Fortra's Automate Reviews

We're a value-added distributor for HelpSystems Automate. We distribute Automate along with other solutions to various customers. Each customer has a different use case. Usually, we develop a proof of concept solution for them or the whole project for them. 

We've done multiple projects. We've done projects for hospitals for insurance eligibility checking. We've done HR automation. We've done price comparisons for various vendors where they want to know how their competitors are pricing the same products.

For the insurance eligibility checking that we have done for a hospital chain in the region, the requirement was that they have thousands of patients coming in every day, and they need to know the insurance these patients have and what's covered under the insurance for them. So, the front desk employee takes a person's ID and enters the identification number from the ID. After that, the bot that we've developed picks up that ID from the backend, goes into the insurance portal, searches for that particular ID, and then finds out if they're eligible or not. If they're eligible, it finds out what's their copay, what's their coverage, what's their network, etc. This is the process that we developed for a hospital chain in the region.

For no-code automation specifically, it's very good. It's all just drag and drop, so as a developer, you don't see any underlying code that's there. It's very friendly in that regard. You don't need to have someone who is extremely technical or proficient to start developing solutions with Automate, which is huge. However, you do have to work on integration. For example, if you want to integrate a PowerShell script into your workflow, there are actions for that. If you are a proficient developer who wants to use more traditional coding languages, you can still integrate that with your regular workflow. It's very useful for clients who don't want to dedicate too many technical resources to develop and automate. Some of our clients have regular IT staff. Even though they're in IT, they're not doing much coding per se. They're able to automate pretty well and pretty quickly with Automate. They can easily start developing and working with it, which is a big selling point. We also have clients who are more used to having traditional scripting languages and are less willing to try out Automate. So, it varies on a case-by-case basis, but in the vast majority of cases, having no code is a huge factor.

It's pretty good at reducing human errors. Whatever you set up, it does that logically. If any errors come through, it's almost always because of some gaps in the implementation logic, which can be tricky to catch. That's where the bulk of the errors come from. There might be some edge cases that you didn't consider while developing, which might cause some errors. That's quite possible, but if you set it up right, it works pretty well. The other area of errors would be if you're incorporating OCR or something like that. There's inherently some ambiguity in that. It can read some letters differently. There's a possibility for errors to come in there as well. However, based on what I've seen, at least for the insurance eligibility process, there is about 90% to 95% accuracy. In the vast majority of cases, it's pretty accurate.

It's very easy to use. That's a big selling point for it. It has got a drag-and-drop interface, so you can quickly deploy bots.

The implementation time is pretty quick, which is another big selling point. The web browser of Automate is pretty good as well. If you want to do any web scraping or log into a website and pick up information, it's pretty easy to set that up. These are some good features of it.

Error messages should be better. For error status, there should be better documentation because a lot of times, error messages that you get are quite vague. For example, you get a message saying that the workflow has run into an unknown status, which is vague. It just tells you that it failed, but you don't know how or why it failed. It makes debugging difficult. From a developer's perspective, it gets a little difficult to debug at times due to these error messages. It's not with all the errors, but for quite a few errors, the documentation is vague.

Event logging and failure notifications could be improved because you can set up logging for each individual step, but you have to go and manually add it to each step or task. The same issue is there with the failure notification. You can set up an action so that when a task fails, you can take a screenshot and send an email notification, but you have to go into the task and build a condition for that. It would be better if event logging and error failure notifications can be done at a global level without having to go inside the code and add it for every single task.

Its stability could be improved a little bit, and it could also have a few more third-party integrations. Currently, you can integrate with almost any third-party service. You can integrate either through the API or through the GUI, but it would be nice if there were native actions built into Automate. It already has a lot of integrations. For example, we have Microsoft Dynamics, SharePoint, etc. We do have a fair bit of third-party integrations, but it would be nice to have a few more software integrations.

