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

What is our primary use case?

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

How has it helped my organization?

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

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

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

What is most valuable?

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

What needs improvement?

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

Buyer's Guide
OpCon
February 2025
Learn what your peers think about OpCon. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
837,501 professionals have used our research since 2012.

For how long have I used the solution?

We've been using OpCon for two years.

What do I think about the stability of the solution?

Overall the stability has been great.

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

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

How are customer service and support?

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

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

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

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

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

How was the initial setup?

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

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

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

What about the implementation team?

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

What was our ROI?

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

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

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

Which other solutions did I evaluate?

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

What other advice do I have?

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

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

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

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

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

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

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
reviewer1246431 - PeerSpot reviewer
Manager at a financial services firm with 1,001-5,000 employees
Real User
Enabled us to significantly reduce manual touches in our system, but testing automations is difficult
Pros and Cons
  • "The core system is the most valuable part: being able to view the processes that we've never really been able to view as a whole before. That is super-helpful, as is being alerted when issues arise."
  • "The process of getting automations done and the process of testing them is a little complicated."

What is our primary use case?

We're using it to automate our nightly processing work, such as transfers and the actual integrations into our core banking system. We do a lot of file transfers and complicated job processing. We have a lot of processes that have two jobs that have to run before other jobs can run, and based on the output of one job it may need to do one thing or another. OpCon allows us to build complicated workflows that handle all of that.

It performs flawlessly. We were able to go live the first night with zero problems.

How has it helped my organization?

We're able to complete our nightly processing about 10 percent faster. We've also been able to eliminate manual touches on our systems and we're down to five actual touches to make nightly processing go. The ideal is for us to become a "lights-out" organization at nighttime. We're really close to that. Before OpCon, there was a team of five that was doing nightly processing, almost through the night. It's always difficult when you're changing people's processes and you're changing their work, but they've been able to handle the differences in their jobs. Overall, the reception has been positive.

We've automated hundreds of processes since deploying OpCon. We're up to 78 percent automation of nightly processing. Being able to automate the nightly processing is super-useful. It has been streamlined through the process of automation, which is great. The nightly processing is easier.

For daily processing, we haven't seen results yet when it comes to freeing up employees to do more meaningful work, but eventually we will. It's just a matter of getting through the process. Once we get this down we'll be able to free up more people to do more work in different places.

OpCon has also reduced daily processing times; not as much as I would have expected, but that's because we haven't really optimized anything.

What is most valuable?

The core system is the most valuable part: being able to view the processes that we've never really been able to view as a whole before. That is super-helpful, as is being alerted when issues arise.

For example, we've had problems with a vendor that has not been providing files in a timely fashion. OpCon actually alerts our teams that this file has not arrived yet and that allows us to get on the phone with the vendor, make sure we get the file, and get all of that working so that we have accurate records to start with the next morning.

We use SMA as a managed-service provider to actually build automated processes. It makes it easy for us to build work orders for them to execute. That is useful.

What needs improvement?

The process of getting automations done and the process of testing them is a little complicated. Anything with daily processing and nightly processing, which is something that's very critical for our organization, is always going to be tough. The testing of it can be really difficult.

The navigation could use some work to be able to get to the flow charts. Coming from the high level, all I want to see are the flow charts and where we are at with the workflow. Whenever I go in there, I have to remember how to do it again. It's not intuitive, at least for me.

Also, we could not use the FTP agent it has. Their protocol and that piece has been difficult to work with. It has definitely been a little bit weird. They did figure out a way to get to ServiceNow, but having some plug-and-play integrations to different ticketing systems would be good. They've been responsive. They did put together that ServiceNow integration, but they had to build it.

For how long have I used the solution?

We started the OpCon project in January and it went live about five months ago in June.

What do I think about the stability of the solution?

OpCon has been incredibly stable. We haven't had any issues with the core OpCon system. It has not died.

What do I think about the scalability of the solution?

We haven't dealt with scalability yet, but I think it would scale relatively well, beyond what we have.

We're continuing our automation process. Any sort of data processing will go through this system. Once we're done with that, then we get to look at anything else that could work with it. That's our plan.

How are customer service and technical support?

Tech support is amazingly responsive. We've had multiple times where they've responded within 20 minutes when we've had an issue with a workflow at night. I've been happy with that.

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

I've used many automation tools in my career and the time to implement OpCon, compared to some of those other tools, is about the same. This is a specialized job-automation tool, instead of a generic automation tool. The way it works is a little bit more job-like than some of the other automation tools. That's really the difference between OpCon and a full-blown orchestrator-type of tool, like Automation Anywhere. It's important to keep those separate and use OpCon for what it's good for and other tools when you need things to be a little bit more diverse.

Other job-automation tools are not specific to credit unions and financials. There are some hooks that OpCon has that other tools don't, which is why credit unions go to them.

Tidal Workload Automation sits in between OpCon and full orchestrator tools. It's not as fully functional as some of those big automation toolsets, but it does some things very well.

The total cost of ownership of OpCon is quite comparable to other automation tools I've used. For a financial institution, in particular, OpCon makes a lot of sense. We're replacing another tool, Automic, that would have been comparable. There are certain things you can't do in Automic, or it's costly to do.

