FEATURES

All the Features You Need, All in One Place

Save Time Avoid Waste

With our platform, you’ll improve efficiency and save time when you most need it, while serving your customers.
Formal knowledge transfer with standard processes

Enhance Existing Systems, Integrate

With an ability to add both custom and generic action items, Work Optima is infinitely customizable and expandable. Build whatever integration you need, so you can get on with other things.
Consolidate spreadsheets for accuracy

Escalations and Notifications

Have the system do the tracking, following, notifying and enforcing the rules and service levels you define to ensure that all tasks get completed on time all the time.
Easy to configure by the business users

Formal Knowledge Transfer

Every process is self documented. Simply follow the prescribed steps to make sure everyone completes the work correctly.
Formal knowledge transfer with standard processes

Consolidate Loose Spreadsheets

Users need one cohesive system, without overlap to get their work done. Stop working in loose spreadsheets, old databases and disconnected systems. 
Consolidate spreadsheets for accuracy

Business Configurable

Finally a solution that the business can own and configure and manage. Simply and easily. Be in control from day one to achieve your objectives. Or start with one of our templates to ensure quick results.
Easy to configure by the business users

Document Imaging

Complete document imaging solution. Scan and store all the required paperwork to support your business needs.
Built in Document imaging

Electronic Forms

Build forms to capture and display data. Enforce completeness and get the required information when needed.
Built in electronic forms

Workflow and Tracking

Know where all tasks are at all times. Who is responsible, what still needs to be done and when it is going to be completed.
Built in Workflow and tracking

Enhance Existing Systems

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. 
Enhance existing systems with easy integration

Know Where to Apply Your Efforts

Know when a process requires attention. Get ahead of problems and service levels before they run late.
Know where to apply efforts based in service levels

Guided Process Flows

Follow the process to get the work done correctly and consistently. Know that best practices are being followed. Know with certainty that your products and services are safe for your customers to use. 
Follow processes for standardization and business at scale
W O R K  O P T I M A

With our Services, You Are Not Alone

Save Time

We can configure, test and validate the solution for you. Get started doing your work sooner.

Easy to Edit

You are always in control. Users with appropriate permissions can continue to refine the process.

Friendly Support

Our support team is here to ensure that things runs smoothly. You’ll always find the help you need. 

Grow your business

We will help you to stay focused on results. Engage our team to help you document and define best processes.
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