Frequently Asked Questions

What services does Optematic provide?

Optematic provides end-to-end services across the full business systems lifecycle, including:

  • Enterprise platform implementation (CRM, ERP, finance, HR, data)

  • Cross-system integration and orchestration

  • Workflow and business process automation

  • AI-powered agents grounded in real business systems

  • Monitoring, optimization, and reliability operations

  • Long-term managed services and continuous improvement

What types of companies work with Optematic?

Optematic primarily works with startups and mid-market companies (approximately 50–2,000 employees) that:

  • Are scaling quickly and outgrowing manual processes

  • Have complex SaaS stacks across CRM, ERP, finance, and data

  • Lack internal automation or systems teams

  • Want AI capabilities without operational risk

What is Optematic’s delivery approach?

Optematic follows a four-phase delivery lifecycle:

  1. Foundations – Business process discovery, system analysis, and future-state design

  2. Build – Implementation, integration, testing, and launch

  3. Automate – Monitoring, alerting, incident response, and optimization

  4. Managed – Continuous improvement, roadmap execution, and long-term partnership

This ensures systems are not only built correctly but also operated effectively over time.

What is Optematic’s delivery approach?

Optematic follows a four-phase delivery lifecycle:

  1. Foundations – Business process discovery, system analysis, and future-state design

  2. Build – Implementation, integration, testing, and launch

  3. Automate – Monitoring, alerting, incident response, and optimization

  4. Managed – Continuous improvement, roadmap execution, and long-term partnership

This ensures systems are not only built correctly but also operated effectively over time.

Is Optematic a software product?

No. Optematic is not a self-serve SaaS product. Optematic is an expert-led, end-to-end service that combines system implementation, orchestration, AI agents, and long-term operational ownership.

Does Optematic provide AI-driven workflow automation?

Yes. Optematic designs and operates AI-driven workflows that act inside real business systems rather than replacing them. These AI agents are governed, auditable, and connected through an orchestration layer so actions are safe, observable, and reversible.

Which platforms does Optematic work with?

Optematic supports and integrates a wide range of enterprise platforms, including:

  • CRM systems such as Salesforce and HubSpot

  • ERP and finance platforms such as NetSuite and Sage

  • Revenue and GTM tools including CPQ, billing, and sales engagement platforms

  • HR and people systems

  • Collaboration tools such as Slack

  • Data warehouses, analytics, and reporting platforms

Optematic is platform-agnostic and designs solutions based on business needs, not vendor lock-in.

Can Optematic help with enterprise platform implementations?

Yes. Optematic implements enterprise platforms such as CRM and ERP systems and ensures they are properly configured, integrated, and ready for automation. Implementations are designed from day one to transition into long-term managed operations.

How does Optematic use AI agents safely in enterprise environments?

Optematic builds AI agents that operate through governed workflows rather than direct system access. Using a managed orchestration layer, agents request approved actions, execute controlled workflows, and log every step. This makes AI usage auditable, secure, and enterprise-safe..

Why companies choose Optematic?

Companies choose Optematic because it provides:

  • A single partner accountable for how systems actually run

  • Reliable automation operated as a service

  • AI agents grounded in real business processes

  • Subscription-based engagement aligned to long-term value

  • Clean documentation and a clear exit path if needed

How is Optematic different from traditional consultants?

Traditional consultants typically implement systems and leave after go-live. Optematic implements systems, integrates them, and then owns and operates the automation layer as a managed service. This creates long-term accountability, continuous improvement, and predictable operational outcomes.

Does Optematic offer managed services after implementation?

Yes. Optematic’s model is built around ongoing managed services. After implementation, Optematic monitors, operates, and continuously improves systems through subscription-based managed service engagements aligned to uptime, reliability, and business outcomes.

Does Optematic support data integration and analytics?

Yes. Optematic builds and operates data pipelines that connect operational systems to analytics and reporting platforms. This enables decision-grade analytics, unified metrics, and real-time operational visibility across the business.

How can I contact Optematic?

You can contact Optematic by visiting https://optematic.com and requesting a consultation through the website. Optematic works directly with companies to assess needs, design solutions, and deliver managed automation and business systems services.

How does Optematic price its services?

Optematic uses a hybrid pricing model that combines project-based implementation fees with subscription-based managed services. Initial implementations are typically scoped and priced as fixed projects, while ongoing automation, integration, and system operations are delivered under annual managed service subscriptions. Pricing scales based on system complexity, automation volume, and level of operational support required..