We Eliminate Redundant And Repetitive Tasks To Enable a More Efficient, Accurate Workforce

We leverage our practitioner experience and methodology to cut costs, decrease labor hours, improve accuracy, and fuel your organization’s success.

How Much Can You Save With Automation?

The Optivate

We help business leaders prime their organization for growth, improve operating efficiency and optimize their success in demanding market environments. Our senior consultants have decades of experience in both venture-backed startups and middle-market firms, and have a proven track record of implementing data-backed systems, processes, and recommendations that drive results.

Phase I: Assessment

We'll work together to learn your business processes, and most importantly -- learn your pain. We will work with you to identify some initial workflows which can be successfully automated and recommend the most appropriate tools.

Phase II: Implementation

Once identified, we install RPA software solutions in your environment, then test the automation design and implement in live production, helping you realize the value of your customized automation.

Phase III: Run

In the final phase we will focus on implementing additional processes in all functional areas to further enhance your return on investment. Optivate will help establish internal capabilities for your CoE (Center of Excellence) which spans the entire organization to help secure total business process transformation.

Frequently Asked Questions

RPA is one of the fastest growing sectors of the operational technology industry. It is real, it is expanding and it can increase your company’s efficiency and productivity leading to benefits that reach directly to the bottom line. We think any technology investment that delivers the immediate benefits that RPA can, is worth understanding better.

There are a few reasons many of us haven’t heard much about RPA. First, it is still a relatively new technology that is still maturing and hasn’t yet reached its height curve. Given its relative newness, and its initial traction among large corporations, there’s a trickle-down effect that’s just beginning to flow. The early adopters of RPA are starting to champion their successes and that is what drives expansion.

We get asked this question frequently. Without getting overly technical, macros and scripts are programming. They are short sequences of code written to perform a single task, or a series of tasks. While a macro or script is linear and fixed, RPA robots are dynamic. They can “learn” and respond to stimuli, accumulating knowledge of procedures over time – thereby getting “smarter.”

Another major difference is that RPA is autonomous of the application. Where you might need multiple scripting tools to create scripts to perform in your various applications, RPA can interact with multiple applications at once at the presentation layer. It can be applied to virtually any application, and multiple applications at a time. If you’d like to know more about the differences, UiPath provides an excellent article on the topic here.

RPA is ideally suited for tasks involving transactional data from a variety of sources.

Some examples of its current application include: Invoice processing, accounts payable, travel and expenses, claims processing, payroll input and change of (address, address, name, etc.). It is estimated that up to 45 percent of the activities companies pay people to perform can be automated through RPA.

Optivate is classified as a VAR (value added reseller) for many of the RPA licensing software companies. Optivate does license the RPA software as well as identification of processes to automate, design, implementation and rollout. Most RPA software organizations have decided to concentrate on development of the software and rely on VARs to provide the consulting services.

IT generally deals with security, governance, and much of the care and feeding of the “Bots”.  Most often RPA is driven by the business operations side of the business because they intimately know their processes and have access to the subject matter experts. With assistance the business operations staff can quickly learn how to design and develop within the RPA tools.

The best answer is “it depends”. We have found that one size does not fit all RPA needs. The process and the department dictates what tool would be recommended. Some tools are better in the accounting/financial space, some are better at HR and some IT. RPA can be assisted or unassisted as well as hosted or desktop. Our suggestion is to engage with a consulting organization to help determine what processes are best to automate and what tools are best for those processes.  

Centers of Excellence are key for scaling with success. RPA will affect many areas within the organization and it is best to have a plan and roadmap. Each center needs to understand how the automation will affect their department and identify the best practices in terms of deployment. Without the proper controls technology can have negative impact upstream and downstream.  

There are certain key metrics which need to be collected to accurately measure ROI for specific automation of processes. Optivate provides an in depth report once we have completed a visioning and assessment onsite. This report will give you ROI processes specific information so you can determine the best course of action. For a down and dirty ROI analysis please refer to our ROI tool.

What Is RPA?



Major Diagnostic Corporation Human Resources Department​


1 Week Visioning and Assessment
Reviewed 41 Processes
Minimal Process Redesign
Average Cost of Labor: $40.05
Calculated 80% Utilization Rate

Opportunity identified to leverage lower cost assisted automation for some processes. Looked a large processes funding lower return (high exposure) processes. Wanted turnkey approach. Did not consider upstream or downstream approach. Implementation and run costs were for outsourced approach. Risk assessment done to rank processes.


Annual Savings Per Year With RPA
Hours Saved For Each Of 7 Processes
Hours Saved For Each Of 9 Processes
Total Hours Per Year Saved

From Concept To Implementation

Learn how Optivate is using RPA to transform business. Choose to view case studies by industry or department below.