Enterprise Automation Software

The pricing structure is ridiculous, and it's not flexible enough to work with for my requirements, as tasks are minimal compared to pricing. Review collected by and hosted on G2.com.

It's the only integration platform I could get up and running without reading a long guide or spending days trying it out. I use it for many different things like file sharing, Business tasks, and project management to automate these tasks and save time. Review collected by and hosted on G2.com.

There are a lot of reports I do not have access to, so I have to remember which ones I can actually use, and half the time I end up looking through several that I cannot open. A filter that shows only the reports available to me would make a real difference. The search in reports could also be better. You can find the information, but it takes more effort than it should. I would also like to be able to compile numbers straight from a report. If I am looking at the hours one of my CMs billed on a project, there is no option to add them up. Review collected by and hosted on G2.com.

Since I started with MWC, I have used BigTime. It is solving the issue of tracking and billing time to our clients. Review collected by and hosted on G2.com.

We are still experiencing scaling issues for large environments at times. As we take on large clients with a lot of endpoints, Syncro can be a bit slow. Also, the user interface could be improved. Though I like the look sometimes, it can be cumbersome finding where a workflow resides. Review collected by and hosted on G2.com.

Syncro solves security headaches like missed patches and uneven configurations. It ties monitoring, scripting, and ticketing into one workflow, auto-creates tickets, and leaves a clear audit trail, making issue resolution smooth. Review collected by and hosted on G2.com.

One challenge has been getting everyone to use CMap consistently. We still rely on other tools in parallel, so some information ends up spread across different systems. As a result, I don't think we're making full use of what CMap can do yet.

There is also a bit of a learning curve at the start, particularly for new users, but that becomes easier with use and training. Review collected by and hosted on G2.com.

CMap is helping us bring project information, resource planning, timesheets, and reporting into one place. It gives better visibility of who is working on what, helps identify workload issues, and makes project tracking easier.

For me personally, it has made it easier to record time against projects, track where effort is being spent, and understand resource allocation across the business without having to ask multiple people for updates. Review collected by and hosted on G2.com.

This isn’t really a negative, but the AI isn’t quite up to par yet. That seems to be a common theme across nearly all vendors that include AI components. We’re still working to fine-tune how AI can best improve our workflows and customer experience, while also trying to balance the seemingly impossible task of forecasting costs accurately. I’m confident it will continue to mature and improve over time. Review collected by and hosted on G2.com.

Integrated Customer Billing is helping reduce the heavy burden of reconciling tools with contracts. For example, I have a customer with 100 workstations in the contract, but the RMM shows 115 devices. In the past, this always had to be investigated manually. Now I can sync those numbers directly to the contract items. This single use case alone has saved us a massive amount of man-hours. Review collected by and hosted on G2.com.

Nothing major yet. As with any new platform there’s a short learning curve while you get familiar with where settings live, but Ask Ruddr has made that much easier. I’ll update this once we’ve been using it longer. Review collected by and hosted on G2.com.

Ruddr is replacing an older, more complex PSA tool for us. It’s simplifying time tracking, approvals and project reporting in one place. It’s early days, but setup has been straightforward, the team finds it easy to use, and I’m spending far less time on admin and support. Review collected by and hosted on G2.com.

Sometimes, the UI can be a little less intuitive and if I wanted an additional approval step for say a third party and where the email will go out to that individual with information from the form isn't an option. IE, an employee does a site survey and determines what is needed based on that form, it would go to our quoting team who would develop a quote and then if we could send that information to the customer who then submits to approve, that would be a perfect workflow. This might be possible, but I have not been able to figure it out. Review collected by and hosted on G2.com.

Addressing the gap between capturing information and our CRM system without having to pay thousands of dollars for developers to develop those systems to connect. Review collected by and hosted on G2.com.

I don’t have any major issues with it, but there is a bit of a learning curve as workflows get more complex. Simple automations are easy to build; however, once you start adding multiple conditions, approvals, or integrations, it takes some time to understand how everything fits together.

When a flow fails, troubleshooting can also mean digging through the run history to pinpoint exactly where the problem occurred. It’s not especially difficult, but clearer error messages would make debugging faster and more straightforward.

Other than that, it’s been a reliable tool and has worked well for the automation scenarios I’ve explored so far. Review collected by and hosted on G2.com.

It helps cut down on repetitive manual work by automating tasks that would otherwise have to be done again and again. Rather than manually moving information between applications, sending routine notifications, or updating files, workflows can take care of those activities automatically.

