How we work
You know your business. We make AI work for it.
You have a company to run. We take on the work of finding the opportunity, building the system, and keeping it useful after launch.
From first conversation to daily operation
A clear path.
With you in control.
A paid diagnostic gives you the choices. A scoped build puts your decision into practice. Monthly management keeps us responsible for the systems we operate for you.
01 / Start with a conversation
Tell us which part of the week takes too much.
The call you missed. The report that takes an afternoon. The follow-up that depends on you remembering. Tell us what is consuming your team’s time, or what you wish your business could do. You do not need an AI plan or a technical brief.
Free first conversation
What comes out of it
A shared understanding of the problem, whether we can help, and a sensible next step.
- Your part
- Bring your questions and the work you would like to change.
- Our part
- Listen, ask useful questions, and explain what an implementation could involve.
02 / Look beyond the first idea
See the opportunities you may not have considered.
The first frustration is often connected to several others. We share relevant uses of AI across your industry and the kinds of work other operators want to improve. You get a broader view before deciding whether to engage us.
Part of the initial conversation
What comes out of it
An initial view of adjacent opportunities worth investigating, grounded in how your business works.
- Your part
- Tell us what sounds relevant and what does not fit your operation.
- Our part
- Connect your priorities with practical possibilities across the business.
03 / Diagnose the operation
A useful plan starts with the whole picture.
We examine how information and work move through your company: the handoffs, the repeated steps, the missed opportunities, and the systems you already use. The diagnostic can reach beyond automation into search visibility, social engagement, customer reach, and simpler ways to work.
Paid diagnostic · Scoped to your business
What comes out of it
A written, prioritized opportunity map, with potential quick wins, proposed workflows, and the dependencies each would need. You keep the report; the diagnostic fee is credited toward a subsequent build.
- Your part
- Give us agreed access and the context only your people can provide.
- Our part
- Investigate, document the friction, and turn the findings into a clear set of choices.
04 / Choose the work
One workflow. Several connected processes. A department.
You decide what moves forward and in what order. We define the system around that decision, from a focused automation to a coordinated team of agents or a custom application. Each build is priced for its own scope and complexity before implementation begins.
Scope and written pricing
What comes out of it
An agreed scope, implementation price, responsibilities, milestones, and a definition of what the system should do.
- Your part
- Choose the priorities and approve the work, price, and operating limits.
- Our part
- Make the scope, dependencies, and decisions clear before we build.
05 / Build and put it to work
We handle the work of making it work.
We build, connect, and test the system around your existing operation. Your team sees how the workflows behave, where a person stays involved, and what needs approval. We agree the launch sequence and bring the work into use while your people continue running the business.
Custom implementation
What comes out of it
A working, ProcessRoot-managed system, connected workflows, team guidance, and a reviewed launch plan.
- Your part
- Answer business-specific questions, review the work, and approve it for use.
- Our part
- Develop the software, handle integration, test the workflows, and deploy on infrastructure we manage.
06 / Keep it working
Launch is the beginning of our operating role.
We host and manage the systems we build, on ProcessRoot AI infrastructure or on cloud infrastructure we manage. We monitor the work, maintain integrations, investigate problems, and improve performance. We evaluate newer models for the tasks they can improve and adjust the system as your operation develops. Further builds are scoped with you when you are ready.
Ongoing monthly management
What comes out of it
Ongoing operation, maintenance, performance review, and a managed path for improvements.
- Your part
- Keep us informed as priorities, people, and business rules change.
- Our part
- Manage your AI systems, address issues, and keep improving the work they do.
Your operation. Your authority.
More capability.
Clear boundaries.
An agent is software assigned a job. The permissions, reviews, and operating controls around that job are part of the implementation, not an afterthought.
See it before it acts
Review how a workflow behaves and what it would send or change before agreeing to put it into use.
Set the boundaries
Agree what each system may access, which actions it may take, and what must wait for your approval.
Keep people in the decisions
Define where exceptions, unusual requests, and consequential decisions go to a person with the context they need.
Have a way to stop
Establish the controls and escalation path for pausing a workflow when something needs attention.
Know what happened
Use activity records and monitoring to understand the work, investigate a problem, and improve the system.
What good work looks like
Measure what changes
in the business.
We agree the measures relevant to your scope and the data available. The aim is a clear view of what the system does and where it makes a difference.
Time your team gets back
Track the work handled by the system, from answered enquiries to processed documents, and compare it with the manual work it replaces.
Opportunities followed through
See which enquiries, quotes, and payment follow-ups were handled, then connect those actions to outcomes where the data supports it.
Capacity without another handoff
Understand the volume of work the system takes on so you can make more informed decisions about team capacity and hiring.
Leakage brought into view
Surface the exceptions relevant to your business, such as unusual stock movement, overdue invoices, or transactions that need review.
Demand you can respond to
Track the enquiries, reservations, and customer interactions that might otherwise wait until somebody has time to deal with them.
Time to first response
Measure how quickly a request receives a response and compare it with the baseline agreed for that workflow.
Before we talk
Practical questions.
Plain answers.
How long does a diagnostic or build take?
The work is scoped to your business. One of our expert AI guides discusses timing directly with you, taking account of complexity, access and the people involved. There is no standard duration advertised here.
Do we need to know what we want built?
No. Start with the work that is difficult, repetitive, or being missed. We help you see the options. The diagnostic turns those possibilities into a prioritized plan.
Can we start with one workflow?
Yes. You choose the scope after the diagnostic. One useful workflow can be the right first implementation. Connected workflows, custom applications, and broader departmental systems are options when they fit the business.
How much work will our team need to do?
We handle the investigation, development, integration, and implementation. Your people provide business context, agreed system access, and the approvals only your business can give. We define those responsibilities during scoping.
How are the fees structured?
The first conversation is free. Diagnostic scope and timing are discussed directly with one of our expert AI guides. The diagnostic fee is credited toward a subsequent build. Each implementation has a scoped build fee and one ongoing monthly management charge. Managed operations is that same monthly charge, not another fee on top.
Will we have to replace the tools we already use?
We start by assessing what you have. Where useful connections are possible, integration can preserve the tools your team already knows. We explain any access limits, changes, or new components required before they become part of the scope.
Do you work with our industry?
We work across industries. Each engagement starts with your workflows, your constraints, and whether the proposed system makes business sense. You do not have to fit a standard package to have the conversation.
Start with your business.
What would you do
with more room?
More room to serve your customers. To grow your team.
To work on the business you set out to build.