PegaRULES Review

Excellent BPM system with immense OOTB functionalities and low-code capabilities

What is our primary use case?

We developed an an underwriting platform for an insurance company. In this project I mainly worked as a senior developer. I have more than four years of PEGA experience in both technical and business consulting. My company is an official PEGA partner.  

How has it helped my organization?

The new PEGA underwriting platform replaced the former underwriting system and helped to integrate other legacy systems and functionalities in one application. It also helped to save licence costs for other legacy systems.

What is most valuable?

PEGA provides many OOTB functionalities which can be configured for your purpose.
What I really recommend are the following features:

* Case Management (incl. extensive Audit Trails)
* User Interface (based on HTML5 and constantly improving)
* Integration (pre-configured functionalities like REST, SOAP, API)
* GetNextWork (configurable algorithm to route the most critical task to users)
* Multi-Channel-Ability (start your case from whichever device and continue on other channels)

What needs improvement?

PEGA claims that they provide a LOW-CODE-PLATFORM which is easy to use - even for "citizen developers" (i.e. business employees).  bla bla. If you really want to use all the features out of this platform, you definitely need a lot of experience and a lot of training. In all of my projects there were many obstacles to solve which weren't simple and which could not be solved by "citizen developers" but only by Lead System Architects with 5+ years of PEGA experience. You can compare PEGA with SAP - if you really know how to use both of them, it can make the difference. If you are only interested in developing automated micro services / processes, than there are far better options.  

I would like to have a lightweight version of the solution, something like Appian or Outsystems that is much more focussed on process core features. If you set up your first projects and you see that you need more functionalities, than it would be great to upgrade to the PEGA platform.  

For me PEGA is sometimes like the MS Office package. In the past you had the core functionalities like Word and Excel, and you were fine with that. Now you have a complete suite starting from SharePoint and Teams and whatever, but in most cases you don't need all the features because you just have a certain purpose where you need the best software. 

CONCLUSION: The PEGA platform is an outstanding product for those companies that are really willing to use it as a BPM PLATFORM throughout the whole company. The many features and OOTB functionalities makes it very valuable for many different use cases. Those companies that are willing to setup a BPM program for a couple of years will definitely benefit from PEGA.

For how long have I used the solution?

More than four years.

What do I think about the stability of the solution?

The stability really depends on the use case. We have two use cases where we use a lot of different tasks. If you have more than 1,000 tasks then there seem to be some problems with the stability. But it may depend on other features like the load balancing and those kinds of things. This isn't my core business but I've heard from others.

How are customer service and technical support?

Technical support is quite good if you don't have very special requests requirements or defects. It depends mostly on your own code, but if it's on the general code provided by Pega, it's quite easy to set up a question to the Pega team and it's usually answered within a couple of hours, sometimes even faster. There's also a lot of information that can be found in the Pega community which is quite helpful.

How was the initial setup?

The initial setup is quite easy. If you use the cloud option, you get the full stack delivered and there's no hassle with setting up certain features or certain information. If you install it on your local machine, it also works fine although it's more complex. If you set it up in a local environment on the local server, then you have to check a lot of different things and especially all the things related to security and that can add some hassle.

What's my experience with pricing, setup cost, and licensing?

Compared to what you get - the costs are reasonable. However the question is, if you really need all features? Pegasystems has a clear focus on big companies. Although the software is really mature and thus could be very helpful for SME companies, the high licence fee will be an issue for most SMEs.

What other advice do I have?

My advice is to suggest people focus on the main purpose for the BPM platform. Are they really looking for a BPM platform, something that gathers all the business processes throughout the company, or is it just for reporting processes like a customer process and connecting it to some SAP processes or some CRM, or whatever. 

If you decide to use Pega as the main platform, then it's a really good choice. On the other hand, if you have a different software in your company like micro services or other big platforms like SAP, then you really should think carefully whether adding Pega as another large solid piece of software is really a good idea, or whether you can find other ways to integrate the other pieces of software for the purpose.

I would rate this product an eight out of 10. 

Which deployment model are you using for this solution?

**Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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