3Pillars is excited to announce we are officially Certified in the Claude Partner Network! Our people hold Claude certifications, and we are building from here.

Accelerate your business with AI.

Strategy. Capability. Execution.

3Pillars.ai builds value-creating AI inside mid-market companies. A senior operator who has run businesses like yours embeds in your organization and builds the capability with your team. Priced for the middle market.

Senior partners on every engagement
Fastest system to production: 3 weeks
First demo free for qualified opportunities
app.3pillars.ai/portfolio illustrative client workspace · full read access

Value Portfolio

Every AI use case, ranked by the number it has to hit.

Use cases mapped
14
10 survived the scoring
Annual value mapped
$5.6M
plus 1-3 FTE in the management office
In production
2
contracting engine, management office
In pilot
1
order intake triage, week 4 of 6
All use cases
Use caseStageStatusNumber to hitProgress
Contracting engineRevenue & contracts · 6 agentsIn productionOn track$2.0M+92% of the way
Pricing integrityRevenue & contractsScopingData ready$700Knot started
Order intake triageOperations · 3 agentsIn pilotOn track$640K58% of the way
Quote & proposal deskRevenue & contractsSelectedGate 1 passed$410K14% of the way
Management officeOperations · 2 agentsIn productionTarget beaten1-3 FTEtarget beaten

Leverage Map

Where the value sits across the business. Darker tiles carry more annual value.

Functions mapped
4
revenue, operations, service, finance
Use cases
14
4 killed in scoring
Largest value
$2.0M+
contracting engine
Selected next
Quote & proposal desk
gate 1 passed
Revenue & contracts 4
Contracting engine$2.0M+ · in production
Pricing integrity$700K · scoping
Bid response drafts$450K · queued
Quote & proposal desk$410K · selected
Operations 4
Order intake triage$640K · in pilot
Management office1-3 FTE · in production
Custom LLMkilled in scoring
Forecast rebuildkilled in scoring
Service 3
Service deflection$520K · queued
Call summarieskilled: a commodity
Portal rebuildkilled in scoring
Finance 3
Invoice reconciliation$380K · needs owner
Document digitization$290K · data audit
Quality reporting$180K · low effort
Quote & proposal desk
Annual value$410K
Data readinessHigh
Time to pilot6 weeks
Business ownerVP, sales
Gate 1Number attached
Queue for pilot
All pilots
Operations

Order intake triage

An agent checks each incoming order against the contract and the item master, and sends only the exceptions to a person. Week 4 of 6; the scale decision comes at week 6, with proof in hand.

In pilotOn trackRecommend: Scale up
Accuracy vs senior reviewer
96.2%
target 95.0%
Review time per order
6 min
from 34 min
No human touch
71%
of orders; 3.1% escalated
Next
Scale decision at week 6
security, compliance, business owner
Accuracy, week by week
Target 95.0% 96.2% Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6
OwnerVP, operations
Built with3Pillars build team
ScopeAll inbound orders
SecuritySigned
ComplianceSigned
Business ownerAt week 6
Contracting engine

Benefits ledger

Every dollar traces to a case. Reconciled with Finance monthly.

Credited year to date
$703K
of a $600K plan
Against plan
+17%
$103K ahead
Last month
$265K
June, 579 cases
Method
Signed off by Finance
no case, no credit
MonthCasesCreditedPlanAgainst planRunning total
March188$86K$150K−$64K$86K
April310$142K$150K−$8K$228K
May457$210K$150K+$60K$438K
June579$265K$150K+$115K$703K
Year to date1,534$703K$600K+$103K$703K
What the agent did
Matched 579 June cases to signed contracts.Reviewed by the Finance lead
Held back 6 cases with no source document.Sent to the contract owner
Reconciled June with Finance: $265K credited.Signed off by Finance
What each view shows
Value Portfolio every use case, ranked by dollar value
Leverage Map where the value sits across the business
Pilot scorecard the proof gate before anything scales
Benefits ledger realized savings, reconciled monthly

You bought the tools. You ran the pilots. But the P&L sees no value.

The models work. What fails is organizational: wrong use case, no number, no owner. And in the mid-market, every stalled pilot is somebody’s real budget.

live reporting, 2026 · hover to pause, click for the source

Sound familiar?

Pilots that demo well, then stall in security review.
A copilot rollout with adoption charts but no dollars attached.
AI spend spread across vendors, with nobody accountable for the return.
An AI project in month nine that was scoped for month three.

Strategy. Capability. Execution.
Three deliberate design decisions.

Most AI programs die in the seams between the strategy firm, the risk committee, and the build vendor. We closed the seams: deep strategic knowledge from our experts, capability built and embedded within your organization, and execution your P&L can carry.

