EDI Manager at a wholesaler/distributor with 201-500 employees
Real User
Has the capability to alert us of any issues and does the job effectively
Pros and Cons
  • "Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
  • "Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem."

What is our primary use case?

We use Fortra's Automate to run job schedules for data processing to and from our ERP systems. We extract important data to send to customers and upload it to our ERP system.

The solution is deployed on-premises in just one location.

How has it helped my organization?

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.

What is most valuable?

The solution is quite sound and it is a reliable workhorse. Fortra's Automate performs the job effectively and has the capability to alert us of any issues.

What needs improvement?

Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem. Automate simply states "failure" and nothing else. This is an area that could be improved by having wizards available to assist.

Buyer's Guide
Fortra's Automate
March 2024
Learn what your peers think about Fortra's Automate. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,386 professionals have used our research since 2012.

For how long have I used the solution?

I have been using the solution for three years.

What do I think about the stability of the solution?

The solution is stable.

What do I think about the scalability of the solution?

The solution appears to be scalable, however, our lack of time to analyze and experiment is a major setback.

How are customer service and support?

The technical support is excellent. I enjoy chatting with technical support, as it allows me to get a quick response to any solutions or problems. This has saved us a lot of time, and we are able to get an immediate response. The support person will join us online in a Zoom session to resolve our issue. Not many solutions offer this, which is very advantageous for us. We can also email, but they give us the option to chat, which is very quick, easy, thorough, and effective.

How would you rate customer service and support?

Positive

What was our ROI?

We have seen a return on investment due to the reduction of manual effort required for certain tasks.

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

The cost is a bit high for a small business like ours, but we manage with Fortra's Automate.

There are no additional fees.

What other advice do I have?

I would rate the solution an eight out of ten because we never received any training or exposure to Fortra's Automate. We had to learn it through hands-on experience with a mentor when we started. We weren't given any resources to help us learn, so we had to figure it out on our own.

We have two people that directly use the solution.

The biggest issue we face is failure when attempting to use the ERP system at times, so we have nothing to maintain.

Potential users without experience should view demonstrations of how Fortra's Automate works to gain an understanding of its capabilities.

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Katie R Thompson - PeerSpot reviewer
Katie R ThompsonMarketing Campaign Lead at Fortra
Vendor

Thanks for the awesome review! We appreciate your feedback. We’re glad Automate is helping your organization reduce manual work and human errors. Additionally, we love to hear it's saving your employees time by automating processes that run independently to transfer data. Sorry to hear you're having issues identifying the source of a communication error within Automate. I have shared this information with our product/support team. If you ever find you need any assistance, please do not hesitate to reach out to Support as they are always at your disposal. Thank you again!

    Data Automation Engineer at a financial services firm with 201-500 employees
    Real User
    Top 20
    Saves time and human errors, but I would like more reliability
    Pros and Cons
    • "The ability to connect to websites and pull data is the solution's most valuable feature."
    • "Fortra's Automate is not as reliable as I would like it to be."

    What is our primary use case?

    We use the solution for automating processes to pull down reports from the web. The company posts these reports on websites, and we want to download them. We then scrape the reports to create database files that can be pulled into other applications.

    How has it helped my organization?

    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.

    What is most valuable?

    The ability to connect to websites and pull data is the solution's most valuable feature.

    What needs improvement?

    Fortra's Automate is not as reliable as I would like it to be. For example, it sometimes has trouble finding elements on a page. I noticed that on occasion when I come in the morning and check the automation, it did not run properly.  I am not sure if it is because of the way I programmed it, but this happens more often than I would like.

    For how long have I used the solution?

    I have been using Fortra's Automate for four months. 

    What do I think about the stability of the solution?

    For the most part, the solution is stable. We're still finding ways to program around hiccups in our runs.

    What do I think about the scalability of the solution?


    How are customer service and support?

    The technical support is very good. They are responsive and work through issues with me. I called them two or three times.

    How would you rate customer service and support?

    Positive

    What was our ROI?

    I'm not involved in the dollars side, but we're saving lots of time. Users are moving routine and mundane tasks to Automate so they can get to pertinent information with minimal effort.

    What other advice do I have?

    I give Fortra's Automate an eight or nine out of ten.

    Creating the logging is easy enough. We have to do our own logging in Automate. Maybe that's just how it has to be, but I need to understand how to diagnose problems better. Overall, I'm happy with the product so far.

