OptimallyFlow helps businesses establish a consistent auditing process for IT operations, ensuring regular checks for data integrity, compliance, cyber security, and maintenance with a detailed audit trail.
OptimallyFlow streamlines the management of the work inside shared email inboxes by automatically creating tasks from incoming requests, improving quality control and accountability.
OptimallyFlow provides visibility into the customer onboarding process and automates team hand-offs, ensuring a smooth, efficient onboarding experience.
With OptimallyFlow, companies can easily standardize training plans, ensuring employees complete all necessary steps on time, without needing a full LMS.
OptimallyFlow improves employee onboarding & offboarding by streamlining task assignments, ensuring each step is completed on time by the right person, enhancing overall efficiency.
OptimallyFlow standardizes the commissions process for businesses, maintaining a clear audit trail and ensuring timely, accurate payments to the sales team.
OptimallyFlow provides structure for your end-of-month financial processes by simplifying approvals and ensuring timely, organized financial closures.
OptimallyFlow automates the triage of vendor invoices, streamlining approvals and follow-ups to enhance vendor relationships and reduce late payments.
OptimallyFlow streamlines customer invoice creation, quality assurance, escalation, and sending, making invoicing faster and more accurate without complex data pulls or calculations.
Optimally’s competitive intelligence solution allows organizations to empower their business through data collection, data hygiene and data brokering.
Growing up my dad did a lot of business on a handshake. That handshake was stronger than any contract. He often laments how that level of integrity is all but gone in today’s business world. Not so with Optimally. Yes, we used a contract but right from the first meeting I trusted integrity was ingrained in all they do.
We met with a few different companies to handle our project. Some had more experience and even better pricing. We chose Optimally because at every step of the way they did what they promised, were well organized and gave helpful advice, even knowing we may not choose them.
Throughout the project they truly became partners, caring about each step, as much as we did. The communication was top notch. We were kept up to date at every step of the project answering questions before we even had to ask.
At the end of the project, their work was proof that they stand by what they say they will do, just like an old-fashioned handshake.
Kateri Wheeler-Clarke (HR Director)
I own an Adult Day care with 6 employees. We have built our own systems over the past nine years that have helped me to run my business. I am also a business coach who consistently preaches to my clients about the importance of making efficient systems that save time and money and I know that my systems are not saving me time at all. I was referred to optimally by my coach and boy am I happy for this referral. Working with my Optimally family has been God sent. First the whole team is super nice, accommodating and professional. They took the time to listen to what I needed and crafted a sweet plan to help us accomplish our goals. The price was way more affordable then I imagined. We even have our very own “Tess” who is our version of a human robot. She is currently learning one of our systems that we pay for monthly and helping us to implement it instead of building us a brand new system all while building the parts that we do need. This has been a very refreshing experience. I look forward to rolling out our new billing system that they are creating to save me so many hours with our insurance billing. I could go on and on about all of the ways I LOVE Optimally! If you have a business and need systems to save you time and money reachout to Optimally! Trust me, You will be so HAPPY you did!!!!
Patricia McCreary (Founder)
Optimally has truly lived up to their name! Our experience with Optimally has been outstanding. They have been professional and dedicated to making our partnership a success. They took the time to understand our needs and have delivered consistent high quality work. Their attention to detail is excellent and our results have exceeded our expectations. The entire Optimally team has been great at communicating with us and are always available for questions and updates. I highly recommend Optimally and look forward to continuing our relationship!
Dr. Chloe S.
