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 […]
Tag: Process Automation
Case Study: Energy Company Increases Employee Engagement and Company-wide Communication Through Office 365-based Intranet
Download Full Case Study Challenge/Opportunity The legacy Intranet was an in-house and dated web application, maintained by the IT staff. Updating the content on the Intranet was only possible by the IT admins, documents were stored in local shared drives, and company information was not easily accessible or searchable by employees. Emails and bulletin boards […]
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 […]
Optimum Named a Finalist for 2019 Nintex Partner Award
OPTIMUM NAMED A FINALIST FOR 2019 NINTEX PARTNER AWARD Houston, TX —June 20, 2019—Optimum announced it is a finalist in the 2019 Nintex Partner Awards. The Nintex Partner awards recognize the valuable contributions of channel partners helping organizations transform their business with Nintex. “Nintex Partners, like Optimum, have an important role in helping our customer […]
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 […]
Case Study: State agency engages Optimum to develop their Office 365 and SharePoint Governance Plan and Framework
Download Full Case Study Migrating an entire organization’s SharePoint environment to the cloud is no small task! Security, user permissions, information architecture and document library structure, departmental content clean-up as well as existing forms and workflows migrations need to be considered and designed into the destination environment. Most migrations to Office 365 usually cover […]
Case Study: SOHO realty improves its agent and client experience with process automation
Download Full Case Study Executive Summary: SOHO Realty engaged Optimum to design and develop a custom Marketing & Sales Process Automation solution that allows for robust automation of SOHO’s back-office processes as well as the integration of SOHO’s current CRM, eSignature, and Financial systems. SOHO Realty needed an innovative and customized Marketing and Sales Automation solution […]