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Make new technology part of how the work gets done.
AI and automation projects rarely fail in the build. They fail when people go back to the old way of working. We plan the change, train every role hands-on in your own environment, and measure adoption at 90 days.
The build is finished. Is anyone using it?
New features, same habits
Your platforms ship new AI features every quarter. Without a plan for the people who do the work, each one becomes another feature nobody uses.
Training that teaches the tool, not the job
Canned courses walk through features in a demo account. Users finish them still unsure how the tool fits their own workflow, approvals and exceptions.
Adoption nobody measures
Go-live gets celebrated. Ninety days later, no one knows who is using the solution, who has gone back to spreadsheets, or why.
Adoption is part of what we're accountable for
Optimum turns high-cost and high-risk processes into intelligent operations. We define the process, govern the decision, implement the right technology and stay accountable for adoption and performance. Change management and training are scoped into every build as their own workstream, never an optional add-on.
Change and training across the lifecycle
Before the build
Change readiness assessment, stakeholder map and role-by-role impact analysis
During the build
Change plan, communications, champion network and role-based training for the pilot group
At launch
Instructor-led training for every role, job aids and hypercare
After launch
Adoption measured at 30 and 90 days, refreshers, new-hire onboarding and training on new features
Change Management and Adoption
- Change readiness assessments and stakeholder mapping
- Role and process impact analysis
- Sponsor and leadership alignment
- Communication plans and content
- Champion and super-user networks
- Adoption design for field teams who work from a phone, not a desk
- Resistance management and feedback loops
- Adoption targets agreed before launch and measured at 30 and 90 days against the operating KPI
- Ongoing adoption support through Customer Success
Instructor-Led, Hands-On Training Built for You, Not Off the Shelf
Every Optimum training program is designed for one organization. Our instructors are the consultants who configure, integrate and support these platforms. They teach your people to do their own jobs in the tool, not to click through a generic demo.
- Live, instructor-led sessions on-site, virtual or hybrid
- Hands-on labs in your environment, with your configuration and your data
- Role-based tracks for end users, field teams, power users, administrators and executives
- Curriculum built around your processes, approvals and exceptions
- Train-the-trainer programs so your team can keep training after we leave
- Custom job aids, quick-reference guides and walkthroughs of your own setup
- Refreshers, new-hire onboarding and training when platforms release new features
- AI enablement: how to use Copilot, agents and built-in AI features within your governance rules
Canned training vs. Optimum training
Canned training
Optimum training
- Generic demo account
- Your environment, configuration and data
- Feature-by-feature walkthroughs
- Your workflows, approvals and exceptions
- Same course for every user
- Role-based tracks, from field crews to executives
- Pre-recorded and self-paced
- Live, instructor-led, with time for questions
- Tracks completion
- Measures adoption at 90 days
- Ends when the course ends
- Refreshers, new-hire onboarding and new-feature updates
Training on Every Platform We Implement and Support
We deliver on Microsoft, Smartsheet, ClickUp, ServiceNow and more, so training can cover how your systems work together, not only one tool.
Microsoft
Work management and PMO
Enterprise apps and service
Intelligent workplace
AI
AI agents built into your platforms
Adoption Designed for How Your Industry Works
Construction and data centers
Superintendents, project managers and foremen decide whether a solution survives. We interview field users before scope is fixed, design for mobile, remove duplicate entry and track adoption by job and trade.
Government and public sector
Training and documentation your agency can explain and sustain, built to survive staff turnover. Available through Texas DIR for supported platforms.
Manufacturing and industrial
Adopted on the shop floor, not only in the office.
Changing Platforms? Bring Your People With You.
Microsoft Project Online has retired, and many teams are rethinking platforms such as Airtable. Every Optimum migration includes a change plan and role-based training, so teams can work in Planner, Dynamics 365 Project Operations, Smartsheet or ClickUp from day one.
Project and PMO Consulting
Optimum has built PMO and work management solutions for more than a decade. Our certified project managers (PMP, Scrum Master, Lean Six Sigma) help organizations run every program on one delivery method, with reporting leadership can trust.
- PMO setup, assessments and maturity roadmaps
- One delivery method across every program, with portfolio reporting
- Project and portfolio platform selection and implementation on Microsoft, Smartsheet and ClickUp
- Program managers, project managers, business analysts and change leads through IT Staffing
Why Clients Choose Optimum for Adoption
- Process-led
- Practitioner instructors
- Neutral across platforms
- Accountable after go-live
- A team clients keep
Results Measured Around the Process
Transforming Internal Communications and Employee Engagement with Fresh Intranet
Transforming Internal Communications and Employee Engagement with Fresh Intranet
Standardizing Publications and Data Reporting Workflows for Higher Education Team with ClickUp
Standardizing Publications and Data Reporting Workflows for Higher Education Team with ClickUp
Boosting Daily Reporting Accuracy by 25% and Saving 30 Hours Weekly for a Construction Services Provider with Smartsheet
Boosting Daily Reporting Accuracy and Saving Time for a Construction Services Provider with Smartsheet
FAQ
Frequently Asked Questions
Is change management included in your projects?
Yes. Every build includes change management and role-based training as a separate workstream with its own deliverables.
Can we buy training on its own?
Yes. Training and enablement programs are scoped per cohort at a fixed fee, for a new platform, new AI features or new hires.
Is your training customized?
Always. We design each program around your configuration, your data, your workflows and each role. We do not resell canned courses.
Do you train on-site?
Yes. We deliver on-site, virtual or hybrid sessions, depending on where your teams work.
How do you measure adoption?
We agree adoption targets with you before launch, then measure usage and the operating KPI at 30 and 90 days.
Which process needs people to work differently?
Start with one workflow where a new system isn’t being used the way it should. We’ll assess readiness, design the change and train every role until the new way sticks.