- Content Capture
- Content Lifecycle Management
- Data Archiving
- Digital Asset Management (DAM)
- Document Access
- Document Presentment
- Employee File Management
- Engineering Document Mgt.
- Extended ECM
- Media Management by OpenText
- Optima TotalCare (OTC)
- Portal Content Management
- Records Management
- SharePoint Content Governance
- Tempo Box
- Travel & Expense Management
- Triage Services
- Vendor Invoice Management
- About us
Optima ECM Consulting is a global implementation organization that specializes in the strategy, design and implementation of Enterprise Content Management solutions for Compliance, Optimization, Revenue Enhancements and Collaboration. Our unique and unparalleled experience in strategy, design, implementation, and management of OpenText solutions, both for SAP and non-SAP environments, will give your organization a holistic view of the content within your company and how ECM can transform the information. With more than 60 consultants, Optima is uniquely suited to ensure you rapidly recognize your expected ROI and drive immediate value across your organization, while leveraging your investment.
Driven by our core values, our project teams are recognized as trusted advisors by building enduring relationships with our clients, partners and colleagues. The collective experience of our team allows us to design and implement optimal solutions for our clients aligned with key business strategies and state of the art technology. We are strategic thinkers with a passion for adding value to our clients’ businesses and we strive for complete customer satisfaction.
Choosing Optima Consulting as your SAP Business Partner will allow you to leverage our extensive experience and passion for excellence as we work hand in hand to produce unequaled results.
Optima ECM Consulting was founded on two basic driving principles:
- Our mission to be the go-to provider of Business Process Optimization and Content Management Services and Solutions for our clients and partners and;
- Our desire to bring passion to the careers of successful, entrepreneurial-minded, professionals with top-notch technical and consulting skills who love what they do and want to work for a company where they can create, grow and thrive
Our passion: Connecting people, processes and technology! Our focus is on helping our customers leverage the power of their SAP systems and maximize their ERP investment. The breadth and depth of our collective experience in Business Process Optimization and Content Management will ensure that companies of any size can minimize inefficiency in their workstreams and maximize productivity in many key business areas.Learn more about our leadership team and core values.
Founding Partner and Chief Executive Officer
Shaney has over 20 years of experience in high-tech organizations in key leadership positions such as Director of Finance and Administration, Corporate Controller and Director of Professional Services for global corporations. She has successfully led multiple companies through M&A transactions and is highly respected for her success in exceeding financial objectives, increasing profit margins, operational improvement and team building.
She is a Founding Partner, Board Member and holds the position of Chief Executive Officer at Optima ECM Consulting. Prior to founding Optima ECM Consulting in 2009, she held the position of Director of SAP Global Services at OpenText, the world’s leading Enterprise Information Management company, where she had responsibility for leadership of the SAP Global Services Team in North America. She was awarded multiple distinctions for service excellence during her tenure. She joined OpenText through the acquisition of her former company, Optura, where she held Controllership and Client Services Director positions. Optura developed the highly successful product that SAP and OpenText jointly market and sell today known as SAP Invoice Management.
Due to her long and tenured experience in Accounts Payable and with Invoice Management, Shaney is a well-recognized and respected subject matter expert and thought leader for her customers in the Procure to Pay space in SAP. She frequently speaks at conferences and on webcasts with joint customers regarding their successes with the SAP-OpenText products.
Shaney is on the Board of Directors at Horses Help in Phoenix, AZ, an accredited therapeutic riding program for children and adults with physical and mental disabilities and is the co-founder of Blanketing Arizona, a grass-roots, community group providing food and blankets to the homeless in Phoenix. She holds a Bachelor’s Degree from Arizona State University.
Founding Partner and Chief Operations Officer
Alex is a founding member of Optima Consulting, LLC. Alex has over 10 years of experience working with SAP. He began his career as an Officer in the U.S. Army and then made the transition to SAP consulting with Andersen Consulting (now Accenture).
