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OpCon/xps Support at a financial services firm with 10,001+ employees
Real User
Nov 18, 2019
Enables us to auto-schedule our mainframe batch a week in advance, making scheduling management simpler
Pros and Cons
  • "Auto-scheduling is the most valuable feature. We have the ability to schedule [batch jobs on our Unisys mainframes] seven days in advance, so we know exactly how we're running every night."
  • "Do your first install, your first upgrade, with SMA. It's simple, it's as per the manual, as per the training, but you need that little bit of confidence."

What is our primary use case?

We use it to run all of our batch across seven Unisys mainframes.

It's installed on Windows.

How has it helped my organization?

OpCon has streamlined the batch. It's made it quicker. We're processing work a lot more easily now, given the dependencies and frequencies we have. We don't really have to think about checking things. It's all there in the system and done.

When we first brought it in, we saved on people's time. We freed them up to be able to look at the future. We freed up two or three people who used to have to work on it all the time. In terms of batch savings overnight, we've probably saved a good couple of hours per night on batch scheduling.

What is most valuable?

Auto-scheduling is the most valuable feature. We have the ability to schedule seven days in advance, so we know exactly how we're running every night. If we need to make any changes, we can make changes to the daily schedule and we don't have to worry about changing masters or quarterlies. Changing our master schedule causes us issues. We have another product that doesn't work quite like this and when they have to change the master schedule they have problems. Because we have the ability to auto-build seven days in advance, we only need to change the daily and not the masters.

What needs improvement?

Believe it or not, there is nothing that we require. Everything we want is there. Everything we need, we get. The support we get, and the management support we get from SMA — we have a monthly review meeting with them — are fantastic.

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January 2026
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For how long have I used the solution?

We, as an organization, have been using OpCon for 20 years. We're running version 17, but we're just about to upgrade to 19, which is the current release.

What do I think about the stability of the solution?

The stability is fantastic. It's 100 percent. We've never had a problem with the product from day one.

What do I think about the scalability of the solution?

It's fully scalable. We're currently reviewing moving it into our Windows estate, which is huge, and we're possibly looking at moving it into other areas as well. It's fully scalable, obviously with charges. We pay for a set of licenses to run on the Unisys. If we want it to run on other machines, we would have to pay more for the licenses, which is standard for any product.

We run about 2,000 jobs a day, and we are looking at potentially expanding it to 25,000 jobs a day, if our Windows systems move across. We're just about to go into proof of concept on that.

Which solution did I use previously and why did I switch?

We were using an SMA product, Scheduler, but they stopped supporting that product and then we migrated to their updated product which was OpCon.

How was the initial setup?

The initial setup was easy, as are the updates. It took us about an hour to do it, given the way that it's all written down for you. You can have a resource from them onsite if you want or you just load the software and it goes off and does it all for you. We've done it numerous times and we've never had a problem.

In terms of our deployment strategy, we already had an SMA product called Scheduler. What we did was we took a copy of our database, gave it to SMA, and they migrated it through into OpCon for us. They gave it to us and let us play with it, test it, and make sure it was working okay and then we migrated straight over to it. It was as simple as that. We couldn't find any problems and we migrated straight away. We've never had any problems with it.

SMA is fantastic to work with. They're knowledgeable, they know the products, and they don't try and force anything upon us. They're happy to work with us. They understand our limitations, and they still do to this day.

What was our ROI?

We've seen a tenfold return on investment. The relationship we have with SMA now is absolutely fantastic. They don't just do batch scheduling. They've come in and offered other services.

We're processing the batch a lot quicker, so our services to members are not down. The money is available and in people's accounts a lot quicker than it used to be. It gives us 100 percent availability. It doesn't fail; we've never had a problem with it. 

What's my experience with pricing, setup cost, and licensing?

It's not expensive. It's a lot cheaper than competitors. Licensing is annual.

There are only additional costs to the standard licensing fees if we go above what we've agreed to. If we were to add a new Unisys mainframe, or if we add a Unix box or a Windows box, then obviously we'd have to pay for licenses. There's nothing else.

You need to be up-front and tell what SMA what you want. There are different licensing models for different setups. There are a lot of options, so it's really a matter of working out exactly what options you require. What works for our organization, Nationwide, may not work for the next company or the company after that. But they have a lot of licensing options available. And if there isn't one that you want, you can make your own with SMA.

Which other solutions did I evaluate?

