We use it to automate multiple platforms: our mortgage platform, our core platform, and other instances where we're working with third parties to whom we have to move data. It does about 90 percent of our automation. Very rarely do we do anything that's not automated. For example, we do not manually upload anything. It's all done through OpCon.
IT Manager Business Solutions Delivery at a financial services firm with 51-200 employees
We automated our first processes within a week of deployment
Pros and Cons
- "It has also helped to streamline our operations. We contract out our collection department so they are no longer housed on our system. They're housed on another platform. OpCon is able to not only pull in our data, but it also, on a daily basis, updates that third-party."
- "Usage is a little complex. It's not like you can bring somebody in and they can just use it. They have to be trained... As far as complexity goes, it's right up there."
What is our primary use case?
How has it helped my organization?
The biggest improvement is the batch automation. We don't do anything manually anymore; everything is automated. We did have a very highly skilled employee and the job he left for was a job with a bigger credit union to run their OpCon shop. That's how good he became at it. His skill set was at a very high level, where he automated up to 90 percent of what we do. We very rarely have to manually upload.
We've automated about 50 to 60 processes, and that number is growing. We are adding on our mortgage platform to automate that. And that number does not include the OpCon buttons they also use for on-demand stuff.
It has also helped to streamline our operations. We contract out our collection department so they are no longer housed on our system. They're housed on another platform. OpCon is able to not only pull in our data, but it also, on a daily basis, updates that third-party. In addition, if there are any updates coming back, OpCon will check on a daily basis and send it back. That's just a sample of how it automates.
Another example is how we automate our daily FedLine. The most important job files that we run are our ACH, our Federal postings for credits and debits. We totally automated that where there is no longer any manual intervention. We upload the Fed file; it comes in and OpCon is smart enough to know where to place it and how to run the edits. It's also smart enough to know that there are delay times. Before OpCon, we were posting them the next day, manually, one after the other, because there are four to five that come in and out throughout the day. Because we were able to automate it through OpCon, we can now post them when they actually come in. They are posting throughout the day now. For example, at 12 in the morning there is our major posting, and it's posted right when it should be. Members are actually getting their paychecks or debits and credits right when they should happen. That was a big one which was very member-impactful.
OpCon has also freed up employees to do more meaningful work as a result of automation. They're not having to go into Symitar and run a job. Instead, they can simply run something. They've also found innovative ways to use it as well: "Hey, I have this thing that produces an Excel file. Can OpCon just grab it and send it out to this other vendor for me?" And the answer is, "Sure, that's not a problem." Our employees are thinking outside the box, as far as utilizing it goes. Even though they don't generally know OpCon, they know what it's capable of. In some cases, they're building their own little building blocks of automation themselves.
The main employees who have been freed up are in our accounting, item-processing, and lending departments. In those three departments there are about 15 employees. All depend on OpCon to do something for them. We're not that big of a shop. We have about 100 employees in total.
Our employees expect automation now. Prior to that, it was nice to be able to run something and for them to get their data. It was awesome. Now, as they know that it's a standard process, they're not as excited. They just expect it now. If you would tell them: "Oh, no, you have to manually move this from here to there," they would probably come back and say "Wait a minute, my other thing is automated. Why can't this be?"
If we're counting all the manual intervention, as a percentage, I would say that OpCon has reduced data processing by 90 percent, through automation, the efficiency, and the eliminating of manual errors.
What is most valuable?
There are a lot of areas that are valuable. Perhaps the most valuable would be the OpCon button that users can select so that instead of having users going into Symitar, they can now just run an OpCon button that works on-demand. That's probably the one that has made the biggest impact. We no longer have users running job processes in Symitar. Everything that they need, we simply have them run on-demand, so there's no access into Symitar. That is one of the most valuable tools we have. Obviously, the batch-automation is a big one, but that button functionality would be the biggest feature.
What needs improvement?
Usage is a little complex. It's not like you can bring somebody in and they can just use it. They have to be trained. Our main OpCon person left and it's a lot harder for a lot of people. Once you have somebody leave, the next person has to step up and it is a little difficult. As far as complexity goes, it's right up there.
Once you get to know the platform, you do know how to troubleshoot. But there's just so much to learn. If you are properly trained, it is fairly easy to figure out problems and troubleshoot. SMA does offer certification and they also offer consulting hours, which we are using right now.
There is always a percentage of jobs where the batch automation doesn't work or something critical happens within the OpCon server that causes something to stall, and we have to troubleshoot.
Another area for improvement is within the notification and alerts. I'd like to see it get smarter with script-writing within OpCon to make it do more. There is some room for improvement there and that's why we got the consulting hours.
