Tech lead Automation at a retailer with 10,001+ employees
Real User
Top 10
2024-01-22T13:41:00Z
Jan 22, 2024
I'm a customer. The product has released one version we have not installed yet. We're working with close to the latest version. If I'd recommend the solution to others, it depends on what they're aiming for. WorkFusion is super good if you have a centralized team that's building and creating value across the company and looking at larger processes. However, if the company is only working on task-based automation, the smaller ones and not very complex ones, then there probably would be other solutions that are easier. I'd advise new users to have support from Senior leadership. It's very transformative. You need to work closely to get the most value. Look at end-to-end processes and have a centralized team that understands the concept of what can be done and not just push it out to business users. I'd rate the solution eight out of ten.
Deputy OFAC Officer at a financial services firm with 1,001-5,000 employees
Real User
Top 20
2023-10-02T16:08:00Z
Oct 2, 2023
I would rate WorkFusion eight out of ten. The product offers opportunities for improvement, particularly in terms of customer-based comfort with the level of automation, whether to manage it, monitor it, or trust it to run fully automated. We have a small number of endpoint users who use WorkFusion. These are our level-one analysts who interact with it. We currently use our level-one and level-two analysts to handle escalations from WorkFusion and to evaluate the false positives that WorkFusion identifies, in order to confirm that they agree with the disposition note. No maintenance is required. For those considering WorkFusion but already using an RPA tool, I would like to know about their RPA experience and whether they felt it was tailored to the specific needs of the financial crime compliance industry. I have personally found that WorkFusion's explicit definition of what its digital workers can and cannot do, and its application of this to the financial crimes industry, really sets it apart from other vendors. This is because other vendors require a significant amount of customer input to design a product that meets their needs, and then require further customer maintenance to ensure that those needs are still being met. Make sure to discuss the willingness to work with other vendors to share their model documentation and provide support for model validation. Artificial intelligence-based solutions are a very hot topic, so I think people need to be cautious about how they select a vendor. Make sure that the vendor is able to provide their own model documentation and model governance so that they understand that the risk of any errors and all liability rests with the institution. AI can be a great tool, but only when it is governed and monitored appropriately.
Senior Vice President at a financial services firm with 10,001+ employees
Real User
Top 10
2023-09-13T20:00:00Z
Sep 13, 2023
I would rate WorkFusion seven out of ten. We have about 35 WorkFusion users, most of whom are analysts who perform a variety of tasks. The digital worker we implemented has gradually taken over some of the analysts' more mundane tasks, so they can now focus on quality control rather than doing all of the initial analysis. WorkFusion takes care of the maintenance. We have 35 people on my team who use WorkFusion. Over the next few years, we plan to roll out more use cases, but we are limited by our capacity and budget. Whether WorkFusion's out-of-the-box solutions are worth evaluating depends on the complexity of the process and whether they align with the organization's needs. If we need to completely customize one of WorkFusion's digital workers for a specific process, WorkFusion may not be the best fit. Based on our experience, I would recommend adding at least 50 percent to the implementation timeline that WorkFusion provides. The biggest lesson I've learned using WorkFusion is to limit the number of customizations to its out-of-the-box solution.
I would highly recommend WorkFusion but it depends on your requirements and the exact jobs you want to run. It is a good idea to evaluate it with the 30-day free trial so that you can think about it before fully implementing it. Before you use it, you need to analyze the requirements at your end. WorkFusion is the best smart automation tool. The 30-day trial is quite a good offering for any organization to try the product before buying.
