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Ephesoft Transact vs OpenText Operations Orchestration comparison

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Comparison Buyer's Guide

Executive Summary

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
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Ephesoft Transact
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
Intelligent Document Processing (IDP) (19th)
OpenText Operations Orchest...
Average Rating
7.8
Reviews Sentiment
7.0
Number of Reviews
26
Ranking in other categories
Process Automation (24th), Robotic Process Automation (RPA) (20th)
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
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.
YS
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.
Ahmed Salman - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."
"The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."
"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 ability to connect to websites and pull data is the solution's most valuable feature."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"Web scraping is quite good since it offers a lot of possibilities."
"Compared to other vendors, it's the scheduling tool because a lot of vendors want to charge you extra for their enterprise-level license to have a scheduling tool built in to give you the ability to set up regular schedules to run and do certain data checks."
"We have found the pricing to be very reasonable."
"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."
"I have found the keyword extraction to be helpful."
"Transact's best feature is its ease of customization."
"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."
"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."
"It's very stable. If you ask me for the success rate metrics, it's more than 90% for both."
 

Cons

"I currently have three bugs open with them that I don't know if they are addressed in the new release."
"The product also has a limited use case in some respects."
"Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem."
"Fortra's Automate is not as reliable as I would like it to be."
"The documentation is not that great."
"Error messages should be better. For error status, there should be better documentation because a lot of times, error messages that you get are quite vague. For example, you get a message saying that the workflow has run into an unknown status, which is vague. It just tells you that it failed, but you don't know how or why it failed. It makes debugging difficult."
"I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice."
"The technical support could be better. We suffer from language barriers, as we are in Argentina."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"It's not easy to train."
"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."
"Only the tool's support can be a drawback where improvements are needed."
"The price is an area that should be addressed because the price is high."
"I would prefer the addition of ready-made workflows for common scenarios such as Oracle database switchovers or Exchange server scenarios."
"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."
"The tool's UI needs to be improved. It needs to have better administration features in future releases."
 

Pricing and Cost Advice

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"From a distributor's side, one of the biggest selling points is its price point. Without going into any numbers, compared to UiPath, Automation Anywhere, and Blue Prism, we're significantly cheaper. The main difference is that other competitors usually charge you per process. However, in Automate's case, it's priced per bot. So, a bot can run multiple processes at the same time, but you are only priced for a single bot."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"I believe the price falls within a reasonable range, which significantly influenced our decision regarding the product. This aspect is crucial for any technological solution, especially in our country where enterprises might be hesitant to invest heavily in something untested or uncertain about its practicality and potential returns."
"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."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"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."
"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."
"I do not have experience with the pricing or licensing of the product."
"The cost is very high compared to anything else available."
"The tool is expensive. I rate the tool a six if one is cheap and ten is very expensive."
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Top Industries

By visitors reading reviews
Financial Services Firm
12%
Computer Software Company
10%
Manufacturing Company
8%
Performing Arts
6%
Computer Software Company
22%
Financial Services Firm
12%
Government
9%
Retailer
9%
Financial Services Firm
23%
Manufacturing Company
11%
Computer Software Company
8%
Healthcare Company
6%
 

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?
The main purpose is for automation. That has been the purpose why I have been using it so far.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding pricing, it is very friendly. I would not say that it is really cheap or very expensive, but it fits within...
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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...
 

Also Known As

HelpSystems Automate, Automate
No data available
Micro Focus Operations Orchestration, Operations Orchestration, HPOO, HPE Operations Orchestration
 

Overview

 

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.
Find out what your peers are saying about Ephesoft Transact vs. OpenText Operations Orchestration and other solutions. Updated: July 2025.
863,331 professionals have used our research since 2012.