Optimize · With guidance

Less unnecessary work. With one permanent contact.

Optimize is for businesses that want to take load off their team and move faster than they could on their own in the portal. We go through your processes step by step and set up the solutions in your accounts: shop or portal instead of email, interfaces instead of retyping, fixed rules and small custom software. AI only where it helps. Optional check-ins for a monthly fee per process, not a requirement. Shops run in your accounts. We set up hosting and interfaces; updates and checks are optional. You or your shop partner maintain products, content, apps and marketing.

  • One permanent contactRegular calls at a fixed rhythm
  • Care on requestRuns in your accounts, check-ins on request.
  • You chooseYou set how independently each process runs
Example: one process after anotherWith guidance
  1. CallChoose the next process together

    The one that costs the most time today.

  2. ProposalDescribed in the portal, at a fixed price

    What changes and how independently it should run.

  3. ImplementationBuilt, tested, live
    • Tested with real data
    • Every step logged
  4. Care on requestCare on request

    Runs in your accounts, check-ins on request.

Approve the next process?

What we actually do

Optimize brings the five areas together in an ongoing partnership.

One permanent contact

Someone who knows your business, just like your tax adviser. Regular calls at a fixed rhythm.

Processes step by step

We go through your processes one after another, starting with the one that costs the most time. Every step has a clear result.

Unnecessary work gone

Shop or portal instead of email, interfaces instead of retyping, fixed rules and small custom software. AI only where it helps. Shops run in your accounts. We set up hosting and interfaces; updates and checks are optional. You or your shop partner maintain products, content, apps and marketing.

Care on request

We set everything up in your own accounts. They belong to you; we are only invited. If you like, we keep an eye on things for a monthly fee. It is not required.

Autonomy in your solution

You set one of four autonomy levels for each process and can change it at any time. Our default is level 2: “Software does it, a person approves”. At level 4, software decides according to your rules. The level also applies to money, contracts and customer contact. Your solution checks it before every action and logs what happens. You handle approvals directly in your solution, for example by email, Teams or app.

You choose how independently each process runs.

You set one of four autonomy levels for each process and can change it at any time. Our default is level 2: “Software does it, a person approves”. At level 4, software decides according to your rules. The level also applies to money, contracts and customer contact. Your solution checks it before every action and logs what happens. You handle approvals directly in your solution, for example by email, Teams or app.

  1. 01

    People do it, software helps

    Templates, forms and reminders take tasks off your team’s hands. Work goes on as before.

  2. 02

    Software does it, a person approves

    The process prepares everything, a person checks and approves. Our standard at the start.

  3. 03

    Software does it, a person checks exceptions

    Routine runs by itself according to rules, with spot checks. If something deviates, the process reports it.

  4. 04

    Software decides according to your rules: everything logged, changeable at any time

    You define which processes may run autonomously and where their limits lie. Agents follow your operating procedures; if a rule is missing, they ask.

Your solution checks the chosen level before every action, requests any required approvals and logs what happens.

Typical examples

This is what Optimize can look like in typical businesses. These are examples, not customer cases.

Trades · Roofing

Enquiries, quotes, appointments

TodayEnquiries come in by phone, email and messenger. Quotes are written in the evening from old templates.

AfterwardsEnquiries come in through a form with photos and measurements. Quotes are drafted, the owner reviews and sends them.

Trade · Wholesale

From order to invoice

TodayOrders by email, invoices by hand, payment reminders by feel. Every step depends on one person.

AfterwardsDealers order in the portal, invoices are created from the order, payment reminders go out by rule. The team handles special cases.

Services · Architecture office

Projects and billing

TodayHours, project status and invoices sit in three programs. At month end everything is pieced together.

AfterwardsHours flow into billing per project, a short report shows the status. You approve billing in your solution.

How it works

In the customer portal after launch: see every step and approve the commission before we implement it.

  1. 01

    Describe

    In the customer portal after launch: You describe where your business stands today and what holds your team up most. An initial call follows.

  2. 02

    Proposal

    We propose which processes we tackle in which order and what the guidance looks like.

  3. 03

    Approval

    You approve the plan in the portal, each process individually. In the call we discuss what comes next.

  4. 04

    Implementation and handover

    We build, test with real data and hand over the solution with documentation in your accounts. Process by process, your team gets relief.

How you engage us

The guidance price covers your permanent contact, meetings at a fixed rhythm and ongoing guidance. Implementation: fixed price per outcome. Optional check-ins for a monthly fee per process, not a requirement.

Guidance

One permanent contact, regular calls, a plan and order for your processes.

Implementation

We build each process as a result of its own, test with real data and hand it over documented. You approve each one individually.

Care on request

We set everything up in your own accounts. They belong to you; we are only invited. If you like, we keep an eye on things for a monthly fee. It is not required.

Is this right for you?

A good fit if …

you want to move faster than you could on your own in the portal, would like one permanent contact and want to tackle several processes one after another.

Not a good fit if …

you only want to solve a single process. Then start in the portal and commission it on its own. If your business should become AI-native, Accelerate is the right way.

More about Accelerate

Frequently asked questions

What is the difference to Accelerate?

Optimize takes load off your team: unnecessary work disappears, AI only where it helps. Accelerate goes further and makes your business AI-native, with data in one place, operating procedures and agents with clear permissions. Everything from Optimize is included in Accelerate.

More about Accelerate
What does this mean for our team?

That is your decision. Whether you grow without hiring or your team gets more time for customers is up to you. We make sure unnecessary work disappears.

How often do we talk?

At a fixed rhythm that we agree with you at the start. In between, we work together through the portal: proposals, project approvals and project status.

What does optional care mean?

We set everything up in your own accounts. They belong to you; we are only invited. If you like, we keep an eye on things for a monthly fee. It is not required.

Who decides what runs automatically?

You set one of four autonomy levels for each process and can change it at any time. Our default is level 2: “Software does it, a person approves”. At level 4, software decides according to your rules. The level also applies to money, contracts and customer contact. Your solution checks it before every action and logs what happens. You handle approvals directly in your solution, for example by email, Teams or app.

How to get started

We are opening sign-up for the customer portal shortly. Ask to be notified and you will hear from us first. Would you rather talk right away? Write to us at hallo@fesity.de.

Get notified

Free and without obligation. We store the portal database and project files in the EU.

  1. 01After launch: create an accountName, company and business email. Sign in with a code, without a password.
  2. 02Then: describe a processDescribe your processes in the portal or upload documents. A few sentences are enough. We review your information personally and prepare your preview.
  3. 03Then: talk in person30 minutes by video. We tell you honestly which next step pays off for you.

Once the portal launches, you see your fixed price there before you commit. The account is free; registration is still closed.

Get notified at launch