The starting point
Start with an AI Assessment.
Bring one recurring workflow. We examine how the work moves now, where AI may or may not help, and what should remain under human control before anyone commits to a larger build.
- Map the current path, Inputs, hand-offs, decisions, tools, delays, and final authority.
- Name the boundary, Data, access, review, release, and risks that shape a responsible approach.
- Choose a useful next step, A concrete recommendation your team can use even if the work stops there.
Assessment record · the deliverable
What the assessment leaves behind
Current-state map
The named workflow, its participants, systems, review points, and friction.
Fit and limits
Where AI assistance may be useful, where it is not justified, and what evidence is still missing.
Control points
Data handling, approvals, human judgment, release authority, and fallback expectations.
Recommended next step
A focused action, experiment, or stop decision with an owner and stated boundary.
The assessment is substantive work, not a disguised sales call or a promise that AI belongs in the workflow. Tangible first result: a useful assessment record and next-step recommendation before any recurring relationship or focused implementation is proposed.
Privacy and IT engagement preflight
Agree on the boundary before any workflow moves.
Before work begins, the client and Rome AI Solutions document the operating conditions for the specific engagement.
The recurring relationship
AI Concierge keeps useful work moving.
When the assessment identifies ongoing work worth tending, Concierge provides a scoped, done-with-you relationship anchored to named workflows and visible control points.
Find the drag
Keep a current list of recurring tasks, bottlenecks, tools, owners, and decisions that must stay human.
Meet around the process
Inspect one real workflow, simplify it, and choose the smallest useful change worth testing. Bring focused questions and friction between working sessions through the engagement's agreed channel and scope.
Adapt a proven kit
Start from the closest Rome AI Solutions kit when it fits, then tune inputs, rules, review points, and hand-off.
Keep a question lane
A dedicated channel for questions between working sessions, inside the agreed scope.
Maintain the receipt
Keep a private, plain-language log of what changed, what remains open, and what the team now owns.
Audit, improve, adapt, document, repeat. The concierge is designed for capability transfer: your team works alongside Rome AI Solutions, sees how the system is assembled, and keeps the files and operating record. Engagement details are scoped separately, cadence, channel, response expectations, and capacity are agreed for the actual relationship rather than promised generically on the website.
Secondary focused work
Survey. Prove. Install. Tend.
For a defined implementation project, each stage produces something useful on its own and narrows the risk of the next investment.
Workflow mapping
Observe one recurring process and identify inputs, decisions, exceptions, custody, review, and final authority. Leaves behind: a workflow map, issue register, authority matrix, and recommendation on whether AI belongs in the process.
Controlled prototype
A bounded pilot that tests the mapped change before anything is installed.
Focused implementation
Build one controlled lane with named inputs, review points, and a clear hand-off.
Review and refinement
Inspect actual use, edge cases, and tool changes without quietly expanding the workflow's authority. Leaves behind: an updated runbook, change record, and a decision on what to keep, modify, or retire.
A project can stop after any useful stage. The files, decisions, and operating map remain yours.
Other focused paths
Use a narrower tool when the assessment points there.
These are secondary to the assessment and are scoped only when they fit the actual workflow.