Fortra's Automate vs Pega BPM comparison

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Fortra Logo
1,959 views|998 comparisons
94% willing to recommend
Pega Logo
8,910 views|6,704 comparisons
90% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Fortra's Automate and Pega BPM based on real PeerSpot user reviews.

Find out what your peers are saying about UiPath, Microsoft, Automation Anywhere and others in Robotic Process Automation (RPA).
To learn more, read our detailed Robotic Process Automation (RPA) Report (Updated: April 2024).
769,789 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"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.""The licensing of the product is very good. You only need to license it once and then you have it forever.""The most valuable feature is the drag-and-drop interface, which is very Windows-like.""The solution is continuously adding more integrations to help with workflows and bot and task creation.""The interface is simple, user-friendly, and very intuitive.""It's very easy to use. That's a big selling point for it. It has got a drag-and-drop interface, so you can quickly deploy bots.""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 most valuable features for my client are timing and scheduling."

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"The most important features of Pega BPM are case management and claims management, and soon they'll also be offering claims processing. I also love Pega BPM in terms of performance. It's also one of the very few user-friendly solutions in the market. It may take some time to learn Pega BPM, but once you get a proper handle on it, tracking and managing processes become very easy anytime, anywhere. Pega BPM also has very good documentation you can use to learn the solution. Pega has a community portal that has complete information and explanations, and if you're facing a challenge, you can post your challenge on the community portal and get a resolution at the same time.""There is a feature to accelerate the development so that business analysts can directly create their user stories and assign the task to the developers.""The stability has been good. We haven't had any issues.""Overall, the ability to integrate with multiple applications and effective case management is the most valuable.""The solution has very helpful technical support.""The most valuable feature is flexibility, as we can configure it to best suit our requirements.""The most valuable aspect of the solution is the various workflows.""The robotic process automation has increased the confidence of business users."

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Cons
"Some companies have asked for voice integration. This is likely part of the roadmap.""The vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email.""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.""The documentation for errors needs improvement as many of the error messages we receive are very vague.""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.""It's possible that they could use a stronger community for seeking guidance and help.""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 workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."

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"The solution could be more scalable.""There is a scarcity of resources who have worked with this solution before.""There have been some performance scalability issues. Suppose you want to add more users. You go from, say, 800 users to 1,500 users, and sometimes that creates issues for which there is no clear explanation. To fix it you have to escalate it with customer service and sometimes the response is not up to the mark in resolving those issues.""The workflow automation can be slow, so there is room for improvement there.""It is not fully compatible with all versions of Internet Explorer, so sometimes, it does not work.""Currently, there isn't any feature I want to be added in the next release of Pega BPM because Pega always adds new features that my team welcomes and looks forward to learning. One area for improvement in the solution is the long learning curve, but after that, you'll find Pega BPM easy to use.""The pricing model needs to be improved. Right now, it's too expensive.""The main problem with Pega is that it is quite complex, so it is very difficult for the developer to learn."

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Pricing and Cost Advice
  • "Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
  • "I like the way this solution is priced because you can buy a license, or you can buy the software outright."
  • "It comes with a package that costs approximately $20,000 USD per year."
  • "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."
  • "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."
  • "From a distributor's perspective, one of the biggest selling points of Automate is its price point."
  • "The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
  • More Fortra's Automate Pricing and Cost Advice →

