How has it helped my organization?
We love OpCon. I have been working with this credit union for five years, and we had it before I started working here. It is a great product. We are not yet using it fully. We are not taking advantage of everything because it is huge. It has a lot of different things that we can do with it. I am very happy with it.
OpCon gives us a single point of control for orchestrating workflows and file movements. This single point of control is very important because we can see all the jobs we have. We have 600 jobs, and we can view all of them within this single platform or a single dashboard. We have a lot of control over them.
OpCon enables us to manage complex schedules that span disparate systems. We have jobs where at least three to four servers are involved or at least two or three parties are involved. We have jobs where different departments need notifications and we have to wait for those departments to take some actions before another action takes place. There are different subjobs or dependencies. With the last job that we automated, there were so many things that we needed to do, such as decryption, waiting for other employees to do their part, notifying them, and then taking action. There were a lot of things. I did not think it was possible, but they could automate that. The tool can do it. That is why we have SMA Technologies because they have the experience in doing it. It would have probably taken us days to figure it out ourselves, but eventually, we would have got it done.
They free us from creating jobs or even monitoring them because they monitor the jobs. This gives us time to focus on other projects and gather information from other departments on what they are doing manually. We can then bring that to SMA Technologies and ask if they can help us with this manual process to automate it. Right now, we have a number of tickets open with them that are helping us to automate different manual jobs that other departments are doing. This is not just an IT product the way I see it. It is more of a company product that helps other departments to automate their jobs as well.
We have over 600 jobs. Our core financial system is a legacy system. It is a Linux system, but the way I see it, it is a legacy system. We have the majority of the jobs touching that system. We have our card processing system as well, and we have our data content management system. Every time our front lines scan receipts, checks, or documents, they automatically get sent over to a content management system that we have. OpCon automates a lot of the jobs, puts them in the right bucket or folder, and indexes everything in there. It tells the system where everything needs to go and indexes everything. That helps us as well from the point of doing it ourselves. We do not have to manually tell the system and index all this. It notifies the employees when the documents are already indexed and ready for them to view. We have at least three to four legacy systems that OpCon helps us with. The rest of them are more modern applications.
Per week, it probably saves us 30 to 40 hours. Per month, it saves 100 to 200 hours for my employees. The time saved can vary because there are months when we have to do more. At month's end, there is a lot of stuff to do and a lot more jobs to run. These jobs are run at different hours. Usually, they are run after hours, which helps my team and the company in saving money. We are not paying anyone overtime. Jobs are running automatically.
OpCon has helped to reduce errors when running complex processes. We do have some complex jobs that require talking to different services and external vendors. OpCon does help us with all of that.
What is most valuable?
Where I see it working best is when we are trying to automate jobs. For example, about a month ago, we had been running a job manually that had six or seven different steps. The steps included gathering the file, moving the file to a different location, and decrypting the file because it was encrypted. After the file was decrypted, it was moved to another server and a notification was sent to multiple people and multiple departments when the file was ready, waiting for those employees to do what they needed to do with the file. After the file was modified, we picked up the file again and SFTP it to another third party. So, there were a lot of different steps that we were doing manually. It used to take us at least an hour and a half to do a lot of this work because we were waiting for other people. We were sending the file. We were decrypting it. Sometimes we had issues with the decryption. We created or SMA Technologies helped us to create this job that automates all of this, and we do not have to do this work anymore. It is all automated, so it is saving my team a lot of time. The problem was that this had to be done between 4:45 PM to 6:30 AM. It was after hours, so we were paying our employees overtime. OpCon helped to save us a lot of money just in this particular job.
I needed some time, and it took me probably about a year to learn everything about it. Once I learned it, it was very easy to configure it. The reason why we had SMA Technologies do it for us is because of timing. I do not have the time to do it, but it is very easy to do it ourselves. I just do not have the time or resources. They are more knowledgeable in creating the job. They have done it for other clients. It takes them minutes to create a job, whereas it would probably take me an hour or two to create a job, but it is very easy to learn it. It is user-friendly. It gives you a lot of control over different things that you are doing. I find it very easy to create jobs, but I just do not have the time for it. However, we understand how things work. When a job fails, it could be a power outage or the server could have gone offline. We understand where to go and how to resume that job. It is very easy to understand and troubleshoot as well.
What needs improvement?
