When Optima came to us, they weren’t looking for a flashy, big-bang transformation. They just wanted their operations to work smoothly, clearly, and efficiently.
As a growing healthcare organization, their teams were struggling with fragmented processes. Too many systems. Too many manual steps. Too little visibility. Decisions that should have been simple often got stuck in email chains or delayed because the data they needed was scattered. And as the company grew, these small frustrations were starting to add up.
Optima knew a quick fix wasn’t enough. They wanted a solid foundation for sustainable growth, and that’s where we stepped in.
The Turning Point
Early on, it became clear that the problems weren’t about effort, they were about structure.
Different facilities handled procurement their own way. Finance teams spent hours hunting for information that should have been right at their fingertips. Inventory wasn’t always consistent. And because systems weren’t integrated, people relied on manual workarounds that slowed everything down.
The silver lining? Optima didn’t see these challenges as failures, they saw them as opportunities. And that mindset set the stage for real change.
Launching Project Optimize
We worked with Optima to design Project Optimize, a transformation focused on three key goals: reduce costs, simplify operations, and strengthen governance.
1. Making Costs Make Sense
We started with the obvious question: where was the money going?
By consolidating suppliers, standardizing contracts, and reducing low-value transactions, Optima gained clarity, and real savings:
- $1.7M saved across medical supplies, credit card fees, and facilities.
- Stronger relationships with suppliers.
- Smoother, more predictable procurement cycles.
This wasn’t just accounting, it was about creating control, transparency, and confidence.
2. Streamlining Daily Operations
Next, we looked at how people actually worked.
Redesigning the procure-to-pay process, cutting unnecessary approvals, and tightening financial controls made operations easier and faster for everyone.
We also connected the right technology tools, UiPath, FloQast, Raindrop P2P, Asana, Sage Intacct ERP, so data flowed naturally, instead of getting stuck in silos. Inventory became easier to manage, spending was more visible, and supply shortages dropped.
A standout result? The financial close went from 7 days down to 3–5.
3. Strengthening Governance
Finally, we focused on clarity and accountability.
Better contract management, clear policies, defined roles and responsibilities, and centralized oversight gave teams guidance without creating unnecessary restrictions. Governance became a tool for confidence and alignment, not a source of frustration.
The Impact
The numbers tell part of the story:
- $1.7M saved.
- 50% reduction in facility costs.
- 40% faster financial close.
But the bigger impact was cultural. Teams who used to feel overwhelmed now felt empowered. Leaders gained visibility and control. Optima moved from reacting to problems to managing operations proactively.
A Partnership That Delivers
This project wasn’t just about fixing processes, it was about building a foundation for the future.
Optima’s leadership brought commitment and openness to change, and together, we created something that works today, and will continue to work tomorrow. Now, the organization is more efficient, more aligned, and ready for sustainable growth.
About Anqora Consulting
Anqora Consulting helps organizations optimize finance, procurement, and technology operations to achieve scalable growth. By combining strategic insight with execution expertise, we partner with clients to deliver measurable results and lasting value.