RootLogic PMO Hub


AI-powered PMO for Salesforce teams

Your AI project agent
knows before you ask.

RootLogic PMO Hub gives Salesforce consulting teams a 47+-agent AI workforce that monitors every engagement, flags risks early, and generates documents — so your PMs spend time with clients, not dashboards.

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

PMO Hub is not one product — it is two.

The internal RootLogic workspace and the AppExchange version are separate products with different Doris configurations, different capabilities, and different governance rules.

🏠
Internal RootLogic Workspace
Full Doris — No Limits

Used exclusively by the RootLogic team to manage client engagements, run internal operations, and develop the platform. Doris operates at full capacity with no token ceiling, no feature locks, and all 47+ agents active.

  • All 47+ agents, fully active
  • No token limits — unlimited compute
  • All features unlocked by default
  • Full audit trail on all activity
  • Owner-level anomaly alerts on all users
  • Internal team limits set and monitored by CB
📦
AppExchange / Client Version
PMO-Focused Doris — Gated Features

Installed by Salesforce consulting teams via AppExchange. Doris is configured for PMO intelligence only — project health, risk, SOW generation, and delivery coordination. Add-on features are visible but locked until payment is confirmed.

  • PMO-scoped Doris intelligence
  • Token limits per plan tier
  • Add-ons visible — locked until activated
  • Payment confirmation unlocks + activates Doris
  • Per-user limits, session monitoring, audit trail
  • Anomaly detection with owner notification

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.




PMO Hub — Internal Workspace
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. AXIOM runs quality audits across 40+ ISO standards. Nothing hidden.

🔄

Backup and Recovery

Nightly backup to OneDrive and GitHub simultaneously. 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.

47+ agents. One
orchestrator. Zero silos.

Every agent on Doris's team carries a complete professional identity — values, expertise, communication style, and a defined set of things they will never do regardless of instruction. That identity is the Mythos layer. It is what makes the team behave like colleagues rather than tools, and what makes their behavior consistent whether observed or not.

The team composition, individual capabilities, and Mythos details are disclosed during engagement scoping — not before. What we will say: the architecture is three-tier, constitutionally hardened, and purpose-built for Salesforce consulting delivery.


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 about the Mythos layer. She will tell you what it means to have an agent team with a professional identity.

Ask Doris →

Plans that scale
with your team

These plans apply to the AppExchange / client version of PMO Hub. Doris is PMO-focused on this version — scoped to project health, risk, delivery, and SOW intelligence. Add-ons unlock Doris-operated intelligence in specific areas and are grayed out until payment is confirmed and the feature is activated.

Starter
$399/month
For individual consultants getting started with AI-powered PMO.
  • 10,000 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
$1,999/month
For Salesforce partners and consulting firms with enterprise clients.
  • 200,000 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 scale. Includes MSI. Scales to $15,000+/mo for 1M tokens/day and full managed services.
  • 500K tokens/day (scales to 1M)
  • 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-Operated Add-on Services

Add-ons are visible to all PMs on the AppExchange version — grayed out until payment is confirmed. Once a payment is processed and the add-on is activated by your admin, Doris unlocks and begins operating in that area automatically. No manual Doris setup 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-operated
🔒 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-operated
🔒 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-operated
🔒 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-operated

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-operated add-ons typically need 1–2 additional packs per month.

Small pack
$49
10,000 tokens
Get Started →
Medium pack
$149
50,000 tokens
Get Started →
Large pack
$499
200,000 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 every user, agent, or integration, in every client org and in the internal RootLogic workspace — is tracked in real time. Abnormal usage is flagged instantly. Suspicious activity is quarantined automatically. These guardrails apply identically to internal RootLogic users and client users. There are no blind spots.

📊
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, every integration call — logged, timestamped, and attributable. Internal team included. No exceptions.
🔐
Internal team limits
Internal RootLogic users operate under the same rules as client users. Token limits, session monitoring, and anomaly detection apply equally — no internal blind spots.
AppExchange Version — Doris Scope & Guardrails

The AppExchange Doris is intentionally constrained to PMO intelligence. She will not perform tasks outside project health, risk flagging, SOW generation, and add-on scope areas. Attempts to use Doris outside her configured scope are blocked, logged, and flagged to the account owner. Payment confirmation is the gate for every add-on — no feature activates before billing is verified.

🔒 PMO-scoped Doris only
💳 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.