Feature Analyst at a tech services company with 1,001-5,000 employees
Real User
Top 20
2022-09-18T19:13:00Z
Sep 18, 2022
If you have any technical background in Java or other development languages and you want to experience some light coding or just know a little coding, WorkFusion is good because it allows you to do a lot by clicking. It's good for somebody who wants to start this journey. There's a coding part of WorkFusion for those who want, but if you want to build your skills and start automation, it's not a bad tool to start with. In time, you're going to want more, but for a starter, WorkFusion is not a bad tool at all. You can click and it does image recognition and more. It's easy to navigate. The document processing engine for specific types of documents, for the few docs that I have worked with it, is okay. It tries to mimic exactly what a human would do, but I wouldn't rate it at 100 percent. It does exactly what you want it to do but it might take a lot of time to get through a particular document. WorkFusion goes cell-by-cell compared to the same thing in Python where I could quickly just read it into memory and then do an entire page. With WorkFusion you can also read something into memory if you give it the right range and then you can use it in the way you want to. As a bank, document processing is critical. You can't get it wrong. That's the reason that, for most of the bots we develop, we usually have manual intervention at the end for a human to review things. We get somebody to consent to it before it goes out because these are the kinds of things that commit the bank. We need to be extra careful with documentation. We have started a center of excellence where we train people who want to learn how to do automation on their own. They might not necessarily be tech-minded, but we show them how to do it and then they can. We are getting a lot of people who are trying to get on board and buy into the idea. A lot of people who are using it in our organization are using the free version. The certified version is something you pay for. We have about eight people who are using the certified version and we have two more people undergoing the certification process. The last time I checked, there were 20 users using the free version and practicing using the tool in general. Initially, people thought it was geared toward somebody losing his job. But now they have bought into it. These bots are things that need to be handled and maintained by somebody. So it's not here to kick you out of your job but to provide you with an alternative route.
RPA SME at a financial services firm with 10,001+ employees
Real User
Top 20
2022-09-18T06:17:00Z
Sep 18, 2022
We haven't used the AI and ML features in production that much. The OCR features are reasonably good, not very good, but reasonably good, and they get some use. If you're an analyst or an end-user, it's not very easy, but it's worth developing some abilities based on basic certification or training. It's not that complex because there are so many facilities available, but if non-technical users are not aware, they may only be able to use it to a lesser extent. It is not really easy for non-technical users, that's what I hear, but it is worth it. It gives you results if you learn it. And for a technical person, it is Java-oriented technology, so you need to have good skills to develop bots.
Sr. Manager at a financial services firm with 5,001-10,000 employees
Real User
2022-04-04T11:12:00Z
Apr 4, 2022
If you are looking for building small-size, quick and dirty automation and something that you can build from scratch within two to three days to run on each of your user's desktop, then WorkFusion is not the platform of choice. However, if you are looking for building automation which can run at scale, e.g., if you are doing suspect transaction processing in a bank and processing approximately 50,000 transactions in a day, then you want to really ramp that up at scale. In that case, WorkFusion is the platform of choice. There is room for improvement. I would rate them as six out of 10.
Senior Vice President, KYC Director at a financial services firm with 1,001-5,000 employees
Real User
2022-02-25T23:22:00Z
Feb 25, 2022
The biggest lesson I've learned is that when you're picking a firm, it's truly vital to assess how well they're going to work with you and how flexible they are. My past experience with other firms is that they're too rigid. They work within the confines of the terms and agreement and there's no room for flexibility unless we negotiate a change request or new terms. With WorkFusion, what I have found is that there are firms out there that are willing to work with you, versus always sticking to the black and white of the contract you signed.
IT Engineer III at a healthcare company with 10,001+ employees
Real User
2022-02-09T23:50:00Z
Feb 9, 2022
I have been fairly happy with it. It gives me straightforward deployments of stuff. It lets me build out schedules and set up database tables natively from their web interface. I led our internal 'tagging' training sessions, not WorkFusion. It was mostly just walking through what the environment is and what they have to do in the solution to process documents. If someone was looking into WorkFusion, but already has an RPA tool in place, I would probably want to learn more about what they are not getting from their current RPA tool. Then, I would figure out if that is something that WorkFusion would be able to provide or if it is something that would be a shortcoming in WorkFusion too. Generally, I would lean towards the side of momentum, where if they already have a good thing going with one tool, unless there is a real need to transfer over, then I would recommend staying with that tool. I would rate the product as seven out of 10. It is definitely not a nine or 10 because there are certain shortcomings in it. However, I don't pull out my hair every day trying to make general things work the way that they should work.
Senior Product Manager at a financial services firm with 51-200 employees
Real User
2022-02-02T12:33:00Z
Feb 2, 2022
I rate WorkFusion nine out of 10. WorkFusion's customer service is the most important aspect for me. They have people in Minsk and London, so they also cover different time zones and can help our colleagues in India when they need help. One of the reasons we chose WorkFusion is because they had full-service coverage of our different time zones.
