SteepRock Embedded Intelligence
AI Analytics for Medical Affairs and
Commercial Teams
SteepRock Embedded Intelligence
SteepRock Embedded Intelligence is an AI analytics service that works across all of a client's contracted data as a single intelligence environment. Medical affairs and commercial teams ask questions in plain language and get finished, sourced work back: KOL profiles, congress strategies, advisory board plans and executive briefs. It is delivered through the SteepRock Opinion Leader Management System (OLMS™) and works across the Opinion Leader Analytics (OLA®) data layer.
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What is SteepRock Embedded Intelligence?
SteepRock Embedded Intelligence is AI analytics for medical affairs and commercial teams at pharmaceutical, biotech and medical device companies. It is delivered through the SteepRock Opinion Leader Management System (OLMS™) and works across the Opinion Leader Analytics (OLA®) data layer, the client's own OLMS engagement records and the client's documents as one intelligence environment. A user asks a question in plain language, and SteepRock Embedded Intelligence assembles the answer at once from the sources the client licenses, which can include publications, clinical trials, grants, guidelines, congress and education activity, digital presence, claims and referral networks.
What comes back is finished work a team can use: KOL and HCP profiles, ranked expert lists, congress strategies, advisory board plans, MSL engagement plans, account briefs, executive presentations and intelligence digests, delivered as slide decks, Word documents, PDFs or workbooks, or by email on a schedule. SteepRock Embedded Intelligence helps teams identify, profile, and engage KOLs, DOLs, HCPs, healthcare organizations and payers, and it plans engagement from more source data than a CRM holds, including Veeva call records a client loads into OLMS. For clients that run grants and investigator initiated study programs on EGS™ and ISTS™, it reads across the funding record as well.
Every answer follows written rules built for regulated life sciences work. Each figure is labeled confirmed or inferred, gaps are declared, every claim traces to a connected source, an attached file or the user's input, and a number that fails its plausibility check is withheld with an explanation. Each user sees only what that user's OLMS permissions allow. SteepRock Embedded Intelligence runs on Claude from Anthropic inside the client's private, access controlled workspace, SteepRock does not use client confidential information to train any AI model, and the service is in production today with clients that include three of the five largest pharmaceutical companies.
SteepRock Embedded Intelligence comes from SteepRock, Inc. of Washington, Connecticut, which has 25 plus years of experience delivering single tenant SaaS to life sciences manufacturers. It is a life sciences analytics service and is unrelated to embedded intelligence in electronics or industrial hardware.
Customer Success, the Epicenter of Everything We Do
“You have NO idea what this means. I cannot thank you enough for this and the incredible rapid turnaround. Thank you very much!!”
Director, Head of HCP Engagement
“Thanks very informative.
Familiar with SteepRock from prior companies.
Great to see how SteepRock has advanced.
It's a value add for our company!”
Regional Medical Affairs Manager
“Just want to say, I’ve been using OLA and AI/Analytics now and from a pure web application perspective, analytics strength, and AI embedding. Incredibly impressed with what you and your team have built.“
Director, Commercial and Medical
Field Solutions“It was an absolute delight to work with a professional and responsive team”
Global Medical Marketing Manager
“Thanks very much for all you are doing to drive this forward. Really appreciate you being able to manage this independently…”
Senior Manager, Public Affairs
“The ELT had a call today and the idea of Digital Influencers/DOL is already making its way in terms of strategic discussions. Many thanks for teaching all of us the importance of DOL vs KOL.”
VP of Sales, General Manager
“Thank you for your partnership. It was an absolute delight to work with a professional and responsive team.”
Global Medical Marketing Manager
“Everyone is singing the praises of SteepRock…”
Medical Director
“I spent some time navigating the platform and I want to say how impressed I am by the tool. This is quite amazing!“
Associate Director, Global Marketing
“We just received the speaker identification project you did for EU and the results were incredible. We were extremely pleased with how the project was conducted”
Global Marketing Director
“We really appreciated your professionalism, prompt communication, and excellent work on this project and the deliverables. (…) Definitely a huge value-add.”
