Ephesoft Transact vs OpenText Operations Orchestration comparison

Ephesoft Transact vs. OpenText Operations Orchestration

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Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Automate

Featured Reviews

Anabel Marco

Account Director at a tech services company with 11-50 employees

Automates processes efficiently with cost-effective scaling and robust customer support

Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.

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Yogesh Shendage

OCR Developer at Hexaware Technologies

A stable and scalable smart content acquisition and data classification solution with a useful inject feature

I would advise potential users that Ephesoft Transact is an easy tool to handle. The UI isn't complex, and even if everything isn't handled at the UI level, they can work with the script. You can also handle issues with scripts. I believe Ephesoft Transact is one of the best tools because the UI is an easy one. The UI-level design makes it easy to handle the development and the superior Ephesoft support system. They will give you quick support to resolve issues and provide training materials. They will train the developer, and after training the developers, they will also support them. That's a good good thing that I saw. Initially, when I joined this project, I also had less knowledge. But with the help of this support system and the training material, I now have superior knowledge. On a scale from one to ten, I would give Ephesoft Transact a nine.

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Ahmed Salman

Performance & Monitoring Supervisor at Saudi Telecom Company

Increases productivity with automation and robust orchestration capabilities

The community is very powerful, with extensive knowledge bases available. There are ready-made workflows, integration with other products, a nice user interface, and reporting. The tool is flexible, agent-based or agentless. It allows significant automation and has robust orchestration and reporting capabilities. It is easy to configure and use, leading to increased efficiency across our IT processes.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"I actually quite liked the no-coding functionality."

"We have found the pricing to be very reasonable."

"This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects. These aren't available in other tools. It's a good addition to this tool and it gives the solution an edge on the market."

"The most valuable feature is the drag-and-drop interface, which is very Windows-like."

"I would rate the technical support as a nine out of ten because it is quite fast and courteous."

"We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly."

"The solution is continuously adding more integrations to help with workflows and bot and task creation."

"The most valuable features for my client are timing and scheduling."

More Automate pros

"I have found the keyword extraction to be helpful."

"Transact's best feature is its ease of customization."

"I like the inject feature. With desktop injects, we're doing all these things and extracting these things. Its stable, scalable, and technical support is good."

"In my environment, if I want to shut down all tools in one shot, I can create a workflow and run the workflow to shut down all tools in one go."

"The product is good functionality-wise. I am impressed with the tool's flexibility in customization."

"The community is very powerful, with extensive knowledge bases available."

"It has reduced the time taken to go to market. In the past, we were struggling with building these integrations, but now the process has sped up and there is an added advantage of quick delivery. In addition, it is an agent-less solution, which provides more flexibility in terms of multiple options."

"It's very stable. If you ask me for the success rate metrics, it's more than 90% for both."

Cons

"We really need a free development environment for customers. Building and testing automation on production isn't ideal."

"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."

"The documentation is not that great."

"The solution has a very weak knowledge base."

"I believe we need to test various OCR tools that assist in evaluating, let's say, six different customer resyncs. We analyze their spending patterns and documentations, but current OCR support has limitations, requiring highly standardized documents, which isn't always the case. With a more advanced OCR system, we could improve processes related to credit risk management and legal matters. We're exploring how to integrate Fortra's Automate with our CRM platform, taking cues from instances where Salesforce seamlessly merged with Automate. However, we use a different CRM, Insight for New Enterprise, and we're seeking ways to connect the automation process within our CRM. We aim for the automation to continue smoothly, even in instances where traditional automation methods might face hurdles."

"The interface could be more user-friendly and easier to navigate."

"Some companies have asked for voice integration. This is likely part of the roadmap."

"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."

More Automate cons

"It's not easy to train."

"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."

"Their email service and extraction could be better. We get the input via email, and these emails contain different types of documents like Excel, PDF, or they may contain different content in the email body. Due to this variation, sometimes the email service crashes, and emails aren't redirected to Ephesoft Transact. Ephesoft has provided us with new hotfixes. Whatever flaws we found in the 2019.2 version, they have already updated it in the new version, 20.1.05, and it's already released. Drawbacks like not capturing the handwritten fields are now sorted."

"The tool's UI needs to be improved. It needs to have better administration features in future releases."

"The price is an area that should be addressed because the price is high."

"There were a lot of scalability issues that we initially faced. Whenever I tried to deploy 100-200 endpoints, it became a huge challenge. We had to actually start using other tools like Tivoli Endpoint Management in order to patch the issues."

"Only the tool's support can be a drawback where improvements are needed."

"I would prefer the addition of ready-made workflows for common scenarios such as Oracle database switchovers or Exchange server scenarios."

Pricing and Cost Advice

"Once you buy the software, you just pay for the support for backend help."

"The pricing is quite reasonable. We can run the process with one bot. The limitation is at the server level because they have some resources, and sometimes that is enough. It isn't too expensive, so you can get a good return off of one, and you can also have a pack of five bots that is quite competitive."

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."

"It has gone up in price. The price of Fortra's Automate has increased since we first started using it. It does a lot but also costs a lot. It was a lot more affordable before Fortra owned the software."

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."

"While solutions like UiPath and Blue Prism cost around $11,000-$12,000 for each license, this product costs around $7,000 and you can keep it forever."

"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."

"It comes with a package that costs approximately $20,000 USD per year."

More Automate pricing and cost advice

"Transact's pricing could be better for smaller customers."