From my perspective, it also creates opportunities to automate team processes such as approvals, reporting, and other day-to-day activities using tools that are already part of the Microsoft ecosystem. This saves time, reduces the chance of manual mistakes, and lets people focus on more valuable work instead of routine tasks.

The biggest benefit is that once a workflow is set up, it keeps running consistently without needing constant attention. That improves productivity and makes everyday work noticeably more efficient. Review collected by and hosted on G2.com.

At the moment, I find no inconvenience; the resolution of the issues is swift and efficient. Review collected by and hosted on G2.com.

I have the opportunity to work with AuraQuantic and I must say it is an exceptional experience. This company stands out in the development of BPM (Business Process Management) processes that truly transform the way organizations operate. From the first contact, the AuraQuantic team demonstrated a deep knowledge and commitment to continuous improvement. Additionally, the customer support is outstanding. They are always willing to help and offer customized solutions that fit our specific needs. The training and resources they provide are of high quality, which facilitates the implementation and use of their software. In summary, I recommend AuraQuantic to any company looking to improve its processes and increase its efficiency. Their innovative approach and dedication to the customer really make a difference. Review collected by and hosted on G2.com.

The platform has a learning curve, particularly for users without a technical background when building more advanced workflows.

Providing more ready-made templates (for common processes like expense, leave, approval flows) would significantly speed up adoption. Review collected by and hosted on G2.com.

Before Emakin, many of our processes were either manual or scattered across different systems.

Now, we manage a wide range of operations such as:

Demand and ticket processes

Expense and travel management

Document approval workflows

HR and training-related operations

in a centralized and structured way.

This has helped us:

Reduce manual workload

Increase process visibility

Improve tracking and reporting

Accelerate response times

Overall, it has significantly improved operational efficiency and coordination between teams. Review collected by and hosted on G2.com.

At this point, I don’t have any significant drawbacks to highlight. Any minor limitations encountered have been contextual or easily addressed through configuration or with the support of the VOGSY team, and none have had a meaningful impact on day-to-day usage. Review collected by and hosted on G2.com.

We switched from an internally implemented tool because the costs of maintaining and evolving it were becoming too high, and it was not possible to keep up with market changes effectively. Review collected by and hosted on G2.com.

The learning curve is steep. You will need to invest time in learning how to customize the platform and train your team to use it effectively. To take full advantage of Planhat's capabilities, technical or development skills are required.

There are some architectural limitations to be aware of. Some of these can be worked around, though the solutions aren't always straightforward. Others cannot be resolved, but it's worth noting that you'll only encounter these limitations if you're attempting highly specific, advanced customizations. Review collected by and hosted on G2.com.

Planhat consolidates all of your customer data into one place, enabling you to analyze it from every angle. It eliminates the need to toggle between multiple tools - such as your CRM, accounting software, support platform, and PS - to get a comprehensive analysis. With Planhat, everything you need is in one place. Review collected by and hosted on G2.com.

It isn't a complaint as much as a reality. The cost of the software and the true value means you have to be willing to transform your organization. Old processes that have been around for decades likely will change when they aren't done on paper. Review collected by and hosted on G2.com.

During the sales process gather the top processes and the problems they solve. Then during implementation make your on-boarding plans lead to those goals - not the process.

Processes that are digital don't sit on someone's desk. They live in the system and the workflow can be managed toward an ideal state where anyone can see any task and where it is in the process. Review collected by and hosted on G2.com.

Removing the need to be in the same physical place; teleworking for sales staff is now a possibility.

Automation of processes that involve other organizations, government agencies, and courts. Review collected by and hosted on G2.com.

Few features can be more automated where we can get detailed analysis at one go like the Keka PMS - there are multiple departments, review cycle for each dept for every month needs to made, but the analysis of pending reviews is tiresome. Review collected by and hosted on G2.com.

It helped me perform Keka PMS and others things easily. Review collected by and hosted on G2.com.

Integration with Hubspot continues to be a challenge. Due to the use of custom objects in Hubspot, the base Kantata connector tool does not work well. There is a new Kantata connector with increased capabilities available, but it comes with an increased subscription cost and not something we have budgeted at this time, so stuck with an inferior integration for the near future. Review collected by and hosted on G2.com.

