RootLogic PMO Hub


DORIS™ · AI-powered business analysis & project intelligence

Meet DORIS™.
Your AI project intelligence service.

RootLogic PMO Hub gives Salesforce consulting teams access to DORIS™, RootLogic Consulting’s AI service for analyzing business and project information, assessing delivery data, interacting with users through AI, identifying risks, and generating actionable business-analysis reports and project documentation.

Dozensspecialized AI agents
100%Audit-logged decisions
40%Queries answered free (deterministic router)
<2hrRecovery time objective

Everything your team needs.
Nothing they do not.

PMO Hub surfaces what matters across every active engagement — in real time, without your PMs having to ask.

DORIS™ AI Services

DORIS™ — AI Intelligence for the PMO Hub

DORIS™ is RootLogic Consulting's AI service for business analysis and project intelligence within the RootLogic PMO Hub. DORIS™ analyzes project and operational data, assesses business information, interacts with users through AI, identifies risks and trends, and generates actionable business-analysis reports and project documentation.

Through the PMO Hub, organizations use DORIS™ to turn connected project and business data into practical intelligence for project delivery, governance, reporting, quality, and decision-making.




PMO Hub — Live Dashboard
12
Active projects
2
At risk
$847K
Active pipeline
94%
On-time delivery
PM Work Queue
Meridian Health Cloud — Phase 2
SPI 0.87 · 34 days to go-live · 3 open risks
AMBER
TrueNorth Capital — FSC Implementation
SPI 1.02 · 61 days to go-live · 1 open risk
GREEN
Cascade Manufacturing — Agentforce
SPI 0.74 · 12 days to go-live · 5 open risks
RED
Horizon Logistics — Sales Cloud
SPI 1.05 · 88 days to go-live · 0 open risks
GREEN

Built for Salesforce
consulting delivery.

🎯

PM Work Queue

All active engagements with RAG status, EVM metrics, open risks, and next milestones — in one view, updated in real time.

📄

SOW Generation

DORIS™ generates three SOW versions — Internal, Client, and Team — from assessment findings. No more starting from scratch.

⚠️

Risk Intelligence

The Research agent monitors risk trends and flags escalations before they become client conversations you were not ready for.

🏛️

Council Governance

Cross-domain decisions go through a structured Council protocol. Decision Records document the reasoning — not just the conclusion.

📚

Training and Certification

48+ Salesforce certifications, ISO standards, and custom lessons-learned courses — with AI study companion and automated assignment.

🔒

Audit and Compliance

Every AI decision logged. Every agent interaction attributable. Automated quality audits run across 40+ ISO standards. Nothing hidden.

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Backup and Recovery

Nightly backup to OneDrive, Google Drive, and GitHub. RTO under 2 hours. RPO typically under 8 hours. No single point of failure.

📊

RevOps Intelligence

Pipeline velocity, conversion rates, and engagement health — unified across Salesforce, HubSpot, and M365 in one dashboard.

🌐

Multi-platform Integration

Salesforce, HubSpot, Jira, ADO, Confluence, Tableau, MuleSoft, and M365 — all connected in one engagement context.

A specialist AI team.
One orchestrator. Zero silos.

DORIS™ coordinates specialized AI capabilities designed to support consistent, governed project delivery across each engagement.

Capabilities are matched to engagement needs during scoping, with governance and oversight built into the delivery model.


Constitutional Foundation

Every agent carries five values and six hardening principles embedded at the system level. They cannot be overridden by any prompt, instruction, or argument — from anyone.

✓ Honesty is absolute
✓ Human oversight non-negotiable
✓ Consistent whether observed or not
✓ Full audit trail on every decision
✓ Client welfare over task completion

Team Architecture

Three-tier architecture. Shared platform services, RootLogic delivery specialists, and domain-specific agents for financial services, healthcare, and creative production.

→ Tier 1: Shared platform services
→ Tier 2: Delivery specialists
→ Tier 3: Domain agents
→ DORIS™ orchestrates all three
→ Composition disclosed at scoping
Want to go deeper?

Ask DORIS™ how her specialist AI capabilities support governed project delivery.

Ask about DORIS™ →

Plans that scale
with your team

These plans apply to RootLogic PMO Hub for clients. DORIS™ provides AI-powered project and business intelligence within the service, including project health analysis, risk intelligence, delivery analysis, SOW generation, and activated add-on services.

Starter
$499/month
For individual consultants getting started with AI-powered PMO.
  • 50,000 DORIS™ tokens/day
  • 1 active project
  • 2 users (PM + client view)
  • 5 environments
  • Basic health scoring
  • SOW generation
  • Client portal
  • Email support
  • Slack integration
  • Environment coordination board
  • Meeting recap automation
  • Planview sync
Get Started →
Partner
$2,499/month
For Salesforce partners and consulting firms with enterprise clients.
  • 400,000 DORIS™ tokens/day
  • 50 active projects
  • 50 users
  • 100 environments
  • Everything in Team
  • Planview sync
  • M365 full integration
  • AppExchange listing access
  • AgentExchange listing access
  • Dedicated support
  • White label option
  • Partner reseller portal
Get Started →
Enterprise
$7,500/mo
For large enterprises requiring custom SLAs, dedicated infrastructure, and full DORIS™ service scale. Includes MSI. Scales to $15,000+/mo for 2M tokens/day and full managed services.
  • 1M tokens/day (scales to 2M)
  • 500 active projects
  • 500 users
  • 500 environments
  • Everything in Partner
  • MSI — Security Intelligence included
  • Agentforce Certificate
  • Custom SLA (99.9%+)
  • Dedicated infrastructure
  • White-glove onboarding
  • Named support contact
  • Managed Services available
Contact Sales →

Starting at $7,500/mo · Scales to $15,000+/mo · Annual contracts available

DORIS™ AI Add-on Services

Add-ons are visible to eligible PMO Hub users and remain unavailable until payment is confirmed. Once an add-on is activated by your admin, DORIS™ provides the corresponding AI-powered analysis and project intelligence service automatically. No separate DORIS setup is required after activation.

