Fortra's Automate vs IBM Case Foundation comparison

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1,959 views|998 comparisons
94% willing to recommend
IBM Logo
497 views|401 comparisons
85% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Fortra's Automate and IBM Case Foundation based on real PeerSpot user reviews.

Find out what your peers are saying about UiPath, Microsoft, Automation Anywhere and others in Robotic Process Automation (RPA).
To learn more, read our detailed Robotic Process Automation (RPA) Report (Updated: April 2024).
770,394 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task.""A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added.""I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments.""The ability to connect to websites and pull data is the solution's most valuable feature.""The solution is continuously adding more integrations to help with workflows and bot and task creation.""I actually quite liked the no-coding functionality.""Fortra's Automate performs the job effectively and has the capability to alert us of any issues.""The interface is simple, user-friendly, and very intuitive."

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"It provides us the capability of producing b​​usiness processes for documents that are launched immediately when a document comes into the repository.""The most valuable feature is its stability, which is why we are using it.""It is easy to set up workflows that notify the user depending on certain events.""The content management is great.""Case Foundation provides a strong security boost.""The solution is scalable.""The client and the IBM content navigation are the solution's most valuable features.""Flexible and the ability to divide search screens, and to search for documents. The ECM feature inside the system is great."

More IBM Case Foundation Pros →

Cons
"The documentation for errors needs improvement as many of the error messages we receive are very vague.""Some companies have asked for voice integration. This is likely part of the roadmap.""The intelligent automation feature could be improved. It's interesting because it's simple, but the automation quality isn't always good. It's easy to use, but sometimes you need to make a slight improvement to the automation, and that's not so easy.""It's possible that they could use a stronger community for seeking guidance and help.""The vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email.""I believe we need to test various OCR tools that assist in evaluating, let's say, six different customer resyncs. We analyze their spending patterns and documentations, but current OCR support has limitations, requiring highly standardized documents, which isn't always the case. With a more advanced OCR system, we could improve processes related to credit risk management and legal matters. We're exploring how to integrate Fortra's Automate with our CRM platform, taking cues from instances where Salesforce seamlessly merged with Automate. However, we use a different CRM, Insight for New Enterprise, and we're seeking ways to connect the automation process within our CRM. We aim for the automation to continue smoothly, even in instances where traditional automation methods might face hurdles.""The interface could be more user-friendly and easier to navigate.""We really need a free development environment for customers. Building and testing automation on production isn't ideal."

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"We are now using microservices but there are some areas where the coordination with FileNet is problematic.""There are some features that could be enhanced like the document viewer""90% of the feedback we receive states that the UI is not very user-friendly.""The solution can be quite expensive.""The service as it currently stands is out-of-date and lacks flexibility.""Once a workflow is launched then it stays static forever, which is a problem because if there is a change in the business then you cannot change the workflow.""The cloud version could use more stability.""There is a need for more open and flexible integration capabilities, allowing seamless collaboration with a broader spectrum of business process management solutions, beyond the confines of IBM's document management offerings."

More IBM Case Foundation Cons →

Pricing and Cost Advice
  • "Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
  • "I like the way this solution is priced because you can buy a license, or you can buy the software outright."
  • "It comes with a package that costs approximately $20,000 USD per year."
  • "While solutions like UiPath and Blue Prism cost around $11,000-$12,000 for each license, this product costs around $7,000 and you can keep it forever."
  • "I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
  • "The pricing is quite reasonable. We can run the process with one bot. The limitation is at the server level because they have some resources, and sometimes that is enough. It isn't too expensive, so you can get a good return off of one, and you can also have a pack of five bots that is quite competitive."
  • "From a distributor's perspective, one of the biggest selling points of Automate is its price point."
  • "The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
  • More Fortra's Automate Pricing and Cost Advice →

