Fortra's Automate Reviews

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.

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.

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.

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.

I have been using the solution for three years.

The solution is stable.

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

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.

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

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

There are no additional fees.

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.

My company, where I work, is a value-added distributor for Fortra's Automate. We distribute Automate and other solutions to various customers, each with a different use case. We develop a proof of concept solutions and full projects for them. We have done projects for hospitals for insurance eligibility checking, HR automation, and price comparisons for vendors. A specific use case is the insurance eligibility checking we have done for a hospital chain in the region. Whenever a front desk employee takes a person's ID, they enter the identifying number and our bot picks up the ID from the back end, searches the insurance portal for the ID, and finds out if they are eligible, what their copay is, what their coverage is, and what network they are in.

The solution can be deployed on-prem or on the cloud depending on the organization's requirements and preferences.

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

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

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

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

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

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

The best feature of Automate is its ease of use, which is a major selling point. It has a drag-and-drop interface, so bots can be quickly deployed. This means implementation time is relatively short, making it an even more attractive option. Additionally, the web browser of Automate is also quite good, making it easy to set up web scraping and log into websites to pick up information. All of these features make Automate a great choice.

The documentation for errors needs improvement as many of the error messages we receive are very vague. For example, an error message might simply say, "The workflow has run into an unknown status," which does not provide any insight into how or why the failure occurred. As a developer, it can be difficult to debug these errors due to the lack of information. 

The logging and failure notifications could be improved because we can set up logging for each step, but we have to manually add it to each task. Similarly, we can set up an action so that when the task fails, a screenshot is taken and an email notification is sent, but we have to go into the task and build a condition for that. It would be better if the logging and error failure notification could be done at a global level, rather than having to go inside the code and adjust each task.

The stability could be improved slightly. This is not a major issue, but we do occasionally lose connectivity. For example, the main central server for Automate is the developer console we are working on. If the developer console loses connection to the main console, this can happen occasionally without us realizing it until later. We may think our task is being saved, but it is not actually being saved on the server and we can lose some data. These occurrences are not frequent, but they do happen. Additionally, there are occasional crashes, although these are not too frequent. 

I would like to have more third-party integrations, as Automate already has a lot, such as Microsoft Dynamics and SharePoint. However, it would be nice to have native actions built into Automate for further third-party integrations.

The community portal is not very active, so it is not a large community. Therefore, if we encounter an issue, we cannot simply search for a solution on Stack Overflow or a similar platform.

I have been using the solution for 14 months.

I give the stability an eight out of ten.

Automate is a highly scalable solution. As I mentioned previously, we also have an unlimited bot version, so we can deploy multiple agents. We can use load balancing across these agents. We can also set up agent groups, where we have an agent group running a certain task and a load balancer to distribute that task among these agents. We have failover and high availability support.

The tech support from the vendor side has been excellent. We can submit a support ticket and we will receive a response within four hours. As a distributor, we also have direct email access to some of their technical support personnel based in Europe. They are usually very responsive and can usually help us with any issues we encounter.

Positive

The initial setup is straightforward. We need to install the solution and open a few ports. The deployment can be completed in one hour on my own.

Automate doesn't make much of a distinction between attended and unattended bots. They are essentially the same thing, just with different workflows. For example, if we are setting up an attended workflow, there will be some actions that require user input. An unattended workflow, on the other hand, is completely automated. The pricing for both is the same and it is relatively easy to deploy. Once we have developed the bot, we can set up a skill, trigger, or file and it will run on time.

Once we have Automate up and running, we can begin working on it if we have a developer console. Setting Automate up is part of the process. So, once it is set up, we can start developing from there. A simple task, such as reading an email and moving the file to a folder, can be developed in two hours. However, this is a very basic task.

The implementation is completed in-house.

We can usually see a quick return on investment with Automate after implementation. It is relatively easy to develop, so solutions can be deployed quickly. However, there may be times when maintenance is required. From what I have seen in organizations, there is usually a quick return on the initial investment, although there is ongoing maintenance needed to keep it running.

From a distributor's perspective, one of the biggest selling points of Automate is its price point. Compared to UiPath, Automation Anywhere, and Blue Prism, Automate is significantly cheaper, as it is priced per bot rather than per process. This allows a single bot to run multiple processes, but still, be priced as a single bot. Additionally, Automate is the only vendor to offer an unlimited option, where customers can have unlimited bots and each bot can do an unlimited number of tasks. Overall, Automate is very competitive in terms of price.

I give the solution a nine out of ten.

Automate has a recorder feature, but I don't use it much as most actions we can do with the recorder can be done with regular drag-and-drop actions. I don't think the recorder makes it significantly easier to use.

Our clients usually deploy in one location only. I don't have much experience with clients deploying in multiple locations, but the only thing I can say is that it is only supported for Windows, so there is no Mac or Linux support. However, I have only seen them deployed in a single location. I have seen them use multiple servers, but they are all local servers.