There is a community portal, but it's not particularly active. It's not a very big community. If you run into an error, you can't just look it up on Stack Overflow or something like that. However, the tech support from the vendor side has been excellent, so it isn't a big issue.

I've been using it for a year and two months.

Its stability can be better. It's not a very big concern, but once in a while, you lose connection to the main central server for Automate from the developer console. If your developer console loses connection to the main console, which is not a very frequent occurrence, you don't realize it until later. So, you're saving your task thinking it's working fine, but it's not being saved on the server. You lose a little bit of data once in a while, but these are not very frequent occurrences. It happens once in a while, but it's something to be careful about. There are also occasional crashes. Sometimes it slows down, and it crashes. I'd rate it an eight out of ten in terms of stability.

It's a very scalable solution. We have an unlimited bot version as well, so we can deploy multiple agents. We can have load balancing across these agents. We can set up agent groups as well. We can have an agent group running a certain task, and we can have a load balancer to distribute that task across agents. We have failover support and high availability support. So, it's a very scalable solution.

It's usually deployed in one location. I don't have much experience with clients deploying in multiple locations. I've only seen them use multiple servers, but they're all local servers. It's only supported for Windows, so there's no Mac or Linux support.

We've done implementations for enterprise-level customers to small and medium-sized customers. Its biggest selling point is that small and medium customers usually find solutions like UiPath and Blue Prism far too expensive. They find Automate's pricing much more competitive. 

Their support is excellent. You can raise a support ticket, and within four hours, you'll have a response. Because we're a distributor, we also have direct email access to a few of their technical support team members based out of Europe. They're also pretty responsive. Usually, they help us out with almost any issues that we run into. So, their support is excellent. I'd rate them a nine out of ten.

Positive

It's agnostic. It can work on the cloud or on-prem. Some customers want it on-prem, and some customers want it on the cloud. It doesn't make much of a difference from Automate's perspective. It's the same software, and where you deploy it doesn't make much of a difference. We have integration with AWS and Azure. 

I work in development, so I am involved in deployment for clients. It's pretty straightforward. You just install it and set it up. There are some prerequisites where you have to open a few ports and do things like that. Overall, it's straightforward. You can do it in maybe an hour.

After you have it up and running, you can just start working on it. You have a developer console, and as soon as it's set up, you can start developing and deploying from there. A simple, basic task such as reading an email, taking a file, and moving it to a folder can be developed in two hours. 

In terms of the ease of setting up and deploying the attended or unattended bots, we don't do much differentiation between attended and unattended bots. They're the same thing for the most part. It's just about how you'd set up the workflow. If you are setting up an attended workflow, for example, you'd have some actions in the workflow saying that wait for a user's input or something like that. For unattended, it's going to be completely end-to-end. We don't make much differentiation in that case. The pricing is the same, and it's pretty easy to deploy them after you've developed them. 

For deployment, it's just me for the most part. It's pretty straightforward.

In terms of maintenance, we offer two pricing models. We offer subscription models where you just pay an annual cost every year, and there's also a perpetual model where you pay some amount initially, and then every year, you pay the annual maintenance cost.

We see that there's usually a very quick ROI on it after implementation. It's pretty easy to develop, which means you can get solutions out pretty quickly. At times, you have to maintain certain parts of it, but that's expected. What I've seen is that after implementing it, organizations usually see a quick return on the initial investment they have made. There is going to be a maintenance cost for it to ensure that it keeps running, but that's fair.

From a distributor's side, one of the biggest selling points is its price point. Without going into any numbers, compared to UiPath, Automation Anywhere, and Blue Prism, we're significantly cheaper. The main difference is that other competitors usually charge you per process. However, in Automate's case, it's priced per bot. So, a bot can run multiple processes at the same time, but you are only priced for a single bot. That's a big selling point. It isn't like most of the competitors where if you're running three processes on a single bot, they would be charging you for three processes. We're also the only vendor to offer an unlimited option where you can have unlimited bots, and each bot can do an unlimited number of tasks. Price-wise, we're very competitive.

