Case-Management Redefined
The Pega platform addresses two main issues within our HR Service Center focused primarily on information/knowledge sharing within HR and …
Starting at $35 per month per user* (or $0.45 per case**)
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What is Pega Platform?
Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.
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Popular Features
- Business rules engine (63)9.696%
- Process designer (63)9.494%
- Dashboards (61)9.090%
- Standard reports (61)8.686%
Reviewer Pros & Cons
Pricing
Low-code Factory Edition
$35
Cloud
per month per user* (or $0.45 per case**)
Standard Edition
$90
Cloud
per month per user* (or $0.80 per case**)
Enterprise Edition
Custom Quote
Cloud
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.pega.com/products/platform/…
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- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Pega Platform?
Pega is used to build scalable,
enterprise-grade CRM, Robotic Process Automation (RPA), BPM, Case Management, and AI
apps on a unified platform.
According to the vendor, the Pega Platform transforms business stakeholders into citizen developers with a no code, visual app development experience, while empowering professional developers to architect applications with a model-driven approach in a low code environment. Pega aims to maximize productivity, re-use, and scale for the enterprise while delivering meaningful apps 6.4x faster, reducing development costs by 75% and driving ROI by 321%.
Pega Platform Features
Process Engine Features
- Supported: Process designer
- Supported: Process simulation
- Supported: Business rules engine
- Supported: SOA support
- Supported: Process player
- Supported: Form builder
- Supported: Model execution
Collaboration Features
- Supported: Social collaboration tools
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Additional Features
- Supported: Application Development
- Supported: Case Management
- Supported: Cloud Decision Management
- Supported: Intelligent Virtual Assistant
- Supported: Mobility
- Supported: Robotic Automation
- Supported: Workforce Intelligence
Pega Platform Video
Center-Out Explained
Pega Platform Integrations
- Salesforce Sales Cloud
- SAP
- Legacy System APIs
Pega Platform Competitors
Pega Platform Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Global Support |
| Supported Languages | All major languages; localization available |
Pega Platform Downloadables
Frequently Asked Questions
Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.
IBM Business Automation Workflow, Appian, and Oracle BPM Suite are common alternatives for Pega Platform.
Reviewers rate Model execution highest, with a score of 9.8.
The most common users of Pega Platform are from Enterprises (1,001+ employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Pega Platform has proven to be a versatile solution for various industries and departments. Users have successfully utilized Pega Platform to automate business processes, optimize workflows, and replace legacy systems. The platform has been particularly effective in contact centers, allowing the creation of flexible, multi-tenant applications that integrate with third-party systems. It has also been praised for its ability to streamline client onboarding platforms and centralize them in one framework, providing more control over processes. Pega Platform is commonly used for case management, app development, and solving business problems related to employee management and process streamlining. Additionally, the platform serves as a CRM ticketing system for tracking customer interactions and call center cases, facilitating documentation, addressing inquiries, and managing multi-step workflows. Overall, users have found value in Pega Platform's capabilities in automating processes, designing business process flows, and providing a unified platform for various domains such as insurance, banking, finance, and healthcare.
Scalability and Reusability: Multiple users have praised Pega for its robustness and reliability in development and production management. They have found the platform to be highly scalable, allowing for efficient management of multiple teams, while also highlighting its ease of reusability of code, which enables fast-paced code development.
Quick Deployment Process: Reviewers appreciate Pega's quick deployment process in Pega 7, as it allows for efficient development and implementation of changes. This feature has been mentioned by several users as a valuable aspect of the platform.
Collaboration and Alignment with Business Needs: Pega promotes collaboration and alignment with business needs by involving business teams in each phase of development. Users have reported that this approach encourages better communication between IT and business teams, resulting in solutions that meet specific requirements effectively.
Confusing User Interface: Users have found Pega's user interface to be confusing and time-consuming to navigate, especially when compared to other software in the market. Several reviewers have expressed frustration with the menu structure, decisioning portal, and overall complexity of the interface.