    I recommend taking advantage of the training that Fortra offers on its website. It is good quality training. Fortra requires us to complete 20 hours of training, followed by their formal instructor-led training (via Zoom) and certification. I believe that a lot of this instructor-led training could have been delivered through video from their website and that more time could have been spent discussing real-world use cases for the company. I don't know if this is possible, but the training costs $1500, so I think a more personalized experience would have been better value for money.

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
    PeerSpot user
    Buyer's Guide
    Fortra's Automate
    March 2024
    Learn what your peers think about Fortra's Automate. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
    765,386 professionals have used our research since 2012.
    Consultant at a manufacturing company with 10,001+ employees
    Consultant
    Provides a central place to schedule tasks and has good monitoring features and support
    Pros and Cons
    • "It gives us a central place to schedule tasks and run them distributed."
    • "The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."

    What is our primary use case?

    We use it for running reports.

    How has it helped my organization?

    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.

    What is most valuable?

    Some of the monitoring features and the dashboard are valuable.

    What needs improvement?

    The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially.

    For how long have I used the solution?

    I've been using this solution for about four months.

    What do I think about the stability of the solution?

    It's fairly stable. We're seeing some issues. I'd rate it a seven out of ten in terms of stability.

    What do I think about the scalability of the solution?

    It seems scalable to an extent. We've 15 users using this solution.

    How are customer service and support?

    I've contacted them. They were very helpful. I'd rate them a ten out of ten.

    How would you rate customer service and support?

    Positive

    Which solution did I use previously and why did I switch?

    I've used other solutions, but there wasn't another one I know of doing this work at this company.

    How was the initial setup?

    I wasn't a part of the deployment process. It was done several years ago, and I joined the team just this year.

    In terms of the setup and the environment, it's virtualized on-premises. We have three EXE servers, one service box, and one server that we run the client on.

    In terms of maintenance, I'm not aware of any maintenance requirements.

    What other advice do I have?

    To those evaluating this solution, I'd advise having your migration plan in place.

    I played around with a few of the things, and it seems like a viable option for building and creating automation using no-code automation, but it also depends on the use case.

    I'd rate Fortra's Automate an eight out of ten.

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
    PeerSpot user
    Clinical business analyst senior at a healthcare company with 5,001-10,000 employees
    Real User
    Reasonably priced with responsive technical support and good stability
    Pros and Cons
    • "We have found the pricing to be very reasonable."
    • "The documentation is not that great."

    What is our primary use case?

    We primarily use the solution either for uploading and downloading files on vendor SFTP sites, reading data and files and looking at files to alert and take action, and internally moving files such as data extract and reports from one destination to another, including moving into a network folder or server.

    We also use it for data transformation and manipulation, such as converting files from text to Excel or CSV, unzipping files, leading rows and columns, reformatting rows and columns, and combining files.

    And then we also use the solution to connect them to databases to execute SQL statements to produce reports.

    How has it helped my organization?

    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.

    What is most valuable?

    The file interaction features are the most valuable aspect for us. We use them a lot and data interaction is our main use case.

    Technical support is responsive.

    The initial setup is straightforward.

    The stability is very good.

    We have found the pricing to be very reasonable.

    What needs improvement?

    The OCR needs improvement. 

    The solution needs image recognition to integrate front-end and back-end workflows. They need to offer better organization of image capturing for image recognition.

    The documentation is not that great. There have been times where I've had to reach out to HelpSystems to just try to accomplish what we're looking for. I've used other solutions that have much better documentation available.

    For how long have I used the solution?

    I've been using the solution for five years. It's been a while. 

    What do I think about the stability of the solution?

    The solution is stable. It's reliable. There are no bugs or glitches. It doesn't crash or freeze.

    What do I think about the scalability of the solution?

    We haven't really tested the scalability. We haven't tried too many integrations, for example.

    We have six full-time users on the solution right now.

    How are customer service and technical support?

    I've used tech su[pirt in the past and I have found them to be helpful and responsive. I'm satisfied with the level of service they provide. 

    How was the initial setup?

    The initial setup is probably pretty straightforward, or, at least, that's my understanding. We had people System Engineers that we're able to set up pretty easily.

    The biggest part about deployment is setting up the dedicated servers, which we're actually installing on the services, and therefore it is pretty painless.