My advice for anybody who is implementing WorkFusion is to use it for small desktop processes, such as sending out a report via email, or small amounts of Excel reconciliation. However, once you have more than 1,000 or 2,000 data rows, it's going to be a bit hectic to consume that much data. That said, for small desktop applications, it's going to work. When it comes to deploying to the server, it's going to be a bit complicated for enterprise solutions, especially because of the space. When they want to deploy it, they should have at least 16 GB of RAM and at least four CPU cores. Otherwise, anything below that will be too slow. In summary, this is a good product for small desktop-level automation, but I do not recommend it for large-scale automation because it consumes too much memory and the processes run slowly or hang as a result. There is a lot of work to be done and considering the support does not get back to you, you might struggle with an issue for a long time. Also, there is very little content available online. I would rate this solution a six out of ten.
I rate WorkFusion eight out of 10. WorkFusion will begin training our team in a month or two. So after that, my rating might change. But currently, I would rate it around eight. For people thinking about switching to WorkFusion, I would suggest considering if this is the approach you want or if you would rather go with the on-premise solution. If there are conservative customers, we recommend they go ahead with that because it may limit the major vendors available, but at the same time, they will not be disappointed. But on the other hand, if somebody wants to go through a complete detailed evaluation, then we have other recommendations also.
I do not have high-level experience with platforms that offer similar robotic process automation currently. The capability is there in this solution, the platform has a lot of features and capabilities. The onus is of the user to utilize all of those capabilities that WorkFusion has. If you have a small business there might be a better solution out there for you but if you have a large organisation, I definitely recommend it. I rate WorkFusion an eight out of ten.
Robotics Support at a financial services firm with 10,001+ employees
Real User
2020-12-31T11:25:55Z
Dec 31, 2020
We use Control Tower (UI) to control the Business Processes. I support the production environment and respective monitoring across multiple Linux and Windows servers. I am part of the team that supports Robotics within our organization including bots running under Workfusion, UIPath, Pega, etc. I would rate WorkFusion an eight out of ten.
Head of Intelligent Automation - Africa Regions at a financial services firm with 10,001+ employees
Real User
2020-08-02T08:16:47Z
Aug 2, 2020
Overall, I would recommend this solution to other users. I have got nothing against UiPath or Blue Prism or any of those other products, and I think there are other options like Python people can make use of. But from my experience with this product, I certainly recommend it. On a scale from one to ten where one is the worst and ten is the best, I would rate WorkFusion about an eight. Between a seven and an eight but on the high end of that range.
We're hoping to partner with the solution in the near future. Right now, we currently just service our customers as required. We are IT services providers, so we work on all deployment models. We match our offerings to what the customer is currently looking for. I'd rate the solution six out of ten. While it's a good solution, there's a lot to work on. They should work on productivity for the developers. As of now, their productivity is very bad compared to what Automation Anywhere or UiPath offers. It's why I've ranked them a bit lower. A simple business user can work with a UiPath and on Automation Anywhere. That's not true with this solution. It has an ease of use problem that needs to be tremendously improved. They have to catch up in the RPA market. I'd recommend other companies first consider UiPath. If there are a lot of unstructured data, the first preference would be to go to Automation Anywhere. This is due to the ease of use of IQ Bot. We like the tool, and we want to use it. Our only request would be, they should simplify the tool as much as possible and work on the productivity of developers.
Before implementing it would be good to go through the design points. On a scale of 1 - 10 I would rate them a 6. That's not low - that 60%. But as I said, it needs to be upgraded and modified. On-prem solution software needs to be in a stack that is much more accessible around the architecture of your plant. It should be fast-acting and accessed over the internet. That's the most important part and most companies require it.
Head of Automation at a financial services firm with 10,001+ employees
Real User
2019-12-05T06:53:00Z
Dec 5, 2019
My advice for those thinking of implementing an RPA is that they start small and simple if they want to see if it works for their company. If it doesn't work as a small scale, investment in the long-term solution doesn't make sense. On a scale from one to ten where one is the worst and ten is the best, I would rate WorkFusion as a seven out of ten. It is not higher because they have got some work to do now. Other companies have caught up. They were the first ones to offer a free desktop automation product and the others will now need to follow suit. To stay ahead it is time for them to come up with the next innovation.
