Improving Customer Experience and Accelerating Sales Cycle for Real Estate Firm with Process Automation
Optimum transformed real estate firm’s operations by implementing a customized Nintex for Office 365 solution, improving project management, enhancing communication, and increasing operational efficiencies, ultimately accelerating their sales cycle and boosting customer satisfaction. About the Client SOHO Realty and Mortgage Lending, Inc. is a top-tier real estate and mortgage brokerage firm known for being a […]
An Engineering Firm Enhances Employee Engagement and Collaboration Through an Intelligent Intranet
Optimum revolutionizes employee engagement and boosts Office 365 adoption with an Intelligent Digital Workplace solution. About the Client The client is a leading civil engineering firm. Business Challenges The firm faced significant hurdles with employee engagement and company-wide collaboration due to reliance on emails and decentralized messaging across multiple locations. Optimum’s Involvement Optimum addressed these […]
Charter School Automates Complex Summer School Enrollment Process, Improving Efficiency and Visibility
South Bronx Charter Schools leverages Optimum’s process optimization and automation expertise to streamline complex, annual summer school enrollment workflows. About the Client South Bronx Charter Schools, part of a network of public, open-enrollment charter schools, are dedicated to educating scholars through a rigorous classical curriculum, preparing K-8th grade scholars to excel in college preparatory high […]
Developing a Robust Governance Plan and Framework to Boost Efficiency and Optimize Department-Specific Processes for State Agency
Optimum brings efficiency, automation, and governance to a state agency’s SharePoint and Office 365 environment. About the Client State agency in Texas. Business Challenges An imminent migration from on-premises SharePoint to Office 365 left the client in need of a robust governance plan, best practices, and department-specific process optimization. The agency faced challenges related to […]
Energy Company Increases Employee Engagement and Company-Wide Communication Through Modern Intranet Solution
Optimum helped an Oil & Gas company modernize employee experience, manage documents and content efficiently, and enhance collaboration and communication using Office 365 and SharePoint Online. About the Client An Oil & Gas energy company. Business Challenges The company’s legacy intranet was a dated, in-house web application maintained solely by the IT staff. Content updates […]
Emergency Response Company Increases Productivity and Enhances Reporting with Process Automation and Real-Time KPIs
Optimum helps a crisis and emergency response company digitize their proposal and contract tracking process using SharePoint Online and leverages Power BI to provide real-time KPIs and analytics. About the Client A crisis and emergency response company. Business Challenges The client relied on manual processes and disparate spreadsheets to track and manage proposals and contracts. […]
Reducing Costs and Manual Work for Charter School with Strategic Process Automation
Download Full Case Study Optimum transforms a charter school’s Summer Learning Academy process into an efficient, automated solution using Microsoft Power Apps and Power Automate. About the Client The Classical Charter Schools, located in the South Bronx, prepares K-8th grade scholars for success in college preparatory high schools. Their classical curriculum and structured environment help […]
Empowering Informed Decision Making and Increasing Efficiency with Data Roadmap
Download Full Case Study About the Client Aviva Health is a Federally-Qualified Health Center (FQHC), a non-profit healthcare practice that provides high-quality, cost-effective primary healthcare to anyone seeking care, regardless of their insurance status or ability to pay. Aviva maintains and manages its clinical and patient data in various business applications, including a cloud-based EMR […]
Engineering Firm Enhances Collaboration and Document Management with Robust, Modern Intranet Portal
Optimum develops an Office 365-based Intranet portal to help an engineering firm efficiently manage documents, share content, and improve internal collaboration and communication. About the Client Barton Associates is an Industrial Engineering company that provides high-quality engineering solutions throughout the Mid-Atlantic Region. With offices in York, State College, and Pittsburgh, PA, Barton Associates offers a […]
Commercial Real Estate Firm Enhances Document Management by Migrating to Secure Intranet
Optimum expertly migrates nationwide real estate company documents from third-party cloud repositories to SharePoint Online, ensuring enhanced metadata, security permissions, and improved collaboration. About the Client Valbridge Property Advisors is the largest independent commercial property valuation and advisory services firm in the U.S., with 200 MAI-designated appraisers, 78 office locations, and over 675 staff nationwide. […]
