Fortra

Fortra's Automate

8.6 /10

Claim Software

What is Fortra's Automate?

Boost your productivity with cost-effective, easy-to-use automation software that transforms virtually any business or IT process and brings together the applications that keep your business running. Automate offers scalable automation capabilities whether you need an RPA solution for one department or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built for the needs of any organization.

Company Details

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Awards & Recognition

Fortra's Automate won the following awards in the Robotic Process Automation - Enterprise category

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6 Top Rated Capabilities

7 Top Rated Features

Latest Award, 2024

4 Top Rated Capabilities

4 Top Rated Features

2023

10 Top Rated Capabilities

10 Top Rated Features

2022

Fortra's Automate Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Fortra's Automate.

87 Likeliness to Recommend

1
Since last award

96 Plan to Renew

1
Since last award

78 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+82 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Fortra's Automate?

4% Negative

10% Neutral

86% Positive

Pros

Respectful
Enables Productivity
Reliable
Performance Enhancing

Feature Ratings

Average 82

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Central Deployment

Concurrent Work

Real-Time Debugging

Optical Character Recognition

User Libraries

Action Logging

Exception Handling

Vendor Capability Ratings

Average 81

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Ease of Data Integration

Quality of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Fortra's Automate Screenshots

Fortra's Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Fortra's Automate Videos

Fortra's Automate Reviews

Hagaria B.

Role: Finance
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2023

Best Robotic Process Automation Software

Likeliness to Recommend

8 /10

What differentiates Fortra's Automate from other similar products?

When it comes to boosting business productivity, Fortra's Automate offers best features and makes automation easy

What is your favorite aspect of this product?

I like that Fortra's Automate transforms all business IT process It comes with amazing automaton capabilities It enhances business productivity

What do you dislike most about this product?

I haven't had any bad encounters with Fortra's Automate

What recommendations would you give to someone considering this product?

I recommend Fortra's Automate because it is the best and makes IT process automation easy

Pros

Helps Innovate
Reliable
Enables Productivity
Efficient Service

Claudia M.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2023

Trustworthy automation program currently in use

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

With Automate, connecting securely via FTP to other systems is really simple. We have utilized passwords, SSL connections, and PGP encryption of files; everything functions as intended and is simple to set up.

What is your favorite aspect of this product?

It is easy to understand and utilize. I rapidly learned how to build workflows and use the automation platform. It provides a wide range of activities, and it is simple to locate what we require to construct automation. HelpSystems provides excellent support and training, and they keep adding new integrations to aid with processes and bot development.

What do you dislike most about this product?

It is still not simple; we must backup, uninstall, and reinstall, and occasionally the Agent won't connect, in which case we must reinstall the Agent module. The upgrading issue ought to be resolved. Another issue is that the forms need to be improved before they can be integrated into the user experience.

What recommendations would you give to someone considering this product?

I strongly advise getting one of the training bundles from HelpSystems. You can buy a block of time designated just for private instruction with a licensed HelpSystems Automate specialist. The training time we invested in has proven to be tremendously beneficial and has enabled us to successfully roll out Automate RPA.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Lindsay M.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2023

Best Automation Solutions for Businesses

Likeliness to Recommend

9 /10

What differentiates Fortra's Automate from other similar products?

We also require our Windows OS to have access to database information, frequently in the form of reports. It is highly beneficial to use Automate to connect to the database, perform the query, and collect the data. It is the most useful instrument for us and does dependable work.

What is your favorite aspect of this product?

The very easiest automatic process software on the market, creatine makes it simple to automate everything from email lists to challenging project procedures. The support staff is outstanding, welcoming, and takes responsibility for any problems we may encounter. It takes hardly any time at all to respond. This tool's features and quick working style make it my favorite.

What do you dislike most about this product?

It can be challenging to learn from the manual alone and to get used to the syntax. A wide range of topics is covered by online resources. They only begin to scrape the surface of what is actually feasible. A few extra instructions on how to use the system in line with the designers' intentions could help.

What recommendations would you give to someone considering this product?

Demonstrating the product is essential, just like when buying any other product for yourself or your business. Before you buy Automate, I strongly advise downloading the demo version and giving it a try. By doing this, you can be confident that Automate will satisfy all of your needs and that you'll feel at ease using it.

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Trustworthy

Fortra's Automate

What is Fortra's Automate?

Company Details

Need Assistance?

Awards & Recognition

Fortra's Automate Ratings

87 Likeliness to Recommend

1 Since last award

96 Plan to Renew

1 Since last award

78 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+82 Net Emotional Footprint

How much do users love Fortra's Automate?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Code-Free Programming Drag and Drop graphical user interface to setup processes based on recorded user action and library of stock actions.

Role-Based Access Enable different levels of access based on role e.g. administrators can modify and see all data or department managers have access only to their data.

Unsupervised Launch Bots triggered to action based on a schedule or when prescribed conditions are met.

Distributed Work System is able to deploy additional bots to support overloaded bots based on process performance requirements.

Central Deployment Bots managed and published from a common location to provide version control, manage the bot's system access rights, and act as repository for future reuse.

Concurrent Work Bots can be synchronized to access resources at the same time and undertake processes in parallel from different machines.

Real-Time Debugging Identifying errors in process while bot is working.

Optical Character Recognition The ability to transcribe the image text into a format that is recognized as electronic text

User Libraries Stock of standard actions that are ready to use, as is, or that can be the building blocks of customized actions.

Action Logging Executed processes are logged for detailed auditing and compliance regulation.

Exception Handling Bots take specific standard actions based on unexpected conditions.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Fortra's Automate Screenshots

Automate Recorder

new task

task builder

calendar

reports

workflow designer

Fortra's Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Fortra's Automate Videos

Automated Loan Processing

Automate User Provisioning

Automate Overview

Carter Bank & Trust Achieves High ROI with Automate

Fortra's Automate Reviews

Hagaria B.

Best Robotic Process Automation Software

Likeliness to Recommend

Pros

Claudia M.

Trustworthy automation program currently in use

Likeliness to Recommend

Pros

Lindsay M.

Best Automation Solutions for Businesses

Likeliness to Recommend

Pros

Most Popular Fortra's Automate Comparisons

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Pega Platform

1
Since last award

1
Since last award

Feature Ratings

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Central Deployment

Concurrent Work

Real-Time Debugging

Optical Character Recognition

User Libraries

Action Logging

Exception Handling

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Ease of Data Integration

Quality of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training