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

Thomas C.

Role: Information Technology
Industry: Banking
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2021

Quick to setup and automate tasks and data

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

Easy to use and setup automations

What is your favorite aspect of this product?

On premise controls

What do you dislike most about this product?

More library options

What recommendations would you give to someone considering this product?

If you are looking to automate moving data and tasks this is the product for you

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Paul R.

Role: Information Technology
Industry: Banking
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2021

Great company and a great product!

Likeliness to Recommend

9 /10

What differentiates Fortra's Automate from other similar products?

Automate is quick and easy to setup. You can begin building RPA workflows almost immediately. The UI is intuitive and comes out of the box with tons of baked-in actions. Truly a no code/low code solution.

What is your favorite aspect of this product?

HelpSystems as a whole. Their customer support, training classes, and follow-through are amazing.

What do you dislike most about this product?

The SharePoint integrations and capabilities could be better, as well as the IBMi integrations and capabilities. Some of the actions could use more parameters/options within them, to make them more powerful and prevent you from having to use an additional action to accomplish what you need.

What recommendations would you give to someone considering this product?

If you plan to leverage Automate for IBMi automations or SharePoint automations, make sure you're aware of the limitations and the work effort required to do so.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Ronald L.

Role: Information Technology
Industry: Insurance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Sep 2021

Intuitive Integration Automation

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

The Drag-and-Drop 'scripting' with fill-in interfaces for the details means I don't have to know other coding or OS syntax to get things done. This means I can focus on the applications. However, if I choose to use Groovy or Go or PowerShell or even DOS scripts, I can drag in an Automate tool that lets me point to folder locations and execute them.

What is your favorite aspect of this product?

I love the 'no coding needed' approach and the fact that everything is included. I don't have to buy separate module packs for additional or improved features for file-transfers or data transformation.

What do you dislike most about this product?

We tried BPA/Enterprise (Plus/Ultimate) a couple times. The problem that kept driving us back to Regular/Desktop was that we could not make one BPA/Enterprise instance use a different set of global constants in the development vs production environments. We wanted to be able to say "Here's a Task; run it on the Development server with DEV values. Okay, it works. Now run it in Production with PROD values." This is critical for IT development because it allows us to build tasks without causing problems to production systems and separates the production errors (and resulting HelpDesk tickets) that affect business from non-production bugs.

What recommendations would you give to someone considering this product?

Even if the people creating Tasks (jobs, workflows, whatever the vendor calls them) enjoy writing OS and programming language code, consider this product because it makes application integration easier and OS or language scripts will augment Automate's intrinsic flexibility and power.

Pros

Performance Enhancing
Enables Productivity
Respectful
Continually Improving Product

Cons

Vendor's Interest First

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

Thomas C.

Quick to setup and automate tasks and data

Likeliness to Recommend

Pros

Paul R.

Great company and a great product!

Likeliness to Recommend

Pros

Ronald L.

Intuitive Integration Automation

Likeliness to Recommend

Pros

Cons

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