Kofax TotalAgility vs. PlanPlus Online

The platform is an excellent solution for companies looking for a workflow automation system that can be used across departments and its return on investment becomes apparent once it is introduced in production for a business. Its ability to route work tasks dynamically between employees and outside parties, implement SLAs, and get information to a back-end source is excellent.

Incentivized

I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

Incentivized

• Ease of use. The drag and drop configuration to create the processes makes the product easy to use and configure. Most of the icons are intuitive on what they are and how to use them. The use of the colored icons for each value also helps to know that that value is looking for.
• Forms. The capture forms are easy to create and maintain. A new field can be added to the Extraction group and then the capture form is regenerated and that field is automatically added to the form with all the proper attributes. If an additional check box or field is added to the form, that field stays when regenerated. This differs from KTA 6.0.
• Kofax has done pretty well integrating all the pieces of Kofax into one product. KC (Kofax Capture), KIC (Kofax Import Connector), KTM (Kofax Transformation Module with OCR), and workflow are all combined into KTA (Kofax Total Agility). This lets all of these features work together in one product. Kofax does keep adding more to the functions that maybe were left out original version. This makes Kofax Total Agility a robust product.

Incentivized

• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

Incentivized

• Exception management within the platform can certainly be improved upon. If a job is suspended for any particular issue integrations can be put in place to attempt to handle them but it is kludgy and does not always work as anticipated.
• The administration interface is based on Microsoft Silverlight which limits it to certain versions of Internet Explorer and the interface has seen better days. Their other application, Kofax Kapow, has a much more mature and intuitive interface. This supposedly is being replaced in the next major iteration but I have doubts it will be successfully done.
• The product is expensive. It is also the Cadillac of workflow platforms with document transformation built in. In many cases the product can do what you want it to do but there may be other more cost effective platforms.

Incentivized

• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

Incentivized

It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

Incentivized

There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

Incentivized

Kofax TotalAgility is a beast of a package that gives you a thousand ways to tackle a problem, but it may not be the best platform for your needs. It is more of an enterprise platform that integrates well with other systems with moderate development time. Other packages may be cheaper, easier, and faster to implement depending on needs.

Incentivized

PlanPlus Online is much nicer than Salesforce and also much faster.

Incentivized

• Kofax TotalAgility is very expensive. Some customers have reported that using the KTA workflow has increased productivity and has a good ROI overall. The customers have not shared true numbers for me to give details.

Incentivized

• Better lead management
• Increased lead efficiencies with drip programs

Incentivized