Discover What You Can Do

Helping Clients Achieve More

Optima Workflow is your consulting partner to help you create efficient workflows that align with your current and future technology and business operations. If you have one or more of the challenges below then we can help:

  • Business and technology workflows take too long and have inconsistent outcomes

  • Spending time and money on activities that don’t improve the business

  • Unclear as to how teams can make their workflows productive

  • Not aligned on the key business and technology challenges

  • Digital tools that are not being used to their full potential

What’s Achieved

  • Improved workflow productivity

  • Reduced costs on non-valued tasks

  • Increased employee satisfaction

  • More time focused on work that brings value

  • Using technology to do the boring/repetitive work

  • More space for creativity and development of improvements

  • Teams that have the capabilities and tools to improve their own workflows

Different Approach

  • Focus on outcomes, not push methodology

  • Solutions that meet you where you are at from budget, time, and capacity

  • Partnering with clients to keep them involved in the process

  • Building client teams that can identify and make their own improvements

  • Bringing operations and tech workflows together

  • Being technology and methodology agnostic  

  • Building momentum quickly rather than striving for perfection

Choose The Solution That Meets Your Budget and Capacity

Self-Service Basics

  • Workflow Optimization Checklist

  • Self-Assessment Tool

  • Workflow Templates

  • High-Level Workflow Optimization Guides

Workflow Intro

  • Detailed Workflow Optimization Guide

  • Access To Online Courses

$199

Training

  • Self-Guided

  • Flexible

  • Budget Friendly

Schedule A Call

Email

Training & Coaching

  • Guided Training

  • Coaching

  • Budget Friendly

Schedule A Call

Email

Workflow Essentials

  • Self-Assessment Tool w/ Recommendations

  • High-Level Mapping of Current Workflow

  • Two Working Sessions

  • Three Training / Follow-Up Sessions

  • Detailed Workflow Optimization Guide

Workflow Pro

  • Facilitated High-Level Assessment

  • High-Level Mapping of Current and Future Workflow

  • Eight Working Sessions

  • Five Training / Follow-Up Sessions

  • Initiate Improvement Pilot With Team

$7999

Facilitated Working Sessions

  • Self-Guided

  • Flexible

  • Budget Friendly

Schedule A Call

Email

Workflow Pro Plus

  • Detailed Workflow Assessment

  • Detailed Mapping of Current and Future Workflow

  • Deep Dive Working Sessions

  • Short & Long Term Improvement Roadmap

  • Initiate 1-3 Workflow Improvement Pilots

  • Follow Up Advisory

Contact For Pricing

$2499

Example Client Projects

Payroll / Timekeeping

Description: The organization was already selecting a new payroll and timekeeping system when they realized they needed to have a better understanding of the many processes and challenges to provide to their vendor.

Outcome: Mapped out 10 detailed workflows that captured over 200 individual challenges with over 100 improvement ideas to resolve their critical challenges. The team benefited from having a collective view of the various processes and how best to present critical requirements for their potential payroll/timekeeping platform vendor.

IT Operations

Description: The IT Ops team and leadership needed to better understand the effectiveness of its approach in identifying, onboarding, and using various digital tools across the organization. Additionally, they needed help to identify improvements and a roadmap for success.

Outcome: Development of a future workflow for bringing in new technology as well as an approach for change management oversight. This also led to a defined roadmap for implementing quick and long-term improvements.

Supply Chain

Description: The organization knew that their review process for inventory planning was difficult and did not lead to predictable outcomes after their initial rollout. It needed a way to understand what obstacles remained and that all of the key stakeholders were on the same page with any future changes.

Outcome: Provided better visibility to how their process actually worked across two different geographies, identified 190 challenges and 65 improvements such as standardized data categorization for reporting, alignment on one re-designed streamlined process, and better definition around roles and responsibilities.