Overview

Everything registered for Advarra in 00-admin/artifacts.json, generated from the approved PreWiki projection

Overview

• 2026-08-04, Phase 0 intake scaffolded.

Overview

Gated interview: ask one question at a time, record the answer verbatim, then pick the next highest-value gap. Skip any question the sources already answer. Stop when the first downstream use is unblocked; log the rest to open-questions.

Answers

Record answers below, tagged with date + speaker.

Q11: First downstream use

Decks (PreDeck). On-brand PowerPoint generation is the first artifact this brain must

• Provenance: operator-provided, John Ryan (jryan@prehealth.com), 2026-08-04
• Status: reviewed

Intake: source policy

Operator will drop client sources into 01-sources/raw-uploads/. Extraction is

• Provenance: operator-provided, John Ryan (jryan@prehealth.com), 2026-08-04
• Status: reviewed

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

What Advarra is

Provenance: source-backed: SRC-001, Corporate Messaging & Marketecture

The brand-architecture problem Advarra is solving

Provenance: source-backed: SRC-001, Brand Philosophy & Architecture

Braid: the AI/data platform at the center

Provenance: source-backed: SRC-001

Named products

Provenance: source-backed: SRC-001

• OnCore and Clinical Conductor, CTMS platforms, "for enterprise-wide operations"
• Braid, data and AI platform, ingredient sub-brand
• CIRBI, a second ingredient platform, endorsing IRB (Advarra IRB powered by CIRBI).
• Study Design, a Braid-powered solution
• Study Collaboration, Site ID + Feasibility, Study Startup, named offerings with
• Advarra IRB, central IRB service

Culture and promise

possible results for our customers without ever compromising quality."

• Brand promise: "To advance clinical research by earning and upholding trust at every step."
• Culture: "Grounded in integrity, humility, and excellence."
• "We are always acting as a trusted partner behind the scenes, consistently delivering the best

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown.

How generation works

python3 -m figma2pptx.harvestpptx <client.pptx> layouts.json --client Advarra # refresh the manifest

Before generating anything

The source template ships 13 demo slides carrying invented statistics: 65%, 30%, 12M+,

Title

Opening slide. Dark variants for a strong cover; light for section or chapter openers.

Blank

No chrome beyond the master. Last resort.

Title only

Minimal title band: use when the content below is a chart, table, or image.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

1. Never reuse the deck template's placeholder numbers

65% · 30% · 12M+ · 2:1 · "reduce trial timelines by up to 30%" are lorem ipsum

2. Braid's restricted assets are Braid-only

> "This 3D braid texture is reserved for use only when Braid, our ingredient sub-brand, is

3. Braid is always title case

Never BRAID, never braid. "Braid should always remain in title case."

4. Never use the standalone Braid logo where Advarra isn't established

Prohibited: "as a standalone identifier in ads, web, or materials where Advarra hasn't [been

5. The logo is untouchable

• Never stretch, compress, or alter proportions
• Never apply drop shadows, gradients, tinting, or any added effect
• Never recreate manually, approved files only
• Always resize proportionally with vector tools or constrained dimensions

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Brand guide structure (as published)

The guide's own navigation, verbatim:

The one-paragraph version

Advarra is a 40-year clinical research infrastructure company consolidating an acquisition-built

Version and currency

the guide live and incomplete. Open items found: Update secondary font or choose a tertiary

• Brand Guidelines July 2026, the version in hand
• The file carries an internal "Brand Guide Updates" to-do list, meaning the client considers
• Ask Advarra whether a newer revision exists before treating this as final.

Known conflicts inside the source

Three, all logged in ../12-review-approvals/open-questions.md:

Approval state

draft: nothing in this brand layer has operator approval yet. Per the onboarding

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Verbal identity

> "Our verbal identity reflects how Advarra shows up in the world."

• "They know their field inside and out."
• "They care deeply about people and what [they do]."
• "They believe things can always improve."
• "They always follow through on their word."

The four voice traits

Supporting statements:

• "We balance authority with humility, drawing meaning from years of knowledge, data, and human
• "We care about the people behind every protocol. We never lose sight of those at the heart of
• "We earn trust through action, consistency, and care. People rely on us because we keep our
• "We are always acting as a trusted partner behind the scenes, consistently delivering the best

Tone Calibration: the operational voice test

Four dimensions, each with a "Just right" target and named failure modes on both sides. This is

Banned language

Provenance: inferred from the tone-calibration table and the "quiet excellence" trait: the

Person: first, second, third

Approved examples (verbatim):

• First, "We help sponsors and sites collaborate more effectively so trials [move forward]."
• Second, "You can get started in minutes." / "With Braid, you get real-time visibility into every
• Third, "Today, Advarra announced the launch of its Study Design solution."

