OpCon Reviews

We have OpCon in our test environment, we're testing that right now and putting it into production next month.

Our primary use cases are for our core system that does batch processing for our core system, which is Symitar. We have automated about 90% of our daily processing. And we have started to branch out to utilize it more for Self Service where our other business units can automate some of their processing as well.

The fact that if you automate your core processing, in our case, alleviates the need to make sure that if somebody is running late or somebody calls in sick, your jobs are still going to run, they're still going to be on time. It has notifications built-in to let you know if something has failed or has missed the start time. It really keeps your business flowing and with proactivity. That's been the biggest example for my institution. It's the fact that we're a 24-hour shop. There's no downtime. It keeps us running and moving. We're about 90% automated if we look at our core processing. 

The automation of manual tasks has reduced human error by at least 40 hours a week. It's essentially saving another person. 

It has saved our IT team time by automating things a lot less wait time for people waiting for my team to actually run processes or transfer things. There's no delay in between the time when something is supposed to happen and when it happens.

We are able to move forward with business needs. My team is now able to learn, do additional training and other facets of IT. Rather than spending the time blending jobs, transferring, and doing things manually, they're now able to work on other projects within the organization. They're learning more about different areas of how other things function within IT. We become more project-oriented than process-oriented. We're able to identify things within the business that we can automate or that could be changed. We've gone from reactive to proactive

We are at least 80% more productive. 

There are a lot of valuable features. The version that we're currently casting, Self Service, is going to be the most valuable to us. It is going to allow us to open up the doors, broaden our automation capability and help other business units to be able to automate a lot of the little things that they do from day to day. I'm really looking forward to being able to help other areas with their automation needs. Self Service is really key.

OpCon is pretty easy to use. I'm not a programmer, I had no formal training. They offer some basic training courses. They also have a lot of documentation online and their support staff is super helpful. So it's pretty easy as long as you can take the time to familiarize yourself. It's a pretty easy application.

For the Enterprise Manager, the UI is okay. It puts your processing in alphabetical order instead of the actual processing order, but they are building a new UI. They really are on track to make it even more user-friendly. It's like they're listening to some of the common complaints from their customers, or they started to build out what we need or what we are looking for.

We are setting up the Self Service feature right now. That's going to be our biggest list in our organization. We just installed it and went through our training a few weeks ago. My team is building Self Service buttons in our testing environment right now.

Enterprise Manager is a little clunky which I know they're addressing in the solution's manager. 

It's annoying that our processes are listed alphabetically. It should be listed in dependency order or order of processing. That's one thing that drives me crazy. That's my biggest issue.

I have been using OpCon since October of 2010.

They've gone through some changes recently with the owner, but I know that they're on the right track. I feel that they're very stable.

They see that there are other competitors out in the market that do what they do. So they want to make sure that they stay relevant and are able to keep up with changing technology. They put a lot of stuff in the new release from 19 to 20. The team has been working really hard to take that stuff into account, like how to future-proof and make this more flexible. I think it's very scalable.

Currently, six of the admin users are me and my team. And we are primary users of OpCon, which means that we are monitoring and setting up. And then we have our Symitar administrative, our core host system administrative who's also involved. We also have our payments team who used to do ACH and draft returns. They are primary users as well.

For deployment, you really only need a couple of people, but I'd like to ensure that my entire team is well trained. You don't necessarily need seven people, if one or two people have a backup is plenty. My team's official title is Computer Operators. They're basically responsible for batch processing and file transfers within the credit union.

Right now 90% of the usage is my team with a small bit with our payments team. So one thing we've been able to do is learn more about the product, go out to our business and see what their needs are. With the new version and the Self Service features, we plan on branching out because Self Service allows business partners not to have to log in to either our core system or the OpCon system, it's through a UI or URL. And so the thought there is that we will be able to branch this out to accounting collections. The payments team has the other items and the card services team as well. There are certain processes in the run in our core and we would like to automate those so that they can just either run automatically or they control when they run them through.

We will start with Symitar and sometimes Symitar will refer us back to SMA. They work really well together and we're able to come to a resolution, but sometimes it's both systems in OpCon and Symitar that have an issue.

SMA support is super helpful. They're a great team.

We also looked at DMC. OpCon has a relationship with Symitar. That was a selling point for us because they have a close relationship and they already have several Symitar clients using OpCon and they came with great reviews. DMC had several other core systems that they were automating but Symitar wasn't the main system. So we just felt more comfortable going with SMA.

The initial setup was pretty straightforward. We had a great team. We had both SMA and Jack Henry, which is our core vendor. They were both on-site. They worked really well together. They were very hands-on in training and had me and my team involved in the whole process.