Buyer's Guide
OpCon
December 2025
Learn what your peers think about OpCon. Get advice and tips from experienced pros sharing their opinions. Updated: December 2025.
879,768 professionals have used our research since 2012.
For how long have I used the solution?
We've been using OpCon for the last five years.
What do I think about the stability of the solution?
The stability, on a scale of one to 10, is about a seven. We are having some issues with logs. We did reach out to OpCon, but they didn't have a solution for that, so we're having to manually handle that on a daily basis. That was a little disappointing. I'm hoping that one day they will have a list-serve where we can reach out to other OpCon shops. That way, we can reach out to other OpCon users who have a high level of OpCon skills and say, "Hey, we ran into this problem. How did you guys figure your way out of it?"
What do I think about the scalability of the solution?
It's pretty scalable. It can go virtual. They have a lot of options. Right now we are on-prem, but we would definitely look at going off-prem and having it hosted in the future. That's what we'd like, and they do offer that capability. They also offer managed services, which is something we're going to target in the near future, simply because we're a small shop. so they do offer a variety of things that we could definitely take advantage of.
We only have one user using OpCon because the main one left. She is training our other two who are brand-new; they are literally brand-new, even to IT. We are very shorthanded right now. That is why we bought the consulting hours, so that we could get these other two up to speed.
Similarly, only one person is doing maintenance of the solution, which is why we're going to contemplate shifting over to OpCon's managed services. That kind of solution is probably a perfect remedy for a shop like ours. I wouldn't be surprised if, this time next year, we're not even managing it and that they are.
How are customer service and support?
When we had the log problems they weren't very helpful on that. It felt that it wasn't a very helpful solution. From eight to five, they will help. They have some really good people. But if there are really complex problems like the logs, it feels like the front-line support doesn't know, or at least didn't on that one occasion. Thankfully, our network guys figured out the problem. Otherwise, we would have been out of luck. I'd rate technical support at six out of 10.
Which solution did I use previously and why did I switch?
We didn't have a previous solution. We were doing things manually.
How was the initial setup?
I didn't participate in the setup, but I believe that it was straightforward. OpCon came onsite for training and it seems that soon after my staff got the training they took the ball and ran with it. They got the building blocks in the training and, after that, they caught on fairly well and were able to start automating a lot of the manual processes, one by one.
For the implementation, we had to load the server and we had to have a backup for that OpCon server, which goes out to our Branson site. Any changes to OpCon get passed on. But when OpCon come onsite, they pretty much got everything loaded for us. We were paying them to do that, which is what I would recommend to anybody. It helped us, a company that was brand-new to it, to bring us into it. When they were onsite they handled 90 percent of it.
It wasn't long after the deployment that we automated the first process. Within a week we were already automating some things that we had been manually moving over. And then we road-mapped big ones like the ACH stuff that I mentioned elsewhere. One of our first projects was automating our ACH to the Feds. We had an idea of what we wanted to do once it was implemented.
What was our ROI?
We have definitely seen a return on investment. The big return on investment was the fact that we lost three OpCon people from our staff and nobody even knew that we had. We went on without skipping a beat. We literally had the worst-case scenario that can happen to an IT staff and we came out smelling like a rose. Everything ran and we were able to continue with a small staff and we did not have to worry about our batch automation.
What's my experience with pricing, setup cost, and licensing?
Yearly, it's around $30,000.
We bought consulting hours for a year at an additional cost. We're getting 85 hours a year for consulting to help us through, for example, with a complex process that we want to get done. Some of those hours might be spent for them to actually come onsite and give one-on-one training to some new people being introduced to OpCon.
Which other solutions did I evaluate?
We looked at two other vendors. It's been a long time so I don't remember their names. They were enticing because they were definitely a lot lower in cost, but ultimately OpCon had more of a service to provide. OpCon offered more services and more automation. It was a no-brainer after we learned that.
What other advice do I have?
Do your homework. Definitely look at other vendors and consider your staff size. In our case, because we have a small staff, we don't have a lot of programmers. We don't have the luxury of having 10 programmers who can write their own batch scripts. If you're a small shop like us, really do your homework on it because, in the end, if you rely on somebody writing batch scripts to do things and they ultimately leave, you own that. You really need to make sure about your road-mapping. Are your employees going to stay at the credit union? If they are, that that makes a big difference.
What happened to us was that we lost two valuable OpCon employees within a span of two months who knew how to solve OpCon problems. The third person, who was average but knew it, went down with an ankle injury for a month-and-a-half. We had nobody who knew OpCon for almost two months. The only thing that saved us was that the process was so automated that we didn't have a problem, thank goodness. Everything just ran and we never had an issue.
You have to know your staff; you have to know whether they're content. Are they going to be staying? If you know they're going to leave, you better plan ahead. You don't want to get caught like we did.
