Tungsten TotalAgility Reviews

The product is really good, and it is easy to use. It comes with multiple integrations. The solution keeps up with the trend of Microsoft Copilot and AI. The tool's digital mailroom feature can handle documents from multiple sources. This includes incorporating documents from scanners, multifunctional devices, email attachments and various importers. Kofax TotalAgility's OCR capabilities process structured, semi-structured, and unstructured documents. Additionally, it supports both on-demand requests and batch scanning.

The main feature I find exceptional about Kofax TotalAgility is its ease of use. While many business process management tools offer similar features, the solution stands out for its simple setup for KPIs and easy configuration of processes and forms. Additionally, it provides auto-generated forms. The solution was also easy to integrate with existing systems and workflows. 

The tool provides insights into document extraction and classification, including confidence percentages. The system can automatically proceed or route documents for validation based on these metrics. In HR systems, Kofax TotalAgility enables the creation of workflows for employee requests, such as leave approvals, based on predefined criteria like tenure or behavior. Similarly, KPIs can be integrated into customer care to monitor agent performance, tracking metrics like ticket volume and resolution times.

The product's console version is old. It should also improve its forum. 

I have been working with the product for more than 10 years. 

I rate the solution a nine out of ten. It is good product that users can trust. 

Most of the time, it'll be used for some invoice processing and AP (accounts payable) processing. I worked on some insurance company use cases, including claim processing, new business documents, and data extraction. Primarily, it is used on invoices processing and AP processing.

The training is very helpful. You can train the document. There is a machine learning feature inside the solution. When the documents come in next time, it'll actually try to extract the data with minimum configurations.

Even normal business users can train on the Kofax system. That is one of the features which is very good in Kofax TotalAgility.

The image announcement features are really good. For example, with the conversion of the documents from color to black and white and the after-image conversion, the quality of the document really increases sometimes. The size reduces. That way, it can help to store the documents for the long term.

It's not so complex to design what you need to. Even for developers, it’s very easy. I have worked on a few other products wherein workflow configuration and other things were really difficult. There will be a lot of customizations required. However, in this product, there is not so much customization required.

A lot of out-of-the-box features are available. We can reuse those, and there is an out-of-the-box RPA integration. You can integrate Kofax RPA whenever you want to do something with your legacy system. You can use that RPA integration, and you can perform the operation using the robot.

In terms of OCR, if you see the OCR currently is using some omni reader, such as ABBYY OCR engine. There is a lot of OCR technology. It is all really good now. If you look at the OCR by Google or the other Microsoft OCR we have, we get a good OCR result compared to the Kofax OCR engine. There should be some integration allowed so that we can use the OCR results from any other good OCR engine. While the image, the field extraction, is really good in KTA, the OCR result is not so good.

The handwritten aspect is not so perfect. It’s still maybe 40% or 50% accuracy. It is not easy to read handwritten text since the handwriting will differ from one person to another person. It needs improvement. When you look at the Google OCR engine, the OCR result of your handwritten data is not so good.

There is something called Quick Capture. Quick Capture is something that is helpful for the end user. With it, there will be less dependency on the developer. However, we can't do table line item level extraction. Table line item extraction is not possible through Quick Capture. We’d like to have this capability.

I’ve been using the solution for more than six years.

It is a stable solution. I have worked with many big companies where they scan millions of pages every year, and hundreds of users are using it every day, and it is a stable application. It’s reliable. There are no bugs or glitches. It doesn’t crash or freeze.

The solution’s scalability is excellent in terms of adding more users to the system. It is capable of handling hundreds and thousands of users. I have worked with a company where maybe there were not just hundreds if not thousands of users using this.

Recently, we completed one project for an Indonesian customer. They have a mobile application that is developed using Kofax mobile SDK, and we have a KTA on the server side, and thousands of agents are using it. More than 100 users are using the data verification on the server side, and more than 3,000 or 4,000 agents are using the mobile app.

Sometimes we involve the technical support team if there are any issues we cannot solve. Most of the time, they are very helpful, and if there are some scenarios where we need to involve the technical support team.

Positive

There is no specific reason I started working with Kofax. I started working with the product called Intelligent Capture, which is similar to Kofax Capture. Initially, I started working on that 16 years back. Then, Kofax was an enterprise-level product. I wanted to work on this and then that's how I got into Kofax Capture and then gradually, I moved to Kofax TotalAgility.