One problem that I had with them when we got SMA Technologies is that sometimes the jobs fail, but they automatically restart. SMA Technologies automatically gets a notification that the job has failed, and they restart it on their end, so now, we have the job restarting twice. There were times when we came into the office in the morning, and we had two files because the job ran twice. I do not know if the system can prevent a job from running the second time. If a job has run successfully, or it is running, it should not run again.
For how long have I used the solution?
I started working with this credit union five years ago. I never used OpCon before that. It is a great tool for automating jobs. I do not know why I never used it before in my life. It is a great tool.
What do I think about the stability of the solution?
We never had any system crashes since I have been here. I have been here for five years. The upgrades go very smoothly. We never had anything crashing or reinstalling. I never had any issues with that. It is always available, which is very good for us.
What do I think about the scalability of the solution?
We could use it for multiple different purposes. One that I am looking at is using it for our Active Directory, so it is very scalable with anything that we have put to the front. Anything that we have requested, they have been able to complete it.
How are customer service and support?
I had to contact them a few times. Their support is excellent. Every time I got on the phone, they found the issue and resolved it within an hour. Sometimes, within minutes, they came back and said that they knew what the issue was. I am very happy with their support. I do not think my team has ever had a bad call with any of them. Opening tickets is great because we open the ticket, and they call us within minutes. Literally, within minutes, they are on the phone with us telling us how they can help us with the issue or they are looking for someone to help us to resolve the problem. Their support is excellent.
I would rate their support a nine out of ten. I would not give them a ten because when we had that issue related to restarting the job twice, we, sort of, resolved that problem with them. Now, what they are doing is that they are calling us to verify whether the job was restarted or not, or sometimes they go into the system and see if the job has started or not, so I will go with a nine for them.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I have not used any solution similar to OpCon. This is why I was very surprised at the fact that in the other financial institutions where I worked, we never used anything like this. A lot of the work was manual. We had a lot more people. Here at Triangle Credit Union, I only have had two employees running OpCon, and now with SMA, there is only one person responsible for that job.
How was the initial setup?
We do not have a cloud. We have it on-premises. We have the server on-premises, and we get to that server through the web browser. In the past, we had to install the client, but they are moving away from that. We now have to use a web browser, and it is very easy to learn. It only took me about a week to learn where everything was. There were some changes to it, but it took me about a week to learn where everything was. The web browser client is much easier to use than the application itself, but we do not have a cloud. We will be moving to the cloud, but that is not going to happen until 2026.
It was already implemented when I joined this organization, but we are moving it to a different server. It is like a new installation. We are moving it to a 2022 server and a newer database. I am getting experience in doing a new installation. We tried to do it on top of an existing server, but that did not work. We tried that about two weeks ago. It did not work, so they are recommending to create a new server. We have scheduled this weekend to complete that.
So far, we have deployed the server. The piece that we are doing this weekend is moving the jobs from the old server to the new one. When we tried about two weeks ago, it seemed pretty easy. We discovered what the issue was, but they recommended doing a new installation. So far, it has been easy. It is not a big overtake. We are doing it after hours and on the weekend.
Last time, it took four hours. I would give ourselves five hours just in case. It is pretty quick, but we are setting up an extra hour in case anything happens. I do not foresee going over that.
In terms of maintenance, it requires only updates. In the past, when we were using the client, we needed to upgrade the client at least quarterly. We do not do that anymore because we are using the web browser client.
What's my experience with pricing, setup cost, and licensing?
I am the one who signs the contract. In the beginning, when I started working here, it seemed very expensive, but after I learned everything that it does, I found it worth the price.
I would recommend taking more time on the features that you or your clients want to use. I wish that I could only pay for the features that I am using, but once I buy the whole product, it is ours. I can use this product to automate a lot of different Active Directory processes that we manually do. Next year, we are going to use some of those features. The price is good for what it offers. The problem is more internal time and resources to take advantage of all those features.
What other advice do I have?
I would rate OpCon a nine out of ten. It is a great product. Support is great. Just like any other company, they have some issues, but we have not encountered any problem where they said that we cannot do this. Their response has always been that we could do it. It may take longer, but they always come up with an answer. One good thing that I like about it is the many hours that it has saved us. It has saved us so much money and time, and that is why when I see the price now, I know it is worth it. It is really worth it because it saves us a lot of money.