Intelligent Work Management and PMO Consulting: Every Platform, One Operating Model
As a Smartsheet Elite Solution Partner and an official ClickUp and ServiceNow partner, Optimum designs, connects and runs the platforms your projects, portfolios and service workflows depend on.
Most organizations buy a platform. Few get an operating model.
Every team runs work differently
Each project manager has a method of their own, so portfolio roll-ups never quite add up.
AI switched on, nobody watching
Agents and AI connectors now ship inside the platform, often live before anyone decides what they can reach.
Licenses nobody uses
Premium add-ons and AI seats bought for a rollout that adoption never caught up with.
CHOOSE YOUR PLATFORM
Three platforms. One team that knows all of them.
Smartsheet
For portfolio-heavy, cross-functional and construction PMOs. Control Center, Resource Management, Bridge, Smart Agents, and integrations with SAP, Power BI and Jira.
ClickUp
For teams that want tasks, docs and dashboards in one workspace. Workspace design, automations, ClickUp Brain, and a Center of Excellence that keeps every team consistent.
ServiceNow
For IT, HR and operations workflows built on requests and approvals. ITSM, HR Service Delivery, Microsoft 365 integration and Now Assist, plus license resale.
Not sure which platform fits? We deliver all three, so we’ll tell you.
What we do on every platform
01
Assess & Govern
- Platform assessment and roadmap
- Platform Migration Assessment →
- AI governance for platform AI →
02
Build & Automate
- Implementation and configuration
- Portfolio and resource management
- Integrations: ERP, CRM, Microsoft 365
- AI agents and automation →
03
Operate & Improve
- Center of Excellence
- Training and adoption →
- Managed support and helpdesk
- License management and renewals
Your platform already ships AI. We switch it on safely.
Smartsheet, ClickUp and ServiceNow now build AI into the product. We configure it against your real workflows, decide what it can reach, and track what it costs.
Smart Agents, ClickUp Brain and Super Agents, and Now Assist, set up for the work your teams actually do.
Decide which sheets, tasks and records agents and connectors such as Claude, ChatGPT and Copilot can read or change.
AI add-ons, seats and credits mapped to who uses them, so nobody gets an AI bill they never forecast.
PLATFORM MIGRATION
Moving off Project Online, or consolidating tools?
Microsoft Project Online retired on September 30, 2026. We assess your portfolio, integrations and licensing first, then recommend Smartsheet, ClickUp or Microsoft Planner based on fit.
What PMO and program leaders say
“The smooth integration of the PM system has significantly enhanced our operational efficiency.”
Peter Nawrocki, Project Manager, IT PMO · Smartsheet
“Great collaboration to achieve the solution for which we were looking.”
Elvina Baxter, CSPM, Program Manager, Construction · ClickUp
FEATURED RESULT · GLOBAL BIOPHARMACEUTICAL COMPANY
Automated financial forecasting and expenditure tracking on Smartsheet.
Work management and PMO questions
Which work management platform is right for our PMO?
It depends on how you run work. Smartsheet suits portfolio-heavy, cross-functional and construction PMOs with complex dependencies and resourcing. ClickUp suits teams that want tasks, docs and dashboards in one fast workspace. ServiceNow suits IT, HR and operations workflows built on requests and approvals. We deliver all three, so our recommendation follows your process.
Can you move us off Project Online?
Yes. Microsoft Project Online retired on September 30, 2026. We assess your portfolio, integrations and licensing first, then recommend Smartsheet, ClickUp or Microsoft Planner based on fit.
Do they connect to Microsoft 365 and our ERP?
Yes. Integrations with ERP, CRM and Microsoft 365 are part of what we build. Smartsheet connects to SAP, Power BI and Jira, and ServiceNow integrates with Microsoft 365.
How do you govern the AI inside these platforms?
We configure each platform’s AI against your real workflows, decide which sheets, tasks and records agents and connectors can read or change, and track what AI add-ons and seats cost. Our governance view covers Smartsheet and Microsoft today, with ClickUp and ServiceNow next.
OFTEN PAIRED WITH THIS WORK
Which part of your portfolio should run better?
Tell us which platform you run today, or which you’re weighing. We’ll reply within one business day.
