Optimo Group

What Optimo Group does

Optimo Group Inc. is a privately held industrial process automation consulting firm founded in July 2009 by Fernando Otero, CAP, and headquartered in Westfield, Indiana. The company delivers specialized services in process variability management, control loop tuning, advanced process control (APC) implementation, process optimization, and control strategy design for enterprise clients in oil and gas (pipelines, upstream, refining, central processing facilities), power generation and utilities, mining (copper and molybdenum concentration), chemical and petrochemical, pharmaceutical, food and beverage, and pulp and paper industries. Customer engagements include on-site consulting projects, performance assessments, and instructor-led training courses delivered in English and Spanish at locations in the USA (Indianapolis, Houston), Latin America (Bogotá, plus an affiliate covering Peru, Bolivia, Ecuador, and Mexico), and selectively in Malaysia and South Africa.

The firm operates a hybrid business model with three revenue streams: professional services consulting, paid training courses priced between USD $1,300 and $2,300 per participant, and software distribution. As a sales representative and agent for third-party process control vendors, Optimo Group resells ControlSoft's INTUNE/INTUNE+/MANTRA loop tuning and monitoring tools, Perceptive Engineering's PerceptiveAPC model predictive control software, and Crux OCM's pipeline optimization products (FlowBOT, PowerBOT, DragBOT) across assigned territories in the USA and Latin America. Technical delivery is anchored by Fernando Otero's ISA Certified Automation Professional credentials and 25+ years of process control experience, supported by a small team of 1-10 employees that includes two additional consultants (Julian Vidal, CAP, and Julian Valencia).

Demand generation runs primarily through enterprise field sales to process control engineers, plant managers, and operations directors; conference presence at ISA events (ISA Colombia, ISA Automation Week, ISA Process Control and Safety Symposium); an ISA Colombia training partnership; and adjunct faculty positions at Rose-Hulman Institute of Technology and Universidad de los Andes. No patents, external funding rounds, or revenue figures have been disclosed. Documented commercial outcomes include a 1% production increase at a major Central Processing Facility slug catcher unit, over USD $3 million in annual impact from a water injection pressure control redesign, and elimination of pressure shutdowns at a South American crude oil pipeline system.

Name

Optimo Group

Legal name

Optimo Group Inc.

Website

https://optimogrp.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Optimo Group Inc. is a privately held consulting firm that delivers process variability management, control loop tuning, and advanced process control services to enterprise clients in oil and gas pipelines, power generation, mining, chemical, and related process industries across the Americas.

Ownership category

akta.pro rank

Product category

Industrial Process Automation Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Instrumentation, Controls & Automation Engineering Consulting (BPAHAIAM)

akta.pro secondary industry

Manufacturing & Operations Excellence (Lean/Six Sigma) (BPAHAHAC)

Keywords

• Process control consulting
• Industrial automation services
• Process variability management
• Advanced process control
• Control loop tuning

Headquarters

HQ city

Westfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Process Control Consulting Services: Professional consulting services including process variability studies, control strategy design, comprehensive loop tuning, advanced process control implementation, and performance assessment projects
2. Training Courses and Seminars: Instructor-led training courses on process controls fundamentals, loop tuning, pipeline optimization, boiler control, and APC. Offered in multiple formats (English/Spanish) at various locations. Revenue from course fees ranging from USD $1,300-$2,300 per participant
3. Software Product Sales and Distribution: Sales representative and agent for third-party process control software products (ControlSoft INTUNE, INTUNE+, MANTRA; PerceptiveAPC; Crux OCM products). Revenue from software sales, implementation, and support services in assigned territories

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels5 records

Core offering

Optimo Group Inc. is a process automation consulting firm that delivers specialized services in process variability management, process optimization, control strategy design, comprehensive loop tuning, advanced process control, and performance assessment for industrial clients. It complements these professional services with instructor-led training courses on process controls fundamentals and pipeline/boiler optimization, plus the resale and implementation of third-party process control software (ControlSoft, Perceptive Engineering, Crux OCM) in the USA and Latin America.

