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 […]
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. […]
Public Utilities Company Enhances Portfolio Project Management (PPM) Utilizing Maturity Model and Roadmap
Download Full Case Study Optimum assists a Public Power Electric Utilities firm in assessing current project management maturity, developing a capabilities roadmap, and selecting an enterprise-level portfolio and project management software. About the Client A Public Power Electric Utilities firm. Business Challenges The client faced inconsistent project management maturity across departments, with undefined and inconsistently […]
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 […]
Import/Export Company Transforms Finance and Accounting Processes with RPA Automation
Optimum automates finance and accounting processes for an import/export company using Nintex RPA, significantly enhancing efficiency, accuracy, and collaboration. About the Client The client is a leading importer and marketer of high-quality tires, serving wholesale tire dealers in over 55 countries. With a commitment to quality and efficiency, the company invests heavily in staff training […]
Developing an Omni-Channel Customer Engagement and Planning Solution for Global Biotechnology Firm
Optimum designed and implemented a customized solution enabling the client’s countries to create, approve, and export annual strategic plans, while allowing senior leadership to compare strategies, budgets, and results across regions. About the Client The client is a global biotechnology firm. Business Challenges The client’s strategic planning process, conducted at the local (country) level, lacked […]
Automating Project Management and Strategic Planning with Customized Performance Management Solution to Boost Operational Efficiency
Optimum transformed the client’s Performance Management System with a tailored solution that streamlines capturing and managing ideas and initiatives within transformation workstreams, automating strategic planning, and enhancing project management processes. About the Client The client is a leading global civil engineering firm that delivers impactful solutions for a more connected, sustainable world. Their work spans […]
Improving Reporting Structure and Overall Efficiency with Contract Management Forms and Workflow Automation
Optimum standardizes, simplifies, and automates a State Agriculture Agency’s Contract Management and Renewal Forms and Workflows, enabling greater efficiency and improved visibility of measurable KPI’s. About the Client Client is a diversified state agency that provides value-added services through regulatory and marketing and initiatives. The agency’s key objectives are to promote production agriculture, consumer protection, […]
Enhancing Workflow Efficiency and Avoiding Regulatory Fines with Rapidly Developed Compliance Management Solution
Optimum developed a Compliance Management Solution for a major global investment firm in just two months, helping them avoid significant regulatory fines and enhance workflow efficiency. About the Client The client is a major global investment firm. Business Challenges The client faced a tight deadline to comply with new government regulations, risking massive penalties if […]