    What was our ROI?

    We have seen ROI in terms of saving and cutting down on resources related to specific workflows. You don't have to have IT staff to manipulate files or pick them up or automate some things for end-users. Since they don't have to perform those actions, we get ROI savings there.

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

    We pay the licensing fees on a yearly basis. The pricing is good.

    What other advice do I have?

    We're just a partner and an end-user.

    We don't really use the reporting or the dashboards within the product, although they are available. 

    There are other solutions that companies can use to integrate with AutoMate. I would recommend that organizations also look to pair it with other solutions like the AutoMate Intelligent Capture Solution as that can integrate very well with the RPA product.

    I'd rate the solution at a nine out of ten. We've been very happy with its capabilities.

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Continuous improvement coordinator at a insurance company with 11-50 employees
    Real User
    Top 20
    Boosts productivity with cost-effective, easy-to-use automation software
    Pros and Cons
    • "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."
    • "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."

    What is our primary use case?

    Before we started using Fortra's Automate, we developed a business case in collaboration with the enterprise to determine how to implement the solution in our business. 

    We explored ways to monetize our automation efforts and considered whether to create a specialized automation department or have multiple employees across various departments working on automation. We decided to appoint one dedicated person to focus on teaching and troubleshooting issues related to the Fortra Automate solution, while employees from different departments would engage in building and refining the RPA processes.

    How has it helped my organization?

    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.

    What is most valuable?

    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.      

    What needs improvement?

    I believe we need to test various OCR tools that assist in evaluating six different customer resyncs. We analyze their spending patterns and documentation, 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.

    For how long have I used the solution?

    I have been using Fortra’s Automate for more than a year.

    What do I think about the stability of the solution?

    It's a distinct challenge. We lack a direct path to the internet; instead, our server connections pass through Argentina, and our Microsoft server is situated in Brazil or the United States. This setup sometimes causes connectivity issues, leading to timeouts. We're actively addressing these concerns within our cloud environment, but overall stability relies heavily on our internet infrastructure, which currently impacts the functioning of our entire setup.

    What do I think about the scalability of the solution?

    Based on our records, I'd rate it around nine to ten, which is excellent. However, our on-premise servers need improvement, consistently posing challenges, prompting our decision to transition away from this setup. I'd rate on-premise performance at around five at most.

    How are customer service and support?

    They are good.

    How would you rate customer service and support?

    Positive

    Which solution did I use previously and why did I switch?

    This is our very first solution in this category.

    How was the initial setup?

    The initial setup was challenging as we, being the first bank in the country, had limited knowledge about transitioning to the cloud. Obtaining authorization from the central bank was a critical step. With significant assistance from the enterprise and Microsoft, leveraging Azure, setting up on the cloud posed its difficulties. Although Fortra's Automate is on-premise, our CRMs are cloud-based. We're in the process of using APIs to bridge our CRM with the on-premise database, creating a hybrid solution, although the CRMs are entirely cloud-based.

    What was our ROI?

    Regarding the return on investment, I may not have the exact figures at the moment, but our primary focus is on enhancing efficiency. We are actively measuring and analyzing the efficiency gains we've achieved, and the results have been quite promising.

    We are currently engaged in several automation projects, and we are closely tracking the benefits and returns generated by our automation efforts.

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

    I believe the price falls within a reasonable range, which significantly influenced our decision regarding the product. This aspect is crucial for any technological solution, especially in our country where enterprises might be hesitant to invest heavily in something untested or uncertain about its practicality and potential returns.

    Which other solutions did I evaluate?

    We conducted research on various solutions, but we were already familiar with Fortra as we had previous positive experiences using it in different organizations.

    What other advice do I have?

    Firstly, it's crucial for individuals to understand the essence of automation and why it's necessary for their tasks. Many express the need for automation without a clear vision of their existing processes or the roadmap towards automation. It's essential to have a clear understanding of current workflows and the desired destination before considering solutions to facilitate that transition.

    Overall, I would rate it 8 out of 10.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
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    PeerSpot user
    Chief Administrative Officer at rpa total centroamerica
    Real User
    Good pricing, with great Azure integration and very good forms
    Pros and Cons
    • "The pricing is excellent. I would give them perfect marks in that regard."
    • "The technical support could be better. We suffer from language barriers, as we are in Argentina."