Product overview

Optimo Group Inc. is a process automation consulting firm that resells and implements a portfolio of third-party process control software products. The core product suite consists of ControlSoft's INTUNE (PID loop tuning), INTUNE+ (real-time loop performance monitoring), and MANTRA (model-based supervisory control); Perceptive Engineering's PerceptiveAPC Development and Real-Time modules (multivariate statistical monitoring and MPC); and CruxOCM's FlowBOT, PowerBOT, and DragBOT pipeline optimization tools. These software products are offered alongside consulting services in process variability management, process optimization, loop tuning, and advanced process control across pipeline, oil and gas, power, pharmaceutical, and manufacturing industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Process Control Consulting Services Professional consulting services including process variability studies, control strategy design, comprehensive loop tuning, advanced process control implementation, and performance assessment projects for enterprise industrial clients.
• Process Control Training Courses and Seminars Instructor-led training courses covering process controls fundamentals, optimum loop tuning, pipeline process control optimization, boiler control, PID control in PLCs/PACs, and advanced process control, with CAP certification preparation, offered in English and Spanish at multiple locations and through corporate in-house training.
• Pipeline Process Control Optimization Services Design, configuration, commissioning, linearization, optimization, and tuning of pressure and flow control strategies in pipeline systems for major crude oil pipeline operators, including VFD and PCV coordination, pressure linearization, and elimination of pressure oscillations and unplanned shutdowns.
• Boiler Control Optimization Services Boiler load testing, combustion optimization, steam header control optimization, and boiler automation upgrade services for power generation and process plant clients to improve combustion efficiency, hearth pressure, dome level control, and attemperation.

Quantifiable outcome

• 1% increase in oil and gas production at major CPF slug catcher unit
• +6 more outcomes

