No more typing reviews! Try our Samantha, our new voice AI agent.
PeerSpot user
IT Analyst I at REDWOOD CREDIT UNION
Real User
Aug 27, 2021
Easily scalable with excellent technical support and good stability
Pros and Cons
  • "Last year, we added a second environment and the OpCon Deploy product. This has allowed us to build a testing environment. This has been a great addition for us as we can work through our workflows without disrupting our production environment."
  • "OpCon improves our daily operations by automating many manual functions."
  • "Upgrading to newer versions remains complex."

What is our primary use case?

We primarily use OpCon to manage daily activities, generate reports, and handle FTP jobs for our full-service credit union.

How has it helped my organization?

OpCon improves our daily operations by automating many manual functions. OpCon's ability to run jobs in our host system allows us to create simple, effective automation that requires minimal employee interaction - thus helping improve our efficiency and reducing errors. We also use it for many other systems and also to trigger various scripts such as PowerShell and Python.

The automation of manual tasks using OpCon has reduced human error. In any place that we implement OpCon Automation, it removes the ability for inputting something incorrectly, and/or it will throw out an error. If we are asking for input, if they put it in incorrectly, it doesn't then attempt to run the process. It stops and says, "You did this wrong." We have that ability to kind of put those parameters in there as opposed to entering something incorrectly and then not finding out about it until the next day like, "Oh shoot, we updated a parameter and we missed a zero." OpCon definitely gives us a better feel for that. We have on my self-service alone probably 40 jobs in here. Then in our daily list running, we have over a hundred schedules running different things on a day-to-day basis. So I don't know how I can quantify how much it's reduced but it's over 50%.

OpCon has saved time for our IT team overall. In just over the years that we've done it, we keep adding new things to it. As an example, we're getting better at writing scripts that we can then execute with OpCon to alert us to various things that might be happening either in a host system or something like that. Thereby that then reduces research time to try to figure out when something went wrong. You can get a little bit deeper into it if you start using the advanced failure criteria where you can then have it so that you can say, "Hey, if you see this exit code, do this." Doing a little job output parsing, finding some different ways to push out notifications that let us know that something's gone wrong well in advance of a department coming back to us and saying, "Hey, this report didn't print the way we wanted." Or, "This process seems to be off." It definitely reduces the time that we spend looking into these projects or into these problems.

With IT time freed up, our organization has been able to move forward with other business needs. The company is learning that the ability to automate some of these things is freeing up time. Even if we're doing short-term stuff, for example with the PPP loans, the loans that financial institutions were giving out to businesses during the pandemic to help out. There's a ton of work and paperwork that goes along with that. I've been working with them to help them build some automation so that to flag loans on particular loans for particular reasons, or to pull data to send to our main house, to send out letters. That's a small example of what we're working on there.

OpCon increased our organization's overall productivity. It's hard to quantify it from my position in a company of 758 people. I don't have the statistics for all the other departments.

What is most valuable?

Last year, we added a second environment and the OpCon Deploy product. This has allowed us to build a testing environment. This has been a great addition for us as we can work through our workflows without disrupting our production environment. 

Our users use the self-service features. We have a number of them set up and their self-services are actually called Solution Manager. My accounting group uses it and my payments group probably uses it the heaviest. A lot of times we use it for daily postings, either GL postings or we have various different payroll postings that the payments group has to process based on some accounting groups that we work with and things like that, that have to be done a little bit separately than the regular payroll postings that we do. That's just the tip of the iceberg, I do have it set up for a few other groups just to do things like upload or actually transfer files via FTP to other vendors. It's a one-step process where they've created a file and that file needs to be consumed in some way, either via our host system or sent out to a vendor.

The self-service feature reduces the complexity of the technical aspects of workload automation. We've been using OpCon since 2012. Being able to give somebody a self-service button that they can press to consume a file to run a process within our host system was a huge advantage. Before, somebody had to go into the host system, run a particular batch job, manually type some things in that could also then be typed in incorrectly and create problems. It's taken a lot of steps away from what used to be a very manual process. People in other departments are not always technically minded like we are in IT, it helps them to focus on what their job is as opposed to having to do their job and then understand how to run this whole major IT process.

The self-service feature definitely increased our user's productivity. I can remember when we had an eight-page checklist that we had to go down each item and run each of these, "Step one, do this. Step two, do that." And when we brought OpCon and that clearly reduced all of that daily having to go through a checklist. We actually had one person in IT, and their job for the day was to run the checklist. Once we went to OpCon automation, whether self-service or just fully automating some things, it reduced that checklist to basically nothing at this point.

What needs improvement?

Upgrading to newer versions remains complex. I am not sure if this can be streamlined however, as when the enterprise needs to be updated, typically, all associated agents throughout the environment also need to be updated. Also, all agents, connectors, etc. all need to be on the same version for compatibility. Good documentation of your environment as it grows is very important.

Buyer's Guide
OpCon
July 2026
Learn what your peers think about OpCon. Get advice and tips from experienced pros sharing their opinions. Updated: July 2026.
908,344 professionals have used our research since 2012.

For how long have I used the solution?

We've been using OpCon since 2012.

What do I think about the stability of the solution?

OpCon is a very stable enterprise. We have had very few downtime issues.

What do I think about the scalability of the solution?

Due to the fact that OpCon works with Windows and UNIX commands, it can be expanded into many areas along with embedding PowerShell scripts, etc. We continue to find new ways to utilize OpCon.

How are customer service and support?

I have worked closely with many technicians at SMA and all have been excellent and committed to finding solutions that work.

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

OpCon is an expensive and complex solution that will take time to learn. However, once it is in place, it removes many manual processes throughout the organization. It would be best to start small with the some of the main functions first and then build up from there.  

What other advice do I have?

We do not currently use OpCon's Vision features. Mainly because I've been doing it for so long and I learned through the older enterprise manager, that's where I spend most of my time. I do know that SMA has made a point of really moving the operational side of OpCon to their URL and more into the Solution Manager, which would then force us to really start using the Vision more.

It's like any other enterprise system, as they grow and we move things more to a more visual GUI type interface, then you kind of have to just grow with however the vendor grows. I'm looking at Vision like, "Do I really look at this? No." I don't even know if this is connected. We're not really set up for Vision yet so it's probably a while. It's down the road before we start using this.

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
PeerSpot user
Former Associate Dean of Enterprise Systems at PASCO HERNANDO STATE COLLEGE
Real User
Top 5Leaderboard
Apr 30, 2025
Enabled us to run a dark data center and reassign staff to other projects, and our productivity has increased with automation
Pros and Cons
  • "The whole product is valuable to us because of the integrations that it has with the MCP and the Windows environments. You have to have the agent on each one of them that you want to monitor. The integrations that we have created are along the lines of extracting files and sending them through SFTP to another vendor. Those are the things that were taking a lot of time away from my staff."
  • "Stability is an area for improvement. There are FTP agents that run on the MCP and they are there so that we can transfer a file from the MCP to the Windows environment or vice versa. Sometimes, and nobody has been able to figure out why, it just goes down, and all of my jobs that need it are hanging or failing... It would be very helpful if they could figure out what in the world is happening with that FTP client that's on the MCP."

