Optis Insights Hub

Data, reporting, and portfolio tools for Optis Consulting.

Utilization
Trailing and quarterly utilization metrics across the firm. Weekly breakdowns by resource, career level, and practice area.
Sales & Revenue
Pipeline visibility, revenue tracking, and forecasting. Salesforce-connected view of bookings, win rates, and quarterly attainment.
Strategic Portfolio
OKR tracking, initiative health, and strategic alignment. Cross-functional view of programmes and projects against firm objectives.
CDP Admin
Central Data Platform administration. People directory, org chart, compensation, leave management, roles and access control.
AI at Optis
AI solutions catalogue, useable workflows, idea submission, and the AI Factory pipeline. Discover and contribute to AI at Optis.