There isn't anybody else that does Unisys. There's no other product for running automated batch on Unisys. Obviously, there are other companies in the market that can do Windows and other systems, but no one out there can really run Unisys. And Unisys recommends OpCon anyway.

I, myself, do not use other similar products, but Nationwide does. We use a product called Control-M from BMC. We can't find any advantages of Control-M over OpCon. The drawbacks of Control-M are that it's too expensive and an upgrade takes ages, days, to do.

OpCon is cheaper and the service we get from SMA is absolutely fantastic. The product is always growing. We're seeing it grow. We're seeing the changes, and we're seeing the changes that we're asking for in the product. We don't see that from BMC. That's why we're looking to move Windows from Control-M into OpCon, possibly.

What other advice do I have?

My advice would be to work with SMA. Don't try and do it yourself. Work with SMA until you're comfortable; until you've got the training and the expertise. Work with them until you're comfortable taking it on without one of them there. Do your first install, your first upgrade, with SMA. It's simple, it's as per the manual, as per the training, but you need that little bit of confidence. That's what we've found. We've got that confidence now, and we don't rely on SMA at all to come in to help us.

The biggest lesson I've learned by using the product is trust it. Trust what SMA says. Believe what they say, because what they say is right. The migration is easy and they can do most migrations. Their training is fantastic, their support people are fantastic, and the support is out of this world. We're UK-based, so we have a UK team that looks after us in our daylight hours, and then we have a US-based team, and then we have an on-call US-based team as well, if we have problems. But we've never had to call them out. We've dealt with them, we've had our little questions and niggles, but they've answered everything, every time.

The product is always improving. The new release 19 has a load of new features for us. I've not really looked at it yet, but I think it's become faster, more slick, and a bit more user-friendly. They've taken on a lot of what customers have been saying about it. They've made some behind-the-scenes changes, but they've also made some enhancements to the way information is presented. My system, the Unisys, is quite old, so there's probably not a lot to change in that arena. It's probably more on the Windows and Unix side, which we don't use currently.

We don't really have users as such, because it's a batch scheduling tool. We have about 30 users who have access to it, but only for support purposes. We've got a team called Schedule and Batch which looks after things and check it. My team has access to it, but we very rarely use it and we're not limited on the number of users. The scheduling team is responsible for making sure all the batch work that is scheduled finishes correctly. We also have an ECC team, whose members are like operators. They look after the machines that run all the batches overnight. And then my team is a support team. We support the ECC in scheduling batch, if they have any problems with the product or with any of the batch jobs overnight.

For updates and maintenance of the solution we need just one person, me. My job is platform manager, but I'm also the OpCon subject matter expert as well.

On a scale of one to ten, this product is a 12. But I'll accept making it a ten.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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it_user1661871 - PeerSpot reviewer
AVP of IT at a financial services firm with 51-200 employees
Real User
Sep 1, 2021
Unhelpful documentation, unhelpful support, and the failover doesn't work
Pros and Cons
  • "It seems like it would scale well."
  • "Licensing would be the first part I would overhaul. Each time a new licensing paradigm comes out, more features are removed and costs are added. They "add" features that are rarely used and increase charges for the number of jobs run. I'm sure someone in finance got a raise for their brilliance but the end-users won't thank them one bit. Expect price hikes and threats when you hold them to account at every opportunity."

What is our primary use case?

OpCon is used as our primary scheduler for our Epysis core and related systems. We make use of user-initiated jobs from the web-based dashboard in addition to the core features of OpCon. A number of agents are installed on systems allowing OpCon control of tasks on those systems such as Powershell and SQL.

Automating file downloads is another area that is useful. Additional support for FTP clients outside WSFTP Pro would be a great boon to the software. There are a few others I wouldn't mind being able to test out.

How has it helped my organization?

OpCon has assisted in automating many tasks. Any number of task schedulers could also have performed the same function likely for a lower cost. This was the bundled scheduler with the system.

As users don't have access to the back end of OpCon (obviously) all issues that are automated become an IT problem. Plan to train your IT staff in all areas that will be automated.

The user-side web interface is nice, yet it l lacks read-only capabilities that are on the road map. Users will want to know the progress of their job but unless you're willing to give them admin control, they won't see it.

What is most valuable?

It schedules tasks.

What needs improvement?

The user-side web interface generally works but fails for more complicated tasks. Self-service buttons that are paid for to be created by OpCon support are not tested and left in a non-functional state. After four different SMA reps "fixed" it only to find when it was used that it still didn't work we simply gave up on some of the functionality.

