Case Study: Optimum Safety Management achieves a unified digital operations platform and saves 64 hours/month with Creatio

How Optimum Safety Management is shifting its business processes to a unified digital environment

Optimum Safety Management, a Chicago‑based full‑service safety consulting firm serving the metal, precast and construction industries nationwide, was juggling multiple, non‑user‑friendly CRM and ERP systems that lacked needed customization and scalability for growth and remote offices. The company selected the Creatio platform (implemented with system integrator E6 Solutions) to replace fragmented tools with a single, flexible solution that could unify contacts, accounts and business processes.

Using Creatio’s low‑code platform and automation capabilities, Optimum Safety Management implemented a unified database, end‑to‑end customer journey mapping, ERP integration, invoice templates, project management tools and custom operations workflows. The Creatio solution eliminated 33 Excel spreadsheets and 64 hours of manual effort per month, cut tasks that once took hours or days down to minutes, and delivered clearer resource utilization, order processing and invoicing controls, with further reporting and QuickBooks integration planned.

Optimum Safety Management

Steve Yates

CHST, Chief Executive Officer & Founder