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Head of Process Innovation and Robotic Automation at a tech services company with 1,001-5,000 employees
Real User
Enables us to very quickly move automation to production, but needs PDF integration
Pros and Cons
  • "It's not inclusive, in terms of automation, you can just do it standalone, in its own silo. It's not going to force your existing system or teams, your admin teams, to create new IDs for you or even force them to create new services or APIs for you or expose something from there. They can just keep the way they are doing it right now, but you still automate it."
  • "Extensibility is the key, especially in terms of the Recorders feature that we have. That should be browser independent. Enhance it because some people have Chrome, some have Internet Explorer, etc. Also, integration with PDFs: Not just the ability to read information from PDFs but the ability to write information from PDFs, make it secure, sign it, etc. Finally, if they can allow a token exchange inside the tool itself, that would help."

What is our primary use case?

There are a lot of legacy applications which are not modernized in terms of exposing APIs or services. Those are the places we are using Robotic Automation a lot.

How has it helped my organization?

Speed. That's the key. When you create a transformation-type of a program, just the discovery itself usually takes between six to eight weeks. But in six weeks you can actually take a robotic solution and move it all the way into production. So speed is definitely the key here.

Cost as well, not just from a software perspective, but cost from an enterprise perspective. Since it's not inclusive, in terms of automation, you can just do it standalone, in its own silo. It's not going to force your existing system or teams, your admin teams, to create new IDs for you or even force them to create new services or APIs for you or expose something from there. They can just keep the way they are doing it right now, but you still automate it.

So speed and agility in terms of not having inclusive automation, both really help.

What is most valuable?

The ability to do screen-level automation becomes key, and people can connect to it. Especially extracting data from a legacy application, putting information into an Excel, running some macros, etc. Those are well-defined use cases from an RPA perspective.

What needs improvement?

Extensibility is the key, especially in terms of the Recorders feature that we have. That should be browser independent. Enhance it, because some people have Chrome, some have Internet Explorer, etc. Allow it to be browser independent.

Integration with PDFs: Not just the ability to read information from PDFs but the ability to write information from PDFs, make it secure, sign it, etc.

An additional enhancement would be: How do you connect to your Microsoft Exchange Servers? Right now, the connection forces Microsoft Exchange to expose a port. Some enterprises are not allowed to expose a port, so it has to go through the firewall and security and token assessment.

And that's another thing: If they can allow a token exchange inside the tool itself, that would help.

Buyer's Guide
IBM Robotic Process Automation (RPA)
June 2025
Learn what your peers think about IBM Robotic Process Automation (RPA). Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
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What do I think about the stability of the solution?

This solution is still evolving. It is going through the rounds right now. We hope it will become more stable, but right now, since it works on the laptop, it has a lot of dependency on your browser or what type of operating system you have. Sometimes it has dependency on your credentials - are you using a network type of an ID or a local ID, etc. The use case has to be selected properly and then, accordingly, once you scale it up, it works fine. But the use-case selection becomes key here.

What do I think about the scalability of the solution?

Just from an IT perspective, increasing the number of bots or reducing the number of bots on demand is a click of a button. It's as simple as that.

But from a business perspective, scalability takes a different meaning altogether because they want the same kind of bot to do a variety of different use cases. The key comes out in terms of design. At our company, one of the key things that we do regarding bots is to lay out the governance structure and always think from a microservices architecture perspective. Once it is from a microservice architecture perspective from the business side as well, it just looks like Lego blocks. You just combine them together and complete the use case and it becomes more scalable.

How are customer service and support?

From an RPA perspective, since this tool is kind of new, there are a lot of incidences that we have discussed a lot with IT support. Right now, in version 11.2, the Control Room gets disconnected frequently, so we are working with IT support on that. Earlier, we had an issue where we wanted to put information into a PDF document and, again, we worked with IT support to get a solution and work around that. So there have been a variety of use cases where we have had to work with and rely heavily on them to give us solutions.

How was the initial setup?

The setup is a little complex as compared to Blueworks Live but it is not as complex as IBM BPM or IBM ODM. From a structure perspective, you still go through creating your three layers - your Bot Creator, Bot Runner, and your Control Room - along with the database. So from a structure perspective, you're still going through the same stages, but the tool itself is so small compared to the size of IBM BPM that it's not very difficult to install. Typically, we allocate two days for installation, which is about 16 hours of effort to do the installation in a test environment.

Which other solutions did I evaluate?

