOrders → customer messagesIncidentConfirmed3
  4. F-003Notify-me sign-ups never readStorefront → restock messagesOpportunityHypothesis2
  5. F-006City stock shown as one national totalInventory → product pageIncidentSupported1.5
  6. F-005COD rule with no refusal historyOrders → COD eligibilityOpportunitySupported1

Score = value × confidence ÷ effort. Sample values, not measurements.

Gate 1Brand PM confirms the problem is real and worth fixing.ApproveWaitingApproved

WI-014Product agentSolutions

Solutions for WI-014Drafting3 solutions

AConfigureCheapest

Branch the existing retry rule on failure type

+Reuses the rule and the captured failure codes.

−Only as good as the codes the gateway sends.

BBuild

Build a dedicated retry service

+Full control over timing and channels.

−The longest path to ship.

CRun manually

Have ops reprocess failed payments daily

+No engineering needed.

−Does not scale past a few cases.

Evidence: Supported. People choose at Gate 2.

Gate 2PM and leads pick the solution.Pick AWaitingPicked A

WI-014Product agentPRD.md

PRD.mdEmptyWritingDraft v1RevisingDraft v2

Retry failed payments by failure type

Owner · Your PMWI-014Gate 3

01Problem

The CRM retry rule treats hard, transient and bank-side failures the same. Gateway failure codes are captured and never read.

02Goal

Retry each failure type the way it should be retried, and leave unrecoverable failures alone.

03Requirements

  • R1Capture the failure class on every failed payment attempt.
  • R2Retry transient failures once, after a short delay. Never retry a hard decline.
  • R3Show an error state with a next action for hard and transient failures.Show an error state with a next action for hard, transient and bank-side failures. Changed

    Your PMCommentResolved

    Bank-side failures have no error state. Add one.

    Comment

  • R4Send retry_attempted and retry_result with the failure class.

04Metrics

North star
Orders recovered from failed payments
Input
Retry success by failure type
Guardrail
Duplicate charges, complaint rate

05Tracking

  • retry_attemptedA retry starts
  • retry_resultA retry ends
  • failure_classOn the order event

06Acceptance

  • Tracked events fire on retry
  • The failure path completes
  • The screen matches the wireframe

07Open questions

Open Card-network decline reasons were not in the export. Who owns them?

Gate 3PM, designer and engineer review the pack.Not sentWaiting for review

WI-014QA agentRC-1

QA report · RC-1RunningBlockedChecked

2 passed · 1 failed · 2 not tested3 passed · 0 failed · 2 not testedRelease blockedReady to sign

  • Tracked events fire on retryPassed
  • Failure path completesPassed
  • Screen matches the wireframeFailedPassed
  • Live gateway behaviourNo test accessNot tested
  • Tone of the error copyNeeds a personNot tested

Rollback rule agreed before release: pause the branch if duplicate charges appear.

A failure blocks release. Not tested is never reported as passed.

Gate 4Brand approver signs one exact release candidate.Sign RC-1WaitingSigned

WI-014MonitorOutcome

Monitor · WI-014MeasuringVerdict · Keep
  • Release matches the approved specCode
  • Unplanned changesCode
  • Result against the frozen baselineCode
Baseline, frozenResultShape only. No values: an illustration of baseline against result, not a measurement.
KeepThe result holds against the baseline.
TuneIt helps, but a threshold or a rule needs adjusting.
Roll backIt hurt a guardrail or changed something unplanned.

The verdict and its reason go back to the Brain. An inconclusive result is reported as inconclusive.

Outcome reviewPM and analytics owner review the verdict.Not sentWaiting for review

Step 01 of 06

Detect

Code

Detectors match every captured signal to the decision that reads it and flag the gaps. Code does the matching. No agent is involved, and no one needs to approve a log entry.

Who works
Detectors
Produces
Signal: data captured that no decision reads
Then
None, logged

Step 02 of 06

Audit

Agent

The Analyst reads the flagged gap, writes what should happen and what does happen, checks the evidence, labels it Confirmed, Supported or Hypothesis, sizes the value as a range and ranks it. Gate 1 opens the work item.

Who works
Analyst
Produces
Ranked finding cards
Then
Gate 1 · Problem. Brand PM confirms the problem is real and worth fixing.

Step 03 of 06

Decide

Agent

Research brings outside evidence. Architect checks what can be reused and what could clash. Product drafts two or three solutions with trade-offs, including the cheapest one. They run in parallel, and people choose.

Who works
Research, Architect, Product
Produces
One chosen product solution, with evidence
Then
Gate 2 · Direction. PM and leads pick the solution.

Step 04 of 06

Build

Agent

Product writes the requirements and the PRD draft. Design turns them into a reviewable prototype. Architect draws the system design. QA drafts the checks. Gate 3 releases the handoff pack: PRD, wireframe, tickets, test checklist and sources.

Who works
Product, Design, Architect, QA
Produces
Handoff pack
Then
Gate 3 · Design and PRD. PM, designer and engineer approve the pack.

Step 05 of 06

Release

PersonAgent

The brand’s engineers build and deploy. The system never writes to their tools. QA reports passed, failed and not tested. The measurement plan is agreed before release.

Who works
Brand engineers, QA
Produces
Release pack: QA report, checks, rollback rule
Then
Gate 4 · Release. Brand approver signs one exact release candidate, and the brand ships.