What is our primary use case?

We have a very small IT shop. I have two helpdesk people, and four functional analysts. We were running all of our jobs manually. I had a nighttime operator and a daytime person in the operations area, and we started getting into more integrations and it was taking a lot of time away from staff to upload data to other vendors.

We also use it for resource monitoring when we are waiting for files to come in from other departments. As soon as they come in, we pick them up and process them and that's been a lifesaver, as well, for both the user department and for our department. 

We also use it to monitor emails.

We have the dependency with the Unisys MCP product and two Windows boxes that we have the agent on. So it's for multi-platform dependencies. We're trying to use it to the hilt and get as much bang for the buck from it as we can.

How has it helped my organization?

We now run a dark data center. All of our processing is done at night without anybody there. The majority of our jobs are automated. We couldn't do without it.

We had a sister institution that is on the same platform, the Unisys platform for MCP. I tried to get them to understand the benefits of it because it was just so hard not to have it. If we were to do away with it, it would be crippling.

It has enabled us to do other things. By not having to run jobs and submit data to other vendors, it leaves us with all of that free time so we can work on other projects. For instance, a person who was an operator can now start helping us with developing forms online, with workflows, or with some other integrations. It has changed the nuances of people's jobs. And it really has benefited the college because we don't have to have a nighttime person. We can reallocate those resources in another area.

It has saved IT staff time. It's also monitoring if a job fails and we get notifications immediately so that we can react, rather than having somebody sitting here watching the machine run and worry, "Did I miss something? Did that job fail?" It's actually monitoring all of those jobs, and letting us know if they succeeded or failed. And if you think about the nighttime staff that we don't have anymore, and the other monitoring that we would be doing during the day, it's probably saving us a good eight hours a day.

The automation of manual tasks using the solution reduces human error. Nobody has to think about, "Oh, did I do this check?" It's all within the workflows that we created. If there's an error, it could cost two hours of time in the morning to research and correct the problem. There still are errors, but they're more along the lines of, "I forgot to put it in the correct date," or something like that in the parameters. In making sure that everything runs step by step by step, it probably saves a good two hours, as far as error checking goes.

The Self Service feature is used by the payroll department. When they're ready for a payroll, they have a product called SMA Selector, a little dashboard we created to run payroll proof, and run the final. They can run it themselves when they're ready. That has helped a lot because they don't have to call us up and say, "Okay, we're ready for payroll." 

We also have a document management system and the reports go right into it through OpCon, after they finish, because of the automation of moving files back and forth. It's really saved on the payroll process as well. In terms of the Self Service feature reducing the complexity of the technical aspects of the workload automation, we still had to set it up, although that was very simple. And it has eliminated that hand-holding with the payroll department. They have everything at their fingertips. They can create the payroll and then they can run the payroll. Having everything there, they're in total control. They're self-sufficient.

OpCon has increased my department's overall productivity because of all of the things that we're doing through automation, and with all of the integrations with our LMS, our learning management system. We would not have been able to do what we are doing today if it wasn't for OpCon because things were so manual. Users outside my department don't know that prior to having OpCon, back in 2002, I had to have an operator run a job and then submit a file or files to a company every two hours. And each time it would take 15 minutes of their time. The users just knew that we had a schedule of things we we're doing. Now, since 2004 or 2005 with OpCon, that schedule has been automated and they don't know the efficiencies that we had in the IT department. The productivity increase was a good 50 percent.

What is most valuable?

The whole product is valuable to us because of the integrations that it has with the MCP and the Windows environments. You have to have the agent on each one of them that you want to monitor. The integrations that we have created are along the lines of extracting files and sending them through SFTP to another vendor. Those are the things that were taking a lot of time away from my staff.

Also, being able to push files through in different ways to different vendors, including FTP, is helpful.

One of the other features that we have is a smart starter so that users can start their own jobs from a little GUI pad that we developed for them.

But really, the whole product is valuable. If it lost any of the functionality we're using it for, it would be sad. Everything is beneficial to us. Everything that we need is here. There's already functionality for the things that we've wanted to do.

What needs improvement?

All the features that we need are a part of the Opconxps solution.

For how long have I used the solution?

We have been using OpCon since about 2004. We're a long-time customer.

What do I think about the stability of the solution?

Stability is an area for improvement. We just went to the new release. You have an agent that runs on the MCP, and you have an agent that runs on each Windows environment. You have SAM which is the manager of all of them, and it has to communicate with all of them.

There are FTP agents that run on the MCP and they are there so that we can transfer a file from the MCP to the Windows environment or vice versa. Sometimes, and nobody has been able to figure out why, it just goes down, and all of my jobs that need it are hanging or failing. It happens about once a week. They have not been able to resolve whatever the problem is. If we see that the job failed, we have to restart it. If it happens in the middle of the night, we're not going to know about it until the next morning. It would be very helpful if they could figure out what in the world is happening with that FTP client that's on the MCP.

Also, every now and again, the schedule builder, which builds out your schedule for the next day or however many days you're building it out for, fails. It has something to do with our virus protection. Because their customer service is so good, we're working with them and trying to figure out what the actual problem is, to get a resolution to that. They know about it and have been trying to figure it out, but it's been years and it's just one of those difficult things to troubleshoot.

What do I think about the scalability of the solution?

We have not scaled it. We haven't needed to add anything to the system. But you can add multiple agents. You have one main server that's monitoring all these other servers. The scalability is there but, of course, it's going to cost you to get additional licenses and to have other servers being monitored.

How are customer service and support?

Their customer service is really good. If we have any issues we can email them or we can call for support and they're there. They're our partner. They want us to be successful. Their turnaround time and knowledge are very good.

How would you rate customer service and support?

Positive

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

I was at a Unite Conference and SMA was there. I went over to their booth and started talking to them and learned that it was cross-platform, which I really liked. We gave it a trial for free for three months. They came out, they installed it, and they trained us. And we found that, wow, this is really great.

I report to the VP of finance. I don't even remember what the cost was back then, but I had to sell him on it. I was going to have to sell him on anything that was going to cost over $10,000. I told him about it and I told him what we were going to be doing with it and he said, "Yeah, let's do it. Let's see what it's like." After the initial three months I said to him, "We have to have this product because of all of the benefits that it has." I shared all of the benefits with him and that's when we purchased it. We were then able to move forward with automating all of our jobs on a daily and monthly schedule, or whatever schedule was needed.

How was the initial setup?

The initial setup was a learning curve. We had that three month trial and SMA sent somebody for three days to come out and train us and to do our initial setup. We told him this is what we want to do and these are the jobs that we want to automate. He sat with us and mapped out a solution. We worked with him and got hands-on knowledge of it.

