What is our primary use case?
We are working with our clients using this solution. Often, they are automating some of their retail and marketing processes, including the generation of bills and statements in finance.
Our clients are using a hybrid cloud, with their own VM environment.
One of the recent projects that I worked on was for a complex financial process in a bank. It involved automating several manual processes. The data had to be retrieved from SAP by means of a file and then imported into an Excel worksheet. My suggestion included implementing an SQL server and then automating the process using this solution. Instead of the series of manual tasks, they now only have to verify the final result, and it makes life much easier.
How has it helped my organization?
We are assisting our clients by improving the way they do things. This is a great platform, and we are implementing the logic into the bots that they are using to automate.
What is most valuable?
The user interface and tools are good.
What needs improvement?
In the next release of this solution, I would like to see more OCR agents included.
My customers would like to use the IQ Bot without having to invest more money in purchasing another license. If it is not possible to include IQ Bot in the basic package then, at least, the OCR features and the TaskBot can be enhanced. This would allow us to include small-scale industry, as well as large organizations.
There is an issue with security where users can see the values in the credential vault. Because of this, we don't see the point in creating values inside the vault.
This system should be able to handle situations with very there are very large volumes of data in Excel.
For how long have I used the solution?
I have been using this solution for three years.
What do I think about the stability of the solution?
Stability depends on your skillset, and how you have written the code in terms of logic and handling errors. If you have built the code properly, in a systematic way as it requires, then it will definitely be stable. If instead you randomly do things that you needed to be done today, I don't think the stability of the bot will be very good.
Stability is good now, although we have had problems in the past. For example, when we were processing very large amounts of data in Excel, Automation Anywhere failed. The volume was in the millions of rows of data.
What do I think about the scalability of the solution?
The scalability of this solution is good compared to others.
How are customer service and technical support?
We have not used technical support for this solution.
Which solution did I use previously and why did I switch?
In addition to this solution, I have good knowledge of Blue Prism and UiPath.
How was the initial setup?
Initially, I found the setup of this solution to be complex.
Before getting started we had to install the SQL server and perform the migration. Then, it involved user accounts. You have to create a new user and add the details, which is quite complex. Then, whenever you are installing the Enterprise Edition, you have to perform setup that includes the IIS settings. Overall, it was quite hectic, and some of the people were not able to do it.
What about the implementation team?
The implementation of this solution is something that we assist our clients with, but it depends on the situation. Different organizations have different ways of implementing. For the most part, I create the packages and give my work to the COA teams, and they finish it themselves. When they are not able to do that, we help them further.
What other advice do I have?
We are using MetaBots as well as TaskBots.
There are lots of features that are still not there in version 11. I know that version 12 is coming, but I do not know much about it.
This is a solution that I recommend. We began with the free license, but if you are going to use Automation Anywhere then you have to purchase the license. It's an investment. With UiPath, the development license is free, so it depends on the situation. In general, if the client is ready for automation then I suggest this solution.
I would rate this solution an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.