We served customers of all sizes, from enterprise-level to small and medium. The biggest selling point for small and medium customers is that they find solutions such as UiPath and Blue Prism to be too expensive for their smaller scale. In these cases, they find Automate's pricing to be more competitive. As I mentioned, we have provided services to customers of all sizes, from enterprise-level to small and medium.

We offer two pricing models: a subscription model, where an annual cost is paid each year, and a perpetual model, where an initial deposit is paid followed by an annual maintenance cost.

I highly recommend Automate as it is a great product at an affordable price, especially for small and medium-sized customers. My biggest suggestion is to invest internally in the organization so that employees can create their own bots for their own use cases. The great thing about Automate is that it is easy to use and learn, unlike many of our competitors where highly certified individuals are needed to develop. Therefore, investing in our people so they can develop is key. Our employees who do the day-to-day work know what they can and cannot automate, so investing in automation and embracing it fully, not just as a small part of the organization, is essential.

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.

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.

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 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.

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

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.

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.

They are good.

Positive

This is our very first solution in this category.

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.

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.

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.

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

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.

We use it for running reports.

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.

Some of the monitoring features and the dashboard are valuable.

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.

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

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

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

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

Positive

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

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.

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.

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.

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.

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.

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.

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

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

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.

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. 

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.

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.

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

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.

I primarily use the solution for giving the sessions to the clients and trying to get them to set up AutoMate in their organization and also help them to design and create a workflow.

For example, one of our clients, for a healthcare chain, was having a lot of COVID patients coming in in 2020. Their SAP systems are on 15(16) Field information had to go on to the Department of Health site, as all the blood samples are tested in the government hospitals. There were lab technicians keeping the SAP application open and they were copying all these 15(16) Fields of 2000 patients end of the day into the DOH website. That was taking them a lot of time. Two other people were hired to help. 

What we did for them was automate the process. We went into the SAP system and every three hours would download that information, then, we would go to the DOH site, upload these 15 Fields for all of the patients.

After two days, we could go to the DOH website, and download their PDF document, which was a report on whether they had detected COVID or not. For the data we download we would enter the date into that Excel file for the hospital and attach that PDF document onto the top record of the patient. This way, there's complete information about the patient. With this solution, the cycle was complete.

I can say it's a very good product. It has very good results and it is well suited for my requirements. Everything more or less I've been able to create, in line with what the client requires. If the clients have been stuck within everything I've been able to give them a solution on how to automate what is required. 

The solution is really pushing into cybersecurity and working to improve this aspect of the product.

They always check quarterly with the customer to find out what the customer wants to be enhanced in AutoMate. They make sure they try to put that into their roadmap. They are not complacent like some of the other RPA products which already are in the market. They're working on building out more automation so there are fewer bottlenecks in the future.

Technical support is very, very good.

We often get a sneak peek into what they will be releasing. We get to know about it first.

The solution scales extremely easily.

The stability of the solution is very good.

The implementation process is quick and easy.

The solution is continuously adding more integrations to help with workflows and bot and task creation.

So far, for two years, I have not found anything amiss.

That said, nothing is 100%. Each RPA product is not mature enough. There are always have to find innovative ways of automating. There are always challenges for automation. It is a continuously growing process. The majority of the clients want more automation in AutoMate and they want that in the roadmap. 

Some companies have asked for voice integration. This is likely part of the roadmap. 

I've been using the solution for the last two years or so. It's been a while.

The stability of the solution is excellent. There are no bugs or glitches. It doesn't crash or freeze. It's very reliable.

The scalability is excellent. It's a very good selling feature for the product. If a company needs to scale, it can do so with ease.

The companies we work with are rather large enterprises.

Technical support is very good and very prompt. They have a chatbot for partners and clients. Anybody who goes to the website can interact with the chatbot. All queries get a response within 24 hours. Their SLA is a 24 hour response time if the chatbot can't immediately connect you to someone. 

We have our own discussion portal on which we can post things and immediately there's a solution. Or if there's no solution they let us know about it and will work on a proper response. 

The initial setup is very, very simple. In fact, one of the banks that is a client of ours for some other products plans to move from UiPath to AutoMate mostly due to the complex implementation process involved with UiPath. They have asked us to wait actually until the business comes up and then they will move to AutoMate.

It does not take a long time to set up. We have only one server, and any number of workflows can be created with one license depending on the size of the file and aspects like that. You just need a one-server setup. You don't need different kinds of products when your number of workflows increases. That is a real added advantage ofthe implementation. Our USP is, easy to implement, fast return on investment, and scalability.

While I'm not sure of the exact pricing, it's my understanding that the solution is one the cheapest compared to UiPath, Automation Anywhere and Blue Prism, or the other tier-one options.

I'm aware of UiPath, Automation Anywhere, and Blue Prism and have done some pricing comparisons. HelpSystems is much cheaper than these options.

We are a distributor - a value-added distributor that has the knowledge and expertise. We will combine products of HelpSystems and give to clients the tools as they require them. Many clients have more than one HelpSystems product, for example.

Overall, I would rate the solution nine out of ten.

