What is our primary use case?
We use Kofax TotalAgility for the purpose of intelligent document automation. We use it for invoice automation, and we also use it for the automated processing of documents, specifically OCR, then we submit the documents to other systems.
How has it helped my organization?
Our organization has improved a lot because of Kofax TotalAgility, especially as it allowed us to compare the different pages of different documents. While that process is ongoing, we can also insert an additional document and compare the content of that document via OCR, with the previously submitted document.
Kofax TotalAgility helped us greatly in reducing manual work because comparing document content was done manually in the past, and now the comparison is completely done by the solution, and it's been a great help to our organization.
What is most valuable?
What I find most valuable in Kofax TotalAgility is its OCR feature. I also find its workflow and business process management capabilities valuable. Kofax TotalAgility also has good integration with other solutions and has an API call feature.
What needs improvement?
The pricing for Kofax TotalAgility could be more attractive, particularly the cloud version of the solution which was offered to my company. This is its area for improvement.
For how long have I used the solution?
I started working with Kofax TotalAgility four or five years ago.
What do I think about the stability of the solution?
Kofax TotalAgility is a very stable solution.
What do I think about the scalability of the solution?
In terms of scaling up Kofax TotalAgility, initially, we planned for a volume one and a half times more than what we needed. We haven't seen the need to scale up the solution, and we're still fine with the existing environment, so we've not tried to scale up Kofax TotalAgility yet, but based on what we've learned, it's just a matter of adding the capacity to the server. We placed the solution on the VM so it should be easy to add resources to the VM, as well as increase the CPU or the RAM. We don't see any challenges in scaling up Kofax TotalAgility.
How are customer service and support?
My team opened some cases with the global support team of Kofax TotalAgility who have been very responsive and supportive. Normally, you get answers from them immediately, and if not, some technical support people from Europe or India would take a look at the system and give you some feedback on how to resolve the problem.
On a scale of one to ten, I would rate the Kofax TotalAgility technical support team eight. I'm happy with the support.
How was the initial setup?
The initial setup for Kofax TotalAgility is pretty much straightforward. The complexity doesn't come from the solution itself, but from how previously complex manual processes could be automated through Kofax TotalAgility. That has always been the challenge. What's complex is transforming your manual process into a digital process. In the beginning, people try to think about how the solution could mimic existing processes, but later on, after Kofax TotalAgility has been implemented, people find that the solution does it much better.
How long the deployment of Kofax TotalAgility takes varies per scenario, but it could take three to six months.
What about the implementation team?
We deployed Kofax TotalAgility in-house with the help of some third parties for certain cases.
What was our ROI?
You could get ROI from Kofax TotalAgility in less than two years, but that's just a quick calculation. It's just based on the comparison between what my company has experienced and how the solution could help, and in my opinion, you could achieve ROI in the first two years.
What's my experience with pricing, setup cost, and licensing?
I don't have figures on the costs associated with Kofax TotalAgility because that's handled by the Document team. I just tell the team that I need this volume for this number of users, and the Document team will handle it.
Which other solutions did I evaluate?
We compared Kofax TotalAgility with other solutions, and we found that the OCR feature, including the multichannel capabilities of reading documents from any source, for example, from scanning, uploading, mobile, portal or network, are very flexible.
Kofax TotalAgility also has a powerful OCR engine able to process documents excellently.
These are the reasons we chose Kofax TotalAgility over other solutions.
What other advice do I have?
My company works with the vendor, Kofax.
Fourteen to twenty people use Kofax TotalAgility within the organization.
Maintaining the solution isn't difficult.
My recommendation to anyone who wants to start using Kofax TotalAgility is to look at the end-to-end process first and not just the OCR capability of the solution. You should consider the subsequent processes in Kofax TotalAgility, particularly when managing the end-to-end workflows or profiles, including the process of posting to other systems and the flexibility of integrating with other systems.
I'm rating Kofax TotalAgility as nine 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.
Great review, thanks!