How was the initial setup?

The initial setup is complex. The first pieces of it, while they weren't really easy, went off well. When we got into the FTP processing, it got a little bit more bumpy. The deployment, overall, was an iterative process. We started in January and went live with the first step in June.

It was pretty easy to put our first processes together. It was just a matter of making sure they were fully tested and that we had the right test environment to make it work.

We have about five people who are working on it right now, since our deployment is ongoing.

I would like to have seen a little bit more of a plan at the beginning. SMA should have been guiding us through the process of automating these things in the most efficient way possible.

What was our ROI?

It's going to reduce the time that data processing takes, certainly. We're also going to see a quality improvement, meaning fewer human errors. I expect we'll see a meaningful difference in another year or so.

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

It's not cheap. It's a licensing system. It costs money to put it in and it's a subscription-based system. The managed service costs money on top.

Which other solutions did I evaluate?

We looked into a tool called Jantz, which is a competitor. They're great as well. But this made the most sense financially, considering our size.

What other advice do I have?

The biggest lesson I've learned from using it is plan really well. Line up your resources and don't be afraid to do a big cut-over to it. It's a stable system. But definitely be cognizant of the fact that there are agents involved, and whenever you have agents involved you need to make sure that the agents continue to be stable.

Consider how well you understand the processes that you're looking to automate. This is going to work the best if you have more traditional types of automations that you need to do, like batches. Make sure that you've already detailed what those processes do, because the more detail you have, the quicker you can actually get to automating the work. And make sure you have complete buy-in by everybody in the organization.

When people are working with the SMA product teams it's really important for both sides to be really clear on what the testing scenarios are like. You need to make sure you're really good at writing your work orders in an accurate fashion and recognize that, as a credit union, or any sort of enterprise, you've got things that you need to do as well to make it work. Any time you deal with agents that are sitting on multiple systems it's going to be problematic because you're always going to have agents that fall apart or something happens to them. Keeping on top of that type of thing is important in order to be successful.

It's not easy to do. I've never seen these types of things be easy. You need to put a lot of effort into it. It requires working a lot with the teams who have some of these processes, who need these types of files, to make sure that everything you automate works and that the output works for them. It definitely isn't simple to implement.

In our organization, there are about 200 people who specifically work with these types of things.

I would rate OpCon at seven out of 10. It's taken a little bit longer than we thought to get it done, but the team on their side has been great.

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Buyer's Guide
OpCon
February 2025
Learn what your peers think about OpCon. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
837,501 professionals have used our research since 2012.
JeffSmith12 - PeerSpot reviewer
IT Manager at American Pioneer Federal Credit Union
Real User
Top 10
A powerful product that helps reduce human error with great technical support available
Pros and Cons
  • "Often times there are criteria that cannot be determined by the system, which allows a human to make the determination and use the Self-Service Solution Manager to trigger a job."
  • "The products are extremely powerful and capable. Anytime you have such capability, the programming/configuration that goes into making it work can be complicated."

What is our primary use case?

The primary use case for us is automation. This platform has the ability to automate tasks between different operating systems (AIX, Linux, Windows, Apple). We use the products to automate tasks that interact with the Federal Reserve Bank, downloading files to be processed into our core banking solution, which is in an AIX-based environment. 

The system will also move human-readable report files to a Windows-based server, for reporting and historical-based purposes. The Self-Service Solution Manager allows users to initiate a task after other criteria are met even when that criteria cannot be determined by the automation system. 

How has it helped my organization?

Creating automation enables users to put their time and effort into areas more important than mundane tasks. In addition, automation reduces errors, by removing human mistakes. Automation tasks can be scheduled around the clock, so tasks can be set to run in the middle of the night (when system resources are more available or will less likely cause an impact to users). 

Errors can be reported in a variety of ways. We can set errors to be reported via text message (SMS) if the error is critically urgent or via email for errors less critical and time-sensitive. 

What is most valuable?

Self-Service Solution Manager enables automation to be triggered by a human, but still provides the benefits of reducing the workload of the user, and reducing the possibility of human error. 

Often times there are criteria that cannot be determined by the system, which allows a human to make the determination and use the Self-Service Solution Manager to trigger a job. 

This also helps restrict the permissions of the users that have Self-Service Solution Manager access to only areas or systems that they need. 

What needs improvement?

The products are extremely powerful and capable. Anytime you have such capability, the programming/configuration that goes into making it work can be complicated. 

Fortunately, the professionals at SMA Technologies are always willing to help. The technicians at SMA Technologies are available via telephone call or email for issues. Their response time is always in line with the critical nature of the issue. If I have a big project that needs dedicated support, I can request one of their consultants to provide assistance. 

For how long have I used the solution?

I've been with my company since September 2015 and have been using the OpCon automation solution that whole time. 

What do I think about the stability of the solution?

We've never had an issue with the stability of the platform. For example the platform/server itself has never been the point of failure. The only issues we've experienced is when the in-house human created configurations were done with errors. Even when errors are identified, the system produces an error output that helps determine the point of failure, so it can be resolved. 

What do I think about the scalability of the solution?

