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When your customers hand their work to AI agents, will you be ready?

We help established SaaS companies protect and strengthen their competitive position as customers move from human-operated software to agent-operated business workflows. We work with your product and marketing teams on the evidence and workflows behind that shift, and with your product on how customers' agents reach it.

Delivered by a Senior Operator

3 workflows / 30 days to first results

Organization-wide change can take longer.

Inputs
  • Customer calls and tickets
  • Win/loss and deal notes
  • Competitor launches
  • Spec and pricing changes
Workflow engine

PMM Workflow Improvement

Delivered by a Senior Operator

Customer evidence and win/loss synthesis
3 workflows / 30 days to first results
Outputs
  • Team reviewvetted
  • PRDready
  • MRDready
Reaches the business

Roadmap, pricing, and account planning decisions get the same evidence product teams use.

  • Engineering
  • Marketing
  • Support
  • Sales

The Pressures We Address

You're asked to cover more with the same people.

Stale Research

Your PMs spend weeks on research that is stale by the PRD.

Inconsistent Output

Launch assets come out different every time.

No Operating Answer

You're asked about AI strategy and have no operating answer.

Stalled Pilots

Pilots stall when nobody owns them.

What We Do / For Your Team

PMM Workflow Improvement

Delivered by a Senior Operator

Turn scattered AI use into purpose-built workflows your team reviews and owns. A senior operator connects to your sources, starting in product and product marketing, then extending to sales engineering, support, and operations.

See what we do

Workflows we start with

  • Customer evidence and win/loss synthesis
  • Market and competitor research
  • Research to PRD and MRD
  • Positioning and launch messaging

Checked twice, approved once

  • Every claim cites its evidence
  • Automated checks, then a separate verifier
  • Your named owner approves

What We Do / For Your Customers

Customer Agent Access

Let customers get answers from your product without leaving their assistant.

Give SaaS customers access to useful information through supported assistants they already use. We assess readiness, launch focused read-only capabilities and validate the experience alongside your product team.

Explore customer-agent access

A focused launch

  • Real customer questions
  • Source accuracy and access testing
  • Supported web and mobile clients

Your team stays in control

Your accounts, billing and deployment decisions. Optional, bounded compatibility support. No RMG-managed hosting.

Our Approach

Senior operators working with your team

We build working workflows, connect them to your approved sources, and help your team review the results.

Clients

Owner Insite, Lenovo, and Ed-Fi Alliance.

Owner Insite logoLenovo logoEd-Fi Alliance logo

Roy Gatling

Founder

30+ years of enterprise execution at Dell, Adobe, and Micron.

James Meeker

VP of AI Implementation

30 years launching complex technology products at enterprise scale.

About Roy Gatling and the team

Case Study

How Owner Insite accelerated software delivery

RMG helped Owner Insite introduce earlier prototyping and clearer handoffs, reducing rework and making rollouts more predictable.

Before: Late validation and handoff friction created rework and inconsistent rollout timelines.

After: Earlier prototyping and cleaner handoffs reduced rework and made rollouts more predictable.

“Working with RMG Associates fundamentally changed how we approached product development. They helped us align the leadership team around a sharper value proposition and a disciplined execution model. The result was faster time to market, clearer accountability, and a measurable reduction in operating expense. This wasn’t incremental improvement, it was structural acceleration.”

Read the Owner Insite case study

FAQ

Common questions.

What changes when customers move to agent-operated workflows?

Work your customers once did by logging into your product is increasingly done by an assistant acting for them. The vendors whose data and capabilities those assistants can reach and trust are the ones that keep their position, so we help you decide what to expose and how to explain your value to buyers and their agents.

Will this replace my product managers?

No. It removes the compile-and-format work so PMs spend their time on judgment and decisions. Your team reviews and approves every finding before it reaches a PRD or MRD.

Can we trust the research the agents produce?

Every finding arrives with its sources. Your team confirms, corrects, or rejects each one, and only vetted findings feed requirements documents.

Where does our roadmap and customer data go?

We work in the tools and accounts your company already approves, and we scope data access with your security team during discovery.

How quickly will we see results?

Meaningful results can show within 30 days: working workflows in use by your team, 3 prioritized workflows with ROI targets, and governance in place. Organization-wide change can take longer, and we scope that with you.

What does an AI implementation consultant do?

An AI implementation consultant installs working workflows inside the business, with usage standards, a cadence, and a named owner. At RMG, a senior operator builds the workflows with your team and helps establish the review process and ownership.

The First Step

Start with a confidential call.

No pitch. No commitment.

Request a Discovery Call