Documentation / QUAD Platform

QUAD Platform

Complete end-to-end deployable solution for enterprise QUAD adoption

Overview

QUAD Platform is an enterprise-ready installation package that brings the QUAD methodology to your organization. It provides everything needed to implement AI-powered development workflows.

Core Components

ComponentDescription AI Agent RuntimePluggable AI providers (Claude, OpenAI, Gemini, Local Ollama) Integration HubConnect Jira, Slack, GitHub, Teams, Email Admin DashboardCompany/Director/Project management User ManagementRole-based access control with circle assignments AnalyticsFlow rate, cycle metrics, agent performance Enterprise SecuritySSO, audit logs, data encryption

Deployment Options

QUAD Platform supports two deployment models:

Option 1: Self-Hosted (Docker)

Requirements:
  • • Docker & Docker Compose
  • • 8GB RAM minimum (16GB recommended)
  • • 50GB storage
  • • PostgreSQL 15+ (included in package)
  • • Your AI provider API key
  • Quick Start:
    $ git clone quad-platform
    $ cp .env.example .env
    $ # Edit .env with your API keys
    $ docker-compose up -d
    <h1 class="text-3xl font-bold text-white mb-8">Access: http://localhost:3000</h1>
    Benefits:
  • • Your data stays on your servers
  • • Full control over infrastructure
  • • No external dependencies after setup
  • • Customize as needed
  • Option 2: SaaS (Cloud)

    Benefits:
  • • No infrastructure to manage
  • • Automatic updates
  • • 99.9% uptime SLA
  • • SOC2 / HIPAA compliant
  • • Multi-region availability
  • Getting Started:
  • Sign up at quad.dev
  • Create your organization
  • Connect your AI provider
  • Invite your team
  • Start in under 5 minutes

    Company Hierarchy

    QUAD Platform organizes your organization into a clear hierarchy:

    COMPANY LEVEL (QUAD Platform Installation)
    ā”œā”€ā”€ Company Admin (IT/CTO) - Installs QUAD, configures AI providers
    │
    ā”œā”€ā”€ DIRECTOR LEVEL (Portfolio Management)
    │   ā”œā”€ā”€ Director 1 (e.g., "Digital Products")
    │   │   ā”œā”€ā”€ Project A (NutriNine)
    │   │   └── Project B (Inventory App)
    │   └── Director 2 (e.g., "Internal Tools")
    │       └── Project C (HR Portal)
    │
    └── PROJECT LEVEL (4 Circles per Project)
        ā”œā”€ā”€ Circle 1: Management (BA, PM, Tech Lead)
        ā”œā”€ā”€ Circle 2: Development (Devs)
        ā”œā”€ā”€ Circle 3: QA (Testers)
        └── Circle 4: Infrastructure (DevOps)

    Hierarchy Levels

    LevelDescriptionKey Responsibility CompanyQUAD Platform InstallationConfigure AI, manage directors DirectorPortfolio ManagementOwn multiple projects, assign circle leads, set budgets Project4 Circles Per ProjectExecute work within circles TeamOperators + AI AgentsExecute circle functions, collaborate with AI

    User Onboarding Journey

    From joining a company to becoming a productive QUAD circle member:

    StepActorActionACL GrantedDescription 1IT AdminInstalls QUAD PlatformCOMPANY_ADMINDownloads package, runs Docker, configures AI provider API key 2IT AdminCreates Director AccountsDIRECTORInvites department heads (Engineering VP, Product VP, etc.) 3DirectorCreates ProjectsPROJECT_OWNERSets up projects under their portfolio with 4 circles each 4DirectorAssigns Circle LeadsCIRCLE_LEADTech Lead → Management, Senior Dev → Development, QA Lead → QA, DevOps Lead → Infra 5HR / DirectorInvites New EmployeeEMPLOYEEEmployee gets company SSO access, sees available projects 6Circle LeadAssigns to CircleCIRCLE_MEMBEREmployee gains access to circle-specific agents and tools 7EmployeeStarts ContributingOPERATORWorks within circle, uses AI agents, follows QUAD flow

    AI Provider Configuration

    QUAD is a generic methodology - not locked to any single AI provider. Configure your preferred providers at the company level.

    Supported Providers

    ProviderStatusNotes ClaudeRecommendedBest for complex reasoning, code generation OpenAISupportedGPT-4o, GPT-4 Turbo GeminiSupportedGoogle's multimodal AI OllamaSelf-hostedRun models locally (Llama, Mistral, etc.)