Expect a lot of "the documentation says this will work" only to find it doesn't.

Failover is another feature that would be exceptionally useful if it worked. The database was corrupted and support has been unable to resolve it.

Licensing would be the first part I would overhaul. Each time a new licensing paradigm comes out, more features are removed and costs are added. They "add" features that are rarely used and increase charges for the number of jobs run. I'm sure someone in finance got a raise for their brilliance but the end-users won't thank them one bit. Expect price hikes and threats when you hold them to account at every opportunity.

Support could also use additional training. It is a bit of a crapshoot if support will be able to help or not. Seems they've been told to push their automation as a service which reduces the value of paying for support significantly.

For how long have I used the solution?

We have been using OpCon since 2019.

What do I think about the stability of the solution?

OpCon is relatively stable once running. We will give it credit there where it is due. 

What do I think about the scalability of the solution?

It seems like it would scale well. We are using an on-prem deployment with a failover.

How are customer service and technical support?

Tech support was excellent. It has since degraded in quality noticeably as the best techs were moved to automation as a service. 

Which solution did I use previously and why did I switch?

I am unaware of the previous system used for our other core. It was prior to my tenure here.

What's my experience with pricing, setup cost, and licensing?

Licensing was initially far better for small to mid-size operations. SMA has a need for additional funds so licensing went through a rather large hike. The setup cost was high but relatively fair if all the things in the setup worked. However, they didn't.

Which other solutions did I evaluate?

We purchased a package that included OpCon, unfortunately. We are now looking at other options and would advise others to do the same.

What other advice do I have?

Carefully consider all available options before settling on OpCon. Account managers were non-existent until new ones were hired that specialized in high-pressure sales. The best automation specialists were moved from support over to automation as a service, so expect lower quality support going forward unless you're shelling out for someone else to write the automation.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
OpCon
January 2026
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it_user1661886 - PeerSpot reviewer
TitleSystem Administrator at a financial services firm with 201-500 employees
Real User
Sep 1, 2021
Removes tedious tasks, offers great technical support, and is easy to use
Pros and Cons
  • "MAS is by far the best feature, although not a feature of the software specifically. MAS has more knowledge than our employees, so we have been able to develop schedules that are far beyond our own skillset."
  • "The only downside to OpCon is that its features can be complicated and really must be taught. Most of our users don't have training beyond the free Basic Training that SMA provides, so for fresh eyes, it is kind of difficult to understand some of the language used."

What is our primary use case?

We are a mid-level financial institution. We specifically used OpCon to help schedule important tasks that could not be trusted to human error. We picked it up as a tool to make lives easier for all of our different departments. We began working with MAS a few months ago as our scheduled jobs became too much for a few people to handle while we were experiencing high turnover. We became bogged down with users who did not understand the system and did not have time to train them. MAS stepped in and made this transition a lot easier for us. 

How has it helped my organization?

OpCon has made our lives easier by taking out the guesswork and removing tedious activities from employee's workdays when their time is better spent elsewhere. OpCon also helps because it is easy to "read the job" to know what the job does, why, and how to do it manually if needed. 

Through the use of self-service buttons, we have been able to give the option to run jobs whenever the user needs without having to manually do an entire process. Many of our end users use this without any complaint. It is simple and easy to use. 

What is most valuable?

MAS is by far the best feature, although not a feature of the software specifically. MAS has more knowledge than our employees, so we have been able to develop schedules that are far beyond our own skillset. 

They have also helped with maintenance so we can be assured if something goes wrong, MAS is there to fix it. Our on-call schedules are easier and we get full nights of sleep. Our team morale has greatly increased since we began working with MAS. Another great feature is the exit codes which help us understand why things are failing so the jobs are easier to fix. 

What needs improvement?

The only downside to OpCon is that its features can be complicated and really must be taught. Most of our users don't have training beyond the free Basic Training that SMA provides, so for fresh eyes, it is kind of difficult to understand some of the language used. 

Another thing that is difficult to understand is that not all failures explain why they are failing. Some give generic exit codes. 

Otherwise, I have no complaints. Working with the MAS team has really simplified everything for us. They're easy to reach, knowledgeable, and quick.

For how long have I used the solution?

Personally, I have been using the solution for two years, but our organization has been using it for five or more years.

What do I think about the scalability of the solution?

The software has many features that are even beyond my knowledge, having worked with it for two years. Working with the MAS team, I have learned even more. 

