Skuid vs. Mitratech TAP Workflow Automation

For anyone looking to build customized user experiences quickly on Salesforce.com and who don't have access or budget for developers then Skuid is an excellent option. Although some investment in license costs and learning is required the pay off comes with the sheer speed and volume of applications that can be built and delivered to the business in short time frames.

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

• Pulling data from external sources.
• Providing visualizations that tell a story & summarize.
• Integrations with other applications, i.e. Sharepoint for document library storage.
• Amazing support! Very quick to respond and also wonderful to work with when scoping out your needs.

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

• Release management. Whenever a new version of Skuid is released, upgrading can be a dubious task.
• Support. Skuid does not offer standard support. Instead, you will be required to use the Skuid community or purchase engineering hours.

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

Salesforce Flows was another way of accomplishing some goals we had but Skuid was much simpler to set up, more intuitive for users, and faster to run. We didn't experience any Apex exceptions or query limits. The only downside to using Skuid vs. Flows was that Skuid required developers whereas Flows can be done by an administrator.

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

• Our customers have been very happy with Skuid and it has allowed them to do things that otherwise would have been impossible.

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