WorkFusion Valuable Features

Brock Miller - PeerSpot reviewer
Senior Vice President at a financial services firm with 10,001+ employees

The automation process is the most valuable feature.

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Shamus Cardon - PeerSpot reviewer
IT Engineer III at a healthcare company with 10,001+ employees

I really like the machine learning and tagging. They give a decent UI to allow even non-technical users to gather or tag the data, then that goes into the back-end so we can use it to train the models. This is something I have not seen in another solution or environment, and having that built-in, straight into the package, has definitely been a big help.

Out-of-the-box, the machine learning in the document processing engine needed some tweaking. A couple years ago, another engineer at the company and I met with one of the WorkFusion ML engineers and built out a custom model on their AutoML platform, then deployed it in January or February of 2019. It has been running pretty well since then. So, one of my huge selling points on WorkFusion is the AutoML.

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AS
Vice President at YASH Technologies

WorkFusion's SAP integrations are really good. 

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Buyer's Guide
WorkFusion
March 2024
Learn what your peers think about WorkFusion. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,667 professionals have used our research since 2012.
Prateek Agarwal - PeerSpot reviewer
Manager at Indian Institute of Management Visakhapatnam

There are two features that we use. One is document processing and the other is the bots. Both are good and quite effective compared to similar RPA tools, and both have performed efficiently.

The performance of WorkFusion is good. The data extraction and the bots in the system are quite optimized in terms of both the performance and the outcomes.

AI is built into their bots. One of the main advantages of the AI-based bots is that you can predict your analysis and predict your data in a very efficient way. We use the AI feature, along with the bots to help us predict or analyze our data.

OCR, document processing, is one of the main features of WorkFusion. It can analyze your documents very efficiently. The accuracy is close to 90 percent. It can analyze and extract data from any document to populate or update it in other sources, like Excel or Google Sheets.

It is quite easy to deploy your own machine-learning models through the bots, in baby steps. It's not a tough task to deploy your own ML models. It's not like coding in Python. No programming language is required. It is simply a workflow-based tool with which you can develop your own bots for and automate your tasks. It is quite easy for non-technical users to use WorkFusion. It is a workflow-based UI with drag-and-drop features.

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Matts Jöhncke - PeerSpot reviewer
Tech lead Automation at a retailer with 10,001+ employees

If you compare it to its competitors in the market, it is more Java-native. We can build more complex solutions with it. It's kind of like a Java platform, yet you have the surrounding monitoring, error handling, and human and loop functionalities. You get a lot of those surrounding services out of the box.

The document processing engine for domain-specific documents is okay. We have a little bit of complexity, however. We have both Swedish language and vendors from all over the world. They're automation grade. Sometimes, it's not up to the task of what we want. That said, it's getting better.

We don't have a lot of structured documents. It's more unstructured or in between. For invoicing processes, we do have a lot of documents, and this solution has saved a huge amount of manual labor. 

The machine learning models for helping with document-heavy processes are good as well. If you have your internal documents and you can train on them, the performance is okay. However, now, with the LLM incoming, we do see an increase in automation when we add that into the concept. Definitely, in comparison to sending everything to LLM models that are pay-as-you-go, from that perspective, it's good.

We use WorkFusion Network. We've used it to access the current automation, AI innovations, or industry benchmarking. It is good. Definitely, the knowledge basically could be more searchable. That said, they have some good documents there.

We have not really used WorkFusion Networks library of prebuilt components. We have used some. It definitely speeds up work, and it's important to focus on the great prebuilt components. That said, we don't have a lot of use cases that have application connections. Common stuff, like trigger email reading, is definitely usable.

It's helped to improve our accuracy and compliance. We have some onboarding stuff, and we also have a GDPR event system that has been useful.

The product has helped with evolving goals. That said, at times, our goals don't work towards the same end goals. It's improved a lot lately. We've had a good dialogue with them. We've been able to push through some improvements. 

We have been able to save time and money. I don't have the latest figures. However, we've saved on both costs and time. 

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RT
Vice President of Intelligent Automation at a tech services company with 5,001-10,000 employees

We rely on all the core features of the product. 

Our team is satisfied with the overall capabilities of the document processing engine. We process a lot of documents. In fact, much of our business is based on processing data. Generally, that data is found in a lot of software documents. Therefore, the document processing engine is very important in terms of having the capability to automate processes. In general, the product works as advertised. It meets our needs.

We are using the document processing engine mostly for structure documents. We are not using it for a whole lot of unstructured data.

