Layer 01 · Discover · Workflow Intelligence
Northbeam · Aurora Methodology
⚠ The Problem
Weeks of scattered context. Nobody has the full picture.
Operator notes. Interviews. Slack threads. Diagrams. Process docs. Five formats. Six teams. Zero reconciliation.
operator-notes.md
Riya Singh
analytics-eng
interview.md
Tom Whitfield
head-of-data
process-doc.md
v2.1 (stale)
updated 2024-09
arch.svg
+ companion
vision-extractable
slack.json
#data-customer-health
14 days · DMs
Inputs
Drop what you already have.
Operator notes
Interview transcript
Process documentation
Architecture diagrams
Slack / Email threads
L01
AURORA
Vision-extracted diagrams. Parsed structured threads. Cited claims with line-number precision. No interviews to schedule.
How It Works
Eight specialists.
One signed dossier.
Ingest
Heterogeneous inputs
Extract
Claims + citations
Triangulate
Cross-source proof
Gap Analyst
What's missing
Rank
Value model
Boundary
What's out of scope
Assemble
Blueprint render
Pre-Signoff Audit
Citation integrity
Current-State Map · 13 systems · 4 layers
Workflow and architecture — mapped together.
SOURCES MODELS DELIVERY CONSUMERS Salesforce Gainsight Segment Zendesk Snowflake dbt Cloud340 models customer_health_v2⚠ 3 of 5 inputs NULL Hex dashboard≤6 viewers / 90d Hightouch sync~30% false-positive Gainsight writeback Metabase embeds Riya's Notionshadow · 8wk DM cadence CRO · Diego"churn = 11.4%" VP CS · Sarah"churn = 14.1%" CFO · Linneeds one number CS Ops · Devonre-runs Riya weekly SUPPORTING Datadog Linear queue Slack #data-customer-health shadow → CS Ops documented path shadow path broken connection
13 systems · 4 layers · sources / models / delivery / supporting. Documented paths in cyan. The shadow channel CS actually trusts in violet. Broken connection in red. This system surface is what L02 acceptance criteria reference and L03 integration proofs cite.
Triangulation
Two sources. One uncomfortable truth.
Slack · 2026-05-26 · Riya Singh
"ACCT-447 has been firing false-positive for months. The customer_health_v2 model is reading nulls for 3 of 5 inputs."
Interview · Tom Whitfield · L32
"If that's true, the dashboard has been wrong for six months."
⚠ GAP G2 · Broken pipeline since Nov 2025
AI Opportunity Register
Every opportunity rated G / Y / R for AI suitability.
WS-005

Repair scoring model

Rank 6.075
WS-001

Single canonical definition

Rank 5.86
WS-002

AI driver attribution

Rank 5.21
WS-003

AI playbook dispatch

Rank 5.39
WS-004

Board memo synthesis

Rank 5.78
WS-007

CS Ops query surface

Rank 5.89
WS-006

Living process docs

Rank 5.29
(rejected)

Fully-autonomous churn calls

Refused at L01
Green = ready · Yellow = needs human-in-the-loop · Red = refused before specification
Value Model · WS-005
Value, bounded by confidence intervals.
Cost Avoided

Rework + escalation cycles

$25K – $100K
per year
Productivity

CS Ops manual suppression

100 – 500 hrs
per year
Revenue Protected

ARR at risk addressable

$500K – $2.0M
of $3.8M cohort exposure
Every figure cites the source quote that supports the interval — operator estimates, financial baseline, observed cohort exposure. This is what Layer 04 will measure against.
Sign-Off
A future-state blueprint — signed before anything gets built.
L01 Output · Future-State Blueprint

Keystone Customer Health · v1

Sarah Okafor
VP Customer Success
Accuracy
Maya Chen
CEO & Co-founder
Prioritization
Both signatures required to advance to L02
LOCKED
Automated · Repeatable
Weeks of consolidation now automated.
Weeks
Hours
7
AI opportunities ranked
26
Evidence-anchored claims
$3.8M
ARR exposure surfaced
100%
Citations resolved
Handoff
One signed artifact. Forward.
L01 · Signed

Future-State Blueprint

L02 · SPECIFY
Aurora doesn't hand off a slide deck. It hands off a binding artifact the next layer cannot deviate from.
Most discovery turns into a six-week interview marathon. Aurora turns it into thirteen days.
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