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ProcessMaker Finance and Insurance Reviews & Insights

Score9 out of 10

15 Reviews and Ratings

Community insights

TrustRadius Insights for ProcessMaker are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Clean and Easy User Interface: Users have praised the clean and easy-to-understand user interface of the product. Several reviewers stated that it is not overwhelming and provides a smooth experience from the moment you log in.

Drag and Drop Workflow Maker: The drag and drop interface of the workflow maker was highly appreciated by users. Many reviewers mentioned that it allows for easy visualization and implementation of desired elements on the screen, making the process design easier compared to other programs tested.

Easy Accessible for Anyone: Reviewers highlighted that this program is easy to access for anyone, emphasizing its ease of understanding. Some users felt confident using this product as they believed that almost anyone can learn to use it quickly and efficiently, even if there might be some complications along the way.

ProcessMaker Reviews

4 Reviews
Finance and InsuranceBanking2Insurance1Investment Management1

ProcessMaker An excellent tool for process automation

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

We use ProcessMaker within our organization in many different ways. We use it for creating forms, executing and managing processes through platform's interface, reporting and improving processes based on data and performance and designing and automating business process using its Business Process Model and Notation (BPMN) modeler.

Pros

  • Form creation
  • Integrations
  • Reporting

Cons

  • Automate production releases
  • Fix the performance issues with big processes
  • Simplify the user interface

Likelihood to Recommend

Some areas where ProcessMaker is well suited for us is centralized form submission, integrations with other systems, task automation and creating audit trails. Some areas where less appropriate for us is if you need to run a big process or multiple big processes, that will be an issue due to performance reasons. Also the documentation management and searching capabilities is not good if that would be a need.
Vetted Review
ProcessMaker
2 years of experience

ProcessMaker is really a key-leverage to make our business grow.

Rating: 9 out of 10

Use Cases and Deployment Scope

We use ProcessMaker to diagram, organize, document and track/monitor the real flow of our customer services-related processes. The main and most important problem that the tool addresses is, in our opinion, our need to monitor internal processes, measure performers' efficiency and assess customer quality. Likewise, it's been critical to help us turn our processes into a graphical and straightforward guidance on how to better perform a task for our teams.

Pros

  • Metrics, dashboards, and KPIs provide managers with the right indicators to measure efficiency.
  • Design: extremely easy to draw BPMN 2.0-based processes.
  • Real-time process track: The status of any task can be monitored at any time.

Cons

  • User's menu: not straightforward, main features difficult to find.
  • Coding requirements: several important and valuable features require complicated coding.

Likelihood to Recommend

ProcessMaker is:
  • Suitable for customer-oriented businesses processes.
  • Convenient for firms with the need to track teams' performance with tailored indicators.
  • Not adequate for simple processes which require only modeling and graphic design.

Robust product for task mining could do with some updates to the dashboarding features

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We are currently using the Task Mining component from ProcessMaker to evaluate our business processes and identify inefficiencies, opportunities for streamlining the process and to implement automation. We look at processes which have a very significant number of manual process steps which involve activities outside of our core system landscape, or when there are many different applications involved.

Pros

  • Connecting activities across applications which are not part of the core landscape (e.g. Excel, MS Teams)
  • Being able to identify activities being performed such as typing into a form, reading content on pages, or navigating between pages in an application.
  • Identify copy / paste events, including the source system / application being copied from and the target.

Cons

  • The maturity of the Task Mining dashboard is quite low
  • The process for managing the invitation tokens to a team is quite challenging
  • The knowledge curve for configuring, especially with moderately complex system landscapes, is very steep.

Likelihood to Recommend

The task mining component is well suited for processes where there are a lot of steps performed in a variety of systems, particularly by a single individual on a team. It also requires a robust activity ID to be able to track an activity. It is not well suited when trying to track a process where the content is in an email.
Vetted Review
ProcessMaker
1 year of experience

The product has potential

Rating: 4 out of 10
Incentivized

Use Cases and Deployment Scope

We use ProcessMaker for deal closings. The product serves as a checklist.

Pros

  • Customizable
  • Intuitive

Cons

  • Frequent errors and unsatisfactory fixes
  • Missing functionalities
  • Messy interface

Likelihood to Recommend

ProcessMaker is well suited for simple deals, but not flexible to account for "exceptions" or "unique" scenarios that appear on a deal-by-deal basis.
Vetted Review
ProcessMaker
1 year of experience