Since adopting Automate, we have spent much less time on general tasks. In the past, we had one person writing all the emails and assigning them to the people who would handle the case. Now, that is not necessary. Another example is data migration. Migrating a large volume of data sometimes involves repetitive tasks. It's easier and faster for us to develop a little robot to do all that.

It's pretty easy for us to use a bot for single sign-on. When people join the company, we can add them to the bot and set all their permissions based on the Active Directory. Our employees spend less time on these tasks and are more productive. 

It also reduces human error. When you have a human dealing with ticketing, they must collect customer information like names, phone numbers, ticket numbers, etc. It's always possible for the employee to mix up customer information or input the wrong numbers, but the bot never makes these mistakes unless they are broken. 

Automate has over a hundred connections with email, PDFs, Excel, the web, and various areas. It's like Excel, which has functions, so you don't need to know how to code or be a developer. People need to understand how to use all these connections and functions to customize the solution. Having a little technical knowledge is better because it's faster and easier to use, but you don't need to know how to code. 

All the applications that we need are drag and drop. A lot of functions can be implemented quickly with only some tiny adjustments. They change only one value and the name, then drag and drop. It's essential for us. 

Our employers have strong technical backgrounds, and we have a standard training course for Automate that takes about 10 hours. Usually, we have four sessions that are about two and a half hours. It's crucial when you have a training session that you have some time in between to apply the knowledge and improve. After the next session, you take a week to test and improve. After about 10 hours, you can understand how to use the system well.

They also have Automate Academy, where you can learn best practices. The problem with RPA is that it's impossible to know everything about data and SAP. The standard training is high quality, and you can improve as you go. If you need something special, you can check the bots the community has produced and see how users have built bots using data from ServiceNow or many other solutions. 

The OCR functionalities already embedded, and you can also use the command-line functionality such as those provided by Google, IBM, or others, even AWS. 

For no-code automation specifically, Automate is very good. It is all just drag and drop, so developers do not need to see any of the underlying code that is going on behind the scenes. This makes it very user-friendly, so no one needs to be highly technically proficient to start developing solutions with Automate, which is a great benefit. However, if someone is a more proficient developer who wants to use a more traditional coding language, they can still integrate it into their workflow, as Automate has actions for that.

No-code drag-and-drop and form-based development are very useful for clients who don't want to dedicate a lot of technical resources to developing and automating. We have seen this in our clients, where they have their regular IT staff who are not doing a lot of coding but are still able to get Automate up and running quickly and start working with it. This is a big selling point, but there are some clients who are more used to traditional scripting languages and are less willing to try out Automate. It varies on a case-by-case basis, but in the majority of cases, having no-code automation is a major advantage.

Fortra offers a free Automate Academy on its website, which includes multiple modules and hours of videos covering the basic and advanced concepts of Automate, such as working with workflows and more technical aspects. Customers can also get certified through the Academy. Additionally, the Bot Store provides pre-built bots that can be freely modified, edited, and used for specific use cases. Most of the bots in the Bot Store are free. Combining both of these resources provides a good amount of support for training. However, the amount of time it takes to learn Automate depends on the individual and their technical background. Those with a developer background may find it easier to pick up and use Automate, as they will already have the concepts of loops and if statements. With a few hours of training and practice, they should be able to use Automate effectively. Fortra also provides additional resources to fill in any gaps.

Automate is pretty good at reducing human errors. Whatever we set up, it is done and it's functioning logically. If there are any errors that come through, it is almost always due to gaps in the logic of the implementation that we have done, which can be hard to detect. That is where most of the errors come from. There could also be some edge cases that we don't consider while developing, which might be causing some errors. But if we set it up correctly, it's usually quite effective. The other source of errors could be if we're using OCR or something similar, as there is inherently some ambiguity which can lead to incorrect readings. That is also a potential source of errors.

Automate reduced errors by 90 to 95 percent, which is an estimate based on my observation of the insurance equity process. In most cases, this estimate is accurate.

The biggest advantage of Automate which saves us time and money is that it is easy to automate any repetitive manual tasks. This means a quick return on investment can be achieved. However, my advice to companies planning to use Automate is to not just automate a single process but to also invest in maintaining and scaling Automate. They should set up an automation center of excellence and consider automating processes in other departments such as HR and finance. Automate is also easy to use compared to other solutions, so it does not require a lot of technical expertise to get started. This is the biggest selling point of Automate.

Automate in pre-judge instances was primarily a work multiplier, so it helped alleviate a lot of the work for our customer-facing team members, provided an additional set of services and tools from IT to the business, as well as supporting sales, customer service, and accounting in many ways.

