Finance & Spend Transformation

Transform Finance and Spend Around the Business Outcome, Not the Application Boundary.

Optima helps enterprises improve and transform finance, procure-to-pay, invoice automation, supplier interaction, working-capital-related processes, compliance, and the SAP-centered platforms that support them.

Talk to an Expert See Client Outcomes
Proven at Scale
4–5×
Faster invoice processing at a Fortune 500 construction client
Touchless invoice automation on SAP and OpenText VIM
Supplier collaboration and e-invoicing compliance
Working capital connected to process design
Typical Client Triggers

When You Hear Yourself Saying…

S/4HANA transformation is changing the finance or spend landscape.
Invoice automation is fragmented or overly manual.
Procure-to-pay performance and controls need improvement.
Supplier interaction is inconsistent across platforms.
Working-capital opportunities are disconnected from process design.
Procurement, invoice, and finance technologies have accumulated complexity.
Outcomes Optima Helps Pursue

What Changes.

More effective and automated finance and P2P processes.
Stronger control and compliance.
Lower manual effort and exception load.
Better supplier experience and process visibility.
Better alignment between business design and SAP execution.
A more supportable, evolvable spend ecosystem.
Ways to Work With Us

Three Ways In. Any One Can Be the Starting Point.

Advise
Decide With Confidence
Spend and P2P assessment, S/4HANA finance readiness, invoice automation strategy and business case, e-invoicing mandate roadmap, working-capital prioritization. What should we do?
Transform
Make Change Happen
Invoice management implementation and migration, supplier network onboarding, procurement and sourcing deployment, integration and automation, controlled extensions where standard falls short. How do we get from here to there?
Optimize
Improve Continuously
Specialist support through TotalCare™, health checks, upgrades and tuning, exception-rate reduction, enhancements, and lifecycle evolution of what is already live. How do we get more value from what we already have?
Technology We Work With

The Ecosystem Follows the Problem.

Technology is selected because it helps solve the client problem, not because it exists in the ecosystem. Across SAP, OpenText, and partners, we shape the path from the outcome back.

SAP S/4HANA Finance
The finance and P2P core, ECC through S/4HANA.
OpenText VIM
Vendor invoice management and touchless AP.
SAP Ariba
Sourcing, procurement, and invoicing.
SAP Business Network
Supplier collaboration and e-invoicing at scale.
SAP Taulia
Working capital and supply-chain liquidity.
SAP BTP Extensions
Clean-core add-ons for finance and working capital.
Case Study
Fortune 500 Construction: SAP Invoice Automation
A high-volume AP operation moved to touchless invoice automation and modernized procurement on SAP Ariba.
60%
Lower op. cost
4–5×
Faster processing
$5M
Total savings
Read the case study →
The Toro Company
Eliminating Global Invoicing Obstacles
Global invoice-to-pay digitization for a manufacturer of landscaping, turf, and snow management equipment.
 Dermavant
Transforming Invoice Management to Prepare for Growth
A pharma company in its growth stage put scalable invoice management in place ahead of volume.

Start With the Outcome You Need to Change.

Tell us where finance or spend is blocking progress. We’ll tell you where we’d look first.

Talk to an Expert