It was pretty straightforward after we got through the learning curve. I'm a mainframe person and I come from a world where there is a terminal emulator and you're setting up workflows that are writing code, and that's how you would set up your job. When you go to something where you can just point, click, point, click, and add a few lines, that's totally different. So we had to be retrained and retooled when we first went to this product.

They have extensive documentation and training materials, right down to error codes and troubleshooting.

Our initial deployment was a matter of a week and we were running automations. As we moved forward, after we purchased the product, we expanded it and put more automation into the tool.

Our implementation strategy was based on the use cases that we wanted to solve. I saw how bogged down the operations staff were. When we were looking at the strategy of what we were going to put in the automation for the trial period, we focused on our biggest jobs and the ones that were most time-consuming.

What about the implementation team?

SMA provided a free evaluation period where the software was installed by SMA and we were trained by an SMA expert.  We saw, through the evaluation period, how the software would benefit us.  

What was our ROI?

We have definitely seen ROI. Being a dark data center, we don't have to have nighttime staff and we can reallocate our resources. That's significant, especially when you're talking about a small organization. Our organization has 500 permanent employees and we span five campuses spread out within a 30-mile radius. Running a multi-campus facility is very expensive. Over the past 25 years I have added two employees to the MIS staff. That's it. Having SMA, which costs me $10,000 a year, means I can shut down my nighttime staff and run that dark data center. Then, the people that were doing that night work can move to day and be more productive for me and do other things and improve their skill sets as well. The return on investment is definitely there.

And I had to prove it to my finance officers, too, before we purchased it.

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

In my last contract with Unisys, they tried to put SMA underneath my contract with them and I told them I do not want that. I want to deal with SMA by myself. I feel that I can negotiate better with them.

The price is the price. They offer architects and other people to come and install upgrades and such for you. What that has done for us is that it has helped us maintain a good relationship with them and also to get at their technical expertise and ask a lot of questions and such while they're on campus doing the installation and training.

The only cost beyond the standard licensing fees is when we need them to come out and do an install. We have to pay travel costs and for their technical expertise. But I do want that because we get their expertise.

Their pricing structure has changed since we became a customer.  It isn't a price per agent any longer.  It is a pricing based upon the companies workload/job scheduled.

Which other solutions did I evaluate?

I did evaluate another option. It was not at the scale of SMA because it was more of an automation tool for just the MCP environment. It didn't take into consideration cross-platform dependencies. OpCon was unique in that it not only worked on the MCP environment, but also on the Windows environments, which made it a much richer solution for us.

We haven't evaluated solutions since then. In Florida, you can stay with the same vendor. You don't have to go outside and look for other vendors. Just because the contract may end, say, every two years, you don't have to go out and search for another product. And there has been no reason for me to switch. I'm not unhappy.

What other advice do I have?

Make sure that you know what you want and that you understand what the product does so that you don't purchase more agents than you need or, on the other hand, that you don't purchase fewer agents than you need. Understand what you're trying to solve before you purchase the solution. That way, you know what you want to do. And if they still offer the trial periods or the pilots, take them up on that offer.

The biggest take away from using the solution is, "Why didn't I do it sooner?" when I think about all the time that was wasted. If I had known about it sooner, I would have purchased it sooner and saved even more.

As for integrations with our own products, such as our ERP, those are with our ERP. They don't have to come out of SMA at all. One of the things that we're currently doing is extracting the enrollment information for our LMS and that's through flat CSV files. We create user files, enrollment files, and course files and send them up through SFTP or cURL. Now that we're moving to a new ERP, that integration is going to be more real-time, so we're not going to necessarily need those within the SMA product anymore. It's going to be real-time to the LMS. I'm not saying that OpCon is going away, because it's not. We're still going to need other things that it provides, that our new ERP is not going to provide for us.

What we're going to be using OpCon for will be a little bit different than what we're using it for now. Payroll won't be using the Self Service anymore, once we go live with the new HR payroll system. It's going to be totally different. What we're going to be using OpCon for is more the integrations with other vendors that are not going to be out-of-the-box with the ERP. We're going to be creating command jobs to extract data using their APIs to create CSV files to then send to the vendor through SFTP. It's not going to be as significant on the running of jobs. It's going to be more of an assistance with the integrations that we're going to be running through the new ERP.

Overall, I can't say enough about the company and the product. It's amazing.

Which deployment model are you using for this solution?

On-premises
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
OpCon
July 2026
Learn what your peers think about OpCon. Get advice and tips from experienced pros sharing their opinions. Updated: July 2026.
908,344 professionals have used our research since 2012.
reviewer1662381 - PeerSpot reviewer
Information Systems Architect at Cornerstone Bank
User
Sep 2, 2021
Great self-service with a useful script repository error handling
Pros and Cons
  • "The end code response allows us to evaluate how a process finished, set the termination/end code appropriately, and then trigger further processing based on how it ended."
  • "Overall, OpCon has been an amazing addition to our automation toolbelt."
  • "More functionality within self-service would be greatly appreciated."
  • "In our environment, OpCon is much more expensive than it used to be a year ago."

What is our primary use case?

OpCon has primarily been used to automate our backend IBM and Windows processing. Largely, this involves file transfers, IBM i job submissions, Powershell scripts, and SQL queries. 

We use OpCon to build workflows of related processes to ensure that things are run in the correct sequence. Logic is in place to ensure errors are handled appropriately, and often automatically. OpCon's Solution Manager is also used to empower other users to initiate processes, where previously tech involvement was needed. 

OpCon is the glue that joins numerous processes and various systems into a single cohesive and centralized experience. 

How has it helped my organization?

In my department, OpCon has largely removed the human error from our nightly processing. Clicking or launching the wrong program is a thing of the past, now that OpCon has taken over the processing. When employee turnover occurs, items that have been handled by OpCon are no longer a concern, due to the fact that the process will continue to function as expected. 

Error handling and reporting have also been a great benefit. Often when things in our environment break, OpCon will generate a notification to us of the diagnosed problem. We also heavily use OpCon's IBM Message Management system to identify messages displayed on our i Series and respond appropriately. This ensures critical messages are seen as well as tracked when required. 

Self-service has also been a great benefit to us. We're able to build processes within OpCon and give the end-user the ability to initiate them with inputs. Where previously this couldn't be done due to the security concerns of giving the end user that capability, now we can grant a batch user used by OpCon those permissions. This enables us to keep tight control over permissions, but grant some extended functionality through Solution Manager. 

What is most valuable?

The self-service is great as it enables users to initiate processes within OpCon without giving them access to more functionality than required. It relieves stress off the technology department, as more users are able to facilitate their own processes without a call to tech.

IBM LSAM has a very robust set of tools to monitor and run the various processes on an IBM i mainframe. It has the functionality to mimic operator input and capture data off of the screen for evaluation. The two most heavily used features of the LSAM in our environment are the Message Management and Scan Spoolfile functions. These allow us to capture information from message logs as well as spool files and launch further processing through the LSAM or OpCon itself. 