But our situation tells you how well OpCon is programmed.
The biggest lesson I have learned from using OpCon is that we have to stay on top of the releases. Every year there are software releases that you have to get done. They are key. But there are also updates, SLAs that come out. We definitely try to keep on top of that because our batch automation is a critical platform. So it's critical that we make sure that everything is up to date. The SQL portion of that is also important. We also use third-party FTP software and that is another thing that we've got to make sure is up to date. It's a definitely a solution with moving parts.
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.
Systems Developer at a financial services firm with 51-200 employees
Frees up our employees to do more meaningful work
Pros and Cons
- "Previously, we would receive a file from a vendor, then we would have to go through and make changes to individual accounts in our core system. There are probably between 10 to 20 accounts any given week. It probably took around five minutes for it to run through the report and make all the changes, and that was if there was nothing complicated with all very straightforward changes. Now, that is done in 30 seconds."
- "What can get complicated is if you're doing anything more than just the built-in jobs. If you're using the more advanced features, troubleshooting becomes extremely complicated."
What is our primary use case?
We own the solution ourselves on-prem, but our core system is cloud-hosted.
It runs all types of jobs to make changes to our database. From our end, we primarily use it to pull and push information to our cloud-hosted system: moving files around, making changes to files, and those types of things.
People use the tool in every job role that we have. Our organization is a financial institution, so we have people in lending, people in member services, people in operations, risk, and marketing.
How has it helped my organization?
Previously, we would receive a file from a vendor, then we would have to go through and make changes to individual accounts in our core system. There are probably between 10 to 20 accounts any given week. It probably took around five minutes for it to run through the report and make all the changes, and that was if there was nothing complicated with all very straightforward changes. Now, that is done in 30 seconds.
We receive a report once a month of bad email addresses. Someone would have to go through and search each one of those individually, and there was a time when there was 300 email addresses on that list as we were working through putting in tens of thousands of email addresses in our system. As we're working through those on marketing campaigns and getting bounce backs, we've been gradually removing them. That used to take an extremely long time for someone from marketing to go through, search each individual email address, and remove them from all instances and places where it resided in our system, where there could be 10 to 20 on any given account. Since implementing that process, it takes five minutes. Now, it does it all automatically. It looks at every possible location and removes it in all areas. We've been able to clear out that list and completely remove it from the vendor system, so we aren't getting charged for the bounce back.
This solution has freed up our employees to do more meaningful work. Some portion of everyone's job has been automated, and that's probably by two to three hours a week. So, that is 120 employees times two to three hours a week.
The change has all been positive. Employees don't have to do the simple busy work anymore. They are able to spend more time doing the stuff that impacts our members in a positive way.
IT is probably the biggest area of our organization that has seen incredible improvement, since we were the ones doing a lot of the batch jobs and running a lot of the group jobs that would impact multiple accounts. However, every department has had reports automated.
What is most valuable?
The most valuable feature and reason that we bought the solution is because of the RSJ connector, which we use to make changes to our database.
What needs improvement?
After attending the pretraining as well as the advanced training that they offer, I would say that the product is very easy to use. What can get complicated is if you're doing anything more than just the built-in jobs. If you're using the more advanced features, troubleshooting becomes extremely complicated.
For how long have I used the solution?
We converted in 2016, so we have been using it for about three years.
What do I think about the stability of the solution?
We have had it go down one time, which was not related to the system itself. The server went down, which was an issue on our end. That is not OpCon's fault. Now, the only issue with this, which is OpCon related, was that it didn't send any errors except for one alert, one time. Then, because the server was down, it was unable to send us anything ongoing.
If there was some way that we could set up monitoring on a separate server that would look for specifically OpCon related tasks, then that would be more helpful. But, as for the stability of the system, we have never had it go down that was its own fault.
What do I think about the scalability of the solution?
We have automated hundreds of processes, if not thousands, since deploying this solution. We have 120 employees who are impacted by its use. They use the reports that it runs on a daily basis.
In the terms of people administering it, I am the primary person responsible for setting up new jobs, making sure it's running, doing updates, etc. We also have five other people who may login to do basic troubleshooting on it. I am a systems developer, so I handle the development of OpCon as well as a couple of other systems. As for the other people who can login, we have four people on help desk along with our director of security.
We have not had to scale OpCon beyond the initial setup. We have the controlling server and two others that it is connected to setup. We previously had three, but we moved that third to a cloud-hosted solution. It doesn't matter how many people we have or how big our core system is, we don't need to scale it for that.