The server is based on a SQL database, so it has tremendous capabilities and the system can be scaled up by adding additional resources to the single server, or by setting up multiple servers to operate in unison. 

How are customer service and technical support?

Technical support is the best! They always prioritize the urgency of our issue, with the impact it has to our production environment. Their top priority is not allow our production environment be be offline. 

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

When I came to the company, they were already using OpCon. I had used this solution in a previous job, so I was thrilled to see it being used. In my opinion, there's nothing better. 

How was the initial setup?

The initial setup was complex, however, the SMA Technologies consultants are there the whole time, guiding the process, and making sure you'll have success. 

What about the implementation team?

We worked directly with SMA Technologies. 

What was our ROI?

We've saved thousands of man-hours with automation and reduced errors significantly. It's been money well spent.

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

This tool, like any other quality product, fits the idea of "You get what you pay for." The SMA Technologies consultants will help you get your money's worth of the products. 

Which other solutions did I evaluate?

We did not evaluate other options.

What other advice do I have?

SMA Technologies provides great products with extraordinarily great service. 

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1608969 - PeerSpot reviewer
System Analyst at a financial services firm with 51-200 employees
Real User
Enables users to check the results, review, work any exceptions, and then continue the process just by clicking a button
Pros and Cons
  • "The biggest example in which OpCon has improved my organization is that we have to download and process files from the federal reserve several times a day. If we don't do it in a certain timeframe, we can be penalized. It's the fact that we can download these files, process them, get our accounting teams the information they need to work the exceptions that is one of the most important roles."
  • "The initial setup is very complex, but that's not necessarily something that needs to be improved. I'm told that in the next version they're improving the upgrade process. So that's in the works already."

What is our primary use case?

We host OpCon on a virtual server onsite. We do not replicate to a backup database. There are some other redundancies built-in, but we just have a single production server.

Working at a credit union, it does all of our back-office processing. We have a smallish IT staff and we wanted to relieve the IT staff from having to do the daily manual processes that were in place at the time.

OpCon handles all of our automated loads, uploads, and integration with our core financial application. We have expanded it to use their self-service options so that users may generate reports on the fly, or they might have manual steps along the way in their process. It allows them to check the results, review, work any exceptions and then continue the process just by clicking a button. They really like that part. It also has given us the opportunity to allow users that don't have access to the core to generate reports from the core and have it usually placed in a network share for them or emailed to them.

How has it helped my organization?

The biggest example in which OpCon has improved my organization is that we have to download and process files from the federal reserve several times a day. If we don't do it in a certain timeframe, we can be penalized. It's the fact that we can download these files, process them, get our accounting teams the information they need to work the exceptions that is one of the most important roles.

It's also nightly processing. When we do our overnight processing, if there is a delay to a job, we can set up alerts to let us know that a particular job is running longer and the person on-call can log in, take a look at it, and see if everything is progressing normally or if there's a problem before it becomes a big issue the next day.

Having the ability to monitor the process along the way with checks on a job when it's too long, it didn't finish on time, or a dependency is missing has been very helpful.

OpCon saves our IT time. We eliminated our backroom processing, which would be all of the IT-related functions. So most definitely it saves IT time. Conservatively, it has saved two and a half hours daily just because of some of the things that we were doing for other departments and now the other departments can do that themselves. 

Since we implemented it in 2016, a lot of other tasks have been incorporated into it. So if those other areas would have wanted us to do those tasks, it would have added to our burden. If we have free time, they're going to find a way to fill it. It does free our time to do other things, to concentrate on things that require brain power rather than just entry.

Our overall productivity has also increased.

What is most valuable?

At its core, OpCon is a scheduler, but it can do so much more than that. The fact that it integrates with the core was the primary motivator in choosing this product. I was recruited for the position I'm at because of my experience with OpCon and my current company wanted to implement it.

Its flexibility would be the greatest benefit to it. You can really come up with some creative scheduling solutions. You're only limited by your imagination with some of the stuff. There are some limitations to it, of course, but I would say the biggest plus is the flexibility that it offers and its integration to the core. 

We use the self-service feature. We use it in our IT department, our mortgage department uses it, and our accounting department uses it. We're slowly introducing the features to other areas. As more users see it, I'm hoping more users will embrace it so that we can expand it even further.

Our mortgage servicing users use it to run their daily processes. We have an integration with FICS, which is the product we use for our mortgage servicing. So they're able to utilize it to generate reports and do their daily postings.

Our accounting department uses it for ACH and even to set the prompts to close the general monthly general ledger. Our lending department also uses it for some of their jobs to process uploads that go to other vendors.

It's very helpful for reducing the complexity of the technical aspects of workload automation. It can be used as a simple checklist where you click the button. There are some things about it that might be improved upon as far as adding some features. That would be some nice things. SMA has always been very responsive to those types of input.

The self-service feature increases users' productivity because some of the tasks that they still have to do manually are automated, but those manual checks give them a place to stop the process rather than having to do each step along the way annually. They still have those manual interventions that they have to do, but the self-service button allows them to put that check-in there so that they can do what they need to do and then begin a certain process rather than having to do the whole thing.

