AI Buyer Insights:

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

Optimal
Location
12701 Directors Dr,
Stafford, 77477, TX,
United States
Website
https://www.optimalmax.com/
Phone
1 800-778-4718
Artw industry
Distribution
Employee
Revenue

Optimal Technographics

Optimal Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Optimal and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55 Optimal employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Optimal has purchased the following applications: Microsoft Dynamics AX for ERP Financial in 2016, Microsoft 365 for Collaboration in 2016, Amazon SES for Transactional Email in 2012 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Optimal is running and its propensity to invest more and deepen its relationship with Microsoft , Google , Amazon Web Services (AWS) or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Optimal revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Optimal intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Optimal Tech Stack and Enterprise Applications

Optimal ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Dynamics AX ERP Financial ERP n/a 2016 2016
In 2016, Optimal deployed Microsoft Dynamics AX as its core ERP Financial application. The implementation targeted the finance organization of the Stafford, Texas distribution business, centering on Accounts Payable workflows that handle vouchers, invoice processing, vendor inquiries, check preparation, expense reimbursements, and monthly bank reconciliation. The Microsoft Dynamics AX configuration emphasized Accounts Payable modules, cash and disbursement accounting, accounts reconciliation reporting, and voucher lifecycle automation. System configuration captured invoice approval routing and payment processing controls, and supported periodic close activities and accounts analysis used by finance staff to maintain reconciliation status for cash accounts. Operational coverage remained focused on the corporate finance function and distribution accounting for the Stafford site, with day to day responsibilities flowing through AP clerks and finance managers. Integration points reflected the company context, including Microsoft Office interoperability for Excel based reporting and Outlook communications, and processes to import and reconcile bank statements for cash management. Governance and process changes documented in the deployment included standardized invoice handling procedures, approval interfaces between procurement and finance, and documented month end close tasks tied to Microsoft Dynamics AX ledgers. The narrative reflects Optimal Microsoft Dynamics AX ERP Financial implementation directed at tightening accounts payable control and operationalizing AP responsibilities described in staff job functions.
Optimal Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
In 2016 Optimal deployed Microsoft 365 as its primary Collaboration platform across the 55-employee distribution company. Microsoft 365 was positioned to support core business functions including communications, document management, and team coordination for operations and sales workflows. The implementation leveraged Microsoft 365 components such as Outlook for email, SharePoint for intranet and document libraries, OneDrive for user file sync, and Teams for real-time chat and meetings. Configuration work centered on mailbox and site provisioning, SharePoint site taxonomy and permissions, document versioning and retention settings, and basic information architecture suited to a single-entity deployment. Operational coverage extended across sales, operations, and administrative functions, and the Microsoft 365 footprint also supports content workflows surfaced on Optimal's website. Governance established centralized account administration and role based access controls with IT managing tenant configuration and user provisioning, and retention and sharing policies applied to support internal compliance and change control.
Collaboration Collaboration 2012 2012
Optimal PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Amazon Web Services (AWS) Legacy Amazon SES Transactional Email PaaS n/a 2012 2012
Optimal IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2015 2015
Content Delivery Network IaaS 2018 2018
Optimal CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Optimal

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Optimal Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Optimal IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Optimal digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Optimal Technographics
Optimal is a Distribution organization based in United States, with around 55 employees and annual revenues of $5.0 million.
Optimal operates a diverse technology stack with applications such as Microsoft Dynamics AX, Microsoft 365 and Amazon SES, covering areas like ERP Financial, Collaboration and Transactional Email.
Optimal has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Amazon Web Services (AWS).
Optimal recently adopted applications including Mimecast Email Security in 2019, Amazon CloudFront in 2018 and Microsoft Dynamics AX in 2016, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Optimal’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Optimal’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Optimal technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.