Why You Need Process Automation Software and How to Pick One

Why You Need Process Automation Software and How to Pick One

Featured Bonus Content: Download the FREE Guide on How to Select the Right Process Automation Software for Your Business! Click Here To Download It.

Like a car, your business comprises various processes to function productively. Take the windshield wiper of your car as a process to help your driving experience when it rains. It can be flicked to wipe once or flicked to wipe continuously without input from you (automatically). If you can’t flick the switch to automatically wipe the water off when rain falls, you would have to move the lever manually every couple of seconds.  

It doesn’t stop you from driving, but even as an experienced driver, it would make you slower, potentially cause accidents, and eat time that should be invested in getting to your destination (a.k.a., delivering quality work to your clients). And if you’re focused on a simple manual process like flicking the wipers, you can lose track of the big picture, which is delivering quality work to your clients and increasing revenue.

business processes

It’s the same with your processes. Whether you’re a business, school, NGO, government organization, military group, or religious center, having to perform some repetitive tasks can become tedious and unproductive over time. But process automation tools curb this. 

But what if the system fails? Isn’t time spent automating better spent working? Won’t it disrupt our workflow?

Yes and no.

Keep reading to find out.

Chapter 1: What is Process Automation Software?

A process is a step-by-step action plan used to achieve a particular goal. For instance, sending a follow-up email after a client submits an intake form before actually reading the content of the mail is a process. The goal is to make the prospect feel seen and keep them in the loop while waiting on your response.

Here’s an example from Greenhouse after applying for a job through their platform:

What is Process Automation Software?

Automation is the use of machines and computers to perform tasks that were once done by humans. For example, instead of a human writing and sending the email each time someone submits a form, you can use an automation tool to schedule the message, and it automatically sends it each time someone submits a form.

Process automation is using machines and computers to perform your processes instead of your staff, like the example above, to reduce stress, inefficiency and increase accuracy. 

The image below shows how the email was automated:

automated email

Process automation software is the tool you use to perform these tasks and processes instead of human workers.

Chapter 2: SubTypes of Process Automation Software

SubTypes of Process Automation Software

Business Process Automation Software

Business process automation (BPA) is a subset of process automation. As the name implies, BPA refers to Automation in service-oriented businesses, while process automation encompasses BPA and Automation in any industry.

IT Process Automation Software

Information technology (IT) process automation software is a specific kind of process automation software. It is designed to be used mainly by the IT department to automate IT-specific tasks.

Some other specific process automation software may include design process automation software that are used to automate design processes. Basically, process automation software can be designed in a way that focuses on automating the processes of a single department.

Process Automation Software vs. Robotics Process Automation Software

Robotics process automation (RPA) software is often used interchangeably with process automation software (PAS), but it’s not the same. RPA software is a subset of PAS. With RPA, robots can mimic human activities that involve critical thinking like answering customer care lines and responding to customers via a chatbot. A process automation software can then send the conversation report to the customer care support when the conversation is made.

The core difference between RPA software and process automation software is RPA stays on the front end and monitors how humans input login details, collect details from forms and answer pre-programmed questions, while PAS deals with the back end, which means the software works with conditional statements like if/else/while/for to perform a task. 

For example, RPA can be easily programmed to do any basic task a human can do. These tasks are usually repetitive, high-volume tasks such as answering routine customer questions about hours, prices, and product details. BPA can automate a series of tasks in the operational process, whether front-end or back-end. Instead of automating individual tasks, it automates the flow of tasks from one work activity to the next. 

Here’s a five-minute explainer video of RPA. 

Another example using the windshield-wiper analogy: a process automation software is similar to you flicking the wiper before it starts wiping automatically and then having the lights come on in response to the wipers starting; with RPA, the software would monitor how you flick the wiper on, flick it for you, and then it starts wiping on its own. So, you don’t have to do anything.

You can also read more about RPA here.

Process Automation Software vs. Process Management Software

Business process management software (BPMS) is a tool companies use to design, monitor, and optimize their manual and automated processes to ensure that their processes deliver results based on your company’s policies and procedures. BPMS helps you check if your processes are as effective as you think they are, whereas process automation software is used to automate the processes that have been designed in your BPMS using computing logic.

Process management software (PMS) is how a company manages and improves both its automated and manual processes, while process automation is a way of automating some manual business processes.

Process Automation Software vs. Work Instruction Software

Processes are made up of procedures and work instructions. Work instruction software is a tool that companies use to outline the step-by-step instructions, policies, and procedures that employees need to carry out to achieve a certain business goal. It doesn’t automate it for you. It just lets you design, manage and update your instructions.