Steep Learning Curve: Some users have found the learning curve for Pega Platform to be steep. They feel that it requires a lot of knowledge and certifications to properly use the tool, and basic programming knowledge may not be enough. Reviewers have mentioned that it takes a long time to learn how to modify business rules and that the provided training resources are not sufficient.
Limited Reporting Capabilities: Users expressed concerns about Pega Platform's limited reporting capabilities. They find it challenging to gain insights into different areas of their organization due to these limitations. Several reviewers have mentioned the need for more features, customization options, and scalability in the reporting tools provided by Pega Platform.
Users have made several recommendations for Pega BPM, CRM, and Marketing platforms. The most common recommendations are to use Pega for BPM and BRE requirements. Many users find the features of these platforms to be excellent and emphasize that Pega is easy to understand and learn.
Another recommendation is to consider usage based on diligence. Reviewers advise being diligent in deciding where to use Pega. While the platforms have great features, users suggest carefully evaluating whether Pega is the right fit for specific business needs.
Furthermore, users highly recommend setting up a delivery methodology and conducting thorough architectural planning before implementing a large-scale solution based on Pega. They emphasize the importance of taking time to ensure successful deployment.
Users also mention that the price of the license for Pega is on the higher side. They suggest considering this factor when evaluating the platform.
Additionally, users recommend engaging a certified Pega Architect to deploy the software, emphasizing its power to transform businesses.
Attribute Ratings
Reviews
(51-72 of 72)Companies can't remove reviews or game the system. Here's why
May 02, 2018
Pega Can!
My organization works as System Integrator so we use Pega Platform to build Solutions that accomplish our client's requirements. At this moment, we're working for a very important Italian Telco Operator, building a new solution to manage the sale of product and service to its customers. The Pega Platform offers an "all-in-one" experience avoiding multiple interoperating legacy systems.
- It allows a fast delivery of new requirements thanks to the perfect integration with Agile and DevOps
- Allows multiple parallels developments in "independent" areas, so multiple requirements can be implemented avoiding long development time.
- Extreme modularity, its rules can be personalized or differentiated by the environment, user profile, localization and so on using few and simple configurations.
- CPQ can be extended with a more powerful eligibility/compatibility features.
May 02, 2018
Review - Pega Platform
It is being used to implement business cases for one of the healthcare providers. It is easy to implement business cases with Pega platform.
- Low code
- Easy to configure
- Extendable
- Follow BPMN standards
- Import and export of process models
April 23, 2018
Best in class BPM product
Used across the department. Used for consulting.
- Quick implementation
- Cross-platform interface support
- Business user-friendly
- UX development is tricky
- Expensive
- Limited models in the decision engine
April 19, 2018
Pega - Automated Intelligence
My company has a strategic partnership with Pega and implements Pega solutions to clients where/when applicable. We implement CRM solutions that provide users with an in-depth, thorough solution that provide a high level of value. During development, Pega supports capture requirements directly in visual models that mirror the way clients talk about their business.
- Simple solutions that exist in an easy-to-use ecosystem
- Intelligent decision-making.
- Reinventing old, outdated processes
- Capture requirements directly in visual models that are parallel with the way clients talk about their business: the lifecycle of work, the flow of a decision, the layout of a screen. Pega then writes, versions, and optimizes the code for you.
- Better educational tools
April 17, 2018
Know about Pega!
It's being used across whole organization. It addresses solutions in Retail, Small Business and Commercial banking. It's also used by HR and shared services. It's solutions for credit card, mortgage units, central mortgage unit and central accounting unit, net promoter score, contact center, onboarding, product onboarding, credit adjudication, Customer Interaction Management and Customer Relationship Management.
- Case Management
- Decisioning and Analytics
- Robotics
- User Interface
- DevOps
- AI
April 17, 2018
Really build for change
We use Pega Platform to develop proof of concepts for our customers. We are also trying to address internal topics enabling RPA processes.