It has also reduced calls to our IT department with the way we're using it. Previously a process might require the user to email IT staff to have us do the next step, to upload a file, something like that. Now we're removed from that situation and they just do it themselves.

The same goes for the closing of the general ledger. It used to require notifying IT and then we'd have to set the job accordingly. Now IT is taken out of the mix. So the end-user department has control over that process.

The automation of manual tasks has without a doubt reduced human error. Whenever you can automate something, as long as you have it set up correctly, to begin with, you totally reduce the chances of transposing a number or something like that.

At my previous employment, once we implemented OpCon we pretty much eliminated one FTE position. The person didn't lose their job, but he had other tasks that he took on. They reduced the amount of workload by one person. That was a much larger credit union.

If we had to do all of this manually, it would add up because we've added more tasks than what we originally had.

For how long have I used the solution?

I have been using OpCon at my current employer for about five years and at my previous company for another four or five years as well.

We're on version 18.3 and we're looking to upgrade to the 20.0 version in the next month or so.

What do I think about the stability of the solution?

In the time that I've worked on it, I've had one problem where the transaction log locked up. That was seven years ago. It was a while ago. It's solid. You have to do your due diligence with your typical maintenance and paying attention to things, but it's a solid product.

What do I think about the scalability of the solution?

It seems to scale well, but then again we're limited. We only have one server.

We have people in our indirect lending who use OpCon. They deal with our auto loans. We have our mortgage department servicing mortgages. We have our accounting people that manage the ACH and they rely on it also for downloading reports from various vendors that we use. Our contact center uses it to run reports and retrieve reports from the core.

IT, of course, uses it. We manage everything for it. I use it for a variety of things from downloading reports to emailing to notifications. Most of our stuff is centered around the core. Most of our usage is centered on the core, but we're slowly branching out.

We have plans to deploy a failover server, and we also anticipate doing more with our order servicing software, automating more processes for that.

How are customer service and technical support?

Technical support has been great. They've come up with solutions and they're very timely. They seem to be good people too.

How was the initial setup?

The initial setup is very complex, but that's not necessarily something that needs to be improved. I'm told that in the next version they're improving the upgrade process. So that's in the works already. 

It integrates fairly well with things like basic scripting programs which is good. 

OpCon is very powerful. That means it tends to be very complex. It doesn't always translate to usability. You can do anything in any way if you have the time and the knowledge, but it can be tricky figuring out how it's done. I haven't used much of the APIs other than some of the connectors, but I hear they've got some good support that way. I don't have any one thing that I'd say would be an improvement upon it except for perhaps making the calendar, the scheduling functionality a bit more intuitive. Some of the ways that they implement the calendar functions aren't as intuitive as they could be.

For some jobs, the setup is very straightforward. For others, they required more complexity. I have some that when we first set it up, the complex ones were downloading our federal reserve files and processing those, but the technical account manager that assisted was great with working with us on that. 

Having them there with implementing it certainly is required. But beyond that, the people that I've encountered, even when I was at a previous employer, were always very good at helping us get through what we needed to do.

There have been times that I've sent in a question to their support and I'll get a couple of different people emailing me back saying, "Oh yeah, I heard about this. Have you tried this?" Everyone's very active in trying to assist clients if they have some expertise there.

We worked with both our SMA technical account managers and then we were assigned someone through Jack Henry Symitar Episys, through their automation group. 

Once we got everything implemented, I had time with my technical account manager to set things up, but prior, I had time with our core provider and their implementation specialist to go through our nightly processing the critical stuff and making sure we had everything set up. That was the baseline process to get us started. After that, it was up to us what we wanted it to automate.

They took care of our nightly processing and then our account manager helped me do some of the daily processes. Since I already had previous experience, there were a lot of things I felt that I could do. He'd come up with solutions for the things I didn't feel that way for.

The deployment took a week.

What about the implementation team?

It was through our core provider that we got the product. Since we went through them, that was the primary thing to get automated and they provided it in collaboration with SMA.

The people at SMA have been great as far as working with them. They're responsive. When I've interacted with them, they've always been great. The company has been very good.

What was our ROI?

ROI has been great. It does keep me busy because I'm the one who manages it, but it eliminates work for a lot of others. And my goal is to automate a lot of stuff so people can spend their time thinking about how to fix the complex stuff, not remembering that they have to do the little stuff.

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

The licensing has just changed recently. They just moved over to a new tiered pricing model and so I'm waiting to see what shakes out with that.

When we got ours, we had bought add-ons at the time, but with the tiered pricing, a lot of those add-ons are included. I'm not aware of any additional costs at this time.

The company had been recently sold and there were some hiccups with their new pricing, their tier pricing, but our salesman worked with us. Our account rep worked with us and got us something that both sides are agreeable to. OpCon does very well trying to do right by its client base. I can't fault that.

What other advice do I have?

Advice that I would give to people considering OpCon would be to really understand what your needs are, understand how OpCon can fit into your environment, and realize that it can be very complex and can become very cumbersome if you're not careful. You can automate a lot of things and have a lot of different processes automated, but you still need to document and have a clear goal as to what you're doing and why you're doing it.

Take the free training that they have. Go to the biannual conference they have. You can pick up a lot of information that way. Immerse yourself in the product, in the documentation, and understand what's going on with it.

