Efficiencies drive down operating costs in for-profit business and increase how much of every dollar given provides direct-to-client services in non-profits. Sixty percent of occupations could see a 30% savings in time with workflow automation. This includes keying data from paper forms into systems, the review and approval of paperwork, retrieving documents and surfacing critical data.

Because Optix is designed with a flexibility-first attitude, it is able to solve some of the most challenging issues facing businesses and nonprofits.

Back Office



Higher Ed


Product Development



Accounts Payable

Accounts Receivable

Human Resources

Hiring Workflows

Employee Onboarding






Case Studies

School document management systems

Industry: Education
Tools: Document Management
Workflow Automation
Platform: Mac & Windows

How a Major School District Improved Cross-Departmental Collaboration

San José Unified School District (SJUSD) is a large urban school district serving over 30,000 students and employing over 3,000 teachers, administrators, and other staff. SJUSD’s vision is “preparing today’s students to be the thinkers, leaders, and creators of tomorrow.” 

“Optix has dramatically improved our cross-departmental candidate-to-hire processing. With Optix information flows easily through our HR, accounting, budget, and payroll departments, which has streamlined management of employee records. Optix is a remarkable product.”

Document management systems for businesses

Industry: Energy
Tools: Document Management
Workflow Automation
Platform: Mac & Windows

How a National Testing Laboratory Gained Enterprise Efficiencies

A unique national resource, the Nevada Test Site (NTS) is a massive outdoor laboratory and national experimental center that has seen more than four decades of nuclear weapons testing.

“Optix’s unique support of Fujitsu and other scanners on Macintosh enhances our ability to input documents from a variety of media and make them available to cross-platform and web users here in Nevada and remotely at research labs, such as Lawrence Livermore, Sandia, and Los Alamos.”

Workflow automation solutions for businesses

Industry: Energy
Tools: Document Management
Workflow Automation
Platform: Windows

How a Manufacturing Facility Created a Highly Efficient Document Scanning Process

The Pantex Plant is the United States’ primary facility for the final assembly, dismantlement, and maintenance of nuclear weapons. As one of six production facilities in the National Nuclear Security Administration’s Nuclear Security Enterprise, the organization operates under three overarching priorities: the safety and health of workers and the public, the security of weapons and information, and the protection of the environment.

“Previously, routing and approval of our often used chemical approval form took about six weeks. With Optix, that time was reduced to three days.”

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Mac supported document management for education

Industry: Education
Tools: Document Management
Platform: Mac & Web

Improving Complex Processes While Meeting Strict DOE Requirements

The Maine Educational Opportunity Center (MEOC) is a federal education initiative established to promote access to post-secondary education for traditionally underrepresented adult populations within Maine.

“The MEOC’s mission of serving adults seeking higher education requires both optimum customer service and ability to meet highly specific federal reporting requirements. Optix has helped the MEOC advance these goals by allowing efficient access to information across multiple locations.”

University document management solutions

Industry: Education
Tools: Document Management
Workflow Automation
Platform: Mac, Windows, & Web

How a Major University Dramatically Decreased Application Processing Time

The University of Maryland, College Park (UMD) is the flagship campus for one of the nation’s premiere public research institutions. Its twelve schools and colleges offer over 200 degree-granting programs, including 92 undergraduate majors, 107 master’s programs, and 83 doctoral programs.

“Using Optix, we decreased the turnaround time for processing an application from four weeks to 72 hours.”

University document management and workflow systems

Industry: Education
Tools: Document Management
Workflow Automation
Platform: Mac, Windows, & Web

How a Major Private University Solved Significant Space Restrictions

The University of St. Thomas (UST) is Minnesota’s largest private university, with approximately 10,000 students from 50 states and 63 countries. The university offers more than 100 undergraduate majors with opportunities for cross-disciplinary coursework in the liberal arts, and 60 graduate degree programs.

“Optix has truly become a core operational system at the University of St. Thomas. We have found Optix to be extremely flexible and customizable to address any of our document management and workflow challenges. Using Optix, we can design and deploy a completely new, secure repository with customer indexing and query screens in about an hour. That ease of use, coupled with world-class technical support, has made Optix one of our most relied-upon technologies.”

Document management and workflow platform for Nonprofits

Industry: Non-Profit
Tools: Document Management
Workflow Automation
Platform: Windows, & Web

How Streamlined Document Management Led to a Better Donor Experience

For more than 70 years, Heifer International has provided livestock and environmentally sound agricultural training to improve the lives of those who struggle daily for reliable sources of food and income. Heifer is currently working in 30 countries, including the United States, to help families and communities become more self-reliant.

“Our Optix system empowers Heifer to focus on our donor relationships. Using the power of Optix document scanning, indexing, storage, retrieval, and workflow, we are able to more efficiently process donations, manage our information, and handle requests. Improving efficiency and effectiveness allows more of our donor resources to be used in our mission of ending hunger and poverty, enabling us to create new opportunities and improve the livelihoods of our participants in the US and worldwide.”

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