The smart email allows us to retrieve emails from a specified account and triggers further processing. Again, it allows another avenue for external users to initiate processes without needing to contact us. 

The script repository enables us to hold "scripts" that can be run on various machines - Windows in our case. It supports versioning and documentation.

The end code response allows us to evaluate how a process finished, set the termination/end code appropriately, and then trigger further processing based on how it ended. 

What needs improvement?

It's a pricey product. The new license model gave us access to a lot of functionality that we're not likely to use any time soon. The cost of the product is now also determined by the number of jobs you run through the software. There are pros and cons to this method, but now I have to evaluate if a simple function is worth the cost to automate before doing so. 

More functionality within self-service would be greatly appreciated. We're needing to look at other solutions in conjunction with OpCon as the number of user inputs available within self-service doesn't always meet our needs. If self-service could be improved to pull information from OpCon to "pre-fill" inputs, that would also create a much more seamless and powerful experience. 

It would also be fantastic if we could create our own job subtypes. There are quite a few that come with the software, but being able to create your own would mean you could standardize how parameters are provided to executable programs/scripts. 

For how long have I used the solution?

I've used the solution for more than 4 years.

What do I think about the stability of the solution?

Very rarely do we experience anything that would make me question OpCon's stability. 

What do I think about the scalability of the solution?

It's very scalable, especially given the new license model which allows installation on "unlimited" Windows machines. However, detailed knowledge of the product may be required to make use of it properly. It takes time and experience to make great use of the software. 

How are customer service and technical support?

Usually, this is a positive experience, however, occasionally I feel like we're getting the run-around or being offered solutions that don't appear to be applicable to the issue. Very rarely is an issue not resolved within a week. 

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

We did not look at anything else of this caliber. We made heavy use of Windows Task Scheduler and the IBM Job Scheduler. The process worked, but everything was scattered and we really needed a centralized point of contact for all our automation.

How was the initial setup?

SMA was onsite to implement the software initially. Largely, this was straightforward and any bugs or issues that came up we were able to work through shortly after SMA left. 

What about the implementation team?

We had an internal team that worked with our implementation team from SMA to set up the product. SMA was incredibly knowledgeable of the OpCon ins and outs. Particularly the IBM contact with SMA was extremely impressive in their ability to provide robust solutions and bug fixes to problems in a very quick manner (often within a few hours of reporting the issue). 

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

In our environment, OpCon is much more expensive than it used to be a year ago. Licensing changes no longer allow us to automate to our heart's content in our "small" environment. Now, the cost to automate needs to be evaluated as new items are put into the software because it's likely you will be charged for them. 

Getting a good handle as to what SMA charges can also be helpful so that new processes can be created in a way that incurs a smaller expense. As an example, using a single script to accomplish what multiple jobs could do otherwise. 

Which other solutions did I evaluate?

Yes. We looked at Help Systems Robot.

What other advice do I have?

Overall, OpCon has been an amazing addition to our automation toolbelt. While current prices sting a little, given past pricing, it has been well worth the cost and peace of mind. 

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
it_user1661889 - PeerSpot reviewer
Works at a financial services firm with 501-1,000 employees
Real User
Sep 2, 2021
Reliable and easy to link processes monitor items
Pros and Cons
  • "Reliability is always important, and the reliability of the system is outstanding."
  • "A way to select multiple jobs in the UI for a quick change or to hold, release, et cetera, would be nice."

What is our primary use case?

The primary use was to automate and schedule batch processes for a banking core system. As OpCon is more capable than our previous job scheduler, we have automated more jobs. 

We quickly found it was capable of doing much more, and expanded the uses. As the ability to schedule processes is so flexible, we now use that to start SQL agent jobs, SFTP processes, file transfers, and backups. 

We also have automated daily processing on a loan servicing system as well, which lets is run batch processes during low usage times overnight without having staff scheduled for those times.

How has it helped my organization?

The biggest change was having a robust way to schedule critical processes. Once it was set up, things just worked. Input errors were eliminated and we can quickly see the status of jobs, with instant error reporting in case we have an issue. We were able to automate processes and increase productivity so staff could focus on more complex tasks and project work that move the organization forward. That, and the peace of mind of knowing things run on time, are the biggest improvements for the organization.

What is most valuable?

Reliability is always important, and the reliability of the system is outstanding. The ability to link processes, have dependencies, and monitor things like file arrival has let us automate some fairly complex processes that previously involved a lot of user time.   

Being able to do this, and present it to staff as a self-service button that takes one click to submit was a big win. We have a large number of files, from multiple vendors, that must be accessed through FTP, and being able to get these files, unencrypted, and process for reporting or ETL processes overnight has streamlined our mornings and lets us deliver reports much earlier than we would otherwise.

What needs improvement?

We don't have a lot of asks, and the limitations are typically in deficiencies of the APIs or interfaces on other proprietary systems. OpCon would let us, but some vendors don't have that attitude. 

A way to select multiple jobs in the UI for a quick change or to hold, release, et cetera, would be nice. For example, I was testing a process where after a job finished, a multi-instance job for splitting out 12 report runs. When I made my adjustment to re-run, I had to click on each job separately to restart. It was time-consuming.

For how long have I used the solution?

I've used the solution for about 5 years.

What do I think about the stability of the solution?

The solution is very stable. We have had no outages that I recall.

What do I think about the scalability of the solution?

It is highly scalable. We can't imagine pushing against any limits.

How are customer service and technical support?

We rarely contact support. When we have had to, its typically a very fast single call resolution. 

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

We had a different product, and it was limited. OpCon was less expensive and did more.

How was the initial setup?

The initial setup was straightforward and the learning curve was that after a few days building things in our test environment we rapidly moved jobs to live.

What about the implementation team?

We had an OpCon person on site, and the experience was very helpful.

What was our ROI?

The ROI is hard to quantify as it is so much a part of what we do, however, it does the equivalent work of a few staff members, for much less than the cost of one person.

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

We found it was a better value than our other option. I'd advise users to ask a lot of questions when setting up as chances are there is a way to do it. Having a lot of examples of processes was useful in expanding. We could copy a job, modify it, and be off and running. 

Which other solutions did I evaluate?

We compared this solution to our previous product ISE Enterprise Scheduler and spoke with other Opcon users.

What other advice do I have?

It always works and we rarely need support.

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
it_user1661898 - PeerSpot reviewer
TitleApplication Specialist II at a financial services firm with 201-500 employees
Real User
Sep 1, 2021
Reasonably priced with helpful technical support and great self-service features
Pros and Cons
  • "With a simple click of a button in self-service, the department or the user can complete his/her job."
  • "OpCon is automating everything for us; I cannot imagine working without OpCon to process our daily operations."
  • "I would like to see OpCon being accessible using a mobile app."

What is our primary use case?

Job automation is the primary use of this solution. Processing reports, running batch jobs, processing ACH, and all other daily operations are things we have automated using OpCon

Without this automation, I am not sure how possible it would be for the company to finish the nightly processing by doing it manually. Working 8 hours a day is not enough for us to complete our daily process. 