Have a clear plan before you start doing anything on how you want to handle it if a job fails. Do you want to have it restarted? Do you want to have it notify someone? You have to have a clear plan on what you hope to accomplish with an automated task before you put it into production.

The biggest lesson I have learned is that error checking is important. When you have a failure, you need to know. You should have a plan on how to handle job failures so that, if the primary person is available, the backup can either take care of it or the process will automatically self-recover.

I would rate OpCon a nine out of ten. It's not perfect, but it's pretty good.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Sr. System Programmer at a insurance company with 1,001-5,000 employees
Real User
Great GUI, excellent technical support and very stable
Pros and Cons
  • "Thus far we have only had a few minor problems, all of which the vendor addressed quickly. We have not encountered any major problems. The product is very stable and reliable."
  • "We are still in the early stages of our implementation, so at this point, I cannot see any needed improvements or features."

What is our primary use case?

We run thousands of processes/jobs on z/OS (mainframe), Unix/Linux, and Windows. In many cases, these processes have cross-platform dependencies. 

We also have two separate OpCon databases - one for production and one for development. This is the usual case of implementing and testing new jobs/schedules in development prior to promoting them to production.

We literally run our business on OpCon and as such OpCon needs to be, and is a 24/7 enterprise scheduling system. It cannot be down. Thus far, we have found it to be very resilient.

How has it helped my organization?

It is still early in our OpCon implementation, however, thus far it has shown its value in ease of use - both in terms of maintaining and implementing jobs/tasks and through its use of a relational database, which gives us enormous power in reporting and updating information.

Change does not come easily to people. That said, due to OpCon being a modern, graphical system our schedulers and developers have enthusiastically embraced it and this has made the transition from our previous system much smoother than we had anticipated. 

What is most valuable?

The most valuable aspects of the solution for us are:

The GUI. Our previous scheduling software had a graphical user interface but this was nothing more than an add-on. It constantly had problems and eventually was abandoned due to its unreliability. Since migrating to OpCon we are now in a purely graphical environment. This provides more information in a smaller space and makes administration a point-and-click process.

The Database. OpCon uses an SQL Server as its data repository. This has given us substantially more capability for reporting and updates.

The deployment. OpCon has a deploy concept which is a methodology to implement change management to schedules.

What needs improvement?

We cutover to OpCon from a previous solution approximately six weeks ago so we are still in the early stages of our implementation. That said it is difficult to ascertain what improvements could be made at this early stage.

If I had to select something I'd say that the web based interface, Solution Manager, should have more functionality. Enterprise Manager, the desktop interface is extremely powerful but SMA's strategic direction is Solution Manager. We have found it difficult to have people rely solely on Solution Manager.

For how long have I used the solution?

We recently migrated to OpCon from another vendor's scheduling system and have now been running our shop's tasks for approximately six weeks. 

What do I think about the stability of the solution?

Thus far we have only had a few minor problems, all of which the vendor addressed quickly. We have not encountered any major problems. The product is very stable and reliable.

What do I think about the scalability of the solution?

Scalability is dependent on the underlying database. Given that OpCon uses SQL Server, we are very confident in its ability to scale.

How are customer service and technical support?

Thus far, we have only had a few minor issues but the vendor's responses were quick - as were their solutions. We have no complaints.

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

We switched from a different vendor's scheduling system. We implemented a project that encompassed a requirements definition, a vendor questionnaire, demos, and finally a selection of a product.

We switched from our old scheduler for multiple reasons. First, the vendor was asking far too much money for an upgrade. Also, we found this vendor's support weak at best. Finally, we wanted something that presented a modern user interface, which the old system tried to implement but it was a poor attempt.

How was the initial setup?

We migrated from a mainframe-based solution using a proprietary database to a Windows-based solution using a SQL Server database. Given the enormity of this level of change, the transition and setup were remarkably smooth. I consider this to have been a straightforward setup.

What about the implementation team?

As part of our migration to OpCon we contracted SMA Technologies, the OpCon vendor, to perform the migration in concert with our scheduling team.

The SMA team was excellent. Their knowledge of SQL Server, z/OS and Windows was extraordinary. I cannot say enough good things about them.

What was our ROI?

As of right now, the ROI is undetermined.

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

Be sure to consider post-implementation costs. In our case, we contracted with the vendor for ongoing assistance given our lack of experience and manpower with a Windows-based solution.

Which other solutions did I evaluate?

We considered CA's Workload Automation but they would not return our calls. They had recently been acquired by another company so perhaps that had something to do with it.

We also considered Tidal Workload Automation but decided it was not a good fit for our environment.

We had previously attempted to migrate to IBM Workload Scheduler but could not make this work.

BMC's Control-M was given very serious consideration but we did not like the way BMC treated us. Control-M surely would have worked but the marketing team caused us concern.

What other advice do I have?

I highly recommend OpCon to any organization considering either a new implementation or a migration from a previous vendor's system. In our case we migrated from a previous system and SMA Technologies did what another vendor could not. It took six months and the cutover went remarkably smooth given the level of change.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Application Support Analyst II at a manufacturing company with 1,001-5,000 employees
Real User
Streamlined ops by enabling end-users to run things without getting permission within the host system
Pros and Cons
  • "It allows us to have more information and more control than we previously had over the processes that are running in host systems."
  • "The SQL database connections are the only time that we've had issues with reliability and stability of the software."