  • "Licensing is expensive. You need to wisely select between per user and per case."
  • "They have both on-premise and cloud licensing. If you are a small to medium company, go for the cloud option because that eliminates a lot of the setting up of your DevTest and performance environments, multiple environments, because you can buy that from Pega with the cloud option. So your setup time really goes down. If you're a large company, then you're better off putting it within your company. You have other skill resources within your company to create environments."
  • "They need to come up with licensing options. Right now they do have a cloud-based option, but the cloud prices I've seen are much more expensive compared to competing products."
  • "The licensing fees are based on the number of users."
  • "May be somewhat more expensive than other solutions initially, but should have enhanced return on investment."
  • "The price of this solution, including installation and configuration, is comparable to competing vendors."
  • "The pricing is pretty good, compared to other similar products."
  • "It's a user-based license where, as you scale the numbers of users, the price increases."
  • More Pega BPM Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
    Top Answer:I'm only involved in running the product and maintaining the systems, so I can't speak to the cost.
    Top Answer:There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own… more »
    Top Answer:You do need some preparation to be able to use all functions of Pega BPM. However, all users of this platform are in luck as it comes with good documentation and you can learn pretty much everything… more »
    Top Answer:My company has been using this tool for years and the only issue we have had, if you can call it that, was while setting it up. When we were setting it up initially, we had some drawbacks and could… more »
    Top Answer: Pega BPM can be considered overpriced for some; it all depends on the size of your company and the requirements of your customers. Sure, there are products out there that do the things that Pega BPM… more »
    Ranking
    Views
    1,959
    Comparisons
    998
    Reviews
    10
    Average Words per Review
    1,398
    Rating
    8.5
    Views
    8,910
    Comparisons
    6,704
    Reviews
    24
    Average Words per Review
    525
    Rating
    8.2
    Comparisons
    Also Known As
    HelpSystems Automate, Automate
    Pegasystems, SmartBPM
    Learn More
    Fortra
    Video Not Available
    Pega
    Video Not Available
    Overview

    Automate is an easy-to-use RPA software solution that boosts your productivity by transforming virtually any business or IT process. Get scalable automation capabilities whether you need a solution for one department, a small business, or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built and priced right for employee-driven automation for any organization.

    Automate allows you to get up and running fast with no-code automation for both GUI and back-end functionalities. Form-based development lets you quickly build bots and leverage over 600 pre-built automation actions. Powerful out-of-the-box API and native integrations bring together the applications that keep your business running. And with the Automate Recorder, easily build, update, and deploy robust, UI-driven automation. Plus, bots can be deployed as attended or unattended with concurrent execution of tasks—no restrictions.

    A Key Part of Fortra (the new face of HelpSystems) Automate is proud to be part of Fortra’s comprehensive portfolio. Fortra simplifies today’s complex business landscape by bringing complementary products together to solve problems in innovative ways. These integrated, scalable solutions address the many challenges you face in streamlining your operations. With the help of Automate robotic process automation and other solutions, Fortra is your relentless ally, here for you every step of the way on your automation journey.

    Pega BPM is a low-code process automation software product that helps organizations quickly build business applications that deliver the demanded experience by customers. This product is a business process management (BPM), process automation, rapid application development, and low-code development tool.

    Pega utilizes business process management (BPM) - a methodology to manage processes and workflows in an organization with the aim to increase work process results. The product implements BPM in the following steps:

    • Analysis: Through comprehensive analysis, the processes that can be created or optimized to meet business needs are identified.

    • Design: The design of a process aims to reduce errors and maintain relevant standard operating procedures.

    • Modeling: The process design can be modeled using various software tools.

    • Execution: The process model execution can be governed through a business rules engine.

    • Monitoring: Monitoring is performed to detect any issues and collect relevant data.

    • Optimization: The collected data is used to optimize and improve processes.

    Pega BMP utilizes this methodology to automate and simplify operations for companies and improve business agility. The solution can automate business operations such as business rules, mobile application development, reporting, case management, security, integration, and predictive and adaptive analytics. It can be employed on premises and in the cloud and allows for automating services such as accounts, marketing, and sales.

    Pega BPM Features

    Pega BPM has various features through which businesses can automate processes and reduce operational costs. Some of these features include:

    • Adaptive Decision Management: Through the support of data analysis concepts, this product feature allows users to make crucial decisions. It supports the retrieval of data automatically, facilitating real-time decision-making. It also provides the ability to make decisions at all times, depending on changes in the processes.

