01
Speed to Lead™
Create and convert opportunity faster.
RUSHTREE / OPTIMA™
Build a Human + AI Workforce That Improves How Your Business Runs.
More Leads. Faster Answers. Better Execution.
OPTIMA is a guided business transformation program that improves priority workflows, prepares the information behind them, and puts specialized AI coworkers to work with clear human authority.
Understand the work. Simplify the process. Put AI to work with purpose.
Your people lead. AI expands capacity.
90Day guided transformation
3Working AI workflows
HumanAuthority retained
Need a focused first move? OPTIMA FOUNDATION launches one revenue workflow in 30 days.
AI is a data story and a workflow story
Lasting AI Value Starts Beneath the Tool.
A new AI tool cannot repair a confusing process or unreliable information by itself. OPTIMA improves the way work and information move through your business, then applies AI where it can create useful capacity.
Know what is happening now.
We capture the current process in plain language: the steps, people, information, decisions, delays, duplication, and handoffs that shape the result.
Prepare the information.
We review the data and knowledge the coworker will use, organize what is ready, and tell you clearly what must be cleaned up or protected with clear rules before broader use.
Design what should happen next.
We remove avoidable work and create an improved future-state process with clear owners and human decision points.
Add AI with purpose.
Only then do we configure, test, and introduce the right AI coworker. This helps avoid stalled pilots and prevents the latest shiny tool from adding more confusion.
Better AI begins with better work and better information.
OPTIMA connects process improvement, information that is ready to use, responsible AI, and practical adoption in one guided method.
The OPTIMA approach
Start Where Your Business Loses Time, Capacity, and Opportunity.
OPTIMA organizes your Human + AI Workforce around three practical business priorities.
02
Speed to Need™
Get the right work and approved information to the right people faster.
03
Speed to Succeed™
Improve marketing, execution, and business performance over time.
The right capabilities, activated in the right sequence.
Your people retain judgment, authority, and accountability.
The RushTree USA™ Method
We Don't Automate Broken Processes. We Improve Them First.
Understand how the work gets done. Simplify unnecessary steps. Automate the right tasks with specialized AI coworkers.
- 01
Understand
See how priority work happens today, where it slows down, and what success requires.
- 02
Simplify
Remove unnecessary steps, prepare the information, and clarify the human decisions that still matter.
- 03
Automate
Put specialized AI coworkers to work inside the improved process, then test and measure the result.
RushTree applies practical principles from Lean, Six Sigma, and Total Quality Management to improve consistency and measure progress without burdening your team with technical jargon.
The 90-day transformation
Three Months. Three Working Workflows. One Logical Path.
The cadence is deliberate. It gives your business time to understand the work, improve the process, implement the right AI capabilities, and prove that the new workflow can be used responsibly.
- Month 1
Understand and prioritize
Document the current work, assess the supporting information, and select the highest-value opportunities.
- Month 2
Simplify and build
Improve the workflow, clarify ownership and approvals, and configure the selected AI coworker capabilities.
- Month 3
Test, measure, and operationalize
Test representative work, correct weaknesses, measure progress, and establish clear operating instructions.
One accountable business leader keeps the work moving.
OPTIMA works through the owner, general manager, or designated program lead who coordinates priorities, access, approvals, and follow-through. RushTree guides the transformation while your team supplies the real business context.
OPTIMA IQ™
RushTree's Built-In Intelligence Layer.
OPTIMA IQ brings approved business context, workflow measures, test results, and coworker activity into plain-language executive reporting. It helps leaders see what is working, what needs attention, and where improvement should happen next.
It supports every implemented workflow. OPTIMA IQ is not a separate product, live autonomous dashboard, eleventh coworker, or autonomous decision-maker.
Approved business contextOPTIMA IQAI coworkers and workflowsHuman executive view
Why now
AI Is Changing Work. Value Comes from Improving How Work Gets Done.
Research shows strong productivity gains, but fewer organizations translate AI use into financial impact. OPTIMA focuses on the process, data, decisions, and adoption practices between AI access and measurable business value.
higher productivity growth
In PwC's 2026 study, productivity growth was 40% higher at the companies most exposed to AI than at the least exposed.
Source: PwC 2026 AI Jobs Barometerindividual productivity versus operating-profit impact
In McKinsey's 2026 survey, 80% report stronger individual productivity, while 37% report that AI contributed to operating profit (EBIT).
Source: McKinsey, State of AI 2026more human-intensive
New tasks in AI-exposed roles were more likely to rely on judgment, empathy, and creativity.
Source: PwC 2026 AI Jobs BarometerThat is why OPTIMA is built around a Human + AI Workforce. People retain judgment and accountability while AI adds useful capacity.
Choose the right depth of transformation
Build the Complete Workforce or Start with Revenue.
OPTIMA COMPLETE is the flagship 90-day transformation across all Three Speeds. FOUNDATION is the focused 30-day starting engagement for one revenue workflow.
OPTIMA COMPLETE™ / 90 Days
Activate Your Human + AI Workforce.
A broader transformation across lead response, business knowledge, marketing, operations, and execution.
$25,000
advance commitment investment
Standard investment $30,000
Save $5,000 when reserved before kickoff
Choose Complete when the business needs coordinated improvement across all Three Speeds.
- Three improved, implemented, and tested AI workflows in total
- Expanded capabilities across Speed to Lead, Speed to Need, and Speed to Succeed
- Twelve guided sessions with expanded OPTIMA IQ executive reporting
3 Working AI Workflows Guaranteed.
The $25,000 advance commitment investment is available when the engagement is reserved before kickoff, subject to availability and approved written terms.
OPTIMA FOUNDATION™ / 30 Days
Launch Your AI Revenue Engine.
A focused start that turns one revenue priority into a usable, measured AI workflow.
$12,000
total program investment
Choose Foundation when one revenue priority needs a focused first move.
- One revenue-focused workflow improved, implemented, and tested
- Coordinated Speed to Lead AI coworker capabilities
- Four guided sessions with operating instructions and performance measures
1 Working AI Workflow Guaranteed.
Choose from 10 specialized AI coworker roles.
OPTIMA activates only the capabilities required by the agreed workflows, approved information, owners, and human review rules. FOUNDATION delivers one working workflow. COMPLETE delivers three working workflows in total. The role library is not a promise of ten autonomous deployments.
Required third-party AI and software subscriptions are separate. Custom software, added workflows, and separately approved integrations receive their own scope and pricing.
Human + AI, by design
Useful Capacity. Clear Human Authority.
Every OPTIMA AI coworker has a defined role, approved information, clear limits, and human review. AI can prepare work and recommendations. People remain responsible for important decisions and high-impact actions.
Defined role
Clear purpose, scope, expected output, and responsible owner.
Approved information
Uses only the information and sources the organization approves.
Real-work testing
Representative outputs are reviewed before wider use.
Human authority
Important actions and decisions remain under human control.
In simple terms, governance means clear rules for what AI may use, prepare, recommend, and never decide on its own. RushTree's approach is informed by the NIST AI Risk Management Framework and ISO/IEC 42001 principles. These references do not mean RushTree is certified by those organizations or can guarantee compliance.
Read Our Responsible AI ApproachBetter work. Better information. Purposeful AI.
Build a Human + AI Workforce Your Team Can Actually Use.
Start with a private strategy meeting to identify your highest-value workflow, confirm program fit, and choose the right supported AI environment.
Built with RushTree. Run by your team.