There are a lot more options in the market. For example, Pega. If our clients already have a Pega product, especially the BPM side of Pega, they are often inclined to take Pega's RPA. Then there are the integrated products like Kapow from Kofax. If they already have a Kofax solution, Kapow comes as RPA-based so it's all integrated together and they use it. Then there are standalone products as well in the market, such as UiPath, WorkFusion, and Blue Prism. 

Out of all these, UiPath and Blue Prism are the current contenders. Kapow is up and coming and has great potential.

What other advice do I have?

In terms of advice, every tool has an issue. We have evaluated multiple tools and every tool had an issue from a scalability perspective as well as from extensibility perspective. There is no reason not to go with Automation Anywhere. The use case selection is the key. If your use case is heavy on document management, I may not be inclined to suggest Automation Anywhere, but if it is more on the integration side of it, definitely go with IBM RPA.

We are solely working with an IBM product for this solution.

In terms of the important criteria when selecting a tool like this, the starting point for our customers is cost. The other thing that comes into it is the security aspect and, "What will happen to my human workforce if I put bots in there?" It depends upon what the enterprise objectives are. Operational cost saving is definitely a done deal when executing excellent RPA, but in terms of enterprise goals, the overall operational cost on the human side, it's completely based on the business case, and how they want to manage it.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner.
PeerSpot user
it_user845691 - PeerSpot reviewer
Head of Data Science at a pharma/biotech company with 10,001+ employees
Real User
Automate mundane tasks improving efficiency and reliability
Pros and Cons
  • "The most valuable feature is the ability to automate mundane tasks. This improves efficiency, reliability, etc. You can form critical operations which can be highly automated."
  • "The initial setup is straightforward."
  • "We would like more focus on understanding AI and how it can be used to manage exception handling."

What is our primary use case?

We use robotic process automation for automating financial services processes, so back office processes for accounts receivable, accounts payable, etc. We are at the PoC stage at this point. 

The performance has been good. We are still in the early stages. One of the challenges that we have solved is helping to replace individuals with robots or bots, so we can free up capacity. We have not had any attrition; we have simply taken on more work. Therefore, it has been helpful. 

What is most valuable?

The most valuable feature is the ability to automate mundane tasks. This improves efficiency, reliability, etc. You can form critical operations which can be highly automated. 

At this stage though, we are not using AI. I think that is the next step. Today, we are mostly focused on taking the human element out of processes. The next step for us before we can deploy to scale will be solving for exception handling. We think AI can help with this. 

What needs improvement?

We would like more focus on understanding AI and how it can be used to manage exception handling. 

For how long have I used the solution?

Trial/evaluations only.

What do I think about the stability of the solution?

We have not really explored it as much as we would like yet. That is something we are going to start focusing on. We wanted to try it out as a PoC to see how it worked. So far, it has been good. 

Which solution did I use previously and why did I switch?

We were not using anything previously. We just tried this solution.

How was the initial setup?

The initial setup is straightforward. I don't think there are any issues with the product usability.

I think it is more about the features: How we leverage them, then how we apply them at scale in our enterprise. There is a lot more focus on change management when you are bringing robots in, e.g., people start getting concerned about losing their jobs. 

What about the implementation team?

We worked with a local partner.

Which other solutions did I evaluate?

No.

What other advice do I have?

Focus more on change and make sure that there is buy in to try it out. Use a PoC model (proof of concept model), otherwise it gets really challenging to implement it at scale. 

Right now, we have more pull than push because people understand the worth of robotic process automation in financial services, and are not as threatened by it as they once were. 

Most important criteria when selecting a vendor: There were not that many vendors in the market, at least not in the consideration set. 

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Buyer's Guide
IBM Robotic Process Automation (RPA)
June 2025
Learn what your peers think about IBM Robotic Process Automation (RPA). Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
857,028 professionals have used our research since 2012.
it_user845679 - PeerSpot reviewer
Director at a consultancy with 10,001+ employees
Real User
Quick deployment, also helps reduce costs and save time in call centers
Pros and Cons
    • "Needs better integration with artificial intelligence or with machine-learning."

    What is our primary use case?

    For growth industries, the automation of call centers, service to the customer, these are the principal use cases.

    How has it helped my organization?

    The results in cost and time savings, the change in people, and the way they work.

    What is most valuable?

    Deployment is done in a small amount of time.

    What needs improvement?

    Better integration with artificial intelligence or with machine-learning.

    What do I think about the stability of the solution?

    It's stable.

    What do I think about the scalability of the solution?

    It's scalable.

    What other advice do I have?

    What's important for me when selecting a vendor are the price and the benefits.

