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Business Process Automation

Automating manual workflow just got easier with OBES Workflow Automation by Optimally. Specializing in crafting tailored business process automation solutions for ALL types of businesses that evolve with each unique business need.

Why OBES workflow automation by Optimally

  • Specializes in crafting tailored business process automation solutions that evolve with business needs.
  • Increases productivity by automating repetitive tasks.
  • Saves time by accelerating business processes requires.
  • NO upfront costs or IT resources for implementation.
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Benefits of Business Process Automation

  • Real-time insights into task statuses.
  • A solution for all small to mid-size companies.
  • Cost saving by increasing efficiency and reducing errors.
  • Scalability. as a company's business grows, so can their workflow.
  • Enhanced visibility through automated task allocation, tracking, and monitoring, gaining.
  • Eradicates errors prevalent in manual processes, ensuring precision and consistency throughout a company's workflow.
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TALK TO US!

Interested in learning more about how OBES can help increase your businesses bottom line? Schedule a product demonstration call or webinar with one of our subject area experts and they will answer all your questions.

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OBES is a specialized cost management service provider focused on delivering value to the business, increase profitability, financial flexibility, and gain competitive advantages.

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HOW CAN MEDICAL UNDERPAYMENTS RECAPTURE HELP

Our partner’s proprietary technology identifies and recovers underpayments, manages denials, overpayment fines, and responses, automates appeals and requests, and is a contract modeler in negotiating more favorable contracts. This exclusive system also enables medical providers to recover past underpayments going back to the last 12 months of zero balance claims (those recognized as paid).

our clients see, on average, 10 – 20% in revenue recapture (increase) through payor underpayment recoveries, as well as another 6 – 8% increase in underpaid Medicare payments (these are found dollars after claims have been fully processed, checked, and rechecked by all facility resources such as EMR, billing systems, clearinghouses and classified as zero balance).

Once your Electronic Claims are uploaded to the platform, we will provide the following details:

  • Any claim setup issues
  • Breakdown of Underpayments by Payer according to Claim Adjustment Reasoning.
  • Group all Underpayments by collectability
  • Begin collections on past underpaid claims.
  • Our goal is to initiate collections within ten days of receiving all relevant information.
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SOFTWARE AS A SERVICE

Shipping Solutions…

Uncover efficiencies and cost savings across your entire shipping process, from click to cash, with what might be the most powerful shipping software in the parcel market. Mid- to high-volume shippers: we designed this software for you, with customizations and unique features other vendors in the market could not produce.

Solving our clients’ most complex challenges has been our focus over the last decade. The result is this robust, tried-and-true system with core functionality designed to meet the needs of clients shipping anywhere from 100 to 100,000+ packages per day.

Our Software allows you to:

  • Employ a multi-carrier strategy – Routing options allow shippers to select the most cost-effective carrier & service for each shipment, while also providing redundancy to hedge against potential service disruptions.
  • Increase visibility – Track shipments from order to final delivery. Share status updates through our online portal, customized email notifications, or via API.
  • Improve data and reporting – Get real-time data in a single dashboard to drive smarter decision-making and increased visibility of data across your organization.

Tax Management Software (TMS)

Our Tax Management Software gives business owners the ability to qualify for various tax incentives and credits without complex paperwork. Using our software, business owners can enter some basic information and immediately see what savings they may qualify for. Once you’ve received your preliminary savings estimate our subject matter experts will work with you to compile and submit the required paperwork needed to secure your savings.

Our Savings Include:

  • Cost Segregation for Commercial Property Owners – Commercial property owners use cost segregation studies to identify and reclassify personal property assets to shorten the depreciation time for           taxation purposes thus reducing current income tax obligations.
  • Property Tax Mitigation – A comprehensive property tax review provides a fair and equitable assessment of asset value with the potential to decrease companies’ expense and create             immediate cash flow for commercial property owners / real estate investors.
  • Hiring Tax Incentives (WOTC/HUD) – Local, State, and Federal tax incentive programs allow employers to reduce taxable liability of private-for-profit employers for the hiring of qualified individuals.              Tax credits can range from $2,400 to $9,600 per qualified hire.
  • Employee Retention Credit – The Employee Retention Credit is a refundable tax credit intended to encourage businesses to continue to pay employees throughout government shutdowns during the Covid-19 pandemic.

To see your potential savings estimate click here

Show Me My Property tax Savings
See My Employee Tax Credits

Growth Management Group

Our Tax Management System and Specialized Tax Incentive Service, has yielded over $500M for clients to date.  Tax services include:

Cost Segregation for Commercial Property Owners – Commercial property owners use cost segregation studies to identify and reclassify personal property assets to shorten the depreciation time for taxation purposes thus reducing current income tax obligations.

R&D Tax Credit for Manufacturers & Technical Based Companies – The Research and Development Tax Credit enacted in 1981 to encourage American investment in innovation. Manufacturers and other technical based operations often qualify for lucrative tax credits based on qualified activities.

Property Tax Mitigation – A comprehensive property tax review provides a fair and equitable assessment of asset value with the potential to decrease companies expense and create immediate cash flow for commercial property owners / real estate investors.

Hiring Tax Incentives (WOTC/HUD) – Local, State, and Federal tax incentive programs allow employers to reduce taxable liability of private-for-profit employers for the hiring of qualified individuals.  Tax credits can range from $2,400 to $9,600 per qualified hire

And more…

Show Me My Property tax Savings
See My Employee Tax Credits

Shipstore

ORDERTRACK – The SHIPSTORE OrderTrack feature allows you to keep track of all shipments from one easy location. Instead of having to go to multiple different carrier websites to find the status of your shipment, we combine all status reports into one simple screen. You can also share this feature with your clients allowing them easy access to their shipment status as well.