Field Director, Medical Affairs
“If your ears were burning, we were discussing how wonderful you are to work with – always so prompt and helpful.“
Director, Medical Affairs
“We look forward to continuing our partnership with SteepRock and seeing how the OLA tool works to help our Sales Team grow our business.“
Product Director
“We rolled out OLA to the field in early January. The users find the claim, contact and referral network information very helpful.“
Senior Manager
I have found it to be simple and efficient to enter insights into SteepRock.
Customer & Disease Strategy Lead
Frequently Asked Questions
What is SteepRock Embedded Intelligence?
SteepRock Embedded Intelligence is SteepRock’s AI analytics service for medical affairs and commercial teams. It works across every data domain a client licenses as a single intelligence environment, answering plain-language questions and producing finished deliverables such as KOL profiles, congress strategies and executive briefs. It is in production with clients today.
What data does SteepRock Embedded Intelligence use?
It uses the data a client licenses through SteepRock plus the client’s own documents. Depending on the license, that includes the client’s OLMS engagement records, OLA’s publication, clinical trial, congress, claims and referral data, payment and transparency disclosures such as CMS Open Payments, and provider identifier and registry data.
Which AI model does it run on?
SteepRock Embedded Intelligence runs on Claude, from Anthropic, inside the client’s own private, access-controlled workspace. The model isn’t what makes the difference: the connected data, the rules it works under and how each session is run are.
How does it avoid made-up numbers?
It labels every figure as confirmed or inferred and declares gaps instead of filling them. It also withholds results it can’t trust. Every claim traces to a connected source, an attached file or the user’s input. See a real example.
Is SteepRock Embedded Intelligence a CRM, or does it replace Veeva?
No. SteepRock isn’t a CRM vendor. SteepRock is a market development service provider that helps medical affairs and commercial teams identify, profile, and engage KOLs, DOLs, HCPs, HCOs, and payers, and its team works with the client’s team on the analysis and planning. SteepRock Embedded Intelligence plans engagement from more source data than a CRM holds, and clients that use Veeva CRM can load their call records into OLMS so it works across them as well.
What return can a team expect?
In one measured deployment, a nine-person commercial team completed 143 deliverables in 10 weeks, which annualizes to about 756. That recovered about 1.1 FTE of capacity in the base case. See the full math.
Does SteepRock Embedded Intelligence use current AI tools?
Yes. SteepRock Embedded Intelligence runs on Claude, a current frontier model from Anthropic, and the underlying models are updated over time as part of the service. What makes the results different is what the model is connected to: the client’s licensed SteepRock data, its OLMS records and its own documents, in one session.
What is the difference between OLA, OLMS and SteepRock Embedded Intelligence?
OLA® (Opinion Leader Analytics) is SteepRock’s healthcare data search engine that identifies and profiles experts and organizations in every disease area. OLMS™ (Opinion Leader Management System) is the client’s system of record for its engagement with those experts. SteepRock Embedded Intelligence is the AI service, delivered through OLMS, that works across OLA, OLMS and the client’s other licensed data at the same time.
Do we need OLMS to use SteepRock Embedded Intelligence?
Yes. SteepRock Embedded Intelligence is delivered through OLMS and works across the OLA data layer, so it requires an active OLMS license and access to OLA. New clients license the three together.
Can existing OLMS clients add SteepRock Embedded Intelligence?
Yes. A client with an active OLMS license and OLA access adds SteepRock Embedded Intelligence under a Statement of Work, and it works across the data that client already licenses.
Is SteepRock Embedded Intelligence a chatbot?
It works through a conversational interface, and what it produces is finished work: profiles, plans, briefs, charts and documents built from the client’s connected data, with every figure labeled confirmed or inferred and every claim traceable to its source.
Do users need to know how to write prompts?
No. Users ask questions the way they would brief an analyst. For recurring work, SteepRock’s team can build and test a prompt library with the client and write down the expected result for each prompt, as it did in the published P&T case study.
Can SteepRock Embedded Intelligence use our own documents?
Yes. Users can attach files, including by pasting a file’s URL, and a client’s approved product and context documents can be connected so answers draw on them. A claim based on an attached file cites that file.
Can SteepRock Embedded Intelligence create slide decks and documents?