It's not so complex to set up. It is straightforward. I have been working on this OCR data extraction for a very long time, I felt it's not so complex. It is easy for a business user who may not be technical. It’ll be easy to configure. It's not as complex as other products.

The deployment depends on the number of documents. For example, if you want to process invoices, the installation development requires a little bit of customization. The deployment with the production and user training can happen within seven to eight weeks. When there's a different type of document when you have a company-specific document, then the time it takes may increase. However, for standard invoice processing, the deployment should be completed within eight weeks.

In terms of customization, maybe you may have to have some web services to integrate with your core system or need to export the OCR field data and the documents to the core system. All these things can happen within eight weeks.

There are different sets of licenses available. There are concurrent user licenses. There are different options. However, I'm not involved much on this sales side. I'm more involved in the implementation of the solution.

It is a bit expensive. However, it is worth the money since it can be used for multiple processes. For example, a company can use the RPA capabilities and the integration with their core system, and if they use invoice processing, with invoice processing, they can use any other documents processing. The cost will be worth it, however, if an organization just goes with invoice processing, it may not be worth it.

I'm currently working as a freelancer. I am not into any company, I do freelancing on Kofax. I work with multiple customers - it's not just one customer.

I’d advise potential new users that Kofax is an expensive product. It’s not a cheap product. I have been in this industry for a very long time. I can share that users will get excellent field extraction features. They can get out-of-the-box RPA capabilities, and they can get the enterprise-level, good product for OCR.

I’d rate the solution nine out of ten.

Our primary use case of TotalAgility is for extracting data from structured and unstructured documents. Structured documents refer to statements and documents that have a defined structure. Our unstructured data refers to non-standard forms or documents where keywords are required to extract data. We are customers of TotalAgility and I'm the company vice president.

Data extraction and auto-classification are great features. We have over 15 applications, and the performance is good; we're able to extract the data that we need.

Kofax needs to improve the low-code or citizen developers rather than focusing on other cloud solutions for data extraction. We've found them to be a little more robust on their low-code citizen developers, but they need to improve quickly in order to compete with other market vendors.

I've been using this solution for five years. 

The solution is stable and we have very few production incidents. We haven't had any issues in the last few months. 

The solution is scalable. If you want to add more power, you need to process more and you can always add more transformation servers that do actual extraction and classification. Scalability is a matter of how quickly your company or your environment can set up a VM. That's all it is. 

The vendor technical support is good. They respond relatively quickly although it can sometimes take a little while to get a resolution. Overall, they're good. 

We also use Microsoft Cloud solution and IBM Datacap. I think Kofax is more advanced than Datacap; it's easier to use and easier to develop. Microsoft has more in terms of low-code citizen development. They are more advanced than Kofax, although Kofax is a complete product, and therefore provides more features. 

The initial setup is easy and it's also easy to upgrade. There are challenges but in comparison to other products, it's easy to upgrade and easy to deploy. Deployment generally doesn't take long unless there's a dependency on other systems that need to be tested. We now have an in-house team and deployment usually takes less than an hour. 

The licensing cost is competitive. There is the initial cost and contract so it depends on the agreement you reach with the vendor. Licensing is on a per-page basis. Other products have licensing based on the CPUs, so if you're adding power, then you'll have to think about purchasing more licenses.

I think Kofax is a good product. I would definitely recommend it to anyone looking for document extraction or classification, or data extraction from structured and unstructured documents. They've been on the market for a long time and are one of the market leaders.

I rate this solution eight out of 10. 

We use this solution primarily for its data extraction. It is a very simple OCR compared to other OCRs available on the market. Kofax is very easy to use, UI-friendly and allows easy data extraction.

Kofax should improve its handwritten extractions. I believe Google has some OCR that extracts handwritten data, but it is very costly from a business perspective. Kofax can extract handwritten data, but even an improvement of ten percent would be great.

We have been using this solution for three years and currently use version 7.10.

It is a stable solution. It is very straightforward, and we have not faced any issues.

It is a scalable solution. I am the only developer using Kofax TotalAgility in my company, while the others use KTM.

We have used technical support in the past, and I rate the technical support a nine out of ten.

We used only KTM before and now use Kofax TotalAgility (KTA). KTA is the new version combining KC and KTM.

The initial setup was straightforward and not complex. However, it is complicated if you try to play the solution in the IAS server. On the other hand, the deployment did not take much time either.

We have a license, but I am unsure of the details around it.

I rate this solution a nine out of ten. If Kofax improves their handwritten mode settings, I will give them a ten out of ten.