- Integration with external systems
- Report customization
- Ease at managing workflows
- Integration with IoT devices in a simple way
- Make easier the way to design and develop skins
- Make logged errors easy to read when looking for the root cause
February 24, 2017
Pega 7 Rules Review
It is being used in the enrollment process and claims process. Right now Pega 7 is only for new projects where we have a lot of rules.
- Rules
- Complex decision
- Automatic approval decision
- Very difficult to mock the complex scenarios
- Not able to monitor the transaction using any other third party monitoring tools
- It should have a load balance option for all HTTP calls
June 07, 2016
Pega 7 Platform - Next Gen BPM tool review
We are service company who provides BPM services to various clients. PEGA BPM is one of the products we provide services into. We are using PEGA in all sorts of domains and for various clients. It's an excellent BPM product to model the business processes and solve issues. It has great productivity.
- Excellent case management.
- Excellent responsive UI development independent of platform.
- Ability to integrated to various legacy and modern age applications by supporting many protocols.
- Rapid development and time to market.
- Could come up with sample base applications which can be easily modeled and provide a solution to some critical problems and support great architecture.
May 14, 2016
Pega Pros and Cons
It is used by a department for rating customers on a scale of 1-15. It helps the raters to rate a customer using Pega UI at the front end and decisioning at the back end.
- The tool is user/business friendly to a certain extent.
- Easy to make small changes to the code in no time.
- Strategy/decisioning engine has strong analytical capabilities.
- Handling of null in strategy is an issue.
- Limited data transformation ability.
- Limited reporting/visualization capabilities. Would like to see better functioning of VBD.
- Latency issue.
- Should focus on improving online training.
- Requirement gathering and use case upload portal in Pega not always aligned with company's best practices.
We are building a Strategic Customer Service desktop [application] for Anthem Customer Service department to help and manage inquiries, questions by members.
- Easy to use Workflow
- Better User Experience
- Out of Box Reporting
- For new developer its hard to get used to PEGA terminology and lingo (esp. developers switching from Java, .NET Background) - Need better initial training.
- Better analytics capabilities and seamless integration with other advance reporting tools.
- It would be helpful if the UI designer was WYSIWYG.
- API Integrations options are limited - Streaming support was missing.
May 09, 2016
pega 7 for analytics and model execution
Pega 7 is being used for financial rating in a commercial lending space and the usage is limited to the risk organization.
- Pega uses web 2.0 concepts and the user interface is nice and easy to use.
- The business logic using strategy and workflow is very intuitive for maintenance and business control.
- Pega 7 abstracts technical details very effectively and developers don'y need rigorous technical know-how to start implementation.
- There is little scope to inject native code to implement an intricate requirement.
- Complex analytics calculation on datasets that require good data manipulation capabilities are not easy in Pega.
- Version control and ruleset management in Pega is not very mature with significant scope for improvement.
In Risk Rating Implementation for one of my clients..... It is used as a replacement tool for an in house software, wherein it will be used firmwide across the bank to provide details / act as the precursor for all risk rating and regulatory capital computation activities by the bank and its downstream consumers.
- Good UI Look and Feel
- Easy to develop
- Intuitive
- Data transformation and service logic
- Complex algorithm implementation
- Persistence and database interaction
- Debugging experience
May 03, 2016
Still learning!
My department is using Pega independently of other departments across our family of companies that are also using Pega. Currently we are addressing getting work to the right time at the right place at our auctions.
- Development can be fast once you establish a consistent, agile rhythm.
- It's extremely easy to start mocking up a new application during DCO sessions and initial meetings. Clients can immediately see what the application could look like which helps with buy-in.
- Pega 7 has the ability to connect to and integrate with other systems. Currently we are focusing on connecting to our legacy systems but plan to integrate with applications like Oracle in the near future.
- I felt the training offered through Pega wasn't sufficient to really get started. I'm not sure if it's because of how our department uses Pega or if the courses didn't go into enough detail.