Read more on work instruction software.

Chapter 3: The Benefits of Process Automation Software

The Benefits of Process Automation Software

Process automation software has many benefits. Some of the key ones are listed below. 

To achieve tasks efficiently: Process automation tools help you complete a series of tasks effectively and consistently. Human error and uncontrollable human circumstances can hinder efficiency, but automated tools are less prone to such errors. 

To reduce operational cost and increase scalability: Automating a process reduces the cost of performing that task. Without Automation, you’d need to hire someone to do that task. You’ll also need to pay them and provide the equipment they’ll need for the task. But with automated processes, you only need a process automation software provider to set up the software, and the processes can run with little human intervention. This would, in turn, increase scalability because Automation improves the performance of tasks while cutting costs.

To improve accuracy: Humans can easily get tired and distracted, and this can impede accuracy, but automation software is more accurate unless the programming is wrong. If not, automation software can go years without an accuracy problem. 

To increase productivity: Humans have limited hours in a day. They get tired and need to recharge, or they can fall sick and be off for days/weeks. All these reduce the productivity of the task and generally the productivity of getting work done in the office because of human limitations. It’s beyond our control. But automated tools can work 24/7: they don’t require sick days and leave, and they don’t get tired. This increases the speed of tasks and getting work done across departments.

Full audit and tracking: Process automation tools come with analytics that helps you track how many processes have been completed without manually inputting them in a spreadsheet or supervising physically. You can easily see what is getting done, when it got done or when it will be done, and the overall effectiveness of your processes. With humans, you’d have to calculate productivity by the number of processes completed in a given period of time. This process is very tedious.

Reduced intermediaries: It’s not news that intermediaries slow things down and make processes longer than they need to be, especially in remote work settings or hybrid models where communication is asynchronous and employees may be in a different time zone. Processes can make it easier to get tasks done without having to wait on several parties for approval. 

Better and easier offboarding and onboarding: Using automation tools makes it easier to offboard and onboard tasks in the sense that if an employee were to leave an organization, all they have to do is click approve for a process to automate. That’s all you’d need to train the new staff along with an overview of how the software works, instead of teaching them how to use Excel to complete certain tasks or how to write an employee to HR to approve this or that. It’s more productive, easier, and better for all parties involved.

Happier employees: Like every human, repetitive tasks can become overwhelming for employees, especially because high-volume, repetitive tasks like computing data on Excel consume more time and brainpower than we think. Employees performing this repetitive task will spend less time harnessing their brainpower. When a computer does this job, all they must do is intervene in certain places. It gives them more time to spend with customers and makes them happier and more productive.

Chapter 4: The Challenges of Process Automation Software

The Challenges of Process Automation

Automating processes is not all positive. It comes with its own challenges and vulnerabilities you have to be aware of before committing. For example: 

Tough Integration: 

Some tools are difficult to integrate and can lead to frustration when automating tasks.

Loss of Job:

Although it’s best to automate repetitive tasks that take up time, deciding to automate using RPA for more complex processes can lead to the loss of clerical jobs. 

Automating the Wrong Things:

Suppose you automate the wrong processes? That’s a waste of time, money, and energy. And companies starting out with Automation can easily make this mistake, so it’s good to plan and analyze your processes before automating any.

Data Exposure:

Automation puts your data at risk because your process, procedures, and policies are exposed to third-party vendors, and that’s why choosing a vendor that prioritizes security is crucial when selecting a process automation software.

Multiple Software Options:

With the rise in the use of process automation tools, they’re a lot of automation tools out there, and it’s easy to get overwhelmed by your available choices. It’s important, though, to take time and select the one that fits your company procedures and your business goals.

Chapter 5: How to Identify and Fix faulty Processes

Faulty processes impede creativity, waste time, and are unproductive. Automation can’t fix bad processes. You need to take a gaping look at your processes to see if it’s broken. Some signs of broken processes include when:

  • The process doesn’t align with your company’s policies and values.
  • The process isn’t effective. That is, you’re not doing the right thing to achieve your goal, or you’re doing the wrong things right.
  • The process isn’t efficient. That is, you’re not doing the right or wrong things well.
  • The procedures are not straightforward and specific.
  • There are no clear work instructions.
  • The person who carries out the task isn’t clear, and the participants are not aware.
  • Employees struggle to carry out the task well with the instructions given. 
  • There are too many supervisors and checkpoints.
  • It doesn’t deliver value to the client.
  • It doesn’t achieve the required outcome.

Once you spot these faulty processes:

  • Make sure your process aligns with your policy.
  • Your processes are both effective and efficient.
  • The assigned can complete the task without heavy intervention.
  • Focus on the outcome instead of micromanaging.
  • Ask employees and customers about their experience with your processes.
  • Check review sites to see what your customers say about your service. 

Here’s a free process improvement guide to assist you in developing your own business processes.

Chapter 6: Pick the right process automation software for your company

Different process automation tools have different purposes. Find out the processes you want to automate, the core functions you need to automate these processes, and then research the tools that can help you achieve this and the pricing. For instance, a tool like Kissflow works best with G-Suite, and Comidware is for Windows only. There are slight differences like this that you need to be aware of.

How to select the right process automation software for your business:

How to Select the Right Process Automation Software for Your Business

Map out a visual form of your process first

Visual representations help to reduce time spent on analysis because you can easily see connections, faults, and key points in your data. This helps you make better-informed decisions. 

So, before Automation, you should manually map out your process like the image above using a tool like SweetProcess to see how the process will function, see missing points, identify key participants and check if they are flaws in your process before automating.

Decide what processes to automate and what not to

Not all processes should be automated. To decide what to automate and what not to:

  • Understand that humans and computers are different. Automated tools work best with structured data governed by step-by-step instructions to complete a task. But humans can use critical thinking to understand unstructured data. For instance, a human being can perform a customer interview better than a robot.
  • Ask yourself if the task requires the use of judgment and human interaction to perform a task like writing an employee review. If it is, don’t automate it.
  • Check if the task is truly repetitive, scheduling an impromptu meeting with clients or sending a one-time invoice are not. If it’s not tedious and doesn’t occur regularly, it can be done manually.
  • Check if the process is too complex. Either break it down into smaller chunks for Automation or don’t automate it.
  • Know that if you’re a small team or a start-up, it’s best to start with manual or documented (business process management tools) before Automation to get familiar and understand the processes and tweak them according to your business goals before moving to Automation.
  • Ask yourself if a process is time-consuming and repetitive. If yes, automate. Otherwise, don’t.

Test the software before full integration

You should test the software by automating simpler processes or a single process to see how it functions and flows with your workflow before integrating the software into your system.

Train your staff and include them in the process

You need to train your employees and teammates on how to use the software. Learn how to do their daily tasks using the software. Verify who does what with the software and how it affects their individual and group workflow. 

A good way to get them familiar with the software is to add them throughout the process of automating. Ask them their opinion on what should be automated and let them help pick a software. They’ll be more committed to learning about it if they’ve been a part of the process from the get-go. You can also turn your procedures into a centralized knowledge base for quick onboarding and training.

Document your processes and have a backup

Imagine your processes are not documented, and your automated software fails. Where do you go from there? How will employees know what to do? Documenting processes using SweetProcess saves you time and initial confusion if your software fails.

Like everything, Automation isn’t risk-free.

Here’s a free guide to proper process documentation.

Check for legal policy/compliance issues

When automating, you need to understand the legal policies of the processes you’re automating, the data you’re exposing, and the vendor you’re using. You need to know who bears the risk if your data is compromised. What happens if the vendor goes out of service? If you’re automating sensitive information like credit card info, is it in compliance with PCI policies?

Make sure software is cyber secure

Unless you’re developing your own software—or even if using a third-party vendor—there’s a risk of your data, policies, work procedures, and client information being exposed to external threats and comprising your data. You don’t want that.

  • Ask your vendor if they perform static analysis. Static analysis is when they test their product for early-stage bugs, and each individual developer tests their codes for bugs before deployment.
  • Ask if they perform dynamic analysis. This is used to identify errors during runtime.
  • Ask your vendor how often they update their software to mitigate bugs and tighten their system.
  • Ask third-party vendors what will happen in case of a breach. Are you responsible for backup? Is there an additional cost for reinstallment? Are your processes encrypted? Generally, find out what a post-cyber attack would look like for you and them. Have it in writing and have both parties sign.

Chapter 7: Features to Consider When Selecting Process Automation Software

Features to Consider When Selecting Process Automation Software

Ease of Integration

Some tools are hard to integrate and make it hard to automate processes. Pick tools based on customer reviews. Try the free trial before committing. Check if they have a support team and reach out to them to observe their response time. Talk to people/companies using the software already. Also, check to see if they can be integrated with your company’s most-used apps to avoid disrupting workflow.

Ease of Collaboration

Try the free trials, watch/read the tutorials, and check the features to see if they allow collaboration across teams and make their communication smooth. Also, check how many team members can be assigned to a project at a time and how easy it is to check the progress of the automated process.

Pricing

Some tools are free, like Process Street, but the free version doesn’t include processes with logical conditions. Some tools offer a flat/custom fee, some require a modest fee for a certain number of users and an additional fee for extra members, and with most, you pay per active user. See what fits your budget and your company structure. 

Training Requirements

Onboarding process and training lengths vary.  Research how easy it is for employees to learn how to use the software and the length it will take to train new staff as well.

Identify Technical Requirements

Some automation tools work for only Microsoft. Some work best with G-Suite apps. Check the technical requirements of the select software to see if it fits.

Notifications

Check and ask the automation software provider how you’ll be notified when an automated process is done; what means and who can be notified is important as well.

Cyber Security

Your data is at risk when trusting a third-party vendor. Ask them if your processes are backed up and encrypted, how often they update their software to fix bugs, and how it affects your workflow. Also, ask what their ideal post-cyber threat activities look like. 

Chapter 8: Not Ready for Full Automation? Use SweetProcess.

Even when you know its usefulness, automating can be a handful. Still, using the windscreen wiper analogy, the wipe-once function is also a way to see how the wiper functions and if it does at all. Then the heaviness of the rain determines if you need the automated wiper. 

Same with SweetProcess. It’s a bridge from implementing processes manually before committing to full Automation. 

Not Ready for Full Automation? Use SweetProcess.

Like the portfolio analytics manager at Ginkgo Residential, Sarah Genay said,

“The information that people need is kind of interlocking. You can tell them how to use the credit card, but maybe they don’t know how to log in to the system to actually access the credit card. All these things feed into each other, and you need to have an ecosystem of information, and that’s really hard to create in a PDF form, but it’s really easy to create in SweetProcess because you can link to different procedures and structure them in different ways.”

SweetProcess is a fully baked business management system that can help you wisely document, track, visualize and monitor your processes, procedures, workflows, and checklists without fully automating it for you. It’s a step further from just documenting your process in a PDF or Word document and a step back from Automation. It lets you view, update, track and monitor procedures and manage workflow. It’s easy to integrate, and it turns your existing procedures and policies into a centralized knowledge base for your employees or clients. 

It is solid for onboarding new employees and educating clients and staff, and you only get billed per active user.

SweetProcess also helped the Texas Department of Family and Protective Services to streamline their business processes when they were struggling with over 40,000 requests for records every year. Heather MacLean, an employee of Texas DFPS, says, “I really like SweetProcess because it lets you build a process machine. It’s not just another place to store a book of processes. It lets you plug everything in so that it’s all cohesive and yet independent.”

Start a 14-day free trial with no credit card required.

Chapter 9: Top 21 Process Automation Software

Process Automation Software

kissflow
  1. Kissflow 

Kissflow is the first-ever unified digital workplace platform that allows you to manage all of your work in one place. Kissflow is used by over 10,000 customers across 160 countries.

Pricing: 

Kissflow did not state pricing information for this product or service. Software sellers and service providers commonly practice this. Kindly contact Kissflow to get current pricing information. 

Features:

Customization

Document generation, process design, process repository, no-code app development, low-code app development

Collaboration

Permissions for sharing, data unification, accessibility, process routing

Process Management

Process overview, process analysis, real-time process monitoring

Setup

  • Activities
  • Flows
  • Notifications
Laserfiche
  1. Laserfiche 

Laserfiche is the leading provider of intelligent content management and business process automation globally. They pioneered the first paperless company with enterprise content management over 30 years ago. They help businesses automate manual tasks to boost quality production.

Pricing:

$50/user/month (starts at 1 user)

Features for a single user:

Import, Store & Organize Files

  • Bulk import emails and files
  • Full-text search
  • Customizable metadata
  • Microsoft 365 integration

Collaborate Across Content

  • Simultaneous document editing
  • Document versioning
  • External file sharing
  • Annotations

Manage Access to Information

  • Fine-grained access controls
  • Redactions
  • Offline mobile access

Pricing for professionals:

$69/user/month (starts at 1 user)

Features: 

Everything in Starter, plus: 

Automate Business Processes

  • Workflow and approval automation
  • Process template library
  • Robotic process automation
  • Task management
  • Rules management

Build & Customize Forms

  • Electronic forms and surveys
  • Form approval routing
  • Custom themes

Auto-Classify & Auto-File Documents

  • Batch scanning
  • Image processing
  • Document routing

Gain Business Insights

  • Process reporting and monitoring
  • Bottleneck analysis
  • Business
  • Scale across departments with extensive administration and compliance features

Pricing for business: 

$79/user/month (starts at 25 users)

Features: 

Everything in professional, plus:

Address Compliance

  • Records lifecycle management
  • Automated records retention
  • Advanced audit trail reporting
  • Legal holds
  • Watermarks

Enable Customer Engagement

  • Customer-initiated processes
  • External-facing surveys
  • Public content hosting

Onboard Users at Scale

  • On-demand user provisioning
  • Bulk-user management

*Excludes professional services and implementation fees

Process Maker
  1. Process Maker

ProcessMaker’s low-code workflow automation platform provides business users with the ability to rapidly design and deploy solutions to complex workflow problems in just hours. The platform makes it easy for users to automate processes, connect and extend third-party systems, reduce bottlenecks, and deliver true digital agility to your organization.

Pricing:

  • Standard: $1,495 per month 
  • Enterprise: $2,479 per month 

Features:

Customization

Document generation, process design, process repository, no-code app development, low-code app development

Collaboration

Permissions for sharing, data unification, accessibility, process routing

Process Management

Process overview, process analysis, real-time process monitoring

Setup

  • Flows
  • Dependencies
  • Notifications
Quickbase
  1. Quickbase

Quickbase is a software that empowers businesses to quickly turn ideas into applications and, as a result, make them more efficient, informed, and productive. By using Quickbase, anyone (regardless of technical background) can quickly create business apps they can use and share with others. Find out why Quickbase is trusted by 6,000 companies, including half of the Fortune 100.

Pricing:

  • Premier: $500 per month, a great starting point for budding teams with up to 50 custom business apps, Quickbase pipelines, and mobile-ready applications. 
  • Platform: $1,600 per month for advanced businesses that need security and control. 

Features:

User Interface Design

  • WYSIWYG editor, customized branding, app templates 
  • Workflow Management

Data Control

  • Data migration
  • Data synchronization
  • Data security

Publishing

  • Application deployment
  • Platform compatibility
  • Lifecycle management 

Administration

  • Application deployment
  • Native deployment
  • Data security
  • Access control 

Automation

  • Workflow automation
appian
  1. Appian

Appian provides a leading low-code automation software development platform that enables organizations to quickly develop powerful and unique applications. The applications created on Appian’s platform allow companies the ability to drive digital transformation and competitive differentiation.

Pricing:

Appian has not provided pricing information for its product or service. This is common practice for software sellers and service providers. Visit Appian’s website to obtain current pricing information.

Features:

Customization

  • Document generation
  • Process design
  • Process repository
  • No-code app development
  • Low-code app development

Collaboration

  • Permissions for sharing 
  • Data unification
  • Accessibility
  • Process routing

Process Management

  • Process overview 
  • Process analysis
  • Real-time process monitoring

Application Design

  • Workflows

Publishing

  • Application deployment
  • Lifecycle management
nintex
  1. Nintex Process Platform

Public and private sector organizations all around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate, and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, robotic process automation, document generation, forms, mobile apps, process analytics, and more, all with an easy-to-use drag-and-drop designer.

Pricing: 

Nintex Process Platform has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Nintex Process Platform to obtain current pricing. 

Features: 

Customization

  • Document generation
  • Process design
  • Process repository
  • No-code app development
  • Low-code app development

Collaboration

  • Permissions for sharing
  • Data unification 
  • Accessibility
  • Process routing

Process Management

  • Process overview
  • Process analysis
  • Real-time process monitoring

User Interface Design

  • WYSIWYG editor
  • Customized branding
  • Workflow management 
creatio
  1. Creatio

Creatio is a global software company providing a leading low-code platform for process management and CRM. It provides its customers with comprehensive full-fledged applications to accelerate marketing, sales, and service that can be deployed as standalone products or as a bundle on a single platform.

Pricing: 

  • Studio enterprise: $25 user/month, a perfect fit for medium and large organizations looking for: business process management, case management, system designer, core configuration, mobile application. 
  • Studio free: completely free for a limited number of users. 

Features: 

Sales Force Automation

  • Contact & account management
  • Opportunity & pipeline management
  • Task/activity management
  • Desktop integration
  • Product & price list management
  • Quote & order management
  • Customer contract management

Marketing Automation

  • Email marketing 
  • Campaign management
  • Lead management

Customer Support

  • Knowledge base

Mobile & Social

  • Mobile-user support 

Reporting & Analytics

  • Reporting
  • Dashboards
  • Forecasting
workato
  1. Workato

Workato is the leading enterprise automation platform. It enables companies to drive real-time outcomes from business events. No coding is required, and the platform utilizes machine learning and patented technology to make the creation and implementation of Automation ten times faster than traditional platforms.

Pricing: 

  • Workato has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Workato to obtain current pricing.

Features:

API Construction

  • API testing
  • Data security
  • Orchestration
  • Scalability

API Management

  • Logs/documentation
  • API monitoring
  • Gateway

Data Integration

  • App integration
  • Data transformation
  • Plugins

Management

  • Auditing

Functionality

  • Transformation 
  • Loading
  • Automation
  • Scalability
Epicor ERP
  1. Epicor ERP

Epicor Software Corporation drives business growth. It provides flexible, industry-specific software that is designed to fit the precise needs of manufacturing customers. As a result, Epicor solutions facilitate growth while managing complexity. With margins for products eroding, customer demands increasing, and the world in a state of uncertainty, manufacturers must leverage technology to increase business agility, enable insightful decision-making, and achieve even more at the fastest pace.

Pricing:

  • Small business: 8% less expensive than the average mixed-mode ERP 
  • Mid-market: 24% less expensive than the average mixed-mode ERP
  • Enterprise: 38% less expensive than the average mixed-mode ERP

Features:

Other functionality

  • Inventory pricing and costing
  • Time and expense

Platform

  • Performance and reliability

Customization

  • Document generation
  • Process design
  • Process repository
  • Low-code app development

Collaboration

  • Permissions for sharing 
  • Data unification

Process Management

  • Process overview
  • Process analysis
  • Real-time process monitoring

Inventory & Warehouse

  • Inventory tracking
  • Inventory costing

Purchasing

  • Purchase orders
quixy
  1. Quixy

Quixy is a cloud-based user-focused business application platform that empowers business users who lack coding skills to automate workflows and processes and build enterprise-grade applications using simple drag-and-drop design, ten times faster than the traditional approach.

Pricing:

  • Platform: $10 user/month billed annually. Starts with five users. Usage included, unlimited workspaces, unlimited apps, unlimited fields/app, unlimited steps/workflow, 1 GB storage/user. 

Features:

  • UI and workflow designer
  • Business rules and validations
  • Field-level access control
  • Integrations

Enterprise: Contact sales 

Usage Included: 

  • Unlimited workspaces, unlimited apps, unlimited fields/app, unlimited steps/workflow, 1 GB storage/user

Everything in Business+

  • Hosting on public/private cloud
  • White labeling
  • Solution: Starts from $500 a month billed annually

Usage Included: 

  • Specific solution
  • UI and workflow designer
  • Business rules and validations
  • Field-level access control
  • Integrations

Features: 

Customization

  • Document generation
  • Process design
  • No-code app development

Collaboration

  • Data unification
  • Accessibility
  • Process routing

Process Management

  • Process overview
  • Real-time process monitoring 

Administration

  • Application deployment
  • Data security
  • Access control
  • Scalability
  • Lifecycle management

Automation

  • Workflow automation
  • Real-time updates
agilepoint
  1. AgilePoint

AgilePoint is the industry’s first general-purpose enterprise application platform with a layered low-code/no-code architecture. AgilePoint uniquely combines low-code/no-code technology with enterprise process automation to deliver Automation at scale.

Pricing: 

  • Pilot edition: Starting at $2,800/month
  • Starter edition: Starting at $3,950/month
  • Professional edition: Starting at $7,715/month
  • Premium edition: Starting $13,715/month

Features: 

Customization

  • Document generation
  • Process design
  • Process repository
  • No-code app development
  • Low-code app development

Collaboration

  • Permissions for sharing
  • Data unification
  • Accessibility
  • Process routing

Process Management

  • Process overview
  • Process analysis
  • Real-time process monitoring

Data Control

  • Data security 

Publishing

  • Application deployment
  • Platform compatibility
catalytic
  1. Catalytic

Catalyst is a no-code cloud platform that enables business users to create smart workflows for the way your work should be, not how it has to be. This creates a more digitized business, enabling greater efficiencies and visibility within your operations and a sharper competitive edge. 

Pricing: 

  • Free trial: 14-day free trial. 
  • Employee based: Starting at $1,500/month. Build unlimited workflows for a department or company
  • Unlimited workflows
  • Pricing based on employee population size (company or department)
  • Most popular option for business teams

Features: 

Customization

  • Process design
  • Process repository
  • No-code app development 
  • Low-code app development

Collaboration

  • Data unification
  • Process routing 

Process Management

  • Process overview
  • Process analysis
  • Real-time process monitoring
PMG platform
  1. PMG Platform

The PMG Platform orchestrates people, systems, and data with integrated Automation. Users can quickly configure applications and automation solutions to streamline business processes and provide interactive dashboards to facilitate work and collaboration.

Pricing: 

  • Free trial: free for one user
  • Business: $2,000 for <10 users monthly
  • Enterprise: $5,000+ for 10+ users monthly

Features:

Customization

  • Process design
  • Process repository
  • No-code app development
  • Low-code app development

Collaboration

  • Permissions for sharing
  • Accessibility
  • Process routing 

Process Management

  • Process overview 
  • Process analysis
  • Real-time process monitoring

Application Design

  • UI code extending
  • Programming code extending
  • Customized branding
  • Application templates
  • Workflows

RPA & Cognitive Automation Tools

uipath
  1. UiPath

UiPath is leading the automation-first era, championing a robot for every person and enabling robots to learn new skills through AI and machine learning. Through free and open training, it is led by a commitment to bringing digital-era skills to millions of people around the world, thereby improving business productivity and efficiency, employee engagement, and customer experience.

Pricing: 

  • UiPath RPA has not provided pricing information for this product or service. This is common practice for software sellers and service providers.

Features:

Automation Building

  • Visual editor
  • Workflow recording
  • Pre-built templates
  • Custom automation
  • Collaboration
  • Ease of bot creation

Bot Management & Execution

  • Bot scheduling
  • Attended Automation
  • Unattended Automation
  • Bot performance analytics
  • Data and product security
  • Scalability 

Intelligent Automation

  • OCR
  • Machine learning
  • NLP
Automation Anywhere
  1. Automation Anywhere

Automation Anywhere is a global leader in robotic process automation, providing customers with the tools to automate end-to-end business processes with intelligent software bots, AI-powered digital workers that perform repetitive and manual tasks, resulting in immense productivity gains, optimized customer experience, and more engaged employees.

Pricing: 

Automation Anywhere has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Automation Anywhere to obtain current pricing.

Features:

Automation Building

  • Visual editor
  • Workflow recording
  • Pre-built templates
  • Custom automation
  • Collaboration
  • Ease of bot creation

Bot Management & Execution

  • Bot scheduling
  • Attended Automation
  • Unattended Automation
  • Bot performance analytics
  • Data and product security
  • Scalability

Intelligent Automation

  • OCR
  • Machine learning
  • NLP
Nintex
  1. Nintex

Nintex RPA, formerly Foxtrot by EnableSoft, is one of the easiest ways to create and run automated tasks in an organization. Nintex RPA lets you unlock the potential of your business by automating repetitive, manual business processes. From projects in Excel to CRM systems, Nintex RPA enables enterprises to leverage trained bots to quickly automate mundane tasks more efficiently.

Pricing:

  • Nintex RPA has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Nintex RPA to obtain current pricing.

Features: 

Automation Building

  • Visual editor
  • Workflow recording
  • Pre-built templates
  • Custom automation
  • Collaboration
  • Ease of bot creation

Bot Management & Execution

  • Bot scheduling 
  • Attended Automation
  • Unattended Automation 
  • Bot performance analytics
  • Data and product security
  • Scalability
laiye
  1. Laiye

Laiye RPA is one of the few RPA solutions with advanced AI capabilities. Laiye RPA automates manual and repetitive tasks, therefore freeing staff to apply their skills and expertise on high-value and more cognitively stimulating tasks. It is easy to grasp and can be learned in just a few hours. It comes with over 400 preset commands that can be used for all types of projects, as well as those with a series of complex processes.

Pricing: 

  • Laiye RPA has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Laiye RPA to obtain current pricing.

Features:

Creator:

  • Creator provides the production tools for RPA development with different views in the local language, including visual view and code view to provide both readability and development efficiency. It is combined with the advantages of common programming languages with complete syntax. UiBot Creator also provides single-step recording, whole process recording, and visual target selection.

Worker:

  • Worker is designed for complex tasks. It can package your process to achieve true Automation. 

Commander:

  • Commander is a web-based software used by all RPA users. Each user can log in, assign his own role and group, and operate with the resources in the group to control the automation process start and stop. Each execution result (video, log, message, etc.) can also be viewed using Commander.

Mage:

  • Mage provides multiple native AI capabilities in one platform, and all the AI capabilities are seamlessly integrated with RPA robots.
  • Out-of-the-box AI models
  • Custom AI models
  • Seamlessly integrated with Creator so that RPA developer can use AI capabilities with no-code/low-code development

Business Function–Specific Automation Tools

iPAAS with ITPA
  1. iPAAS with ITPA:

This is a single-integration platform with OOTB connectors to systems you use every day. It makes it easy to create API connectivity and drag-and-drop flow builder to create true process automation. Visualize and create using a block-and-snap flow builder with no coding.

Designed using the principles behind MIT’s Scratch and Google’s Blockly, TDX Flow Builder provides a visual programming model ideal for fast and easy execution. An inspired graphical programming language, it’s not a library but is instead a full app with an integrated execution environment.

Pricing: iPaaS with ITPA has not provided pricing information for this product or service. Contact iPaaS with ITPA to obtain current pricing.

Microland smart ITPA suite
  1. Microland smart ITPA suite

Microland allows the use of process libraries and smart end-to-end Automation to improve user experience. 

Pricing and Features:

Microland smart ITPA suite has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Microland smart ITPA suite to obtain current pricing and features.

Micro Focus Aegis
  1. Micro Focus Aegis

Aegis is an IT process automation platform that provides you with the capability to define, automate, measure, and improve routine IT tasks and processes.

Pricing and features: 

Micro Focus Aegis has not provided pricing and features information for this product or service. Contact Micro Focus Aegis to obtain current pricing information.

Intelligent Process Automation 

aiwozo
  1. Aiwozo

Aiwozo is an intelligent process automation platform that combines the traditional RPA capabilities with AI to achieve higher degrees of Automation. Its ease of use allows organizations to adopt the new technology much faster with little to no technical support. 

Pricing: 

Community: Free. WorkZone hosting by Quale Infotech

  • WorkZone License: Cloud
  • Departments: 1
  • Studio License: 1
  • Unattended Runner License: 0
  • Attended Runner License: 1

Cloud: $199 monthly, WorkZone hosting by Quale Infotech

  • WorkZone License: Cloud
  • WorkZone Environments: Production only 
  • Departments: 1
  • Studio License: 1
  • Unattended Runner License (Concurrent): 0
  • Attended Runner License (Concurrent): 3

Starter: $5,000 annually

  • WorkZone hosting: On-premises
  • WorkZone License: 1
  • WorkZone Environments: Development, UAT, Production
  • Departments: 5
  • Studio License: 2
  • Unattended Runner License (Concurrent): 2
  • Attended Runner License (Concurrent): 6

Professional: $20,000 annually

  • WorkZone hosting: On-premise
  • WorkZone License: 1
  • WorkZone Environments: Development, UAT, Production
  • Departments: 5
  • Studio License: 8
  • Unattended Runner License (Concurrent): 10
  • Attended Runner License (Concurrent): 30

Enterprise: $60,000 annually

  • WorkZone hosting: On-Premise
  • WorkZone License: 5
  • WorkZone Environments: Development, UAT, Production
  • Departments: Unlimited
  • Studio License: Unlimited
  • Unattended Runner License (Concurrent): Unlimited
  • Attended Runner License (Concurrent): Unlimited

Features:

Automation Building

  • Visual editor
  • Pre-built templates
  • Custom automation
  • Collaboration
  • Ease of bot creation

Bot Management & Execution

  • Bot scheduling
  • Attended Automation
  • Unattended Automation
  • Bot performance analytics
  • Data and product security
  • Scalability

Intelligent Automation

  • OCR
  • Machine learning
  • NLP

Conclusion

Good processes are the backbone of productive business operations. Automation helps to reduce the tediousness, inefficiency, inaccuracy, and unproductiveness of manually performing time-consuming and repetitive tasks.

Problems like system failures and cyber threats can be curbed by documenting your processes, using a cyber-conscious vendor, encrypting your data, and having a system fail backup plan. In addition, the time spent automating is only a one-time thing (weeks or months), unlike manual execution of processes that forever eat up your time. 

Here’s a checklist on how to select the right process automation software.

How to Select the Right Process Automation Software for Your Business

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