What is our primary use case?
As part of the integration team, we use Workato for integrating systems such as NetSuite and Oracle ARCS. Specifically, we design recipes in Workato using both connections to collect data from NetSuite based on saved searches. This includes accounts and GL balances, which we refer to as amounts. We gather these from saved searches in NetSuite, perform some transformations in the Workato recipe, and then transfer that data to Oracle ARCS. In Oracle ARCS, we create profiles for the specific data and transfer the amounts from NetSuite to the corresponding profiles, allowing clients to perform their monthly or quarterly reports based on this data.
I have worked with Workato's real-time data synchronization feature, such as collecting data from NetSuite and updating Oracle ARCS. This process is a real-time sync; every day at 6:00 a.m. PST, the recipe runs, executing saved searches in NetSuite to pull data and transfer it to Oracle ARCS. Additionally, I have worked on other projects involving real-time synchronization, such as from Salesforce to NetSuite, where we update account, brand, and country information in Salesforce. The recipe triggers in Workato based on specific conditions, and we pick up record details from Salesforce to update the same records in NetSuite.
Currently, we primarily utilize the NetSuite SOAP connector for many projects in my company. By using this connector, the NetSuite team internally creates some saved searches and provides REST API calls. We then utilize the HTTP pre-built connector in Workato to make API calls, process the information, and send it to the destination system. Using the pre-built NetSuite SOAP connector enables us to execute saved searches or SQL queries, allowing us to search for data cost-effectively for clients without requiring new connector purchases.
What is most valuable?
The best feature of Workato that I especially appreciate is its low-code, no-code platform. Many candidates find coding hard to grasp, so with this Workato platform, we primarily use low-code, no-code methods. In cases where a client's requirement is atypical and cannot be met using Workato connectors, we create a custom connector using SDK. Aside from that, we do not utilize any technical coding in Workato while developing recipes; we mostly leverage the platform. This is the main aspect of Workato that appeals to me.
The main benefits I have seen from using Workato include its ease of use and low complexity. For example, tasks such as data field mappings or data verification can be managed by clients themselves without needing to reach out to a Workato developer.
Regarding assessing the impact of recipe-driven automation on task management efficiency, we use a real-time approach. Instead of applying condition logics, we implement batch processing, where each batch contains around 50,000 or 30,000 records. We process those records in batches and utilize conditional statements, which reduces task utilization in this complex integration system.
What needs improvement?
From my point of view, a few improvements regarding Workato could include the notification system, which should inform clients or businesses quickly and be accessible through a mobile app. For example, Salesforce has a mobile app that provides notifications about errors or changes in business strategies. If Workato could develop a similar mobile app, it would be a great advantage for businesses and clients.
Apart from the mobile app, I believe incorporating AI would be a significant improvement for Workato. Furthermore, the recently used AI agents in Workato's chat support would be a great feature as well.
For how long have I used the solution?
I have been working with Workato for five years.
What do I think about the stability of the solution?
I have observed some minor stability issues with Workato, particularly related to connectors failing occasionally and delays in report sending.
What do I think about the scalability of the solution?
Regarding scalability, I haven't experienced any issues in my past projects; I find it easy to scale up or down.
How are customer service and support?
On a scale of one to ten, I would rate the technical support from Workato an eight, based on my experience with a few support projects for my company.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I have basic knowledge of MuleSoft. Initially, at the start of my career, I built some projects on MuleSoft, connecting Salesforce and NetSuite using MuleSoft Studio. Additionally, I have industrial experience with Salesforce Admin tasks for Sales Cloud and Service Cloud and some knowledge in CPQ from Salesforce. Currently, I work as a member of the integration and data teams, managing tasks related to both areas, including Power BI reporting.
In terms of comparing Workato to MuleSoft or other iPaaS products, I find that Workato has a user-friendly interface compared to MuleSoft. MuleSoft includes many versions, while building recipes or programs in MuleSoft feels more complex compared to Workato. While MuleSoft is stronger in terms of available connectors and systems, I believe Workato has potential to be widely adopted as confidence in its use grows, similar to MuleSoft's current standing.
What was our ROI?
In terms of ROI, or return on investment, they mentioned that they charge for recipes based on time consumption. If we build callable recipes, those do not incur charges. For main recipes, there are charges, so by focusing on creating as many callable recipes as possible based on requirements, we can improve cost efficiency for the business.
What's my experience with pricing, setup cost, and licensing?
Regarding pricing, my core team members, including my senior member and manager, handle the licensing and setup costs. As I lead a few team members, they take care of the yearly costs associated with licensing and other financial aspects.
Which other solutions did I evaluate?
As an integration team member, we mostly utilize the Workato platform over MuleSoft and Dell Boomi. However, in the future, there may be considerations to adopt one of those platforms in conjunction with Workato.
From my experience, I highly recommend using Workato because it offers cost efficiency compared to other iPaaS technologies. The training process for newcomers is easier compared to using Dell Boomi or MuleSoft. Workato is simple enough to train individuals on, and its tool efficiency is enhanced when an experienced person manages it. Overall, I suggest businesses adopt Workato over alternatives such as MuleSoft and Dell Boomi.
What other advice do I have?
Currently, we primarily utilize the NetSuite SOAP connector for many projects in my company. By using this connector, the NetSuite team internally creates some saved searches and provides REST API calls. We then utilize the HTTP pre-built connector in Workato to make API calls, process the information, and send it to the destination system. Using the pre-built NetSuite SOAP connector enables us to execute saved searches or SQL queries, allowing us to search for data cost-effectively for clients without requiring new connector purchases. I rate Workato a nine out of ten.