Step 06 of 06

Measure

Code

The Monitor checks the release against its spec, catches unplanned changes and measures the result against a baseline. The verdict and the reason go back to the Brain.

Who works
Monitor
Produces
Outcome verdict: keep, tune or roll back
Then
Outcome review. PM and analytics owner review the verdict.

The parts

Explore the ROQIVA reference architecture.

Five parts, plus your people and your tools. Each part runs on its own.

Agents never talk to each other. The Orchestrator routes their work and is the only part that writes to the Brain.

PlatformSystem map

  1. BrainStoreOne versioned model of the brand: tools, rules, design system, decisions, outcomes. Holds context and decides nothing.
  2. Detectors and AnalystCode and one agentDetectors match every captured signal to the decision that reads it. The Analyst judges, labels and ranks what they find.
  3. OrchestratorCodeOpens work items, runs agents in parallel, stops at gates and blocks two items touching the same page, event or segment.
  4. Drafting agentsAgentsResearch, Architect, Product, Design and QA each draft one artifact.
  5. MonitorCodeChecks releases against their spec, catches unplanned changes and measures results against a baseline.
  6. PeopleHumansFour gates and one outcome review, each with a named approver.
  7. Brand tools and engineersExternalThe source of truth. Engineers build and deploy. The system never writes to them.
BrainOne versioned model of the brand: tools, rules, design system, decisions, outcomes. Holds context and decides nothing.One work item travels the ringEvery part reads and writes the Brain

What it watches

Explore nine commercial problem areas.

MESHHETU investigates gaps across nine commercial areas. The packs below illustrate automated detector coverage and its development status; consulting coverage does not depend on an automated pack being available.

  • Pack 1Available today
  • Pack 2Planned
  • Pack 3Planned
  • APack 2

    Acquisition and discovery

    Ads, catalogue feeds, landing pages, search, attribution tags

    ChecksAd price and region match the landing page. Campaign tags reach analytics.

  • BPack 1

    Account and identity

    Sign-up, login, guest-to-user merge, consent

    ChecksOne customer key joins app, CRM and orders. Consent flags reach the CRM.

  • CPack 1

    Shopping and conversion

    Search, product page, cart, checkout, payment

    ChecksPayment failure reasons are captured. Coupon rules match cart logic.

  • DPack 2

    Fulfilment

    Order routing, delivery promise, RTO

    ChecksThe delivery promise shown matches the delivery data customers are sent.

  • EPack 2

    Post-purchase service

    Tickets, refunds, returns, grievance rules

    ChecksSupport status reaches the CRM. Customer scores drive grievance and return rules.

  • FPack 1

    Retention and lifecycle

    Reorder, win-back, loyalty, notifications

    ChecksUser properties feed audiences. Journeys do not conflict or double-send.

  • GPack 3

    Channel and partner management

    Marketplaces, quick commerce, offline, affiliates

    ChecksAffiliate payouts match delivered orders. Price and stock agree across channels.

  • HPack 3

    Supply, planning and back-office

    Inventory, demand, catalogue operations, pricing

    ChecksNew SKUs reach marketing. Demand signals reach stock decisions.

  • IPack 3

    Compliance and trust

    Consent, regulatory checks, fraud controls

    ChecksConsent is honoured in every sending tool. Gates cannot be bypassed by a flow.

The rules

Hold three rules at every handoff.

  • 01

    Code computes

    Every count, join and ranking comes from code you can reproduce. No agent computes a number.

    Code
  • 02

    Agents draft

    Agents write drafts to a workspace. They never write to a live system, and never approve their own work.

    Agent
  • 03

    People decide

    Four gates and one outcome review, each with a named approver. Any gate can send the item back with a reason.

    Person

Keep the Brain current and releases honest.

  • Refresh the Brain only after a person confirms it

    Agents never refresh the Brain. A person confirms what each part means before a new version is published.

  • Watch releases without deploying

    The Monitor checks what shipped against what was approved. It never deploys, and it never rolls anything back on its own.

By track

See who runs each stage in each track.

The engineering method is shared; the scope, automation and delivery responsibilities differ across Track A, Track B and developing ROQIVA.

Who runs each stage, by track
StageTrack A · ConsultingTrack B · Modular intelligenceTrack C · ROQIVA (in development)
DetectConsulting investigation using approved sourcesScoped analysis at an agreed cadenceDesigned detectors and monitoring within the client environment
AuditConsultants verify evidence and findingsReviewed finding cards based on agreed inputsDesigned Analyst agent
Gate 1A documented client decisionClient reviews findings in the agreed processDesigned ROQIVA workspace
DecideA founder writes options and strategy, with Research as a toolThe brand’s PM, using the findingsResearch, Architect and Product agents
Gate 2A recorded client callThe brand’s own processThe workspace
Build handoff · Gate 3PRD, tracking spec, tickets and acceptance criteria. The brand designs and testsNot includedThe pack, with prototype and QA checklist
Release · Gate 4Client releases; consulting governance if scopedClient releases; checks only where configuredDesigned governed release candidate
MeasureConsulting outcome review where scopedAgreed monitoring and review outputsDesigned outcome workflow

Start with your actual business problem.

We can scope a consulting investigation or a modular engagement now, and discuss ROQIVA as a future integrated product.