Coming October 25: PeerSpot Awards will be announced! Learn more
2019-06-11T11:10:00Z
Miriam Tover - PeerSpot reviewer
Service Delivery Manager at PeerSpot (formerly IT Central Station)
  • 0
  • 5

What is your primary use case for HelpSystems AutoMate?

How do you or your organization use this solution?

Please share with us so that your peers can learn from your experiences.

Thank you!

10
PeerSpot user
10 Answers
DR
Clinical business analyst senior at a healthcare company with 5,001-10,000 employees
Real User
Top 20
2021-08-18T16:36:51Z
18 August 21

We primarily use the solution either for uploading and downloading files on vendor SFTP sites, reading data and files and looking at files to alert and take action, and internally moving files such as data extract and reports from one destination to another, including moving into a network folder or server. We also use it for data transformation and manipulation, such as converting files from text to Excel or CSV, unzipping files, leading rows and columns, reformatting rows and columns, and combining files. And then we also use the solution to connect them to databases to execute SQL statements to produce reports.

John Helbert Gonzalez Torres - PeerSpot reviewer
Automation Architect at Credibanco
Real User
Top 20
2021-05-14T07:44:40Z
14 May 21

We primarily use this solution in order to automate manual processes in our operations.

JP
Product Manager - RPA at a security firm with 11-50 employees
Reseller
Top 10
2021-04-08T16:58:24Z
08 April 21

I primarily use the solution for giving the sessions to the clients and trying to get them to set up AutoMate in their organization and also help them to design and create a workflow. For example, one of our clients, for a healthcare chain, was having a lot of COVID patients coming in in 2020. Their SAP systems are on 15(16) Field information had to go on to the Department of Health site, as all the blood samples are tested in the government hospitals. There were lab technicians keeping the SAP application open and they were copying all these 15(16) Fields of 2000 patients end of the day into the DOH website. That was taking them a lot of time. Two other people were hired to help. What we did for them was automate the process. We went into the SAP system and every three hours would download that information, then, we would go to the DOH site, upload these 15 Fields for all of the patients. After two days, we could go to the DOH website, and download their PDF document, which was a report on whether they had detected COVID or not. For the data we download we would enter the date into that Excel file for the hospital and attach that PDF document onto the top record of the patient. This way, there's complete information about the patient. With this solution, the cycle was complete.

Omayra Marchany - PeerSpot reviewer
Chief Administrative Officer at rpa total centroamerica
Real User
Top 10
2021-02-04T07:22:31Z
04 February 21

With Automate, as an example, if I have a supplier that provides me with items in bulk, the bot of the system will take the bulk order and divide it into individual units for sales. If the company that supplies me also charges for transportation, the system will divide those costs among each item so that I am invoicing and charging correctly when I am selling items on an individual basis. It does this based on the rules I set up on my end. It basically takes the work of many people and automates it.

FI
Business Analyst at a tech services company with 51-200 employees
Real User
Top 20
2021-01-06T10:32:58Z
06 January 21

We didn't actually deploy the solution. It was basically testing the product. It was just some simple testing we were doing. We've tried downloading reports from the new RP system, using RPA, and doing some manual uploading from some PDF files into our ERP. It was just used for some super simple operations to try it out and get a feel for it.

FS
RPA Architect & RPA Product Owner at Francisco Sosa
Real User
Top 5
2020-12-30T10:02:01Z
30 December 20

We use the solution to automate some repetitive tasks which we execute in IT areas, such as backups, for instance. Also, we developed a systems support enterprise related to the transport industry that captures information that comes from electronic sources like Excel and other types of forms. In addition, we also make prototypes supporting the inbox and in the backend. The system looks for information that the user requests.

Learn what your peers think about HelpSystems Automate. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
633,572 professionals have used our research since 2012.
Ton Roelandse - PeerSpot reviewer
Senior Principal @ Trexin - an Architecting Delivery Executive and Fairy Duster in Chief at a consultancy with 51-200 employees
Real User
Top 20
2020-10-01T09:58:00Z
01 October 20

We are a solution provider and this is one of the RPA products that we have evaluated for our clients. We do have experience with it because one of our clients has been using it. However, this is not the right tool for our clients and I would not be comfortable bringing it up. It is used for very rudimentary stored-procedure automation. Basically, it is for running scripts.

Jack Frano - PeerSpot reviewer
Principal at Adaptive Growth, Inc
Reseller
Top 5
2020-09-02T06:45:36Z
02 September 20

Adaptive Growth is a reseller for HelpSystems' AutoMate Robotic Process Automation software system. Our primary target markets are manufacturing and distribution companies. We also feel that nursing homes and trucking companies are markets that RPA will provide tremendous benefits in operational cost reductions. HelpSystem's PDF and email integration into business software workflows is a great benefit for most any company.