The deployment took us two weeks. We wanted to implement it in the test first so that we could see how it interacted with our core and our other systems within our network. So that's where we first installed it so that we could do our basic setup and testing. And then once those testing passed, then we set aside some time to set it up in a production environment. Because we obviously didn't just didn't want to gung ho and go back into production.

We use Jack Henry. They are our Symitar, which is our core processor, our integrator.

They told us about SMA because SMA has a relationship with Jack Henry as a core processor. They did a lot of their automation. Jack Henry told us about SMA, which is how I came to bring them on board. Because they had already built a lot of automation for our core processing. They already had a business relationship. 

We currently renewed with one of their new technology bundles. It's around $36,000 annually. We run a query of our SQL in our SQL database to see how many jobs we run. They're charging us per usage and whatever add-ons you want to use with OpCon.

My advice would be to ask a lot of questions. Make sure that you involve your entire staff from beginning to end. OpCon was a really easy experience. Having them on-site, sitting next to you with hands-on experience, you can't beat it. They're not hiding anything. I really appreciated the amount of effort that they put into showing up, training, and following through as well. Whenever something did go wrong, they're always there to support you.

We consider OpCon to be one of our tier-one applications, meaning it's almost as critical and important as our core host system. We haven't done any vendor comparisons in ten years because we're very happy with them. 

Typing matters. A lot of what you enter is manually typed. So watch your spacing, watch your fat fingers and copy and paste or copy schedules wherever possible. And then the other trick is eventually you always have a frequency. Those are the few things that I mess up on that really make my whole deployment delayed because I can't find why it's not working and it's always usually because I have an extra space somewhere or character I didn't need. Watch your typing and have a second set of eyes.

I would rate OpCon a ten out of ten. 

We use it for batch job automation and batch processing automation.

It has reduced our manual processing times by a good 75 percent. We had over 500 processes a day, since we process jobs for over 40 clients. We were able to automate all that.

OpCon has definitely freed up our resources and allowed us to continue to bring in more clients without adding additional FTEs. Because we are a 24/7 operation, we have 13 employees. We have doubled our client volume without doubling our employees.

As far as streamlining, goes, the scheduling allows us to schedule jobs with different frequencies, and it prevents manual errors and eliminates keystrokes.

All of it is valuable. We've been very successful with it and really reduced our manual keystrokes and manual errors. The greatness of it is the flexibility of the scheduling and the integration of all platforms and processes. We have integrated it with everything from AIX to Microsoft Servers; with pretty much anything that we can.

The product is easy to use and it's simple to automate processes. It's a GUI interface. You don't require any special programming skills to use it.

If there is anything that needs improvement, it would be the file watcher. That could probably be simplified and easier to configure. To configure the file watcher you have to have a good understanding of OpCon. If they could improve the process of how it looks for a file, as well as the configuring, that would help.

Some additional logging-information reporting would also help. They have all the information there but you still have to search around and look back. It's not right there for you, where you click and can get the reporting. You have to know the system and do some additional searches. So reporting is another area that they can build on by simplifying it. 

Another area for our improvement is the upgrade process. We continue to need to bring in SMA OpCon to perform upgrades. If they simplified that and give more direction to the clients for performing upgrades, that would be good.

But other than that, we've been really happy with the product.

We've been using OpCon for over five years.

It has been a very solid system for us. We really haven't experienced a long period of downtime. And when there were issues, SMA support was able to come in and resolve them immediately.

There hasn't been a problem with the whole system, but there were certain releases that created problems. We got a temporary workaround from SMA. But it was nothing major or something that kept us down or made us divert to manual processing.

We have been going from release to release with them and they've continued to add features and improvements. They have also added on products. So I think they are on track. They really have a solid system and I have confidence that they will continue to scale and bring in more features for our automation.

Their technical support is excellent. There have been several times where I have had to reach out to them and they responded immediately. They always have the answers to my questions and come up with solutions. I haven't had an incident where anything was extended over a long period of time. They have definitely been very helpful and knowledgeable.

Autobatch was one of the solutions I used previously. It was a free product that we downloaded, and then someone wrote some scripts. We didn't get to the point of purchasing it. OpCon is more of a high-end product. You get what you pay for. I don't know how we would continue to grow our operation without the help of OpCon.

The limitations in Autobatch which OpCon overcame are due to OpCon's ease-of-use and the configuration. I wouldn't have been able to train my team to start building jobs on the other solution if they didn't have a good technical background. With OpCon, it's much simpler.

The initial setup was straightforward.

When we first started, the deployment took about one week, and that includes training from SMA OpCon as well as Jack Henry Symitar. After that, all the upgrades take about two days.

Many of the other solutions I've used require a lot of scripting and coding. OpCon is more a GUI interface and I was able to get a lot of my team training on this with ease, without sending them to any classes. A lot of my team members can build jobs, from simple to complex, with SMA OpCon, without going to any additional classes.

