Build each process once. Fit it to every entity.
Start from a working process, not a blank canvas. Our team fits it to each entity, on the tools you already run. Customers see 45% fewer licenses and 96% fewer execution issues.
Fitted to you in the trial
Open one to see every stage, who does the work and the policies it sets.
Many more in the library
Tell us your process, and we will show you the closest Operating Pack.
Invoice exceptions
Claims triage
Vendor offboarding
Employee offboarding
User access review
Complaint handling
Works with what you already run
Each stage calls your systems by API where they have one, and your RPA where they don't. Nothing is replaced. These are examples from the three Operating Packs.
ERP and finance
S/4HANA- ECC
Dynamics 365- Group Reporting
HR and identity
- SuccessFactors
Entra ID
Client lifecycle and risk
- Your screening engine
- Your risk model
RPA you already run
Power Automate
One standard. Local differences only where law or systems require them.
Each entity, country or portfolio runs its own version. Every difference is approved and recorded, and the controls and the audit trail stay the same.
Stays the same everywhere
- The stages and hand-offs
- No agent acts where policy asks for a person
- Every step recorded on the case
Set per entity, country or portfolio
- Calendars, deadlines and SLAs
- Systems, thresholds and approvers
- Extra stages for local rules
One Operating Pack, a version per entity
Month-end close in three entities of one group.
Designed once
Stages, workers and approvals are set in the Operating Pack.
Fitted per entity
FR02 runs a local ERP with no interface, so RPA does there what an API does elsewhere. It also adds a local stage for French e-invoicing.
Exceptions with an owner
A case that doesn't fit gets a named owner, then rejoins the rail.
Where your processes differ, we close the gap with you
Inconsistent processes are normal. Our team and our partners map how each version runs and fit the Operating Pack to it.
Included in Enterprise. Our team fits the Operating Pack in the trial and the rollout, at no extra cost.
- Optomo team
Fits the Operating Pack
- A version per entity or country
- Stages connected to your systems
- Thresholds and approvers set as policy
- Partner
Aligns the process
- The process mapped as it runs today
- Which differences to keep
- The change led with the process owners
How an Operating Pack becomes your process
We connect it to your systems, then run real cases in the 5-week trial.
- 1
Map the systems
Each stage pointed at your systems.
- 2
Set the policy
Set once, inherited by every case.
- 3
Run it in the trial
Real cases, with a cost baseline by week 4.