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JG
Senior Product Manager at a financial services firm with 51-200 employees

The document processing engine is good. We're extracting around 70 data points from a given document, and we have an automated extraction rate of 80 percent for those fields. For some fields, the rate is 100 percent because they're clear. They're always in the same spot and are very defined. Other information is only found in a few documents, and the automated extraction rate for those cases is a lot lower. Overall, we're quite happy with the 80 percent.

The interface is user-friendly and accessible for people without a technical background. It's straightforward to design and set up the business process ourselves. I think the UI was designed for business users rather than IT or technical users. I was able to set up a business process with a half-day of self-guided online training. That's pretty intuitive, and I would rate the UI 8.5 out of 10.

I would even give WorkFusion a nine for overall ease of use. The workspace is well designed. You can navigate everything using the keyboard, and it has good functionalities. WorkFusion is ready if you have specific improvements to your business processes. 

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Lada Chu - PeerSpot reviewer
Senior Vice President, KYC Director at a financial services firm with 1,001-5,000 employees

I'm a non-technical person. I'm the business head. From what I've seen and been exposed to, Workfusion is very simple to use.

And in terms of the solution's flexibility towards evolving goals, it's highly flexible. During our PoC engagement, I have proposed functionality or enhancements and they've been open to them. They see value in the things that I have been proposing and that they would apply to their other clients as well. They have taken my suggestions for further development as future enhancements.

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MB
Intelligent Automation Manager at a retailer with 10,001+ employees

The ability to stitch together distinct pieces of a process into a larger workflow is the most valuable feature. I could emulate grabbing input from a screen, from an application, database, or Excel or a CSV file, then take that information and do a ton of different manipulations to it using rules and code, as necessary. Then, I can touch multiple other systems and grab more data or enter data into them, whether it be databases or front-end applications. That flexibility is huge in enabling us to really make a good impact with our automation.

The document processing engine is capable. We have a small number of invoices. For the most part, it works pretty well to process a document, extract the information, and then make updates in our accounting software. Invoices by their nature are structured documents. We only use it for certain vendors, so we are not just throwing everything at it.

It is not bad for structured documents. We just don't use it enough to be able to cheerlead for it. However, where we have used the document processing engine for structured documents, it seems to do a good job. 

WorkFusion does a lot of different things. In terms of workspace and document tagging, it is not bad and pretty intuitive. With a little bit of training, people generally pick it up and are off to the races. Other than that, we don't generally let non-technical users touch it.

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PS
Sr. Manager at a financial services firm with 5,001-10,000 employees

A helpful feature is the analytics capability within WorkFusion. The analytics dashboards, i.e., their Tableau dashboards, are really helpful for building a business activity monitoring layer. These are very visible to senior management and stakeholders, who can see and know what is happening within processes. They can see what benefits are getting delivered as processes, either ;daily, weekly, monthly, or quarterly. It is easy for stakeholders or senior management to understand the value for the money that they are spending.

The solution has ELK Stack with Kibana, which is useful and helpful for monitoring all of WorkFusion's infrastructures. This has been really helpful, even though we have just started using it very recently. Previously, if there was an issue, we would log into each of the servers separately and try to fix it. We were introduced to ELK stack two weeks ago, though it has always existed in the product. It has been really amazing. If there are failures, we immediately get notifications. We have been able to integrate it with our enterprise alerting system that creates tickets automatically, which is amazing. We don't have to spend and dedicate hours just to look into the infrastructure to see if there has been a failure or not. We can be reactive instead. 

WorkFusion definitely has a very strong capability to process any document using OCR and machine learning frameworks, particularly from an extraction perspective. We have just used this, deploying one use case using these capabilities. We have been happy with the results. We are getting almost an 80% automation rate. Based on this success, we have started exploring other opportunities within my organization to see if there are other use cases that best fits this AI paradigm.

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HK
Deputy OFAC Officer at a financial services firm with 1,001-5,000 employees

We have been very pleased with the speed and decisiveness of WorkFusion, which is able to quickly provide a disposition note or escalate to a human for additional review. We are also very pleased with the quality of WorkFusion's dispositions.

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AG
RPA SME at a financial services firm with 10,001+ employees

The Control Tower enables us to create and use workflows. It helps us run processes. There are a lot of small features, but the Control Tower is a very good feature, wherein we can create bots and schedule them as well as create different instances of them to run in different regions.

The "human task" feature is also important. It allows us to handle scenarios that might be causing a process to fail. We can catch a process that has not finished and take action on it.

When we develop bots, WorkFusion is heavily integrated and built on top of Selenium. We get to use the Selenium capabilities, which is also nice.

