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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
30
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) (21st)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
reviewer2155206 - PeerSpot reviewer
Average solution with good workflow but needs to improve machine learning
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 train the system. If it's not trained, the accuracy will be off. They need to improve data quality. They need to start from scratch with the AML. They need to add on the document processing tool. It's getting there; it just need to be expanded. I haven't used the reporting too much. However, it would be helpful to have it more robust. The solution does require a lot of RAM.
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 use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"The intuitive interface of Automate has an intuitive design which makes it easy to learn and use even without a strong technical background, and it has a drag and drop interface which makes everything so easy and straightforward."
"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."
"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."
"It gives us a central place to schedule tasks and run them distributed."
"The peace of mind I have using Automate for scheduling tasks allows me to focus on other responsibilities without worrying about operational issues."
"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."
"I find the ease of use from a programming perspective very valuable."
"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."
"The community is very powerful, with extensive knowledge bases available."
"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."
"The product is good functionality-wise. I am impressed with the tool's flexibility in customization."
"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."
 

Cons

"The user interface could be slightly enhanced to make it more modern."
"The technical support could be better. We suffer from language barriers, as we are in Argentina."
"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."
"The OCR for Hebrew text needs to be improved."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"Fortra's Automate is not as reliable as I would like it to be."
"Regarding customer support, I face challenges sometimes. They're not always available, and you may need to wait for assistance, but overall their support is acceptable."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"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."
"It's not easy to train."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"I would prefer the addition of ready-made workflows for common scenarios such as Oracle database switchovers or Exchange server scenarios."
"Only the tool's support can be a drawback where improvements are needed."
"The tool's UI needs to be improved. It needs to have better administration features in future releases."
"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 price is an area that should be addressed because the price is high."
 

Pricing and Cost Advice

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"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."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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."
"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
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
20%
Government
12%
Insurance Company
10%
Performing Arts
8%
Financial Services Firm
22%
Manufacturing Company
10%
Government
8%
Healthcare Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise8
Large Enterprise4
No data available
By reviewers
Company SizeCount
Small Business4
Midsize Enterprise2
Large Enterprise20
 

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?
My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate...
What is your experience regarding pricing and costs for Fortra Automate?
Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've ...
Ask a question
Earn 20 points
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: September 2025.
869,566 professionals have used our research since 2012.