AI: STRATEGY · IMPLEMENTATION · OPTERIS AI

AI that moves the business.
Implemented so it sticks.

AI strategy, implementation, and a productized operating system for how your company runs. Led by an operator with twenty years inside HR, people operations, and business systems. We build AI your teams actually use.

Opteris AI connected · memory synced ILLUSTRATIVE
OPTERIS
Ask anything about the business…
0 years in HR and people operations
Ten years in HR and executive leadership, accountable for whether change actually held
Board-advisory & fractional-executive certified
Based in Boston · works nationally
WHY IT STICKS

AI projects don't fail on the model. They fail on the org.

Ten years in HR and executive leadership inside scaling and PE-backed companies taught us exactly where transformation breaks down and how to design around it. The technology is the easy part. Getting an organization to run on it is the work.

Workflows before tools

We map how work actually happens before choosing where AI belongs. No tool-first deployments, no pilots that die in a sandbox. Automation is built into the real workflow.

Adoption by design

Change management is not bolted on at the end. It is the plan. Roles, incentives, training, and communication designed by someone with ten years in HR and executive leadership, accountable for whether change actually held.

ROI that holds

Baselines before we start, measurement while we build, and a management cadence that keeps the gains long after go-live. Where we deploy Opteris AI, the system logs what it did and how long it took, so the value is measured rather than asserted.

SERVICES

Three ways to engage

Two scoped engagements and one productized system. Different entry points, same discipline: AI only counts when the organization actually runs on it.

01

AI Consulting and Strategy

A function-by-function view of where AI creates real value versus where it creates noise. A sequenced roadmap, an honest business case, and the governance to go with it: acceptable use, data handling, and the approval structures that keep AI adoption from happening in the shadows. Board-level advisory available where the conversation belongs at that table.

Best for: leadership teams and boards who know AI matters and need a clear-eyed view of where it creates value, where it creates noise, and what to do first.

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02

AI Implementation

Workflow redesign, automation, and integration built around the systems you have already invested in. Your ERP, your CRM, your HRIS, your finance stack. We build AI into the tools your teams already open every morning rather than adding another one beside them. Built alongside your team, measured against baselines.

Best for: companies with established systems who are ready to move from AI talk to AI in production.

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03

Opteris AI

The system we run our own business on, deployed and customized for yours. One place to ask, persistent memory, workflows that run on their own schedule, and approval before anything consequential happens. Runs on infrastructure you own.

Best for: owner-operated businesses and independent practices where the owner is the bottleneck and the fastest return comes from a system rather than a project.

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OPTERIS AI

Your operating layer

One system behind the business. You message it, it runs the workflows, holds the memory, and answers with what it knows.

One place to askMessage it from your phone. Ask for anything it holds, kick off a workflow, approve what is waiting.
Persistent memoryDecisions, context, quotes, and call history stay in the system. It knows your business and it does not ask you to re-explain.
Automated workflowsRecurring operational work runs on its own schedule, with anything consequential routed to a human for approval.
Inside your wallsRuns on hardware you control, on a private network reachable only by your own permissioned devices. Your data stays yours.
ILLUSTRATIVE
opteris · system ALL SYSTEMS NOMINAL
WORKFLOWS RUN · WK38▲ on cadence
RECEIPTS MATCHED214auto-categorized
AWAITING YOU2approvals pending
ACTIVE WORKFLOWS
Weekly ops summary → your inbox4h ahead of cadence
Receipt matching → QuickBooks214 cleared
Quote follow-up · Whitfield Mechanicalapproval needed
"Two approvals are waiting on you. Everything else ran on schedule."
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HOW WE ENGAGE

Assess. Implement. Embed.

A sequence built so the results are still holding a year from now.

01

Assess

We map how the work actually happens, function by function, and put a value on what AI can recover. You get a written picture before you commit to building anything.

02

Implement

Fixed scope, measured against baselines set on day one. We build inside the systems you already own, alongside the people who will run it, starting with the largest recoverable items.

03

Embed

The part most AI firms skip. Training, management cadence, and ownership transfer. If the people who have to use it are skeptical, hesitant, or have been burned by a rollout before, no amount of good engineering fixes that. Getting an organization to change how it works is people work. Ten years in HR and executive leadership, accountable for whether change actually held, is what makes the results hold long after go-live.

Eric Terwilliger, Founder and Principal of Opteris
20 yrs in HR & people operations
ABOUT THE FOUNDER

Eric Terwilliger

Founder & Principal

Eric brings twenty years in HR and people operations to Opteris, with deep experience inside scaling companies and owner-led businesses navigating rapid change. His career sits at the intersection of people strategy and operational execution.

That's the unusual part of an AI practice: serious working fluency with AI as an analytical and operational tool, paired with the discipline of making change hold. Ten of those years were spent in HR and executive leadership, accountable not for whether a system went live but for whether people actually changed how they worked. He helps owners and leadership teams see where AI creates real value versus where it creates noise, then makes it stick.

Board Advisory Certified Fractional Executive Certified Boston · works nationally
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Let's talk.

No pitch deck. No long intake form. A direct conversation about what you're working on, where AI can move it, and whether we're the right fit.

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