Our Implementation Portfolio
From research analysts to SMEs, our tech adapts and scales with each client’s growth curve. Here are just a few ways OptumFlex has delivered transformation.
SEBI RA Firm: Full White-Label Setup
One of India’s fastest-growing Research Analysts needed a compliant yet brandable advisory platform. We delivered:
- Branded research portal on a custom domain
- Integrated rationale logger + PAN verification
- Client-wise document vault with eSign support
- Subscription management & payment tracking
Live within 3 weeks. SEBI-audit ready on Day 1.
SME Client: End-to-End ERP Deployment
A 35+ employee distribution firm was struggling with fragmented systems. OptumFlex deployed a centralized ERP with:
- Modules for HR, finance, inventory, billing
- Auto pick/ship confirm and GST invoice automation
- Dynamic dashboards with weekly scorecards
- Low-training UI and mobile-access rollout
Reduced manual errors by 70% and invoice processing time by 60%.
ERP Automation: Sales to Invoice Demo
Explore our real-time sales order automation: from release to delivery to invoicing with just a few clicks. This workflow includes:
- Auto Pick Confirm and Stock Transfer
- Auto Ship Confirm and Invoice Generation
- Custom delivery module with transport info
Fully integrated flow built on OptumFlex ERP Core.