Spend less time fighting your systems and more time on the mission.

Healthcare teams lose enormous time to administration: program and grant management, provider relationships and onboarding, research and survey operations, credentialing, and reporting, all spread across disconnected tools. We build the connected operating system that cuts the manual work, with governed access and compliance designed in. Trusted by Cordis and Alaska Native Tribal Health Consortium.

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Trusted by Fortune 500 marketing, creative, product, and operations teams

The administrative load is crushing the mission.

Healthcare teams lose enormous time to administration that has nothing to do with care, scattered across systems that were never designed to work together.

Program and grant data lives across Google Drive, Excel, and Smartsheet. Provider relationships and onboarding are tracked by hand. Research and survey data is re-entered across systems. Federal and funder reporting is assembled manually before every deadline, sensitive records get logged in tools never built for compliance, and Airtable itself often sprawls into many disconnected bases with no single source of truth.

We build the connected operating system around the operational work, with role-based access, audit trails, and compliance designed in. We connect operations around your clinical and records systems; we do not replace them. And because becoming AI-native starts with a clean foundation, the same connected data is what lets healthcare teams use AI safely, on governed data, rather than on scattered records nobody trusts.

Program and grant data spread across Google Drive, Excel, and Smartsheet

Provider relationships and onboarding tracked by hand

Research and survey data re-entered across systems

Federal and funder reporting assembled manually each cycle

Sensitive records logged in tools never built for compliance

Airtable base sprawl with no single source of truth

Administrative drag is the industry's largest hidden cost.

What independent research says about the operational burden, and the AI shift, in healthcare.

$265B

potential annual savings from administrative simplification in US healthcare

McKinsey / JAMA, 2021 · source

~11%

of healthcare spend goes to payer-provider administration, about $500B a year

Brookings, 2023 · source

80%

of healthcare leaders say disparate IT systems complicate their jobs

symplr, 2023 · source

2.2x

the rate at which healthcare is deploying AI versus the broader economy

Menlo Ventures, 2025 · source

Where are your operations today?

Every enterprise operates somewhere on this spectrum. We help you move to the next state, with the foundation to keep moving.

Most teams start here

Fragmented Operations

Disconnected tools. Manual reconciliation. Spreadsheet sprawl. Data lives in a dozen places and teams work around the system instead of with it. Every quarter feels harder than the last.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions

Where our clients live

Connected Systems

One operating system across teams. Clean data architecture. Workflows that match how the team actually works. Automation where it adds value. Reporting that reflects reality.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions

The AI decade

Intelligent Operations

Connected systems plus the AI layer that compounds them. Predictive signal that works because the data foundation is clean. It only works on top of Connected Systems. There is no shortcut.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions

AI transformation firms will sell you Intelligent Operations on top of Fragmented Operations. The result is faster chaos. We build the connected foundation that makes the next state possible.

Capabilities built for healthcare operations.

Connected, governed systems around the operational work, with access and compliance designed in. We connect operations; we do not replace your clinical systems.

1st Key Benefits Airtable Solutions By Optimize IS

Program, Grant & Case Operations

Program, grant, and case management connected end to end, so tracking, funder reporting, and renewals run on one system instead of a folder of spreadsheets.

2nd Key Benefits Airtable Solutions By Optimize IS

Provider & Stakeholder CRM

Manage provider and partner relationships, communications, onboarding, and outreach in one place, replacing manual tracking and disconnected inboxes.

3rd Key Benefits Airtable Solutions By Optimize IS

Research, Survey & Data Operations

Data collection, surveys, and reporting on one governed base, with the structure that research and federal reporting actually require.

4th Key Benefits Airtable Solutions By Optimize IS

Governance, Compliance & Access

Role-based access and audit trails built into the solution and architected to support HIPAA-aware and regulated environments. Access is configured into what we build, working with your compliance team.

5th Key Benefits Airtable Solutions By Optimize IS

Platform Migration & Consolidation

Smartsheet-to-Airtable migrations and base consolidation, turning scattered, fragile bases into one trustworthy source of truth.

5th Key Benefits Airtable Solutions By Optimize IS

AI Foundation & Forward-Deployed Engineering

Our forward-deployed AI engineers build the clean, governed data that makes AI safe and useful in healthcare. Model-agnostic, never locked to one provider.

Real engagements, the operational layer around care.

A few representative examples from our healthcare work, anonymized.

01

Health system project tracking

For a system spanning 11 hospitals and 100 clinics, we built a project tracker that automatically captures key dates and time-in-progress metrics, giving teams real-time visibility and cutting manual tracking errors.

02

HIPAA-aware clinical database

For a pediatric neuropsychology clinic, we built a HIPAA-aware Airtable system to securely log evaluations and test scores and generate reports, so clinicians manage data autonomously with fewer manual errors.

03

Global health grant and donor reporting

For a global health initiative, we built donation and grant management with multi-currency forecasting and clean reporting, improving accuracy and easing adoption.