    I am a strategist. So, I have to define a strategy for different companies. Not for buying, I myself am not going to buy. But I am going to recommend to my clients, the companies, that they use a vetted RPA automation.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    VP, Digital Workplace Strategy at a financial services firm with 1,001-5,000 employees
    Real User
    The simplicity means our developers - and business users - have quickly adopted it
    Pros and Cons
    • "I think simplicity is key. One of the things that we've noticed is how our developers have been able to quickly adopt the platform; but not only the developers or the techy people, also the business."
    • "One of the things I would definitely like to see is more of the machine-learning and cognitive capabilities. For example, now that we're starting to automate more and more tasks, there are some things that still require us to go back and modify the robots when we need to. But if we had more of the machine-learning integrated into it, I believe it would be easier to maintain, so that we wouldn't have to go back and adjust every time."

    What is our primary use case?

    One of the things that we're doing is trying to automate a lot of processes that, today, happen in a very manual way with paper. We're trying to take advantage of our human resources and apply them in better places, in more value-added activities that truly contribute to the customer experience. 

    We are trying to automate a lot of the decision-making that we have, and a lot of the old-school processes that take many, many clicks and that robots can do a lot faster and better than humans can.

    So far so good. The results that we've seen have been pretty positive. We are aiming, by the end of the year, to record about $10,000,000 in savings just by automating the processes that we have identified so far.

    How has it helped my organization?

    It allows us to transform the processes that we have so that, again, the simple tasks that happen on a day to day basis, but that are very time consuming, can be done by machines. Then we can have our people focus on the things that truly do matter, where we do need human creativity to make decisions.

    What is most valuable?

    I think simplicity is key. One of the things that we've noticed is how our developers have been able to quickly adopt the platform; but not only the developers or the techy people, also the business.

    One of the things I want to do is empower different business units to be able to do their own automations, so that I, from IT, don't become a bottleneck, but rather I empower others and I enable others to be successful.

    What needs improvement?

    One of the things I would definitely like to see is more of the machine-learning and cognitive capabilities. For example, now that we're starting to automate more and more tasks, there are some things that still require us to go back and modify the robots when we need to. But if we had more of the machine-learning integrated into it, I believe it would be easier to maintain, so that we wouldn't have to go back and adjust every time.

    For how long have I used the solution?

    Trial/evaluations only.

    What do I think about the stability of the solution?

    So far, no complaints. 

    What do I think about the scalability of the solution?

    So far we've built 10 robots, so we haven't scaled it to the 100s, but from what I've seen on the architecture diagrams, and how we're building it, it seems like it's going to be scalable.

    How are customer service and technical support?

    I have not used technical support yet.

    Which solution did I use previously and why did I switch?

    I think it actually came out of The World of Watson last year or Interconnect. There was a lot of talk about process automation and robotics, so we had a couple of meetings with Accenture and KPMG. They were coaching us on RPA and that's where we started looking into different solutions that were available and that's how we got here.

    The most important criteria when selecting a vendor are

    • price
    • reputation
    • stability
    • simplicity.

    How was the initial setup?

    It was pretty straightforward. The packaging of the solution was pretty straightforward to just deploy. We're running it actually on Azure, on our cloud services, so we were able to get it up and running, I think literally, within less than half a day. It's also a PoC environment, but just getting that up and running was simple.

    Which other solutions did I evaluate?

    We looked at Blue Prism, which is provided by KPMG, and another one.

    Overall it came down to the simplicity, the security that was behind it, and it was also pretty competitive from a price perspective.

    What other advice do I have?

    I would rate this quality robotic process automation software a nine out of ten. I have to say I was pretty impressed with what I saw. I think now they can close the gap on bringing that climative angle into it, and that would make it a 10.

    I would say start small, do a PoC, try it out. Make sure that it meets your needs and then go from there.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    reviewer1213773 - PeerSpot reviewer
    Founder & CEO at a tech services company with 11-50 employees
    Real User
    Top 20
    Good support and scalable
    Pros and Cons
    • "The solution is scalability."
    • "IBM Robotic Process Automation should be more stable."

    For how long have I used the solution?

    I have been using IBM Robotic Process Automation for approximately three months.

    What do I think about the stability of the solution?

    IBM Robotic Process Automation should be more stable.

    What do I think about the scalability of the solution?

    The solution is scalability.

    We approximately 100 people working on this solution.

    How are customer service and support?

    I am satisfied with the technical support.

    How was the initial setup?

    I have found some of the deployments of IBM Robotic Process Automation are more difficult than others. Some deployments can take a few months.

    What's my experience with pricing, setup cost, and licensing?

    The license is paid annually.

    What other advice do I have?