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Three named segments

Provenance: source-backed: SRC-001, Our Marketecture

Roles referenced in source

Provenance: source-backed: SRC-001, but incidental (mockup content and title-format

• "Study teams", the recurring collective noun for the user side
• Director of Product (LinkedIn mockup)
• SVP, FDA Regulatory Advisor (title-format example)
• Chief Research Services Officer (title-format example)
• Executive Director (title-format example)

Institutional / regulatory context

Acronyms the brand guide treats as safe to use unexpanded: a good proxy for assumed audience

Audience-facing content themes observed

From blog/social mockups and whitepaper titles in source:

• "Ways to Streamline Informed Consent Process in Clinical Trial Startup"
• "The Impact of ICH E6(R3) on U.S. and Canadian IRBs"
• "Improving Study Feasibility by Aligning Clinical Development and Clinical Operations"
• "How NIH Guidelines call for IBC review"
• "Top 3 Mistakes Study Teams Make" (used as a style example)

Social presence data points

source-backed but from design mockups, not analytics: the numbers "70,000 followers" and

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

The Marketecture: two suites, one ecosystem

Advarra splits its offering by audience, not by product category. This is the spine of every

Site Excellence Suite: FOR SITES & INSTITUTIONS

Additional site-facing capability lines found in source: "Industry-leading CTMS for research

Strategic Enablement

> "Optimization services for operations, compliance, technology, billing & finance"

Consulting & Professional Services

Named as a distinct line in the Solution Ecosystem. No description captured: needs-source.

Offerings confirmed by the logo suite

Provenance: source-backed: Product Logo Suite delivery packages (SRC-005), May 2026.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Numbers found in sources: all unusable

The two follower counts contradicting each other in the same file is the clearest evidence that

Qualitative claims that are safe

These carry no metric and appear consistently across the brand system:

Superiority claims: Advarra's own words, still need a check

source-backed as Advarra's language. Not cleared for PreHealth to place in new external material.

• "The most advanced and responsive central IRB"
• "The largest set of digitized protocols and operations data"
• "Industry-leading CTMS for research sites"
• "As the market leader…"

What is needed

1. Real metrics with citations: timeline reduction, cost, enrollment, review turnaround,

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Named competitors

None. unknown. No competitor is named in any of the four supplied sources (SRC-001 through

• Where Advarra claims to win, 05-offers-sales/offers-sales-context.md § Differentiation.
• A stray non-Advarra line inside the brand file, the Tone Calibration table's Insight row

Depth requested

standard <!-- quick | standard | deep -->

Desired outputs

brain update, workbook, deck

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Color

Orange appears in the guide with a restriction: "Orange should only be used to highlight […]":

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

1. Logo system

Provenance: source-backed: SRC-001

2. Brand hierarchy & naming

Provenance: source-backed: SRC-001

3. Braid sub-brand: the four usage modes

Provenance: source-backed: SRC-001. This is the single most rule-dense part of the system;

4. Restricted visual assets: Braid-only

Provenance: source-backed: SRC-001. Verbatim restrictions; treat as hard rules.

5. Shape language

Provenance: source-backed: SRC-001

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Read order before producing anything

1. ../03-brand/brand-non-negotiables.md: the lines that break the brand

Five standing rules

1. Strip every number inherited from Advarra's deck template. 65%, 30%, 12M+, 2:1, and

PreDeck

This is the first downstream use: the stop condition for onboarding.

• Build on the existing template's 61 named layouts. Don't invent a layout that already exists.
• Person: first person ("we") for company decks and one-pagers; second person ("you") for sales
• Type: Articulat CF if licensed (see Open Questions P0), otherwise Segoe UI, the client's own
• Only one vector logo is available (white horizontal). Any deck needing a logo on a light
• Any stat slide is blocked until operator-approved proof points exist.
• Write correct theme colors into any new .potx rather than inheriting the drifted ones.

PreSocial

against assumptions: extract it first.

• ADV Social Media Templates.fig (SRC-002) is not yet extracted. Do not build social work
• Person: first person for owned social.
• Braid in a post from the official Advarra account may use the standalone mark, Advarra context
• The follower counts in the mockups (70,000 / 78,258) are not data and contradict each other.

Web

font conflict in Open Questions P1.

• Nunito Sans is the web font when Articulat CF is unavailable, but see the unresolved secondary
• No approved contrast pairs are documented. The guide restricts text to approved combinations, so
• Light-mode rules do not exist yet, the client has them on their own to-do list.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

HARD BLOCK: placeholder statistics in the client's own deck template

Provenance: source-backed: SRC-003 (Advarra.pptx)

Superiority claims requiring verification

These appear in the brand system as approved brand lines. They are still superiority claims

Heritage claim

"Over 40 years" of IRB oversight appears repeatedly and consistently across the boilerplate,

Incomplete approved text: do not use

obtained.

• Corporate boilerplate, truncated in source. blocked until the full approved version is
• Elevator pitch, truncated in source. blocked.

Editorial compliance rules (from the brand guide)

(21 CFR 50.110 (i))

• Regulatory citations formatted (21 CFR 50.110); nested parentheses acceptable
• Third person required for "regulatory or compliance documentation" and press releases
• Advarra follows AP Style, keeping the Oxford comma

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

> Label every claim: source-backed (cite file) · operator-provided (person + date) · inferred (from what) · unknown. Metrics, outcomes, HIPAA/compliance, ROI = blocked until sourced.

Overview

Run status to auto-check these.

• [ ] 00-admin/source-register.md
• [ ] 02-foundation/client-overview.md
• [ ] 03-brand/voice-messaging.md
• [ ] 04-audience/audience-icp.md
• [ ] 05-offers-sales/offers-sales-context.md
• [ ] 07-market-competitors/market-competitors.md
• [ ] 10-oracle-instructions/claims-compliance.md
• [ ] 12-review-approvals/open-questions.md