Yes. It generates presentations, Word documents, PDFs and workbooks from the analysis in a session, along with charts and summaries.
Can it send reports on a schedule?
Yes. Users can schedule recurring reports, and each report email arrives with the generated deck or workbook attached.
Can SteepRock Embedded Intelligence use our Veeva CRM data?
Yes, when the client loads its Veeva call records into OLMS. SteepRock Embedded Intelligence then works across those records together with OLA data and the client’s OLMS engagement history, under each user’s permissions.
Does it include CMS Open Payments data?
Yes. Payment and transparency disclosures, including CMS Open Payments records, are part of the OLA data layer, so a profile or a conflict check can show what manufacturers have reported paying a physician.
Does it include patient claims data?
When the client licenses it. SteepRock provides licensed, de-identified claims derived analytics for the therapeutic areas and indications in the client’s license, and SteepRock Embedded Intelligence works across them with the rest of the data. De-identified claims data is used within the system and the deliverables it produces and is not shared as a standalone dataset.
Will it tell us when the data is too thin to answer?
Yes. It declares the gap, says what is missing and withholds a figure that fails its plausibility check. In a published client session it declined to present a payer mix built from 231 claims after comparing it with 447,957 national claims for the same drug codes.
Does a person still review the output?
Yes. SteepRock Embedded Intelligence produces the analysis and the record behind it, with its sources named, and the client’s team reviews the work before it is used. It does not approve a grant, set a fair market value or clear a conflict of interest.
Is our data used to train AI models?
No. SteepRock does not use client confidential information to train, validate or test any large language model, and that commitment is written into SteepRock’s client agreements.
Who can see what in SteepRock Embedded Intelligence?
Each user sees only what that user is permitted to see. SteepRock Embedded Intelligence queries OLMS under the user’s own session, so the role, territory and record permissions set in OLMS apply to every answer, including the separation between medical and commercial users.
Can an administrator read my conversations?
No. No client administrator role can view another user’s conversations in SteepRock Embedded Intelligence.
Can SteepRock Embedded Intelligence change records in OLMS?
No. Its data tools are read only. It reads the client’s records to answer questions and does not write changes back to OLMS.
Where is SteepRock Embedded Intelligence hosted?
SteepRock runs its own servers in a Tier 1 colocation facility that holds SOC 2 certification, and no hosting provider has access to client data. Client work happens in the client’s private, access controlled workspace, and all SteepRock employees and contractors sign confidentiality agreements, with employees trained annually.
Does our data leave SteepRock’s systems when we use the AI?
To answer a question, the content needed for that question is processed by the AI model providers SteepRock uses, with Anthropic’s Claude as the primary model. Data stored by SteepRock is encrypted at rest with AES-256.
Is SteepRock Embedded Intelligence priced per user or per question?
Neither. SteepRock licenses the technology and gives access to the client’s team. Authorized users are approved when the system is set up, and there is no meter on questions or documents.
How long is a SteepRock Embedded Intelligence license?
A standard license runs for a twelve month term.
How long does it take to get started?
Implementation typically takes about a week. Training is quick, and users get support from SteepRock’s team as they work.
Can we see a demonstration?
Yes. SteepRock gives product demonstrations to life sciences manufacturers considering a license. Contact us with your disease area and the questions your team needs answered.
Is SteepRock Embedded Intelligence used by medical device companies?
Yes. SteepRock works only with life sciences manufacturers in pharma, biotech and medical devices, and its published results study comes from a commercial team at a top 10 global medical technology company.
Is SteepRock Embedded Intelligence only for medical affairs?
No. Medical affairs, commercial, marketing, market access, and grants and investigator initiated study teams use it, and each user works within the permissions of that user’s role.
Does SteepRock Embedded Intelligence work with grants and investigator initiated studies?
Yes. For clients that run their programs on EGS™ (Educational Grants Solution) or ISTS™ (Investigator Sponsored Trial Solution), SteepRock Embedded Intelligence reads across the funding record, the investigator’s profile and the engagement history in one session. Teams use it for funding history, cycle time reporting, conflict checks and fair market value checks.
Can SteepRock Embedded Intelligence report on charitable contributions and sponsorships?
