Category: Business Process 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 […]
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Optimum standardizes, simplifies, and automates a Manufacturing and Consumer Goods company’s PMO, R&D, and New Product Development operations, enabling greater efficiency and improved visibility of measurable KPI’s. Business Challenge and Project Background Prior to Optimum’s involvement, Client’s different teams and departments used various independent processes and tools to organize and manage their projects. Some teams […]
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Optimum replaces and enhances the Client’s Performance Management System with a customized Smartsheet solution to capture and manage ideas and initiatives within the transformation workstreams and automate strategic planning and project management processes. About the Client Client is a global civil engineering form delivering impactful global solutions to create a more connected, sustainable world […]
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Optimum designed and implemented a customized Smartsheet-based solution which allowed client’s various countries to create, approve, and export their annual strategic plans, allowing senior leadership to compare strategies, budgets, and results between different countries or view data on a regional level. Challenge/Opportunity Client conducts an annual strategic planning process and due to the […]
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Optimum re-designed and migrated client’s SharePoint Designer Workflows and InfoPath Forms to Power Platform to provide a more robust and modern automation solution. Challenge/Opportunity Client was using SharePoint Designer workflows and InfoPath forms within an old classic SharePoint site to track daily activities for various business teams. Since those old technologies, which were […]
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Download Full Case Study Challenge/Opportunity Having access to Power Platform in Microsoft Office 365, the charter school wanted to convert their existing summer school 3rd party application and workflows to a more automated and integrated solution using Office 365, Power Apps, and Power Automate (Flow). Optimum’s Involvement Optimum’s team assessed the migration needs […]
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Download Full Case Study Challenge/Opportunity The client used manual processes and disparate spreadsheets to track and manage their proposals and contracts. The internal teams created KPI reports manually and using Excel, requiring extensive time and data manipulation. These reports had to be customized for different users on a monthly, weekly, and daily basis and the […]
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Intelligent Workplace: Key to Developing a Culture of Employee Engagement In an evolving digital workforce environment, and with the rapid pace of innovation available to improve productivity, organizations recognize the need to promote new ways of working. The new workforce is joining organizations with the mindset of a digital consumer and employees want and need real-time access […]
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A Superhero’s Toolkit: The Engine Behind Automation Our previous Process Optimization articles have suggested that the engine powering Business Process Automation and Robotic Process Automation initiatives is human effort. However, this is no ordinary human effort, but rather the unsung superhero powers of Process Engineers, Business Analysts, and Project Managers! But even superheroes have toolkits […]
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Download Full Case Study Classical Charter Schools prepares K-8th grade scholars in the South Bronx to excel in college preparatory high schools. Through a classical curriculum and highly structured setting, students become liberated scholars and citizens of impeccable character who achieve proficiency in and advanced mastery of New York State Performance Standards. The school offers […]
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