I'd definitely recommend it. It's a very good product. It's a very affordable product, especially if you're a small or medium-sized organization. My biggest suggestion is to invest internally in your organization so that your employees can build and develop their own bots for their use cases. That's the biggest thing that customers who are looking to buy Automate can do. It's very easy to use and very easy to pick up. It's unlike most of the competitors where you need to have a highly certified individual to develop. So, invest in your people or employees who are doing the day-to-day work because they know what they can automate and what they cannot automate. Embrace automation fully and not just as a small part of your organization. 

It's pretty easy to automate any manual tasks that are currently repetitive. So, you can see a very quick return on investment with Automate. I also advise companies that are planning on doing automation to also invest in maintaining and scaling it. Don't just be satisfied with automating a single process, but take it further and set up an automation center of excellence and also look at other departments, such as HR and finance, that can use automation. It doesn't have to be just in IT. You can do this for almost any business flow that you have. You need to embrace it and invest in it more than just having a consultant come in and do one project and leave. You don't need to have too many technical or certified people to start working. It's very easy to use compared to other competitors' solutions.

In terms of training required to use Automate, HelpSystems offers Automate Academy on its website. It's free of cost, and anyone can access it. It has got multiple modules and hours of videos going over from the very basic concepts to more advanced concepts of Automate, including workflows and other more technical features. You can go through that, and you can also get certified through it. Those resources are freely available. Any of our customers can use them. That's one place where you can get support for training. There's also something called Bot Store, which is provided by HelpSystems. You can just go there and download prebuilt bots, and you can freely modify them, edit them, and use them for your use case. They are also mostly free. When you combine both of these, there is a fair bit of support for the developers for training. In terms of the amount of training required, it varies on a case-by-case basis. Some people learn it faster, and some people learn it slower. It also depends on your technical background. For example, they still have the concepts of loops and if statements. Even though it's drag-and-drop, you still need to know those concepts to develop with Automate. You need to have that kind of algorithm thinking. If you come from a development background, it's very easy to pick up and use. With a couple of hours of training and just playing around with it, you should be good to go, and of course, there are all the resources from the vendor side to fill in many gaps.

There is the Recorder feature in Automate, but I don't personally use it that much because anything that you can do with the Recorder feature can be done with the regular drag-and-drop actions. Recorder doesn't make it a lot easier to use than it already is.

Overall, I'd rate Automate a nine out of ten.

We use HelpSystems Automate primarily for file manipulation, such as moving files from folder to folder and tasks that other tools can't do without some programming.

When files come in, we want to send them to specific locations based on their names and based on the results of IF statements. The solution makes this kind of work more straightforward and more drag and drop.

We also use the product to move Excel spreadsheets or PDF files and to convert PDF files; it's a powerful tool for transferring information. It has a playback feature, but we don't use that in our current environment.

We have two servers running the solution; one for development and one for production. Going from development to production is as simple as dragging the object over and putting it into production with little to no change, which makes promotion straightforward.

We get a data file comprised of multiple reports, and it's a text file. We use the solution to split the text file into individual reports, and then we can drop them into a folder, and they get picked up by another tool, OnBase. That is an essential task for us.

We also use the tool for retrieving data files and sending them out via AWS or Google Cloud, as it has cloud-based capabilities.

The tool works behind the scenes; we created a process that reads many data files, matches them to a SQL database and moves them to the correct folder while collecting information required for other processes further down the road. That's mainly what we use it for, and I'm responsible for maintaining it. Automate makes my job easier because I don't have to keep rewriting scripts or changing file names; we can quickly change a database file, and the solution picks that information up and processes it.

