01OPERATIONS
Intelligent automation
We connect your tools and automate the tasks slowing your teams down—from data entry to customer follow-up.
↗More time returned to teams
OptimizIT AI practice · Canada
Understand. Decide.
Act.
We connect what your organization knows to what it should do next: answer from trusted sources, handle every request, and automate the next action.
INTELLIGENCE BUILT TO BE
RELIABLEverifiable sources
HUMANlimits + escalation
ADAPTEDto your processes
/ WHAT WE BUILD
Less friction.
More impact.
No gadgets. Every agent targets a clear business metric: time saved, costs reduced, or revenue created.
02SALES
AI sales agents
Agents that qualify, respond, and prepare follow-ups according to your rules, while your team remains in control.
↗Leads handled consistently
03KNOWLEDGE
Private business assistants
A secure copilot that understands your procedures, products, and documents to provide a source-backed answer quickly.
↗Expertise easier to access
/ THE REAL CHALLENGE
Your team does not lack ideas.
It lacks time.
TIME
Repetitive work pulls teams away from service, analysis, and higher-value decisions.
BEFOREREPETITIVE
AFTERAUTOMATED
/ OPTIMIZIT AI SOLUTIONS
Knowledge.
Then action.
Two complementary products with standalone value: Refeo turns knowledge into verifiable answers, while PRS turns requests into structured follow-up.
KNOWLEDGE PRODUCTVERIFIABLE SOURCES
Refeo
Knowledge at work.An OptimizIT AI solution.
Turns approved documents into verifiable answers, shows the source, and identifies when a human expert is needed.
- Authorized, traceable sources
- Knowledge available in the flow of work
- Clear limits and human escalation
EXECUTION PRODUCTSTRUCTURED FOLLOW-UP
PRS
From request to revenue.An OptimizIT AI solution.
Turns phone, text, email, and Web requests into structured opportunities connected to the business system and the next action.
- Multichannel intake
- Clear owner and follow-up cadence
- Won, lost, or transferred outcomes
/ BUILT FOR THE REAL WORLD
Agents connected to
your real systems.
Our ERP, finance, integration, and regulated-environment experience lets us go beyond the demo and deliver governed AI that works in the organization.
Oracle + JDEKyriba + financeMicrosoft 365APIs + dataAzure + privateSOX + security
Need ERP architecture or enterprise integration? Discover OptimizIT Canada ↗
/ A PRACTICAL METHOD
From idea to impact
in four steps.
- 01
Diagnose
Your processes, friction points, and return opportunities.
DISCOVERY - 02
Prioritize
A feasible use case with measurable value.
SCOPING - 03
Build
A prototype integrated with your tools and tested with your team.
PILOT - 04
Optimize
Measurement, governance, and continuous improvement.
ONGOING
OptimizIT connects what your organization knows to what it should do next.
— THE OPTIMIZIT PROMISE
/ FREQUENTLY ASKED QUESTIONS
You are probably
wondering...
01Where should we start with AI in our organization?+
We start with a focused discovery. We identify repetitive tasks, time losses, and revenue opportunities, then prioritize a first project with measurable impact.
02How long does it take to launch a solution?+
Timing depends on the systems, data, and controls involved. We first scope a limited pilot, then deliver it in phases with measurable success criteria.
03Can your agents connect to our current systems?+
Yes. We design around your ecosystem: ERP, CRM, Microsoft 365, databases, APIs, financial tools, and internal documents.
04Does our data remain confidential?+
Security, access, and governance are built in from the start. We limit the data shared and favour private architectures when the context requires it.
/ YOUR NEXT STEP
Which process is
costing you too much?
In 30 minutes, we identify your best AI opportunity and you leave with a concrete next step.
- ✓ No jargon or generic presentation
- ✓ Priorities adapted to your reality
- ✓ No commitment