It's very efficient and straightforward to implement a new job. If I get a request today, I can do it within the hour and have it ready to run. That's how simple it is. I don't need four hours' advanced notice. We started deploying things ourselves immediately after training. They came in and trained us, created some sample jobs for us, and we took the sample jobs and were able to recreate them. We just followed the steps and started applying them. That feature, where we can copy one job to another, is great.

As for our implementation strategy, we have a live system and we had a test system, so we built two systems. We started to build the schedule and the jobs on pre-prod system. Once everything was tested we went live, and we kept the test system for any other testing that we might need to do. Eventually, we got rid of the test system because we were able to do everything on the live system. We're able to test a job — not actually run it, but test it — before we deploy it.

When the SMA technicians came onsite during the initial deployment, our experience with them was good. They were very knowledgeable. They had a good understanding of the system and they gave us very good pointers. They were very efficient and on-schedule. The whole implementation process was seamless and very smooth.

We have definitely seen a return on our investment with OpCon. As I mentioned, we have doubled our client base without needing to increase our workforce. 

We are able to take on additional projects. Our operators are not just running batch jobs, they're monitoring batch jobs and it has allowed us to use them as resources for other things. They have been happy to be assigned to other projects, and they also like to learn more about OpCon. They enjoy building the jobs and doing the automation.

The pricing is over $100,000 for our credit union and I believe it's $89,000 for our clients, in total, annually.

There are additional costs with some of the upgrades. When we need to do upgrades, we will have Professional Services help and we have to pay for that. But the cost is maybe a few hundred dollars. Upgrades usually require two to four hours of their time.

I've used other job schedulers before and the flow of the automation wasn't that efficient, where OpCon's is easy. It's a lot of drag-and-drop. You can copy one schedule to another. You can copy one job to another. It's very easy to use and does not require heavy, intensive knowledge of OpCon.

There wasn't much else out there, at the time, for our core system. OpCon partnered with Jack Henry Symitar, so it was a product that was recommended by the maker of our core system. We didn't really do a search for an automation vendor. We were using one that was out there for free and when the opportunity came for OpCon, with the right pricing for our budget, we took advantage of that. Since then, we've been on OpCon.

What I have learned from using OpCon is that everything is possible within OpCon. Each time we have a new process, that's what we look at first. We try to build everything around the automation.

You will definitely see the efficiency and improvement in your day-to-day operations by using OpCon. My advice would be, during the implementation, to try to build as many sample jobs as possible so that you can reuse them.

OpCon is now managed by my computer operation team. Right now don't share it out to other users. We use it to automate our batch processing for over 40 credit unions that we support. When I say support, that means we do their core processing, their batch processing.

In terms of deployment of upgrades and maintenance of the solution, it's normally just one or two of my team members, or myself, working with SMA's support. They come in and we work with them and we get the upgrade completed and then we go live.

We use it for automating business processes.

We're currently running 900 daily jobs in the system and OpCon allows us to do more because we don't have the human resources to run that many jobs. Now, with a system that can automate things, we are able to add a lot more volume to our day and to increase our job count. It allows our business to process a lot quicker. We can process more in real-time instead of waiting until the next day. It has enabled us to move from traditional batch processing to more real-time processing with a lot of our processes.

We've automated close to 250 tasks. In our IT space, we've automated 100 percent of the jobs that were running manually. We have also automated some tasks in our accounting and our item processing department. The automation on the accounting side drastically changed their jobs. I know because I was involved in working with their teams. And on the item processing team, close to 75 percent of the manual tasks around the core system have been automated.

OpCon has also reduced our data processing times because of the way you can build out workflows. It can run things in sequence. It's not restricted to a linear process, so you can run multiple jobs at once, allowing for multi-threaded jobs. As a result, we have been able to cut our nightly processing job from three hours to two hours.

The most valuable feature is its integration with our core system. There is a very limited number of vendors that integrate with our core system. OpCon allowed us to reassign three part-time people who were running jobs manually. OpCon is running those jobs automatically and those people now work in general IT support, instead of running manual jobs all day. Those people were very receptive to the changes because it was a lot of tedious and error-prone work and they were pretty happy to get it off their plates.

OpCon is also fairly easy to use, as long as you have some kind of process background for understanding workflow. If you understand workflows at a very basic level, you can use OpCon.

The biggest area where there is room for improvement would be integration with their code. They've got a function for embedded scripts and it would be nice if that worked with a code or versioning management system, like GitLab.

Overall, we haven't run into too many roadblocks where we tried doing something and we couldn't do it.

We've been using OpCon for four years.

We only have it running in a single instance, but they do support a failover cluster. It is supported to run in a high-availability mode. I wouldn't see any problems with the application's stability. We've never had issues. We run it on a virtual machine.