In addition, we are using OpCon for testing our Dev and QA environment.                                            

How has it helped my organization?

OpCon is automating everything for us. I cannot imagine working without OpCon to process our daily operations. 

With OpCon, we can still do other operational tasks, troubleshooting, projects, research, etc. Without OpCon, we will be up and working until the wee hours of the morning. We are only checking our OpCon if there is a failure. Without a failure notification, we are confident that OpCon is doing its job for the company in order to process our day-to-day operations.

What is most valuable?

Self-service is one of the features I like the most. The self-service feature allows us to give control to the users to execute the job we have set up for them. This eliminated the requests, either through a ticketing system or email, to run a specific schedule for the department. 

With a simple click of a button in self-service, the department or the user can complete his/her job. Users are loving this feature, too. They are liking the option that they have control over their process.        

What needs improvement?

I would like to see OpCon being accessible using a mobile app. This will increase the convenience for the administrator. Imagine it is a weekend and you are on call. A failure email was received. You will then need to grab your laptop, connect to VPN, and access the application to find out what is going on. If you are somewhere else, you will need to bring your laptop with you all the time. If the job can be fixed with few clicks, a mobile app will help the administrators to fix the job right away even if you do not have your laptop with you. 

For how long have I used the solution?

I have been using OpCon Enterprise Manager since I joined the IT team last 2012. Even before I joined the team, the company was using OpCon Enterprise Manager.

What do I think about the stability of the solution?

If you set your schedule right, you do not have to think about it until a failure occurs. The stability is good. The failure occurs mostly because the file that is being expected is not yet ready from the Core side or from the vendor side. 

The stability of OpCon is 100% stable.

What do I think about the scalability of the solution?

Any organization size can be managed by OpCon. Whether you have one product, one staging area, and one QA or multiple staging and multiple QAs, you can easily connect them and push anything into production with few simple clicks. 

How are customer service and technical support?

I do not have anything negative to say about their customer service or technical support. So far, all of them are so helpful. They will even send a follow-up email before closing the ticket. 

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

This is my first job scheduler/job automation application.

How was the initial setup?

When I started here, the OpCon was in production already. I am not sure about the complexity of the setup.

What about the implementation team?

When I started here, the OpCon was in production already. I am not sure how the application got installed. 

What was our ROI?

I do not have the numbers, but definitely, our ROI for having OpCon is high. To give an example, we are only two personnel on a team. We can manage the daily operations, attend to any system issues, do projects, and manage the core system ourselves.

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

Their setup cost, pricing, and licensing are fair. SMA Technologies will not charge you too much. I have the experience that SMA tailored the licensing for us according to our average yearly usage. 

What other advice do I have?

If you want to increase your daily efficiencies, consider OpCon. Give them a try and you will notice the difference from Day 1. Ther support is outstanding. You can call them 24/7/365. They value their SLAs. SMA staff are very friendly. 

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
it_user1661871 - PeerSpot reviewer
AVP of IT at a financial services firm with 51-200 employees
Real User
Sep 1, 2021
Unhelpful documentation, unhelpful support, and the failover doesn't work
Pros and Cons
  • "It seems like it would scale well."
  • "OpCon is relatively stable once running."
  • "Licensing would be the first part I would overhaul. Each time a new licensing paradigm comes out, more features are removed and costs are added. They "add" features that are rarely used and increase charges for the number of jobs run. I'm sure someone in finance got a raise for their brilliance but the end-users won't thank them one bit. Expect price hikes and threats when you hold them to account at every opportunity."
  • "Expect price hikes and threats when you hold them to account at every opportunity."

What is our primary use case?

OpCon is used as our primary scheduler for our Epysis core and related systems. We make use of user-initiated jobs from the web-based dashboard in addition to the core features of OpCon. A number of agents are installed on systems allowing OpCon control of tasks on those systems such as Powershell and SQL.

Automating file downloads is another area that is useful. Additional support for FTP clients outside WSFTP Pro would be a great boon to the software. There are a few others I wouldn't mind being able to test out.

How has it helped my organization?

OpCon has assisted in automating many tasks. Any number of task schedulers could also have performed the same function likely for a lower cost. This was the bundled scheduler with the system.

As users don't have access to the back end of OpCon (obviously) all issues that are automated become an IT problem. Plan to train your IT staff in all areas that will be automated.

The user-side web interface is nice, yet it l lacks read-only capabilities that are on the road map. Users will want to know the progress of their job but unless you're willing to give them admin control, they won't see it.

What is most valuable?

It schedules tasks.

What needs improvement?

The user-side web interface generally works but fails for more complicated tasks. Self-service buttons that are paid for to be created by OpCon support are not tested and left in a non-functional state. After four different SMA reps "fixed" it only to find when it was used that it still didn't work we simply gave up on some of the functionality.

Expect a lot of "the documentation says this will work" only to find it doesn't.

Failover is another feature that would be exceptionally useful if it worked. The database was corrupted and support has been unable to resolve it.

Licensing would be the first part I would overhaul. Each time a new licensing paradigm comes out, more features are removed and costs are added. They "add" features that are rarely used and increase charges for the number of jobs run. I'm sure someone in finance got a raise for their brilliance but the end-users won't thank them one bit. Expect price hikes and threats when you hold them to account at every opportunity.

Support could also use additional training. It is a bit of a crapshoot if support will be able to help or not. Seems they've been told to push their automation as a service which reduces the value of paying for support significantly.

For how long have I used the solution?

We have been using OpCon since 2019.

What do I think about the stability of the solution?

OpCon is relatively stable once running. We will give it credit there where it is due. 

What do I think about the scalability of the solution?

It seems like it would scale well. We are using an on-prem deployment with a failover.

How are customer service and technical support?

Tech support was excellent. It has since degraded in quality noticeably as the best techs were moved to automation as a service. 

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

I am unaware of the previous system used for our other core. It was prior to my tenure here.

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

Licensing was initially far better for small to mid-size operations. SMA has a need for additional funds so licensing went through a rather large hike. The setup cost was high but relatively fair if all the things in the setup worked. However, they didn't.

Which other solutions did I evaluate?

We purchased a package that included OpCon, unfortunately. We are now looking at other options and would advise others to do the same.

What other advice do I have?

Carefully consider all available options before settling on OpCon. Account managers were non-existent until new ones were hired that specialized in high-pressure sales. The best automation specialists were moved from support over to automation as a service, so expect lower quality support going forward unless you're shelling out for someone else to write the automation.

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
it_user1660983 - PeerSpot reviewer
Data Management Services at a financial services firm with 51-200 employees
Real User
Aug 30, 2021
Great on-demand access with helpful email notifications and good File Water features
Pros and Cons
  • "File Watcher can run jobs when files are made available in a folder."
  • "We could not work efficiently without OpCon."
  • "We would like a display of the created date, created by, and last modified date, as well as modified by."