I would recommend Kofax TotalAgility. We previously worked in the RPA domain and faced some difficulties using it. But with Kofax TotalAgility, there is no difficulty. It is easy to develop, and developers can drag and drop. There are a lot of activities you can perform with it. It is an LCAP platform, benefiting those who don't know how to code.

We are using Kofax TotalAgility for data extraction for the mortgage industry.

we have seen a significant cost reduction by passing many manual interventions that where required to identify and extract data from different Tax Forms .

We have also increased out throughput and accuracy.

Seamless integration with BPM tool.

Kofax TotalAgility could improve the OCR engine. The page OCR engine is not accurate in predicting the data properly.  And also the Trainable document separation methodology is not accurate in classification even with a significant larger data set.

I have been using Kofax TotalAgility for approximately two years.

Kofax TotalAgility is stable.

The support is not good. They are not responsive.

The initial setup of Kofax TotalAgility is easy. It does not require training. It's self-explanatory.

We did the deployment of the solution ourselves.

The price of this solution is less than some of the competition.

The tool is not up yo the mark at all for what we needed it for.

When deciding if this solution is the right fit one has to look at the tradeoff between cost and accuracy. If they want more accuracy instead of the cost-effectiveness of this solution then they will have to choose something else.

I rate Kofax TotalAgility a three out of ten.

We are systems integrators, and we build solutions for our customers, so we use Kofax TotalAgility to build solutions for accounts payable and mailroom purposes.

Essentially, Kofax TotalAgility as a whole is quite nice. As of now, we've only been able to use and explore its document classification and extraction capabilities. We haven't explored and used the case management capability yet, but the scan and capture capabilities we've been using heavily and those are quite good. Our solutions are mainly around those areas of Kofax TotalAgility. We haven't explored the product a lot, but the capabilities we've explored are good.

Kofax TotalAgility is quite vast and complex as a product. We came from Kofax Capture and Kofax Transformation, then we started learning Kofax TotalAgility, so there are a lot of things that were quite straightforward in the Kofax Capture and Kofax Transformation cross-motion modules, but to do those in Kofax TotalAgility was a bit more complex or quite long-winded and could be improved.

In the next release of Kofax TotalAgility, it would be good to have a straightforward low-code or no-code process because there were instances we struggled with having to put logic into a script or a .NET script, then calling that script, instead of the process being low-code, no-code.

I have three years of experience with Kofax TotalAgility.

Kofax TotalAgility is a stable solution, as long as you know what you're doing and you have an understanding of product features, for example, how to use and how the features work, whatever you build will be sustainable and stable.

Kofax TotalAgility is a product we can scale.

Technical support wise, because I've been working with Kofax not just on Kofax TotalAgility, but other products as well, and I've been working with Kofax products from the past ten to twelve years, the support is quite good and the support team responds and assists in a timely fashion. Kofax support is very good.

Kofax TotalAgility was not easy to set up. If you talk about the product being full-blown, and even in the solution side of my company, setting it up was not as straightforward. In the latest version of Kofax TotalAgility, there's this feature called Quick Capture which I haven't tried, but I've seen a demo, so if I believe what was on the demo, then that process is quite easy to set up, but with the solutions my company builds, as far as the setup of Kofax TotalAgility is concerned, wasn't easy. You have to do three processes, and unless you have something already in place which you can copy or reuse, you have to set up the processes from scratch, but as long as you know what you're doing, then it can be slightly easier to set up, but you just can't do it in a blink of an eye. It's not that easy, but if you know what you're doing, then it won't be very complex or very hard, so I could say the setup has medium difficulty.

From a deployment perspective, how long it takes would still depend on how complex the solution you have built is, but based on my experience, it has medium complexity. You can create packages, then you can export and import the packages onto the designated deployment environment, but then if you have some additional databases or additional custom DLLs that you might be interfacing, or if you have an element of RPA or any of the external web service, those would be additional, so again depending upon the complexity of your solution, the deployment time will vary.

The licensing cost for Kofax TotalAgility is very expensive, though I'm unable to give you the range, the sales representatives of my company say that the product is quite expensive.

I started with version 7.3 of Kofax TotalAgility. I'm currently using version 7.6.

Kofax TotalAgility isn't used within my company, but my company builds solutions through it and deploys the solutions to customers, and currently, the product has twenty to twenty-five users.