Alex joined Optura in 2002 and then Open Text in 2005 when Optura was acquired by Open Text. During this time, Alex extended his expertise in Invoice Management and document archiving with specific emphasis in the areas surrounding content, process engineering, solution alignment, deployment/adoption, and process automation/optimization.
His experience ranges from designing solutions, hands-on SAP configuration and project management, to building an SAP workflow practice delivering solutions globally to Fortune 500 companies. His recent background includes responsibility for leading both project delivery and on-going operations where he has successfully demonstrated the ability to increase productivity and drive results. Alex’s focus has always been on client satisfaction.
Alex has an MBA in Finance from Arizona State University and a B.S. in Business from San Diego State University.
Founding Partner and Chief Architect Officer
Jaime is a founding member of Optima Consulting, LLC. Jaime is a recognized industry expert in deploying solutions that extend and complement SAP in the areas of data and document archiving, process optimization and legacy system decommissioning.
Jaime has spent 12+ years architecting, deploying and optimizing SAP ECM and OpenText solutions for Global 2000 clients throughout North America and Latin America. Jaime holds many certifications including SAP Consultant in technologies such as NetWeaver, SAP Archiving, SAP BW and SAP Workflow and was recognized 3 consecutive times as one of the best SAP trainers by SAP Latin America. He holds degrees in Computer Science and Systems Engineering. Jaime holds Framework Methodology certifications in ValueSAP, Microsoft Solutions Framework (MSF) and ISO 9000. Jaime is a frequent speaker at SAP and Microsoft conferences, SAPUniverse and SAPTech, on the topics of Data Archiving, Document Management and SAP Integration. Before co-founding Optima Consulting Jaime led the SAP implementation team for the archiving practice in Open Text for more than 3 years.
Partner and Chief Solutions Officer
Mani has over 20 years of IT leadership in delivery of transformational and innovative business and technological solutions. He has a proven track record in strategic solution road mapping and delivering bankable ROI for customers.
He has a unique blend of competencies that allows him to develop solution and IT strategy that create value and impact for business functions Enterprisewide. He has played a wide variety of roles in all areas of business consulting, product management, development and delivery within the SAP eco system.
His SAP functional expertise spans multiple SAP modules such as finance, logistics, human resources and business intelligence. He holds multiple technical competencies in the areas of NetWeaver, SAP Archiving, Web Application Development and Workflow. Mani began his SAP consulting career at IBM Global Services in 1997. He joined Optura in 2001 and then OpenText in 2005 as part of the acquisition. Throughout this time he was involved in numerous product implementations and was also closely linked to product development. He moved to the role of Consulting Manager within the OpenText Global Services team before choosing to engage in private entrepreneurship specialized in rolling out Procure-to-pay (P2P) solutions.
As the Chief Solution Officer at Optima he has oversight of ECC Business Solutions, Cloud/SaaS Business models and B2B enablement. Mani has a Masters and a Graduate Degree in Computing from Monash University.
Executive Vice-President, Sales and Alliances
Brian is a 25 year veteran in the software industry having held sales and services leadership positions most recently with InformaXion Solutions, LLC (IXS) and OpenText, Inc.
His career includes eight years with the Oracle Corporation as RVP of Services, VP of Sales and Services for Mahindra British Telecom International (Tech Mahindra), Premier Systems Integrators, The Clorox Company and the Eaton Corporation.
Brian is responsible for Sales and Marketing and the Alliances program for the company. Brian is a member of Optima’s Board.
In 2012 Brian co-founded IXS, an Enterprise Information Management solutions company that was acquired by Optima in 2014. Brian was primarily responsible for the company sales, business development, marketing and the partner program.
Prior to IXS, Brian was Senior Vice President U.S. Sales and Services at the OpenText Corporation, a global enterprise software company and leader in the Enterprise Content Management (ECM) software solutions industry. In this role Brian managed the U.S. software sales and implementation of the OpenText ECM suite of solutions – Analytics, Archiving, Business Process Management (BPM), Case Management, Document Management (DM), Digital Asset Management (DAM), Enterprise Search, Records and Retention Management (RM), and Web Content Management (WCM), and Web Experience Management (WEM). Additionally during his 6 years at OpenText, Brian managed teams that designed and developed specific regulatory and compliance business solution software applications and best practices for industries including utilities, oil and gas, chemicals, and financial services as well as the government sector.
