Start with the decision a person makes
Root’s AI strategy consultation is a two-hour working session for business owners and IT leaders considering automation. Bring a workflow that consumes time or produces inconsistent results: how information arrives, which systems it passes through, who makes a judgment and how the result is checked.
A useful assessment may identify a candidate for an AI-assisted step, a simpler rules-based automation or a process that should remain with a person. The recommendation should follow the work and its constraints. Choosing a platform comes after establishing the problem.
What the consultation covers
- Current workflows, repetitive manual work and the people responsible for the outcome.
- Candidate use cases ranked by realistic payback, with the assumptions behind that ranking.
- Licensing, integration and ongoing maintenance considerations.
- Security and data-handling questions raised by the proposed workflow.
- A written assessment to support the next business decision.
The published offer starts at $300 for a two-hour session. Confirm scheduling and engagement details when booking. Building, deploying and maintaining an AI system require a separately agreed implementation scope.
Compare three paths for the same workflow
Improve the existing process
Clarify required inputs, remove duplicate entry or define an approval step. If missing ownership is the problem, automation can reproduce the confusion faster.
Use a deterministic rule
A stable input and an explicit decision rule may suit conventional automation. Compare its integration effort and failure handling before introducing a model.
Evaluate an AI-assisted step
Unstructured information may justify a bounded trial. Specify what a correct result looks like, which errors matter and when a person must review the output.
Define evidence before a pilot
For an illustrative request-triage workflow, a model might suggest a category while a staff member decides the final route. An evaluation could compare representative redacted requests with the current process, recording incorrect categories, review time and cases that require escalation. This is a way to frame a discussion, not a claim about a deployed Root customer system.
A time-saving estimate should include checking and correcting output, integration work and recurring operation. Decide who owns the source information, who can approve a change and how the workflow continues if the automation is unavailable. These questions help distinguish an interesting demonstration from a supportable business process.
Prepare a useful two-hour session
- Describe one workflow and the business outcome it should produce.
- List the applications, recurring effort and decisions involved.
- Bring redacted examples and any restrictions on using the underlying information.
- Include someone who performs the work and someone authorized to choose the next step.
Do not put confidential records, credentials or private keys into a consultation email. Start with the workflow description and discuss an appropriate way to review supporting material.
Questions before booking
Will the assessment commit us to implementation?
The service described here is a working session and written assessment. Review the recommendation first, then agree on any implementation scope and cost separately.
How does this relate to our existing IT?
Candidate automation can depend on identity, application permissions, data access and ongoing support. Cloud governance and security operations address those related responsibilities; they are not automatically included in a consultation.
Bring one workflow worth examining
Describe the repeated task, who performs it and what a better result would change. Root can use that starting point to discuss the consultation scope and preparation.
Discuss an AI or automation workflow
You can also use the consultation request form. For a broader investment decision, explore IT infrastructure consulting.