My advice to people looking into using Kofax TotalAgility is that if the deployment is on-premises, as long as you're willing to invest even if it's expensive, it can be a good solution. It can be a good product for BPM. You can do BPM projects with it. You can do case management and capture extraction with Kofax TotalAgility, but it can also integrate quite seamlessly with third-party applications, so it's quite good. For small to medium-scale companies who would still like to utilize the product or have interest in the product, it's best to leverage either the cloud solution directly from Kofax or a multitenant system, for example, building a multitenant system for small-scale industries or companies, and sell the solution on a subscription basis to make it a little more cost-effective, to save on spending rather than having an on-premises solution spending on hardware and software. You can buy on a subscription basis or SaaS and benefit from it.

As I haven't completely explored Kofax TotalAgility, based on what I know, I would rate the product seven out of ten.

My company is a partner of Kofax TotalAgility and used to be called a diamond partner. My company is a reseller of the product and builds solutions using Kofax TotalAgility for customers who are the end users. There's one department: the outsourcing department that's an internal customer that uses the product.

I'm using a Kofax document extraction application, however, it doesn't only do that. It can also capture some stuff and can export and extract data from documents.

One use case would be that we develop the application and deploy it on the server, and then we get users to process whatever that we develop for them depending on the type of document that they're using. For example, if they have to extract data from proof of residence, you'll get a name, address, et cetera, depending on the client. You can scan through a document using this application and once they've scanned through a document, there are different queues that the document goes through. The first one will be the scan queue and then the next will be document review where they're reviewing the document now structured with current data. 

We've preconfigured everything on the server. Once they confirm everything, they can move into the next queue, validation. Validation is making sure that the data is valid and all the mandatory fields are there or you cannot submit. The ID number on the document, that's mandatory, the user has to enter that. The tool checks those kinds of things. And, depending on the document, they have to also make some calculations.

We used to work with statements as well, bank statements, and we would perform calculations. That's the validation. 

The export is the last part. Once they submit the validated documentation, a user can move now to export. We would also call in some services to come and then check data and then compare it and then populate it. You can export it as a PDF or text. Some data is exported to IBM Content Manager or Content Navigator. Kofax itself has types of export connectors. Depending on the client, we will integrate with different solutions. 

Being able to extract data from documents is great.

The capability of this tool is great. It can work like your C Sharp, your Java, et cetera. We had to replace something that was developed using rebe.net and we built it using TotalAgility for a call center department. For example, if a bank was dealing with a lost or stolen card, the client would provide details, and we would save them in a PDF. We had a two-step system where we could take the PDF we created and deploy it into another system for extraction and export. It made everything very easy.

It has its own monitor, where it monitors all the Kofax servers. This is great for monitoring. Other solutions don't offer this. If there are web services running or other things, it will monitor for that.

It has different types of export connectors where it exports to. Depending on the client, it integrates with a lot of systems out there. 

There are also already a lot of built-in features, meaning you don't have to install and integrate many third-party plugins. It has a lot of its own stuff.

Now it has an OCR, optical character recognition, engine where it can extract data from the document. 

You can deploy the CSV file and put it within Kofax, and then it'll search from the CSV file as well. For example, let's say you have a long list of names. It's integrated with scanners so it's easy to find the data you need. 

They have cloud platforms you can use as well. 

They really are trying to reinvent themselves all the time.

The initial setup is easy.

Sometimes there isn't enough accuracy when it comes to extracts. A user has to validate the data to make sure that the data is correct. If that step is improved, then it's perfect. We need a level of hundred percent on the extracted data. Right now, we need a user to validate and make sure that the data is correct, which is an extra step and takes some time.

This is especially true if the documents we are extracting from are handwritten. A's sometimes read as 8's, for example. 

For the most part, they have so many different aspects right in Kofax, I can't speak to if there are any missing features. 

I've used the solution since 2013.

You do need to keep it updated so that you can avoid dealing with bugs and things of that nature.

I do find the stability to be quite good. It's been pretty easy to maintain.

We're a small company. Maybe only seven people really use it. We do use it on a daily basis. 

It's pretty easy to scale.

We have been in touch with technical support in the past. They were quite helpful and we are satisfied with the level of service on offer.

It's easy to set up the solution. It's not an overly complex process. It does depend on the level of experience a user has, however, I found that it was pretty quick to learn. The amount of time it takes to deploy also depends on the scope of the project. Sometimes, it can take a while. 

In terms of maintenance, they keep on delivering new versions of Kofax. If you are using an older version, you find that you come across issues. Maybe using an older version, they will tell you that they no longer support it. If you log an incident with Kofax directly, they will tell you that they no longer support it or not and you may need to upgrade. You might find that the application is not performing as it's supposed to if you do not maintain it by updating it.