PROFILE BUSINESS LOGIC LAYER – The SHIPSTORE Profiles Business Logic Layer is a unique feature that allows you to customize all of your different customers’ business logic through the use of profiles. Controlling unique logic needs for your customers, including automatically running processes, to defaults, settings, markups and building queries all through one common interface.

BATCH PROCESSING – The SHIPSTORE Batch Processing feature allows you to import a batch file into the system and process all shipments at once through our customizable templates.

LTL RATE MANAGEMENT – The SHIPSTORE LTL Rate Management allows you to import rates for LTL carriers that do not have API’s. Now you can rateshop your local carriers along with the larger ones to ensure you are getting the best rate possible.

LTL/SMALL PARCEL COMPARISON – The SHIPSTORE LTL/Small Parcel Comparison feature gives you the option to rate a shipment to determine whether it would be more cost effective to move small parcel or LTL depending on the size and weight of the packages. This is convenient when comparing LTL to hundredweight services.

And More…

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Rellevate

A Rellevate digital account enables employers to give employees immediate access to earned pay, without waiting until the next payday.

  • Access your Money – Anytime
  • Advance up to 50% of Your Pay
  • Deposit into any Bank Account in the U.S.
  • Transaction Fee of $2.95 per Advance
  • Automatic Repayment on Payday
  • It’s an Advance – Not a Loan, No Interest (APR) Paid

*Pay Any-Day is Available to Employees through eligible Employers

 

With Rellevate, employers can offer employees the option of a full featured Digital Account to manage their day-to-day finances.

  • Digital Account with Earnings Credit
  • Pay Any-Day
  • Visa® Debit Card
  • Bill Pay
  • Send Money
  • In Network ATM Access

*Digital Account available without Pay Any-day for consumers not affiliated with a participating Employer

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FINANCIAL TECHNOLOGY

Online Banking Solutions…

Our partner firm offers an FDIC backed digital consumer financial services platform that facilitates consumer access and use of their money, anytime…anywhere. Offered primarily through employers as         an employee benefit and accessed securely via web responsive online platform.

The feature product is Pay Any-Day, which enables employees to access their earned wages between pay periods.

In addition to Pay Any-Day, our Digital Account with Earnings Credit includes a Visa® Debit Card, Online Bill Pay and Person to Person (P2P) Payments (US, including Puerto Rico).

Employer Benefit

  • Pay Any-Day
  • Increases Employee Retention
  • Zero Cost to Employers
  • New Hire Incentive
  • Branded Employer Portal
  • VISA® Reward Cards
Accounts Payable Automation…

We make B2B payments easy and automatic for any size business so Accounts Payable (AP) teams can eliminate manual processes that slow down revenue growth.

Automate, optimize, and monetize your invoice-to-pay cycle.

From supplier enablement and invoice processing to supplier payments and reconciliation and reporting, our partner’s system sets the standard with an integrated B2B platform that streamlines workflows, enhances visibility and connectivity, and delivers value across the invoice-to-pay lifecycle. Whether your department is automating for the first time, ready to upgrade its existing AP automation technology, or searching for ways to complete the ‘last mile of automation,’ we can help.

Our Solutions

  • Virtual Cards – A unique electronic credit card number assigned to each invoice or transaction, allowing for fast settlement, solid security, and perfected reconciliations.
  • Ghost Cards -A type of virtual card that can be opened for recurring transactions to the same vendor or used for multiple transactions across different vendors.
  • B2B Payments Network – A proprietary network for secure electronic payments. See invoice-level transaction details and earn a rebate on every bill paid.
  • ACH – Payment funds are pushed directly into the supplier’s bank account and are usually received within one business week with no supplier fees.
  • Foreign Exchange – Payments made in over 18 countries and 140+ currencies with zero cross-border fees regardless of different issuance and settlement locations.
  • Checks – When your suppliers ask for check payments, we can automate the process by printing, signing, stuffing, and sending your check payments.
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ALGORITHMIC COST OPTIMIZATIONS

Our Value Proposition…

Running a business is hard enough during these most challenging of times, but also trying to navigate the costs of your indirect expenses is a time-sapping diversion from your core business and truly an exercise for specialists.

We relieve you of this major headache and ensure your costs are best-in-class. Our watchdog service provides you ongoing peace of mind

Our Unique Services…

  • Credit Card Merchant Processing Fee Audit
  • Industrial Uniform & Linen Laundry Audit
  • Utilities Billing Audit; Electricity, Gas, Water, Waste & Telecom
  • Wireless Services Audit
  • Workers Compensation Insurance Premium Audit

What We Bring to the Table…

  • Five unique solutions that will create a significant reduction in your indirect operating expenses.
  • All Programs are contingency-based.
  • All Solutions are performed by our niche specialist, subject-matter-expert Teams.
  • All programs require little resource or disruption of your part.

Never an Up-Front Cost…

Not only are we contingency-based, but there is never an up-front cost for our services. Our subject-matter-expert audit teams will do the analysis of your selected services at no cost to you. And, you will always have the option of adjusting the scope of their audits.

Qualifying Spend…

  • Industrial Uniform & Linen Laundry Service Billing Audit (minimum qualification: Laundry $100,000 annual spend across all rooftops)
  • Electricity, Gas, Water, Waste & Telcom Billing Audit (Utility $100,000 annual spend per rooftop)
  • Wireless Services Billing Audit (Wireless $25,000 annual spend)
  • Merchant Processing Credit Card Fee Audit ($300,000 annual gross sales)
  • Workers Compensation Insurance Premium Audit (Workers Comp $40,000 annual premium)
Schedule a Demo Call