Strategy where AI pays off Capability built from within Execution priced for the mid-market 3Pillars.ai one design

Strategy

A map of your operation with every AI use case valued for ROI and scored: moat vs commodity, complex vs simple. The view that helps us determine value-creation opportunities.

Capability

The organizational harness. A senior AI professional embedded in your team, accelerating AI. From governance to prototyping, this is where value compounds quickly.

Execution

Priced for the mid-market. Our own build team with agents underneath, working in your environment. You own the code, the playbooks, and the results.

The model: our operator inside, your people alongside, a build team behind.

The operatorOurs · senior · embedded

Works inside your business. Finds where the value lives, sizes it, and minds the risk from first map to production. Industry judgment, and the call on when AI is not the answer.

Your peopleYours · alongside

Build with us, run the pilots, and own the tools and playbooks at the end. The capability grows inside your organization and stays there.

The build teamOurs · agents underneath

Production engineering priced for the mid-market, with AI agents underneath. No pyramid of juniors on your invoice.

The operator
inside your business: finds, values, minds
senior · embedded
Your people
own the workflows, keep the tools
capability grows here
The build team
production engineering, agents doing the work underneath
AI agents · always on
the capability stays when the engagement ends
See a demo

Every engagement starts the same way: our operator, inside your business.

Step 1

We embed

A senior operator joins your team and spends weeks inside the actual workflows, learning how the work gets done: the processes, the data, and the people who own them.

Weeks 1 to 3
week 1 inside the workflows, shadowing the work
week 3 data map drafted: systems, owners, gaps
✓ first prototype in the team’s hands
Step 2

The AI Leverage Map

Built from inside the work: every use case mapped, valued for ROI, and scored on one grid. A number on every opportunity. Most don’t survive the scoring.

Moat or commodity, easy or hard
Quick wins
Winners play
Table stakes
Distractions
Contracting engine
Order triage
Digitization
Custom LLM, killed
Step 3

Proof before production

We build the pilot against the number. For qualified opportunities, the first working demo is on us.

The pilot gate
demo built on your use case, your data
pilot running vs target: 95.0%
✓ gate passed · 96.2% · approved to scale
Step 4

Scale what works

Only proven work reaches production. The build team builds it, the capability takes root with your people, and you own what we build.

Value reconciled monthly, per system

Your risk ends at the demo

You see it working on your use case before you commit a dollar to the build.

The pilot gate protects your budget

If the pilot misses the number, it does not scale. You decide with proof in hand.

You keep everything

The system, the code, the playbooks. In your environment. No subscription to cancel.

Distance kills AI projects. Proximity delivers them.

“The best AI opportunities are rarely visible from the outside. You discover them by sitting next to the people doing the work.”Praveen Neppalli Naga, CTO, Uber · on the Agentic Pods program · July 2026 ↗

The playbook is industry neutral. The people are industry natives. Pick yours.

See how we serve each industry →

The thinking behind these pages, across every vertical, lives in Our insights →

Results from production.

Revenue
$7M

A contracting engine on Claude, live in three weeks

Stood up, put into production, and reading more than a thousand payer contract documents. $7M identified across the book; contract operations from 40+ hours a month to 8.

What it provesSenior-led delivery at a speed a staffed pursuit team cannot match.
1,000+ contracts in
→
Claude agents, parallel
→
terms + flags out
week 0 standing start · week 3 in production
Revenue
$3 to 7M

A data model redesign that moved the top line

A core data model and its workflows, redesigned and run by seniors on the engine rather than an associate bench.

What it provesAnalysis to implementation, owned by one senior team.
Operating cost
$300K/yr

An AI-native management office replaced a traditional PMO

Two full-time coordinator roles of effort, run by agents instead. Roughly $300K a year in loaded cost, taken out of the back office.

What it provesThe back office runs with no coordinator in the middle.

Pick one, and we'll show you a working demo.

Pick one, get the demo
Revenue & contracts
Contract intelligence

1,000+ contracts processed; $7M identified.

Pricing & rate analysis

Terms, benchmarks, and leakage surfaced from your own paper.

Proposal & bid response

First drafts from your win history, on your templates.

Pipeline & account intelligence

Buyer briefs and account theses, assembled on demand.

Relationship resurfacing

Deals and contacts gone quiet, ranked and revived from your own CRM history.

Receivables follow-up

Aging invoices chased with drafted, personalized outreach and a memory of every promise.

Operations & service
Case processing at scale

Review time from 30 to 45 minutes down to 5 to 10.

Claims, appeals & casework

Document-heavy workflows with a number attached.

Call center & customer service

Summarization, routing, next-best-action.

Document digitization

Vision models extracting and validating records.

Document-room triage

Thousand-file rooms read in full, with the red flags surfaced weeks earlier.

Platform & infrastructure
AI infrastructure accelerators

Up to 40% of foundational architecture, pre-built.

