Why Optimize?
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Optimize Advisory Services
Unlock Your Business's Full Potential
Empowering organizations to thrive through operational efficiency and strategic clarity. We help you engineer longterm success, diagnose and improve organizational health, and fix complex/broken processes—saving you significant time and money while eliminating existential risks.
The Hidden Costs of Inefficiency
$3T
Annual Loss
U.S. businesses lose an estimated $3 trillion annually to inefficiencies that could be prevented.
30%
Strategy Execution
Only 30% of strategies are effectively executed in most organizations, wasting planning efforts.
50%
Project Failure
Half of all business projects fail due to poor planning or process issues that could be avoided.
These statistics represent enormous opportunities for improvement. Recognize the warning signs. Rising costs, complex and opaque processes, decreasing employee morale, unclear strategic direction, and stagnant growth will hold your business back from achieving its potential.
Why Partner With A Boutique Firm Like Optimize?
1
Cost-Effective Excellence
We charge 3-4x less than larger consulting firms. How? We take our own advice, resulting in a lean operating model which means lower costs and overhead - and we pass that savings onto our clients.
2
Tailored Solutions
As a boutique firm, we maintain a selective client roster, allowing us to build deeper relationships and develop truly customized solutions for your unique challenges.
3
Dynamic Expertise
Our consultants average 13+ years of experience across diverse disciplines including law, finance, education, and healthcare, bringing invaluable insights to every engagement.
4
Client-First Approach
Your satisfaction is our ultimate measure of success. Regular updates, clear milestones, and help implementing recommendations - we'll deliver measurable results that exceed expectations.
Organizational Assessments
Give your organization a wellness check (and actionable recommendations)
Conduct an organizational assessment and you’re guaranteed to identify systemic gaps, inefficiencies, risks, and and cost-saving opportunities hidden within your business.
Comprehensive Analysis
Detailed review of structure, workflows, culture, and resource allocation to identify optimization opportunities.
Detailed Findings
Receive specific and actionable recommendations for the implementation of recommended changes.
An objective perspective: We discovered $800k in annual savings and reduced cycle times by 80% for a business unit - simply by questioning assumptions, identifying latent opportunities, and re-thinking resource allocation.
High-Impact Strategic Planning
Leverage data to formulate and transform your vision into actionable, measurable business objectives with our facilitated strategic planning workshops.
Vision + Mission Clarification
Define where you want to go and why it matters to your organization.
Goal Alignment
Establish clear strategic goals with measurable objectives and KPIs that align teams and resources.
Action Planning
Create detailed roadmaps for implementation, ensuring execution via ownership and accountability.
Case Study: Our client wanted a completely refreshed, nuts-to-bolts, strategic plan (including values, vision, mission, goals, SMART objectives, and KPIs). Most importantly - the process had to include organization-wide input. So we developed an approach leveraging anonymous surveys and critical focus groups that engaged several hundred employees.
The result? Employees experienced a renewed sense of purpose, immediate buy-in, and morale skyrocketed. Additionally, the organization saved several million dollars by avoiding costly new hires because it refocused resources solely on value-adding initiatives identified in the refined strategic plan.
Streamline and Fix Operational Bottlenecks

Success Metric: Our clients typically see at least 10-20% cost reduction per optimized process and cycle time improvements of up to 40%.
Complex Systems/Process Improvement
Our certified Lean Six Sigma Black Belt consultants will help your organization drill down on specific processes to add transparency, eradicate waste, reduce errors, and optimize workflows.
  • Data-driven approach uncovers the root causes of inefficiency
  • Eliminate information silos between departments
  • Detailed current/future state process mapping including processing time for each step
  • Facilitated Kaizen (rapid ideation and improvement) workshops with key stakeholders
  • Implementation plans with accountability frameworks
Proven Impact: Client Success Stories
Org Structure Review: Top Business School
Assessed the efficacy of a matrixed reporting structure and identified specific processes for targeted improvement. We provided actionable recommendations leading to significant operational gains via delegation of authority, re-alignment of resources/expectations, and streamlining of complex processes.
Detailed Process Mapping: Shipping Facility
Process-mapped a mail receiving/processing center for a client with 40,000+ employees, identifying opportunities for significant cost/time savings by collecting average processing times for each step, identifying bottlenecking, unnecessary movement of items, and over-processing of items.
Streamlining Onboarding: IT Division
Reduced onboarding time by 50%, significantly cutting administrative costs, reducing new-hire ramp-up periods, and establishing clear SOPs for future use.
Risk Assessment Org Review: Compliance
Worked across business units to ensure compliance with federal regulations, identifying and removing risks that posed existential reputational and financial harm.
Ready To Optimize Your Business?
Begin your journey to operational efficiency, strategic clarity, and increased profitability today. Discover your organization's hidden cost-saving potential with our proven methodologies.
1
Schedule Consultation
Book a complimentary 60-minute discovery call.
2
Receive Proposal
Get a customized proposal designed specifically for your business challenges including milestones and deliverables.
3
Implement & Save
Execute proven strategies that will remove obstacles and allow you to optimize your business's potential and profits.