It scales easily. The only thing you have to be mindful of is licensing, because you pay per task. Other than that, it has handled as many jobs as we've thrown at it. We tried a few thousand in one day. It scales nicely.

It handles all of our critical-to-business processes. It handles all our ACH, our check-processing, our nightly processing, and various other daily tasks. We'd be in rough shape if we didn't have OpCon running.

Our plan is to always increased usage. We have a "continuous improvement" mindset here. If we can implement something in OpCon, we do.

SMA's technical support is excellent. They've always helped us out.

We did not have a previous automation tool. The reason we went with OpCon is that it has an integration with our core system.

The vendor handled most of the setup but it's more complex than other systems. We had some issues with setting up our service users with the domain. There is still some complexity with that — with which users have to run which jobs on which servers — because of permission models. That was the only thing that really was complex about the install. Actually installing the application is very straightforward, but the permissions model behind the service accounts is complex.

The complexity is because they allow you to do things in so many different ways. They didn't want to make an out-of-the-box setting for how you do things. Some of it is left up to the user to figure out the best way to handle things. In our case, we decided to use an Active Directory domain user and it was a little more complicated to do that because of security issues.

The installation itself, to where there was a usable product, took about two hours with their support team. Our experience with them during the initial deployment was very good.

After the initial deployment, it took about 10 minutes to automate our first process.

As for our deployment plan, we had all our manual jobs in a checklist and we ranked them all with a complexity rating. While the OpCon support was on site for our implementation and we had their attention, we worked through the more complex issues. After they left, we picked up the low-hanging fruit.

We have absolutely seen ROI. I don't have any way to measure it, but it's probably the most critical system to our organization, after Active Directory and email.

Yearly, we're paying about $62,000. OpCon has an all-inclusive feature and module license, but you pay per task. We have a 500 daily task count. Recurring tasks only count once. There are only additional costs if you want consulting hours for working on new projects. I think that cost is $250 per hour, a pretty standard consulting rate.

We evaluated one other solution, but I don't recall its name.

My advice would be to definitely involve the business units early in the process and get them all onboard, because you don't want to buy a tool that the business isn't ready for. They should be involved in process mapping.

The biggest lesson I've learned from using OpCon is not really about the tool itself, but more from going through the process and mapping with other departments. There's a lot of room or potential for OpCon, because the users in your company are definitely doing more manual processing than you could ever imagine. It made us realize how much manual work we are doing. It put eyes on that. We became hyper-aware of everything going on and would say, "Oh yeah, let's put that and that in OpCon". That went on nonstop for two years.

It's ongoing. We're still definitely growing the tool. There's always new stuff. Some teams were a little apprehensive at first and now they're more interested in it. When you talk about automation, it's always about someone's fear of being replaced by a machine. That wasn't the case with the core team for the critical pieces. All of those teams were willing to move their stuff because of availability and the criticality of what they were doing. They realized that automating it was a good move.

In our company, OpCon is primarily run by the IT department. The only other team that interfaces with the tool is accounting, and they use the Self Service feature. We have 12 users using OpCon on a regular basis. There are two people in IT who maintain it.

We manage all the tasks run on the IBM.

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.

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.

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.

I have been using this solution since December 2016.

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.

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.

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

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. 

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.

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.

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.

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.

The decision was made before I moved into this department.

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).

We use OpCon for scheduling batch jobs on the Unisys mainframe. It controls all of the batch work. Therefore, if we want to rerun a job or add a new job in, It is used for controlling this Unisys batch work.

It allows batch work to run as smoothly and efficiently as possible.

If we are talking about a one-off job, it takes roughly five minutes to set that up, which is very quick.

Results are pretty much instantaneous. It depends what frequency you put on the job. It could be a job that will not run for another couple of hours. But, if you set up a job and want it to run straightaway, it will do it straightaway.

OpCon has streamlined operations. 

Going back 20 odd years ago, everything used to be controlled manually before. Now, it's just a flow of jobs. You kick one off, then there are just dependencies, one after the other. These jobs just follow those dependencies and do it all automatically, instead of somebody having to sit there and do it manually.

From when it was first deployed, the solution freed up around 100 or so employees to do more meaningful work as a result of the automation.

It reduced data processing times when it was first deployed. Back then, it probably saved a good six or seven hours on a daily basis. The amount time has shrunk since then, but that is not due to OpCon. It is more due to reduced processing times on the Unisys mainframe.

It is very simple and easy to use, but that might be because I've been using it for a long time.

The things that we use most often are:

• NIST view
• Job Master
• The quick search option.

The way to view a schedule is called perch view, and that's not always the greatest. It can be quite slow.

Any issues we did have with earlier releases have since been addressed in later releases.