How are customer service and technical support?

You will often find that you speak to the same people over and over again so you develop a rapport. Everyone is always helpful and very nice.

Which solution did I use previously and why did I switch?

We did not use a different solution. We were doing all of this manually. 

How was the initial setup?

The initial setup can be complex, however, transitioning with the MAS team was very easy and straightforward. 

What about the implementation team?

We used a vendor team. Our engineers developed a close relationship with them. 

What's my experience with pricing, setup cost, and licensing?

It is not the cheapest solution on the market, but it is relatively easy to use. I absolutely recommend splurging to hire the MAS service to make the transition easier. They can help teach your users how to use the program and they are able to quickly build jobs so you see an immediate impact. 

Which other solutions did I evaluate?

I am not entirely sure if there was an evaluation as this was before my time, however, knowing management, I assume that they had many demos with other vendors as well but eventually chose SMA.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user1658715 - PeerSpot reviewer
Works at a financial services firm with 201-500 employees
Real User
Aug 26, 2021
Removes tedious work, has a great workflow designer, and offers amazing service
Pros and Cons
  • "Having the jobs laid out while attaching dependencies is a nice addition to the program."
  • "The logs are a little daunting to look at the first few times, however, as you begin to understand what you're looking at, it becomes easier."

What is our primary use case?

We currently use Opcon for our daily job scheduling. We also use it to transfer files after jobs have been processed. Being able to let Opcon run these jobs and file transfers have saved us time daily.

How has it helped my organization?

It has saved our morning and evening shift time by processing tedious jobs so they're able to get more involved in other tasks. Soon we'll be able to roll it out to other departments and handle some of their tasks.  

What is most valuable?

The workflow designer is a wonderful feature to show to users. It seems so simple - and yet there's a lot going on which can be easily explained. Having the jobs laid out while attaching dependencies is a nice addition to the program. 

The service that they offer is amazing. Ryan Compton has helped me more times than I can count. He does a great job of explaining things and it has gone a long way.

What needs improvement?

The logs are a little daunting to look at the first few times, however, as you begin to understand what you're looking at, it becomes easier. 

For how long have I used the solution?

We've been using Opcon Since February 2021.

Which solution did I use previously and why did I switch?

We switched to a different core and Opcon was definitely a better replacement for the solution that we were using. 

What other advice do I have?

For anyone interested in Opcon, make sure you have a few users in your company attend the training classes.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
AVP Operations at a financial services firm with 501-1,000 employees
Real User
Jan 29, 2020
Our daily processes are running smoothly, so we have more time to devote to other tasks
Pros and Cons
  • "It allows us to organize everything into a process flow throughout the day for our different tasks that we have to run. So, it keeps everything organized. It is easy to monitor and adjust, if we need to."
  • "There is a learning curve. We had to go to class, learn, and take their training classes, then come back. We got assistance from OpCon as well to convert our processes on the Unisys machine over to the IBM. Now, when we add new products, it's pretty straightforward to write a new process and schedule it, then run it at a set time of day."

What is our primary use case?

We manage all the tasks run on the IBM.

How has it helped my organization?

We have automated 95 percent of our processes since deploying this solution. 

We use it to process our entire nightly update when we are running our updates for our DDA savings, CDs, and loans. It runs everything in order. We set up dependencies, where one job can't start before another. So, it's good for making sure that things stay in a good order and run the way that they should run.

The solution has freed up at least one employee to do more meaningful work as a result of the automation. We only have five FTEs in our group.

We can view what is going on with the system. We have better control of when things are run and how they are running their statuses. It just gives us a complete overview.

What is most valuable?

It allows us to organize everything into a process flow throughout the day for our different tasks that we have to run. So, it keeps everything organized. It is easy to monitor and adjust, if we need to.

Automating tasks is pretty easy for the most part, though you can get more complicated. For most of our tasks, it's relatively simple.

What needs improvement?

There is a learning curve. We had to go to class, learn, and take their training classes, then come back. We got assistance from OpCon as well to convert our processes on the Unisys machine over to the IBM. Now, when we add new products, it's pretty straightforward to write a new process and schedule it, then run it at a set time of day.

For how long have I used the solution?

I have been using this solution since December 2016.

What do I think about the stability of the solution?

The stability is really good. It stays up. It is functional 99.9 percent of the time. Usually if there is an issue, it's on the server back-end or the SQL database.

OpCon requires three people for deployment and maintenance.

