Jump to
Services
How We WorkGrowth AdvisoryAI Transformation Advisory
Firm
Who We ServeThe Value ArchitectureTeam
Proof & Perspectives
ResultsPerspectivesFAQ
Products
Aequalis Product SuiteAequalis Payer IntelligenceAequalis Transparency
Client LoginTalk with Us

Agentic PMO.

A supply chain and logistics data company is standing up two healthcare lines of business at once. An agentic PMO 3Pillars built and runs on Claude Cowork preps every meeting, tracks the work, drafts the decks and the customer, agency and state updates, and replaced 2 FTEs.

ClientSupply Chain Data CompanyEngagementAgentic PMOStatusIn production since May 18, 2026ClaudeClaude Cowork scheduled tasksImpact2 FTEs replaced

Company Profile

A supply chain visibility, logistics and risk management data company with automotive roots. It is entering healthcare with two product lines: surgical asset tracking with a large device maker and three of its sales agencies, and a state emergency-preparedness supply platform that also drew federal interest. Its customers span health systems, medical device companies, state agencies and federal agencies, each with its own requirements, deadlines and reporting.

The Challenge

The teams were not built for it. The product team knew the product but had never run product or project management. Customer success was new, small and still learning the work. Sales was focused on the next sale, not on making this one succeed.

From January 3 to September 15, 2026, the two programs averaged about 12 recorded meetings a week: roughly 437 meetings and 330 hours of meeting time. Plans, risks and decisions sat in scattered documents, email threads and an Excel tracker, and risks often surfaced only when they needed executive attention.

A traditional PMO would have needed one to three staff per workstream. The low operating cost of the agentic PMO gave the company runway to absorb the long sales cycles natural to healthcare.

What 3Pillars Built

An agentic PMO on Claude Cowork that supports the client’s own product, sales, customer success, vendor management and board reporting teams. It prepares the team before each meeting, turns every call into tracked tasks, decisions and risks in Notion, and then writes and sends what follows: agency check-ins, customer issue logs, internal briefs, vendor and stakeholder email, board decks and state status reports. It proposes and books the next meeting, chases what is late, and holds each team to what its customers asked for.

01

Silent meeting participant

Every recorded call becomes a digest: tasks, decisions, risks and follow-ups, written into Notion.

02

Pre-meeting briefs

Who is on the call, what was promised last time, what is late, what to ask.

03

Customer and agency communications

Agency check-ins, customer issue logs and vendor email drafted for review and sent.

04

State and board reporting

Weekly state status slides and board decks generated from the live operating state.

05

Opportunity scans

RFPs, state grants, conferences and partnership signals across both product lines.

06

Coordination and risk surfacing

Cross-functional risks raised before they need executive attention; the next meeting proposed and booked.

The PMO works inside rules 3Pillars sets, and every correction is written back into the prompts, so the next run is better. It ran by hand from March 2026 and has run as scheduled Claude tasks on live client meetings since May 18, 2026.

Results

2 FTEs
Replaced
about $300K a year in loaded cost
8–10 → 1–2
Hours / Week of Senior Time
on board and customer materials
4–8 hrs
Given Back per Team Member / Week
meeting and coordination load
62 runs
Processed 152 Meetings
May 15 to September 14, 2026
358 / 205 / 108
Tasks / Decisions / Risks
logged in Notion, same window
6
Workflows Live
across two product lines

Same window: 63 pre-meeting briefs and 39 agency check-in emails drafted, each reviewed and sent by 3Pillars; 17 weekly state status slides (April to July 2026) and 29 daily issue logs (June to July 2026).

Functional Areas Touched

The PMO is a cross-functional coordination layer. By design it touches almost every function that interacts with the healthcare-entry program. Highlighted nodes are where this engagement created downstream impact.

Affected by this engagementUnaffected
Program Management
Sales
Product
IT Security
Vendor Management
Customer Success
Executive Leadership & Board
Engineering
Marketing
Finance
Legal
People & HR

Stand up an agentic PMO instead of a traditional one.

30-minute working session. We’ll walk through what an engagement could look like.

Selected engagement spotlight. Reach out to explore similar case studies in your space.