"Initially, when I got a licensed copy of Ephesoft Transact, it was for one year. After one year, we had to send an email to the Ephesoft team informing them that our license was going to expire. They updated it and provided one license in our file, and we had to update and install the folder. They have versions for one year and lifelong as well."

"The tool is expensive. I rate the tool a six if one is cheap and ten is very expensive."

"The cost is very high compared to anything else available."

"I do not have experience with the pricing or licensing of the product."

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850,028 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

13%

Manufacturing Company

Healthcare Company

Computer Software Company

18%

Financial Services Firm

16%

Retailer

Government

Financial Services Firm

27%

Computer Software Company

10%

Manufacturing Company

Healthcare Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

Questions from the Community

What do you like most about HelpSystems AutoMate?

We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.

What is your primary use case for HelpSystems AutoMate?

I am a consultant and I am making a lot of processes in human resources, payroll, certifications, trainings, web scra...

What is your experience regarding pricing and costs for Fortra Automate?

The pricing is quite good compared to its competitors. Competitors are often more expensive than Automate. I would ra...

What do you like most about Ephesoft Transact?

I have found the keyword extraction to be helpful.

What is your experience regarding pricing and costs for Ephesoft Transact?

The pricing is fair. It's not too expensive. I'd rate the solution seven out of ten.

What needs improvement with Ephesoft Transact?

The configuration can be a bit much. The AML engine part could be better. It's not easy to train. It's not so easy to...

What is your experience regarding pricing and costs for Operations Orchestration?

The pricing is medium, and the automation helps in cost and time savings, resulting in substantial value for money.

What needs improvement with Operations Orchestration?

I would prefer the addition of ready-made workflows for common scenarios such as Oracle database switchovers or Excha...

What advice do you have for others considering Operations Orchestration?

This tool serves as a central management hub, allowing seamless control of various IT processes via one console. I ra...

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Product Reports

Automate

Download Automate product report

Intelligent Document Processing (IDP)

Download Ephesoft Transact product report

OpenText Operations Orchestration

Download OpenText Operations Orchestration product report

OpenText Operations Orchestration report

Also Known As

HelpSystems Automate, Automate

No data available

Micro Focus Operations Orchestration, Operations Orchestration, HPOO, HPE Operations Orchestration

Overview

Automate offers a user-friendly solution with a drag-and-drop interface for efficient task automation and integration with major platforms like SAP and Azure, making it ideal for quick deployment with minimal coding and training.

Automate provides powerful features for businesses seeking efficient automation, offering compatibility with databases, email integration, and cloud platforms. Its simple interface supports both beginners and experienced users, simplifying tasks like invoice processing, HR automation, and data transformation. Cost-effective pricing and flexible licensing enhance its appeal while integration capabilities and scheduling tools ensure smooth workflow automation.

What are Automate's Key Features?

Drag-and-Drop Interface: Simplifies automation with intuitive design.
Integration Capabilities: Connects with platforms like SAP and Azure for seamless data flow.
Database and FTP Triggers: Enhances automation potential through direct data interaction.
Efficient Scheduling: Automates tasks with precise timing and control.
Web Scraping: Automates data extraction for quick analysis and reporting.

What Benefits and ROI Should Users Expect?

Rapid Deployment: Minimizes coding efforts for quick implementation.
Cost-Effectiveness: Offers flexible pricing models to suit budget constraints.
Operational Efficiency: Reduces manual workloads and enhances productivity.
Comprehensive Integration: Facilitates improved data management across systems.
Scalability: Adapts to growing business needs with ease.

In industries such as healthcare, banking, and logistics, Automate is used for tasks like invoice payment automation, data transformation, and task automation. This leads to streamlined processes and reduced manual workload, illustrating its value in enhancing operational efficiency through diversified workflows.

Fortra

Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Once the data is unlocked, Ephesoft classifies it and easily export the data into any ERP, Content Services, RPA, Workflow or other repository.

Customers who have a high volume of valuable documents like invoices, records, contracts, mail, claims or loans, can benefit by accelerating and streamlining processes, eliminating manual data entry and boosting productivity. It’s time to automate your processes and get work done faster.

Ephesoft

OpenText Operations Orchestration (OO) automates, integrates, and orchestrates any IT process, on cloud or off. Automate using low-code/no-code workflow authoring options. Integrate with an API rich, extensible platform. Centrally orchestrate powerful, scalable workflows.

With OO you can automate and orchestrate infrastructure automation and IT processes from service fulfillment to incident remediation, cloud service delivery, and disaster recovery.

Operations Orchestration offers the tools needed to provide enterprise wide orchestration capabilities:

Design automation workflows with a low-code/no-code designer canvas, content library, and API generator wizards.
Govern your automation in one place and centrally orchestrate powerful, scalable workflows in large, high availability environments.
Schedule workflows and make sure that SLAs are met and workflows execution happens when you need it.
Expose REST APIs to programmatically invoke orchestration from any external source.
Automate difficult interfaces with RPA robots that mimic screen based human actions.
Follow business and operational metrics to understand the value and the health of your orchestration environment.
Expose orchestration scenarios as services to your end users in an easy to use Self-Service catalog.

Operations Orchestration offers the following components:

OpenText

Sample Customers

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories

Honda Logistics, Washington State Health Care Authority

Casablanca INT, Internet Initiative Japan, Railway Information Systems, Samsung SDS, and Turkcell.

Ephesoft Transact vs. OpenText Operations Orchestration