What is our primary use case?

We primarily use JHA SYMITAR Episys (Currently running through EASE). Our Episys server is now hosted at Symitar and they run most of our OpCon schedules, and we run a version of OpCon in-house and connect to the Episys server at Symitar through OpCon "Ease Connector". We've used Episys Batch/On-Demand in-house job scheduling (2014-2019) and Episys Batch/On-Demand Ease Connector job scheduling (2019-present). We also use OpCon to schedule non-related Episys jobs, such as file transfers to/from vendors. Everything is automated.   

How has it helped my organization?

It has eliminated the need for a full-time Operator. All Batch jobs are automatically scheduled. We do not have IT Operators overseeing Batch jobs. All FTP's are done through OpCon also. We have OpCon set to notify the team by email if any job fails, or notify front office staff when a job is completed. Some jobs are scheduled with the OpCon feature "File Watcher" and will run a job when a file is present in a Network folder - eliminating the need for intervention by staff. If files are not present when they should be, OpCon can be set to let you know a schedule is past normal run time.

What is most valuable?

On-Demand access allows the front office to run jobs on their own, making it unnecessary to contact IT when they need on-demand reports run.

We get email notifications for failed jobs, jobs completed, schedules past run time, etc.

File Watcher can run jobs when files are made available in a folder. 

What needs improvement?

We would like to keep a previous version of a job/schedule just like UC4 used to do. 

We would like a display of the created date, created by, and last modified date, as well as modified by.

For how long have I used the solution?

I've used the solution for 7 years, since September 2014, and I have used 5 OpCon in-house and 2 OpCon EASE Connectors.

What do I think about the stability of the solution?

The stability is excellent.

What do I think about the scalability of the solution?

The scalability is excellent.

How are customer service and technical support?

Technical support is excellent.

How was the initial setup?

The setup is a little complex. We couldn't have done it on our own. You must work with SMA to get set up and have training, but once you become familiar with it you should be good to go. The only time we consult them now is when we are upgrading to a new version. The instructions have never allowed us to do it on our own.

What about the implementation team?

We have an in-house team for the in-house version.

We needed the Symitar OpCon team to work with us when we switched to Symitar Ease and to document all the schedules/jobs. 

What was our ROI?

We could not work efficiently without OpCon. It eliminates the need for full-time operators.

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
JeffSmith12 - PeerSpot reviewer
IT Manager at American Pioneer Federal Credit Union
Real User
Top 5
Aug 27, 2021
A powerful product that helps reduce human error with great technical support available
Pros and Cons
  • "Often times there are criteria that cannot be determined by the system, which allows a human to make the determination and use the Self-Service Solution Manager to trigger a job."
  • "We've saved thousands of man-hours with automation and reduced errors significantly."
  • "The products are extremely powerful and capable. Anytime you have such capability, the programming/configuration that goes into making it work can be complicated."

What is our primary use case?

The primary use case for us is automation. This platform has the ability to automate tasks between different operating systems (AIX, Linux, Windows, Apple). We use the products to automate tasks that interact with the Federal Reserve Bank, downloading files to be processed into our core banking solution, which is in an AIX-based environment. 

The system will also move human-readable report files to a Windows-based server, for reporting and historical-based purposes. The Self-Service Solution Manager allows users to initiate a task after other criteria are met even when that criteria cannot be determined by the automation system. 

How has it helped my organization?

Creating automation enables users to put their time and effort into areas more important than mundane tasks. In addition, automation reduces errors, by removing human mistakes. Automation tasks can be scheduled around the clock, so tasks can be set to run in the middle of the night (when system resources are more available or will less likely cause an impact to users). 

Errors can be reported in a variety of ways. We can set errors to be reported via text message (SMS) if the error is critically urgent or via email for errors less critical and time-sensitive. 

What is most valuable?

Self-Service Solution Manager enables automation to be triggered by a human, but still provides the benefits of reducing the workload of the user, and reducing the possibility of human error. 

Often times there are criteria that cannot be determined by the system, which allows a human to make the determination and use the Self-Service Solution Manager to trigger a job. 

This also helps restrict the permissions of the users that have Self-Service Solution Manager access to only areas or systems that they need. 

What needs improvement?

The products are extremely powerful and capable. Anytime you have such capability, the programming/configuration that goes into making it work can be complicated. 

Fortunately, the professionals at SMA Technologies are always willing to help. The technicians at SMA Technologies are available via telephone call or email for issues. Their response time is always in line with the critical nature of the issue. If I have a big project that needs dedicated support, I can request one of their consultants to provide assistance. 

For how long have I used the solution?

I've been with my company since September 2015 and have been using the OpCon automation solution that whole time. 

What do I think about the stability of the solution?

We've never had an issue with the stability of the platform. For example the platform/server itself has never been the point of failure. The only issues we've experienced is when the in-house human created configurations were done with errors. Even when errors are identified, the system produces an error output that helps determine the point of failure, so it can be resolved. 

What do I think about the scalability of the solution?

The server is based on a SQL database, so it has tremendous capabilities and the system can be scaled up by adding additional resources to the single server, or by setting up multiple servers to operate in unison. 

How are customer service and technical support?

Technical support is the best! They always prioritize the urgency of our issue, with the impact it has to our production environment. Their top priority is not allow our production environment be be offline. 

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

When I came to the company, they were already using OpCon. I had used this solution in a previous job, so I was thrilled to see it being used. In my opinion, there's nothing better. 

How was the initial setup?

The initial setup was complex, however, the SMA Technologies consultants are there the whole time, guiding the process, and making sure you'll have success. 

What about the implementation team?

We worked directly with SMA Technologies. 

What was our ROI?

We've saved thousands of man-hours with automation and reduced errors significantly. It's been money well spent.

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

This tool, like any other quality product, fits the idea of "You get what you pay for." The SMA Technologies consultants will help you get your money's worth of the products. 

Which other solutions did I evaluate?

We did not evaluate other options.

What other advice do I have?

SMA Technologies provides great products with extraordinarily great service. 

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
Sr. System Programmer at a insurance company with 1,001-5,000 employees
Real User
Aug 25, 2021
Great GUI, excellent technical support and very stable
Pros and Cons
  • "Thus far we have only had a few minor problems, all of which the vendor addressed quickly. We have not encountered any major problems. The product is very stable and reliable."
  • "We literally run our business on OpCon and as such OpCon needs to be, and is a 24/7 enterprise scheduling system."
  • "We are still in the early stages of our implementation, so at this point, I cannot see any needed improvements or features."
  • "We have found it difficult to have people rely solely on Solution Manager."

What is our primary use case?

We run thousands of processes/jobs on z/OS (mainframe), Unix/Linux, and Windows. In many cases, these processes have cross-platform dependencies. 

We also have two separate OpCon databases - one for production and one for development. This is the usual case of implementing and testing new jobs/schedules in development prior to promoting them to production.

