HR & Leadership Solutions

Show the financial impact of people decisions—no guesswork, just ROI.

Optimo helps HR and executive leaders translate engagement, attrition, and manager effectiveness into boardroom-ready ROI. From CFO-friendly turnover models to real-time performance dashboards, our platform turns workforce insights into bottom-line outcomes—fast. No guesswork, just clear business value.

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Executive Financial Impact View – Real-time turnover-cost modeling that converts attrition and engagement into board-level ROI
Executive Financial Impact View – Real-time turnover-cost modeling that converts attrition and engagement into board-level ROI
Executive Financial Impact View – Real-time turnover-cost modeling that converts attrition and engagement into board-level ROI
Executive Financial Impact View – Real-time turnover-cost modeling that converts attrition and engagement into board-level ROI
Unified People-Analytics Dashboard – One view to monitor regrettable churn, HiPo pipelines, and productivity levers.
Unified People-Analytics Dashboard – One view to monitor regrettable churn, HiPo pipelines, and productivity levers.
Unified People-Analytics Dashboard – One view to monitor regrettable churn, HiPo pipelines, and productivity levers.
Unified People-Analytics Dashboard – One view to monitor regrettable churn, HiPo pipelines, and productivity levers.
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Turn engagement into EBITDA—before your next board meeting.
See how Optimo quantifies retention wins, leadership impact, and real ROI.

-20%

Reduction in Employee Churn in Year 1 — Tracked in the Optimo platform

-20%

Reduction in Employee Churn in Year 1 — Tracked in the Optimo platform

-20%

Reduction in Employee Churn in Year 1 — Tracked in the Optimo platform

-20%

Reduction in Employee Churn in Year 1 — Tracked in the Optimo platform

15%

Improvement in manager effectiveness, tied to measurable productivity gains

15%

Improvement in manager effectiveness, tied to measurable productivity gains

15%

Improvement in manager effectiveness, tied to measurable productivity gains

15%

Improvement in manager effectiveness, tied to measurable productivity gains

$1.2m

CFO-ready retention savings quantified directly in-platform—every retention win, translated into real dollars.

$1.2m

CFO-ready retention savings quantified directly in-platform—every retention win, translated into real dollars.

$1.2m

CFO-ready retention savings quantified directly in-platform—every retention win, translated into real dollars.

$1.2m

CFO-ready retention savings quantified directly in-platform—every retention win, translated into real dollars.

HR & Leadership Solutions

Feature Focus

Executive Financial Impact View Report

Export executive-level reports at the click of a button in any file format. Uncover high-performing managers, and those needing help. Spot areas of risk across business units in real time to take swift action.

Executive Financial Impact View Report

Export executive-level reports at the click of a button in any file format. Uncover high-performing managers, and those needing help. Spot areas of risk across business units in real time to take swift action.

Executive Financial Impact View Report

Export executive-level reports at the click of a button in any file format. Uncover high-performing managers, and those needing help. Spot areas of risk across business units in real time to take swift action.

Executive Financial Impact View Report

Export executive-level reports at the click of a button in any file format. Uncover high-performing managers, and those needing help. Spot areas of risk across business units in real time to take swift action.

Real-Time People-Analytics Dashboard

Monitor retention, engagement and productivity in one live view. Surface trends by function, location or demographic instantly. Prioritise high-impact actions with metrics tied to bottom-line ROI.

Real-Time People-Analytics Dashboard

Monitor retention, engagement and productivity in one live view. Surface trends by function, location or demographic instantly. Prioritise high-impact actions with metrics tied to bottom-line ROI.

Real-Time People-Analytics Dashboard

Monitor retention, engagement and productivity in one live view. Surface trends by function, location or demographic instantly. Prioritise high-impact actions with metrics tied to bottom-line ROI.

Real-Time People-Analytics Dashboard

Monitor retention, engagement and productivity in one live view. Surface trends by function, location or demographic instantly. Prioritise high-impact actions with metrics tied to bottom-line ROI.

Predictive Attrition & Engagement Alerts

Optimo AI flags teams at risk weeks before resignations land. Instant Slack/email alerts include the financial cost of inaction. Intervene early to cut preventable churn and protect revenue.

Predictive Attrition & Engagement Alerts

Optimo AI flags teams at risk weeks before resignations land. Instant Slack/email alerts include the financial cost of inaction. Intervene early to cut preventable churn and protect revenue.

Predictive Attrition & Engagement Alerts

Optimo AI flags teams at risk weeks before resignations land. Instant Slack/email alerts include the financial cost of inaction. Intervene early to cut preventable churn and protect revenue.

Predictive Attrition & Engagement Alerts

Optimo AI flags teams at risk weeks before resignations land. Instant Slack/email alerts include the financial cost of inaction. Intervene early to cut preventable churn and protect revenue.

One-Click Action Engine for Manager Interventions

Convert insights into tailored playbooks with a single click. Automated nudges guide managers through proven retention steps. Completion and ROI track automatically, no extra admin.

One-Click Action Engine for Manager Interventions

Convert insights into tailored playbooks with a single click. Automated nudges guide managers through proven retention steps. Completion and ROI track automatically, no extra admin.