What do I think about the scalability of the solution?

We run with a very slim staff for our group. We only have one employee, at most times, who monitors and oversees things.

Its scalability is pretty good. We are a lot smaller shop than a lot of OpCon clients, but we don't have any problems adding additional jobs. It doesn't seem to slow anything down.

There are two or three main users who write processes or jobs. I manage the computer operations and my assistant manager will write some schedules. We have another IT person whose function is to try and make automation processes better throughout the company, and he uses OpCon. It also has a Self Service feature where you can push out particular jobs to users throughout the company. E.g., if they want to start a job, they can do it on their own without contacting the IT department. So, it's a web GUI front-end. They have a button if they want to create a certain report, then they can at their workstation.

How are customer service and technical support?

The technical support is good. They will work with us and get issues resolved pretty quickly.

Which solution did I use previously and why did I switch?

We were on a Unisys machine and used their workflow language to write automated jobs. But, it's sort of apples and oranges comparing the solutions, as they are pretty different.

We had a process in place before we switched to the IBM and were on Unisys, when we used to be on a different tool. It wasn't as consistent and would get things out of order, not running properly. Switching to OpCon, employees have found other things to fix their time on.

It is a lot easier to schedule things with OpCon than with our previous solution. We have jobs which run every 15 or 30 minutes, and it's easy to schedule those. You can use it to check and make sure other things are not running at the same time. 

How was the initial setup?

OpCon was much easier and quicker to set up than our previous solution because we could set up schedules and copy them over, using them for other functions easily. Overall, it was 50 percent easier.

We were still running things on the Unisys system on a daily basis. So, we would copy our files over to the OpCon system, then run them through a simulated update just like we had on Unisys and compare the results.

What about the implementation team?

We did use some of the OpCon consultants for the deployment. The main consultant who helped us was George Loose.

It took three to four months to get everything fully converted over. That is partially on the people who were in charge of doing the switch over. They were also in charge of running the daily operations on the Unisys machine and their time was not fully vested in the switch over.

In reference to the deployment being loaded, I wrote a process the week after I came back from the class. It didn't take too long.

What was our ROI?

  1. We are running with less full-time employees. 
  2. The daily processes are running smoothly. We don't find a lot of issues, so we have more time to devote to other tasks other than just keeping the system going.

What's my experience with pricing, setup cost, and licensing?

This solution is slightly more expensive than our previous solution. Right now, we are paying about $40,000 a year. However, we think it's well worth the cost to keep things automated, reducing our staff.

Which other solutions did I evaluate?

The decision was made before I moved into this department.

What other advice do I have?

It can get as complicated as we want to try to get it. We use it pretty extensively to run things on other machines and processes on other servers other than the IBM. So, we use the solution pretty well. It's fairly easy to use and straightforward.

Our data processing times are dependent on the IBM running. We switched to IBM at the same time that we went to OpCon.

OpCon is used fully on the IBM. We may increase usage in the future, as we always look for more automation opportunities as they come up. However, right now, it's just as we add new products or applications, then we'll add new schedules for those.

I would give the solution a 10 (out of 10).

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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Core Operations Analyst at a financial services firm with 201-500 employees
Real User
Jan 14, 2020
With file transfers and jobs being done automatically, the tool has freed up employees for other tasks
Pros and Cons
  • "It is so simplistic that it gives us peace of mind. Before, we had all these processes that were run manually, such as different file transfers and jobs running for our core at certain times. Now, all that stuff is done automatically."
  • "I would like more web-based training from SMA. That would be nice. Our primary OpCon representative is phenomenal, but we would like some training opportunities for learning on our own. When I started utilizing OpCon, the sheer breadth of it made for a very daunting task. I was almost fearful to start, not to mention fearful to go change things and possibly hinder a job."

What is our primary use case?

Our primary use would be for the enterprise data that we are utilizing, receiving files, and inputting jobs in and out of our core.

We have been using it quite extensively for important things: any ACH processing, remote deposit processing, file transfer protocol, and for any files that we need to send back and forth everyday.

My roles include anything with our core, things relegated to OpCon, and any ATM processing. These three things are my primary function.

How has it helped my organization?

It is so simplistic that it gives us peace of mind. Before, we had all these processes that were run manually, such as different file transfers and jobs running for our core at certain times. Now, all that stuff is done automatically.

We watch and make sure it's doing its job, which is mostly good. Basically, we go in and check multiple times a day to make sure jobs are still up and running, even though we get contacted as well. 

