Cleo Integration Cloud vs. Mitratech TAP Workflow Automation

CLEO Integration Cloud is well suited in any environment where you need to move and translate business data from one format to another or multiple other formats. It is very well suited to replace existing EDI systems that are cumbersome, are a lot of work to add new mappings (add customers for example), or where the support is lousy and you are constantly creating support tickets to try to resolve issues. It just works very well and is constantly improving including keeping up to changes made by various services such as Shopify.

Incentivized

From my few months of using the tool, I believe the tool would be best suited for Legal Ops (Contracting) & Procurement. Maybe even in competitive bidding (strategic sourcing: eg RFP & RFX). The tool may be less appropriate for Payment Processing/Collecting.

Incentivized

• A great platform perfectly integrated with the rest of the company's software.
• Detailed design with simple and easy access from anywhere to our information.
• Multi-location and multi-device access.
• We save on hardware, software and maintenance, by minimizing the user's need for powerful equipment and the programs in charge of managing and configuring them, reducing the investment in their acquisition.
• Cleo integration is in charge of technical maintenance and updates.

Incentivized

• Creating a user community and sharing knowledge of automation best practices.
• Easy to use form and workflow builder.
• Responsive and knowledgeable technical team.

Incentivized

• A fully functional help manual would be good. Some topics have no help at all, "envelopeassemblybycontext" for instance.
• A needed feature is to be able to sort files by either file type (FM, RS, BPS) or by filename. Some of our projects have almost a hundred files.
• Better, more descriptive error messages. Sometimes a ruleset or process fails and the error message is not helpful.

Incentivized

• Adding form fields can be quite tedious as it has to be added to every stage/relationship.
• It's difficult to remember where a certain condition/formula sits.
• I wish the workflow itself can be exported for presentation/demo/documentation purposes.
• I wish there was a way for more than one admin to configure the tool at the same time.

Incentivized

Ease in understanding and setup.

Incentivized

Great data manager in the cloud, at a competitive price, backed by a great company and great professionals.

Incentivized

Before choosing a solution, we did a detailed analysis of cost, performance, scaling and support. Cleo checked all the right boxes and we have been very satisfied with our choice.

Incentivized

Autodesk selected TAP because of its ability to handle more complex workflows. We vetted a lot of "light" automation solutions but wanted a tool that was flexible enough to handle our more extensive use cases.

Incentivized

• We have easily improved our EDI tenfold (or more) as far as ease of adding new customers for example
• We have saved a ton of money by reducing chargebacks for missing ASNs for example
• We have improved customer scorecards where they measure our EDI performance such as one large brand name customer we sell wholesale to who originally scored us around 28% and after implementing CLEO we quickly went to a 96%+ score.

Incentivized

• Required fields force robust disclosure information up front.
• Workday integration enables pre-population of fields which reduces manual entry and saves compliance time.
• Emails, communications, and disclosure decision memos and stored in a centralized database which helps our team keep compliant records.
• Automated reminders have led to less ‘chasing’ by compliance.
• Improved UX has encouraged and increased disclosures, mitigating our company's risk.

Incentivized