We are looking at something called Solution Manager which comes with it, because we don't use that currently. This shows more performance and is an easier way to access them. You can also set trends and do more analyzing.

I have been using it for 12 to 13 years.

The company has probably had it for about 20 years.

The stability is very good. We don't ever seem to have any issues or major problems with OpCon. It's always been quite good.

We have currently been looking to upgrade to version 19. So, we are testing that.

The scalability is quite good. The amount that we have on it doesn't ever cause any issues. I am not too sure how much more it could cope with, but I imagine it's a lot more.

We have approximately 50 scheduled jobs running various different processes. It varies between 20 and 100. Because it's a big organization, these automated process are not a massive part of the organization: Approximately 15 to 20 percent. I don't see this figure going up since a lot of stuff tends to be moving into cloud-based stuff.

Our use of OpCon needs improvement because I don't think we use it to its full capabilities.

There is a team of us who do the maintenance. There are mainly three people on the team with another hundred other people using it for view only purposes, such as viewing data results and what times certain jobs finish. They don't have access to make any amendments.

The technical support is very good. I think we have a designated person who we contact if we ever have any sort of issues, etc. Their response time is fairly quick (within 24 hours).

The initial setup is pretty straightforward. They give you some good user guides and information on how to do it.

If we are upgrading, it probably takes about two to three hours. We start the automation process within this two to three hour time slot. It is pretty quick.

When deploying a new version, we have to do a lot of testing. We have DR boxes which we do our testing on first. That's what we're currently doing it at the moment. Then, we have to run it through our change management to make sure all of the various other areas in the department are happy.

SMA is pretty helpful, if we do ever have any questions. They are pretty quick to respond.

For upgrades, three or four are required. There are three of us on our side involved in upgrading it. Then, there is one person from SMA to help, if need be.

Compared to other solutions that we have in the organization, OpCon is a lot quicker to deploy. For example, Control-M takes almost double the time to deploy.

We use OpCon for Unisys and Control M for more server-based jobs.

it's definitely an application worth considering and looking into. It is a pretty good tool. I don't really have too many issues with it.

My biggest lesson since using it has been to learn how to upgrade it. This is part of the process, as I've gone from the scheduling side of it, where no one else scheduled jobs to the next step of learning how to upgrade it.

I would rate it an eight (out of 10). The product is always available and easy to use. I like the overall general feel and view of it.

We are using it for automating our core processing system.

Probably 65 to 70 percent of our operations have been automated by OpCon.

It currently runs all of our primary operations throughout the day, as far as we schedule everything through it. Our plan is to continue to automate the remainder of our processes, which are not automated, so we can get as much automated as possible.

The solution has streamlined operations. A good example is our ACH processing. We used to have somebody come in early in the morning to do all of our ACH processing (our incoming items processing). They had to be here early and run all the jobs manually. They did all the processing by hand. Now, it runs automatically at three in the morning. When they come in, all the work's done. They come in later and don't have as much work. It's reduced our workload drastically.

The solution has freed up employees to do more meaningful work as a result of automation. They don't have to sit there and wait for files to download. They don't have to stare at the screen while a process is running. It all runs in the background, doing it for them. When it's ready and prompts them, they know that they're ready to go on with the next part of their job which requires them to do something. A lot of employees love OpCon because it was a very mundane, cumbersome task to sit there and download files, waiting while it was processing. It was not exactly fun and exciting.

It's not so much that we have freed up an employee or gotten rid of an employee. It's just that they have more time to take on more duties. We haven't really had to add employees.

The overall ability to automate all our processing is the most valuable feature so we don't have one scheduler doing this, while another scheduler is doing that, and somebody doing this manually. We are able to automate our processing completely.

About a year and a half.

It's rock solid. We've never had any issues with it.

There are four of us who do the deployment and maintenance of the system, but that is not full-time. We work on all the systems.

We are planning on upgrading to version 19 in January.

We've yet to exceed its scalability. OpCon would appear to be able to handle a lot more than what we're doing. We are continuously finding new ways to utilize it.

We have four people in the IT department who are the primary management users of OpCon. However, we also utilize the Self Service portion of it, and the majority of the organization has access to that. There are 20 to 25 users of the Self Service, which allows them to execute jobs without being in the scheduling software. It's actually a web based portal where they can go, and there is a button there they can press to execute whatever job they're trying to execute.

We have had really good results from the technical support. Every time we needed anything, they have been right there. They usually have a really good answer or solution to the problem.

We find it very simple and easy to use. We had a previous product that was a scheduler which was overly complex and extremely difficult to use. We're very pleased with this one.

When we changed our core systems, the new core system supported OpCon. It didn't support our older product. As part of our conversion, we changed over to the OpCon product. This was one of the better things that we did.