LP
Chief Technology Officer at a computer software company with 51-200 employees
Real User
2020-06-04T09:41:23Z
04 June 20

Our use case for this solution is in the HR department. We are a company that has external consultants that perform services for other companies, and each employee has to give us reports describing their hours each month. Based on these reports, we charge the customer accordingly. We have PDF files that are scanned and sent to us by phone. These are from our employees on the customer's site, and our human resources personnel review them afterward. The reports are compared with our in-house system, the files are reviewed, and the hours are approved. Once this is complete, an invoice is sent to the customer.

LM
Senior Manager at a consultancy with 201-500 employees
Real User
Top 5
2019-06-11T11:10:00Z
11 June 19

We are a service provider and we use this solution to automate processes for our clients. Our customers are in a variety of businesses including banking, insurance, energy, and healthcare. There are lots of use cases, especially in the insurance and banking industries, but we are expanding into other industries as well. An example use case for our clients is the automation of invoice payments.

Related Questions
JD
Analyst, Intelligent Automation at a financial services firm with 10,001+ employees
Jun 29, 2021
Hi,  We are a large multi-national corporate financial services provider. Governance and Business Continuity are a key part of our design and implementations.  We operate in 10+ geographies with various degrees of market maturity and capabilities in a "federated model" type. I would like to understand the key "generic" but universal Governance and Business Continuity requirements that HelpSy...
See 2 answers
Rony_Sklar - PeerSpot reviewer
Community Manager at PeerSpot (formerly IT Central Station)
20 July 20
@reviewer1356150 @Nilesh Pawar @reviewer1390509 @Alex Yuan @Hayaa Kayasseh you've all recently written reviews for one of these products. Do you have any insight to share with @reviewer1373997 about governance and business continuity requirements for these products?
Mohammed Tafazal - PeerSpot reviewer
RPA Lead Architect and Manager at Areteans
29 June 21
For any RPA tool it required have a generic /universal governance model where  1. sponsor or Head of RPA implementation 2. Business analysts 3.Architects(solution/technical) 4.Developers ( Full stack - Build, Test and SIT) 5.Scrum master or Sprints head or Project manager 6. QA ( Test automation) - optional Above generic governance model/structure roles for handling any kind of RPA process. One proven way to implement centralized automation management is via a CoE. The best practices of Robotic Process Automation states that the use of bots doesn’t increase negative risks for the organization in the development of reusable solutions. The responsibilities of a Centre of Excellence will depend on the exact governance model used. The most common activities include the following: Drive RPA in the business, training teams, and increasing awareness of RPA in those. Calculate the criticality and quality of the developed solutions, ensuring the application of best practices. Monitor the operation of bots and guarantee that execution SLAs (service-level agreement) are met. Follow and report the main development stages. Guarantee the execution of established governance processes. Guarantee the continual improvement of processes and tools. Business Continuity Requirements: To have backup or disaster recovery machines for the critical RPA processes with load balancing using central orchestration in different clusters. For any of the RPA there is orchestration tool which handles all the initiation and processing from one location have it maintained well from risks and disasters with load balancing. This will helps in business continuity.
Nurit Sherman - PeerSpot reviewer
Content Operations Manager at PeerSpot (formerly IT Central Station)
May 29, 2019
Is it required in your company to conduct a security review before purchasing robotic process automation software? What are the common materials you use in the review?  Do you have any tips or advice for the community?  Any pitfalls to watch out for?
2 out of 3 answers
Birinder Singh - PeerSpot reviewer
Founder | RPA Solution Architect at Auxiliobits Technologies
29 May 19
See here http://bit.ly/2WCIR53 Recognize the potential security risks associated with the Robotic Process Automation in an organization. Understand what features are available out of the box from the solution being deployed. For instance, if a solution being deployed is architecturally security supportive then we can make use of it to its best. Apply best practices while implementing and deploying an organization-wide RPA solution. The key to avoid security breaches is to first identify various potential security risks associated with an RPA project. The risks that a company must consider may include one or all of the following: - RPA robots may have access to the credentials that are normally possessed and used by a human worker. - Robots may have access to company privileged information. This information can be anything from personal staff data to financial data. -There is also a risk of unauthorized modification of automation workflows or their run time parameters in the production environment. -The modifications of automation workflows can also happen during development for which measures should be taken beforehand.
Sukrutha Kini - PeerSpot reviewer
Project Manager at a tech vendor with 201-500 employees
29 May 19
In my view, we should ask the vendor of the tool to do the security review and share the report and certificate. I am sure they do a periodical review of their tools.
Download Free Report
Download our free HelpSystems Automate Report and get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
DOWNLOAD NOW
633,572 professionals have used our research since 2012.