Pega Platform Features
Customization (5)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable. 76 reviewers of Pega Platform have provided feedback on this feature.
Process Design
The ability to create custom workflows aligned with business objectives. 82 reviewers of Pega Platform have provided feedback on this feature.
Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. 73 reviewers of Pega Platform have provided feedback on this feature.
No-Code App Development
As reported in 68 Pega Platform reviews. Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Collaboration (4)
Permissions for Sharing
Based on 69 Pega Platform reviews. Enable decision-makers to easily share processes with the proper employees.
Data Unification
Compile data from across all systems so that users can view relevant information easily. 69 reviewers of Pega Platform have provided feedback on this feature.
Accessibility
Based on 77 Pega Platform reviews. Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Process Management (11)
Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. 77 reviewers of Pega Platform have provided feedback on this feature.
Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
Unstructured Processes
Provides the ability to manage unstructured processes.
API Connection
Connect with existing systems via API.
Intelligence
Gives user machine learning tools for intelligent process improvement
Document Approval
Streamline and simplify document approval processes.
Process Library
Provides users with a repository for process maps and documentation.
Collaboration
Allows for collaborative authoring of process documents.
Integrations
Provides various connectors and integrations to business applications and data sources.
Execution Management
Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.
Application Design (5)
UI Code Extending
Based on 49 Pega Platform reviews and verified by the G2 Product R&D team. Gives users the ability to edit or write custom HTML, Javascript or CSS code.
Programming Code Extending
Based on 49 Pega Platform reviews and verified by the G2 Product R&D team. Allows users to edit or write custom code with programming languages.
Customized Branding
Based on 47 Pega Platform reviews and verified by the G2 Product R&D team. Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
Application Templates
Based on 47 Pega Platform reviews and verified by the G2 Product R&D team. Provides base-level application templates to build atop and which users can customize for specifc users and actions.
Workflows
Based on 47 Pega Platform reviews and verified by the G2 Product R&D team. Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Data Control (3)
Data Migration
Based on 44 Pega Platform reviews and verified by the G2 Product R&D team. Lets users add data from existing sources when creating the initial application or changing data sources.
Data Synchronization
Based on 47 Pega Platform reviews and verified by the G2 Product R&D team. Continuously updates data as users or external data sources are edited.
Data Security
Based on 45 Pega Platform reviews and verified by the G2 Product R&D team. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (3)
Application Deployment
Based on 50 Pega Platform reviews and verified by the G2 Product R&D team. Releases the application for access on desktop or mobile devices.
Platform Compatability
Based on 48 Pega Platform reviews and verified by the G2 Product R&D team. Lets users build cross-platform applications or provide specific templates for different device types.
Lifecycle Management
Based on 49 Pega Platform reviews and verified by the G2 Product R&D team. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Before the Job (4)
Calendar
Based on 10 Pega Platform reviews. Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles. This feature was mentioned in 10 Pega Platform reviews.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
As reported in 10 Pega Platform reviews. Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
As reported in 11 Pega Platform reviews. Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
As reported in 11 Pega Platform reviews. Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
User Tools - Warranty Management (3)
Inventory
Allows users to view their inventory from the application.
Stakeholder Reports
Generates reports for outside stakeholders.
Lifecycle Reports
Generates warranty lifecycle and revenue reports.
Customer Insights (2)
Fraud Detection
Detects fraudulent claims.
Trends Detection
Tracks trends in customer behavior.
Software Integrations (2)
CRM Integration
Integrates with outside CRM software.
FSM Integration
Integrates with outside field service management software.
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Administration (6)
Application Deployment
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Releases the application for access on desktop or mobile devices.
Native Deployment
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Application hosting abilities are delivered directly by the product's vendor.
Data Security
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Access Control
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Allows administrators to control access to updates, releases and changes.
Scalability
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations.
Lifecycle Management
Based on 11 Pega Platform reviews and verified by the G2 Product R&D team. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Automation (9)
Workflow Automation
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
Workflow Mapping
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Processing changes to data sources and applications as changes are made in real-time.
Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. 12 reviewers of Pega Platform have provided feedback on this feature.
Workflow Mapping
Based on 13 Pega Platform reviews and verified by the G2 Product R&D team. Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
RPA Integration
Integrates with RPA technology, either natively or via 3rd-party integrations.
Application Development
Allow customers, partners and third-party developers to create applications on top of business processes.
Development (4)
Application Templates
Provides base-level application templates to build atop and which users can customize for specifc users and actions.
UI Code Extending
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Gives users the ability to edit or write custom HTML, Javascript or CSS code.
WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
Collaborative Development
Based on 11 Pega Platform reviews and verified by the G2 Product R&D team. Share, review and develop web applications remotely between members of a collaborative team.
Automation Building (6)
Visual Editor
Based on 16 Pega Platform reviews and verified by the G2 Product R&D team. Provides a visual editor to easily create automation models.
Workflow Recording
Based on 18 Pega Platform reviews and verified by the G2 Product R&D team. Offers the ability to record processes performed by humans to be recreated by bots.
Pre-Built Templates
Based on 19 Pega Platform reviews and verified by the G2 Product R&D team. Provides templates for workflows and processes for easier automation creation.
Custom Automation
Based on 16 Pega Platform reviews and verified by the G2 Product R&D team. Allows developers to code custom automations.
Collaboration
Based on 14 Pega Platform reviews and verified by the G2 Product R&D team. Offers users the ability to reuse process automations and communicate with other team members around automation building.