Brian is a graduate of The Ohio State University having earned degrees in B.S. in Business Administration and a Masters in Business Administration with a concentration in Operations Management and Logistics.
EVP of Professional Services
Todd is an expert in the ECM industry with over two decades of experience with leading vendor solutions including OpenText, Microsoft, IBM and EMC.
Todd has strategic and day-to-day operating responsibility for all client delivery projects that implement information governance, digital asset management and business process management solutions outside of the SAP technologies. Todd is also a member of Optima’s Board.
Todd was a co-founder of IXS that was acquired by Optima. Todd was responsible for the overall management and execution of the IXS Administrative Operations (HR, Finance & Accounting, Contracting, Security) and Professional Services (client delivery) departments.
Todd previously was the founder and CEO of Momentum Systems, Inc., an industry leading IT professional services company since 1994. Momentum Systems specialized in systems integration, software development and delivering OpenText and Oracle solutions. Momentum Systems became an official OpenText partner in 1997. Todd participated in an enterprise-wide initiative within Open Text to address the development of vertical business applications for public sector services worldwide. This involved working with the U.S. Government’s oversight committee in the development of standard approaches with repeatable processes and solutions to support them. Many of these accomplishments were made possible by Todd’s strong strategic vision and leadership skills, as well as his functional and technical experience in all aspects of Open Text ECM usage and administration. In 2007, OpenText acquired Momentum Systems where the company was re-branded OpenText Public Sector Solutions (OTPSS) in 2010.
Todd earned his Bachelor of Business Administration degree at James Madison University and has completed courses toward his Master of Business Administration with a concentration in Information Systems from George Mason University.
You’ve worked for old fashioned companies before. Come see what it’s like to work for one that has incorporated a progressive, entrepreneurial spirit into its everyday culture!
Optima Consulting seeks smart and passionate SAP professionals ready to roll up their sleeves. Warning: While entrepreneurship entails the sometimes excruciating process of creating something from nothing, we think the sense of accomplishment is spectacular. The right candidate for our company will be intelligent, enthusiastic, a problem-solver, and above all, a team player.
We are always interested in high achievers that share a passion for delivering world-class solutions to our clients. Successful candidates will possess integrity, initiative, resilience, and intellectual curiosity. Entrepreneurial thinking, excellent communication skills, energy, and creative problem-solving abilities should be second nature to the passionate professionals looking for a challenging, fast-paced career at Optima.
Optima Consulting offers much more than just competitive base pay. We understand that people are motivated and driven to excel in different ways and that’s why we offer several opportunities for our people to maximize their compensation.
If you are interested in any of the open positions please submit your resume and a cover letter explaining why your experience and entrepreneurial spirit are a good fit for our team to firstname.lastname@example.org. Please include the Posting Reference code in the e-mail subject line.
Current Available Positions
The Optima Way – Optima’s secret weapon is its amazing team and this is how we get it done for our clients and each other.
Passion for Excellence: We always deliver quality work for our clients and each other, and to the best of our ability. We don’t cut corners.
Create Remarkable Client Experiences: We do the right things for our clients and we consistently seek ways to add value to their businesses.
Embrace Change: We are adaptable, flexible and easily adjust to new and challenging situations. We are always innovating and enhancing how we do our jobs.
Get it Done: We count on each other to fulfill every objective we’re given. Our teammates and clients know they can trust us to get the job done. Period.
Win as a Team: We are each other’s teammates, mentors and cheerleaders and we support each other along the way. We invest in our teams to enhance achievement and create opportunity for growth.
Have Fun!: We love what we do and have fun while we do it! We celebrate our successes along the way.