Modules and entities
Areas of Optima and Comarch HR, number of companies, users, and workstations.
Home › Comarch ERP › Comarch ERP Optima and Comarch HR implementation
Comarch Authorized Integrator · Comarch partner since 2003
Comarch ERP Optima and Comarch HR: implementation, development, and integrations
We implement new environments and develop operating Comarch ERP Optima and Comarch HR systems for companies operating in Poland. We analyze the processes and configuration, then configure the system and build the required integrations.
Sound familiar?
Less retyping in accounting and HR, with Optima developed according to a plan
Each situation shows what consumes time today and what the same work looks like after the change.
Before
An accountant classifies an e-invoice manually even though the system can prepare a proposal.
After
An AI feature in Comarch ERP Optima proposes the e-invoice classification, and the accountant reviews and approves it.
AI features in Optima
Before
The chief accountant postpones closing because imported documents require repeated corrections.
After
Documents from other systems enter accounting through an integration, so closing requires fewer manual corrections.
Accounting and integrations
Before
An employee compares bank and accounting data before settling the next payment.
After
Bank data flows into Optima without retyping, and the employee focuses on resolving discrepancies.
Cash, bank, and accounting
Before
An HR specialist checks several screens to prepare the data needed to deregister an employee.
After
The ZWUA documentation agent, a Comarch ERP Optima feature, prepares the deregistration data, and the HR specialist reviews and approves it.
AI in payroll and HR
Before
A report works for one company, but the group still compiles the consolidated result manually.
After
Data from the companies covered by reporting feeds one group report prepared in a separate reporting project.
Reporting from multiple sources
Before
The company is growing, but no one has checked whether the current configuration can support the new processes.
After
The review identifies which parts of the configuration require changes, and system development follows a clear plan.
Configuration review and development
Scope
A new implementation or development of an operating system
We implement and develop Comarch ERP Optima and Comarch HR. We analyze processes, configure the system, build integrations, and prepare users for their work.
Payroll and HR
Comarch HR and HRM
- Payroll and HR processes in the Comarch environment
- Comarch HRM as the standard solution for selected employee processes
- Integration with AMODIT when a process extends beyond standard HRM
- Connections with other systems used by HR
Already using Optima
Development of an operating Optima system
- Review of the version, configuration, modules, and extensions
- Development of features required by company processes
- Integrations with AMODIT and other company systems
- Development plan for the configuration, modules, and integrations
AI in Comarch ERP Optima
AI supports the work; people retain control
Comarch develops ChatERP, AI Agents, OCR, and support for KSeF (Poland's National e-Invoicing System). Astrafox implements and develops Optima and the integrations around it. The availability and operation of vendor features depend on the product, version, modules, licenses, and Comarch terms.
Comarch feature
Comarch ChatERP
It answers questions about system features and data and performs selected tasks.
Comarch feature
AI Agents in Optima
Examples include e-invoice verification, qualification, categorization, and expense coding. The user approves or changes the results.
Comarch feature
OCR and KSeF
Data extraction from documents and support for entering it into the system.
Separate project scope
Integrations, processes, and data beyond standard ERP capabilities
We analyze data from Optima and other systems, build reporting across multiple sources, and automate processes in AMODIT. This work is a separate project from Optima's native AI features.
The availability of Comarch features depends on the version, modules, licenses, and vendor terms.
What we do
We implement, develop, and connect systems
Identify requirements
We organize the process, configuration, data, integrations, and accountability boundaries.
Implement and develop the system
We launch new environments and develop operating systems according to company process requirements.
Connect systems
We define data sources, the direction of exchange, error handling, and accountability for the interface.
Connect HR with the process
When standard HRM does not cover the complete process, Optima exchanges data with AMODIT.
Prepare data for decisions
We assess whether a report in the system is sufficient or a data layer combining several sources is required.
Plan further development
After reviewing the environment, we prepare a development plan for the configuration, modules, and integrations.
Comparison
Optima or XL? Match the system to the processes
There is no need to choose a product before the conversation. Start with the processes and requirements.
| Criterion | Comarch ERP Optima | Comarch ERP XL |
|---|---|---|
| Vendor's target users | Small and midsize companies, accounting firms | Midsize and large companies |
| Main areas | Accounting, finance, KSeF, payroll and HR, sales and warehouse operations, CRM, e-commerce | Manufacturing, sales, distribution, logistics, warehouse operations, finance, complex operational processes |
| Role in a larger organization | System for a selected company or area when supported by the analysis | Main system for complex operational processes |
Optima and Comarch HR estimate
What determines the scope and cost?
We confirm the support scope after assessing the operating environment or the requirements for a planned implementation.
Configuration and extensions
System version, settings, add-ons, and the scope of changes beyond the vendor's standard offering.
Integrations
Connections with AMODIT, another ERP system, CRM, online store, bank, or reporting.
Migration and data quality
History scope, master data mapping, verification, and reconciliation of transferred data.
Licenses and ongoing support
Vendor licenses, launch, training, and ongoing support terms.
The first step toward an estimate
Indicate whether you are planning an implementation or developing an operating system. Include the modules, number of entities, and most important required integration.
FAQ
Frequently asked questions about Optima
Is Comarch ERP Optima right for our company?
The vendor primarily targets Optima at small and midsize companies. The fit also depends on the processes, modules, number of entities, integrations, and development plan. For complex manufacturing or logistics operations, XL should be assessed in parallel.
How do you begin developing an operating Optima system?
We assess the configuration, version, modules, extensions, integrations, and documentation, then prepare a system development plan.
How do you connect Comarch HR or Optima with AMODIT?
We first define which steps are handled by standard Comarch features and which require a broader workflow. We then define the data exchanged between the systems, the direction of exchange, and accountability for integration maintenance.
Which AI features are available in Optima?
Comarch offers features including ChatERP, OCR, and AI Agents that support work with documents and HR. These are Comarch features; their availability depends on the version, modules, and licenses.
Can Optima connect with another ERP system, CRM, online store, or Power BI?
Yes, after analysis of the available interfaces, the direction of data exchange, and accountability for maintenance.
How much does an Optima implementation or development cost?
It depends on the scope of changes, number of entities, integrations, and reporting. We prepare an estimate after reviewing the environment and defining accountability.
Describe your Optima challenge
Tell us whether you are considering a new implementation or developing an operating system. We will match the conversation to the area and present the next steps.
Describe your Optima challenge