We had some previously automated processes. In the sense, they had to be scheduled manually, but once scheduled, they would run through a list of things. So, that part was already partially automated. At this point, we probably still have 20 percent of our manual processes that cannot be automated because they require someone to go in and physically look at the information. We have maybe five to 10 percent left that can be automated or can be partially automated that haven't yet been.
If we wanted to move it to more servers, e.g. have multiple data centers, then I think it would scale excellently. However, we haven't had to deal with that yet.
How are customer service and technical support?
The technical support is always excellent. Having a network which can help you troubleshoot and build the best possible system is probably the most valuable thing that I have learned:
- The value of a network of people working in the same system. E.g., being able to reach out to the support that they have as well as other credit unions, who use the same system.
- Being able to troubleshoot and discuss different ways to accomplish the same thing. E.g., the different options that they have for moving things around and running things in a different way with all of the different tools that they have to assist you.
Which solution did I use previously and why did I switch?
We used Windows Scheduler before to automate some general file movements and stuff, but we couldn't do anything within our core system with it.
We switched our core system. Originally, we were using a system provided by Pfizer. We switched to a system provided by Jack Henry & Associates, and they were not compatible with Windows Scheduler. So, we were doing everything manually for a while, until we adopted OpCon. This solution overcomes limitations from our previous automation tool.
How was the initial setup?
The initial setup was straightforward. We set up the original server as well as the ones that we would need it connected to. The basic system has been in place since the initial setup.
We had folks onsite for two weeks, but we have been continuing to automate more new, existing processes over the last three years. So, we had the bulk of our official setup done within three months.
After deploying the solution, it took us 10 minutes to automate our first process. After we got it setup, creating a job is very simple.
In general, getting up and running is extremely easy. Once you get the basics installed, creating and running jobs is very easy. However, when you get into the more complicated, advanced features, then it becomes much more complicated.
What about the implementation team?
We had someone from the SMA team come onsite to help us set up the server. We installed and connected it to the appropriate additional environments. Once we did that, it was completely straightforward. It did help that we had someone come onsite to help us set up some of our more complicated jobs while we were still very new with the system.
Our experience with the SMA team was excellent.
What was our ROI?
We have seen ROI. We are becoming an automation forward organization instead of just a financial institution that does everything manually. We have been able to move so much reporting from paper. We are digital because of OpCon.
We don't have people manually doing processing anymore. The fact that I can do five minutes to three hours of work in 30 seconds is a significant improvement.
Which other solutions did I evaluate?
OpCon was the only one that did exactly what we wanted. We needed something that integrated with Jack Henry's Symitar Episys solution. We wanted something that would be easy to set up and maintain, which offered a lot of training.
The biggest difference between OpCon and Windows Scheduler is that Windows Scheduler does not work with our core system. It didn't really work with the old one or the new one. Originally, we were only using it to move files around, so we could have continued to use it in that sense. But, when moving to a new system, we wanted to have something that would interact directly with that system.
OpCon offers a lot more complicated criteria when scheduling the types of jobs that you can run. OpCon is a complete automation solution, where Windows Scheduler is just a scheduler.
What other advice do I have?
Pick the right team and send them to training. So, pick people who are going to invest in and use the system on a daily basis. They should also be curious and creative. Then, send all of them to training, both the free and advanced training. They also offer a certification now, which is also extremely useful.
I would rate the solution as a 10 out of 10.
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.
Buyer's Guide
OpCon
December 2025
Learn what your peers think about OpCon. Get advice and tips from experienced pros sharing their opinions. Updated: December 2025.
879,768 professionals have used our research since 2012.
OpCon/xps Support at a financial services firm with 10,001+ employees
Enables us to auto-schedule our mainframe batch a week in advance, making scheduling management simpler
Pros and Cons
- "Auto-scheduling is the most valuable feature. We have the ability to schedule [batch jobs on our Unisys mainframes] seven days in advance, so we know exactly how we're running every night."
- "Do your first install, your first upgrade, with SMA. It's simple, it's as per the manual, as per the training, but you need that little bit of confidence."
What is our primary use case?
We use it to run all of our batch across seven Unisys mainframes.
It's installed on Windows.
How has it helped my organization?
OpCon has streamlined the batch. It's made it quicker. We're processing work a lot more easily now, given the dependencies and frequencies we have. We don't really have to think about checking things. It's all there in the system and done.
When we first brought it in, we saved on people's time. We freed them up to be able to look at the future. We freed up two or three people who used to have to work on it all the time. In terms of batch savings overnight, we've probably saved a good couple of hours per night on batch scheduling.
What is most valuable?
Auto-scheduling is the most valuable feature. We have the ability to schedule seven days in advance, so we know exactly how we're running every night. If we need to make any changes, we can make changes to the daily schedule and we don't have to worry about changing masters or quarterlies. Changing our master schedule causes us issues. We have another product that doesn't work quite like this and when they have to change the master schedule they have problems. Because we have the ability to auto-build seven days in advance, we only need to change the daily and not the masters.
