AI Transformation · Process · Results

AI that works.
Not just pilots.

We help mid-market companies cut through the confusion, focus on what matters, and implement AI that delivers real, measurable results — fast.

Book a free diagnostic call Calculate your ROI →
Financial Services
Automation · Risk · Client intelligence
Manufacturing & Supply Chain
Efficiency · Forecasting · Quality
Retail & E-Commerce
Margin · Inventory · Customer ops
Use case prioritization built in
ROI modeled before you commit
Governance & stage gates included
Results in 90 days or less
Why AI Projects Fail

Most AI initiatives stall
before they deliver anything.

01
No one understands what AI actually is
Confusion about what's possible leads to fear, resistance, and projects that never get off the ground.
02
Pilots get stuck in bureaucracy
Scattered projects, overlapping initiatives, no shared prioritization. Energy spent, nothing delivered.
03
Value is promised but never measured
Without a real business case anchoring the work, AI initiatives collapse under internal resistance.
What Makes Us Different

Four reasons clients choose
Optimus Insights.

1
We understand your pain — and we're honest about it
We've seen every version of AI failure across industries. We know where it breaks down and we tell you the truth — even when it's not what you want to hear.
No agenda. No pitch.
2
No bureaucracy. You work directly with us.
No layers, no handoffs to junior staff. The people you talk to are the people who do the work. Fast decisions, fast results.
Direct. Agile. Accountable.
3
Proven tools. No experiments on your business.
We use what works. Tested platforms, proven methodologies, real implementation experience. If you want bleeding edge, we're not the right fit — and we'll say so.
Practical. Reliable. Proven.
4
Quick wins first. Built to scale.
We start with your processes and your data — find immediate wins to prove value, then build the foundation to scale. Results you can see, then results that last.
Process-first. Outcome-driven.
Our Methodology

The CLEAR Framework™

A structured, repeatable approach to AI transformation — built on process discipline and data readiness, not technology hype.

C
Capture
Map processes · Surface opportunities
Decompose your operations end-to-end. Identify where manual work, errors, and bottlenecks are costing you — before any AI is selected.
L
Layer
Prioritize · Quantify value
Score every opportunity by business impact, data readiness, and feasibility. Know exactly which AI investments are worth making — and which aren't.
E
Engineer
Design · Govern · Validate
Design the right solution — integration, automation, or AI — with governance and stage gates built in. No surprises mid-implementation.
A
Activate
Deploy · Enable · Win early
Quick wins first. Embed AI into real workflows — not bolt-on dashboards. Train your team. Build momentum that sustains itself.
R
Return
Measure · Prove · Scale
Track outcomes in the language of your business — FTE, cost, cycle time, revenue. Prove the value. Then scale what works.
Who We Are

Big Four rigor.
Built for the mid-market.

Optimus Insights was founded by two former Big Four principals who have spent their careers inside the institutions they now serve — not advising from a distance, but running the programs, building the teams, and delivering the results.

Between us, we bring decades of experience leading AI and operational transformation across Big Four consulting, regional banking, financial services, and global technology. We've built AI governance frameworks from scratch. We've stood up process centers of excellence. We've run multi-million dollar transformation portfolios. We've directed post-merger integrations and implemented automation programs that eliminated hundreds of thousands of hours of manual work annually.

We built Optimus Insights because mid-market companies deserve access to that level of expertise — senior-led, process-first, and built around measurable outcomes. Not junior teams running enterprise playbooks on mid-market budgets. The real thing.

Lennie Ignatowski
Co-Founder & Managing Principal

Former Big Four Senior Manager and SVP at a Top 25 U.S. regional bank. 20 years leading AI and operational transformation across financial services and global technology. Currently delivering enterprise AI transformation at a leading global consultancy — including AI strategy, automation, and machine learning programs for Fortune 500 companies. Built and led transformation programs at scale — including a Process Center of Excellence generating millions in annual savings and a $10M+ transformation portfolio at a major regional bank.

AI & Automation Strategy Lean Six Sigma Black Belt MBA PMP ITIL
Philip Li
Co-Founder & Managing Principal

Former Big Four Senior Manager at Deloitte and PwC with 15+ years leading transformation programs across financial services and federal institutions. Led the GenAI PMO at a major mortgage enterprise, prioritizing 10+ AI use cases projected to generate $10M+ in savings. Directed a $375B asset management automation program that eliminated 410,000 work hours annually. Deep expertise in AI governance, data strategy, program management, and change leadership.

AI & Automation Strategy Lean Six Sigma MBA ITIL
Our Services

Right-sized for where
you are right now.

Start with a diagnostic. Build a roadmap. Retain us as you execute. Every engagement is scoped to deliver clear value — no bloated timelines, no wasted time.

Entry Point
AI Diagnostic Snapshot
You know AI matters — but not where to start. In two weeks, we assess your operations, data, and readiness, then deliver a prioritized opportunity report that shows exactly where AI will move the needle and in what order. Fast, focused, and immediately actionable.
From $10K
2-week engagement
Learn more
★ Strategic Roadmap
CLEAR Roadmap
You have a specific outcome in mind — a revenue target, a cost reduction, an operational gain. The CLEAR Roadmap builds the detailed plan to get you there. We apply the full CLEAR Framework across your operations, quantify every opportunity, and deliver a transformation roadmap your team can execute — with or without us.
From $55K
10–12 week engagement
Learn more
Ongoing Advisory
AI Operations Retainer
AI transformation doesn't end when the engagement does. The retainer keeps us in your corner as you execute your roadmap — available for strategic decisions, new use cases, and implementation support without the overhead of a full engagement.
From $7,500
Monthly retainer
Learn more
★ Full Transformation
CLEAR Transformation Program
The complete AI transformation engagement. We don't just build the roadmap — we drive the implementation. From process foundation to live AI deployment, team enablement, and ROI measurement, we run the program end to end. The AI equivalent of a digital transformation — scoped to your objectives, delivered by senior principals who do the work.
From $165K
Scoped to engagement
Learn more

Add-on available: AI Workforce Enablement Workshop — from $15K. Ask us about bundling with any engagement.

The Honest Difference

Not what you've heard before.
What you actually need.

What you've experienced
✕Vendors who lead with their product, not your problem
✕Pilots that stall and quietly get abandoned
✕AI applied to symptoms, not root causes
✕ROI promised but never actually tracked
✕Junior teams doing the work after the sale
✕Experimental tools tested on your business
What Optimus Insights delivers
✓We start with your process and data — AI comes after
✓Structured delivery with stage gates that keep projects on track
✓Root cause analysis before any solution is designed
✓ROI modeled upfront, measured throughout
✓You work directly with the people doing the work
✓Proven tools only — reliable results, no surprises
90d
To measurable operational results
4x
Offerings covering every stage of the journey
3
Verticals: Financial, Manufacturing, Retail
100%
Tool-agnostic — we never resell technology

Ready to cut through
the noise?

Book a free 30-minute call. We'll tell you exactly where AI can move the needle in your business — no pitch, no obligation.

Book a free diagnostic call

30 minutes · No commitment · Real answers