higher productivity growth
At companies most exposed to AI compared with the least exposed, according to PwC's 2026 analysis.
PwC 2026 AI Jobs BarometerRushTree OPTIMA
Human + AI Is the New Workforce Model.Build a Self-Improving Business.
Your people lead. OPTIMA expands their capacity.
OPTIMA is RushTree's managed AI business optimization system. It connects AI capacity to work across Sales, Marketing, Finance, Operations, and Executive Leadership, continuously improves how the business runs, and measures whether it is getting stronger.
Managed by RushTree. Led by your people.
Human + AI WorkforceLeadership at the center.AI capacity connected across the business.
- Sales
- Marketing
- Finance
- Operations
- Executive
Operating modelHuman + AI
Business coverage5 connected functions
Managed byRushTree
LeadershipAlways in control
The workforce shift
AI Is Moving From Tool to Workforce.
The advantage is moving from access to operating discipline. Companies building governed Human + AI workflows now are gaining experience that cannot be installed overnight.
growth in active workplace agents
Across the Microsoft 365 ecosystem from March 2025 to March 2026.
Microsoft 2026 Work Trend Indexmore human-intensive
New tasks in AI-exposed roles were more likely to rely on judgment, empathy, and creativity.
PwC 2026 AI Jobs BarometerThe cost of waiting
AI capability compounds. While isolated tools keep producing isolated wins, managed Human + AI teams build shared knowledge, better workflows, and faster improvement.
The Human + AI integration gap
AI Only Creates Value When It Fits the Business and the People Who Run It.
Most growing companies already have capable people and useful technology. What they lack is one managed way to connect AI to real workflows, approved business context, and human decision-making across departments.
AI beside the business
- Tools and experiments disconnected from real work
- Employees left to figure out how to use them
- Inconsistent quality and unclear authority
- Business value that is difficult to measure
AI built into the business
- AI connected to priority workflows
- Capacity coordinated across departments
- Human decision rights kept clear
- Improvement measured against business value
Across the business
One Workforce. Every Critical Department.
OPTIMA is not a catalog of digital employees. RushTree configures the right mix of AI capacity around where your company is losing time, momentum, or opportunity.
OPTIMAHuman + AI
One managed operating team
01Revenue capacity
Sales
Create and convert opportunity faster.
02Market momentum
Marketing
Turn strategy into coordinated execution.
03Decision clarity
Finance
See what the numbers need you to notice.
04Operating leverage
Operations
Remove friction from the way work gets done.
05Leadership focus
Executive
Know what changed and what deserves attention.
The RushTree Three Speeds
Move Faster Where Business Performance Compounds.
OPTIMA is designed around three business advantages leaders can feel: faster opportunity, faster understanding, and faster improvement.
- 01
Speed to Lead
Create and convert opportunity faster.
Respond to opportunity with stronger preparation, intelligence, and follow-through.
- 02
Speed to Need
Get timely, relevant, up-to-date answers when people need to decide or act.
Bring approved business information into focus so the next decision or action is better informed.
- 03
Speed to Succeed
Keep campaigns and projects moving toward their intended results.
Coordinate execution, surface friction, and continuously improve the work that turns plans into outcomes.
OPTIMA AI Business Audit
See where speed is costing your business opportunity.
The OPTIMA AIM Cycle
Activate Human + AI Capacity.
Improve the Business.
Measure What Matters.
Then Repeat.
AIM connects a managed Human + AI Workforce, the Value Optimization Engine, and the Continuous Value Model. Together, they turn AI from a collection of tools into a self-improving operating capability.
A
Activate
Human + AI Workforce
Activate managed AI capacity around priority work while people retain authority, judgment, and accountability.
I
Improve
Value Optimization Engine
VOE
Continuously finds where time, money, capacity, or opportunity is being lost and what to improve next.
M
Measure
Continuous Value Model
CVM
Tracks business performance and value-readiness signals to show whether the company is getting stronger.
The compounding advantage
OPTIMA Does Not Stop After the Work Is Done.
The system looks beyond today's task. It helps leaders decide what to improve next and whether those improvements are making the business stronger.
VOEValue Optimization Engine
Know what to improve next.
VOE examines approved business signals to identify where time, money, capacity, or opportunity may be lost and brings the highest-value improvement priorities to leadership.
CVMContinuous Value Model
See whether the business is becoming stronger.
CVM tracks operating performance and value-readiness signals over time, helping leadership see whether improvements are strengthening the qualities that can support business value.
AI capacity. Prioritized optimization. Business-value intelligence. One managed Human + AI optimization system.
A clear path forward
Discover. Design. Deliver.
Discover, Design, and Deliver are the three phases RushTree uses to bring OPTIMA into your business.
AIM begins with delivery and continues from there: Activate, Improve, Measure.
- 01
Discover
Use the OPTIMA AI Business Audit to identify the highest-value opportunities and where human judgment must remain central.
- 02
Design
Configure the right Human + AI capability, approved business context, operating boundaries, and success measures.
- 03
Deliver
Launch and manage the capability, then keep improving and measuring it through AIM as the business changes.
Delivery starts the continuous improvement loop.
Once OPTIMA is working in the business, AIM keeps the cycle moving: activate Human + AI capacity, improve the business, measure what matters, and repeat.
Proprietary by design
See the High-Level ApproachWe show prospects the value OPTIMA creates. The workforce design, deployment standards, controls, and operating methods remain part of RushTree's proprietary system.
Authority by Design
Give People Leverage. Keep People in Charge.
OPTIMA increases AI capacity where it helps, while consequential decisions, relationships, commitments, and accountability remain with the right people.
AI adds capacity
- Research
- Analyze
- Prepare
- Draft
- Recommend
- Organize
- Monitor
People retain authority
Consequential actions can require approval.
- External communication
- Public publication
- Financial transactions
- Contract commitments
Built around your business
Works With the Systems You Already Use.
OPTIMA is designed around approved parts of your existing technology environment. Specific fit, access, and connections are validated with each client.
- 01CRM
- 02Email
- 03Accounting
- 04Cloud documents
- 05Project management
- 06Marketing systems
- 07Social platforms
- 08Productivity software
- 09Business applications
A Clear Path to OPTIMA Pricing
The Right Capability for the Business You Are Building.
OPTIMA is available in Growth, Scale, and Enterprise configurations. Start with the AI Business Audit, then a focused Strategy Review confirms the right fit before RushTree provides clear pricing.
Three configurations
Growth. Scale. Enterprise.
PricingAfter the Audit and Strategy Review
- Recommended OPTIMA configuration
- Clear managed monthly subscription
- One-time OPTIMA Design + Launch price
- Additional custom scope identified separately
Pricing is provided after both steps and before any commitment.
The business case
What Human + AI Success Looks Like.
OPTIMA is designed to help create visible operating progress across the business. Actual outcomes depend on each company's starting point, priorities, approved scope, data, systems, and adoption.
- 01Faster lead response
- 02Greater sales capacity
- 03Higher marketing output
- 04Reduced repetitive work
- 05Better financial visibility
- 06Faster access to knowledge
- 07Improved decision-making
- 08Better operational consistency
- 09Measurable optimization
- 10Stronger valuation drivers
OPTIMA supports business-value intelligence, not a certified valuation or a guaranteed increase in sale price.
See how progress is measuredYour next best step
Find Where Human + AI Can Create the Most Value First.
Take the OPTIMA AI Business Audit to identify the strongest opportunities across your business, then let RushTree configure the right path forward.