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Pega Platform

Score8.5 out of 10

207 Reviews and Ratings

What is Pega Platform?

Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

Top Performing Features

  • Business rules engine

    Business rules engine allows non developers to change business logic in a model

    Category average: 8

  • Social collaboration tools

    Social tools for discussion threads, wikis, enabling decision making

    Category average: 8.2

  • Form builder

    Integrated form design tool

    Category average: 8.2

Areas for Improvement

  • Support for modeling languages

    Support for modeling languages like BPML, BPEL, and BMMN.

    Category average: 7.9

  • Content management

    Content management tool for storing and managing versioning of electronic documents, images, etc.

    Category average: 7.8

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 6.7

Pega Platform - The BPM Leader

Use Cases and Deployment Scope

Pega Platform is used a a BPM tool in our organization to develop applications for various business functions including Banking, Core Finance, Mortgage (Bankruptcy, Foreclosure), Claims, Complaints, legal actions and many more. These applications are developed and managed end-to-end using Pega Platform and integrated with different SOR database and other applications for data exchange. Pega Platform is very helpful in developing and deploying the application changes in a very rapid manner. It also provides versioning support to track changes or do any backouts easily. The tool also provides reusability and scalability which is a big boost for extending the features across applications.

Pros

  • No-Code/Low Code Solution
  • Faster Development and Deplopyment
  • Reusable
  • Scalable
  • Easy Version Control

Cons

  • Support for Writing and Testing Custom Code
  • Integration with BitBucket or other CI/CD Tools
  • RPA part has lots of room for improvement

Return on Investment

  • Blueprint is good feature to quickly convert a process into draft workflow
  • Rule Delegation helps delegating frequently changing configurations to be directly setup by Business Users saving lots of cost going through entire technical change lifecycle
  • The faster time to market is a win-win for a good ROI

Usability

Alternatives Considered

Appian and UiPath Automation Platform

Other Software Used

UiPath Automation Platform, Appian, Oracle Autonomous Database, Microsoft 365 Copilot, GitHub Copilot, Red Hat Ansible Automation Platform, Azure Red Hat OpenShift

Pega Platform is a great knowledge base management system

Use Cases and Deployment Scope

We use Pega Platform as a knowledge base management system. Pega Platform allows us to store and update process and product related information that is then used by our Operations and Client Service teams. We have created templates and a custom taxonomy within Pega Platform that helps us ensure that the information is formatted and presented consistently.

Pros

  • Makes it easy to categorize information
  • Clear audit trail and page history
  • Ability to create templates which speeds up content creation

Cons

  • The search function sometimes provides irrelevant results
  • The content editor sometimes is finicky to work with especially when there is a lot of charts, and expands.
  • Would love to see some writing software embedded. Like an AI tool that helps users with writing and can make suggestions.

Return on Investment

  • Consistency with templates allows us to create content faster
  • Consistent taxonomy and content layout also enables users to find information faster
  • Easy editing process means we can make corrections and get the right information out the door quickly.

Alternatives Considered

Atlassian Confluence

Case-Management Redefined

Pros

  • Back-end interface is easy to design and customize
  • Front-end user experience has been impactful compared to our previous solution
  • Integration with other systems (Workday) allows for customized content and case management capabilities

Cons

  • Better consultative services when implementing the Pega team
  • Could use a standard "pre-fab" platform to build upon instead of building the system from the ground up for every client
  • More robust case management capabilities around workflows

Return on Investment

  • Decreased time investment from BPs answering inquiries supported my self-service
  • Increased speed of sharing highly-sought HR information

Other Software Used

Workday Human Capital Management, Oracle PeopleSoft HCM

Great Robust Platform to Implement 1-on-1 Marketing

Pros

  • Adaptive analytics - Pega platform allows you to feed data from all your interactions into their interaction history so it learns from past behavior and it starts predicting the best course of action.
  • Pega BPM - Business process management engine allows you to specify various business rules on a WYSIWYG way so you can visually understand all the process flow.
  • Pega provides a robust list of use cases on their website where you can learn how other companies implemented the platform and the pitfalls they overcame. Very helpful to also attend their user conference, PegaWorld.

Cons

  • Pega is a very robust platform but it requires lots of technical help to set it up. It would be helpful if Pega created business templates with best practices to follow, based on all their industry experience.
  • Pega academy is a great resource but only available for clients. I wish this resource was available for those on the evaluation phase so they can learn more about what next-best-action marketing is.
  • Pega is a low-code platform which doesn't excite most of the developers as they normally love to develop in new and exciting languages. I wish Pega helped facilitate the transition for developers to low code platform. It's a culture change not always easy to accomplish.

Return on Investment

  • Cost reduction in campaigns - We don't send everything to everyone anymore. We are way more targeted which helps save money on advertising costs.
  • More visibility on what's working and what's not, giving us better analytics.
  • We are starting to create a data-driven culture when it comes to the decision process for marketing campaigns.

Alternatives Considered

Marketo, HubSpot and Infusionsoft by Keap

Other Software Used

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Workfront, Campaign Monitor

Pega Robotics as a RPA tool

Use Cases and Deployment Scope

Pega RPA has been used for a few years and the response is positive, it was started from one department and later on, it has been used in different verticals. It is very good in RDA(robot desktop automation) as well as RPA (robotics process automation), As of now, all the carried projects are related to manual processes automation which reduced man-hours and operation costs.

Pros

  • Pega RPA has translators for specific platforms which makes it easy to integrate and automate. For example, .Net translators helps to interrogate applications based on .Net platform.
  • "Wait for Create" feature is not available in any other RPA tool, which is handy during RPA workflows.
  • Pega RPA has special features for Pega application which makes it a preferred RPA tool for them.

Cons

  • Pega RPA doesn't have centralized control room which is available in other RPA tools. It should be there for the centralized control of bots.
  • Pega RPA should have better help documents and tutorials. Help.Openspan.com doesn't contain enough examples to understand the product. This will ease the lives of developers.
  • It should have better recording and data scrapping features which are present in other RPA tools like UIPath, AA, and Blueprism.

Return on Investment

  • Once bots are deployed they carry out work 24*7*365, which resulted in saving several work hours.
  • The support team has to monitor regularly. If there is no change in target applications or bots are running fine. This is a bit of negative impact from RPA side.
  • Overall, the organizations are benefited from bots as they save operation cost and work hours.

Alternatives Considered

UiPath Enterprise RPA Platform

Other Software Used

UiPath Enterprise RPA Platform, Visual Studio IDE, Microsoft SQL Server