One-Click Action Engine for Manager Interventions

Convert insights into tailored playbooks with a single click. Automated nudges guide managers through proven retention steps. Completion and ROI track automatically, no extra admin.

One-Click Action Engine for Manager Interventions

Convert insights into tailored playbooks with a single click. Automated nudges guide managers through proven retention steps. Completion and ROI track automatically, no extra admin.

HiPo Profile & Pipeline Tracking

Visualise every high-potential’s trajectory, skills and readiness. Map succession plans beside risk scores and promotion timelines. Keep the leadership bench full and attrition risk near zero.

HiPo Profile & Pipeline Tracking

Visualise every high-potential’s trajectory, skills and readiness. Map succession plans beside risk scores and promotion timelines. Keep the leadership bench full and attrition risk near zero.

HiPo Profile & Pipeline Tracking

Visualise every high-potential’s trajectory, skills and readiness. Map succession plans beside risk scores and promotion timelines. Keep the leadership bench full and attrition risk near zero.

HiPo Profile & Pipeline Tracking

Visualise every high-potential’s trajectory, skills and readiness. Map succession plans beside risk scores and promotion timelines. Keep the leadership bench full and attrition risk near zero.

Board-Ready PDF Export Tools

Package any dashboard view into a polished PDF in seconds. Embed ROI visuals and narrative commentary for board consumption. Arm executives with data-backed stories, no analyst required.

Board-Ready PDF Export Tools

Package any dashboard view into a polished PDF in seconds. Embed ROI visuals and narrative commentary for board consumption. Arm executives with data-backed stories, no analyst required.

Board-Ready PDF Export Tools

Package any dashboard view into a polished PDF in seconds. Embed ROI visuals and narrative commentary for board consumption. Arm executives with data-backed stories, no analyst required.

Board-Ready PDF Export Tools

Package any dashboard view into a polished PDF in seconds. Embed ROI visuals and narrative commentary for board consumption. Arm executives with data-backed stories, no analyst required.

Hello 👋, I'm Dan, from Marketing & Sales

Let me know if you have any questions about Optimo

Hello 👋, I'm Dan, from Marketing & Sales

Let me know if you have any questions about Optimo

Hello 👋, I'm Dan

Let me know if you have any questions about Optimo

Hello 👋, I'm Dan, from Marketing & Sales

Let me know if you have any questions about Optimo

Executive Financial Impact View

Executive Financial Impact View

Our Customers Sat it Best

  • Holt Renfrew

    Training Session Participant

    "A really engaging and knowledgeable instructor. The facilitator has a warm and welcoming energy which really engages you in the conversation and makes you want to be a part of his lesson."

  • Testimonial-Image-02

    Phreesia

    Training Session Participant

    "I really liked that in this session, you could participate at whatever level and in whatever way made you feel most comfortable. For a topic such as this, I think being as comfortable as possible while you’re participating in a training opens you up to absorbing more of the information."

  • Testimonial-Image-03

    Sirius XM

    Workshop Participant

    "Lot of information and data was shared in a digestible format. I liked the ability to write comments in an interactive way using audience polling."

  • Testimonial-Image-03

    Federation of Canadian Municipalities

    Training Session Participant

    "Very interesting information. Reminded me of some real cases I face in my career."

  • Pathways International

    Workshop Session Participant

    "Our facilitator was fantastic. This is the 2nd time she did a workshop with us. She is amazing in explaining situation, makes the environment very welcoming and supportive. She finds ways to let everyone participate in their own comfortable level."

Our Customers Sat it Best

  • Holt Renfrew

    Training Session Participant

    "A really engaging and knowledgeable instructor. The facilitator has a warm and welcoming energy which really engages you in the conversation and makes you want to be a part of his lesson."

  • Testimonial-Image-02

    Phreesia

    Training Session Participant

    "I really liked that in this session, you could participate at whatever level and in whatever way made you feel most comfortable. For a topic such as this, I think being as comfortable as possible while you’re participating in a training opens you up to absorbing more of the information."

  • Testimonial-Image-03

    Sirius XM

    Workshop Participant

    "Lot of information and data was shared in a digestible format. I liked the ability to write comments in an interactive way using audience polling."

  • Testimonial-Image-03

    Federation of Canadian Municipalities

    Training Session Participant

    "Very interesting information. Reminded me of some real cases I face in my career."

  • Pathways International

    Workshop Session Participant

    "Our facilitator was fantastic. This is the 2nd time she did a workshop with us. She is amazing in explaining situation, makes the environment very welcoming and supportive. She finds ways to let everyone participate in their own comfortable level."

Our Customers Sat it Best

  • Holt Renfrew

    Training Session Participant

    "A really engaging and knowledgeable instructor. The facilitator has a warm and welcoming energy which really engages you in the conversation and makes you want to be a part of his lesson."

  • Testimonial-Image-02

    Phreesia

    Training Session Participant

    "I really liked that in this session, you could participate at whatever level and in whatever way made you feel most comfortable. For a topic such as this, I think being as comfortable as possible while you’re participating in a training opens you up to absorbing more of the information."

