Kofax TotalAgility Report
Kofax TotalAgility Report
Reviews, Tips
and Advice from
Real Users
February 2024
Kofax TotalAgility
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2
Kofax TotalAgility
Contents
Overview 7-9
© 2024 PeerSpot
3
Kofax TotalAgility
Kofax TotalAgility
PROS
"Kofax TotalAgility is a single package." "They provide you with OCR capabilities, BPM capabilities, and case manager
features." [Full Review]
Dheeraj Sah
"Kofax TotalAgility is a great design tool for reading handwritten invoices." [Full Review]
Brijesh
Bajpai
"One feature I like is that it makes the matrix easy for an unstructured document." [Full Review]
Shiwali
Shukla
"It's not so complex to design what you need to." [Full Review]
Arun Javgal
"Essentially, Kofax TotalAgility as a whole is quite nice." "As of now, we've only been able to use and explore its document
classification and extraction capabilities." "We haven't explored and used the case management capability yet, but the scan
and capture capabilities we've been using heavily and those are quite good." "Our solutions are mainly around those areas of
Verified user Kofax TotalAgility." "We haven't explored the product a lot, but the capabilities we've explored are good." [Full Review]
"Its integration capabilities are valuable." "It has low code/no code features." "You have to do minimal coding." [Full Review]
Verified user
"It's a growing tool that offers a complete package of BPM, case management, and capture capabilities." [Full Review]
Mohit-Jain
© 2024 PeerSpot
4
Kofax TotalAgility
Kofax TotalAgility
CONS
"It’s not truly low code yet, as every two or three projects, you will have a situation where you have to go behind the essential
things." "You will definitely still need to customize." [Full Review]
Dheeraj Sah
"There needs to be more accessible certification and better pricing." [Full Review]
Brijesh
Bajpai
Shiwali
Shukla
"Table line item extraction is not possible through Quick Capture." [Full Review]
Arun Javgal
"Kofax TotalAgility is quite vast and complex as a product." "We came from Kofax Capture and Kofax Transformation, then we
started learning Kofax TotalAgility, so there are a lot of things that were quite straightforward in the Kofax Capture and Kofax
Transformation cross-motion modules, but to do those in Kofax TotalAgility was a bit more complex or quite long-winded and
Verified user could be [Link] the next release of Kofax TotalAgility, it would be good to have a straightforward low-code or no-code
process because there were instances we struggled with h... [Full Review]
"Room for improvement would be better OCR functionality in terms of Arabic OCR." "There should be better accuracy." [Full
Review]
Verified user
"They provide sufficient but not excellent technical support." "Perhaps there is a point where they could use some
improvement." [Full Review]
Mohit-Jain
© 2024 PeerSpot
5
Kofax TotalAgility
Kofax TotalAgility
"The licensing cost for Kofax TotalAgility is very expensive, though I'm unable to give you the range, the sales representatives
of my company say that the product is quite expensive." [Full Review]
Verified user
"It has a perpetual license." "You pay once in a lifetime for the volume of scans you will do and the number of users you will
have." "You can have participants or regular users, and you can have developers and administrators." "So, once you purchase
it, it is for a lifetime, and then every year, you have to pay for the maintenance." "There is an annual maintenance cost, which is
Verified user about 18% of the licensing cost." [Full Review]
Mohit-Jain
Emerson
Santos
"The price of this solution is less than some of the competition." [Full Review]
Anirudh
Vancha
© 2024 PeerSpot
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Kofax TotalAgility
Overview
Kofax TotalAgility is a business process management and collaboration solution that enables users to leverage AI and
automation to create streamlined workflows. Kofax TotalAgility’s cutting-edge intelligent process automation platform stands
out among the many similar products offered by its competitors for a number of reasons. Two major ones are the general
wealth of features that are already built into the product when it is initially deployed and its optical character recognition (OCR)
engine. These are but two of the reasons that Kofax TotalAgility is considered an industry leader in the field of document
intelligence processing technologies.
SAMPLE CUSTOMERS
AETNA, American Express, BNP Paribas, Citi, CommerzBank, Dexia, GoldmanSachs, HSBC, ING, JP Morgan, Raymond James
TOP COMPARISONS
UiPath vs. Kofax TotalAgility … Compared 8% of the time [See comparison]
Camunda vs. Kofax TotalAgility … Compared 5% of the time [See comparison]
Microsoft Power Automate vs. Kofax TotalAgility … Compared 3% of the time [See comparison]
Automation Anywhere (AA) vs. Kofax TotalAgility … Compared 1% of the time [See comparison]
Appian vs. Kofax TotalAgility … Compared 3% of the time [See comparison]
Blue Prism vs. Kofax TotalAgility … Compared 1% of the time [See comparison]
IBM BPM vs. Kofax TotalAgility … Compared 4% of the time [See comparison]
ARIS BPA vs. Kofax TotalAgility … Compared 2% of the time [See comparison]
COMPANY SIZE
1-200 Employees … 15%
201-1000 Employees … 13%
1001+ Employees … 72%
* Data is based on the aggregate profiles of PeerSpot Users reviewing and researching this solution.