We literally run our business on OpCon and as such OpCon needs to be, and is a 24/7 enterprise scheduling system. It cannot be down. Thus far, we have found it to be very resilient.

How has it helped my organization?

It is still early in our OpCon implementation, however, thus far it has shown its value in ease of use - both in terms of maintaining and implementing jobs/tasks and through its use of a relational database, which gives us enormous power in reporting and updating information.

Change does not come easily to people. That said, due to OpCon being a modern, graphical system our schedulers and developers have enthusiastically embraced it and this has made the transition from our previous system much smoother than we had anticipated. 

What is most valuable?

The most valuable aspects of the solution for us are:

The GUI. Our previous scheduling software had a graphical user interface but this was nothing more than an add-on. It constantly had problems and eventually was abandoned due to its unreliability. Since migrating to OpCon we are now in a purely graphical environment. This provides more information in a smaller space and makes administration a point-and-click process.

The Database. OpCon uses an SQL Server as its data repository. This has given us substantially more capability for reporting and updates.

The deployment. OpCon has a deploy concept which is a methodology to implement change management to schedules.

What needs improvement?

We cutover to OpCon from a previous solution approximately six weeks ago so we are still in the early stages of our implementation. That said it is difficult to ascertain what improvements could be made at this early stage.

If I had to select something I'd say that the web based interface, Solution Manager, should have more functionality. Enterprise Manager, the desktop interface is extremely powerful but SMA's strategic direction is Solution Manager. We have found it difficult to have people rely solely on Solution Manager.

For how long have I used the solution?

We recently migrated to OpCon from another vendor's scheduling system and have now been running our shop's tasks for approximately six weeks. 

What do I think about the stability of the solution?

Thus far we have only had a few minor problems, all of which the vendor addressed quickly. We have not encountered any major problems. The product is very stable and reliable.

What do I think about the scalability of the solution?

Scalability is dependent on the underlying database. Given that OpCon uses SQL Server, we are very confident in its ability to scale.

How are customer service and technical support?

Thus far, we have only had a few minor issues but the vendor's responses were quick - as were their solutions. We have no complaints.

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

We switched from a different vendor's scheduling system. We implemented a project that encompassed a requirements definition, a vendor questionnaire, demos, and finally a selection of a product.

We switched from our old scheduler for multiple reasons. First, the vendor was asking far too much money for an upgrade. Also, we found this vendor's support weak at best. Finally, we wanted something that presented a modern user interface, which the old system tried to implement but it was a poor attempt.

How was the initial setup?

We migrated from a mainframe-based solution using a proprietary database to a Windows-based solution using a SQL Server database. Given the enormity of this level of change, the transition and setup were remarkably smooth. I consider this to have been a straightforward setup.

What about the implementation team?

As part of our migration to OpCon we contracted SMA Technologies, the OpCon vendor, to perform the migration in concert with our scheduling team.

The SMA team was excellent. Their knowledge of SQL Server, z/OS and Windows was extraordinary. I cannot say enough good things about them.

What was our ROI?

As of right now, the ROI is undetermined.

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

Be sure to consider post-implementation costs. In our case, we contracted with the vendor for ongoing assistance given our lack of experience and manpower with a Windows-based solution.

Which other solutions did I evaluate?

We considered CA's Workload Automation but they would not return our calls. They had recently been acquired by another company so perhaps that had something to do with it.

We also considered Tidal Workload Automation but decided it was not a good fit for our environment.

We had previously attempted to migrate to IBM Workload Scheduler but could not make this work.

BMC's Control-M was given very serious consideration but we did not like the way BMC treated us. Control-M surely would have worked but the marketing team caused us concern.

What other advice do I have?

I highly recommend OpCon to any organization considering either a new implementation or a migration from a previous vendor's system. In our case we migrated from a previous system and SMA Technologies did what another vendor could not. It took six months and the cutover went remarkably smooth given the level of change.

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
it_user1608969 - PeerSpot reviewer
System Analyst at a financial services firm with 51-200 employees
Real User
Jul 22, 2021
Enables users to check the results, review, work any exceptions, and then continue the process just by clicking a button
Pros and Cons
  • "The biggest example in which OpCon has improved my organization is that we have to download and process files from the federal reserve several times a day. If we don't do it in a certain timeframe, we can be penalized. It's the fact that we can download these files, process them, get our accounting teams the information they need to work the exceptions that is one of the most important roles."
  • "ROI has been great."
  • "The initial setup is very complex, but that's not necessarily something that needs to be improved. I'm told that in the next version they're improving the upgrade process. So that's in the works already."

What is our primary use case?

We host OpCon on a virtual server onsite. We do not replicate to a backup database. There are some other redundancies built-in, but we just have a single production server.

Working at a credit union, it does all of our back-office processing. We have a smallish IT staff and we wanted to relieve the IT staff from having to do the daily manual processes that were in place at the time.

OpCon handles all of our automated loads, uploads, and integration with our core financial application. We have expanded it to use their self-service options so that users may generate reports on the fly, or they might have manual steps along the way in their process. It allows them to check the results, review, work any exceptions and then continue the process just by clicking a button. They really like that part. It also has given us the opportunity to allow users that don't have access to the core to generate reports from the core and have it usually placed in a network share for them or emailed to them.

How has it helped my organization?

The biggest example in which OpCon has improved my organization is that we have to download and process files from the federal reserve several times a day. If we don't do it in a certain timeframe, we can be penalized. It's the fact that we can download these files, process them, get our accounting teams the information they need to work the exceptions that is one of the most important roles.

It's also nightly processing. When we do our overnight processing, if there is a delay to a job, we can set up alerts to let us know that a particular job is running longer and the person on-call can log in, take a look at it, and see if everything is progressing normally or if there's a problem before it becomes a big issue the next day.

Having the ability to monitor the process along the way with checks on a job when it's too long, it didn't finish on time, or a dependency is missing has been very helpful.

OpCon saves our IT time. We eliminated our backroom processing, which would be all of the IT-related functions. So most definitely it saves IT time. Conservatively, it has saved two and a half hours daily just because of some of the things that we were doing for other departments and now the other departments can do that themselves. 

Since we implemented it in 2016, a lot of other tasks have been incorporated into it. So if those other areas would have wanted us to do those tasks, it would have added to our burden. If we have free time, they're going to find a way to fill it. It does free our time to do other things, to concentrate on things that require brain power rather than just entry.

Our overall productivity has also increased.

What is most valuable?

At its core, OpCon is a scheduler, but it can do so much more than that. The fact that it integrates with the core was the primary motivator in choosing this product. I was recruited for the position I'm at because of my experience with OpCon and my current company wanted to implement it.

Its flexibility would be the greatest benefit to it. You can really come up with some creative scheduling solutions. You're only limited by your imagination with some of the stuff. There are some limitations to it, of course, but I would say the biggest plus is the flexibility that it offers and its integration to the core. 