Everything is included under the license. 

It's a bit expensive. We were using TotalAgility at one of South Africa's biggest banks, and we had to use a tool or an application that is a Kofax competitor, and their license was a bit cheaper. The manager there said that the Kofax licenses are expensive compared to the competitor. However, we do see the quality it brings. We prefer to pay more for Kofax as we see its value.

We are a Kofax partner in South Africa.

I would recommend the product depending on the type of service that you want to get. From my experience, there are other products that are like TotalAgility, however, for me, it's the best product based on the interface configuring, which is quite simple. I've used other products and it's a bit complicated to get something that's so simple - which is what you get when using TotalAgility.

I'd rate the solution at a nine out of ten.

It is an intelligent automation platform. It is for the automation of processes. 

I am using the latest version, and in terms of deployment, it supports both on-premises and cloud deployments.

You can build applications or design forms with minimal coding. Its target audience includes business users who have some IT skills. They're not software developers. They are citizen developers. If they have that IT mindset, they can build and automate some of the processes.

If you have different applications running, but they don't talk to each other, you can use KTA to integrate them and remove the manual steps. By using its various tools and capabilities, you can enhance the performance of humans. An example would be a bank where a customer service representative deals with the end customers in the bank. He accepts some forms and requests, and then he has to go to the core banking system, such as web banking or internet banking system, and connect to Excel sheets or other different applications that he might be using. With KTA, all the systems can be integrated into a single process. The customer service representative can track the complete job in one KTA system, which is integrated with all these diverse systems. He can get visibility in terms of the SLA, performance indicators, and time spent completing the job. The management can see the KPIs.

Its integration capabilities are valuable. It has low code/no code features. You have to do minimal coding. 

It is not just a process designer or a traditional BPM software; it is an intelligent platform that uses robotics, electronic signatures, BPM process management, case management, and document capture with OCR technologies. It is a platform for automating all the manual processes and semi-automatic processes in an organization. 

Room for improvement would be better OCR functionality in terms of Arabic OCR. There should be better accuracy.

In addition, when you design the forms, there should be inbuilt facilities for collaboration, document sharing, and providing feedback and comments. All those features should be there in the form design.

I have worked with this solution off and on for five to six years.

It is a very stable product. Once you go live, the process that you've automated is satisfactory, and it fulfills your requirement. It works fine.

It is very scalable. It is also easily scalable. If we want to have a very big application, we can have a lot of servers or instances.

In terms of its users, because I'm the Professional Services Consultant, I don't use it, but we have some customers with thousands of users. It is being used in very big companies where thousands of users are there.

It has its own knowledge base. The whole documentation is available for free for everyone, and there is also a dedicated technical support team. They have a very highly skilled technical support team. You get very good quality support. I would rate them a 5 out of 5 because they're really skilled.

Positive

I have used other BPM software previously. I switched to Kofax because it has a lot of options in terms of intelligent automation. It has its own RPA, its own OCR engine, and its own process designer. The mobile component is also there, and a lot of verticals are there for invoice automation, process automation, accounts payables automation, customer onboarding, and check processing. There are a lot of applications and a lot of tools in the kit. It is an all-in-one package.

It depends on the size of the implementation. You can do the installation very fast in just 15 to 20 minutes with a few clicks, but because it is an enterprise application, you might have requirements for load balancing and high availability. You might want to have a failover system for disaster recovery. In such cases, it will take more time. 

It was done in-house. It should be done by trained professionals of KTA. That's the best practice. The end users or customers can also do it, but they should get trained on that.

The number of people required for deployment and implementation depends on the size of the implementation. In a small organization with a few users and one or two servers, only one person can maintain it. A very big organization with a lot of processes, users, and servers, such as 40 servers, would need more people for maintenance.

It has a perpetual license. You pay once in a lifetime for the volume of scans you will do and the number of users you will have. You can have participants or regular users, and you can have developers and administrators. So, once you purchase it, it is for a lifetime, and then every year, you have to pay for the maintenance. There is an annual maintenance cost, which is about 18% of the licensing cost.

I would recommend this solution. Nobody is working on paper and pen now. Everybody has some applications. Even Excel sheets are gone now. People are using robots and BPM software, but applications are disconnected. KTA will connect all the systems and lead the intelligent automation.

I would rate it a 9 out of 10. I would not rate it a 10 out of 10 because no product is 100% ready with all the features. There is always room for improvement.