We use the on-premises deployment model. The client prefers not to use the cloud. We deploy the solution for big enterprises, but only small groups of users are actually interacting with the solution directly. I'd recommend the solution. I'd rate it eight out of ten.
WorkFusion, Inc. is the creator of AI-enabled Digital Workers designed specifically for banking and financial services organizations. Its Digital Workers are true knowledge workers that effectively augment existing teams in functions like anti-money laundering (AML), sanctions, customer onboarding, Know Your Customer (KYC), and customer service. WorkFusion’s digital workforce solutions help solve talent shortages, increase workforce capacity, save money, enhance employee and customer...
I'm a customer. The product has released one version we have not installed yet. We're working with close to the latest version. If I'd recommend the solution to others, it depends on what they're aiming for. WorkFusion is super good if you have a centralized team that's building and creating value across the company and looking at larger processes. However, if the company is only working on task-based automation, the smaller ones and not very complex ones, then there probably would be other solutions that are easier. I'd advise new users to have support from Senior leadership. It's very transformative. You need to work closely to get the most value. Look at end-to-end processes and have a centralized team that understands the concept of what can be done and not just push it out to business users. I'd rate the solution eight out of ten.
I would rate WorkFusion eight out of ten. The product offers opportunities for improvement, particularly in terms of customer-based comfort with the level of automation, whether to manage it, monitor it, or trust it to run fully automated. We have a small number of endpoint users who use WorkFusion. These are our level-one analysts who interact with it. We currently use our level-one and level-two analysts to handle escalations from WorkFusion and to evaluate the false positives that WorkFusion identifies, in order to confirm that they agree with the disposition note. No maintenance is required. For those considering WorkFusion but already using an RPA tool, I would like to know about their RPA experience and whether they felt it was tailored to the specific needs of the financial crime compliance industry. I have personally found that WorkFusion's explicit definition of what its digital workers can and cannot do, and its application of this to the financial crimes industry, really sets it apart from other vendors. This is because other vendors require a significant amount of customer input to design a product that meets their needs, and then require further customer maintenance to ensure that those needs are still being met. Make sure to discuss the willingness to work with other vendors to share their model documentation and provide support for model validation. Artificial intelligence-based solutions are a very hot topic, so I think people need to be cautious about how they select a vendor. Make sure that the vendor is able to provide their own model documentation and model governance so that they understand that the risk of any errors and all liability rests with the institution. AI can be a great tool, but only when it is governed and monitored appropriately.
I would rate WorkFusion seven out of ten. We have about 35 WorkFusion users, most of whom are analysts who perform a variety of tasks. The digital worker we implemented has gradually taken over some of the analysts' more mundane tasks, so they can now focus on quality control rather than doing all of the initial analysis. WorkFusion takes care of the maintenance. We have 35 people on my team who use WorkFusion. Over the next few years, we plan to roll out more use cases, but we are limited by our capacity and budget. Whether WorkFusion's out-of-the-box solutions are worth evaluating depends on the complexity of the process and whether they align with the organization's needs. If we need to completely customize one of WorkFusion's digital workers for a specific process, WorkFusion may not be the best fit. Based on our experience, I would recommend adding at least 50 percent to the implementation timeline that WorkFusion provides. The biggest lesson I've learned using WorkFusion is to limit the number of customizations to its out-of-the-box solution.
I would highly recommend WorkFusion but it depends on your requirements and the exact jobs you want to run. It is a good idea to evaluate it with the 30-day free trial so that you can think about it before fully implementing it. Before you use it, you need to analyze the requirements at your end. WorkFusion is the best smart automation tool. The 30-day trial is quite a good offering for any organization to try the product before buying.