  • "Pricing is in the mid-range, it is not cheap, but it's not expensive."
  • "This is not an expensive solution and we are using the standard license."
  • "IBM Case Foundation is a little expensive."
  • "The price falls in the middle range—not overly expensive but not extremely affordable either."
  • More IBM Case Foundation Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
    Top Answer:I'm only involved in running the product and maintaining the systems, so I can't speak to the cost.
    Top Answer:There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own… more »
    Top Answer: A valuable feature includes seamless integration with the document management system, along with robust capabilities in analytics and reporting.
    Top Answer:The price falls in the middle range—not overly expensive but not extremely affordable either. I would rate it five out of ten.
    Top Answer:There is a need for more open and flexible integration capabilities, allowing seamless collaboration with a broader spectrum of business process management solutions, beyond the confines of IBM's… more »
    Ranking
    Views
    1,959
    Comparisons
    998
    Reviews
    10
    Average Words per Review
    1,398
    Rating
    8.5
    Views
    497
    Comparisons
    401
    Reviews
    3
    Average Words per Review
    441
    Rating
    8.0
    Comparisons
    Also Known As
    HelpSystems Automate, Automate
    Case Foundation, FileNet Business Process Manager
    Learn More
    Fortra
    Video Not Available
    Overview

    Automate is an easy-to-use RPA software solution that boosts your productivity by transforming virtually any business or IT process. Get scalable automation capabilities whether you need a solution for one department, a small business, or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built and priced right for employee-driven automation for any organization.

    Automate allows you to get up and running fast with no-code automation for both GUI and back-end functionalities. Form-based development lets you quickly build bots and leverage over 600 pre-built automation actions. Powerful out-of-the-box API and native integrations bring together the applications that keep your business running. And with the Automate Recorder, easily build, update, and deploy robust, UI-driven automation. Plus, bots can be deployed as attended or unattended with concurrent execution of tasks—no restrictions.

    A Key Part of Fortra (the new face of HelpSystems) Automate is proud to be part of Fortra’s comprehensive portfolio. Fortra simplifies today’s complex business landscape by bringing complementary products together to solve problems in innovative ways. These integrated, scalable solutions address the many challenges you face in streamlining your operations. With the help of Automate robotic process automation and other solutions, Fortra is your relentless ally, here for you every step of the way on your automation journey.

    IBM Case Foundation is for organizations that need to harness unstructured information and integrate it with business processes to drive critical business decisions. It enables organizations to create, manage and optimize case-based processes and is designed to decrease development costs while significantly improving process performance. Case Foundation links specific pieces of content with a structured workflow. It's an on ramp for organizations that choose to move from document-centric workflow solutions to the advanced capabilities of IBM Case Manager.
    Sample Customers
    Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories
    Suncorp Group Limited
    Top Industries
    REVIEWERS
    Manufacturing Company14%
    Security Firm14%
    Financial Services Firm14%
    Insurance Company14%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Financial Services Firm13%
    Manufacturing Company9%
    Healthcare Company8%
    VISITORS READING REVIEWS
    Computer Software Company23%
    Financial Services Firm16%
    Government15%
    Insurance Company9%
    Company Size
    REVIEWERS
    Small Business55%
    Midsize Enterprise25%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business27%
    Midsize Enterprise16%
    Large Enterprise56%
    REVIEWERS
    Small Business31%
    Midsize Enterprise31%
    Large Enterprise38%
    VISITORS READING REVIEWS
    Small Business23%
    Midsize Enterprise13%
    Large Enterprise64%
    Buyer's Guide
    Robotic Process Automation (RPA)
    April 2024
    Find out what your peers are saying about UiPath, Microsoft, Automation Anywhere and others in Robotic Process Automation (RPA). Updated: April 2024.
    770,394 professionals have used our research since 2012.

    Fortra's Automate is ranked 5th in Robotic Process Automation (RPA) with 21 reviews while IBM Case Foundation is ranked 27th in Business Process Management (BPM) with 12 reviews. Fortra's Automate is rated 8.2, while IBM Case Foundation is rated 7.8. The top reviewer of Fortra's Automate writes "Can automate several processes with only one bot and is easy to implement, administer, and use". On the other hand, the top reviewer of IBM Case Foundation writes "Streamlined business process automation with user-friendly design". Fortra's Automate is most compared with Microsoft Power Automate, UiPath, MOVEit, Red Hat Ansible Automation Platform and Automation Anywhere (AA), whereas IBM Case Foundation is most compared with IBM Business Automation Workflow.

    We monitor all Robotic Process Automation (RPA) reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.