One of the manual processes that we moved to being automated is uploading jobs to our statement vendor. Previously, we would have to upload all of our statements manually and get the files physically, then transfer protocol them over to our statements vendor. When we built that into OpCon, we were able to build the job to run it at 7:00 in the evening on the days that statement needed to be uploaded. It will go into run the appropriate core job to pull the core member data that it needs, then pull it out and store it on one of our network drives. At which point, it will get moved, zipped up, and then moved through our OpCon FTP servers.

Our employees are freed up to do more things automation-wise. It also gives us the ability to look at taking on new tasks that we typically didn't think of because we just didn't have the time.

What is most valuable?

The most valuable feature would be the contact feature. You have this awesome automation tool, but then it also has the ability to contact and page you in the event something goes wrong. This is nice. It gives you the warm fuzzy feeling in IT, if you're not receiving calls, that everything is going well.

What needs improvement?

I would like more web-based training from SMA. That would be nice. Our primary OpCon representative is phenomenal, but we would like some training opportunities for learning on our own. When I started utilizing OpCon, the sheer breadth of it made for a very daunting task. I was almost fearful to start, not to mention fearful to go change things and possibly hinder a job. 

For how long have I used the solution?

We've been using OpCon for probably six years. I've been in this department for two years now.

What do I think about the stability of the solution?

It is very stable. They have a great foundation. 

However, to increase stability, they will need to create more online learning. So, somebody who lives in San Antonio (in my case) doesn't have to drive to Houston.

OpCon takes six individuals to operate and maintain it.

What do I think about the scalability of the solution?

The sky's the limit.

We have six users who are developers in our organization.

We have automated probably hundreds of processes. As a ballpark figure, I would probably say about 60 to 65 percent of our manual processes have been automated.

How are customer service and technical support?

They have good tech support when you call in. Typically, you can get the answer that you were looking for relatively quickly. 

You do run into people who are new there from time to time, but they still have a good core foundation. As far as their tech support, you can tell that they are good with teamwork because I've had calls where maybe somebody didn't understand what it was that I was referencing. However, they were able to reach out to somebody more senior and we got the answers that we needed.

Which solution did I use previously and why did I switch?

I'm not sure if anything was used before.

How was the initial setup?

The setup looks complex, but it becomes simplistic relatively quickly. E.g., looking at a job to edit and change things, you have different setups. One of them might be running a core/FTP job, where you have essentially have three to four different selections within those or you can choose command line. 

What about the implementation team?

The implementation was internal.

What was our ROI?

The solution has very much freed up employees to do more meaningful work as a result of automation. It is really matter of having boots on the ground to keep working to automate more than that roughly 60 percent. 

Our department is relatively small. I would probably say five employee have been freed up.

The solution has reduced data processing times.

What other advice do I have?

We have some plans in the works as far as how we want to utilize this in the future. It really all boils down to just not having to do processes manually, instead making them automated. The only function we utilize it for in this case is to free up more manpower.

I would recommend doing this solution. In the beginning, it appears to be daunting, but it makes a lot of sense once you started utilizing the tool. 

After training, I learned through a sort of trial by fire. However, it didn't take long to pick up. With the scripting portion, everything was simplistic to learn. If I was going to rate ease of use from one being the hardest to 10 being easiest, I would probably rate it a nine.

There are tools like this out there. You don't realize what automation looks like prior to seeing it from the back-end. It's pretty cool. I often call it, "The middleman between two points," because it connects the bridge.

I would rate the product overall as a 10 (out of 10).

They are here to stay as a vendor.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Senior Analyst at a financial services firm with 201-500 employees
Real User
Jan 6, 2020
Integration with Symitar is the main reason we got it, but we're also able to automate everything
Pros and Cons
  • "We haven't freed up a full person's job using it, but there are a good handful of people for whom it has freed up about half of their time. And those employees love it. A lot of tasks are based on certain times, and they're no longer stuck doing those things at those times. We don't have to have anybody coming in early anymore. They can focus on the processing part of their jobs instead of the file moving and downloading."
  • "I don't really think anything needs to be improved within the functionality. The only struggle I had, when I first started using it, is that it depends a lot on the command line and I didn't have that experience. So more built-in, basic commands or more education on commands would be good."

What is our primary use case?

We use it for automating with our core system, Symitar. We've automated some 100 processes with it. Of what we can automate, about half is now automated.

