higher productivity growth
At companies most exposed to AI compared with the least exposed, according to PwC's 2026 analysis.
PwC 2026 AI Jobs BarometerOPTIMA | Managed Human + AI Workforce
A Managed AI Workforce for Your Entire Business.
Your people lead. OPTIMA expands their capacity.
A managed AI workforce is a coordinated set of specialized AI capabilities that supports repeatable business work across departments. RushTree configures and manages OPTIMA while your people retain judgment, relationships, approvals, and accountability.
Managed by RushTree. Led by your people.
OPTIMA
Your configured AI workforceYour peopleHuman + AIOne operating team
- Sales
- Marketing
- Finance
- Operations
- Executive + Performance
AI prepares→People decide→OPTIMA improves
The workforce shift
AI Is Expanding Capacity. Human Judgment Is Becoming More Valuable.
Current workforce research points to both sides of the opportunity: AI can increase productivity and scale, while judgment, empathy, creativity, and responsible leadership remain central.
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 Barometer
Configured to the business
Start With the Work. Shape the Workforce Around It.
The right AI workforce is not a catalog of digital employees. It is a deliberate mix of capabilities built around where your company is losing time, capacity, or opportunity. It also identifies where people can use better preparation and intelligence.
What shapes your configuration
- 01Business priorities
Where revenue, time, capacity, decision quality, or customer experience can improve.
- 02Approved context
Which information, systems, policies, and workflows are relevant and appropriate to use.
- 03Human boundaries
What AI may prepare or monitor, what requires review, and what stays under direct human authority.
The OPTIMA AI Business Audit identifies the strongest starting opportunities. RushTree then configures the workforce to the approved needs of the business.
Imagine more capacity where the business feels it first
Imagine Having the Work Ready Before Your People Need It.
OPTIMA can prepare, monitor, and organize approved work across the business. Your people review, decide, approve, and own every consequential action.
Speed to Lead
Create and convert opportunity faster.
- Personalized outreach and follow-through
Imagine having company research, role-specific SDR outreach, meeting briefs, and follow-up drafts prepared for approved prospects while salespeople choose what is sent and lead every relationship.
- A consistent campaign and social cadence
Imagine having an approved campaign turned into a steady cadence of social posts, email, creative briefs, and landing-page copy while your team sets strategy and approves publication.
Speed to Need
Get timely, relevant, up-to-date answers when people need to decide or act.
- Instant answers from governed business knowledge
Imagine employees, clients, and partners receiving answers grounded in approved policies, procedures, and technical documents, with sources shown and sensitive actions kept under human control.
- One clearer executive view
Imagine leadership seeing priorities, exceptions, completed work, approvals, and business-value signals in one governed view while authorized people make every consequential decision.
Speed to Succeed
Keep campaigns and projects moving toward their intended results.
- Better-prepared bookkeeping workflows
Imagine approved records organized, exceptions flagged, reconciliation questions prepared, and close checklists kept current while qualified people retain classification, approval, and financial authority.
- Procurement intelligence before the commitment
Imagine vendor options, renewal dates, pricing changes, contract terms, and concentration risks summarized for review so authorized leaders can negotiate and approve every commitment.
OPTIMA AI Business Audit
Find which delay is costing your business the most, then see where a managed Human + AI workforce can create capacity first.
Coverage across the business
One Workforce. Five Connected Areas of Business Value.
OPTIMA supports the preparation, intelligence, monitoring, and repeatable work around your core departments, then brings the resulting signals back to leadership.
01
Sales
Create and convert opportunity faster.
Prepare the intelligence and follow-through revenue teams need before and between customer conversations.
What gets better
- Better prepared opportunities
- Faster, more consistent follow-through
- Clearer pipeline and expansion signals
Human advantage
Salespeople spend more time applying judgment, building relationships, and closing business.
02
Marketing
Turn strategy into coordinated execution.
Help a focused campaign become the content, creative, email, video, and landing-page work needed to bring it to market.
What gets better
- Coordinated campaign production
- More consistent market presence
- Performance learning for what comes next
Human advantage
Your team sets the strategy, approves the message, and keeps the brand accountable while AI expands production capacity.
Standard OPTIMA can prepare advertising assets and audience recommendations; it does not manage media buying or advertising budgets.
03
Finance
See what the numbers need you to notice.
Translate approved financial information into management intelligence, meaningful exceptions, and better-prepared decisions.
What gets better
- Clearer performance visibility
- Earlier exception awareness
- Better prepared management decisions
Human advantage
Leaders receive clearer questions and signals while qualified people retain financial judgment and authority.
OPTIMA supports bookkeeping and financial workflows with preparation and intelligence while qualified professionals retain oversight, judgment, approval, and financial authority.
04
Operations
Remove friction from the way work gets done.
Make trusted knowledge easier to use, expose recurring workflow drag, and turn improvement priorities into practical operating changes.
What gets better
- Faster access to trusted knowledge
- Less workflow friction and rework
- More consistent process improvement
Human advantage
Operators keep ownership of the process while OPTIMA reduces search, preparation, and repetitive coordination work.
05
Executive + Performance
Know what changed and what deserves attention.
Bring the work of the OPTIMA workforce into a leadership view of priorities, risks, opportunities, approvals, and performance.
What gets better
- Focused priorities and exceptions
- Clear approval and next-action signals
- Visible operating and value progress
Human advantage
Leadership gets a clearer signal without surrendering the decisions, commitments, or accountability that belong to people.
OPTIMA AI Business Audit
Find the work worth giving to AI and the decisions that should stay human.
Authority by Design
AI Multiplies Capacity. People Keep Authority.
OPTIMA does more of the research, preparation, monitoring, and repeatable analysis around the work. Your people bring judgment, relationships, accountability, and authority. RushTree manages the capability and keeps improving it.
AI does more of the work before the decision. Your people make the decision.
Your next best step
See Where an AI Workforce Would Create Capacity First.
The OPTIMA AI Business Audit maps the highest-value opportunities across Sales, Marketing, Finance, and Operations. It gives RushTree the starting point to configure the workforce around your business.