Use-case discovery
Workshops across teams to find and rank AI opportunities.
- Process review
- Effort vs value
- Shortlist
Solution · Business Transformation
AI adoption that starts with one result, not a strategy deck.
Find the workflows where AI saves real time, prove it on one, then roll it out across teams with the right guardrails.
What you get
- Ranked use-case list
- A working pilot
- Rollout and governance plan
The problem
Everyone wants AI. Few know where to begin.
Challenge
Teams experiment with AI tools on their own
What changes
A shared approach with approved tools and rules
Challenge
Pilots never make it into daily work
What changes
Pilots designed to go live, with owners and metrics
Challenge
Leadership can't see the return
What changes
Time saved and accuracy measured from day one
Challenge
Concerns about data and mistakes stall progress
What changes
Clear data policies and human approval steps
How we solve it
Our approach to AI transformation.
Pilot build
Automate one high-value workflow end to end.
- AI agent or workflow
- Approvals
- Metrics
Integration
Connect AI to the systems your teams already use.
- CRM / ERP
- Workspace / Zoho
- Data access
Governance
Policies for tools, data and human review.
- Usage policy
- Data rules
- Review process
Training
Help each team use AI well in their own work.
- Role-based sessions
- Prompt playbooks
- Champions
Scale-up roadmap
Roll out the next workflows in order of value.
- Roadmap
- Budget
- Quarterly review
How we deliver
A clear process, with something to see at every step.
01
Diagnose
Workshops and a review of your data, tools and team.
You getFindings and priorities
02
Design
The target process, systems and success metrics.
You getSolution blueprint
03
Build
Implementation in phases, starting with the biggest win.
You getWorking releases
04
Roll out
Training, go-live and handover to your team.
You getLive solution
05
Improve
Measure against the agreed metrics and refine.
You getMonthly review
Ways to work with us
Pick the model that fits your stage.
Every engagement starts with a free discovery call. We recommend a model once we understand your scope.
Defined scope
A fixed scope, timeline and set of deliverables, agreed before work starts.
Best forNew builds, migrations and launches with clear requirements
Discuss your scope →Your extended team
Optimantix specialists work inside your roadmap, rituals and tools, month to month.
Best forOngoing product work and teams that need extra capacity
Discuss a team →Run and improve
We operate, monitor and improve what is live, with regular reporting.
Best forLive systems, infrastructure and growth programs after launch
Discuss support →Related solutions
One team, so nothing gets lost in the handoff.
Solution
Back-office Automation
Automate invoices, onboarding and reporting.
Learn more →CapabilityAI & Automation
AI agents, workflows and assistants.
Explore →SolutionCRM & WhatsApp Automation
Automated lead capture and follow-up.
Learn more →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Where should a mid-sized company start with AI?
With one frequent, rule-based workflow that costs hours every week. Prove the value there before expanding.
Do we need a data science team?
No. Most business AI uses existing models connected to your tools; we handle the engineering.
How do we keep our data safe?
We set clear rules on which data goes where, use providers that don't train on your data, and log every action.
How long does a pilot take?
A focused pilot typically goes live within weeks.
Start a conversation
Tell us about the problem you want to solve.
We'll connect you with the right Optimantix team.
1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