How has it helped my organization?

Before OpCon, it was a person's job to just manually run a bunch of things, like file transfers. And someone had to set up nightly processing within our system. Now, nobody has to do those things, and nobody forgets to do them. It just does them. It has improved our efficiency. We don't have to log in and download files and transfer them.

We haven't freed up a full person's job using it, but there are a good handful of people for whom it has freed up about half of their time. And those employees love it. A lot of tasks are based on certain times, and they're no longer stuck doing those things at those times. We don't have to have anybody coming in early anymore. They can focus on the processing part of their jobs instead of the file moving and downloading.

The solution has also reduced our data processing times by about 20 percent. We're still in the building process. We have a lot more to go.

What is most valuable?

For us, the integration with Symitar is the main reason we got it. But we're also able to automate everything. We don't have to do things manually anymore. It takes out that human error.

What needs improvement?

I don't really think anything needs to be improved within the functionality. The only struggle I had, when I first started using it, is that it depends a lot on the command line and I didn't have that experience. So more built-in, basic commands or more education on commands would be good.

For how long have I used the solution?

We've been using OpCon for two years.

What do I think about the stability of the solution?

Overall the stability has been great.

We've had a few issues but they're not because the system isn't stable. They have been more a case of known issues, but, until something broke, we weren't notified that we should fix things. That was a little frustrating. They knew it was happening, but they didn't tell us, "Hey, this is happening. You should do this before it breaks."

One issue had to do with pulling a file, because you can't use wildcards for file names all the time. SMA had a different FTP solution that they gave us, one that one of their programmers wrote. We're using it, but it's outside of the core OpCon system. Since we got it, things have been good. It just would have been nice if we could have done it all within OpCon instead of having to have a separate process.

How are customer service and technical support?

SMA's technical support is great. They've been very helpful. What has been a little difficult because is the time difference. They are in America but they're two hours ahead of us. Sometimes things happen at the end of our processing day and their tech support is closed. But other than that, it's been great. Their online system is good and when we call it's good.

There is on-call support, but they make it very clear that unless processing has stopped, there's a fee for that level of support.

Which solution did I use previously and why did I switch?

We had MOVEit before. The time to implement that solution, versus OpCon, was about equal. But OpCon can do much more than the other one could. In terms of automating processes, they are similar. MOVEit did not depend so much on command lines, so it was a little more straightforward when we wanted to work with dates or file names. But it didn't integrate with Symitar. For us, that was the huge part.

OpCon's TCO is a lot more but we didn't have support with the other solution.

How was the initial setup?

The initial setup was complex. There's so much it can do. But we had a lot of support from SMA, so we got what we needed. That complexity goes back, in large part, to the command-line issue. The simple things, like downloading a file and saving it, are really easy. But if you want to do more stuff, it takes a little while to get through that and to understand how it works.

SMA came onsite for the initial week and set it all up. We went live right away with several things at that point.

Our implementation strategy for OpCon was to get the nightly processing stuff set up. That was the most important initial goal. Then we made a list of all the things that were run by people manually and we went down that list.

What about the implementation team?

Our experience with the SMA techs was great. They were onsite and that was helpful. They're very knowledgeable. They explained everything and they gave us best practices.

What was our ROI?

We have seen ROI in terms of people being able to work more efficiently, which helps with the cost of employees.

What's my experience with pricing, setup cost, and licensing?

We just switched to task-based pricing, instead of annual agent pricing. There are the licensing fees and a maintenance fee. And we have costs for maintaining servers, our main server and our DR server.

Which other solutions did I evaluate?

We didn't really evaluate other options because OpCon is endorsed by Jack Henry. We were able to talk to other Symitar clients to get their experiences. OpCon was the logical choice.

What other advice do I have?

The biggest lesson I have learned from using OpCon is that we do a lot of things manually that we don't need to be doing manually. Also, as we're automating people's processes, we're able to analyze what they're doing and find a more efficient, better way to do things.

My advice would be to learn about the command line. Also, start early on making a list of all of the things you want to automate and write out the steps for each process. That's been taking a lot of time: Trying to get people to explain the different steps they do and then trying to figure out the best way to set that up in OpCon. Starting on those things early will help speed up the implementation.

There are about 10 people using OpCon's Enterprise Manager and the Self Service, in our company. There will be more. We're slowly expanding. Among the users are our systems analyst, our system administrator, and some of our accounting, operations, and compliance people use it. We also have a network specialist who uses it for file cleanup on different servers.