    • Automatic Code Generation: The programming time at a company can be reduced through this feature, as it generates application codes automatically. The feature offers industry-specific solution frameworks for developing applications and visual development tools, allowing business users to build apps. This enables the simplification of complex business processes by converting them.

    • Pega Omni-channel UI: The user interface (UI) of Pega BPM is a design-once and deploy-anywhere model. This means that any channel can be interfaced with the UI, as designs can be adapted to various parameters, including device, channel, or user.

    • Pega Live Data: This feature of the tool integrates all the business’s data, analyzes it, and summarizes it into formats suitable for presentation. The feature has a caching option, which improves data management by reducing the load on external applications.

    • Pega Situational Layer Cake: Through this feature of the solution, business processes can be adjusted regarding changes in customer type, departments, products, geographies, time, languages, and channels.

    • Pega Pulse: Through Pega Pulse, employees, partners, and customers can collaborate and solve issues simultaneously.

    Pega BPM Benefits

    Pega BPM has various benefits for businesses. They include the following:

    • Accelerates business processes by building applications in a timely manner.

    • Provides automatically tailored screens and forms for customers to improve user experience and engagement.

    • Can be utilized on various sources, including being moved from a data center to the cloud and vice versa.

    • The low-code functionality decreases the need for developer intervention and reduces the costs of outsourcing IT assistance and maintenance.

    • The tool offers a flexible UI that allows users to switch from web to mobile during all times of product usage.

    • The platform offers business scalability incrementation through quick application development.

    Reviews from Real Users

    Amarender C., a feature lead at a financial services firm, thinks Pega BPM is easy to set up with great documentation and training.

    Anoop S., a delivery manager at LanceSoft, rates the product highly because it is user-friendly and has case management and claims management functions; has good documentation and a community portal that help in learning the product and resolving issues.

    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
    The State of Maine, ANZ, Coca-Cola, Department for Environment, Food & Rural Affairs (DEFRA), ME, New South Wales, OptumRx, Texas Department of Transportation, UnitedHealthcare Medicare & Retirement
    Top Industries
    REVIEWERS
    Manufacturing Company14%
    Security Firm14%
    Financial Services Firm14%
    Insurance Company14%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Financial Services Firm13%
    Manufacturing Company9%
    Healthcare Company8%
    REVIEWERS
    Computer Software Company32%
    Financial Services Firm29%
    Comms Service Provider9%
    Manufacturing Company6%
    VISITORS READING REVIEWS
    Financial Services Firm25%
    Computer Software Company14%
    Manufacturing Company7%
    Government6%
    Company Size
    REVIEWERS
    Small Business55%
    Midsize Enterprise25%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business27%
    Midsize Enterprise16%
    Large Enterprise57%
    REVIEWERS
    Small Business8%
    Midsize Enterprise15%
    Large Enterprise77%
    VISITORS READING REVIEWS
    Small Business18%
    Midsize Enterprise9%
    Large Enterprise73%
    Buyer's Guide
    Robotic Process Automation (RPA)
    April 2024
    Find out what your peers are saying about UiPath, Microsoft, Automation Anywhere and others in Robotic Process Automation (RPA). Updated: April 2024.
    769,789 professionals have used our research since 2012.

    Fortra's Automate is ranked 5th in Robotic Process Automation (RPA) with 21 reviews while Pega BPM is ranked 3rd in Business Process Management (BPM) with 55 reviews. Fortra's Automate is rated 8.2, while Pega BPM is rated 8.2. The top reviewer of Fortra's Automate writes "Can automate several processes with only one bot and is easy to implement, administer, and use". On the other hand, the top reviewer of Pega BPM writes "Low code with great APIs and good flexibility". Fortra's Automate is most compared with Microsoft Power Automate, UiPath, MOVEit, Red Hat Ansible Automation Platform and Automation Anywhere (AA), whereas Pega BPM is most compared with ServiceNow, Camunda, Appian, Microsoft Power Apps and IBM BPM.

    We monitor all Robotic Process Automation (RPA) reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.