What needs improvement?
Believe it or not, there is nothing that we require. Everything we want is there. Everything we need, we get. The support we get, and the management support we get from SMA — we have a monthly review meeting with them — are fantastic.
For how long have I used the solution?
We, as an organization, have been using OpCon for 20 years. We're running version 17, but we're just about to upgrade to 19, which is the current release.
What do I think about the stability of the solution?
The stability is fantastic. It's 100 percent. We've never had a problem with the product from day one.
What do I think about the scalability of the solution?
It's fully scalable. We're currently reviewing moving it into our Windows estate, which is huge, and we're possibly looking at moving it into other areas as well. It's fully scalable, obviously with charges. We pay for a set of licenses to run on the Unisys. If we want it to run on other machines, we would have to pay more for the licenses, which is standard for any product.
We run about 2,000 jobs a day, and we are looking at potentially expanding it to 25,000 jobs a day, if our Windows systems move across. We're just about to go into proof of concept on that.
Which solution did I use previously and why did I switch?
We were using an SMA product, Scheduler, but they stopped supporting that product and then we migrated to their updated product which was OpCon.
How was the initial setup?
The initial setup was easy, as are the updates. It took us about an hour to do it, given the way that it's all written down for you. You can have a resource from them onsite if you want or you just load the software and it goes off and does it all for you. We've done it numerous times and we've never had a problem.
In terms of our deployment strategy, we already had an SMA product called Scheduler. What we did was we took a copy of our database, gave it to SMA, and they migrated it through into OpCon for us. They gave it to us and let us play with it, test it, and make sure it was working okay and then we migrated straight over to it. It was as simple as that. We couldn't find any problems and we migrated straight away. We've never had any problems with it.
SMA is fantastic to work with. They're knowledgeable, they know the products, and they don't try and force anything upon us. They're happy to work with us. They understand our limitations, and they still do to this day.
What was our ROI?
We've seen a tenfold return on investment. The relationship we have with SMA now is absolutely fantastic. They don't just do batch scheduling. They've come in and offered other services.
We're processing the batch a lot quicker, so our services to members are not down. The money is available and in people's accounts a lot quicker than it used to be. It gives us 100 percent availability. It doesn't fail; we've never had a problem with it.
What's my experience with pricing, setup cost, and licensing?
It's not expensive. It's a lot cheaper than competitors. Licensing is annual.
There are only additional costs to the standard licensing fees if we go above what we've agreed to. If we were to add a new Unisys mainframe, or if we add a Unix box or a Windows box, then obviously we'd have to pay for licenses. There's nothing else.
You need to be up-front and tell what SMA what you want. There are different licensing models for different setups. There are a lot of options, so it's really a matter of working out exactly what options you require. What works for our organization, Nationwide, may not work for the next company or the company after that. But they have a lot of licensing options available. And if there isn't one that you want, you can make your own with SMA.
Which other solutions did I evaluate?
There isn't anybody else that does Unisys. There's no other product for running automated batch on Unisys. Obviously, there are other companies in the market that can do Windows and other systems, but no one out there can really run Unisys. And Unisys recommends OpCon anyway.
I, myself, do not use other similar products, but Nationwide does. We use a product called Control-M from BMC. We can't find any advantages of Control-M over OpCon. The drawbacks of Control-M are that it's too expensive and an upgrade takes ages, days, to do.
OpCon is cheaper and the service we get from SMA is absolutely fantastic. The product is always growing. We're seeing it grow. We're seeing the changes, and we're seeing the changes that we're asking for in the product. We don't see that from BMC. That's why we're looking to move Windows from Control-M into OpCon, possibly.
What other advice do I have?
My advice would be to work with SMA. Don't try and do it yourself. Work with SMA until you're comfortable; until you've got the training and the expertise. Work with them until you're comfortable taking it on without one of them there. Do your first install, your first upgrade, with SMA. It's simple, it's as per the manual, as per the training, but you need that little bit of confidence. That's what we've found. We've got that confidence now, and we don't rely on SMA at all to come in to help us.
The biggest lesson I've learned by using the product is trust it. Trust what SMA says. Believe what they say, because what they say is right. The migration is easy and they can do most migrations. Their training is fantastic, their support people are fantastic, and the support is out of this world. We're UK-based, so we have a UK team that looks after us in our daylight hours, and then we have a US-based team, and then we have an on-call US-based team as well, if we have problems. But we've never had to call them out. We've dealt with them, we've had our little questions and niggles, but they've answered everything, every time.