    What is our primary use case?

    With Automate, as an example, if I have a supplier that provides me with items in bulk, the bot of the system will take the bulk order and divide it into individual units for sales. If the company that supplies me also charges for transportation, the system will divide those costs among each item so that I am invoicing and charging correctly when I am selling items on an individual basis. It does this based on the rules I set up on my end. It basically takes the work of many people and automates it.

    What is most valuable?

    The solution integrates well with Microsoft Azure. We get AI, artificial intelligence, resources from the solution and it's working very well for us. 

    The pricing is excellent. I would give them perfect marks in that regard.

    The deployment is not too complicated. It's pretty easy.

    The forms are very good.

    What needs improvement?

    The technical support could be better. We suffer from language barriers, as we are in Argentina.

    The OCR (optical character recognition) capacity could be improved a bit.

    For how long have I used the solution?

    I have about two years of experience with the solution. It hasn't been too long.

    What do I think about the stability of the solution?

    The stability is very good. As far as I know, we haven't had any issues so far. It's very reliable. The performance is good.

    What do I think about the scalability of the solution?

    The scalability has been very good so far.

    We have been using it in a Home Depot-like organization in Costa Rica. It's deployed in over 42 stores there, across different servers, and it is working very well for them. They love the solution and plan to use it more and to increase usage as well.

    Typically, we work with medium and large-sized organizations.

    How are customer service and technical support?

    Technical support is a bit of an issue.

    We have our technical support team from Argentina. We can't even speak the same language. That aspect is quite bad. 

    However, we have been trained by them, and we had some RPA experts. We were given very good training and they provided it to us.

    How was the initial setup?

    I found the initial setup to be quite straightforward. It's nice and easy. It's not an overly complex process.

    The deployment is pretty fast. We got it done in under one day.

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

    The pricing of the product is reasonable. We don't find it overly expensive. It's very competitive.

    Which other solutions did I evaluate?

    We've compared the solution to, for example, Automation Anywhere, Blue Prism, and UiPath. And we have done a lot better with HelpSystem. It offers much better pricing, for example, and offer very good forms.

    What other advice do I have?

    We are a representative of the company. We are integrators and HelpSystems partners and we sell the platform to companies in Costa Rica, Central America, and Puerto Rico. We do the integration for clients. Therefore, we do the mapping, and we do the bots also.

    We are using the latest version of the solution. However, I'm not sure what the exact number is.

    I would advise others to have an expert that understands the solution assist in the onboarding process. The platform can be very good. It is really good. However, if you don't have experts to train your people and also to implement the solution properly within your company, it's likely the project will fail.

    Overall, I would rate the product at a nine out of ten.

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
    PeerSpot user
    Senior Principal @ Trexin - an Architecting Delivery Executive and Fairy Duster in Chief at a consultancy with 51-200 employees
    Real User
    Good scheduling features, but there is no auto-record functionality and it needs to be more user-friendly
    Pros and Cons
    • "The most valuable features for my client are timing and scheduling."
    • "They do not encrypt passwords, so this is an issue with HIPAA compliance."

    What is our primary use case?

    We are a solution provider and this is one of the RPA products that we have evaluated for our clients. We do have experience with it because one of our clients has been using it. However, this is not the right tool for our clients and I would not be comfortable bringing it up.

    It is used for very rudimentary stored-procedure automation. Basically, it is for running scripts.

    What is most valuable?

    The most valuable features for my client are timing and scheduling. They are not using it to its full potential, so this is what is most important for them.

    What needs improvement?

    There are many things that need to be improved.

    The security needs to be improved. They do not encrypt passwords, so this is an issue with HIPAA compliance.

    They don't have an auto-recording capability, which means that you have to program everything.

    The impression that we had and the feedback that we received is that the interface is confusing and there are too many things that you have to do. It can be a very intimidating UI for a lot of people. They have drag-and-drop features, but they are not all that great. The interface needs to be streamlined and if they want broader adoption in a company then they need to do a better job at taking the technology out of it.

    Unlike many of the larger competitors, they do not have a Community Edition where you can deploy it and test it out. You might be able to run it for a month or a couple of weeks, but that is not enough. I think that this is something they could improve on.

    For how long have I used the solution?

    My client has been using HelpSystems AutoMate for more than a year.

    What do I think about the scalability of the solution?