Named customers17 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• ControlSoftcoreChannel Partner/ Reseller/ Distributor · 1 February 2019February 2019 - Optimo Group Inc. came to an agreement with ControlSoft to become sales representative in assigned territories in USA and Latin America. ControlSoft is creator of scalable software solutions that optimize process plants including optimum PID control tuning (INTUNE), process control performance monitoring (INTUNE+), and model-based process control (MANTRA). Both firms are known for their expertise in the process control field.
• Perceptive Engineering LimitedcoreChannel Partner/ Reseller/ Distributor · 1 March 2018March 2018 - Optimo Group Inc. became agent and sales representative of Perceptive Engineering Limited, a renowned advanced process control solution creator headquartered in northwest United Kingdom. PerceptiveAPC combines Multi-Variate Statistical Process Monitoring and Model Predictive Control tools. By combining extensive expertise in process engineering and process control, both companies enhance their offer of advanced process solutions that improve performance and generate significant savings.
• Crux OCMcoreStrategic or Co-development Partner · 1 October 2017October 2017 - Optimo Group Inc. became a technical partner of Crux OCM, a company based in Calgary, Alberta, Canada, dedicated to produce advanced control solutions for pipeline operation optimization. Crux OCM has developed advanced pipeline solutions involving pipeline modeling and simulation, advanced process control, and optimization. The goal is to maximize flow, optimize power consumption, and optimize DRA consumption in real time. Together they have developed pipeline-specific advanced control applications that enhance pipeline performance.
• Tecval S.A.SminorStrategic or Co-development Partner · 1 October 2013Collaboration with Tecval S.A.S on process control optimization projects in Colombia. September 2012 - Optimo Group Inc. - Tecval S.A.S performed comprehensive control loop tuning and optimization at injection water transfer system in CPF. July 2012 - Performed diagnostic study for injection water transfer system. February 2012 - Tecval S.A.S received specialized training on process control optimization from Fernando Otero.
• Pronamics ControlminorStrategic or Co-development Partner · 1 November 2012Co-delivery of Pipeline Process Control Optimization Techniques course along with Pronamics and Tecval S.A.S in Bogotá, Colombia. Pronamics is a process control consulting company located in Vancouver, BC with expertise in pipeline process control optimization, dynamic pipeline simulations, and process/control training.
• Cornerstone Controls Inc.minorImplementation/ SI/ Consulting Partner · 1 May 2012May 2012 - Optimo Group Inc. and Cornerstone Controls Inc. installed a new compressor control system for an existing coke gas compressor system at a major coke gas battery.
• PACIVminorImplementation/ SI/ Consulting Partner · 1 April 2012April 2012 - Optimo Group Inc. collaborated with PACIV from Indianapolis for automation and start-up support of a new pharmaceutical product plant.
• ExperTune Inc.coreChannel Partner/ Reseller/ Distributor · 1 January 2012January 2012 - Optimo Group Inc. became sales representative of ExperTune Inc., creator of the famous pioneer loop tuning software Expertune (now PID Loop Optimizer) and powerful award-winning software PlantTriage. April 8, 2014 - Optimo Group was named exclusive supplier of ExperTune products for Colombia and authorized sales representative and certified service/training provider of ExperTune in Latin America.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Perceptive Engineering: UK-based provider of PerceptiveAPC — multivariate statistical process monitoring and model predictive control software. Optimo is its agent and sales representative in North America and Latin America, making them direct comparables in advanced process control services and software.
• ExperTune Inc. Creator of the PlantTriage loop performance monitoring software and PID Loop Optimizer (formerly Expertune). Optimo Group is an authorized sales representative and certified service/training provider for ExperTune products in Latin America, making ExperTune both a partner and a direct comparable in control loop tuning tooling.
• Crux OCM: Calgary-based developer of pipeline optimization applications (FlowBOT, PowerBOT, DragBOT). Crux and Optimo are technical partners co-developing pipeline-specific advanced control applications, and both serve major oil & gas pipeline operators with overlapping optimization offerings.
• Pronamics Control: Vancouver, BC-based process control consulting company specializing in pipeline process control optimization, dynamic pipeline simulations, and process/control training. Pronamics co-delivered Optimo's Pipeline Process Control Optimization Techniques course in Bogotá, and directly competes in pipeline APC consulting.
• ControlSoft: Creator of INTUNE, INTUNE+, and MANTRA process control software. Optimo Group is ControlSoft's sales representative in USA and Latin America, and the two firms jointly serve the same process control customers with overlapping methodologies in loop tuning and APC.

Broad incumbents

• Honeywell Process Solutions: Industrial automation incumbent offering DCS (Experion), APC, and process optimization solutions across refining, petrochemicals, and pipelines. Overlaps with Optimo's process control consulting work — Optimo's consultants tune loops on Honeywell DCS platforms like TDC/TPS systems.
• Aspen Technology (AspenTech): Large-scale provider of asset optimization software including APC, process simulation, and manufacturing execution across oil & gas, chemicals, and power. Operates at much broader scope and scale than Optimo but overlaps in advanced process control and pipeline optimization.
• Rockwell Automation: Industrial automation incumbent with PLC and process control offerings across multiple industries. Overlaps with Optimo's PLC/PAC tuning work (Optimo lists Allen Bradley PLCs among its expertise) and broad enterprise industrial client base.
• Emerson Automation Solutions: Major industrial automation and process control provider (DeltaV, Ovation) with deep presence in oil & gas, pipelines, refining, and power. Fernando Otero has presented at Emerson Users Exchange, and Optimo's pipeline optimization work overlaps with Emerson's broader APC portfolio.
• ABB Process Automation: Global industrial automation and control vendor offering DCS, APC, and process optimization across oil & gas, mining, and power. Direct overlap with Optimo's multi-DCS tuning expertise (ABB 800xA is listed among systems Optimo has worked with).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/optimo-group-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optimo Group