For example, we get a file that has ten reports in it. We take that file and run it through Automate, which reads the data file line by line and breaks it up. Line one through 1000 is one report, and 1001 may be a second report. Automate handles that repeatedly very well. It then reads the database to determine what the report is and where it is supposed to go. If a report doesn't match any database parameters, it's simple to go into the report in Automate and add the condition.

We're a small shop with only two of us running Automate for the corporation. We deal with claims and other insurance-related work. The solution reduces the number of staff required because we don't have to hire network programmers or use VB scripts to edit data.  

As the tool deals with repeated tasks and mostly removes human error from the process, it cuts down on errors by about 50 to 75%. 

Behind the scenes, we see the value of using Automate immediately, as when we turn it on or enable it, as HelpSystems calls it, the tool beings working. Depending on the schedule, that could be within five seconds or 15 minutes. The process works fine; it's flawless. 

I like the interface; it makes managing automation easy. We can set different schedules and templates for each task.

The solution also has access to PowerShell, so we can run PowerShell scripts if needed.

Automate is excellent regarding spreadsheet creation based on data files and file movement. 

The drag and drop for development is a key feature for our organization. We can select options for a data file, fill in parameters, add IF statements, and the solution adds the relevant code. We can enter selections for Excel, read a database based on specific values, and pass it a SQL statement. The tool greatly simplifies our tasks because it has interfaces to other products built in; if we want an Excel spreadsheet, we select yes, and then the solution will start encoding based on our selections. The product makes our work much quicker, as we don't have to write code in Visual Studio, especially when moving files around.  

The solution saves us a lot of time. We use it hourly for repetitive tasks dealing with 14,000 files, and Automate handles that well. We would need many staff members to do the job the solution does. 

There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own task, but it would be nice if this were more detailed.

We have been using the solution for five years. 

The stability depends on the task; there are some performance issues when working with massive files, but the solution is otherwise stable. It processes files in milliseconds, while database retrieval and file manipulation are rapid. It slows down when we run a process record by record doing multiple calculations. It's good that once we build a task, it's repeatable.

I have yet to experience scaling the product, but I know they have network and standalone versions. We have the standalone version.

HelpSystems has excellent service. I can call them up if I have a question and they'll either send me an example of the code or they'll help me through the actual issue.

Positive

We previously did a lot of VB scripting with another product, and we switched because Automate makes tasks a little easier. 

The initial setup is straightforward; it's just a matter of installing the tool onto the server, and that's very simple. There were three staff members on the deployment team. Now I maintain the product by myself, and it's very lightweight in terms of maintenance. Upgrades come in once or twice a year, and it's just a matter of running the installer to install them. 

Setting up attended and unattended bots is very simple; we can develop on one and then bring it over to the other. The timers, schedules, code, and so on are all brought over. We began developing RPA workflows half an hour after deployment.  

The entire deployment was done in-house. 

I'm only involved in running the product and maintaining the systems, so I can't speak to the cost. 

We previously used other HelpSystems products on an iSeries, and we went strictly network. Automate was one of those, but I wasn't part of the selection process. I don't know if any other options were considered. 

I would rate the solution eight out of ten.

We had about four hours of training, and then we were able to get the solution up and running.  

I like the product; it provides the same functionality as other products but makes the process easier and more user-friendly. The tool is suitable for developers or operators moving files around or creating workflows.

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.

Positive

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.

We use the solution for automating processes to pull down reports from the web. The company posts these reports on websites, and we want to download them. We then scrape the reports to create database files that can be pulled into other applications.

On occasion, it is easier to use the solution's recorder for recording desktop and browser-based activities.

The solution saved users a lot of time. They are thrilled that they no longer have to manually pull reports and go through large amounts of data to find the information they need. Previously, they had to spend 20-30 minutes every day going through reports, but now we can condense that down to a few minutes.

Fortra's Automate is a drag-and-drop development platform that makes it easy to connect and pull data from visual websites or visuals. Users can simply drag and drop elements to create their automation. This makes Automate a very user-friendly platform, even for those with no coding experience.