Yes, when they are managed in EGS. EGS handles independent medical education grants, charitable donations and corporate giving, sponsorships of third party meetings and fellowships, and SteepRock Embedded Intelligence can report across all of them along with the research programs in ISTS.
What is AI analytics for medical affairs?
AI analytics for medical affairs uses AI to answer a medical affairs team’s questions about experts, institutions, evidence and engagement from the team’s own records and licensed data, with results the team can defend. SteepRock Embedded Intelligence is SteepRock’s AI analytics for medical affairs and commercial teams: users ask in plain language and receive sourced, finished work built from OLA, OLMS and the client’s licensed data.
Is SteepRock Embedded Intelligence a medical affairs AI platform?
Yes. It is the AI service on SteepRock’s platform for medical affairs and commercial teams, delivered through OLMS and working across OLA, so the AI, the expert data and the engagement record are on one platform.
What is natural language analytics in pharma?
Natural language analytics means asking an analytics question in plain language and getting the analysis back without building a query or a dashboard. In SteepRock Embedded Intelligence a user can ask which KOLs in a therapeutic area have published, run trials and treated patients in the last two years and receive a sourced answer from the client’s licensed data.
Can SteepRock Embedded Intelligence identify KOLs in our therapeutic area?
Yes. It identifies KOLs, rising investigators and DOLs from the publications, clinical trials, congress activity, claims, referral networks, Open Payments records and digital presence in OLA, and cites the records behind each one. The underlying identification data comes from OLA and SteepRock’s identification and profiling services.
Can SteepRock Embedded Intelligence build a KOL profile?
Yes. A profile brings together a physician’s publications, trials, congress presentations, Open Payments history, institutional affiliations and the client’s own engagement history in OLMS, with each item traced to its source. Customer and KOL profiling was nearly half of the 143 deliverables in the published ten week study.
Can SteepRock Embedded Intelligence tier or rank KOLs?
Yes. The user sets the criteria, such as recent publications, trial leadership or congress activity, and SteepRock Embedded Intelligence ranks the experts against them, labeling which inputs are confirmed and which are inferred so the team can see and adjust the basis of the ranking.
Can SteepRock Embedded Intelligence map KOL networks and influence?
Yes, from the data the client licenses. It can show how experts connect through referral networks, shared clinical trials and institutional affiliations, and which experts reach the clinicians who matter in an account or a territory.
Can SteepRock Embedded Intelligence identify digital opinion leaders?
Yes. OLA includes digital presence and selected social media content, so SteepRock Embedded Intelligence can identify DOLs in a disease area, measure their digital influence separately from traditional KOL influence and show where the two overlap.
Does SteepRock Embedded Intelligence come with a KOL database?
It works on OLA, SteepRock’s healthcare data search engine covering every disease area, together with the client’s own OLMS records. Clients receive the data through their OLA license, and SteepRock Embedded Intelligence makes all of it searchable in plain language.
Can SteepRock Embedded Intelligence help plan advisory boards and speaker programs?
Yes. It drafts advisory board plans and congress strategies from experts’ publications, trials, congress activity and past engagement with the client. Speaker selection and qualification are handled by SteepRock’s AI Speaker Qualifier.
Can SteepRock Embedded Intelligence summarize MSL insights?
Yes. It analyzes and summarizes the engagement records in the client’s OLMS, including field interactions recorded there, for a period, a product or a region. SteepRock ECHO captures and structures field medical interactions at the source.
What AI tools do MSL teams use for engagement planning?
MSL teams using SteepRock Embedded Intelligence ask which experts to see next, why, and what each conversation should cover, and receive a plan built from OLA data and their own OLMS engagement history.
Can SteepRock Embedded Intelligence analyze our investigator initiated study program?
Yes, for programs run on ISTS. It reports cycle times, funding history by investigator and institution and the output of funded studies, and checks an investigator for conflicts across the speaker program, the engagement history and Open Payments.
Can SteepRock Embedded Intelligence report on sponsorship requests?
Yes, when sponsorship requests are managed in EGS. It can report how long requests take from submission to decision and what has been funded, by program, institution or period.