We use the solution to automate some repetitive tasks which we execute in IT areas, such as backups, for instance. Also, we developed a systems support enterprise related to the transport industry that captures information that comes from electronic sources like Excel and other types of forms. In addition, we also make prototypes supporting the inbox and in the backend. The system looks for information that the user requests.

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

The licensing of the product is very good. You only need to license it once and then you have it forever. You don't need to keep paying for it like you would if you went with Blue Prism or a solution like that. It makes the product quite affordable.

In the case of health systems, particularly the OCR functionality is not available. You need to buy a separate license for OCR. 

Sometimes and the server loses contact with the agents installed in the equipment. That's something that I personally worry about due to the fact that, when the agent loses contact with the server, you stop receiving the locks of the receiver of the program.

The solution has a very weak knowledge base.

Much like Automation Anywhere, the product could offer virtual development via the web. AA has a web browser interface that allows users to deploy from the web using AWS. It's less reliant on on-premises technology.

The solution should have stronger password management. This should be centralized.

I've been using this solution for about a year at this point.

The stability of the solution is quite good. It doesn't crash or freeze. It's not buggy and doesn't seem to have glitches. We find the performance to be reliable so far.

The scalability is quite good, however, it can be a little bit expensive. If you want to expand, it will cost more.

While I'm not working with the organization that uses this solution anymore, at the time, about six months ago, there were about seven people on the product.

While, in general, technical support was good, the knowledge base on offer was awful.

The online support, that kind of information you could find in the knowledge base is good. However, the shape of the knowledge base is actually awful due to the fact that you have systems that have many publishing systems. It makes it so that you have to dig around to look for the actual correct answer. 

They do have chatbots that do offer quick responses. That is hit and miss. Sometimes you get an answer right away, other times, nothing happens. The system might ask you to check back in later. It's not the best.

We did use other solutions, however, we appreciated that with this product we paid once and had it forever, whereas with others we had to keep paying. At the end of the year, you'd look and see you've tried a bunch of other options and have been charged again and again and those costs add up.

We've worked with UiPath and Blue Prism.

The Initial setup was not complex in any way. It was pretty straightforward. We didn't really have any issues with it.

In terms of deployment, everything happened quite rapidly. You can basically download it and install it and then you can work with it immediately. Then, around 50 days later, this system will ask if you want to continue working with it. If you do, you can send just an email and it can be used permanently. It was very simple.

We have a strong relationship with health systems in Mexico and had some health systems providers help us a bit with the implementation. 

The solution has a one time licensing cost that makes it very affordable.

Other options, like Blue prism, have an ongoing cost, which means the price begins to add up over time and ultimately costs more.

While solutions like UiPath and Blue Prism cost around $11,000-$12,000 for each license, this product costs around $7,000 and you can keep it forever.

We looked at about three or four other options, including something from Microsoft before deciding to go ahead with this option.

We're currently using some version of release 8 or nine. I can't recall the exact version.

The company I worked for was a consulting firm.

I'd recommend the solution as it is it's a very good tool. If you want to try it, you can simply download it and use it contract-free for about a month. That can be expanded to maybe another 30 days if you really want to test the tool to see what it can do for you. It's very useful and easy to use.

I'd work to develop a relationship with the local representative as they can answer any questions a company might have and can give some really good advice as well.

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

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.

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.

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.

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

Scaling this product can be very complicated and confusing.

We only have a single client using it.

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.

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.

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.

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.

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. 

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.

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.

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. 

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

This is a very stable product.

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

Technical support is terrific.

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

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

Adaptive Growth implemented AutoMate without outside help. 

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,

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. 

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

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.

We primarily use this solution in order to automate manual processes in our operations. 

This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects. These aren't available in other tools. It's a good addition to this tool and it gives the solution an edge on the market.  

The initial setup is easy. The deployment doesn't take too long.

Technical support is helpful. We use them a lot and they are quite responsive. 

The stability of the studio client could be improved upon. Currently, sometimes it slows down and occasionally it will force the program to close completely - which is unexpected. 

The interface could be more user-friendly and easier to navigate.

It would be helpful if the solution was available in the cloud as well as opposed to just being available on-premises. On-premises infrastructure offers limited scalability.

We started using the solution about two years ago now, and therefore that is the amount of experience I have with it. 

We aren't completely satisfied with the stability The system can slow down and the program occasionally crashes and closes. 

As the solution is on-premises, the scalability is limited. 

Just last month, we bought a new license, and therefore we do have plans to continue to use the product.

We have about 30 people currently using the product.

We use technical support a lot and we find them to be quite helpful and responsive. We are very satisfied with their level of service. 

We found the initial setup to be easy. It's not overly complex or difficult. It's straightforward for the most part.

The deployment is pretty fast. It takes about two hours to deploy the solution.

We are just a customer and an end-users.

I would recommend the solution. It's one of those solutions that are helpful in terms of reaching our goals and we've mostly been quite satisfied with its capabilities. 

I'd rate the solution at an eight out of ten.