- As someone still learning how to do development in Pega, I find it extremely difficult to pinpoint why I am getting errors. I think there needs to better and more clear documentations of errors and how to fix them.
- There are very few online resources for troubleshooting issues in Pega. I believe there is a section on PDN that allows users to enter questions. The one time I've used it I don't think I ever received a response.
May 03, 2016
Pega 7 making business better
Pega 7 is used enterprise wide for sales and enrollment applications. It is used in a wide variety of applications including quoting and product management.
- Intent driven UI provides a powerful tool to show users what is relevant for them to get their job done
- Split Schema makes Pega upgrades very easy without much impact to existing applications
- Support for HTML 5.0 and responsive UI has enabled developers to create high quality User interface with Out of the box pega controls.
- Integration with deployment tools like Jenkins and source control systems like Git
- Need more support for Big Data
- More support for analytics
April 28, 2016
Pega 7 - Your next BPM/Case Management Solution
I have been developing BPM/Case Management solutions for some of the major firms for the past 9 years and I must say it’s a very fulfilling and rewarding experience. I feel lucky to be associated with Pega, because it happened by chance not by choice. Pega has been reinventing itself time and again, adapting itself to the ever changing market conditions. It started as a work flow solution, then enhanced itself as a case management solution, with various industry specific frameworks. It has become the leader of the BPM world. With the very critical speed to market, high availability, low code (getting lower with every release) designing experience, adherence to the BPM standards and more, it earned trust and is continuing to place itself as the leader in BPM. I have particularly used Pega to develop CRM solutions, pure workflow solutions and all the clients are immensely happy with the product and the support they get from Pega.
- Complete loose coupling of application code and the data management.
- High availability, With Pega7 the clients are assured a 99.99% availability of the system.
- Low code designing interface, with built in wizards for integration, app development, DCO and more.
September 22, 2015
Pega Review
We are using Pegasystems' products to build all our contact center applications. It enables us to create flexible, multi-tenant applications that are business user friendly and capable of integrating with a wide variety of third party applications.
- Tightly coupled business rules engine
- Ability to delegate control to business users
- Ability to integrate with almost any external application
- Easy to build complicated workflows
- Developer pool not as deep as needed
- Learning curve is fairly steep
- Cost is sometimes prohibitive for building smaller applications
September 18, 2015
Read if your business needs change almost every day!!
Pegasystems is being used by 2 Departments in our organization. In one department we are using it to streamline different client onboarding platforms and centralize them in 1 framework. This would give us more control over the data and documents collected during onboarding of different clients. It also makes the onboarding process more efficient and transparent.
- It is able to build a process pretty quickly and make an executable application. It gives business users a good visibility of the process
- It manages to synergize the BPM and BRE very efficiently within a tool and makes architecting of a business process easy
- Case management is a very strong component of PegaRULES and can handle very complex processes fairly simply by breaking them into smaller components(subcases) yet maintaining visibility of the overall process
- It is fairly easy to write and rewrite code; it is built for change and more attuned to support agile development
- Performance Analysis is very UI-specific; it is difficult to get performance matrix of Service call
- Locking mechanisms have lot of restriction
- Upgrading from one version to other is always very cumbersome and bug ridden
September 15, 2015
Pegasystems use in a extra large financial company
Our Pegasystems implementation was being used by the payments and disputes operational groups at American Express. The primary use of the tool is as a case management tool to track payment issues for customers of American Express products. The tool provided the reporting, tracking and status updates as needed for the operational support employees to ensure payment issues were addressed and accounted in the various payment back ends.
- As a framework, the product provided rapid application development and implementation for the business. I could take programmers with any level of Java experience and they could be up and running fairly quickly. We were able to respond to business issues quickly and provide functional updates in a much quicker time frame.
- Support from Pegasystems was excellent, in my experience. They were quick to respond and knowledgeable in helping us get back on our feet during any issue.