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MS
Director of Automation at a consultancy with 51-200 employees

It is flexible in handling different types of use cases. It allows users to customize the solution, if they know how to code. 

It has the ability to handle big use cases because it is scalable. So, it can handle complicated use cases.

We have had no issues with the document processing engine. It has been good. There are some documents that it edits out, but for the most part, they go through. We use it for mostly unstructured documents. Its machine learning is good when the amount of data to be extracted is within reason. However, if there are too many data points, then we have to get creative and maybe focus on the top 10 customers or top 80% of the volume. We might have to focus on that. But, if it is within a certain number of fields, then it is okay.

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SB
Head of Intelligent Automation - Africa Regions at a financial services firm with 10,001+ employees

I suppose that the most useful feature in WorkFusion has been the desktop solution — also known as a desktop option. It is a type of RDA (Robotic Desktop Automation) express option because it allows us to do very quick developments outside of the normal BI (Business Intelligence) process. Even though the bigger enterprise is obviously more robust, there are a lot of small solutions that can solve pain points in our business at a particular moment that do not require more rigorous development.  

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JD
Analyst, Intelligent Automation at a financial services firm with 10,001+ employees

WorkFusion's RPA Express's ability to scale across multiple geographies with limited impact on additional IT Hardware requirements. This has enabled the scaling of Robotics capabilities and solutions across all our entities.

The RPA Express solution is a free addition to the current Enterprise Agreement the Group has with WorkFusion and provides an excellent entry point into Robotics for new "Intelligent Automation Practitioners". 

Training has been standardized and formalized Academies have been set up.

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Deepak Thomas - PeerSpot reviewer
Technical Lead at Standard Bank South Africa

The solution is customizable, you can create new APIs according to your requirements.

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DC
Banking RPA Senior Engineer at a financial services firm

WorkFusion has the capability to implement complex workflows, which is useful. ML capabilities are very powerfull as well

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it_user1038165 - PeerSpot reviewer
Team Leader at a tech services company with 10,001+ employees

This solution has great document recognition capabilities. It uses OCR and Machine Learning and works with digitized documents. It collects the fields inside the documents, based on the models that we trained with. 

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DW
Feature Analyst at a tech services company with 1,001-5,000 employees

The tool itself is easy. I started using it without really having any coding experience, and it was something that drew my attention toward development. I was from the business side, generally, but now I find myself in the engineering field and doing more. But it started from there, where I didn't have any knowledge. So the fact that it was just a matter of "click here, click here," allowed me to mimic exactly what I used to do for account reconciliation purposes. After just a few clicks, it was doing reconciliations for me. It is the tool that got me started on this journey because it was easy to use.

I came fully from the business. I didn't have any technical background and actually did Banking and Finance in school. I just knew how to use a laptop, but I didn't have any technical skills when I started this journey. 

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JS
Robotics Support at a financial services firm with 10,001+ employees

It's a pretty robust product.

It comes packaged with ELK Stack, Elasticsearch, Kibana, and Logstash.

It has a lot of monitoring capabilities that we're taking advantage of.

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JG
Head of Automation at a financial services firm with 10,001+ employees

The most valuable feature is having the technology to interface into systems where we didn't otherwise have an API or some other kind of service or access. The benefit is in creating solutions where we don't have a backend API to call.

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SK
Co-Founder at Beta Edge Technology Limited

The most valuable features are the Excel activities. It has a number of Excel activities that are quite reliable.

The Studio is used for development and the Control Tower is used for management.

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BB
IT Manager at a recreational facilities/services company with 11-50 employees

The most valuable feature is that it is easy to use.

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KP
IT Program Manager at a computer software company with 5,001-10,000 employees

The cognitive features of this solution are good.

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SG
Delivery Director at a computer software company with 1,001-5,000 employees

We can see that its competitive ability is quite good. 

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DC
RPA Lead and IT Manager at a manufacturing company with 51-200 employees

The most valuable features are the recorder because it's user-friendly and the integration with other tools Excel.

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it_user1098837 - PeerSpot reviewer
Manager at a consultancy with 51-200 employees

The dashboard is the solution's most valuable feature. When clients want to look at the data it's very easy for them to do so. The dashboard for the IT manager is very useful if there are issues and to create and follow processes. 

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PM
Director & Co-founder at a tech services company with 1-10 employees

For automating mundane activities, I can recommend WorkFusion.

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Buyer's Guide
WorkFusion
March 2024
Learn what your peers think about WorkFusion. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,667 professionals have used our research since 2012.