One of the things which has really helped us is the time it takes us to build jobs and automate things. For example, if we decide we are going to go out and do a new process tomorrow, our previous system would take a week to 10 days, then require assistance from a third-party support company to get it to work. With this solution, we can do it in a matter of minutes without additional support.

I am coming off of a system that was so cumbersome to use that we couldn't even get it to do basic things without having to involve support all the time. Whereas, we've had to involve support very little with OpCon.

OpCon overcomes limitations of our previous automation tool. Our previous tool didn't work well with anything other than the particular core system that we have. For example, it didn't work well with Microsoft Servers, moving files around, and doing things like file transfers. Whereas, this system does that very well.

The initial setup was fairly complex, but we had great support from OpCon. They came onsite and helped us set everything up. From that aspect, it was very easy because we had them here helping us and working through all the issues. Once we went live with it, they were available again to help us make sure everything was working okay, and that moving forward, everything stayed working.

The deployment of OpCon took about three to four weeks. This deployment was tremendously faster than our previous automation tool, which took almost a year to get in place completely. Even then, we still struggled with issues (with our previous solution).

We did the deployment of the solution at the same time that we were setting up processes and automating it. We went live with OpCon about two months after we'd finished the implementation.

We were in the process of converting, not just our scheduler, but all of our core systems at the same time. So, we were doing everything at once. Our plan and schedule was to get it to work as fast as possible, then move onto the next thing that we had to get working.

It was internal on our part, but staff from SMA came out to help us set it up. They were actually onsite. We sent a person back to their facility for training. Then, after that training was complete, they then came back and helped us complete the onsite part of the installation and configuration.

It has reduced our processing times.

The total cost of ownership is about the same to our previous product. The costs are relatively similar.

The purchasing price was in the $30,000 or $40,000 range, but I don't remember how much of that was licensing or installation and how it was broken out.

We looked at a couple of different solutions. We looked at keeping the product that we had. We look at OpCon. We looked at another solution, but weren't impressed with it at all. It came down to OpCon or trying to figure out if we could interface our existing product with the current system that we had. We determined that wasn't going to be feasible, so we decided to change over to OpCon completely.

One of the problems that we ran into with our existing system, and why we were looking, was the overall technical support. It was very poor. It was a foreign product from Germany, and their technical support was not particularly strong.

Make sure that it fits well with your environment. Understand that it's not simply a single product automation tool. It can automate everything.

We were not utilizing automation as fully as we could. Once we got on the OpCon product, it really made a huge difference in that.

Because there is always room for improvement, I would give it a nine (out of 10).

We own the solution ourselves on-prem, but our core system is cloud-hosted.

It runs all types of jobs to make changes to our database. From our end, we primarily use it to pull and push information to our cloud-hosted system: moving files around, making changes to files, and those types of things.

People use the tool in every job role that we have. Our organization is a financial institution, so we have people in lending, people in member services, people in operations, risk, and marketing. 

Previously, we would receive a file from a vendor, then we would have to go through and make changes to individual accounts in our core system. There are probably between 10 to 20 accounts any given week. It probably took around five minutes for it to run through the report and make all the changes, and that was if there was nothing complicated with all very straightforward changes. Now, that is done in 30 seconds.

We receive a report once a month of bad email addresses. Someone would have to go through and search each one of those individually, and there was a time when there was 300 email addresses on that list as we were working through putting in tens of thousands of email addresses in our system. As we're working through those on marketing campaigns and getting bounce backs, we've been gradually removing them. That used to take an extremely long time for someone from marketing to go through, search each individual email address, and remove them from all instances and places where it resided in our system, where there could be 10 to 20 on any given account. Since implementing that process, it takes five minutes. Now, it does it all automatically. It looks at every possible location and removes it in all areas. We've been able to clear out that list and completely remove it from the vendor system, so we aren't getting charged for the bounce back.

This solution has freed up our employees to do more meaningful work. Some portion of everyone's job has been automated, and that's probably by two to three hours a week. So, that is 120 employees times two to three hours a week.

The change has all been positive. Employees don't have to do the simple busy work anymore. They are able to spend more time doing the stuff that impacts our members in a positive way.

IT is probably the biggest area of our organization that has seen incredible improvement, since we were the ones doing a lot of the batch jobs and running a lot of the group jobs that would impact multiple accounts. However, every department has had reports automated.

The most valuable feature and reason that we bought the solution is because of the RSJ connector, which we use to make changes to our database. 

After attending the pretraining as well as the advanced training that they offer, I would say that the product is very easy to use. What can get complicated is if you're doing anything more than just the built-in jobs. If you're using the more advanced features, troubleshooting becomes extremely complicated.

We converted in 2016, so we have been using it for about three years.

We have had it go down one time, which was not related to the system itself. The server went down, which was an issue on our end. That is not OpCon's fault. Now, the only issue with this, which is OpCon related, was that it didn't send any errors except for one alert, one time. Then, because the server was down, it was unable to send us anything ongoing.