    Scaling this product can be very complicated and confusing.

    We only have a single client using it.

    How are customer service and technical support?

    We had Professional Services included and from a service perspective, I think that they are good. However, they are definitely focused on the smaller scale, technical RPA work, rather than the holistic, large-business process market.

    I would say that the support is fine and the knowledge is there, but they have a very technical skillset.

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

    The licensing fees are comparable with the other products in the market. It comes with a package that costs approximately $20,000 USD per year.

    Which other solutions did I evaluate?

    HelpSystems Automate is a niche player in the RPA market and not very well known.

    One key difference is that more mature tools will have an auto-record feature, where you can press a button and it will record what you're doing. The security is also better in other products.

    Competing products have better drag-and-drop capabilities.

    One of my clients recently implemented UiPath, rather than this product.

    What other advice do I have?

    HelpSystems is a smaller company, so they are able to give their customers a lot of attention. I would say that on a small scale, this is a good low-code alternative. On the other hand, if you are looking for something more mature then it is not the right company.

    I would rate this solution a four out of ten.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Principal at Adaptive Growth, Inc
    Reseller
    Good technical support and the drag and drop interface makes it easy to use
    Pros and Cons
    • "The most valuable feature is the drag-and-drop interface, which is very Windows-like."
    • "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."

    What is our primary use case?

    Adaptive Growth is a reseller for HelpSystems' AutoMate Robotic Process Automation software system. Our primary target markets are manufacturing and distribution companies. We also feel that nursing homes and trucking companies are markets that RPA will provide tremendous benefits in operational cost reductions. HelpSystem's PDF and email integration into business software workflows is a great benefit for most any company. 

    How has it helped my organization?

    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.

    What is most valuable?

    The most valuable feature is the drag-and-drop interface, which is very Windows-like.

    Technical support and marketing support is terrific.

    The documentation is online and it's very good.

    The integration is excellent. For example, it will integrate with SAP very easily. It's  API 

    (application programming interface) is easy to use when and where where required.

    What needs improvement?

    Adaptive Growth finds that AutoMate satisfies the workflow and repetitive business processes of most any company we would address. The product's improvement will come mostly from its users which has been the case. 

    For how long have I used the solution?

    Adaptive Growth has been working with HelpSystems AutoMate for about nine months.

    What do I think about the stability of the solution?

    This is a very stable product.

    What do I think about the scalability of the solution?

    AutoMates scalability will satisfy most any company's growth requirements.

    How are customer service and technical support?

    Technical support is terrific.

    Which solution did I use previously and why did I switch?

    We worked with company a company that sold and implemented UiPath and AGI had a trial version of Kofax RPA

    How was the initial setup?

    The initial setup is straightforward and very easy. A user company just needs to follow the the implementation steps. 

    What about the implementation team?

    Adaptive Growth implemented AutoMate without outside help. 

    What was our ROI?

    Customers of AutoMate will realize their ROI within 90 to 120 days from their go-live date. However, that is dependent on the business requirements for a specific project's workflow is properly defined and documented so it meets that workflows business expectations,

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

    We especially like the way AutoMate is priced. Our customers can license it or pay a one-time purchase price dependent on the number of users. 

    Which other solutions did I evaluate?

    We were looking at UiPath and Kofax, and we chose HelpSystems and AutoMate because the product is so Windows like and easy to use.

    What other advice do I have?

    Our advice for any company who is implementing RPA including AutoMate is to make sure that the requirements for a specific process are clearly defined and documented.

    Overall, we find that this is a good product and it's easy to learn and implement. A buyer of Automate RTA never has to become dependent on an RPA implementation company or a consulting firm and its associated costs. 

    That said, the principals at AGI have been in the software industry for 35 plus years selling and implementing software systems that address critical business requirements and expectations, we know that a software project will fail when those expectations are not met. 

    We would rate this solution a eight out of ten.

    Which deployment model are you using for this solution?

    On-premises

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Other
    Disclosure: My company has a business relationship with this vendor other than being a customer: AGI is a reseller of Help Systems' Automate
    PeerSpot user
    Buyer's Guide
    Download our free Fortra's Automate Report and get advice and tips from experienced pros sharing their opinions.
    Updated: March 2024
    Buyer's Guide
    Download our free Fortra's Automate Report and get advice and tips from experienced pros sharing their opinions.