For no-code automation specifically, it's very good. It's all just drag and drop, so as a developer, you don't see any underlying code that's there. It's very friendly in that regard. You don't need to have someone who is extremely technical or proficient to start developing solutions with Automate, which is huge. However, you do have to work on integration. For example, if you want to integrate a PowerShell script into your workflow, there are actions for that. If you are a proficient developer who wants to use more traditional coding languages, you can still integrate that with your regular workflow. It's very useful for clients who don't want to dedicate too many technical resources to develop and automate. Some of our clients have regular IT staff. Even though they're in IT, they're not doing much coding per se. They're able to automate pretty well and pretty quickly with Automate. They can easily start developing and working with it, which is a big selling point. We also have clients who are more used to having traditional scripting languages and are less willing to try out Automate. So, it varies on a case-by-case basis, but in the vast majority of cases, having no code is a huge factor.

It's pretty good at reducing human errors. Whatever you set up, it does that logically. If any errors come through, it's almost always because of some gaps in the implementation logic, which can be tricky to catch. That's where the bulk of the errors come from. There might be some edge cases that you didn't consider while developing, which might cause some errors. That's quite possible, but if you set it up right, it works pretty well. The other area of errors would be if you're incorporating OCR or something like that. There's inherently some ambiguity in that. It can read some letters differently. There's a possibility for errors to come in there as well. However, based on what I've seen, at least for the insurance eligibility process, there is about 90% to 95% accuracy. In the vast majority of cases, it's pretty accurate.

We're a small shop with only two of us running Automate for the corporation. We deal with claims and other insurance-related work. The solution reduces the number of staff required because we don't have to hire network programmers or use VB scripts to edit data.  

As the tool deals with repeated tasks and mostly removes human error from the process, it cuts down on errors by about 50 to 75%. 

Behind the scenes, we see the value of using Automate immediately, as when we turn it on or enable it, as HelpSystems calls it, the tool beings working. Depending on the schedule, that could be within five seconds or 15 minutes. The process works fine; it's flawless. 

Fortra's Automate does the work we wanted to do in the expected steps, and it's really a throughput process that enables our system to have a steady flow of transactions.

Our company's goal is to use Fortra's Automate to build and create automation. Of course, we have to instruct the solution as to what to do, but this would be a great enhancement for our organization.

The ability to automate using drag and drop is very important to our organization.

We did not need any training before using the solution.

I was not with my organization when they did not have Fortra's Automate. Therefore, it is difficult for me to measure what they did before. Manual work would have likely caused errors, and the solution is helping to improve that.

I work with EDI, which is the business process that we use. We need to get EDI data into an ERP system, and Fortra's Automate is the tool that can help us do that.

The solution has saved us time, as it is an automated process that runs independently and transfers data.

On occasion, it is easier to use the solution's recorder for recording desktop and browser-based activities.

The solution saved users a lot of time. They are thrilled that they no longer have to manually pull reports and go through large amounts of data to find the information they need. Previously, they had to spend 20-30 minutes every day going through reports, but now we can condense that down to a few minutes.

Fortra's Automate is a drag-and-drop development platform that makes it easy to connect and pull data from visual websites or visuals. Users can simply drag and drop elements to create their automation. This makes Automate a very user-friendly platform, even for those with no coding experience.

Fortra recommends 20 hours of hands-on use before their formal training, which is four, two-hour sessions. I think that is a pretty good plan.

As we use Automate more, it will help us reduce the need to hire more people to process repetitive tasks.

Automate helped our organization reduce human error.

It gives us a central place to schedule tasks and run them distributed. 

It's fairly important to us that it's based on a drag-and-drop, form-based development. It required very little training.

It has helped to reduce human errors. I can't provide the metrics, but humans are prone to creating errors when doing things manually.

It hasn't recently helped reduce our organization's need to hire more people to process repetitive tasks. That's because it's a mature instance that we're supporting.

We've automated all the vendor processes so that we don't have to manually load any files. Basically, it just automates the entire process for over 70 vendors, which is great.

We automated processes across security, IT, and credit cards, addressing numerous time-consuming manual tasks such as modifying credit card parameters and managing user passwords within the IT department. With Fortra's Automate, we've significantly streamlined these processes, enabling a much faster and more transparent workflow for both the IT team and the employees involved in these processes.

As a reseller of HelpSystems' AutoMate RPA the product will grow our business because of the dramatic operational cost reductions it offers to our customers. Especially when a buyer of AutoMate can grow their business without the associated cost of hiring new employees--a tremendous benefit of RPA. 

Companies that take the time to learn and understand AutoMate RPA will want to invest in the product for the benefits it offers, the operational cost reductions it provides and its quick ROI.

Prior to using AutoMate, our process of collecting reports from employees was manual.

We use AutoMate to interface different systems with each other, as an EDI tool, as an FTP tool, to automate AD reporting.