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Document Management and Workflow

for Predictable Days

We promise, efficient processes, high visibility, easy adoption and effortless compliance.

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W H Y   W O R K O P T I M A

Efficient Processes. Easy Adoption. Integration with your TMS

To grow and succeed, your organization needs modern and effective tools to manage your documents. Improve efficiency,

reduce costs and improve customer retention and responsiveness. 

WorkOptima is the ideal document management, workflow, and process automation solution for trucking, transport, and 3PL organizations. It streamlines operations and enhances efficiency. By digitizing and automating essential processes, WorkOptima reduces manual errors and saves valuable time, allowing businesses to focus on core activities. 

Its user-friendly interface integrates seamlessly with existing systems, enabling real-time tracking of documents and workflows, which enhances visibility and accountability across the supply chain. Moreover, the platform's customizable features cater specifically to the unique needs of the transport industry, empowering organizations to optimize their workflows, improve communication, and ultimately drive better customer satisfaction. With WorkOptima, businesses can navigate the complexities of logistics with confidence and agility.

W H Y   W O R K O P T I M A   F O R  D O C U M E N T   I M A G I N G   A N D   W O R K F L O W

Efficient Processing, Visibility & Easy Adoption

Modern tools reduce processing costs, enable easy adoption and are cost effective to own. 

Getting Work Done On Time Matters

Automated Document Capture: 

WIth WorkOptima you are able to scan documents and ingest them from your mobile apps quickly and automatically. This saves time compared to manual data entry or searching through physical files.


Faster Access to Information: 

With WorkOptima, your documents can be accessed instantly from anywhere, eliminating the time spent searching through physical archives or filing cabinets or needing to be located in the same office.


Workflow Automation: 

WorkOptima's Workflow allows you to automate business processes by routing documents to the right people at the right time, ensuring tasks are completed in a timely manner.

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Empower Everyone to Support Your Customers

Integration with your TMS: 

WorkOptima is fully integrated with TruckMate, TMW Suite and Innovative TMS systems plus many others.  


Remote Access: 

With WorkOptima all your documents are stored in a centralized system. Employees can access the information they need from anywhere, facilitating remote work.


Centralized Repository: 

All documents are stored in one place, making it easier for multiple users to access and work with the same documents, loads and customers simultaneously.

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You Work Hard for Your Money Why Waste?

Reduced Paper and Printing Costs: 

Electronic documents reduce the need for paper, ink, and physical storage. In todays world your documents are mostly already electronic, you need an efficient system to manage them.


Decreased Storage and Filing Costs: 

Instead of renting physical storage space or purchasing filing cabinets, companies can store vast amounts of data in digital form, which is more space-efficient and secure.

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Compliance is Not an Afterthought

Improved Security: 

Digital documents can be encrypted, password-protected, and access-controlled to ensure that only authorized personnel can view or edit sensitive information.


Audit Trails and Version Control: 

Workflow systems can track who viewed or modified a document and when, providing an audit trail that is useful for compliance with regulations or legal requirements.


Document Retention: 

Automated workflows can enforce document retention policies, ensuring that documents are stored for the required period and disposed of when no longer needed.

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Grow Your Business Not Your Costs

Handling Growing Volumes: 

As your businesses grows, the volume of documents also increases. With WorkOptima you are able to cost effectively scale to store and manage millions of documents without ever converning yourself with phyisical servers, hardware or infrastructure licenses. 


Adapting to Change: 

WorkOptima is highly configurable, allowing your businesses to cost effectively implement the workflows best suited to your needs while being adjustable as you grow and evolve. 

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Its About Adoption, Satisfaction and Productivity

Integrated with software you already use: 

WorkOptima has been designed to work in conjunction with your existing systems. This makes adoption easy and quick. The learning cycle is very short and many customers are live and running in just days!. 


Integrated with mobile devices you have:

WorkOptima works with all telematics providers such as Isaac, Samsara. Peoplenet, Vector, Transflo, FreightLogix, GrayBox, Eleos, D2link and others. Use what you already know.


Web based:

WorkOptima has been created as a web first solution. All the features and functions are neatly integrated into a single browser application. With nothing to manage your IT costs are way less.

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Select from pre-built industry solutions or create your own

All the design and development tools are included with WorkOptima. Learn to use them and take advantage of the product to create your own processes and document workflowflows, or engage with us and add pre-built solutions to your subscription such as Order Entry, Driver Settlements, Rate Confirmations, Accounts payables and Maintenance....plus many others.

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W H Y   W O R K O P T I M A   V E R S U S   O R   C O M P E T I T O R S

Modern. Integrated and Built for SaaS.

While WorkOptima and our competitors address similar business needs the approach is fundamentally different.  

All Tools Are in One Place & Complete

 WorkOptima Is a single application designed to manage all aspects of document management, automation and

workflow execution. It is provides a cohesive

toolset that empowers you to make changes and manage the system yourself. 


Cost of ownership is way less than our competitors.

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WorkOptima is licensed as an Application Not Modules

Scanning, Email integration, FTP support, Excellent OCR, Workflow and retrieval are all delivered in a single easy to use application. Nothing to install, Nothing to upgrade and nothing to manage from IT. This means all users can access all the features without any special setup. 


Less to manage means less costs to support.

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Works With Your TMS

WorkOptima is a 100% web based solution. We leverage industry standard API’s and recognize web security. No VPNs, Tunnels, local software or servers or anything special. 


It just works.


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Compliance is Not an Afterthought

Unlike our competitors all the features and functions are included in the license. You know when you buy the solution what you are getting and never need to worry that you forgot to buy some feature. It is way less expensive to grow and scale without continually adding unknown license costs.


Scale your business not your costs

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WorkOptima is a 100% web based saas solution. As we release new features and functions, these automatically become available to you on next use. There is no annual upgrade cycle, redeployment or upgrades required. Everything is always 100% current and up-to-date. 


With nothing to upgrade you are always current.

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Its About Adoption, Satisfaction and Productivity

WorkOptima as a truly hosted solution does not require you to buy servers, database licenses or operating systems. It certainly does not require that these be upgraded and maintained. Just open your browser and go. 


The cost of ownership is simply significantly less than any of our competitors. 

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WorkOptima being a saas solution bundles all support costs into the monthly subscription cost. 


With no extra costs, your cost of ownership is constant and predictable. 


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Enhance Existing Systems

Do more with your ERP / TMS / CRM

Support your business systems with better process flows. Add missing functionality without the need for huge and costly change. Automate where appropriate. 

Improve communication and collaboration among people inside and outside your office. 
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Easy Document Capture

Departments Supporting the Business

Administration, Human Resources, Accounting, Legal and Sales all benefit from orderly processes. Managing these areas for accuracy, efficiency and costs yield significant savings. 

Know that the work done to support the business is being done to the very highest standards. Empower the people in these departments to do a great job.
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Zero Desktop Support

Delivering Products and Services

The core business of making products and delivering services is process intensive. Manufacturing, Design, Distribution, Engineering, Customer Service and Operations all require robust processes. 

Allow your business to grow by helping your people to get their work done efficiently.
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Scalable and Powerful

Avoid liability and Needless Risk

Failure to follow all relevant laws, regulations and business rules could put you out of business. Process failure could most certainly poison, kill or harm your customers. 
 
Make sure that your products and services conform to agreed specifications. Know that your customers and investors who rely upon your products are safe to use them. 
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