Lawrenceville, 8648, NJ,
United States
Optima Global Solutions
Optima Global Solutions, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Optima Global Solutions collaboration with software players such as Optima Global Solutions, Tungsten Automation and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Optima Global Solutions | Tungsten Automation | Tungsten TotalAgility (formerly Kofax TotalAgility) | Intelligent Document Processing | Content Management |
| Optima Global Solutions | Optima Global Solutions | Optima AranscendAP | AP Automation | ERP Financial Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Pet Partners | Non Profit | 200 | $17M | United States | Optima Global Solutions | Optima AranscendAP | AP Automation | 2021 |
In 2021, Pet Partners implemented Optima AranscendAP to automate accounts payable workflows, deploying the solution for AP Automation across its acquisition-driven network of veterinary hospitals in the United States. Optima Global Solutions delivered the implementation and the project focused on centralizing invoice processing to support the finance organization responsible for accounts payable operations.
The deployment of Optima AranscendAP used Kofax TotalAgility as the underlying platform and configured core modules for invoice capture, automated data extraction, general ledger posting, and approval workflow orchestration. Configuration emphasized automated invoice routing and exception handling to reduce manual touch points while preserving role-based approval controls for multi-site invoice review.
Integrations in the implementation centered on the Kofax TotalAgility platform as the processing engine supporting Optima AranscendAP, with processing workflows running across U.S. hospital sites and the central finance team. Operational scope covered accounts payable processing across the acquisition-driven hospital network and consolidated invoice intake to a centralized AP stream supporting approximately 6,000 invoices per month.
Governance and rollout standardized approval workflows and operational controls to enable scale without proportional headcount increases, while reducing manual data entry and shortening invoice cycle times. Optima AranscendAP provided the AP Automation capabilities that allowed Pet Partners finance to centralize processing and enforce consistent GL posting and approval policies across sites.
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Pet Partners | Non Profit | 200 | $17M | United States | Tungsten Automation | Tungsten TotalAgility (formerly Kofax TotalAgility) | Intelligent Document Processing | 2016 |
In 2016 Pet Partners implemented Tungsten TotalAgility, formerly Kofax TotalAgility, categorized as Intelligent Document Processing and engaged Optima Global Solutions to reengineer accounts payable processes. The initiative targeted a distributed network of roughly 60 acquired veterinary hospitals and an accounts payable workload of approximately 6,000 invoices per month, with the goal of scaling administration without proportional headcount growth.
The deployment combined intelligent capture, multichannel capture and case management capabilities with configured approval workflows, general ledger integration and role-based dashboards. Optima delivered its transcendAP solution built on Tungsten TotalAgility to provide automated data extraction, GL integration and approval routing, and Pet Partners leveraged Kofax Analytics for TotalAgility to instrument operational reporting and process transparency.
Architecturally the solution centralizes invoice intake from scanned paper at local offices and electronic invoices routed to a dedicated inbox, both monitored and imported into a central processing hub. Tungsten TotalAgility was tightly integrated with Microsoft Dynamics GP and with each hospital accounting system for real time vendor and GL validation, and approved invoices are exported back to the relevant accounting systems for payment processing. The primary user surface is a single web based portal where accounting teams review, approve and monitor invoices.
Process governance was reworked around business unit and dollar threshold approval rules, with a complex multi step approval flow implemented inside Tungsten TotalAgility to enforce validation and routing. The project was configured and deployed by Optima Global Solutions in a matter of months, and it preserved front end procurement behaviors at hospitals while automating back end invoice handling to eliminate manual data entry.
Explicit outcomes reported by Pet Partners include reducing invoice processing timelines from weeks to days, shortening month end close and payable bottlenecks from 20 days toward targets of 7 and ultimately 3 days, and increasing the number of hospitals a single accountant can support from about a dozen to roughly 25 to 30. The organization estimated a full return on investment in 18 months and plans to extend the existing Tungsten TotalAgility platform to HR onboarding and hospital acquisition workflows while using analytics driven line item data to inform purchasing strategies.
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