Process audit
Map current processes and find the biggest savings.
- Time study
- Error points
- Priorities
Solution · Business Transformation
Run the back office with fewer manual steps.
Invoices, onboarding, approvals, reconciliations and reports automated across your systems, with people in control of the decisions.
What you get
- Process audit
- Automations in production
- Hours saved, measured
The problem
Operations that don't scale with headcount.
Challenge
Every new customer or order adds manual work
What changes
Processes that scale without extra staff
Challenge
Errors creep in through re-typing
What changes
Data entered once and checked automatically
Challenge
Month-end takes over the first week
What changes
Reconciliation and reporting on autopilot
Challenge
Nobody can see where work is stuck
What changes
Dashboards for every process
How we solve it
What we automate.
Document processing
Read and validate invoices, POs and forms with AI.
- Extraction
- Validation
- Approval queue
Workflow automation
Move data and tasks between apps automatically.
- Triggers
- Approvals
- Notifications
System integration
Connect accounting, CRM, ERP and storage.
- Tally / Zoho Books
- CRM
- Drive
Reporting
Operational dashboards and scheduled reports.
- Dashboards
- Alerts
- Scheduled reports
Change management
Training and documentation for the new way of working.
- Training
- Runbooks
- Support
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
AI Transformation
A practical path to AI across teams.
Learn more →SolutionLegacy System Upgrades
Replace ageing systems in phases.
Learn more →CapabilityAI & Automation
AI agents, workflows and assistants.
Explore →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Which processes can be automated?
Most frequent, rule-based work: invoices, onboarding, order updates, reconciliations, approvals and reporting.
Will this work with our accounting software?
Usually yes, through APIs, exports or connectors. We confirm during the audit.
What about exceptions?
Exceptions go to a review queue so people handle the unusual cases.
How do we measure the benefit?
We record time and error rates before go-live and report the change monthly.
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
