A West Coast real estate advisory and design firm had project managers, designers and technical staff each paying for personal AI subscriptions with no shared context.
AI tools in place but unconfigured for the work
8 companies have fixed this with AI, most of them in Technology & Software, Financial Services and Professional Services. 6 of the 8 that disclosed a timeline were live inside two months; the longest took 12+ months. Built mostly as AI workforce enablement, process automation and generative design & content, on OpenAI / ChatGPT / GPT, Claude (Anthropic) and Jira / Atlassian. 5 builders in the Pluris network have done it.
Solutions
8 on fileKit's growth team had stalled at surface-level AI experimentation.
A $40B private equity firm had AI tools available firm-wide but couldn't move past 5% adoption, the classic enterprise ceiling where tools are purchased, training is.
UserTesting's employees were using AI tools inconsistently and in isolation, some teams had access, most didn't, and there was no shared infrastructure for capturing.
A mid-sized CPA firm with dozens of mid-to-senior professionals faced mounting pressure from manual, repetitive workflows, internal reporting, policy drafting.
B2B sales reps were spending 4–8 hours a week on pre-call research, CRM updates, and post-call note-taking, administrative overhead that came directly out of selling.
A private equity operator, newly installed as CEO of a portfolio company, needed to have termination conversations with senior leaders who had lost their drive.
A mid-size SaaS company's 60-person marketing team had uneven AI knowledge, most rated 2–3 out of 5 on AI literacy, and was stuck in pilot purgatory, running experiments.