The product is always improving. The new release 19 has a load of new features for us. I've not really looked at it yet, but I think it's become faster, more slick, and a bit more user-friendly. They've taken on a lot of what customers have been saying about it. They've made some behind-the-scenes changes, but they've also made some enhancements to the way information is presented. My system, the Unisys, is quite old, so there's probably not a lot to change in that arena. It's probably more on the Windows and Unix side, which we don't use currently.
We don't really have users as such, because it's a batch scheduling tool. We have about 30 users who have access to it, but only for support purposes. We've got a team called Schedule and Batch which looks after things and check it. My team has access to it, but we very rarely use it and we're not limited on the number of users. The scheduling team is responsible for making sure all the batch work that is scheduled finishes correctly. We also have an ECC team, whose members are like operators. They look after the machines that run all the batches overnight. And then my team is a support team. We support the ECC in scheduling batch, if they have any problems with the product or with any of the batch jobs overnight.
For updates and maintenance of the solution we need just one person, me. My job is platform manager, but I'm also the OpCon subject matter expert as well.
On a scale of one to ten, this product is a 12. But I'll accept making it a ten.
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.
AVP of IT at a financial services firm with 51-200 employees
Unhelpful documentation, unhelpful support, and the failover doesn't work
Pros and Cons
- "It seems like it would scale well."
- "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."
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.
TitleSystem Administrator at a financial services firm with 201-500 employees
Removes tedious tasks, offers great technical support, and is easy to use
Pros and Cons
- "MAS is by far the best feature, although not a feature of the software specifically. MAS has more knowledge than our employees, so we have been able to develop schedules that are far beyond our own skillset."
- "The only downside to OpCon is that its features can be complicated and really must be taught. Most of our users don't have training beyond the free Basic Training that SMA provides, so for fresh eyes, it is kind of difficult to understand some of the language used."
What is our primary use case?
We are a mid-level financial institution. We specifically used OpCon to help schedule important tasks that could not be trusted to human error. We picked it up as a tool to make lives easier for all of our different departments. We began working with MAS a few months ago as our scheduled jobs became too much for a few people to handle while we were experiencing high turnover. We became bogged down with users who did not understand the system and did not have time to train them. MAS stepped in and made this transition a lot easier for us.
How has it helped my organization?
OpCon has made our lives easier by taking out the guesswork and removing tedious activities from employee's workdays when their time is better spent elsewhere. OpCon also helps because it is easy to "read the job" to know what the job does, why, and how to do it manually if needed.
Through the use of self-service buttons, we have been able to give the option to run jobs whenever the user needs without having to manually do an entire process. Many of our end users use this without any complaint. It is simple and easy to use.
What is most valuable?
MAS is by far the best feature, although not a feature of the software specifically. MAS has more knowledge than our employees, so we have been able to develop schedules that are far beyond our own skillset.
They have also helped with maintenance so we can be assured if something goes wrong, MAS is there to fix it. Our on-call schedules are easier and we get full nights of sleep. Our team morale has greatly increased since we began working with MAS. Another great feature is the exit codes which help us understand why things are failing so the jobs are easier to fix.
What needs improvement?
The only downside to OpCon is that its features can be complicated and really must be taught. Most of our users don't have training beyond the free Basic Training that SMA provides, so for fresh eyes, it is kind of difficult to understand some of the language used.
Another thing that is difficult to understand is that not all failures explain why they are failing. Some give generic exit codes.
Otherwise, I have no complaints. Working with the MAS team has really simplified everything for us. They're easy to reach, knowledgeable, and quick.
For how long have I used the solution?
Personally, I have been using the solution for two years, but our organization has been using it for five or more years.
What do I think about the scalability of the solution?
The software has many features that are even beyond my knowledge, having worked with it for two years. Working with the MAS team, I have learned even more.
How are customer service and technical support?
You will often find that you speak to the same people over and over again so you develop a rapport. Everyone is always helpful and very nice.
Which solution did I use previously and why did I switch?
We did not use a different solution. We were doing all of this manually.
How was the initial setup?
The initial setup can be complex, however, transitioning with the MAS team was very easy and straightforward.
What about the implementation team?
We used a vendor team. Our engineers developed a close relationship with them.
What's my experience with pricing, setup cost, and licensing?
It is not the cheapest solution on the market, but it is relatively easy to use. I absolutely recommend splurging to hire the MAS service to make the transition easier. They can help teach your users how to use the program and they are able to quickly build jobs so you see an immediate impact.
Which other solutions did I evaluate?
I am not entirely sure if there was an evaluation as this was before my time, however, knowing management, I assume that they had many demos with other vendors as well but eventually chose SMA.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Works at a financial services firm with 201-500 employees
Removes tedious work, has a great workflow designer, and offers amazing service
Pros and Cons
- "Having the jobs laid out while attaching dependencies is a nice addition to the program."