Local model deployment

Open-source models inside your environment, safe for regulated data.

Executive copilots & briefings

Meeting capture to board materials, on cadence.

Governance & benefits ledger

Tracking that proves value and keeps it compounding.

Tribal knowledge capture

What your best salespeople and technicians know, captured and answering on live calls.

Five questions to ask anyone pitching you AI.

Including us. The answers separate a system in production from a science project. We publish ours because we like them.

Strategy consultancyadvises 3Pillars.aidesigned for all three AI build shopbuilds
Who finds the use case? Analyst benchmarks and stakeholder interviews. An operator embedded in your business maps the work from the inside and attaches a number to each opportunity. You bring it. They build what you ask for.
What number is it accountable to? A business case inside the deck. A number to hit, set before anything is built. Reconciled monthly after it ships. Time and materials. Effort, not outcome.
Will it survive security, compliance, and audit? Recommended in a governance workstream. Someone else implements. Built in from day one. Security, risk, and compliance are part of the design, because we work where review is unforgiving. Where pilots go to die.
Who owns the system? There is no system. There is a roadmap. You do. Your environment, your code, your playbooks, and your people trained to run it. No subscription. Their platform. You rent the outcome.
What happens when AI is the wrong answer? Another phase to study it. We say no, with the analysis that shows why. Knowing when AI is the wrong answer is most of the judgment you’re hiring. AI is always the answer. They sell AI.

Bring these questions to every pitch you sit through, including ours. Our answer is usually a working demo.

“Our competitors are AI companies, applied to your industry. We are your industry insiders, applying AI.”
3Pillars.ai

Operators and advisors first. AI builders second.

Kevin Mehta

Strategy
Enterprise StrategyOperating ModelsValue Quantification
Formerly Senior Partner, HealthScape Advisors / Chartis · Altarum Institute · KPMG
LinkedIn ↗

Sonesh Shah

Strategy
Enterprise P&LDigital TransformationConsumer & Industrial
Formerly Global President, Dremel · Bosch
LinkedIn ↗

Eric Patzelt

Capability
Growth StrategyProgram GovernanceMarket Expansion
Formerly HealthScape Advisors · SCAN Group
LinkedIn ↗

Surya Kotha

AI Execution
Enterprise AIProduction DeploymentOpen-Source Models
Formerly SAP · Johns Hopkins Medicine · KPMG
LinkedIn ↗
More firm behind the faces: operators in every industry we serve, Senior Advisors across AI research, market strategy, data, and public policy, and a dedicated build team. Schedule a call and we'll bring the right people.

The questions buyers actually ask.

Straight answers. If yours isn't here, let's talk.

How fast do we see something real?
Weeks, not quarters. The first working demo is built on your use case before you commit to a build, and our fastest production system went live in three weeks.
How are you different from an AI agent firm?
They bring agents and ask you where to point them. We put an operator inside your operation first, find where the payoff lives, attach a number, and then deploy the agents. And when AI is the wrong answer, we say so. An agent firm never will.
Are we big enough for this?
The model was designed for the mid-market. A credible AI hire runs $600K before anything ships, and the big firms send you their bench. Senior operators plus agents deliver the scope a large team staffs, at a cost your P&L can carry. The firm is designed around that math.
Our data is a mess. Do we need to fix that first?
No. Drawing the data map is part of the operator’s first weeks: what exists, what condition it’s in, and what it blocks. Some of the highest-value use cases in our library ran on messy data. What matters is knowing which gaps are worth closing, and that takes someone inside the work.
We already have an AI leader. Where do you fit?
Embedded beside them. The operator works under their mandate, builds the map and the prototypes from inside the business, and the management office turns it into a sequenced, measured portfolio. The seat and the credit stay theirs; we bring the machinery underneath.
We don't have an AI leader yet. Can you start anyway?
Yes. That is the default shape of the engagement: our operator holds the Chief AI Officer seat, owns the agenda, and shows your executive team measurable ROI, until you hire the permanent seat. Then we hand it over, working.
Who owns what you build?
You do. The systems run in your environment, the code and playbooks are yours, and your people are trained to run them. We are not building you into a subscription.
What if AI isn't the right answer for our problem?
Then we say so, with the analysis that shows why. Knowing when AI is not the answer is part of the judgment you're paying for. Every recommendation carries a number either way.
Why embedded versus advising? How's it different?
Advisors read your process diagrams from a conference room. Embedded operators live inside the work, learn how it actually gets done, and find the wins nobody else sees. See why this matters and where it's worked.

Put an operator on your AI agenda.

Every engagement starts with the same step: a senior operator inside your business, building the AI Leverage Map from the inside. It ends with a ranked map and real numbers, whether or not we go further together.

Talk to us