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 […]
Category: Software and Cloud Solutions
Case Study: Charter School Automates Summer School Process Using Power Platform and Office 365
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 […]
Case Study: Emergency Response Company Increases Productivity and Enhances Reporting Using SharePoint Online and Power BI
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 […]
Lessons Learned from a recent Smartsheet Implementation
Recently, Optimum was engaged by a leading Cybersecurity company seeking to streamline and automate their annual budgeting and resource planning process, making it a more real-time and collaborative process to capture the required information from various departments within the company. The client was under a tight deadline to collect information from over 70 departments and […]
Intelligent Workplace: Key to Developing a Culture of Employee Engagement
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 […]
A Superhero’s Toolkit: The Engine Behind Automation
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 […]
Data Management and BI – From Chaos to Harmony
Data Management and BI – From Chaos to Harmony Being in the consulting business for a while now, I think I’ve heard it all! I’m talking about all and any excuses and myths that decision makers, in companies of all sizes, come up with to avoid dealing with their data. And yet, everyone agrees that […]
Case Study: Charter School automates the Summer School selection process
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 […]
Uncovering Process Complexities before Automating
Uncovering Process Complexities before Automating Business Process Automation (BPA) is no longer a new concept. In some sectors, it has become so accepted as to be expected. Those who are not utilizing BPA are looked upon as lagging behind the pack, while those with BPA implemented throughout all layers of their organization are reaping the […]
Case Study: Mobile Application Development for Energy Sector
Business Need/Problem: DRF Industries, an Energy Consulting firm, engaged Optimum to design and develop a native Android application to manage energy usage for non-residential and business consumers. The client’s main goal was to gain a competitive advantage in their local market and provide an innovative and effective mobile solution to its customers. Our Solution & […]