When our clients automate the KYC and onboarding processes, they can reduce their manual force and then deploy them in much better tasks rather than the mundane activities of selecting forms and gathering information.
An easy to set up solution with a very helpful customer service team and strong KYC onboarding
Pros and Cons
- "When our clients automate the KYC and onboarding processes, they can reduce their manual force and then deploy them in much better tasks rather than the mundane activities of selecting forms and gathering information."
- "The workflow automation can be slow, so there is room for improvement there."
How has it helped my organization?
What is most valuable?
There is definitely an advantage to digitization, so we recommend Pega to our clients for the KYC digitization. Pega's strength is in KYC onboarding.
What needs improvement?
The workflow automation can be slow, so there is room for improvement there.
For how long have I used the solution?
Personally, I have been using the solution for the past three years, but my company has been using it for about seven or eight years.
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What do I think about the stability of the solution?
The solution is stable.
What do I think about the scalability of the solution?
The solution is quite scalable.
How are customer service and support?
The customer service team is very responsive and helpful. We haven't had any complaints or issues with them. I would rate the customer service as a nine out of ten.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup was easy. On a scale of one to five, I would give it a four.
What about the implementation team?
The deployment was handled by Pega and was quite easy, not very complex, and the customer was satisfied.
What's my experience with pricing, setup cost, and licensing?
The pricing is a bit on the high side, but you're paying for a quality product.
What other advice do I have?
I would recommend that you work with one or two Pega developers in the initial stage. After that, it's quite straightforward.
I would rate this solution as a nine out of ten. The Pega product is definitely good.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Senior Consultant at a tech services company with 1,001-5,000 employees
Effectively automates any business process but needs to be more user-friendly
Pros and Cons
- "Pega BPM's most valuable features are case management, integration, the convenience of using REST APIs, and the ease of changing things at the UI level."
- "Pega BPM could be improved by including token-based authentication and extending its integration options."
What is our primary use case?
I use Pega BPM to automate business use cases and integrate third-party application data into applications designed on Pega Platform.
How has it helped my organization?
Previously, our HR onboarding application ran in silos, so everything was happening separately. Pega BPM allowed us to consolidate all the data in one place, from which we could define our business workflow. This means that we have the entire flow running in one application from start to end with the help of third-party application data.
What is most valuable?
Pega BPM's most valuable features are case management, integration, the convenience of using REST APIs, and the ease of changing things at the UI level.
What needs improvement?
Pega BPM could be improved by including token-based authentication and extending its integration options. In the next release, Pega should live up to their claim to be low-code/no-code and make their platform more simple and UI-based.
For how long have I used the solution?
I've been using Pega BPM for almost two years.
What do I think about the stability of the solution?
Pega BPM is stable.
What do I think about the scalability of the solution?
Pega BPM is scalable.
How was the initial setup?
The initial setup wasn't complex, but you have to define your class structure and architecture properly. Deployment took around a month. Also, Pega says BPM is low-code/no-code, but that's not true - you need intervention as you can't design the application without some knowledge about it.
What about the implementation team?
We used an in-house team.
What's my experience with pricing, setup cost, and licensing?
Pega is expensive. If your company has a good amount of money to spend, go for Pega as it has many things readily available out of the box. But if you're looking to save money, you may be better going for an open-source platform.
Which other solutions did I evaluate?
I also evaluated WaveMaker, but Pega has features that aren't available on WaveMaker.
What other advice do I have?
Pega BPM is a very good tool if you have the budget to spend on it and you need to automate any business process wherein you get the data from multiple sources. I would rate Pega BPM as six out of ten.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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November 2024
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Feature Lead at a financial services firm with 10,001+ employees
Excellent technical support, reasonably priced, and has good documentation
Pros and Cons
- "Case Management is the most valuable feature of PegaRULES, which is not found in other BPM tools."
- "Containerization should be improved in relation to Pega because Camunda is deployable in the containerization deployment process."
What is our primary use case?
PegaRULES is used more for business process management. Perhaps in a bank or any other organization. If you want to automate anything, you may require a tool, which is, simply building the same thing in Java.
People choose Pega because it's a flow-oriented tool that is already predefined and you can plug and play.
What is most valuable?
I can say that less development effort is required for developers, allowing them to focus on business problems rather than technical issues. It corresponds to every BPM, so it serves the same function.
Pega also sells the same so that you can integrate with legacy applications or with different applications that may or may not have AP capability. You can use UiPath in between with PegaRULES integration.
There are a lot of features, which most people prefer.
Case Management is the most valuable feature of PegaRULES, which is not found in other BPM tools.
What needs improvement?
Containerization should be improved in relation to Pega because Camunda is deployable in the containerization deployment process. Pega is trying to move in that direction, but that will have to improve slightly.