What is our primary use case?

We're a credit union, so we use it for daily operations. We have over 1,700 jobs automated. We are still working on it. The list is growing every day. I add two or three whole, automated processes — schedules with projects — every two weeks.

How has it helped my organization?

This isn't our first automated system, so it's hard to say how it's improved anything. The best thing is that the communication with our host system is better. It allows us to have more security. It allows us to have more information and more control than we previously had over the processes that are running in host systems. That has been an improvement.

This solution has streamlined operations by giving end-users the ability to run things without having to get permission within the host system. That eliminated the need for other departments to have to send messages to operators in IT to run processes and host. Now we can give them access to run very specific jobs without giving them access to those systems.

It has also freed up employees to do more meaningful work as a result of automation. There are multiple departments within this organization. We use it throughout the organization so it's huge; it has affected hundreds. The employees, as far as I can tell, are okay with it. They like it. I don't have a lot of contact with end-users after the development is over, so there may be different ideas, but I haven't had any complaints.

What is most valuable?

All of the features are important. The best thing about it is the communication listing.

There's a learning curve, but it's a fairly easy system to use. It doesn't require a lot of technical skill.

What needs improvement?

The system needs better communication, better advanced warning, and better stability with SQL database systems. The latter is the only Achilles heel to the software. The SQL database connections are the only time that we've had issues with reliability and stability of the software.

For how long have I used the solution?

We've been using OpCon for three years.

What do I think about the stability of the solution?

The stability is really good.

What do I think about the scalability of the solution?

It is vastly scalable. We've grown up to 1,700 jobs and it hasn't had any problems. As we grow, with each development, we're learning more about its capabilities and pushing limits of what we feel is safe, and it has never failed us.

It is used in a lot of ways and it's used every day. It's a critical component of our daily ops, and we are going to continue to expand and include other departments in IT, helping them manage some of their systems.

How are customer service and technical support?

SMA is great at replying to inquiries. Their support is great.

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

Before we got OpCon we did have another automated system, AutoMate. We switched due to OpCon's capabilities of communicating with the host system. And OpCon runs faster than the last one. There are some scenarios where it has been more capable and some where it has not been.

In terms of the time to implement OpCon versus our old solution, they're very different. The last system was geared closer to, and was more in tune with, developers than OpCon. It was very capable, as long as you had the skillset. Whereas OpCon is very simple and the GUI is very click-and-point. OpCon is faster at delivering some of the smaller things. But when it comes to more complex things, the last system was better because it was more prepared to handle those systems.

How was the initial setup?

The initial setup wasn't difficult. It was pretty straightforward. The install wizard is easy to follow and there weren't a lot of hidden things to look for. We also had SMA staff on site, so they made it easier.

Our initial install was done in about an hour-and-a-half to two hours.

Because this is part of a conversion project, it's been managed by a PMO, and we follow a scrum-board, sprint-style implementation plan. That's pretty standard though.

Our first process was automated in about 10 minutes after install. The first one we did was one of the easiest things and it was done in a second. It was very fast.

What other advice do I have?

There's a lot to be said about using the embedded script systems and having good error handling. Hopefully, anybody who's doing development with scripts, writing code, is not a novice, because that part is really important.

The biggest thing I've learned using OpCon is convention. With the last solution, it wasn't such a big deal because the UI design was very simple. With OpCon, it handles schedules and jobs differently, so convention is very important with this: Learning to stick to a standard.

When it comes to end-users they are only using the Self Service option to click a button. Their roles vary within the different departments, but it's still the same thing. They log in and click a button. But when it comes to developers, there are only three of us, including me. For maintenance, there are three of us involved. Two of us are primarily developers and one is an operator who will monitor and report.

OpCon is a good eight out of 10. There is room for improvement with every system, of course. As I mentioned, the SQL database is the weakest link. There are some changes that have happened since our initial version that may not have been the best. Those types of things are really hard to improve because it just has to happen. That's an evolution.

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
reviewer1243401 - PeerSpot reviewer
IS Operations Manager at a financial services firm with 201-500 employees
Real User
Enables us to give our business users a level of self-service and automation for themselves
Pros and Cons
  • "Since we got it configured, it has just done the job day in, day out. Being able to rely on it and know that it's going to happen, whether there's a person over it or not, is really good."
  • "I might like to see a little bit more of a seamless user interface. That would be good. They're moving towards a browser-type interface, rather than the Java application that we currently use. Also, a little bit more built-in self-service would be good, rather than a standalone product."

What is our primary use case?

We have it running batch processing across our mainframe and Windows Server environments. OpCon also integrates with a third-party SFTP tool and through that we have OpCon driving all of our file transfers as well.

We've automated hundreds of processes with OpCon, representing a good 80 percent of our processing.

How has it helped my organization?