Ease of Bot Creation
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Allows non-technical users to create bots in an easy, intuitive manner.
Bot Management & Execution (6)
Bot Scheduling
Based on 14 Pega Platform reviews and verified by the G2 Product R&D team. Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.
Attended Automation
Based on 15 Pega Platform reviews and verified by the G2 Product R&D team. Automates processes that supplement human action, often requiring human intervention and collaboration.
Unattended Automation
Based on 14 Pega Platform reviews and verified by the G2 Product R&D team. Automates processes completely without the need for human intervention.
Bot Performance Analytics
Based on 15 Pega Platform reviews and verified by the G2 Product R&D team. Allows users to analyze the performance of bots via dashboards.
Data and Product Security
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Insures data remains secure and compliant with industry standards.
Scalability
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Able to support large deployments.
Platform Basics (2)
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
Journey Optimization
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Based on 11 Pega Platform reviews and verified by the G2 Product R&D team. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. This feature was mentioned in 10 Pega Platform reviews.
Platform Additional Functionality (3)
Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
Automated Alerts
Based on 10 Pega Platform reviews and verified by the G2 Product R&D team. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Digital Workflows (3)
Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. This feature was mentioned in 12 Pega Platform reviews.
No-Code Or Low-Code
Based on 13 Pega Platform reviews and verified by the G2 Product R&D team. Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
Document Management
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
Data Mapping
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Integrates data and processes from multiple sources into a single system.
Templates
Based on 12 Pega Platform reviews and verified by the G2 Product R&D team. Build interfaces once and use them across one or more processes.
Mobile-Friendly Forms
Based on 11 Pega Platform reviews. Gives the user the ability to build and use forms on mobile devices.
Intelligent Automation (3)
OCR
Provides OCR capabilities in order to recognize text in documents and applications.
Machine Learning
Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.
NLP
Provides NLP capabilities in order to understand text in documents and applications.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Process Analysis (3)
Real-Time Process Analysis
Allows users to conduct real-time process analysis, as opposed to just historical analysis.
Process Notation
Gives process notation capabilities.
Process Mapping
Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.
Functionality (7)
Ease of Use
Facilitates simpler user experience through syntax highlighting, shortcuts, completion aid automation, etc. This feature was mentioned in 10 Pega Platform reviews.
File Management
Manage individual software component files as a part of the greater overall project. This feature was mentioned in 10 Pega Platform reviews.
Multi-Language Support
Provides the ability to write in more than one programming language.
Customization
Allows users to modify interface (e.g., theme selection) and layout by personal preference.
Straight-Out-the-Box Functionality
Performs core functionalities without the need of immediate additional feature or add-on installations. 10 reviewers of Pega Platform have provided feedback on this feature.
Help Guides
Supplies users with basic-to-intermediate guides regarding IDE functionality and use cases. 10 reviewers of Pega Platform have provided feedback on this feature.
Patching & Updates
Downloads and installs updates automatically for product improvement and pace-keeping with programming language evolution.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Functionality - Process Orchestration (5)
Peak Demand Handling
Supports scaling to handle peak demand scenarios in processes
Process Customization
Allows customization of processes to fit specific business requirements
Process Automation
Allows users to automate complex business processes efficiently
Workflow Management
Enables the management and optimization of workflow tasks
High-Stakes Process Automation
Automates critical, high-stakes business processes effectively
Integration & Adaptability - Process Orchestration (8)
Third-Party Software Integration
Enables seamless integration with a wide range of third-party software tools
Endpoint Integration
Provides the ability to integrate various endpoints like APIs, microservices, and human tasks
Intuitive Process Design
Offers an intuitive interface for designing and visualizing processes
Real-Time Process Monitoring
Offers real-time monitoring capabilities for ongoing processes
Business Process Adaptation
Facilitates adaptation of processes to meet changing business needs
Customer-Facing Process Management
Manages customer-facing processes
Multi-Endpoint Execution
Supports execution across multiple types of endpoints
Regulatory Compliance Management
Ensures processes comply with relevant regulations and standards
Workflow Design & Orchestration (2)
Task Logic and Sequencing
Supports defining task order, dependencies, and conditional logic in workflows.
Visual Workflow Builder
Provides a visual interface for managing workflows without code.
Integrations & Connectivity (2)
Pre-Built Integrations
Offers pre-built connectors for widely used business applications and systems.
Custom Integration Capabilities
Provides API and webhook support for building and managing custom integrations.
Automation Execution & Intelligence (2)
AI-Powered Optimization
Provides AI-driven insights or suggestions to improve workflow performance and efficiency.
Trigger-Based Automation
Supports initiating workflows based on schedules, user actions, or system events.
Development & Customization (2)
Low-Code/No-Code Tools
Provides a low-code or no-code interface for creating and modifying workflows.
Reusable Components
Allows reuse of workflow elements such as templates, forms, or logic blocks.
Governance & Security (2)
Audit Logging
Offers detailed audit trails to monitor changes and user activity within workflows.
Role-Based Access Control
Provides tools to manage access permissions based on user roles.
Reporting & Analytics (2)
Real-Time Dashboards
Offers real-time dashboards to track progress and automation impact.
Workflow Analytics
Provides metrics and insights into workflow performance and bottlenecks.
Agentic AI - Low-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Business Automation Platforms (BAPs) (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Business Process Management (7)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Bot Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Robotic Process Automation (RPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Process Mining (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Process Automation (DPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

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