For how long have I used the solution?
I have been using PegaRULES for 15 years.
Pega has multiple models, and I believe a few teams are cloud-based. Our organization is mostly moving to the cloud, but not entirely. However, we use on-premises deployment.
What do I think about the stability of the solution?
PegaRULES is extremely stable. It is still dependent on developers.
Initially, I believe we will require the services of architects to set up the cloud structure and design. Everything must be thoroughly reviewed. Developers will need to follow suit. In terms of stability, I would say it's a solid application. How you use it is determined by how you built it. You must exercise caution when developing the application. If teams attempt to build the Pega without the necessary experience, performance issues and other issues may arise. That design must be correct, and it must be reviewed and monitored. I believe it will be able to stabilize this application.
What do I think about the scalability of the solution?
It can also be scaled up. It is determined by the scope of the data, but it can be scaled up to meet the requirements of the application. It's in hardware and adding hardware to an extra. It will follow the data availability features. Pega will support the ability of Java applications to scale up based on stability. I don't know much about that particular hardware side, but I can say that it can scale up to meet the needs of the user. It is dependent on the application or how large these applications are. It can be scaled to any size.
The number of users is dependent on the project. There are large projects that may involve 10,000 or more users. In a few applications, you may see only 1,000 or 500 users or something along those lines. It is dependent on the application and who is using it.
How are customer service and support?
I have contacted technical support, and they are very good.
The technical support for Pega is excellent. They were able to assist us and even guide us if we had any issues. If you contact Pega technical support, we'll find a solution right away.
I would rate them a five out of five.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We mostly use Pega products.
How was the initial setup?
Pega provides documentation. The same documentation can be followed during their own deployment process.
In my opinion, it's not complicated in terms of deployment; but it depends on how your applications will be deployed. It's the same method.
Pega will also assist you in this regard. It simplifies the deployment process and makes it easier to set up others.
I would rate the initial setup a five out of five.
If everything works and is ready, the initial setup can be deployed in half a day.
What's my experience with pricing, setup cost, and licensing?
In terms of the price, if I were to compare Pega to other tools, it would be more expensive, but it would also provide you with the same features.
If there are applications that scale up to the enterprise level, we would go with Pega, and if it's a smaller application with a smaller workflow, or if they can't afford to invest that much money, they'll go with less expensive tools such as Appian. Camunda is open source, we have people working on it.
The licensing fees are not that much.
What other advice do I have?
I would rate PegaRULES an eight out of ten.
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.
Director at PricewaterhouseCoopers
A complete solution in terms of functionality with processes specialized using the situational layer cake
Pros and Cons
- "The most valuable feature is the situational layer cake."
- "Compared to other BPM products, the interface is somewhat complex, so the usability could be improved."
What is our primary use case?
We do not use this solution in my organization. We are consultants and we act as a third-party for our clients.
This solution is used to orchestrate processes across different parts of the infrastructure. All of the activities are coordinated and controlled, managed by a unique platform where they can keep track of everything.
What is most valuable?
The most valuable feature is the situational layer cake. It's a feature of the tool that allows us to specialize a process according to different countries, products, or other dimensions. This means that we can create complex processes that are differentiated according to geography, product, or other characteristics. The result is that it makes it much easier for us to maintain the solution.
In terms of functionality, Pega is probably the number one solution in this field.
What needs improvement?
Compared to other BPM products, the interface is somewhat complex, so the usability could be improved.
For how long have I used the solution?
We have been using this solution since 2014.
What do I think about the stability of the solution?
Pega BPM is very stable and our customers use it on a daily basis.
What do I think about the scalability of the solution?
This is a very scalable solution. Our customers are large enterprises.
How are customer service and technical support?
The technical support is okay.
Which solution did I use previously and why did I switch?
One of our clients was using a BPM solution by TIBCO before switching to Pega. TIBCO is more technical, whereas Pega is more business-oriented.
How was the initial setup?
The initial setup is quite complex. It requires a lot of time and its not something that you can just do quickly. Pega is a very complete and structured product that needs to be configured according to the organizational structure.
Considerations have to be made with respect to managing data and integrating with their tools. In many ways, it is a Plug and Play tool, but it will require some time.
What about the implementation team?
We have had cases where we have done the deployment for our customers, although in other instances, the client does everything. We prefer not to do the installation, if possible.
What's my experience with pricing, setup cost, and licensing?
The price of this solution, including installation and configuration, is comparable to competing vendors.
What other advice do I have?