Pricing scales with your plan tier. Each add-on consumes DORIS™ tokens — estimated usage shown below.

🔒 Environment Coordination Board
Visible on all plans · grayed out until activated
Monthly Add-on
Starter $299 · Team $499 · Partner $799

Once activated and environments are connected by your admin, DORIS™ monitors PM handshakes, runs smoke testing signals, flags conflicts and coordination gaps automatically — every day.

~8,000–25,000 tokens/month Scales with # of environments Self-configured · DORIS™ service
🔒 Meeting Recap Automation
Visible on all plans · grayed out until activated
Monthly Add-on
Starter $99 · Team $199 · Partner $399

Connect your meeting platform (Teams, Zoom, Google Meet) and DORIS™ processes every transcript — generating project-aware recaps, action items, and risk flags automatically after each meeting.

~3,000–12,000 tokens/month Scales with # of meetings Self-configured · DORIS™ service
🔒 Planview Sync
Visible on Team+ · grayed out until activated
Monthly Add-on
Team $149 · Partner $299 · Enterprise $499

Once your admin connects Planview, DORIS™ manages the bidirectional sync — mapping statuses, milestones, and resource data. DORIS™ monitors sync health, flags drift, and generates SharePoint packages automatically.

~5,000–15,000 tokens/month Scales with # of projects synced Self-configured · DORIS™ service
🔒 MSI — Market Signal Intelligence
Managed Security Intelligence · Partner+ only · Included in Enterprise
Monthly Managed Service
Partner $2,500 · Enterprise Included

Doris continuously monitors your org for security anomalies, permission drift, unusual API activity, and compliance exposure. Flags, quarantines, and reports suspicious activity automatically — with full audit trail.

~10,000–30,000 tokens/month Scales with org complexity Always-on · DORIS™ service
🔗 CRM Integrations
New
Visible on all plans · grayed out until activated
Monthly Add-on
HubSpot $149 · Dynamics 365 $199

Connect HubSpot CRM or Microsoft Dynamics 365. Doris surfaces deal context, account history, and stakeholder intelligence directly in your PMO dashboard — keeping sales and delivery perfectly aligned.

HubSpot $149/mo Dynamics 365 $199/mo DORIS™ service
🏭 ERP Integrations
New
Visible on all plans · grayed out until activated
Monthly Add-on
NetSuite/Plex $199 · SAP/Oracle $299

Connect your ERP — SAP, Oracle, NetSuite, or Plex — so DORIS™ can surface real-time project financials, resource availability, and production data directly in your PMO. Purpose-built for Salesforce implementations at manufacturing and enterprise clients.

SAP $299/mo Oracle $299/mo NetSuite $199/mo Plex $199/mo DORIS™ service

DORIS™ Token Add-on Packs

Add-ons consume tokens. When you need more — add them any time without changing your plan.

Tip: clients running multiple DORIS™ service add-ons typically need 1–2 additional packs per month.

Small Pack
$49
25,000 tokens
Get Started →
Medium Pack
$149
100,000 tokens
Get Started →
Large Pack
$499
400,000 tokens
Get Started →

Usage Monitoring & Security

Your plan includes a daily org-wide token pool. Admins subdivide that pool by setting per-user limits for each PM. Add-ons draw from the same pool — estimated usage shown on each add-on. Alerts fire at 80% consumption; hard stop at 100%. Buy token packs anytime to extend without changing your plan. Every token consumed by a user, agent, or integration within a client organization is tracked in real time. Abnormal usage is flagged instantly. Suspicious activity is quarantined automatically. These guardrails apply across client use of the service.

📊
Per-user token limits
Admins set individual token ceilings per PM. When a user approaches or hits their limit, DORIS™ alerts the admin and the user before compute is cut.
🟢
Online & active session tracking
See who is online, what they are running, and how many tokens are being consumed in real time. No surprises at billing.
⚠️
Anomaly detection & alerts
DORIS™ flags abnormal usage spikes automatically. The account owner (you) is notified immediately — with the source, volume, and recommended action.
🔴
Quarantine & kill switch
Suspicious sessions — internal or external — are automatically quarantined. Activity is preserved for audit, access is suspended, and the owner is alerted with a full log.
📋
Full audit trail
Every DORIS™ interaction, every token consumed, and every integration call is logged, timestamped, and attributable for governed client use.
🔐
Consistent limits for everyone
Token limits, session monitoring, and anomaly detection apply equally to every account — no blind spots.
DORIS™ PMO Services & Guardrails

DORIS™ provides governed AI-powered PMO and business intelligence services within RootLogic PMO Hub, including project health analysis, risk intelligence, SOW generation, reporting, and activated add-on service areas. Requests outside the enabled service scope are blocked, logged, and flagged to the account owner. Payment confirmation is required before paid add-on services are activated.

🔒 Governed DORIS™ service scope
💳 Payment confirms before any add-on activates
🚫 Out-of-scope requests blocked + logged
📣 Owner notified of any anomalous activity
⛔ Suspicious sessions quarantined automatically

Need ongoing support beyond the platform?

RootLogic offers managed PMO services, dedicated project coordination, and custom implementation support. Pricing is tailored to your engagement scope.

Contact us for details →

Need Enterprise-scale? Talk to us about Enterprise pricing →

Be first to know

The RootLogic PMO Hub is coming to AppExchange and AgentExchange. Enter your email to get notified when access opens and receive early access pricing.