What is our primary use case?
This is a business intelligence tool and a good reporting platform.
It comes with basic analytics and canned reports. However, many clients want to focus on extensive reporting. They want to be able to develop their own reporting using the Kofax intelligent document process. They can also add additional databases for tracking with the KPI version of the analytics or Insight Analytics.
What is most valuable?
Insight Analytics is great. They have a very significant process for tracking down to field levels and other areas within a process or extraction of content. You can easily customize reporting to pull the fields that interest you. They allow for iterative processes. You can get quite granular when it comes to intelligent document processing.
What needs improvement?
A lot of the improvement is not so much the product as it is how it's deployed; it's about mapping against what you need to improve your processes, whether it's the Kofax kind of shows in the IDP. You've got process orchestration, extraction and robotic process automation, process orchestration, and then mobile. Tracking what you need out of those, either all five together or one of those separated out, is usually what's more critical.
They do add capabilities to the tool. However, from our perspective as a consulting organization, the real key is whether you are getting the data you need to improve your process or if your reporting is not providing you with the desired information you need to improve your processes.
If there's any negative, it's just the different names, the branding names that the product's gone through. It's confusing.
For how long have I used the solution?
We've been dealing with the solution for 25 years.
What do I think about the stability of the solution?
Based on my experience, it's been a very, very good product. It's a very powerful insight analytics tool or business KPI-type tool. It's only going to get better as it's deployed and more feedback gets out there.
It does provide a very good data-based review of intelligent document processing. It allows clients to develop their own reliable, customized reports. Obviously, an accounting firm's more interested in its immediate data elements than a bank or insurance company. There are many things out there that allow that level of customization and still provide a very solid platform that has been used for a long time.
What do I think about the scalability of the solution?
Our customers tend to be larger intelligent document automation customers. Most have made a sizable investment in Kofax.
How are customer service and support?
We do support as a reseller. We provide that first-level call support. As a reseller organization, we not only have the traditional consultancy to help our customers, but then we have the post-sale support group that will do all of that type of work beyond when a client signs up either on a term license or a perpetual license with maintenance. We do the first call support, and they get access to updates.
We also offer our own subscription support, which would encompass the ability for clients to call our support eight to five Monday through Friday and support the product, which would be more on the application level.
Therefore, we do that first-level support. I'm sure Kofax direct customers may have a different viewpoint. I can't speak to their experience with Kofax direct support. That said, we offer support, and one of our strengths as a vendor is we have a separate support organization. We're not trying to have our consultants in the field answer support-related questions at the same time that they're doing consultancies.
Which solution did I use previously and why did I switch?
We resell IBM, we resell Kofax, we resell ServiceNow. So we do a lot of integration, design, and deployment of IDP technology.
How was the initial setup?
Once it's deployed, it usually doesn't require much maintenance. You'd have one or two people trained as administrators, and then the reports themselves can be output in a spreadsheet, in Excel format, or into more of a graphic display as a PDF so that people that need to consume the reports don't really necessarily have to be trained on the product itself.
What about the implementation team?
What we do as an integrator is that we help design, develop, and deploy the solution for our clients. A lot of organizations don't have staff time. In many cases, they're focused on Agile methodologies where it's maybe just one thing, yet there's a lot more that can be consumed in terms of reports that could enhance the overall investment in the Kofax software.
What's my experience with pricing, setup cost, and licensing?
The cost will be dependent on the size of the license. The core of the standard analytics comes with the Kofax total agility license. For New Capture customers, it comes with it. The add-on is what's called Kofax Process Intelligence KPI. It's very reasonably priced. That said, if you get somebody with a 20 million page license, it will be a different price than entry level. Still, it's going to be way below five figures. It will be in the lower end of five figures to start if somebody has a smaller Kofax environment. It's a very powerful tool.
What other advice do I have?
We've been a partner for 25 years.
I'm a vendor, I'm not an end user. I cannot exactly speak to the end-user experience.
They first started offering it to their Capture customers back in 2014 or 2015. So it's got a good history of people using it to develop reporting. If they're not getting out of it what they want in a lot of cases, if they don't know how to use it or don't have people trained on it in a lot of cases.
I'd advise potential new users to look at a reseller or a partner to help with the solution. The advantage we have is that we're focused on the customer's needs rather than trying to slam software down their throat like software vendors are. We tend to take a much longer-term viewpoint of success, and we like to work with our clients and try to define success and what they are trying to do in terms of reporting before they go down and make a software investment decision.
I'd rate the solution nine out of ten. It's a really good product.