Creatio vs. SharePoint Designer (discontinued)

Creatio is well suited in following scenarios: Complex Business process modelling and automation, Low code No code development which is best for efficient timelines, customized reporting and dashboarding, seamless integration with other technologies. Scenarios where Creatio is less appropriate: Solutions which require high cutomizations on the frontend side as this can be done by javascript modifications but it increases the load on the page and slows it down.

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SharePoint does not provide, out of the box, a tool to create / update workflows from web. You have to use SharePoint Designer in order to create them. If you need to implement custom workflows for specific business processes, then SharePoint Designer is well suited. SharePoint Designer allows you to create workflows with task approval, email notifications, assign variables and update SharePoint Lists / Documents properties. In our company, we have created specific workflows for : - Purchase order - RH forms validation like annual employee review - Dematerialized existing forms and validation

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• Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
• Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
• Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.

• 2013 Workflows - Loops: You can build loops to work while a value (not) equals something, or N number of times. You can insert Parallel Blocks to do multiple things at once, or to watch for multiple things, and when 1 thing finishes, cancels the others and moves to the next step or stage.
• 2013 Workflows - Stages: Previously all we had were steps, which worked sequentially. With the Concept of Stages, we can create blocks of steps and based on the data collected during those functions, we can tell the workflow to go to a different Stage in the workflow based on a set of 1, or multiple, Conditionals in a transition area after each Stage. Giving you the power to develop multiple entire processes and skipping to the correct part of the workflow, rather than going through 20 conditionals to find out you needed to do action 31.
• 2013 Workflows - REST API: the "Call HTTP Web Service" is a very powerful tool, but hard to understand if you have never seen it done, or have a guideline. It works very similar to the requirements in PowerShell to connect and get and post data to SharePoint using the Rest API. You can also use this to manage permissions on List Items, Lists, Sites, and Site Collections. Best part is when developed correctly, it is SUPER FAST!
• Intentionally Building Infinite Loops: I have built multiple review process from Managing Certifications to Updating Published Documentation, that monitors when an Item, based on provided approved metadata, when the "Author" needs to review the document within the given amount of time. They will get e-mails with links asking if changes are needed. If not, it is routed to the Approving Executive, and the Workflow Automatically updates the Metadata to push out the review dates to the next date, based on metadata provided on how how often the document should be reviews. By using conditionals in the transition of stages, it basically starts over, and goes into a parallel block to allow the monitoring of multiple values of metadata to move to the next stage. Very Powerful when you want to automate these types of process. It truly is a "Set It and Forget It" process.

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• When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
• The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.

• In the newest version of SharePoint Designer, they have gotten rid of the Design view which makes what used to be quick and easy changes much more code-intensive. This makes it harder for non-IT users and is more risker for all SharePoint Designer users.
• SharePoint Designer workflows have a lot of functionality, but there are also some crucial limitations, such as not being able to put lookup fields in email subjects or using parenthesis to separate/group logical conditions.
• Although this goes along with the Design view, there really isn't a good user interface anymore for adding conditional formatting and styles in views/pages.

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We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.

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It is a helpful tool that we use every day.

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Because it is so easy to use and navigate through - even the most technophobic people in our company are using it on a regular basis. It is easy to change around and switch through different sections and keep neat and tidy.

Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.

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Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.

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The people at the Creatio offices world wide are very friendly, patience and always happy to help. I have a huge respect for them, especially the people that were based in the Ukraine. Still in these strange times they always keep the focus on the customer, where we would have totaly understanded it if it was any different. So huge compliments to the whole team, keep up the energy and the good work

Support is good from Microsoft. They are quite responsive when we raise a ticket but SP Designer support will be ended by Microsoft in the near future as they have got new techs like PowerApps and Flow to achieve the same functionality SP Designer does and even more than that.

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Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.

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The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.

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The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With Salesforce, unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.

I haven't used anything else like this. I use different products for workflows and forms, but they aren't listed in the listings for this page. Instead of using it for workflows or forms (deprecated 2 years ago), I use Nintex. For everything else, I have what I need in the Modern version of SharePoint online

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I can see the promise of how it can be customized to other aspects of our business.

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• We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
• Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods

• For my needs, I have not found SharePoint Designer useful for my day to day maintenance of SharePoint. It is useful for viewing all the objects that make up the SharePoint site.
• It is not as intuitive in regard to setting up Workflows. I have yet to use it to set up workflows in SharePoint. Maybe if I needed more complex workflows, it would be beneficial.
• I like to use SharePoint Designer for moving around files within SharePoint sites.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info