Formstack Forms vs. OpenText MBPM vs. Mitratech TAP Workflow Automation

Formstack makes it easy to create a variety of forms. I have used it for event interest and registrations, email list sign-ups, and surveys. I have found it easy to customize, and easy to export data for import into other systems (e.g., CRM).

Incentivized

Metastorm is well-suited for scenarios in which internal stress testing an application is needed in a hurry before showcasing it to potential customers. It supports different views of the process from Swimlane perspective, so different methodologies can be handled. It is an Enterprise level tool and handles both small and large projects quite well, although smaller companies may be stressed out by the amount of time it takes to properly maintain the application.

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

• Allows for unique situations. As a school, we don't have the luxury of being cookie cutter. Neither do our forms.
• Support. If we don't know how to do it, their support team has been very helpful and actually attempts to understand the issue on hand.
• User friendliness. In our field we have a phrase: "what if you get hit by a bus?" With Formstack, you can "get hit by the bus" and someone else can jump in and still keep things running (this is used as a phrase for illness, not termination).

Incentivized

• Complex routing of tasks based on calculated criteria
• Linking between tasks and accessing relevant information
• Organising, scheduling and prioritising
• Different views for different people

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

• Setting up our multi-step form took some getting used to. Some of the branching logic configuration wasn't as intuitive as would be ideal.
• Since we were pushing data directly into Hubspot, I found it cumbersome to deal with data storage limits within Formstack. I would get frequent notices that new responses were not being stored in Formstack and that I needed to upgrade or delete data. I got tired of that.
• More/easier support for custom fonts would have been a huge plus. We were able to customize the form's appearance, but had to make some concessions in that regard.

Incentivized

• The Metastorm process engine is based on an older version of .NET. Updating to a newer version would resolve several known issues with .NET email functionality.
• Metastorm builds web pages at run time. While the UI presented to the end user is fine, the Document Object Model is convoluted and subject to change with new releases. Providing a more simplified DOM or at very least a custom function to replace document.getElementById() would make client-side scripting a much more powerful tool.
• One function that I've seen Metastorm competitors do well, is email wizards. Having a WYSIWYG email editor would be really nice.

• 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

Our user base has come to rely on Formstack to get forms done. The Formstack tools make it easy to start from scratch or copy an existing form to "quick start" a new, similar form. The price is right and frees up IT staff to do more transformative work.

Incentivized

There are other products that seem to be a better fit for future initiatives.

Incentivized

It's easy to learn how to use, generally easy for clients to use, and overall I've never had an overwhelmingly negative experience with it. While there are a few tweaks that could make it really shine, Formstack Forms serves almost all our needs and we're super happy with it.

Incentivized

Although it is intuitive to use it does require training

Incentivized

The agents in the original group, especially the ones in cahoots with the developers, are really solid and know what they're talking about--I'm looking at you, Collin. The 'Tier 1' support agents that typically reply to the tickets are really spotty. If you have an overly technical question, i.e. bugfix, or describe a feature from a few years back that randomly disappeared, these agents typically will give you what feels like a generic reply and not know what you're talking about.

Incentivized

Great customer service for an API support related query

Incentivized

We implemented on one of the earlier versions. Through continuous engineering improvements, the interface keeps getting easier and more intuitive. Therefore, later implementations keep getting easier and better.

Incentivized

Drupal is a much more customizable platform, however you must have someone build the forms first and then you can work with them if you do not have the programming knowledge. If you have any changes to make, it can sometimes be both a time consuming and difficult process. Formstack is much more efficient if you do not have an in house programmer.

Incentivized

We found that OpenText MBPM held its own quite well against IBM BPM. We ended up choosing OpenText MBPM due to the analytics, complex routing, and the ease of SOA service integration. Furthermore, the ability to quickly develop simple User interfaces make this tool a daily component of our most-used toolbox components.

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

• Positive - ability to analyze submission trends - e.g. when a marketing email is sent, looking at increased form viewing and submissions in relation to the sending of the campaign.
• Immediate response - those that submit forms receive immediate response that their form has been submitted.

Incentivized

• The development of the ticketing system has enabled us to greatly improve customer relationships
• The scheduling and allocation of the tasks has reduced both the number of open tickets and the turnaround time to resolution
• Management information from the system has improved decision making

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