If there was some way that we could set up monitoring on a separate server that would look for specifically OpCon related tasks, then that would be more helpful. But, as for the stability of the system, we have never had it go down that was its own fault.

We have automated hundreds of processes, if not thousands, since deploying this solution. We have 120 employees who are impacted by its use. They use the reports that it runs on a daily basis. 

In the terms of people administering it, I am the primary person responsible for setting up new jobs, making sure it's running, doing updates, etc. We also have five other people who may login to do basic troubleshooting on it. I am a systems developer, so I handle the development of OpCon as well as a couple of other systems. As for the other people who can login, we have four people on help desk along with our director of security.

We have not had to scale OpCon beyond the initial setup. We have the controlling server and two others that it is connected to setup. We previously had three, but we moved that third to a cloud-hosted solution. It doesn't matter how many people we have or how big our core system is, we don't need to scale it for that. 

We had some previously automated processes. In the sense, they had to be scheduled manually, but once scheduled, they would run through a list of things. So, that part was already partially automated. At this point, we probably still have 20 percent of our manual processes that cannot be automated because they require someone to go in and physically look at the information. We have maybe five to 10 percent left that can be automated or can be partially automated that haven't yet been.

If we wanted to move it to more servers, e.g. have multiple data centers, then I think it would scale excellently. However, we haven't had to deal with that yet.

The technical support is always excellent. Having a network which can help you troubleshoot and build the best possible system is probably the most valuable thing that I have learned:

• The value of a network of people working in the same system. E.g., being able to reach out to the support that they have as well as other credit unions, who use the same system.
• Being able to troubleshoot and discuss different ways to accomplish the same thing. E.g., the different options that they have for moving things around and running things in a different way with all of the different tools that they have to assist you. 
  

We used Windows Scheduler before to automate some general file movements and stuff, but we couldn't do anything within our core system with it.

We switched our core system. Originally, we were using a system provided by Pfizer. We switched to a system provided by Jack Henry & Associates, and they were not compatible with Windows Scheduler. So, we were doing everything manually for a while, until we adopted OpCon. This solution overcomes limitations from our previous automation tool.

The initial setup was straightforward. We set up the original server as well as the ones that we would need it connected to. The basic system has been in place since the initial setup.

We had folks onsite for two weeks, but we have been continuing to automate more new, existing processes over the last three years. So, we had the bulk of our official setup done within three months.

After deploying the solution, it took us 10 minutes to automate our first process. After we got it setup, creating a job is very simple.

In general, getting up and running is extremely easy. Once you get the basics installed, creating and running jobs is very easy. However, when you get into the more complicated, advanced features, then it becomes much more complicated.

We had someone from the SMA team come onsite to help us set up the server. We installed and connected it to the appropriate additional environments. Once we did that, it was completely straightforward. It did help that we had someone come onsite to help us set up some of our more complicated jobs while we were still very new with the system.

Our experience with the SMA team was excellent.

We have seen ROI. We are becoming an automation forward organization instead of just a financial institution that does everything manually. We have been able to move so much reporting from paper. We are digital because of OpCon.

We don't have people manually doing processing anymore. The fact that I can do five minutes to three hours of work in 30 seconds is a significant improvement.

OpCon was the only one that did exactly what we wanted. We needed something that integrated with Jack Henry's Symitar Episys solution. We wanted something that would be easy to set up and maintain, which offered a lot of training.

The biggest difference between OpCon and Windows Scheduler is that Windows Scheduler does not work with our core system. It didn't really work with the old one or the new one. Originally, we were only using it to move files around, so we could have continued to use it in that sense. But, when moving to a new system, we wanted to have something that would interact directly with that system.

OpCon offers a lot more complicated criteria when scheduling the types of jobs that you can run. OpCon is a complete automation solution, where Windows Scheduler is just a scheduler.

Pick the right team and send them to training. So, pick people who are going to invest in and use the system on a daily basis. They should also be curious and creative. Then, send all of them to training, both the free and advanced training. They also offer a certification now, which is also extremely useful.

I would rate the solution as a 10 out of 10.

We primarily use OpCon to manage daily activities, generate reports, and handle FTP jobs for our full-service credit union.

OpCon improves our daily operations by automating many manual functions. OpCon's ability to run jobs in our host system allows us to create simple, effective automation that requires minimal employee interaction - thus helping improve our efficiency and reducing errors. We also use it for many other systems and also to trigger various scripts such as PowerShell and Python.