One thing that we had to introduce about three years ago in our bank was exchanging high volume monetary files with other banks on a mission critical hourly basis. We would start doing the exchange at about 9.30 a.m. every day and it would go through until 2 a.m. the following morning. It was very time-driven. Our customers were heavily reliant on it because it was money that was coming to fund their accounts. OpCon allowed us to fully automate the process, right down to when it went wrong for any reason, it would alert us. Rather than having to employ three staff members to manage the process over the period, it just runs. It tells us what has gone wrong.  Every day, every hour, we do two full exchanges and they just happen.

Another thing we've been able to do with OpCon is to give our business users a level of self-service and automation for themselves. We don't have to be here to do things for them. OpCon will just do them for them. OpCon has absolutely streamlined our operations. We went from getting requests to do something and the end-user waiting for however long it took us to get around to doing it, to their being able to do it for themselves.

We actually got rid of our third shift with one of the operators going off to work in another part of our IT division. Now, the third shift effectively goes on unmanned. We allow OpCon to run things for us.

In addition, with the automation, the solution has definitely sped things up enormously. There's less human interaction that has to go on now.

We just wouldn't be without OpCon.

What is most valuable?

The most valuable features are the 

  • automation 
  • repeatability.

Since we got it configured, it has just done the job day in, day out. Being able to rely on it and know that it's going to happen, whether there's a person over it or not, is really good.

The ease of use and simplicity in automating processes are good. They get better every time they put out a new release. When we first got it, a long time ago, it wasn't as intuitive as it is now. That also comes, a little bit, with our having used it for so many years, so we're more used to it. But I have a guy who started working with me about three years ago, for example. He had never touched anything like this but he was able to pick it up and run with it. And he absolutely raves about it. He thinks it's the best product he's ever worked on - this from a person with many years of IT experience.

What needs improvement?

I might like to see a little bit more of a seamless user interface. That would be good. They're moving towards a browser-type interface, rather than the Java application that we currently use. Also, a little bit more built-in self-service would be good, rather than a standalone product.

For how long have I used the solution?

We've been using OpCon for around 15 years.

What do I think about the stability of the solution?

The stability gets better all the time. Where we've had problems with stability, it's been partly our fault. We run it on a VMware server but we haven't recognized that the workload has increased and haven't increased the capacity of the server it's running on. It's because of things like that that OpCon has had the odd issue. But in general, the product in and of itself is pretty reliable.

What do I think about the scalability of the solution?

It's absolutely scalable. It will just take whatever you throw at it. As long as you make sure that the hardware it's running it on will cope, it seems like it has endless possibilities.

It does all of our batch processing. Absolutely everything is run under OpCon. As we add more processes, it's a no-brainer; we put them into OpCon. We only use it for our ClearPath mainframes and Windows Servers. If we were to move to another operating system, we would definitely take OpCon with us. It has that flexibility to run on different platforms as well.

How are customer service and technical support?

Technical support is really good.

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

I brought OpCon into the company. Prior to that everything was done manually by people.

How was the initial setup?

The initial setup was pretty straightforward. We were a very small IT shop when I first came here and OpCon was one of the first SQL databases that we had that had any great importance in our world. We had local New Zealand support to help us. They were really good. We were a little bit wary of jumping in and using it, and they really helped us to step into the product with small steps to start off with. That allowed us to gain a comfort level. It was a good implementation.

We were a little bit shy and timid about automating things. We started out playing with it quite a bit. It took us a while from the time we deployed it until we automated our first process, and that was because I decided to approach it by rewriting a lot of the code that we ran, to make the best use of OpCon. We used to have one great big job that ran everything, and I really wanted to break it down and use OpCon to bring everything to the surface, rather than it being all hidden in one big job. My wanting to do that made it take longer; it was a few months to really get something going "in anger."

The game plan was to try and take away as much of the manual processing as we could. There was a lot of checking that was done every single day.

What was our ROI?

The fact that we were able to eliminate a staff member entirely from the area and move him to another area has definitely paid dividends in terms of what we pay for OpCon today.

Which other solutions did I evaluate?

I have worked in an IBM environment, so I've worked with Control-M and the old CA 7. OpCon was the only option that was available, at the time, for a ClearPath mainframe. But it's been a good option.

What other advice do I have?

The biggest lesson I have learned from using OpCon is: Don't try to do things manually. It's a really good automation tool. Really, really good.

Go for it. If your aim is to gain reliability and automation, and making sure that when you want things done they'll get done, then OpCon is a really good tool.

One of the very good things about SMA as a company is that they actively seek input from us as customers. Where it makes sense, they take our suggestions and they develop them and they implement them. There are a couple of features in OpCon I'm aware of which have come from a number of customers here in New Zealand, including myself. They listen and they improve where it's appropriate. There's nothing significant in the product that needs improvement. It's a really good product.

There are four of us who look after the production environment, and we have about 10 or 11 people who are using it in development work, running their processing. There are two of us who do maintenance of the solution. The only reason there are two of us is that people go on holiday. It really is easy to maintain.

Which deployment model are you using for this solution?

On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
reviewer1662381 - PeerSpot reviewer
Information Systems Architect at Cornerstone Bank
User
Great self-service with a useful script repository error handling
Pros and Cons
  • "The end code response allows us to evaluate how a process finished, set the termination/end code appropriately, and then trigger further processing based on how it ended."
  • "More functionality within self-service would be greatly appreciated."

