Less paperwork, faster onboarding, people data you can trust.

Onboarding, the employee lifecycle, recruiting, cases, and training should not run on paperwork, inboxes, and disconnected systems. We design, build, and run the connected operating system behind people teams, so the manual work shrinks and the data is finally reliable. Built for HR and people operations leaders.

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

Your people team spends its day on paperwork, not people.

People operations carry a heavy manual load spread across systems that do not talk, so the team's time goes to administration instead of the work that matters.

Onboarding is mostly paperwork and chase. Employee data is spread across disconnected systems, so the same details are re-entered again and again. Recruiting and pipeline live in spreadsheets. Training and enablement are coordinated by hand. Cases and requests pile up in inboxes, and compliance evidence is assembled manually before every review. New hires sit waiting while the admin catches up.

We connect the people lifecycle on one operating system, so onboarding, employee data, recruiting, cases, and training share a single source of truth, with role-based access and a clear audit trail. That governed foundation is also what lets a people team use AI safely, on data it can trust, as HR moves to become AI-native.

Onboarding that is mostly paperwork and chase

Employee data spread across disconnected systems

Recruiting and pipeline tracked in spreadsheets

Training and enablement coordinated by hand

Cases and requests living in inboxes

Compliance evidence assembled manually

The administrative load on people teams is enormous.

What independent research says about where HR time and budget actually go.

40%

of onboarding is paperwork and manual admin; new hires sit idle 3 to 5 days

SHRM, 2018 · source

76%

of HR leaders say their onboarding fails to onboard new hires well

SHRM, 2018 · source

$4,100

average direct cost to onboard a single employee

SHRM · source

58%

of the workday lost to work about work, not people work

Asana, 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 built for people operations leaders.

One operating system across the employee lifecycle, mapped to how your people team actually works.

1st Key Benefits Airtable Solutions By Optimize IS

Onboarding & Lifecycle Operations

Onboarding, transfers, and offboarding as tracked workflows, so new hires are productive on day one instead of waiting on paperwork.

2nd Key Benefits Airtable Solutions By Optimize IS

Recruiting & Pipeline Ops

Pipeline, interviews, and approvals connected in one place, integrated with the systems your recruiters already use.

3rd Key Benefits Airtable Solutions By Optimize IS

Employee Data & Case Management

One source of truth for employee data and a structured queue for cases and requests, with role-based access and a clear audit trail.

4th Key Benefits Airtable Solutions By Optimize IS

Training & Enablement Operations

Plan, deliver, and track training and enablement across teams, so people ramp on the system instead of guessing.

5th Key Benefits Airtable Solutions By Optimize IS

AI Foundation & Forward-Deployed Engineering

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

5th Key Benefits Airtable Solutions By Optimize IS

Embedded Operations Partnership

Senior operators who hold the institutional knowledge of your people systems through reorganizations and growth.

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.

25%

faster onboarding onto one system

5 hrs to 30 min

manual workflows we have automated

15+ hrs

given back per week, per team

250+

five-star client reviews

People teams that traded paperwork for one connected system.

Absolutely thrilled with the experience. The professionalism, guidance, and support exceeded expectations. They tailored the process to our requirements and handled every step, from planning to onboarding, with care and clarity.
Melissa Shanahan Velocity Work

Mercedes Salaverri

Dale Carnegie
From my first conversations through to starting the project, everything was a pleasure. Being non-technical, I was consistently reassured, and the team was patient explaining complex concepts.

Will Boss

Boss Hired
Very professional, timely, and patient. It was great working with this team.

Shreya Gandotra

Autodesk
The project plan was precise, down to the most essential details, and our developer was excellent. We are already planning a Phase II.

Lorraine Martinez Hanley

St Andrew's

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 people operations leaders ask before they engage.

Will this integrate with our HRIS, ATS, and payroll?

Yes. We build systems that work with the HR systems you already run through supported integrations, so the operating system connects the lifecycle instead of becoming yet another place to re-enter data.

How do you handle employee data privacy and security?

Role-based access and audit trails are designed into the solution from day one, and sensitive data stays in the systems built to hold it. We work with your IT and compliance teams through their review process, and access is configured into what we build.

Can you handle onboarding, cases, and training in one system?

Yes. Onboarding, the employee lifecycle, case management, and training operations connect on one system, so status is always clear and nothing waits in an inbox.

Who owns and maintains the system after launch?

You do. We document everything and train your team. The Embedded Partnership keeps senior operators available through reorganizations and growth, sized to what you need, with the re-sourcing guarantee behind every placement.

How is this different from hiring more HR ops headcount?

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 teams use us to build the system, then run it with a lean internal team.

Can this be the foundation for AI in HR?

Yes. AI on scattered, sensitive people data is a risk, not an advantage. We build the clean, governed foundation first, then layer AI where it helps. We are forward-deployed AI engineers and stay model-agnostic, with no lock-in to a single provider.

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.