Welcome to OptImEx, the art and science of Optimal Implementation Excellence. We are expanding with strategic partnerships in the US, Bermuda, India, and the Philippines. Currently seeking/evaluating potential partners in Singapore and Australia.

>	Multinational/Medium/Large Enterprise
Business IT Diagnostics; CRM Strategy; Data Integration/BI/Advanced Analytics; CX Journey Mapping; Process Reengineering; Operational Excellence; Global BPO/Vendor Management; Contact Center Implementation

>	Small Business and Startups
Business Planning and Strategy; IT Evaluation; Competition and Market Analysis; Product Positioning; Funding; P&L Management; Taxation 

>	Personal Diversification
Practical Financial Education; Risk and Returns Analysis: Avoiding ‘Scam’; Investing in Philippine Enterprises; Expat Taxation and IRS Audit Representation

>	Stewardship Keynote
Bible-based thought leadership and mentoring; Lifestyle Finance© a workshop on the principles and practices of biblical stewardship

>	Certifications / Membership / Practices / Standards

Lean/SixSigma Quality: asq.org
Process Improvement: cmmiinstitute.com
Contact Center: copc.com
Information Security: ISO.org 27000
Project Management: pmi.org
Financial Management: cfainstitute.org
Actuarial: actuaries.org.uk
Revenue Integrity: nahri.org
Health Information Management: ahima.org
Healthcare Finance: hfma.org (CHFP in process)
Actuarial: actuaries.org.uk
ITIL: axelos.com
Scrum/Agile: scrumalliance.org
Enrolled Agent: irs.gov

OptImEx Consulting

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OptImEx Consulting

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Teams

Offices

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