What is our primary use case?
I use Fortra's Automate to automate our workflows and reports mainly. For example, we normally task it to generate and extract data and generate reports automatically, and then send it to the sales team, to the HR department, and other departments. The main purpose we use it for is automating workflows, mainly in generating reports.
Fortra's Automate does help to streamline our workflow design. We use it mainly for data extraction and web scraping. For example, if I need data about something, I can use Fortra's Automate to scrape data from websites and send detailed reports. Alternatively, I can run a script. It has a good feature called PowerShell, so you can run scripts using PowerShell, or you can even use SQL to extract files and automate those extracting files processes. What it does specifically using PowerShell is run our scripts to scrape data or extract data from our sources, then generate reports for us. If it is an invoice, it can extract data from our clients, then generate an invoice on our behalf.
Fortra's Automate has significantly reduced our manual work. If I can measure it in terms of percentage, it has reduced our manual work by approximately 80%. It performs the tasks where we could otherwise be requiring extra employees. With Fortra's Automate, it has impacted and reduced our manual workflows. I would rate the impact at 80% if you wanted a percentage or rating.
What is most valuable?
The best thing I value about Fortra's Automate is mainly the agents and how they function from both instances. For example, we are currently running around 20 bots or agents. What it does is eliminate the need to do manual work. You just set your workflow, set a schedule and time, such as 'Today at this time, extract this data and send a report to us,' and it can even send emails. I was impressed by that feature, as it can extract something, then generate a report, and send an email to the assigned recipient.
Using Fortra's Automate, the best way to explain it in terms of a technical term is that it is a low-code automation tool. Even someone without technical knowledge about technology or coding can use this platform. It also has event-based triggers. For example, I can set it so that when I receive an email or when I receive a file, it can automate the action according to the event that has happened.
Fortra's Automate's analytics features have helped to improve our business processes. It is not as comprehensive as solutions like Zoho Analytics or Tableau, but it can give you the basic things and basic analytics. Although it is not deep, it can give you, for example, the job execution reports showing what it has done, what emails have been sent, and what automated processes it has performed. It can also give you an error log showing what has failed, such as a missing file or timeout, and it can even give you the retry attempts you have made. It also has a filter option so you can view analytics for one day, seven days, or 30 days.
What needs improvement?
The interface of Fortra's Automate is similar to GoAnywhere. I am not completely pleased with it, although it is intuitive, but it lacks something in terms of complexity. There is still clicking through many items involved.
There are two things I would improve in Fortra's Automate. One is about the interface, as I need it to be improved because it is somewhat complex to navigate. The second is about performance reporting. I want those reports to be customizable. You can generate these reports and see what is happening with error logs, but the customization option is limited. Additionally, there should be an option to export them. Currently, you can export as Excel and PDF, but there is no option to export and send them to your email.
For how long have I used the solution?
I have been using Fortra's Automate for at least one year and six months.
What do I think about the stability of the solution?
We have not encountered any stability limitations with Fortra's Automate. It is very stable with no downtime issues. I do not think I have ever faced any downtime issues since I started using it. In case there is an issue with a failed task, it can give you an error log and even send a report to your email.
What do I think about the scalability of the solution?
We have not encountered any limitations with Fortra's Automate regarding scalability. We scale every time we need to, starting from one instance, then five, and now we are at 20. The scalability is great.
How are customer service and support?
I would evaluate the customer service and technical support of Fortra as nine out of 10.
Which solution did I use previously and why did I switch?
I did previously use a different solution for RPA prior to adopting Fortra's Automate, but not at this company. I used UiPath previously.
The key differences between Fortra's Automate and UiPath are evident in several areas. UiPath is strong in reporting compared to Automate. For example, it can give you bot performance monitoring with real-time dashboards, so anything that happens can give you real-time analytics. UiPath also has error tracking, which is not in Fortra's Automate. The best strength about UiPath is reporting, which is better than Fortra's Automate.
How was the initial setup?
The initial setup of Fortra's Automate was straightforward. We ran into an issue initially and contacted the technical support team who helped us. The complete deployment took us around two to three days.
What about the implementation team?
We have a technical team. We deployed Fortra's Automate ourselves without hiring an external technical team.
What was our ROI?
Because of the comparison between the $7,000 we pay annually and the tasks Fortra's Automate performs, we would otherwise be requiring five additional employees to do that work. The return on investment is there, and I would rate it at 9 out of 10.
What's my experience with pricing, setup cost, and licensing?
When we installed Fortra's Automate, I was present. We use Automate Plus, and we are running about 20 bots or instances, which costs us around $7,000 annually, although I do not have the exact clear figure.
Which other solutions did I evaluate?
I did previously use a different solution for RPA prior to adopting Fortra's Automate, but not at this company. I used UiPath previously.
The key differences between Fortra's Automate and UiPath are evident in several areas. UiPath is strong in reporting compared to Automate. For example, it can give you bot performance monitoring with real-time dashboards, so anything that happens can give you real-time analytics. UiPath also has error tracking, which is not in Fortra's Automate. The best strength about UiPath is reporting, which is better than Fortra's Automate.
What other advice do I have?
Regarding Fortra's Automate's error handling capabilities, it can send emails. For example, if there was an issue where the task did not complete as assigned to Automate, it can send you an error report to your email. In case it cannot connect to the server, such as when the FTP login has failed or database connection has failed, it can send you a report.
Fortra's Automate has become a digital worker that performs our clicks, data entry, file handling, and system actions that are done manually, helping us to automate them. It has become our digital worker.
If a company is still using manual workflows but events that should be done by software, such as GoAnywhere MFT with web scraping, sending email reports, event triggers and everything else, they should consider Fortra's Automate. It will automate their workflows, save their time, and the return on investment is great.
I would not recommend Fortra's Automate to a small business or to a large business or a medium-sized business that wants a software with deep analytics. My overall rating for this product is 9 out of 10.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other