- "The logs are a little daunting to look at the first few times, however, as you begin to understand what you're looking at, it becomes easier."
What is our primary use case?
We currently use Opcon for our daily job scheduling. We also use it to transfer files after jobs have been processed. Being able to let Opcon run these jobs and file transfers have saved us time daily.
How has it helped my organization?
It has saved our morning and evening shift time by processing tedious jobs so they're able to get more involved in other tasks. Soon we'll be able to roll it out to other departments and handle some of their tasks.
What is most valuable?
The workflow designer is a wonderful feature to show to users. It seems so simple - and yet there's a lot going on which can be easily explained. Having the jobs laid out while attaching dependencies is a nice addition to the program.
The service that they offer is amazing. Ryan Compton has helped me more times than I can count. He does a great job of explaining things and it has gone a long way.
What needs improvement?
The logs are a little daunting to look at the first few times, however, as you begin to understand what you're looking at, it becomes easier.
For how long have I used the solution?
We've been using Opcon Since February 2021.
Which solution did I use previously and why did I switch?
We switched to a different core and Opcon was definitely a better replacement for the solution that we were using.
What other advice do I have?
For anyone interested in Opcon, make sure you have a few users in your company attend the training classes.
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.
AVP IT Operations at a financial services firm with 501-1,000 employees
Metrics on how long automations take enable us to rearrange them rapidly to get them completed faster
Pros and Cons
- "The ability to chain jobs together allows us to create complex interdependencies between our jobs, and the integration into our core system is important because it allows us, through an automated system, to do a huge number of things that used to be done manually."
- "I'd like to see the product include a view where you can see everything about a specific job on a single screen."
What is our primary use case?
We use OpCon as our central scheduling system. It runs a bunch of automations for our core system as well as for any automated system that needs to be scheduled.
How has it helped my organization?
OpCon has eliminated man-hours spent doing repetitive things, and it's also made our execution much more reliable. To do what we are doing currently, it would take at least four or five people, full-time. Clearly, we've cut a bunch of FTEs out of the equation, so that has been a big deal. They have been reassigned to other things. Everybody loves it because they're able to now work on higher-value things.
It also allows us to see metrics of how long our automations take, and control or manage to that to those durations, so we're able to reorganize and rearrange things at a rapid pace to get them completed faster.
We have automated thousands of processes using OpCon. I believe we've automated 100 percent of our processing. I can't think of anything we're doing manually.
In addition, OpCon has reduced our data processing times by, as an estimate, 25 to 30 percent.
What is most valuable?
The most valuable features are
- the ability to chain jobs together
- the integration into Symitar. At the end of the day, that's what makes the big deal for us.
The ability to chain jobs together allows us to create complex interdependencies between our jobs, and the integration into our core system is important because it allows us, through an automated system, to do a huge number of things that used to be done manually.
It is as easy to use as it should be. There is a learning curve, but that's because it's a powerful system.
What needs improvement?
I'd like to see the product include a view where you can see everything about a specific job on a single screen.
For how long have I used the solution?
We've been using OpCon for more than 10 years.
What do I think about the stability of the solution?
The stability of OpCon as a solution is excellent. We never have any issues with its stability.
What do I think about the scalability of the solution?
We have had no issues with scalability.
We have plans to increase our usage of it. It's primarily used in IT and programming, but it is automating jobs that are requested by, and the results are used by, everyone else in the company. We have automated processes for the lending department as well as branching, account services; everyone.
We have five to seven people who use it on a daily basis. They are either OpCon developers or programmers who are testing new deployments. We need less than one person for OpCon system administration.
How are customer service and technical support?
SMA's technical support for this solution is excellent. They are responsive, they are knowledgeable, and they've always been able to address our questions, which is impressive.
Which solution did I use previously and why did I switch?
We did not have a previous solution. Our company went with OpCon because it has a very tight integration to our core system.
How was the initial setup?
I was not around for the setup and it's been so long since it was done that I don't think our experience would be indicative for anybody else.
For the most part, upgrades are pretty straightforward. And they've been pretty solid too. We generally do them with the help of SMA consultants.
What was our ROI?
We have absolutely seen return on investment with OpCon. We've eliminated the FTEs. We have increased the speed at which our automations run, so we're in nightly processing for a shorter period of time. We've been able to run more fraud tests and to run control reports on the nightly run than we would be able to run manually, so that we can identify problem areas or fraud and address them immediately. We use it for all sorts of things.
What's my experience with pricing, setup cost, and licensing?
I believe our cost is about $150,000 annually.
There are add-ons you can buy, which have an additional cost, including products and Professional Services.