04

Smartsheet migration for research ops

For a research organization, we migrated off Smartsheet with custom scripts and training, reducing manual tasks and improving data integrity and compliance.

Complex made simple.
Built to scale.

A dam looks simple from the outside. Inside, it converts turbulent force into something controlled and dependable. The complexity lives inside the system. What your team experiences is clarity.

01

Diagnose

We map the friction. Where workflows break, where data lives, where the team is working around the system instead of with it.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions
02

Design

We architect the connected system. The right tools, data structure, and ownership, mapped to how your team actually works.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions
03

Build

We build, integrate, and migrate. Airtable, AI, custom code, and your existing stack. Your team is involved at every step.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions
04

Run

We embed for ongoing operations. We document everything. You own the system. We are there when it needs to evolve.

View Solution
Increase Your Business Value
Streamline Operations for Profitability
Make Data-Driven Decisions

Real systems. Real outcomes. Real teams using them every day.

5 hrs to 30 min

manual workflows we have automated

60%

reduction in manual data entry, seen repeatedly

15+ hrs

given back per week, per team

250+

five-star client reviews

Healthcare and life sciences teams that cut the administrative drag.

Optimize has been an outstanding partner. They help us build quickly and effectively while keeping the structure clean and scalable behind the scenes. As our needs shift, they pivot in real time without slowing momentum. They think through downstream impact, pressure test ideas, and make the system stronger overall.
Melissa Shanahan Velocity Work

Kate Hughes

Cordis
Optimize was a pleasure to work with. They were organized, professional, and highly skilled, and patient with our team while upgrading us from what we had to what we have now.

Chelsea Wells

Alaska Native Tribal Health Consortium
I loved working with the team. They went above and beyond to help us out and to teach us how to use the tools that were built for us.

Melanie Aragon

Cordis
Over eight weeks we refined a clunky system into a streamlined, 99.99% automated workflow that looks great and is set up to process millions of dollars. My team can now focus on growing the business.

Cole Bremer

Remedy Testing

We are grateful for the success we’ve brought to our clients. They’ve been kind enough to share their experiences with you. Here is a small sample of the hundreds of testimonials and 5-star ratings we’ve received.

Why enterprises choose Optimize IS

Focused scale, not freelancers

135 certified implementers, more than five times the next largest competitor. Depth across every workflow your business runs.

The re-sourcing guarantee

If a resource is not the right match, we get ahead of it and fix it. You never have to fight for a resolution. Finding the right person is on us.

Embedded, not parachuted in

We embed on your team and hold the institutional knowledge of your systems long after launch, through turnover and new complexity.

Forward-deployed AI engineering

We embed senior AI engineers to build the operational foundation that makes AI investments actually deliver, instead of layering intelligence on broken operations. We stay model-agnostic, so your strategy is never tied to one provider.

What healthcare operations leaders ask before they engage.

How do you handle HIPAA and compliance?

We design for it. Role-based access and audit trails are built into the solution, and we architect to support HIPAA-aware and regulated environments, working directly with your compliance and security teams. We are not a SaaS; access and controls are configured into what we build, and we produce the documentation your posture requires.

Do you touch our clinical or records systems?

We connect operations around them; we do not replace your EHR or clinical systems. We build the operational layer, program and grant management, provider CRM, research operations, and integrate with the platforms you keep, so sensitive data stays where it belongs.

Will it integrate with our existing systems?

Yes. We build systems that work with what you already run through supported integrations, so information stops being re-entered by hand across disconnected tools.

Who owns and maintains the system, and what about staff turnover?

You own it. We document everything so institutional knowledge does not walk out the door when someone leaves, and the Embedded Partnership keeps senior operators available through audits and new requirements.

How is this different from hiring internally?

A hire brings one person's bandwidth and knowledge. We bring 135 certified implementers, document everything, and back every placement with the re-sourcing guarantee. Many organizations use us to build the foundation, then run it with a lean internal team.

How long does an engagement take?

Most teams start with a 3 to 4 week Operations Diagnostic that delivers a prioritized roadmap, then a phased build over 3 to 9 months. We migrate in stages and validate at each step so nothing critical breaks.

How do you make sure the new system actually gets adopted?

Change management is built into every engagement, not bolted on at the end. Our four-phase approach, Align, Design for Behavior, Enable, and Reinforce, defines the executive why, designs governance and role-based access in from the start, trains each team on its real workflows, and reinforces with adoption dashboards and 30, 60, and 90 day reviews. That is how engagements reach the outcomes leaders care about: around 90% active adoption, a roughly 75% drop in manual reporting, and the full retirement of shadow spreadsheets.

Ready to Optimize?

Don’t let inefficiency hold your business back. Join top industry leaders who’ve transformed their operations with Optimize IS. Our team of Airtable experts uses the latest tools to create systems that make a real difference in your day-to-day operations.