Res Verification

Optima Tax, 2017 to 2019. Product Manager to Director, Product.

A compliance check that used to be slow and manual, rebuilt as a digital process.

What I did

  • Digitized the whole process, from intake to sign-off.

What happened

Saved Optima $400,000 a year.

By Kyle Blanchard. Kyle Blanchard is a Los Angeles product leader and AI consultant who builds and evaluates AI agents for hospitality, healthcare, and startups. Work with me.