The automation of manual tasks using OpCon has reduced human error. In any place that we implement OpCon Automation, it removes the ability for inputting something incorrectly, and/or it will throw out an error. If we are asking for input, if they put it in incorrectly, it doesn't then attempt to run the process. It stops and says, "You did this wrong." We have that ability to kind of put those parameters in there as opposed to entering something incorrectly and then not finding out about it until the next day like, "Oh shoot, we updated a parameter and we missed a zero." OpCon definitely gives us a better feel for that. We have on my self-service alone probably 40 jobs in here. Then in our daily list running, we have over a hundred schedules running different things on a day-to-day basis. So I don't know how I can quantify how much it's reduced but it's over 50%.

OpCon has saved time for our IT team overall. In just over the years that we've done it, we keep adding new things to it. As an example, we're getting better at writing scripts that we can then execute with OpCon to alert us to various things that might be happening either in a host system or something like that. Thereby that then reduces research time to try to figure out when something went wrong. You can get a little bit deeper into it if you start using the advanced failure criteria where you can then have it so that you can say, "Hey, if you see this exit code, do this." Doing a little job output parsing, finding some different ways to push out notifications that let us know that something's gone wrong well in advance of a department coming back to us and saying, "Hey, this report didn't print the way we wanted." Or, "This process seems to be off." It definitely reduces the time that we spend looking into these projects or into these problems.

With IT time freed up, our organization has been able to move forward with other business needs. The company is learning that the ability to automate some of these things is freeing up time. Even if we're doing short-term stuff, for example with the PPP loans, the loans that financial institutions were giving out to businesses during the pandemic to help out. There's a ton of work and paperwork that goes along with that. I've been working with them to help them build some automation so that to flag loans on particular loans for particular reasons, or to pull data to send to our main house, to send out letters. That's a small example of what we're working on there.

OpCon increased our organization's overall productivity. It's hard to quantify it from my position in a company of 758 people. I don't have the statistics for all the other departments.

Last year, we added a second environment and the OpCon Deploy product. This has allowed us to build a testing environment. This has been a great addition for us as we can work through our workflows without disrupting our production environment. 

Our users use the self-service features. We have a number of them set up and their self-services are actually called Solution Manager. My accounting group uses it and my payments group probably uses it the heaviest. A lot of times we use it for daily postings, either GL postings or we have various different payroll postings that the payments group has to process based on some accounting groups that we work with and things like that, that have to be done a little bit separately than the regular payroll postings that we do. That's just the tip of the iceberg, I do have it set up for a few other groups just to do things like upload or actually transfer files via FTP to other vendors. It's a one-step process where they've created a file and that file needs to be consumed in some way, either via our host system or sent out to a vendor.

The self-service feature reduces the complexity of the technical aspects of workload automation. We've been using OpCon since 2012. Being able to give somebody a self-service button that they can press to consume a file to run a process within our host system was a huge advantage. Before, somebody had to go into the host system, run a particular batch job, manually type some things in that could also then be typed in incorrectly and create problems. It's taken a lot of steps away from what used to be a very manual process. People in other departments are not always technically minded like we are in IT, it helps them to focus on what their job is as opposed to having to do their job and then understand how to run this whole major IT process.

The self-service feature definitely increased our user's productivity. I can remember when we had an eight-page checklist that we had to go down each item and run each of these, "Step one, do this. Step two, do that." And when we brought OpCon and that clearly reduced all of that daily having to go through a checklist. We actually had one person in IT, and their job for the day was to run the checklist. Once we went to OpCon automation, whether self-service or just fully automating some things, it reduced that checklist to basically nothing at this point.

Upgrading to newer versions remains complex. I am not sure if this can be streamlined however, as when the enterprise needs to be updated, typically, all associated agents throughout the environment also need to be updated. Also, all agents, connectors, etc. all need to be on the same version for compatibility. Good documentation of your environment as it grows is very important.

We've been using OpCon since 2012.

OpCon is a very stable enterprise. We have had very few downtime issues.

Due to the fact that OpCon works with Windows and UNIX commands, it can be expanded into many areas along with embedding PowerShell scripts, etc. We continue to find new ways to utilize OpCon.

I have worked closely with many technicians at SMA and all have been excellent and committed to finding solutions that work.

OpCon is an expensive and complex solution that will take time to learn. However, once it is in place, it removes many manual processes throughout the organization. It would be best to start small with the some of the main functions first and then build up from there.  

We do not currently use OpCon's Vision features. Mainly because I've been doing it for so long and I learned through the older enterprise manager, that's where I spend most of my time. I do know that SMA has made a point of really moving the operational side of OpCon to their URL and more into the Solution Manager, which would then force us to really start using the Vision more.

It's like any other enterprise system, as they grow and we move things more to a more visual GUI type interface, then you kind of have to just grow with however the vendor grows. I'm looking at Vision like, "Do I really look at this? No." I don't even know if this is connected. We're not really set up for Vision yet so it's probably a while. It's down the road before we start using this.