AI Governance, AI Agents & Managed AI Services | Optimum
Move AI from initiative to intelligent operations.
We assess, build and run AI across the platforms you already use, so it’s governed, adopted and paying back.
Book an AI Readiness Assessment
Texas DIR & Purchasing Vehicles
Your platforms already have AI. Your business still needs a plan.
Agents everywhere
Microsoft, Smartsheet, ServiceNow and ClickUp each ship their own, governed only inside their own walls.
Pilots that stall
Promising pilots rarely reach the people who would use them every day.
No one view
Nobody is tracking what's running, who owns it, or what it costs.
Three steps to intelligent operations
Start at whichever step you’re on. Every build includes governance, change management and training.
01
Assess & Govern
Know what you have. Decide what's worth building.
- AI Readiness Assessment
- Process Intelligence Assessment
- Data & AI Readiness Assessment
- AI Governance & Compliance
- Platform Migration Assessment
- Change Management & Training
02
Build & Automate
Configure what your platforms ship. Build only what they won't.
- AI Agents & Automation
- Enterprise AI Agent Governance
- Work Management & PMO
- Data & Analytics
- Intelligent Workplaces
- App Modernization
03
Operate & Improve
Keep it reliable, adopted and worth the investment.
- Managed AI Operations
- Customer Success & Adoption
- Change Management & Training
- License Management & Renewals
- IT Staffing
Enterprise AI Agent Governance
See your AI. Control what it can reach. Prove it's working.
One clear view of the AI running across your business, starting with Smartsheet and Microsoft, inside your own tenant.
Assess
AI Readiness Assessment: Three to five weeks, fixed fee.
Control
Identity, data protection and logging on the Microsoft security stack you already own.
Assure
Managed AI Operations, with evidence for SB 1964, TRAIGA and the NIST AI RMF.
Book an AI Readiness Assessment
Data Center Program Control
Schedule certainty for data center builders
Long-lead equipment tracking, commissioning turnover and submittal triage, built inside Procore, Autodesk Construction Cloud and Smartsheet. Start with a four-week Rapid Start on one program.
Industry knowledge changes what gets built
Generic automation misses the exceptions that matter in your workflows. We bring the technology and the industry know-how.
Construction and Engineering
Protect the schedule by improving the processes behind it
Long-lead equipment, commissioning, preconstruction and project controls.
Explore Construction and Engineering
Government and Public Sector
Improve service delivery with automation your agency can explain
Governed, explainable AI aligned to SB 1964, TRAIGA and NIST.
Manufacturing and Industrial
Automate the exceptions, not just the routine
Quality, maintenance and supplier workflows, adopted on the shop floor.
Healthcare and Life Sciences
Automation that survives validation
Documented AI for regulated workflows, with change control auditors can follow.
Platform Migration
Is your project or work management platform still the right fit?
Microsoft Project Online has retired. Other organizations are rethinking their platforms because of changing costs, capabilities or ownership, including teams on Airtable.
Optimum assesses your processes, integrations, licensing and portfolio before recommending a destination, whether Microsoft Planner, Dynamics 365 Project Operations, Smartsheet or ClickUp, then delivers the migration, adoption and operating plan.
The right platform for your business, backed by trusted partnerships.
Neutral across every platform
Why Optimum
Technology decisions grounded in how your business works
Process-led recommendations.
We begin with the workflow, operating problem and measurable outcome.
Neutral across platforms.
We deliver on Microsoft, Smartsheet, ClickUp, ServiceNow and more, so we recommend what fits rather than what we resell.
Accountability after deployment.
We remain involved through adoption, governance, monitoring and continued improvement.
A certified team clients keep.
Certified, seasoned AI and governance consultants, with 95% client retention.
Our Work
Results measured around the process.
Explore how Optimum helps organizations modernize workflows, connect systems and make technology work in real operating environments.
Ensuring a Seamless ERP Migration to the Cloud for Secure Document Management](/content/case-studies/ensuring-seamless-erp-migration-to-cloud-secure-document-management/index.html)
Enhancing Portfolio Reporting and Improving Resource Allocation by 20% for Higher Education District](/content/case-studies/enhancing-portfolio-reporting-and-improving-resource-allocation-for-higher-education/index.html)
Reducing Errors by 95% and Boosting Efficiency by Streamlining Acquisition Management for Oil & Gas Company](/content/case-studies/reducing-errors-and-boosting-efficacy-acquisition-management-for-oil-and-gas-company/index.html)
Transforming Internal Communications and Employee Engagement with Fresh Intranet](/content/case-studies/transforming-internal-communications-and-employee-engagement-with-fresh-intranet/index.html)