My advice to anybody who is implementing this solution is to make sure that they understand it. For example, we are certified in the usage of Pega BPM. It's a very complete product but it is not a simple one. They need to use the right, structured approach to implement it properly. Pega is not a product for a client with small needs. If anything, when setting up Pega you should think bigger and put things in place for what will be needed to lead the team in the right direction in the future.
I would rate this solution an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
MEA Head at Aaseya IT Services Pvt. Ltd.
Very good case management, service orchestration, CRM, decision-making capabilities
Pros and Cons
- "It allows for a unified platform with features like case management, BPM, service orchestration, low-code development, digital process automation, CRM, and decision-making, all integrated into a single platform."
- "In the Middle East and Africa region, Pega was not very strong from the user experience standpoint."
- "In the Middle East and Africa region, Pega was not very strong from the user experience standpoint."
What is our primary use case?
In the Middle East, ministries such as the Ministry of Justice, Ministry of Labor, Ministry of Finance, Ministry of Education, and Ministry of Municipalities, are using Pega Platform as a front-end application for their citizens.
What is most valuable?
Pega Platform is excellent for enterprise-level solutions with integrations to entire systems, including case management, service orchestration, CRM, decision-making capabilities, digital process automation, and AI-driven functionalities. It allows for a unified platform with features like case management, BPM, service orchestration, low-code development, digital process automation, CRM, and decision-making, all integrated into a single platform.
What needs improvement?
In the Middle East and Africa region, Pega was not very strong from the user experience standpoint. To address this, Pega introduced Constellation, which allows a user to build a more engaging visual experience.
For how long have I used the solution?
I have been working with Pega Platform for over a decade now.
How are customer service and support?
From the platform standpoint, I haven't contacted Pega for support unless it is a product issue or a new feature issue. I never needed support from the platform standpoint, but if additional features are required, we have regular meetings with the product team for feedback.
How would you rate customer service and support?
Positive
What was our ROI?
Top banks in the world, such as the government's HMRC in the UK, see the return on investment with Pega Platform as they use it at an enterprise level.
Which other solutions did I evaluate?
I work with Camunda for pro-code projects and OutSystems for other requirements. Camunda is a good BPM engine, but it does not provide comprehensive features like Pega. For simple case management, alternatives like APN and Camunda were mentioned.
What other advice do I have?
If you're looking for a solution at the enterprise level with comprehensive features, then Pega is suitable. However, if you only need a simple HR system or a small case management application, other tools might be more cost-effective. Pega Platform is comparable to SAP in terms of its dominance in digital process automation and business process management.
I'd rate the solution eight out of ten.
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.
Last updated: Nov 14, 2024
Flag as inappropriateAssistant Vice President at Barclays Bank
Easier to use than other products and is more secure
Pros and Cons
- "It is easy to use, easy to understand, easy to implement and easy to enhance and we can do it as a Cloud. Also it is very user friendly."
- "Sometimes when we are patching some data from the database, we are getting added as a timeout."
What is most valuable?
In terms of features that I have found most valuable, there are lots of new things in Appian BPM, maybe six in this newer version. Earlier, what we needed to do if we wanted to deploy some code into the other environment was to upload it into the environment, take a patch from the other environment, patch it, and import it. Nowadays it is easier. There is a new feature in the Admin Console where I just need to click on that environment, pick a patch, and just select the environment. Then I see whether it is queuing in the scheduled environment or going for production. I select the environment and I can directly deploy that patch. This is a very good feature of the current version.
There is a very well implemented UI side - the front-end visibility. There is a new progress bar that allows you to see your progress. There is a very impressive UI design that they've embedded into the BPM tool.
What needs improvement?
In terms of areas that need to be improved, I would say the timeout. This is because sometimes when we are patching some data from the database, we are getting added as a timeout. I would like to build a solution for that or to improve that feature, because by doing so the process will be trimmed. Sometimes it gets stuck just due to taking so much time for the user in the back-end data from the database. I think all the other features are very good.
Additionally, I'd like to select the availabilities. I'm using the earlier version now because it is on-premise implementation. If I go on the newer PGi for a couple of days, the latest version, then I will able to see what other additional features we need to have in the BPM tool.
For how long have I used the solution?
I've been working on Appian BPM tools for about three years.
What do I think about the stability of the solution?
I do not have an issue with stability. I'm completely fine with that.
What do I think about the scalability of the solution?
It is definitely scalable and I know that is a very good feature of the Pega BPM and Appian BPM.
How are customer service and technical support?
I have never contacted support.
But we have one help ticket raised, so technically I do support the production.
Which solution did I use previously and why did I switch?
I like Appian BPM. In Appian BPM I need to code for the components. If it's a bigger program, depending on the sizing, I read about using Pega BPM for that. But I'm working as an Appian Lead and working on Appian BPM tools for about three years.