    Configuration Example

    <h1 class="text-3xl font-bold text-white mb-8">quad-config.yaml</h1>
    

    ai_providers: primary: type: claude api_key: ${ANTHROPIC_API_KEY} model: claude-sonnet-4-20250514

    fallback: type: openai api_key: ${OPENAI_API_KEY} model: gpt-4o

    # Self-hosted option local: type: ollama endpoint: http://localhost:11434 model: llama3.2

    <h1 class="text-3xl font-bold text-white mb-8">Agent-specific provider overrides</h1> agent_overrides: story-agent: provider: primary # Use Claude for story expansion code-review-agent: provider: primary # Use Claude for code review test-generator: provider: fallback # Use OpenAI for test generation


    Installation Package Contents

    quad-platform/
    ā”œā”€ā”€ docker-compose.yml       # All services orchestration
    ā”œā”€ā”€ .env.example             # Environment template
    ā”œā”€ā”€ quad-config.yaml         # QUAD configuration
    │
    ā”œā”€ā”€ services/
    │   ā”œā”€ā”€ quad-api/            # Backend API (Node.js/TypeScript)
    │   ā”œā”€ā”€ quad-web/            # Admin Dashboard (Next.js)
    │   ā”œā”€ā”€ quad-agents/         # AI Agent Runtime
    │   └── quad-db/             # PostgreSQL + migrations
    │
    ā”œā”€ā”€ integrations/
    │   ā”œā”€ā”€ jira-connector/      # Jira Cloud/Server webhooks
    │   ā”œā”€ā”€ slack-connector/     # Slack App integration
    │   ā”œā”€ā”€ github-connector/    # GitHub App (PRs, issues)
    │   ā”œā”€ā”€ teams-connector/     # Microsoft Teams
    │   └── email-connector/     # SMTP/SendGrid
    │
    ā”œā”€ā”€ helm/                    # Kubernetes charts
    │   ā”œā”€ā”€ Chart.yaml
    │   ā”œā”€ā”€ values.yaml
    │   └── templates/
    │
    └── docs/
        ā”œā”€ā”€ INSTALLATION.md
        ā”œā”€ā”€ CONFIGURATION.md
        └── UPGRADING.md

    ACL & Permissions Matrix

    Role Permissions

    RoleCompanyDirectorsProjectsCirclesAgents COMPANY_ADMINAdminManageView AllView AllConfigure DIRECTORViewSelfManage OwnAssign LeadsView CIRCLE_LEAD—ViewView AssignedManage OwnUse OPERATOR——View AssignedWork InUse VIEWER——View OnlyView Only—

    Default ACL (New Employee)

    When a new employee joins:

  • • Can view company directory
  • • Can see available projects
  • • Cannot access any project until assigned
  • • Gets OPERATOR role when added to circle
  • Inherited Permissions

    Permissions flow down the hierarchy:

  • • Circle members inherit project view access
  • • Circle leads inherit operator permissions
  • • Directors inherit circle lead permissions
  • • Admins have full access to everything

  • Integration Architecture

    Trigger Sources

    QUAD Platform can receive requirements from multiple sources:

    SourceWebhook/IntegrationExample Event JiraJira WebhookIssue created in PROJECT SlackSlack AppMessage in #requirements channel GitHubGitHub AppIssue opened with label feature EmailSMTP/WebhookEmail to requirements@company.com TeamsTeams BotAdaptive card submitted CronInternal schedulerDaily backlog processing

    Outbound Integrations

    QUAD agents can push to:

  • • Git: Create branches, PRs, commits
  • • Jira: Update issues, add comments, transition status
  • • Slack/Teams: Send notifications, request approvals
  • • CI/CD: Trigger pipelines (GitHub Actions, Jenkins)

  • Security & Compliance

    Authentication

  • • SSO Support: SAML 2.0, OAuth 2.0, OIDC
  • • MFA: TOTP, WebAuthn/FIDO2
  • • API Keys: Scoped tokens for integrations
  • Data Protection

  • • Encryption at Rest: AES-256
  • • Encryption in Transit: TLS 1.3
  • • Data Residency: Choose region for SaaS
  • Audit & Compliance

  • • Audit Logs: All agent actions logged
  • • SOC2 Type II: Available for SaaS
  • • HIPAA: BAA available for healthcare
  • • GDPR: Data export/deletion support

  • Pricing (SaaS)

    PlanUsersProjectsAI Calls/MonthPrice StarterUp to 10210,000$99/mo TeamUp to 5010100,000$499/mo EnterpriseUnlimitedUnlimitedCustomContact us Self-hosted: One-time license fee + annual support

    Getting Started

    For Self-Hosted

  • Download: Clone the quad-platform repository
  • Configure: Copy .env.example to .env, add your API keys
  • Deploy: Run docker-compose up -d
  • Access: Open http://localhost:3000
  • Setup: Create your first Director account
  • Invite: Add your team members
  • For SaaS

  • Sign Up: Create account at quad.dev
  • Configure AI: Add your Claude/OpenAI API key
  • Create Org: Set up your company structure
  • Invite Team: Send invitations to directors
  • Start Using: Create your first project

  • Support & Resources

  • • Documentation: https://docs.quad.dev
  • • Community: https://community.quad.dev
  • • GitHub: https://github.com/quadframework
  • • Support: support@quad.dev

  • Version: 1.0.0 Last Updated: December 2025 Author: A2 Vibe Creators LLC