If you have any technical background in Java or other development languages and you want to experience some light coding or just know a little coding, WorkFusion is good because it allows you to do a lot by clicking. It's good for somebody who wants to start this journey. There's a coding part of WorkFusion for those who want, but if you want to build your skills and start automation, it's not a bad tool to start with. In time, you're going to want more, but for a starter, WorkFusion is not a bad tool at all. You can click and it does image recognition and more. It's easy to navigate. The document processing engine for specific types of documents, for the few docs that I have worked with it, is okay. It tries to mimic exactly what a human would do, but I wouldn't rate it at 100 percent. It does exactly what you want it to do but it might take a lot of time to get through a particular document. WorkFusion goes cell-by-cell compared to the same thing in Python where I could quickly just read it into memory and then do an entire page. With WorkFusion you can also read something into memory if you give it the right range and then you can use it in the way you want to. As a bank, document processing is critical. You can't get it wrong. That's the reason that, for most of the bots we develop, we usually have manual intervention at the end for a human to review things. We get somebody to consent to it before it goes out because these are the kinds of things that commit the bank. We need to be extra careful with documentation. We have started a center of excellence where we train people who want to learn how to do automation on their own. They might not necessarily be tech-minded, but we show them how to do it and then they can. We are getting a lot of people who are trying to get on board and buy into the idea. A lot of people who are using it in our organization are using the free version. The certified version is something you pay for. We have about eight people who are using the certified version and we have two more people undergoing the certification process. The last time I checked, there were 20 users using the free version and practicing using the tool in general. Initially, people thought it was geared toward somebody losing his job. But now they have bought into it. These bots are things that need to be handled and maintained by somebody. So it's not here to kick you out of your job but to provide you with an alternative route.
We haven't used the AI and ML features in production that much. The OCR features are reasonably good, not very good, but reasonably good, and they get some use. If you're an analyst or an end-user, it's not very easy, but it's worth developing some abilities based on basic certification or training. It's not that complex because there are so many facilities available, but if non-technical users are not aware, they may only be able to use it to a lesser extent. It is not really easy for non-technical users, that's what I hear, but it is worth it. It gives you results if you learn it. And for a technical person, it is Java-oriented technology, so you need to have good skills to develop bots.
If you are looking for building small-size, quick and dirty automation and something that you can build from scratch within two to three days to run on each of your user's desktop, then WorkFusion is not the platform of choice. However, if you are looking for building automation which can run at scale, e.g., if you are doing suspect transaction processing in a bank and processing approximately 50,000 transactions in a day, then you want to really ramp that up at scale. In that case, WorkFusion is the platform of choice. There is room for improvement. I would rate them as six out of 10.
The biggest lesson I've learned is that when you're picking a firm, it's truly vital to assess how well they're going to work with you and how flexible they are. My past experience with other firms is that they're too rigid. They work within the confines of the terms and agreement and there's no room for flexibility unless we negotiate a change request or new terms. With WorkFusion, what I have found is that there are firms out there that are willing to work with you, versus always sticking to the black and white of the contract you signed.
I have been fairly happy with it. It gives me straightforward deployments of stuff. It lets me build out schedules and set up database tables natively from their web interface. I led our internal 'tagging' training sessions, not WorkFusion. It was mostly just walking through what the environment is and what they have to do in the solution to process documents. If someone was looking into WorkFusion, but already has an RPA tool in place, I would probably want to learn more about what they are not getting from their current RPA tool. Then, I would figure out if that is something that WorkFusion would be able to provide or if it is something that would be a shortcoming in WorkFusion too. Generally, I would lean towards the side of momentum, where if they already have a good thing going with one tool, unless there is a real need to transfer over, then I would recommend staying with that tool. I would rate the product as seven out of 10. It is definitely not a nine or 10 because there are certain shortcomings in it. However, I don't pull out my hair every day trying to make general things work the way that they should work.
I would recommend WorkFusion as a very flexible tool.
I rate WorkFusion nine out of 10. WorkFusion's customer service is the most important aspect for me. They have people in Minsk and London, so they also cover different time zones and can help our colleagues in India when they need help. One of the reasons we chose WorkFusion is because they had full-service coverage of our different time zones.