Fortra recommends 20 hours of hands-on use before their formal training, which is four, two-hour sessions. I think that is a pretty good plan.

As we use Automate more, it will help us reduce the need to hire more people to process repetitive tasks.

Automate helped our organization reduce human error.

The ability to connect to websites and pull data is the solution's most valuable feature.

Fortra's Automate is not as reliable as I would like it to be. For example, it sometimes has trouble finding elements on a page. I noticed that on occasion when I come in the morning and check the automation, it did not run properly.  I am not sure if it is because of the way I programmed it, but this happens more often than I would like.

I have been using Fortra's Automate for four months. 

For the most part, the solution is stable. We're still finding ways to program around hiccups in our runs.

The technical support is very good. They are responsive and work through issues with me. I called them two or three times.

Positive

I'm not involved in the dollars side, but we're saving lots of time. Users are moving routine and mundane tasks to Automate so they can get to pertinent information with minimal effort.

I give Fortra's Automate an eight or nine out of ten.

Creating the logging is easy enough. We have to do our own logging in Automate. Maybe that's just how it has to be, but I need to understand how to diagnose problems better. Overall, I'm happy with the product so far.

I recommend taking advantage of the training that Fortra offers on its website. It is good quality training. Fortra requires us to complete 20 hours of training, followed by their formal instructor-led training (via Zoom) and certification. I believe that a lot of this instructor-led training could have been delivered through video from their website and that more time could have been spent discussing real-world use cases for the company. I don't know if this is possible, but the training costs $1500, so I think a more personalized experience would have been better value for money.

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.

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.

With Automate, as an example, if I have a supplier that provides me with items in bulk, the bot of the system will take the bulk order and divide it into individual units for sales. If the company that supplies me also charges for transportation, the system will divide those costs among each item so that I am invoicing and charging correctly when I am selling items on an individual basis. It does this based on the rules I set up on my end. It basically takes the work of many people and automates it.

The solution integrates well with Microsoft Azure. We get AI, artificial intelligence, resources from the solution and it's working very well for us. 

The pricing is excellent. I would give them perfect marks in that regard.

The deployment is not too complicated. It's pretty easy.

The forms are very good.

The technical support could be better. We suffer from language barriers, as we are in Argentina.

The OCR (optical character recognition) capacity could be improved a bit.

I have about two years of experience with the solution. It hasn't been too long.

The stability is very good. As far as I know, we haven't had any issues so far. It's very reliable. The performance is good.

The scalability has been very good so far.

We have been using it in a Home Depot-like organization in Costa Rica. It's deployed in over 42 stores there, across different servers, and it is working very well for them. They love the solution and plan to use it more and to increase usage as well.

Typically, we work with medium and large-sized organizations.

Technical support is a bit of an issue.

We have our technical support team from Argentina. We can't even speak the same language. That aspect is quite bad. 

However, we have been trained by them, and we had some RPA experts. We were given very good training and they provided it to us.

I found the initial setup to be quite straightforward. It's nice and easy. It's not an overly complex process.

The deployment is pretty fast. We got it done in under one day.

The pricing of the product is reasonable. We don't find it overly expensive. It's very competitive.

We've compared the solution to, for example, Automation Anywhere, Blue Prism, and UiPath. And we have done a lot better with HelpSystem. It offers much better pricing, for example, and offer very good forms.

We are a representative of the company. We are integrators and HelpSystems partners and we sell the platform to companies in Costa Rica, Central America, and Puerto Rico. We do the integration for clients. Therefore, we do the mapping, and we do the bots also.

We are using the latest version of the solution. However, I'm not sure what the exact number is.

I would advise others to have an expert that understands the solution assist in the onboarding process. The platform can be very good. It is really good. However, if you don't have experts to train your people and also to implement the solution properly within your company, it's likely the project will fail.

Overall, I would rate the product 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.