  • Testimonial-Image-03

    Sirius XM

    Workshop Participant

    "Lot of information and data was shared in a digestible format. I liked the ability to write comments in an interactive way using audience polling."

  • Testimonial-Image-03

    Federation of Canadian Municipalities

    Training Session Participant

    "Very interesting information. Reminded me of some real cases I face in my career."

  • Pathways International

    Workshop Session Participant

    "Our facilitator was fantastic. This is the 2nd time she did a workshop with us. She is amazing in explaining situation, makes the environment very welcoming and supportive. She finds ways to let everyone participate in their own comfortable level."

Our Customers Sat it Best

  • Holt Renfrew

    Training Session Participant

    "A really engaging and knowledgeable instructor. The facilitator has a warm and welcoming energy which really engages you in the conversation and makes you want to be a part of his lesson."

  • Testimonial-Image-02

    Phreesia

    Training Session Participant

    "I really liked that in this session, you could participate at whatever level and in whatever way made you feel most comfortable. For a topic such as this, I think being as comfortable as possible while you’re participating in a training opens you up to absorbing more of the information."

  • Testimonial-Image-03

    Sirius XM

    Workshop Participant

    "Lot of information and data was shared in a digestible format. I liked the ability to write comments in an interactive way using audience polling."

  • Testimonial-Image-03

    Federation of Canadian Municipalities

    Training Session Participant

    "Very interesting information. Reminded me of some real cases I face in my career."

  • Pathways International

    Workshop Session Participant

    "Our facilitator was fantastic. This is the 2nd time she did a workshop with us. She is amazing in explaining situation, makes the environment very welcoming and supportive. She finds ways to let everyone participate in their own comfortable level."

Optimo turns people data into a business case—so HR secures budget, leads with confidence, and drives change.

Schedule a consultation with one of our subject matter experts today to book your 15-minute ROI walkthrough

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Optimo turns people data into a business case—so HR secures budget, leads with confidence, and drives change.

Schedule a consultation with one of our subject matter experts today to book your 15-minute ROI walkthrough

Human faces
CTA-Image
Human faces
CTA-Image
CTA-Shape

Optimo turns people data into a business case—so HR secures budget, leads with confidence, and drives change.

Schedule a consultation with one of our subject matter experts today to book your 15-minute ROI walkthrough

Human faces
CTA-Image
Human faces
CTA-Image

Optimo turns people data into a business case—so HR secures budget, leads with confidence, and drives change.

Schedule a consultation with one of our subject matter experts today to book your 15-minute ROI walkthrough

Human faces
CTA-Image
Human faces
CTA-Image
CTA-Shape

Frequently asked questions

Ask everything you need to know about our products and services.

What is Optimo?

Optimo is an integrated HR platform designed to help organizations retain top talent, develop high-potential employees, and empower managers. It brings together real-time people analytics, development tools, and actionable insights—all within one flexible and user-friendly system.

Who is Optimo for?

What problems does Optimo solve?

What makes Optimo different from other HR platforms?

Can Optimo integrate with our existing HRIS?

Does Optimo support mentorship?

Does it support Slack or Teams integration?

How does Optimo demonstrate ROI?

What does the onboarding process look like?

How often do users engage with Optimo?

Frequently asked questions

Ask everything you need to know about our products and services.

What is Optimo?

Optimo is an integrated HR platform designed to help organizations retain top talent, develop high-potential employees, and empower managers. It brings together real-time people analytics, development tools, and actionable insights—all within one flexible and user-friendly system.

Who is Optimo for?

What problems does Optimo solve?

What makes Optimo different from other HR platforms?

Can Optimo integrate with our existing HRIS?

Does Optimo support mentorship?

Does it support Slack or Teams integration?

How does Optimo demonstrate ROI?

What does the onboarding process look like?

How often do users engage with Optimo?

Frequently asked questions

Ask everything you need to know about our products and services.

What is Optimo?

Optimo is an integrated HR platform designed to help organizations retain top talent, develop high-potential employees, and empower managers. It brings together real-time people analytics, development tools, and actionable insights—all within one flexible and user-friendly system.

Who is Optimo for?

What problems does Optimo solve?

What makes Optimo different from other HR platforms?

Can Optimo integrate with our existing HRIS?

Does Optimo support mentorship?

Does it support Slack or Teams integration?

How does Optimo demonstrate ROI?

What does the onboarding process look like?

How often do users engage with Optimo?

Frequently asked questions

Ask everything you need to know about our products and services.

What is Optimo?

Optimo is an integrated HR platform designed to help organizations retain top talent, develop high-potential employees, and empower managers. It brings together real-time people analytics, development tools, and actionable insights—all within one flexible and user-friendly system.

Who is Optimo for?

What problems does Optimo solve?

What makes Optimo different from other HR platforms?

Can Optimo integrate with our existing HRIS?

Does Optimo support mentorship?

Does it support Slack or Teams integration?

How does Optimo demonstrate ROI?

What does the onboarding process look like?

How often do users engage with Optimo?