OPTI Clients

hervis Hervis Sports
pluxee Pluxee
inmsc INSMC
tiparituri-vechi Old Prints
zentiva Zentiva
origin-data Origin Data
winmasters Winmasters
cnas CNAS
art ART

Where does information get fragmented?

In 30 min we identify the sources, the access and the integrations.
Assess the data flow
Case study
Improved lead traceability through automated UTM capture
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Insight
Healthcare data integration in 2026: 24 AI application patterns across CRM, ERP,…
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Where data and processes get fragmented

1

Data has different sources and rules

CRM, ERP, EHR, imaging and research do not share the same objects with unique identifiers.
2

Integrations are critical, but sensitive

Data must move between systems without losing permissions, traceability and purpose of use.
3

AI can help without taking over decisions

Search, document AI and recommendations are useful when permissions and human approval are respected.

Medical databases are fragmented

A distributor works with customers, SKUs, prices and stock. A clinician works with patients, visits, results and medication. Research uses studies, cohorts and experiments. Procurement uses suppliers, contracts and assets.

This fragmentation is not just technical debt; it is essential in pharma.

Software architecture identifies the data that can be centralized while preserving traceability.

A better foundation for data, integration and decisions

Core systems take priority

For each application, we first establish where the authoritative information lives, how it can be accessed, who can use it and which rules must be followed.

AI can be integrated under strict control for extraction, search, forecasting, recommendations, generation or auditable actions.

  • Core system: ERP, CRM, EHR/PACS or research environment
  • Integrations: API, FHIR, DICOM, EDI or SQL, as applicable
  • Permissions: access only for the necessary purpose
  • Determinism: clinical/commercial rules remain verifiable
  • Audit: logs, traceability and identifier preservation
Medical AI applications require integration, permissions and deterministic rules before AI-assisted actions
Medical AI applications require integration, permissions and deterministic rules before AI-assisted actions

AI can be most useful for fast search

Some of the most useful AI applications do not make decisions at all. They quickly find relevant information, structure documents or prepare a result for a professional who reviews it.

The sources are clear, the output can be traced, and the responsible person stays in control.

Realistic preparation for AI projects in industrial environments
Map the workflow with OPTI
AI SALES 2.0 PLATFORM

What does the document AI and AI search support module look like?

When information is scattered across documents, guidelines, procedures or internal databases, the value comes from quickly finding the right source and identifying the sources.
  • indexing and search across fragmented sources
  • answers tied to the source document and passage
  • comparison and synthesis across relevant sources
  • permissions and separation between data collections
  • useful for support, operations and knowledge transfer
See the module in detail
AI Sales 2.0 UI example

Relevant services

Data, Analytics & AI

Integration, analytics, search and audited AI applications.
See the service

Software & Modernization

Portals, applications and custom integrations with security-by-design.
See the service

Security and resilience

Access, hardening, continuity and protection of critical infrastructure.
See the service

Success Stories

Case Study: Advanced Lead Tracking in HubSpot Case Study: Advanced Lead Tracking in HubSpot
Improved lead traceability through automated UTM capture
Case Study: Building an Academic Website (CCEA) Case Study: Building an Academic Website (CCEA)
Maximum beneficiary control over website content
Case Study: Delivering Cybersecurity Awareness Training Case Study: Delivering Cybersecurity Awareness Training
Improved cybersecurity awareness and compliance

How we work

1

Purpose and responsibility

We define the user, the result and the consequence of an error.
2

Systems and data

We identify the sources of record and the required permissions.
3

Controlled architecture

We separate the integration, the rules and the AI function.
4

Pilot and validation

We test on bounded data and workflows, with an explicit reviewer.
5

Launch and audit

We monitor usage, security and results after go-live.

What our clients say

Quick Questions

Are the software solutions you develop compliant with GDPR and HIPAA?

Yes, all our medical software solutions are designed to be compliant with strict GDPR and HIPAA regulations, ensuring patient data security and confidentiality. We hold an ISO 27001 certification for information security management.

What features do you offer for a patient portal?

A patient portal can include online appointments, secure access to medical results, encrypted communication with doctors, treatment plan management, and educational resources, all within an intuitive and secure interface.

How can you support data management for clinical trials?

We develop custom CRM systems to optimize the collection and management of data from clinical trials. Our solutions allow for precise tracking of participant responses and facilitate rapid analysis of results.

Can you integrate the new software with the medical ERP system we already use?

Yes, we specialize in interconnecting databases and integrating new software with existing medical ERP systems. We ensure a unified and efficient data flow, eliminating information silos.

Map the workflow with OPTI

Relevant Insights & Guides