AdvancedPM, by AdvancedMD vs. Workato

AdvancedMD is appropriate for businesses that desire carte blanche access to the data contained in their entity's database. This is a great system for companies that are data/analytics driven. Unfortunately, the main drawback of the system (inability to accurately track deposit dates of payments) is a CRUCIAL FLAW. If a business is interested in a SIMPLE monthly reconciliation to their bank account, you will struggle with AdvancedMD.

Incentivized

Well Suited

• Business Process Work Flows, File Management, Small/Medium # of Records Queried (<~1000)
• Closing a sales deal in system one kicks off work flows in system two for implementation
• Notification of key events in system one via text, outlook event, etc
• While I note management of two-way integrations needs improvement, it is a strength of Workato and easier to set up here than in any other tool.
• Support for connectors business processes require (Docusign, Dropbox, Outlook, Quick Base, Salesforce, etc)

Needs Improvement -

• Management of two-way integrations. It's often a bit of a struggle to create the appropriate fields in both systems to ensure redundant jobs are not run nor infinite loops created. That said, Workato does provide some documentation to counter this.
• Working with Large Data Sets (1000+)

Incentivized

• Detailed Aging reports very easy to follow and helpful in our business.
• Navigation around appointment scheduler is excellent.
• Creating custom templates with AMD convenient.
• Best part--when system is slow, I can instantly send feedback on it, and see results soon!

Incentivized

• Workato is very easy to pick up and use. You'll be creating complex recipes within days. The UI, workflow, formulas, and other features are very intuitive.
• Workato is very powerful. The native connectors it has to hundreds of software already, allows users to make substantial automation and integrations, but the HTTP connector makes it seem like it has no boundaries. If you are using software that isn't a native Workato connector but it has an API, you can use their HTTP connector to make calls to and from.
• Workato is always making improvements to its platform. This includes adding more connectors, more features, updating current connectors to be more powerful, or expanding on other tools it offers.

• Just recently we had an incident in which none of our employees could access the training.advancemd.com training materials. After extensive trouble shooting it was determined the issue was not with the local network, PC configuration, or firewalling. The AdvanceMD support personnel were not empowered to escalate this case as it should have been. Ultimately a correction in the server configuration for the training materials cleared up the issue, but not with assistance from Tier 1 support personnel.
• Integration with the scanners can be problematic and has been a headache. Even with the Fujitsu scanners, the best in the business, we had challenges and found that some of the Tier 1 support staff were not trained or did not have access to the necessary documentation to fix the issue. The issues were eventually resolved but not without time lost in the process.

Incentivized

• Customization has a bit of a learning curve associated with it. Be prepared to expand your programming knowledge for any deep customization, however having the option to customize is critical
• Online training material is out there, but can be a bit cumbersome to read through and retain. More straight-forward online training material would help 10 fold

We need to develop Enterprise Application Integrations and Workato was not designed for this

Overall, I think ADP AdvancedMD is very user friendly and constantly improves as new releases come out.

Incentivized

Due to prebuilt recipes, Workato is easy to learn and use for non-technical users if their use case fits the existing recipes. It is not easy for non-technical users to create, modify, debug or maintain complex integrations that are outside the prebuilt recipes.

I've only reached out a couple of times and after being bounced around a few times I simply asked for our internal team to look into the particular question I had. I believe they had some turnover at the time but my experience wasn't great.

Incentivized

They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together

Incentivized

I have been through implementation of ADP AdvancedMD at other companies and it went smoothly

Incentivized

We discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.

The only benefit (which ended up being false for us) was the price point. By theory, it is capable of quite a lot, but sadly we never got that far to even be able to try it. We are just paying for a system we are 100% unable to utilize. We ended up staying with our current EHR and will reevaluate it down the road. Definitely will never seek AdvancedMD again.

We found Workato to be easier to use, more powerful and more robust than other solutions we tested at the time. It simply does the trick and allowed us to implement all that we needed in all the precise details we needed. It gave us all the power, flexibility and autonomy we needed without bogging us down with unjustified complexity. Workato came through for us and that's why we keep using it after three intense years.

• The automated connection to our EHR has greatly improved our analytic capabilities.
• Intuitive and efficient interfaces allows us to get new staff up to speed quickly.

Incentivized

• Workato is an unusual type of software in that it’s very much middle-wear, which means it’s extra important for stake holders in your company (especially those who won’t be interacting with Workato on a daily basis) to see the ROI that Workato can provide. Typically ROI is in developer time, as well as replacements for other SaaS tools. For our team, we move 2X as fast and need 1/2 the developers, so the ROI is just incredible.