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More impact.
Less admin.

Focus on creating value – let Optimi and automation
take care of those inefficient manual tasks!

 

What we do for you

Optimi designs and configures systems that mean less admin work for you.

 
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Do less admin.

We enable organisations to harness new efficiencies by connecting web applications together. It's user friendly, cheap to set up and cheap to maintain.

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Have more impact.

We amplify the impact of important work. By looking at processes, tools and metrics, we ensure that you are making the most of all your resources and increasing your impact on the world.

Our offerings

We use the latest web tools to automate your work,
saving you time and money without writing a single line of code.

 

Zapier automation support

Help! I’m drowning in manual admin work, I need to automate this work!

Find out more

Online security

Help! My team needs a secure way to collaborate! We keep losing our passwords!

Find out more

Better data and processes

Help! My key data is locked away in lots of different systems, and it takes ages to report on anything. Make it simpler!

 

Finances and ecommerce

Making financial processes consistent and automated so you can easily report on them.

 

Metrics dashboards

We’ve set our organisation’s strategy but how do we get the all the information required to track it?

 

Our clients

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Optimi made it possible for us to handle 800+ appointments per month and 2500+ clients without really having to lift a finger.
— Anna Munro, Founder, Little Annie
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Optimi are a joy to deal with! They helped identify key blocks we had and set up nimble, easy to use systems that saved time, improved accuracy and allowed us to grow. All whilst being aware that we’re working on a small charity budget! Can’t recommend more highly.
— Cheryl, Executive Director, The Gift Trust
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I wear many hats inside our company and by having the support of Optimi I can focus on defining the tasks rather than running the business.
— Dan Lewis, Director, Bamboo Creative

Our team

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Charley Davenport

Operations, systems and process guru,
freelance cellist, and crowd-funding expert

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Malcolm Colman-Shearer

Founder, problem solver and process optimiser,
corporate refugee and composting ace

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Rupert Snook

Systems architect, facilitator,
and Balinese percussionist

Katrin McKinnon

Admin annihilator, process perfector,
and ebike enthusiast


Our approach

Part of a collaborative network

We are part of Enspiral, a broad network of value aligned people focussed on social impact, collaboration and entrepreneurship. This means we have trusted relationships with professionals in many different fields who we can call on when we’re operating at our leading edge.

Avoid custom builds

Wherever possible, we'll adapt an existing technology to your needs, instead of building you something custom. Avoiding custom builds saves you time and money. In fact, the 'buy not build' approach is fast becoming the industry norm.

 

Small iterations

We want our clients to be happy every step of the way, so we don’t ask for big commitments. Rather we progress each project in small chunks or iterations. We don’t think we’re perfect; the more we can collaborate with our clients, the better the final outcome will be for everyone.

We're on your team

We believe in empowering our clients, not trapping them. If you want to own the solution we've created for you, we'll set you up to look after yourself. We don’t want to lock you in to complicated, expensive technology.

 
 

We’ll do it for you

Some of our clients prefer to give us “the keys” to the systems so they can get on with impacting the world. Outsource it to us, we manage any number of key systems and processes including G Suite admin, bookkeeping, staff onboarding, Zapier support, web app security and other tasks which are easier for experts at Optimi to manage efficiently than for clients with limited time.

Our Medium blog

 

Our key tools

These are some of the tools we use the most but there are hundreds of web apps out there.
We’ll work with whatever tools will help to solve our clients’ pain points.

 
We manage clients G Suite services for them to make sure they don’t have to worry about it.

We manage clients G Suite services for them to make sure they don’t have to worry about it.

Helpscout is our current helpdesk tool of choice

Helpscout is our current helpdesk tool of choice

We manage Xero for clients as well as automate workflows to make Xero smarter

We manage Xero for clients as well as automate workflows to make Xero smarter

We work with a number of clients to manage their projects on Asana

We work with a number of clients to manage their projects on Asana

Optimi are Zapier’s first NZ certified experts

Optimi are Zapier’s first NZ certified experts

When you need a single source of truth for all your data Airtable is a great tool

When you need a single source of truth for all your data Airtable is a great tool

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Trello is one of our favourite workflow management tools

Trello is one of our favourite workflow management tools

We use Mailchimp to automate all kinds of marketing communications

We use Mailchimp to automate all kinds of marketing communications

 

Contact us

Tell us a few things about yourself and we'll be in touch!