Kantata is solving our problem of visibility into project progress, team utilization, end-customer collaboration, and project financial tracking. Kantata allows us to see what work is upcoming and what staffing adjustments (hiring) are required to meet those demands. That benefits us by not overstaffing or understaffing, allowing us to optimize our costs while ensuring we can deliver for our end customers. In terms of project tracking, we can now track hours of effort executed against milestones and tasks within a project. This benefits us by providing data to take continuous improvement actions against. We can see what parts of the projects are taking longer than planned, where we may be getting stuck in our delivery process, and also what tasks/areas are taking way more effort than we had planned. Review collected by and hosted on G2.com.

Automations need more care than they might seem at first. One bad rule can push a project forward, change what the client sees, or create work nobody expected. We treat important automations almost like workflow changes in code: we test them first on a controlled project, check the edge cases, and only then reuse them more broadly. Review collected by and hosted on G2.com.

An enterprise onboarding started to slip because of a pretty ordinary misunderstanding. The client assumed we were already configuring an integration, while our team was still waiting on credentials from their side. We did have a project plan, but the key dependency was scattered across an internal sheet, email threads, and team tasks, so no one had a clean, shared view of what was actually blocking progress. We moved the project into Rocketlane using a phased Project Template, added placeholders for Implementation, Solutions, and Customer Success, and set up dynamic conditions so module-specific tasks only appeared when they were relevant. Through the Customer Portal, the client could see the exact action items and documents we were waiting on, which immediately reduced back-and-forth. Our first automation still had a flaw: it moved the project to “Ready for Configuration” as soon as a form was completed, even when an internal approval was still missing. We tightened the trigger so both conditions had to be true, and we added a recurring Project Update to keep risks and dependencies visible. After that, we stopped maintaining a separate tracker just to figure out who was blocking the project. The client had a much clearer view of what they owed us, and I could spend more time handling real exceptions instead of chasing tasks the system was already capable of tracking. Review collected by and hosted on G2.com.

Sometimes the refresh speed is low or going in buffering mode and some cases of missed notifications. Review collected by and hosted on G2.com.

Its implementation and configuration is quick and fast. We are getting MIS data very easily. Review collected by and hosted on G2.com.

The truth is that nothing, however, it "frustrates" me that it doesn't take the weight of what it really is and who it competes against: There is a need to enhance awareness, as many times the platform, its features, and capacity itself "fights" shoulder to shoulder with renowned SaaS like Salesforce, SAP, ServiceNow, and others. What I feel as a company offering CoTalker's services is that by not being on their radar, they simply opt for another solution, which always (and from my own experience) ends up being more costly, longer to implement, and with a high percentage or degree of dissatisfaction. Review collected by and hosted on G2.com.

Solve problems of business process automation, operation, flow development, information centralization, knowledge repository, internal and external management platform, in other cases of communication, user support, and ticket management, among others.

We could list the benefits on several pages and still run out of time, however, if I had to summarize the greatest benefit in just one, it is the adaptability of the platform to any requirement. It often happens that in a briefing meeting, opportunity, or problem, there is never a time when we don't use CoTalker (regardless of the core of the problem) as a basis for the solutions we want to deliver to that challenge, and that, coming from us, who are deeply embedded in the market, you will never find in another platform. Review collected by and hosted on G2.com.

There have been a few areas where we felt the software could be improved or better fit the way our teams use EOS. What has impressed us, though, is how responsive the Success.co team has been to that feedback. They have been very receptive to suggestions and, in a number of cases, made adjustments to the software based on our input. That responsiveness gives us confidence that the platform will continue to improve. Review collected by and hosted on G2.com.

Success.co gives us a consistent system for running EOS across our organization. It brings our Rocks, Scorecards, Issues, To-Dos, and Level 10 meetings into one place, which makes it much easier to stay aligned on priorities and maintain accountability Review collected by and hosted on G2.com.

The notifications take quite a while to come to your email box and sometimes when they do, it may be challenging to understand what is happening. But since we are 100% office based, it's easy to walk up to someone and understand what they've just updated on the system - I think I would worry a bit if we were 100% remote, I would have to call the person to understand. Review collected by and hosted on G2.com.

We needed a traffic manager in the business to stop the bad behavior of pushing into the studio hijacking designers to meet our own deadlines - the traffic manager is able to brief jobs accurately and "you wait your turn" - AND you don't need to deal with a designer, I can now deal with the client 100% without having to police both. Review collected by and hosted on G2.com.