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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Real user data aggregated to summarize the product performance and customer experience.
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Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
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
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+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?
Pros
- Respectful
- Enables Productivity
- Performance Enhancing
- Reliable
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
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
Fortra's Automate Screenshots
Fortra's Automate Downloads
![[Case Study] Automate Oregon School Association Download](https://cdn-private.softwarereviews.com/production/downloads/offerings/7095/pdf_thumbnail/Automate_Oregon_School_Assocation_Case_Study.png?1675359494 "[Case Study] Automate Oregon School Association Download")
![[Case Study] Automate Carter Bank and Trust Download](https://cdn-private.softwarereviews.com/production/downloads/offerings/7095/pdf_thumbnail/Automate_Carter_Bank_and_Trust_Case_Study.png?1675359459 "[Case Study] Automate Carter Bank and Trust Download")
Fortra's Automate Videos
Automated Loan Processing
Automate User Provisioning
Automate Overview
Carter Bank & Trust Achieves High ROI with Automate
Automate Recorder
new task
task builder
calendar
reports
workflow designer
Fortra's Automate Reviews
Thomas C.
- Role: Information Technology
- Industry: Banking
- Involvement: IT Leader or Manager
Submitted Sep 2021
Quick to setup and automate tasks and data
Likeliness to Recommend
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
Submitted Sep 2021
Great company and a great product!
Likeliness to Recommend
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
Submitted Sep 2021
Intuitive Integration Automation
Likeliness to Recommend
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