We have three people involved in maintaining the solution and each has a role. Some of us create, some of us upgrade it, as needed, and some of us monitor it daily. We don't have our developers using it. They develop something and then we usually incorporate it for them.

Our usage of OpCon is still pretty moderate. We have a lot of plans to increase it. It's just a matter of time. It touches all departments, but we want to utilize it more within each department.

I would rate the solution an eight out of 10. It's pretty good but I don't think it's miraculous. It's definitely better than our old solution and I'm pretty happy with it.

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
reviewer1253301 - PeerSpot reviewer
AVP IT Operations at a financial services firm with 501-1,000 employees
Real User
Jan 5, 2020
Metrics on how long automations take enable us to rearrange them rapidly to get them completed faster
Pros and Cons
  • "The ability to chain jobs together allows us to create complex interdependencies between our jobs, and the integration into our core system is important because it allows us, through an automated system, to do a huge number of things that used to be done manually."
  • "I'd like to see the product include a view where you can see everything about a specific job on a single screen."

What is our primary use case?

We use OpCon as our central scheduling system. It runs a bunch of automations for our core system as well as for any automated system that needs to be scheduled.

How has it helped my organization?

OpCon has eliminated man-hours spent doing repetitive things, and it's also made our execution much more reliable. To do what we are doing currently, it would take at least four or five people, full-time. Clearly, we've cut a bunch of FTEs out of the equation, so that has been a big deal. They have been reassigned to other things. Everybody loves it because they're able to now work on higher-value things.

It also allows us to see metrics of how long our automations take, and control or manage to that to those durations, so we're able to reorganize and rearrange things at a rapid pace to get them completed faster.

We have automated thousands of processes using OpCon. I believe we've automated 100 percent of our processing. I can't think of anything we're doing manually.

In addition, OpCon has reduced our data processing times by, as an estimate, 25 to 30 percent.

What is most valuable?

The most valuable features are 

  • the ability to chain jobs together 
  • the integration into Symitar. At the end of the day, that's what makes the big deal for us.

The ability to chain jobs together allows us to create complex interdependencies between our jobs, and the integration into our core system is important because it allows us, through an automated system, to do a huge number of things that used to be done manually.

It is as easy to use as it should be. There is a learning curve, but that's because it's a powerful system.

What needs improvement?

I'd like to see the product include a view where you can see everything about a specific job on a single screen.

For how long have I used the solution?

We've been using OpCon for more than 10 years.

What do I think about the stability of the solution?

The stability of OpCon as a solution is excellent. We never have any issues with its stability.

What do I think about the scalability of the solution?

We have had no issues with scalability. 

We have plans to increase our usage of it. It's primarily used in IT and programming, but it is automating jobs that are requested by, and the results are used by, everyone else in the company. We have automated processes for the lending department as well as branching, account services; everyone.

We have five to seven people who use it on a daily basis. They are either OpCon developers or programmers who are testing new deployments. We need less than one person for OpCon system administration.

How are customer service and technical support?

SMA's technical support for this solution is excellent. They are responsive, they are knowledgeable, and they've always been able to address our questions, which is impressive.

Which solution did I use previously and why did I switch?

We did not have a previous solution. Our company went with OpCon because it has a very tight integration to our core system.

How was the initial setup?

I was not around for the setup and it's been so long since it was done that I don't think our experience would be indicative for anybody else.

For the most part, upgrades are pretty straightforward. And they've been pretty solid too. We generally do them with the help of SMA consultants.

What was our ROI?

We have absolutely seen return on investment with OpCon. We've eliminated the FTEs. We have increased the speed at which our automations run, so we're in nightly processing for a shorter period of time. We've been able to run more fraud tests and to run control reports on the nightly run than we would be able to run manually, so that we can identify problem areas or fraud and address them immediately. We use it for all sorts of things.

What's my experience with pricing, setup cost, and licensing?

I believe our cost is about $150,000 annually.

There are add-ons you can buy, which have an additional cost, including products and Professional Services.

Which other solutions did I evaluate?

We really have not evaluated other options. It is the state of the art for our core system, and we have been happy with it.

What other advice do I have?

The biggest lesson I have learned is that using an automation system like OpCon forces us to really understand the business object of a goal we are trying to accomplish and to be able to articulate it clearly and precisely.

Automating your operational tasks the way that OpCon does is absolutely a better way to do it than any manual system that you may have in place.

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
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