Fortra's Automate is predominantly used in HR and operational departments for automating reports, file manipulation, and data processing. Key uses include automating repetitive tasks, integrating PDFs and emails, running scripts, processing large data sets, transforming file formats, synchronizing databases, managing job schedules, and transferring files.
Users commend Fortra's Automate for its ease of implementation and user-friendly drag-and-drop interface, which requires minimal technical skills for efficient bot deployment. The software is appreciated for its effective scheduling tools, reliable integration capabilities, and a wide range of functions such as file interaction, secure file transfers, and extensive automation without the need for coding. Businesses achieve significant time savings and simplified processes, bolstered by continuous updates and robust customer support.
Key assets of Fortra's Automate encompass its user-friendly, intuitive interface and drag-and-drop functionality, which simplifies automation without extensive technical skills. Efficient integrations, especially with Microsoft Azure and SAP, enhance functionality. Timing, scheduling, and seamless file interactions stand out, supporting diverse operational needs across different users. The no-coding aspect and permanent licensing model make Fortra's Automate both affordable and accessible.
Improved OCR for Hebrew text and health systems is needed. Users find UI confusing and security lacking. Global logging and error notifications should be added. Cloud functionality and documentation need enhancement. Users seek more third-party integrations and community support. Stability issues like system slowdowns and crashes occur. More advanced OCR for non-standard documents and free development environment are desired.
Fortra's Automate reduces over 200 staff hours monthly, leading to savings and increased efficiency. Entities typically see returns within 90-120 days, cutting resource costs and reducing error risks. Organizations benefit from quick deployment and in-house automation development, avoiding consultant fees. ROI includes significant financial savings like a million dollars saved through labor cost reduction. Various tasks, including file manipulation and system monitoring, show considerable efficiency gains and time savings.
Users found Fortra's Automate pricing competitive and favorable compared to alternatives like UiPath, Blue Prism, and Automation Anywhere. Licenses can be purchased as a one-time cost, around $6,000-$7,000, per bot or annually, approximately $20,000. Automate offers flexible pricing models, including unlimited bots options and a competitive pricing per bot rather than per process, making it suitable for both small businesses and large enterprises. Most users appreciated no hidden fees beyond licensing.
Fortra's Automate primarily used by HR for handling external consultants' reports and invoicing customers based on hours reported. It automates repetitive tasks in IT, supports data integration in transport industry, and simplifies file manipulation and data transformation. Finance uses it for transaction automation and data migration. Healthcare uses include insurance eligibility checks and managing patient data. It is crucial for file transfers, SFTP interactions, and automating report generation across various industries.
Customers find technical support for Fortra's Automate very responsive and helpful. Many praise quick responses, with some receiving answers within hours. Chatbots and discussion portals enhance user experience. Training and documentation add value, although some note issues with language barriers and the knowledge base's organization. Several appreciate direct email access to support teams, especially in Europe and Argentina, highlighting the efficient and proactive assistance provided.
The initial setup of Fortra's Automate is straightforward and easy, requiring minimal effort. Deployment is quick, often completed in under a day or even within hours. Users note that it's simple for both technical and non-technical individuals, with clear installation steps and low maintenance. Comparatively easier than competitors, Fortra's Automate offers flexibility for cloud or on-premise deployment and effective handling of both attended and unattended tasks.
Fortra's Automate is highly scalable, supporting unlimited bots, load balancing, and failover. While implementation can be complex, large enterprises and medium-sized organizations find it adaptable and flexible. Deployment in over 42 stores and across different servers proves its efficiency. Licensing levels play a role in scalability, with users noting increased costs for expansion. The on-premises version faces limitations, impacting those with resource constraints. Pricing remains competitive compared to alternatives like UiPath and Blue Prism.
Users find Fortra's Automate reliable with no crashes or glitches. Some report occasional slowdowns and rare crashes, especially with large files or tasks. Performance issues include memory intensity and connectivity problems due to server locations. A few experienced console disconnections affecting task saves. Many users find it highly stable, rating it eight out of ten. Issues reported are often environment-related rather than inherent to the software.
What are the key features?
What benefits should you look for in reviews?
In various industries such as healthcare, transportation, and payroll, Fortra's Automate automates workflows like invoice generation, data retrieval, data uploading, and insurance eligibility checks, enhancing efficiency and accuracy for HR and operational tasks.
Fortra's Automate was previously known as HelpSystems Automate, Automate.
Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories