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WorkFusion OverviewUNIXBusinessApplication

WorkFusion is #2 ranked solution in top Intelligent Document Processing (IDP) tools and #8 ranked solution in best RPA tools. PeerSpot users give WorkFusion an average rating of 8 out of 10. WorkFusion is most commonly compared to UiPath: WorkFusion vs UiPath. WorkFusion is popular among the large enterprise segment, accounting for 78% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 27% of all views.
What is WorkFusion?

Enterprises in regulated industries, such as banking, financial services, and healthcare, leverage WorkFusion's Intelligent Automation platform to multiply operational capacity and streamline data- and document-intensive processes. As the only automation software provider with deep vertical expertise, WorkFusion offers pre-built solutions for your mission-critical processes, such as customer lifecycle management, insurance claims processing, or patient record management. Because of advanced AI and ML technologies including AutoML, Continuous Learning, Differential Privacy, and Federated Learning, WorkFusion’s solutions yield 95%+ out-of-the-box automation rates for various document types, including fully unstructured sources such as emails or news articles. 

WorkFusion has been recognized as a Leader in both RPA and Intelligent Document Processing categories and has received the highest ranking for the "Augment Knowledge Workers" and "Document Processing" use cases by Gartner Critical Capabilities assessment.

WorkFusion Buyer's Guide

Download the WorkFusion Buyer's Guide including reviews and more. Updated: January 2022

WorkFusion Customers

Deutsche Bank, Scotiabank, Bank of Montreal, LPL Financial, Selective Insurance, HPE, Canadian Tire, Standard Bank, Humana, New York-Presbyterian, Houston Methodist, Six Financial  

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Archived WorkFusion Reviews (more than two years old)

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Senior Software Engineer at a computer software company with 10,001+ employees
Real User
Stable and scalable product but requires more upgrades and modifications
Pros and Cons
  • "In terms of stability, it's quite good. It's an internal IP product."
  • "On a scale of 1 - 10 I would rate them a 6. That's not low - that 60%. But as I said, it needs to be upgraded and modified."

What is our primary use case?

We use it for project management for material designing and SLD. We use it for our bump operations. We are full process.

What needs improvement?

Areas for improvement are totally dependent on each company and how they are going to use it. It's completely dependent on their operations, so I cannot comment on what needs to be improved.

However, it could be much more process-oriented - that could be upgraded. And they could give me a little bit more flexibility to make the modifications I need. There are elements in the access control circuits that could be recyclable. There are features we are looking at where we'll be putting our FPS spreadsheets where we want them.

For how long have I used the solution?

I have been using WorkFusion for two years.

What do I think about the stability of the solution?

In terms of stability, it's quite good. It's an internal IP product.

What do I think about the scalability of the solution?

The scalability is quite good. It's ok. We have more than a hundred people using it - most tech architects.

Which solution did I use previously and why did I switch?

We previously used HP Robotics for the deploy service. But we switched. The problems and processes are different but they both fit into our organization's needs.

How was the initial setup?

The initial setup was straightforward. Implemention took 13 to 14 weeks and configuration also took the same time, 13 to 14 weeks. We used the help of a consultant to implement. It was good working with them.

What's my experience with pricing, setup cost, and licensing?

We have a user based license, so there are different charges for each user.

What other advice do I have?

Before implementing it would be good to go through the design points.

On a scale of 1 - 10 I would rate them a 6. That's not low - that 60%. But as I said, it needs to be upgraded and modified. On-prem solution software needs to be in a stack that is much more accessible around the architecture of your plant. It should be fast-acting and accessed over the internet. That's the most important part and most companies require it.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Manager at a consultancy with 51-200 employees
Real User
Excellent dashboard, easy to scale and very stable
Pros and Cons
  • "The dashboard is the solution's most valuable feature. When clients want to look at the data it's very easy for them to do so. The dashboard for the IT manager is very useful if there are issues and to create and follow processes."
  • "The problem with the solution is that it is agnostic, so it's not made for banks. Sometimes we are challenged because of this. We have to make everything from scratch to make it work for our clients."

What is our primary use case?

We primarily use the solution for compliance. The solution allows us to run all manner of checks.

What is most valuable?

The dashboard is the solution's most valuable feature. When clients want to look at the data it's very easy for them to do so. The dashboard for the IT manager is very useful if there are issues and to create and follow processes. 

What needs improvement?

For my customers, I don't see much to improve. 

The problem with the solution is that it is agnostic, so it's not made for banks. Sometimes we are challenged because of this. We have to make everything from scratch to make it work for our clients.

For how long have I used the solution?

We've been using WorkFusion for three years now. We're partners with the company.

What do I think about the stability of the solution?

The solution is very stable.

What do I think about the scalability of the solution?

The solution is very easy to scale. You can use WorkFusion tools and IPI tools to make the automation work. Some of our clients have 15 to 20 users on the solution. 

