Retail runs on a hundred moving parts. We connect the ones around your product.

Campaigns, vendor programs, store operations, and merchandising should not live in a dozen disconnected tools and a wall of spreadsheets. We design, build, and run the connected operating system that gives retail teams one source of truth for the work around the product, while your POS and inventory systems stay your systems of record. Trusted by Walmart and eBay.

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

The work around the product is scattered across a dozen tools.

Retail teams do not have a demand problem. They have a fragmentation problem. The work around the product, campaigns, vendors, stores, and merchandising, lives in tools that were never built to talk.

Campaigns and promotions are planned in decks. Vendor programs and purchase approvals live in email. Store operations and tasks run on separate systems. Merchandising and assortment plans get rebuilt every season. When a number is wrong, someone spends the afternoon reconciling it by hand instead of acting on it.

We are not replacing your POS or your inventory system of record, and Airtable is not built to run core inventory at multinational scale. We connect the operations around it, campaigns, vendors, store ops, and merchandising, on one system with a clean data foundation, so teams spend their time selling. That foundation is also what lets a retailer use AI on trustworthy data as the industry goes AI-native.

Promotions and campaigns planned in decks no one can roll up

Vendor programs and approvals tracked in email and Excel

Store operations and tasks on separate systems

Merchandising and assortment plans rebuilt each season

Reporting stitched together by hand

No shared view of the work across teams and channels

Fragmented retail operations carry a measurable cost.

The data behind the channel and coordination gaps we are brought in to close.

10-15%

cost savings from de-siloing end to end, vs 5-10% for point fixes

McKinsey, 2024 · source

84%

of shoppers begin online, yet 16% of retailers still run channels separately

Manhattan Associates, 2023 · source

89%

of retailers are using or piloting AI; 97% plan to increase AI spend

NVIDIA, 2025 · source

$1.77T

lost to inventory distortion across retail, a symptom of disconnected planning and data

IHL Group, 2023 · 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 for the work around your product.

One operating system across campaigns, vendors, stores, and merchandising, complementing the POS and inventory systems you already run.

1st Key Benefits Airtable Solutions By Optimize IS

Operational Systems Architecture

One connected system and a single source of truth for the work around the product, instead of a tool per team and channel.

2nd Key Benefits Airtable Solutions By Optimize IS

Campaign & Promotion Operations

Plan, route, approve, and report on promotions and campaigns across channels without rebuilding the roll-up by hand.

3rd Key Benefits Airtable Solutions By Optimize IS

Vendor & Merchandising Programs

Vendor scorecards, purchase approvals, and assortment planning in one place, so the program your team runs is current and shared.

4th Key Benefits Airtable Solutions By Optimize IS

Store & Field Operations

Store tasks, rollouts, and communications connected, so headquarters and the field work from the same playbook.

5th Key Benefits Airtable Solutions By Optimize IS

Platform Migration & Consolidation

Spreadsheet sprawl and point tools consolidated into one system, integrated with the POS, ERP, and e-commerce stack you keep. We complement those systems, not replace them.

5th Key Benefits Airtable Solutions By Optimize IS

AI Foundation & Forward-Deployed Engineering

Our forward-deployed AI engineers build the clean operations data that makes AI deliver. Model-agnostic, never locked to one provider.

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

15+ hrs

given back per week, per team

dozens

of enterprise platform migrations executed

250+

five-star client reviews

Commerce teams that connected the work around the product.

The Optimize team executed an incomparable sprint, essentially re-building our Airtable base. They worked tirelessly to translate our business requirements into a workable solution. Their efforts ensured we met a critical deadline and delivered a working product, with options to grow.
Melissa Shanahan Velocity Work

Michelle Belaire

Walmart
They delivered two days of engaging training on a very quick timeline and received a 100% cSAT score from the attendees. The outcomes and engagement went beyond expectations.

Jason Shannon

eBay
Could not be happier with the build. They took a pain point and seamlessly turned it into a beautiful and reliable data set.

Nick Maxfield

Cabu
We had no idea just how transformative the partnership would be. They are absolute geniuses with all things Airtable and data management. Exactly what our team needed.

Robin deMackiewicz

Ribbit Digital
Great working with Optimize IS, and I would highly recommend the team. We started with a small project and kept going from there.

Tony Bass

Grand Aire

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 retail and commerce leaders ask before they engage.

Will this replace our POS or inventory system?

No. Those stay your systems of record, and Airtable is not built to run core inventory at multinational scale. We connect the operations around them, campaigns, vendors, store ops, and merchandising, and integrate with your POS and ERP so everything shares one source of truth for the work around the product.

Will it connect to our POS, ERP, and e-commerce platform?

Yes. We build systems that work with the stack you already run, including your POS, ERP, and commerce platforms, through supported integrations rather than brittle scripts.

Can you deliver before peak season, and will it hold up?

Yes. We scope to your calendar, build in phases, and validate against live operations before cutover. Walmart engaged us for an incomparable sprint that met a critical deadline. We plan around freeze windows so nothing ships into the middle of peak.

How do you handle security, permissions, and customer data?

Access is role-based with an audit trail built into the solution. We work with your IT and security teams, and payment and customer data stay in the systems built to hold them rather than being copied into spreadsheets.

Who owns and maintains the system after launch?

You do. We document everything, train your team, and hand over a system you control. Ongoing support through the Embedded Partnership is there for peak seasons and resets, sized to what you need.

How is this different from hiring an internal ops team?

A hire brings one person's bandwidth and knowledge. We bring 135 certified implementers, document everything, and back it with the re-sourcing guarantee. Many retailers use us to build, then run lean internally.

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.