Which other solutions did I evaluate?
We really have not evaluated other options. It is the state of the art for our core system, and we have been happy with it.
What other advice do I have?
The biggest lesson I have learned is that using an automation system like OpCon forces us to really understand the business object of a goal we are trying to accomplish and to be able to articulate it clearly and precisely.
Automating your operational tasks the way that OpCon does is absolutely a better way to do it than any manual system that you may have in place.
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.
Application Support Analyst II at a manufacturing company with 1,001-5,000 employees
Streamlined ops by enabling end-users to run things without getting permission within the host system
Pros and Cons
- "It allows us to have more information and more control than we previously had over the processes that are running in host systems."
- "The SQL database connections are the only time that we've had issues with reliability and stability of the software."
What is our primary use case?
We're a credit union, so we use it for daily operations. We have over 1,700 jobs automated. We are still working on it. The list is growing every day. I add two or three whole, automated processes — schedules with projects — every two weeks.
How has it helped my organization?
This isn't our first automated system, so it's hard to say how it's improved anything. The best thing is that the communication with our host system is better. It allows us to have more security. It allows us to have more information and more control than we previously had over the processes that are running in host systems. That has been an improvement.
This solution has streamlined operations by giving end-users the ability to run things without having to get permission within the host system. That eliminated the need for other departments to have to send messages to operators in IT to run processes and host. Now we can give them access to run very specific jobs without giving them access to those systems.
It has also freed up employees to do more meaningful work as a result of automation. There are multiple departments within this organization. We use it throughout the organization so it's huge; it has affected hundreds. The employees, as far as I can tell, are okay with it. They like it. I don't have a lot of contact with end-users after the development is over, so there may be different ideas, but I haven't had any complaints.
What is most valuable?
All of the features are important. The best thing about it is the communication listing.
There's a learning curve, but it's a fairly easy system to use. It doesn't require a lot of technical skill.
What needs improvement?
The system needs better communication, better advanced warning, and better stability with SQL database systems. The latter is the only Achilles heel to the software. The SQL database connections are the only time that we've had issues with reliability and stability of the software.
For how long have I used the solution?
We've been using OpCon for three years.
What do I think about the stability of the solution?
The stability is really good.
What do I think about the scalability of the solution?
It is vastly scalable. We've grown up to 1,700 jobs and it hasn't had any problems. As we grow, with each development, we're learning more about its capabilities and pushing limits of what we feel is safe, and it has never failed us.
It is used in a lot of ways and it's used every day. It's a critical component of our daily ops, and we are going to continue to expand and include other departments in IT, helping them manage some of their systems.
How are customer service and technical support?
SMA is great at replying to inquiries. Their support is great.
Which solution did I use previously and why did I switch?
Before we got OpCon we did have another automated system, AutoMate. We switched due to OpCon's capabilities of communicating with the host system. And OpCon runs faster than the last one. There are some scenarios where it has been more capable and some where it has not been.
In terms of the time to implement OpCon versus our old solution, they're very different. The last system was geared closer to, and was more in tune with, developers than OpCon. It was very capable, as long as you had the skillset. Whereas OpCon is very simple and the GUI is very click-and-point. OpCon is faster at delivering some of the smaller things. But when it comes to more complex things, the last system was better because it was more prepared to handle those systems.
How was the initial setup?
The initial setup wasn't difficult. It was pretty straightforward. The install wizard is easy to follow and there weren't a lot of hidden things to look for. We also had SMA staff on site, so they made it easier.
Our initial install was done in about an hour-and-a-half to two hours.
Because this is part of a conversion project, it's been managed by a PMO, and we follow a scrum-board, sprint-style implementation plan. That's pretty standard though.
Our first process was automated in about 10 minutes after install. The first one we did was one of the easiest things and it was done in a second. It was very fast.
What other advice do I have?
There's a lot to be said about using the embedded script systems and having good error handling. Hopefully, anybody who's doing development with scripts, writing code, is not a novice, because that part is really important.
The biggest thing I've learned using OpCon is convention. With the last solution, it wasn't such a big deal because the UI design was very simple. With OpCon, it handles schedules and jobs differently, so convention is very important with this: Learning to stick to a standard.
When it comes to end-users they are only using the Self Service option to click a button. Their roles vary within the different departments, but it's still the same thing. They log in and click a button. But when it comes to developers, there are only three of us, including me. For maintenance, there are three of us involved. Two of us are primarily developers and one is an operator who will monitor and report.
OpCon is a good eight out of 10. There is room for improvement with every system, of course. As I mentioned, the SQL database is the weakest link. There are some changes that have happened since our initial version that may not have been the best. Those types of things are really hard to improve because it just has to happen. That's an evolution.
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.
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