My advice for anybody who is implementing WorkFusion is to use it for small desktop processes, such as sending out a report via email, or small amounts of Excel reconciliation. However, once you have more than 1,000 or 2,000 data rows, it's going to be a bit hectic to consume that much data. That said, for small desktop applications, it's going to work. When it comes to deploying to the server, it's going to be a bit complicated for enterprise solutions, especially because of the space. When they want to deploy it, they should have at least 16 GB of RAM and at least four CPU cores. Otherwise, anything below that will be too slow. In summary, this is a good product for small desktop-level automation, but I do not recommend it for large-scale automation because it consumes too much memory and the processes run slowly or hang as a result. There is a lot of work to be done and considering the support does not get back to you, you might struggle with an issue for a long time. Also, there is very little content available online. I would rate this solution a six out of ten.
I rate WorkFusion eight out of 10. WorkFusion will begin training our team in a month or two. So after that, my rating might change. But currently, I would rate it around eight. For people thinking about switching to WorkFusion, I would suggest considering if this is the approach you want or if you would rather go with the on-premise solution. If there are conservative customers, we recommend they go ahead with that because it may limit the major vendors available, but at the same time, they will not be disappointed. But on the other hand, if somebody wants to go through a complete detailed evaluation, then we have other recommendations also.
I would recommend this solution to others. I rate WorkFusion an eight out of ten.
I do not have high-level experience with platforms that offer similar robotic process automation currently. The capability is there in this solution, the platform has a lot of features and capabilities. The onus is of the user to utilize all of those capabilities that WorkFusion has. If you have a small business there might be a better solution out there for you but if you have a large organisation, I definitely recommend it. I rate WorkFusion an eight out of ten.
We use Control Tower (UI) to control the Business Processes. I support the production environment and respective monitoring across multiple Linux and Windows servers. I am part of the team that supports Robotics within our organization including bots running under Workfusion, UIPath, Pega, etc. I would rate WorkFusion an eight out of ten.
I would rate this solution a seven out of ten.
Overall, I would recommend this solution to other users. I have got nothing against UiPath or Blue Prism or any of those other products, and I think there are other options like Python people can make use of. But from my experience with this product, I certainly recommend it. On a scale from one to ten where one is the worst and ten is the best, I would rate WorkFusion about an eight. Between a seven and an eight but on the high end of that range.
* Simple to use (business user, not IT reliant) * Cost-effective * Easy to support and integrate with current IT Architecture
We're hoping to partner with the solution in the near future. Right now, we currently just service our customers as required. We are IT services providers, so we work on all deployment models. We match our offerings to what the customer is currently looking for. I'd rate the solution six out of ten. While it's a good solution, there's a lot to work on. They should work on productivity for the developers. As of now, their productivity is very bad compared to what Automation Anywhere or UiPath offers. It's why I've ranked them a bit lower. A simple business user can work with a UiPath and on Automation Anywhere. That's not true with this solution. It has an ease of use problem that needs to be tremendously improved. They have to catch up in the RPA market. I'd recommend other companies first consider UiPath. If there are a lot of unstructured data, the first preference would be to go to Automation Anywhere. This is due to the ease of use of IQ Bot. We like the tool, and we want to use it. Our only request would be, they should simplify the tool as much as possible and work on the productivity of developers.
Before using this solution I would recommend a POC first. I would rate this solution an eight out of ten.
I would definitely recommend WorkFusion because I think over the last six months it has matured and it is stable. I would rate it a seven out of ten.
Before implementing it would be good to go through the design points. On a scale of 1 - 10 I would rate them a 6. That's not low - that 60%. But as I said, it needs to be upgraded and modified. On-prem solution software needs to be in a stack that is much more accessible around the architecture of your plant. It should be fast-acting and accessed over the internet. That's the most important part and most companies require it.
My advice for those thinking of implementing an RPA is that they start small and simple if they want to see if it works for their company. If it doesn't work as a small scale, investment in the long-term solution doesn't make sense. On a scale from one to ten where one is the worst and ten is the best, I would rate WorkFusion as a seven out of ten. It is not higher because they have got some work to do now. Other companies have caught up. They were the first ones to offer a free desktop automation product and the others will now need to follow suit. To stay ahead it is time for them to come up with the next innovation.
We use the on-premises deployment model. The client prefers not to use the cloud. We deploy the solution for big enterprises, but only small groups of users are actually interacting with the solution directly. I'd recommend the solution. I'd rate it eight out of ten.
I would rate this solution an eight out of ten.
I would rate it an eight out of ten.