How are customer service and technical support?

We've never been in touch with technical support for issues. Sometimes we do touch base with them at the beginning of the project if something isn't going well and we need to talk to the support team.

Which solution did I use previously and why did I switch?

We were using some ERP tools before, for our clients. However, when it comes to unrestricted data, anatomy data, it is better to use a WorkFusion machine. It's better for more clients.

How was the initial setup?

The initial setup is not very complex. It's easy if you don't want too much of a data science tool. You do need to hire some data scientists if you want to be sure about regulations. If you have some regulators coming into the office to check, you'll want to be able to answer questions from them.

What about the implementation team?

Some of our clients have the capacity and skills to handle implementation, but it's a good idea to hire a consultant. It makes it easier.

What's my experience with pricing, setup cost, and licensing?

The licensing and pricing isn't ideal for clients. Sometimes they don't want to invest the money. The solution should consider improving the licensing model.

What other advice do I have?

We use the on-premises deployment model. The client prefers not to use the cloud.

We deploy the solution for big enterprises, but only small groups of users are actually interacting with the solution directly.

I'd recommend the solution. I'd rate it eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
Learn what your peers think about WorkFusion. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
563,780 professionals have used our research since 2012.
Oleskii Duritsyn
Team Leader at a tech services company with 10,001+ employees
Real User
Good document recognition capabilities and helpful technical support
Pros and Cons
  • "This solution has great document recognition capabilities."
  • "A better graphical user interface that allows business users to perform automation would make this solution number one in the market."

What is our primary use case?

We use this solution for automating processes, including reading data from documents.

What is most valuable?

This solution has great document recognition capabilities. It uses OCR and Machine Learning and works with digitized documents. It collects the fields inside the documents, based on the models that we trained with. 

What needs improvement?

A better graphical user interface that allows business users to perform automation would make this solution number one in the market. 

I would like to see improvements made with regard to tagging documents in the machine learning stage. They have an overlay document, which is great, but it would be helpful to be able to re-tag a document in a superior way. 

For how long have I used the solution?

I have been using this solution for one year.

How are customer service and technical support?

The technical support for this solution is really fast and the people are really helpful. They provide the necessary information in a timely fashion and can connect remotely to solve issues. Overall, the support is great.

How was the initial setup?

Speaking about implementing the entire business process, for a medium-sized implementation that includes document recognition and the RPA platform, it took three people about a month and a half. That started with collecting the requirements and ended with the final demo and acceptance.

Which other solutions did I evaluate?

I have evaluated other solutions on the market and have found that the document recognition experience with this solution is better. Some use OCR and others use machine learning, but there is no solution on the market with the capability where you can apply machine learning for a different type of document, and you can extract fields of your interest from it. This is a core feature of this solution.

Automation Anywhere and UiPath have better user interfaces, where it is quite obvious for anyone who is new to the programming world. It allows you to make business processes, some getting quite complex. WorkFusion has this as well, but it is quite limited. At the same time, complex business processes in production will always need some coding.

What other advice do I have?

I would rate this solution an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.
Dario Casubolo
RPA Lead and IT Manager at a manufacturing company with 51-200 employees
Real User
The recorder feature is user-friendly and it has good integration with tools like Excel

What is our primary use case?

We use the on-premises deployment model. Our primary use case of this solution is for financial processes, like invoices.

What is most valuable?

The most valuable features are the recorder because it's user-friendly and the integration with other tools Excel.

What needs improvement?

It should integrate with more ERP solutions like SAP. It doesn't currently have that ability.  In the next release, I would like the ability to create dynamic selectors on web pages and web controls. 

For how long have I used the solution?

I have been using WorkFusion for three months.

What do I think about the stability of the solution?

Stability can be improved, especially when it comes to memory. Compared to UiPath that has more RAM and other solutions are less…

What is our primary use case?

We use the on-premises deployment model. Our primary use case of this solution is for financial processes, like invoices.

What is most valuable?

The most valuable features are the recorder because it's user-friendly and the integration with other tools Excel.

What needs improvement?

It should integrate with more ERP solutions like SAP. It doesn't currently have that ability. 

In the next release, I would like the ability to create dynamic selectors on web pages and web controls. 

For how long have I used the solution?

I have been using WorkFusion for three months.

What do I think about the stability of the solution?

Stability can be improved, especially when it comes to memory. Compared to UiPath that has more RAM and other solutions are less demanding on memory. This should be improved. 

What do I think about the scalability of the solution?

Scalability is great. It's very easy to scale. I have a good impression of the scalability. 

Only I use this solution in my company, I am the only user. 

How are customer service and technical support?

I had the opportunity to speak to a few members of the support team. They're great. I had a good experience with technical support. 

How was the initial setup?

The initial setup was very straightforward. 

What other advice do I have?

I would rate it an eight out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Download our free WorkFusion Report and get advice and tips from experienced pros sharing their opinions.