We use the self-service feature. We use it in our IT department, our mortgage department uses it, and our accounting department uses it. We're slowly introducing the features to other areas. As more users see it, I'm hoping more users will embrace it so that we can expand it even further.

Our mortgage servicing users use it to run their daily processes. We have an integration with FICS, which is the product we use for our mortgage servicing. So they're able to utilize it to generate reports and do their daily postings.

Our accounting department uses it for ACH and even to set the prompts to close the general monthly general ledger. Our lending department also uses it for some of their jobs to process uploads that go to other vendors.

It's very helpful for reducing the complexity of the technical aspects of workload automation. It can be used as a simple checklist where you click the button. There are some things about it that might be improved upon as far as adding some features. That would be some nice things. SMA has always been very responsive to those types of input.

The self-service feature increases users' productivity because some of the tasks that they still have to do manually are automated, but those manual checks give them a place to stop the process rather than having to do each step along the way annually. They still have those manual interventions that they have to do, but the self-service button allows them to put that check-in there so that they can do what they need to do and then begin a certain process rather than having to do the whole thing.

It has also reduced calls to our IT department with the way we're using it. Previously a process might require the user to email IT staff to have us do the next step, to upload a file, something like that. Now we're removed from that situation and they just do it themselves.

The same goes for the closing of the general ledger. It used to require notifying IT and then we'd have to set the job accordingly. Now IT is taken out of the mix. So the end-user department has control over that process.

The automation of manual tasks has without a doubt reduced human error. Whenever you can automate something, as long as you have it set up correctly, to begin with, you totally reduce the chances of transposing a number or something like that.

At my previous employment, once we implemented OpCon we pretty much eliminated one FTE position. The person didn't lose their job, but he had other tasks that he took on. They reduced the amount of workload by one person. That was a much larger credit union.

If we had to do all of this manually, it would add up because we've added more tasks than what we originally had.

For how long have I used the solution?

I have been using OpCon at my current employer for about five years and at my previous company for another four or five years as well.

We're on version 18.3 and we're looking to upgrade to the 20.0 version in the next month or so.

What do I think about the stability of the solution?

In the time that I've worked on it, I've had one problem where the transaction log locked up. That was seven years ago. It was a while ago. It's solid. You have to do your due diligence with your typical maintenance and paying attention to things, but it's a solid product.

What do I think about the scalability of the solution?

It seems to scale well, but then again we're limited. We only have one server.

We have people in our indirect lending who use OpCon. They deal with our auto loans. We have our mortgage department servicing mortgages. We have our accounting people that manage the ACH and they rely on it also for downloading reports from various vendors that we use. Our contact center uses it to run reports and retrieve reports from the core.

IT, of course, uses it. We manage everything for it. I use it for a variety of things from downloading reports to emailing to notifications. Most of our stuff is centered around the core. Most of our usage is centered on the core, but we're slowly branching out.

We have plans to deploy a failover server, and we also anticipate doing more with our order servicing software, automating more processes for that.

How are customer service and technical support?

Technical support has been great. They've come up with solutions and they're very timely. They seem to be good people too.

How was the initial setup?

The initial setup is very complex, but that's not necessarily something that needs to be improved. I'm told that in the next version they're improving the upgrade process. So that's in the works already. 

It integrates fairly well with things like basic scripting programs which is good. 

OpCon is very powerful. That means it tends to be very complex. It doesn't always translate to usability. You can do anything in any way if you have the time and the knowledge, but it can be tricky figuring out how it's done. I haven't used much of the APIs other than some of the connectors, but I hear they've got some good support that way. I don't have any one thing that I'd say would be an improvement upon it except for perhaps making the calendar, the scheduling functionality a bit more intuitive. Some of the ways that they implement the calendar functions aren't as intuitive as they could be.

For some jobs, the setup is very straightforward. For others, they required more complexity. I have some that when we first set it up, the complex ones were downloading our federal reserve files and processing those, but the technical account manager that assisted was great with working with us on that. 

Having them there with implementing it certainly is required. But beyond that, the people that I've encountered, even when I was at a previous employer, were always very good at helping us get through what we needed to do.

There have been times that I've sent in a question to their support and I'll get a couple of different people emailing me back saying, "Oh yeah, I heard about this. Have you tried this?" Everyone's very active in trying to assist clients if they have some expertise there.

We worked with both our SMA technical account managers and then we were assigned someone through Jack Henry Symitar Episys, through their automation group. 

Once we got everything implemented, I had time with my technical account manager to set things up, but prior, I had time with our core provider and their implementation specialist to go through our nightly processing the critical stuff and making sure we had everything set up. That was the baseline process to get us started. After that, it was up to us what we wanted it to automate.

They took care of our nightly processing and then our account manager helped me do some of the daily processes. Since I already had previous experience, there were a lot of things I felt that I could do. He'd come up with solutions for the things I didn't feel that way for.

The deployment took a week.

What about the implementation team?

It was through our core provider that we got the product. Since we went through them, that was the primary thing to get automated and they provided it in collaboration with SMA.

The people at SMA have been great as far as working with them. They're responsive. When I've interacted with them, they've always been great. The company has been very good.

What was our ROI?

ROI has been great. It does keep me busy because I'm the one who manages it, but it eliminates work for a lot of others. And my goal is to automate a lot of stuff so people can spend their time thinking about how to fix the complex stuff, not remembering that they have to do the little stuff.

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

The licensing has just changed recently. They just moved over to a new tiered pricing model and so I'm waiting to see what shakes out with that.

When we got ours, we had bought add-ons at the time, but with the tiered pricing, a lot of those add-ons are included. I'm not aware of any additional costs at this time.

The company had been recently sold and there were some hiccups with their new pricing, their tier pricing, but our salesman worked with us. Our account rep worked with us and got us something that both sides are agreeable to. OpCon does very well trying to do right by its client base. I can't fault that.

What other advice do I have?

Advice that I would give to people considering OpCon would be to really understand what your needs are, understand how OpCon can fit into your environment, and realize that it can be very complex and can become very cumbersome if you're not careful. You can automate a lot of things and have a lot of different processes automated, but you still need to document and have a clear goal as to what you're doing and why you're doing it.

Take the free training that they have. Go to the biannual conference they have. You can pick up a lot of information that way. Immerse yourself in the product, in the documentation, and understand what's going on with it.

Have a clear plan before you start doing anything on how you want to handle it if a job fails. Do you want to have it restarted? Do you want to have it notify someone? You have to have a clear plan on what you hope to accomplish with an automated task before you put it into production.

The biggest lesson I have learned is that error checking is important. When you have a failure, you need to know. You should have a plan on how to handle job failures so that, if the primary person is available, the backup can either take care of it or the process will automatically self-recover.

I would rate OpCon a nine out of ten. It's not perfect, but it's pretty good.

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
Download our free OpCon Report and get advice and tips from experienced pros sharing their opinions.
Updated: July 2026
Product Categories
Workload Automation
Buyer's Guide
Download our free OpCon Report and get advice and tips from experienced pros sharing their opinions.