    I would advise others to find a solution that best fits their use case.

    I rate  IBM Robotic Process Automation an eight out of ten.

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    BDM at a tech services company with 51-200 employees
    Real User
    An attractive package solution with unlimited use for some features but the integration needs improvement
    Pros and Cons
    • "The solution is very user-friendly."
    • "There are certain limitations in the solution for screen reading."

    What is our primary use case?

    We have implemented this solution for our pattern rule-based high-volume finance and IT department. 

    What is most valuable?

    Offers an attractive package with multiple benefits, like unlimited use of some features. The solution is also very user-friendly. We ordered Studio, OCR architecture, and more features that were bundled together for the user's-benefit. 

    What needs improvement?

    There are certain limitations in the solution for screen reading. Certain times it cannot read a Microsoft screen, and this needs to be improved. Integration of IBM RPA with Microsoft needs to be enhanced. 

    From time to time, the company has improved its features and package.

    For how long have I used the solution?

    I have been using the solution for more than three years. 

    What do I think about the stability of the solution?

    The solution is quite stable. 

    What do I think about the scalability of the solution?

    The solution is scalable. Around three to five people use IBM Robotic Process Automation in our company. 

    How are customer service and support?

    The technical support team responds very fast and is easy to reach. 

    How was the initial setup?

    The setup is generally straightforward but can become complex based on your execution plan.  

    What's my experience with pricing, setup cost, and licensing?

    The pricing is reasonable. I would rate the pricing a six out of ten. 

    What other advice do I have?

    The competitors of this solution, like UiPath, are more expensive. I would overall rate IBM RPA a seven out of ten. 

    Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
    PeerSpot user
    IT lead at proechos
    Real User
    A high-performing solution for extracting data from PDFs
    Pros and Cons
    • "The solution’s performance is good."
    • "The product's document readers must be improved to capture the data well."

    What is our primary use case?

    I use the solution to extract data from PDFs and upload it into Microsoft Excel.

    What is most valuable?

    The solution’s performance is good.

    What needs improvement?

    The product's document readers must be improved to capture the data well.

    For how long have I used the solution?

    I have been using the solution for six months.

    What do I think about the stability of the solution?

    I rate the solution’s stability an eight out of ten.

    What do I think about the scalability of the solution?

    The solution is scalable.

    How was the initial setup?

    The initial setup is straightforward. The setup can be done in an hour.

    What about the implementation team?

    The deployment can be done in-house. Once the development is complete, we need to download the source file and upload it to the production control room. The product does not require a technical team for maintenance.

    What's my experience with pricing, setup cost, and licensing?

    The product has a yearly licensing fee.

    What other advice do I have?

    I am using the latest version of the product. The product has two versions, one on cloud and the other on-premise. Overall, I rate the solution an eight out of ten.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Technical Lead | WDG projects at a tech vendor with 11-50 employees
    Real User
    Top 5Leaderboard
    The tool is reasonably priced and easy to deploy, but the administration of the environment could be better
    Pros and Cons
    • "It is a good tool for automation."
    • "The users should be allowed to create folders in Control Center."

    What is most valuable?

    The tool provides different options. It is a good tool for automation. Studio has many options. It helps us reduce development time. We do not have to code scripts.

    What needs improvement?

    The solution has to improve its features. The administration of the environment could be better. The users should be allowed to create folders in Control Center. Scheduling bots must be improved. The product does not provide an option to organize the scheduling bots in Control Center. It might be a little confusing if we use many bots. We don't have the option to put them in different folders. The logs in the solution could be better.

    For how long have I used the solution?

    I have been using the solution for two years.

    What do I think about the stability of the solution?

    I rate the solution’s stability a six out of ten.

    What do I think about the scalability of the solution?

    I rate the tool’s scalability a nine out of ten.

    How was the initial setup?

    The product was easy to deploy.

    What's my experience with pricing, setup cost, and licensing?

    The product is reasonably priced compared to other tools. The price could be better. I rate the pricing an eight out of ten.

    What other advice do I have?

    I will recommend the solution to others. It is a good tool for automation at a good price. The product has to improve the administration and Control Center. The product is less expensive compared to other tools like Automation Anywhere. Overall, I rate the solution a seven out of ten.

    Which deployment model are you using for this solution?

    Hybrid Cloud
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Buyer's Guide
    Download our free IBM Robotic Process Automation (RPA) Report and get advice and tips from experienced pros sharing their opinions.
    Updated: June 2025
    Buyer's Guide
    Download our free IBM Robotic Process Automation (RPA) Report and get advice and tips from experienced pros sharing their opinions.