- While the Pega community is small, it is passionate about the tool. I had the chance to attend the Pegaworld event in 2013, and was excited by the possibilities and quality of the user community.
- Performance was a constant issue for us, and we had to spend an immense amount of time in tuning our applications to meet the user's needs. DO NOT install this application in a separate data center than where the database is being housed. Because of the very heavy nature of the data driven elements (including content page assets), you must co-locate the application servers with the database servers. We learned this the hard way.
- While it was great for individual department team use, we found the applications did not run well in an enterprise environment. Again, I think it was due to the heavy data driven nature of the base architecture.
- At the time of use, the ability to secure someone with any kind of Pega experience was extremely difficult. This resulted in a need for highly paid consultants. We constantly invested money to train internal developers on the Pega products, only to quickly lose them to competitors. While our company's inability to retain talent was not a Pega specific issue, it is a watch out to management looking to use the tools. Ensure you have training in your budget and the necessary merit increases to retain the talent.
- At the time of my team's use, there was some concern with the financial viability of the company. I'm not sure that this is still an issue, but the product is very expensive. Therefore, a solid investigation into the financial status is necessary to ensure you are not investing in something with a high risk of changes to its support structure.
March 17, 2015
Pega for claims processing
Score 7 out of 10
Vetted Review
Verified User
We use Pega solutions to automate our claims processing systems and claims adjudication.
- Pega has a variety of products to support claims processing; we use as a rules engine which helps us to drive our own business rules and make it as a complete rules processing system
- It does provide health care frameworks, which comes up with pre-configured rules and decision making systems
- The versioning and code repository is big plus with Pega as we do not depend on external versioning tool
- The rule comparison is nice to have, but currently we don't have ability to compare one rule with a previous version to see the differences
- To delete multiple steps in an activity in one single click
- The documentation is not clear, sometimes it is missing key elements or has incorrect information
December 04, 2014
PRPC 6.2 SP2 Review
Score 8 out of 10
Vetted Review
Verified User
Pegasystem is used at Wells Fargo by Retirement Services. We support the 401(k) business, from customer services to managing the workflow for the operations. Pega tracks multiple workflows., Fulfilments. Pega helps increase productivity & set priorities of work, better tracking of workload per employee. Other units use it but I am not familiar with them.
- Assign work, system has flexibility to assign work based on rules or let manager do it
- Flexibility of designing flows
- Integration with Java & Javascript
- Access Control: not easy to limit developers to part of system. No easy "read only" access for troubleshooting production.
- SMA and Node info & agent: not easy to know at glance on which node an agent is running. If agent not running on that Node the sma should not display the agent since status is incorrectly displayed.
- Limited out of the box report tools: BIX has limitations and need bug fixes. Data is mostly stored in blob, efficient way to use but not suitable for reports without extracting it.
Score 8 out of 10
Vetted Review
Verified User
Our deployment of the Pegasystems solutions have enabled our organization to adapt to the ever changing landscape within the healthcare industry. Deployed across several of our departments, it has enabled us to fill various solution capability gaps and provide the necessary infrastructure to continue to evolve our business.
- Ability to partner and understand our organizational needs and challenges to determine the right solution fit
- Provide industry specific solutions and resource knowledge
- Broad service implementation partner network
- At time of initial implementation, platform did not support a diverse number of web browsers or mobile web interaction
- Improved elaboration and understanding of reporting requirements
March 12, 2014
A market leading BPM suit
Score 8 out of 10
Vetted Review
Verified User
Largest implementation partner for Pegasystems - it is one of the most advanced BPM packages solutions available in the market today. Besides being a workflow and rules engine it also has real time decision abilities based on various business parameters. It is suited for a tactical implementation for a particular department or business process.
- Rapid implementation
- Available frameworks for various industries like insurance, banking etc.
- Product is business focused rather than IT
- You still have to get the requirements and implementation correct in order to get maximum value out of the product, often missing functionality is a result of lack of requirements not discovered upfront.