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​Two principles with similar leadership experience and entrepreneurial spirit created Optivate. This Midwestern firm is a pioneer when it comes to deploying Robotic Process Automation (RPA) solutions and demonstrating ROI.

Optivate recognized the demand to provide consulting, implementation, and software licensing to organizations who lacked experience with this new technology (RPA) while also facing numerous operational challenges (business processes) that organizations across all industries experience.

JOSEPH PERI

CO-FOUNDER

Joseph Peri, MBA formed Optivate with his partner Joseph Huffine to create a world class boutique firm that focuses on optimizing business operations, with a specific focus on process automation (RPA).

Peri’s early career was in technology, where he gained experience in Electronics Engineering and Computer Science. The last 20 years he has been a leader in front and back office business operations in consumer electronics, Medicare claims, ERP/CRM, and the healthcare industries.

In 2011, Peri was hired to lead an enterprise wide shared services transformation for Ascension. The Shared Services Center at Ascension included 25 services across Procure to Pay, Record to Report, and Hire to Retire. There were also support functions like Automation (RPA), Contact Center, CI, DR/BC, Analytics, Customer Experience, and Service Management. At Ascension, he applied RPA to reduce costs by 20% ($20mm). The center was stabilized in just 4 years and grew from 2 – 850 employees and $0 to $76mm in revenue. He purchased the first Blue Prism license in North America and used Automation Anywhere and Openspan (Pega) to further reduce operating costs while enhancing customer and user experience.

Peri has a unique combination of business leadership, transformation, operations, and technology skills developed over more than 25 years in leadership positions and has held staff positions at several companies such as Anthem, Consona, and Ascension.

He has consulted many of the world’s largest companies, and is a frequently sought after speaker and thought leader in the areas of cognitive automation, RPA, shared services, business process transformation, operations management, and outsourcing.

Peri is an adjunct professor at Butler University teaching Modern Operations Management and Information Management / Business Analytics in the MBA program. He is also a board member at Marian University Byrum School of Business.

Peri graduated from Indiana Institute of Technology with an MS in Management and an MBA.  He also holds several professional development certifications including ITILv3 and a Certificate from Indiana University Kelley School of Business in Strategic Leadership.

JOE HUFFINE

CO-FOUNDER AND PRESIDENT

Joe Huffine currently serves as Chairman and Chief Executive Officer of a number of companies.  Mr. Huffine is Founder, Chairman, and CEO of The ZICA Group, a consulting firm that specializes in helping companies achieve success through growth strategies. 

Huffine is also Chairman and CEO of Kingsley-Rose, one of Indiana’s national executive retained search firms.  Kingsley-Rose helps companies build boards, management teams, sales teams, and operations teams in Information Technology, Engineering, Healthcare, and Life sciences. Over the last few years Kingsley-Rose has expanded their business into Construction, Transportation and Logistics.  Kingsley-Rose has been extremely successful placing talent across the globe.

In his most recent venture, Huffine is the Co-Founder of a new company, Optivate, which will focus on bringing experience, advisory and implementation talent to the Robotic Process Automation business. He plans to leverage the recruiting business to get better access to talent and leverage his 25 years in the consulting business. 

In 2003, Huffine was hired by Eli Lilly as a consultant to evaluate a new business opportunity in the life science, technology and healthcare industry.  He successfully spun the SAAS company out of Lilly, raised capital, hired the management team, and that entity was sold in 2008 to a public company.   It is now owned by Oracle.  Mr. Huffine sits on the board and has helped a number of CEO’s grow their business and created more than just exit strategies for different owners.

 Huffine has developed a best practices model for starting and growing companies and has also built an expertise on mining corporations for spinning off new companies. Mr. Huffine has assisted a number of growth companies as an investor, advisor, and board member. In 2004, he assisted a clinical service business by expanding its pipeline, and then he represented the owner in selling the company for a premium.

In 1997, Huffine co-founded ONEX, Inc., an award-winning, high tech consulting organization where he served as Chairman and CEO until it was sold in 2001 to a global public company. It is now owned by KPMG.  He was a finalist in Ernst and Young’s Entrepreneur of the Year three years in a row.   This company grew to 200 people in four years and won many projects successfully against the top consulting firms in the world.  Onex was also voted one of the best places to work and won national awards like “Top 100 technology companies to watch”.  

Previous to ONEX, in the early 1990’s, Mr. Huffine drove the business development efforts of a technology company that grew from 40 to over 300 people in a few short years. Mr. Huffine earned a Bachelor’s of Science Degree from Ball State University. 

Mr. Huffine previously served over 10 years on the Board of the United Way of Central Indiana, the Greater Indianapolis Chamber of Commerce, and still participates on the Ball State Business Entrepreneurial Advisory Board.

ROBERT HAUGEN

VICE PRESIDENT OF SALES & MARKETING

Bob Haugen joined Optivate in February 2017 and soon after became the company’s  Vice President of Sales & Marketing. His background includes positions with The American Society of Anesthesiologists as a Business Development Executive and Sr. Director of Sales for HIMSS Analytics. He has had similar roles with Emdat, Symbol Technologies, Pyxis as well as Becton Dickinson.

Haugen joined Optivate when he discovered how RPA is a technology that can augment labor within many different vertical businesses. He and his wife Nancy reside in Marco Island, FL .

R. CALVIN BRYSON JR.

REGIONAL VICE PRESIDENT

Calvin Bryson Jr. is an experienced Executive Sales Professional with vast experience in the Information Systems industry. He has extensive consultative and solutions selling experience. As a result of working with some of the largest technology companies in the industry, he has diverse industry experience with Banking, Insurance, Financial Services, Telecommunications, Hospitality, Manufacturing, Process, and Technology Industries.

Bryson has extensive solutions sales experience. This includes Security, Professional Services, Managed Services, and Business Process Outsourcing (BPO), Digital Transformations and Robotic Process Automation. He has extensive knowledge with combinations of on-shore, near shore, and off-shore solutions. Bryson has the ability to simplify complex solutions while making sure the financial business interests are met. He has an unmatched track record of delivering solutions which achieve positive business results in a timely fashion.