What is our primary use case?

OpCon has primarily been used to automate our backend IBM and Windows processing. Largely, this involves file transfers, IBM i job submissions, Powershell scripts, and SQL queries. 

We use OpCon to build workflows of related processes to ensure that things are run in the correct sequence. Logic is in place to ensure errors are handled appropriately, and often automatically. OpCon's Solution Manager is also used to empower other users to initiate processes, where previously tech involvement was needed. 

OpCon is the glue that joins numerous processes and various systems into a single cohesive and centralized experience. 

How has it helped my organization?

In my department, OpCon has largely removed the human error from our nightly processing. Clicking or launching the wrong program is a thing of the past, now that OpCon has taken over the processing. When employee turnover occurs, items that have been handled by OpCon are no longer a concern, due to the fact that the process will continue to function as expected. 

Error handling and reporting have also been a great benefit. Often when things in our environment break, OpCon will generate a notification to us of the diagnosed problem. We also heavily use OpCon's IBM Message Management system to identify messages displayed on our i Series and respond appropriately. This ensures critical messages are seen as well as tracked when required. 

Self-service has also been a great benefit to us. We're able to build processes within OpCon and give the end-user the ability to initiate them with inputs. Where previously this couldn't be done due to the security concerns of giving the end user that capability, now we can grant a batch user used by OpCon those permissions. This enables us to keep tight control over permissions, but grant some extended functionality through Solution Manager. 

What is most valuable?

The self-service is great as it enables users to initiate processes within OpCon without giving them access to more functionality than required. It relieves stress off the technology department, as more users are able to facilitate their own processes without a call to tech.

IBM LSAM has a very robust set of tools to monitor and run the various processes on an IBM i mainframe. It has the functionality to mimic operator input and capture data off of the screen for evaluation. The two most heavily used features of the LSAM in our environment are the Message Management and Scan Spoolfile functions. These allow us to capture information from message logs as well as spool files and launch further processing through the LSAM or OpCon itself. 

The smart email allows us to retrieve emails from a specified account and triggers further processing. Again, it allows another avenue for external users to initiate processes without needing to contact us. 

The script repository enables us to hold "scripts" that can be run on various machines - Windows in our case. It supports versioning and documentation.

The end code response allows us to evaluate how a process finished, set the termination/end code appropriately, and then trigger further processing based on how it ended. 

What needs improvement?

It's a pricey product. The new license model gave us access to a lot of functionality that we're not likely to use any time soon. The cost of the product is now also determined by the number of jobs you run through the software. There are pros and cons to this method, but now I have to evaluate if a simple function is worth the cost to automate before doing so. 

More functionality within self-service would be greatly appreciated. We're needing to look at other solutions in conjunction with OpCon as the number of user inputs available within self-service doesn't always meet our needs. If self-service could be improved to pull information from OpCon to "pre-fill" inputs, that would also create a much more seamless and powerful experience. 

It would also be fantastic if we could create our own job subtypes. There are quite a few that come with the software, but being able to create your own would mean you could standardize how parameters are provided to executable programs/scripts. 

For how long have I used the solution?

I've used the solution for more than 4 years.

What do I think about the stability of the solution?

Very rarely do we experience anything that would make me question OpCon's stability. 

What do I think about the scalability of the solution?

It's very scalable, especially given the new license model which allows installation on "unlimited" Windows machines. However, detailed knowledge of the product may be required to make use of it properly. It takes time and experience to make great use of the software. 

How are customer service and technical support?

Usually, this is a positive experience, however, occasionally I feel like we're getting the run-around or being offered solutions that don't appear to be applicable to the issue. Very rarely is an issue not resolved within a week. 

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

We did not look at anything else of this caliber. We made heavy use of Windows Task Scheduler and the IBM Job Scheduler. The process worked, but everything was scattered and we really needed a centralized point of contact for all our automation.

How was the initial setup?

SMA was onsite to implement the software initially. Largely, this was straightforward and any bugs or issues that came up we were able to work through shortly after SMA left. 

What about the implementation team?

We had an internal team that worked with our implementation team from SMA to set up the product. SMA was incredibly knowledgeable of the OpCon ins and outs. Particularly the IBM contact with SMA was extremely impressive in their ability to provide robust solutions and bug fixes to problems in a very quick manner (often within a few hours of reporting the issue). 

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

In our environment, OpCon is much more expensive than it used to be a year ago. Licensing changes no longer allow us to automate to our heart's content in our "small" environment. Now, the cost to automate needs to be evaluated as new items are put into the software because it's likely you will be charged for them. 

Getting a good handle as to what SMA charges can also be helpful so that new processes can be created in a way that incurs a smaller expense. As an example, using a single script to accomplish what multiple jobs could do otherwise. 

Which other solutions did I evaluate?

Yes. We looked at Help Systems Robot.

What other advice do I have?

Overall, OpCon has been an amazing addition to our automation toolbelt. While current prices sting a little, given past pricing, it has been well worth the cost and peace of mind. 

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
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Updated: February 2025
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Buyer's Guide
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