About a year ago, I was working as a DOS developer and then I moved to Appian BPM and Pega BPM. I get feedback from the users. Based on the data from the POC, I present that to the user and if there is any implement I'll do it on the same day and avail it to the user. If they're okay with it, then I can go ahead and create the application and develop it for the solution.
Working as a DOS developer I'm coming from a different place. I came to know about this BPM tool from the website and learned that it has very good features. So that's the main attraction to BPM tools.
How was the initial setup?
The initial setup is not complex, it is easy. For the first time user, we do have the trial version of it. Nowadays, as you are aware, we have data in the Cloud where it is like MySQL. It will take under 30 minutes. Not more than that.
We are working in Agile. So there is a sprint of two weeks. After each and every sprint we have to be looking forward to the after-sprint plans. So the solution has been deployed after each and every sprint to the queue and on the decided date, to the production.
What about the implementation team?
I used a number of integrators for my current project that was as a re-seller. I don't have experience with implementing. On my current project, I do integrate with the re-seller that does business with Appian. We are just consulting for the solution at our end with an integrator at Appian by using the data authentication.
What other advice do I have?
I would definitely let people know about it. Let me give you a scenario. Let's say there is a banking system. Generally, people come to the bank, fill out the form, and submit it. Then a record will be created in the system. So what happens by using the Pega BPM is that we can clearly identify the flow - how you do it by using the different user input tasks. This is appealing to the user, to the customers, to everyone. Definitely I would like to get a return on that and let them know that if they use this BPM tool, more than any other technology tool, it has the most complete set of tools for the system.
On a scale of one to ten, I'd rate it an eight. This is because it is easier to use than any other product and it is more secure. All of our software was developed in Java and as we know Java is a secure language.
There are many more features. It is easy to use, easy to understand, easy to implement and easy to enhance and we can do it as a Cloud. Also, it is very user-friendly. Nowadays, it's on Cloud so we can access it from anywhere. There is no location per se or any system requirement.
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.
Chief Information Officer at a government with 10,001+ employees
Good platform with minimal stability issues but has limited support presence
Pros and Cons
- "While there may be stability issues, they are minimal."
- "The technical support from Pega is very low, rating a one or two out of ten."
- "There is a lack of support and community presence in the country, leading to challenges in finding developers."
- "The technical support is very low, rated at a one or two out of ten."
What is our primary use case?
The primary use case includes working with Pega Platform, but the organization is planning to switch to another solution soon.
What is most valuable?
While there may be stability issues, they are minimal.
What needs improvement?
The technical support is very low, rated at a one or two out of ten. There is a lack of support and community presence in the country, leading to challenges in finding developers.
What do I think about the stability of the solution?
There have been some stability issues, however, they are not significant.
How are customer service and support?
The technical support from Pega is very low, rating a one or two out of ten.
How would you rate customer service and support?
Negative
What's my experience with pricing, setup cost, and licensing?
The pricing is expensive, and this is an issue.
Which other solutions did I evaluate?
The organization is in the process of selecting a new solution.
What other advice do I have?
I'd rate the solution seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Nov 15, 2024
Flag as inappropriateWorks at Automation delivery
Business Process Management solution that has increased the confidence of users in our systems
Pros and Cons
- "The robotic process automation has increased the confidence of business users."
- "The cost of licensing could be improved."
What is our primary use case?
We support clients who use this solution. We have had a client who used Pega in London at their headquarters and in their data center operations in India. They installed Pega in the UK, but they wanted to run the applications from the data center in India. They wanted to give access to all the business users across the world in more than 12 different countries.
The client used SAP for their business system, Pega for the business process management and UiPath for automation.
What is most valuable?
The robotic process automation has increased the confidence of business users.
What needs improvement?
The cost of licensing could be improved.
For how long have I used the solution?
I have been using this solution for 5 years.
How are customer service and support?
There are multiple components within support. This first component is the functional support from an BPM perspective that is module related. The second component is technical support for when clients want any customization of their BPM product along with any workflows.
How was the initial setup?
The initial setup is straightforward. For an implementation project, we usually have a team of 10 BPM developers along with the BPM technical architect and the BPM technical lead. The implementation projects runs over 18 to 20 weeks, while an upgrade project, requires eight to 10 people over 12 to 16 weeks. If it is a support project, we use a team of six people over a period of one year.
What's my experience with pricing, setup cost, and licensing?
Normally, we don't own the licenses. Customers have their own licenses and we work on their environment.
Which other solutions did I evaluate?
As an IT services company, we provide different solution options to customers. We offer SAP BPM, Pega, IBM BPM and Oracle BPM. The first and foremost consideration is that the customer needs to be comfortable with the solution that we offer.
What other advice do I have?
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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