7
Kofax TotalAgility
The product is really good, and it is easy to use. It comes with multiple integrations. The solution keeps up with the trend of
Microsoft Copilot and AI. The tool's digital mailroom feature can handle documents from multiple sources. This includes
incorporating documents from scanners, multifunctional devices, email attachments and various importers. Kofax TotalAgility's
Mahmoud OCR capabilities process structured, semi-structured, and unstructured documents. Additionally, it supports both on-demand
Alyabroudi
requests and batch scanning. The main feature I find excep... [Full Review]
Its integration capabilities are valuable. It has low code/no code features. You have to do minimal coding. It is not just a
process designer or a traditional BPM software; it is an intelligent platform that uses robotics, electronic signatures, BPM
process management, case management, and document capture with OCR technologies. It is a platform for automating all the
Verified user manual processes and semi-automatic processes in an organization. [Full Review]
What I find most valuable in Kofax TotalAgility is its OCR feature. I also find its workflow and business process management
capabilities valuable. Kofax TotalAgility also has good integration with other solutions and has an API call feature. [Full Review]
Verified user
This is a great product, a BPM tool with capture facilities. KTA is great with recognition and gives us a high level of confidence
in terms of its extraction capabilities. If we want to connect to any web services, we can get our own WSDLs and connect to
other systems. It's quite easy to convert to a cloud platform. In cases where we need to create our own analytics platforms,
PrashanthR KTA provides some of the analytics. It gives us everything we need to create for our processes. [Full Review]
It is user-friendly and has good documentation. It's good for developing communication and has a lot of the APIs needed for
this purpose. There aren't a lot of software options available from this time period; this is the only one from 2013 that has this
concept of microservices. [Full Review]
Emerson
Santos
Kofax TotalAgility is mostly been about growing as a tool. With every release, it adds new features. It's a growing tool that
offers a complete package of BPM, case management, and capture capabilities. It has those associated capabilities, and it's
also very user-friendly. It is a light version, based on feedback from all customers. It can be used on the browser for both
Mohit-Jain developers and users. As a result, it is a very user-friendly tool in the market with a complete package. There are very few
options with all-in-one capabilities, but individually,... [Full Review]
Kofax TotalAgility could improve the OCR engine. The page OCR engine is not accurate in predicting the data properly. And
also the Trainable document separation methodology is not accurate in classification even with a significant larger data set.
[Full Review]
Anirudh
Vancha
8
Kofax TotalAgility
Room for improvement would be better OCR functionality in terms of Arabic OCR. There should be better accuracy. In addition,
when you design the forms, there should be inbuilt facilities for collaboration, document sharing, and providing feedback and
comments. All those features should be there in the form design. [Full Review]
Verified user
The pricing for Kofax TotalAgility could be more attractive, particularly the cloud version of the solution which was offered to
my company. This is its area for improvement. [Full Review]
Verified user
I'd like to have better inbuilt features so that we could see some added value. We sometimes struggle to get the information
from databases and it can be quite complicated so improvements would be helpful. There should be some feature where the
separation of documents is feasible just by using keywords. The way things work now requires us to build a separate code to
PrashanthR get what we need. There could be more configuration in that regard. [Full Review]
TotalAgility needs to improve communication with ECMs or other file storage systems because TotalAgility does not have file
storage. A good improvement would be to create file storage or integrate with other file storage tools that are currently
available. [Full Review]
Emerson
Santos
Certainly, a major release will include new features that will introduce bugs, which will be addressed with patches. But I don't
think there's any feedback from my experience that this will be a good feature or not. There are no fixed features or anything
else that I can think of that should be included. Every day, new features are added. There is a once-a-year major release. As a
Mohit-Jain result, we are constantly adding new features. [Full Review]
PRICING, SETUP COST AND LICENSING See more Pricing, Setup Cost And Licensing >>
It has a perpetual license. You pay once in a lifetime for the volume of scans you will do and the number of users you will have.
You can have participants or regular users, and you can have developers and administrators. So, once you purchase it, it is for
a lifetime, and then every year, you have to pay for the maintenance. There is an annual maintenance cost, which is about 18%
Verified user of the licensing cost. [Full Review]
I don't have figures on the costs associated with Kofax TotalAgility because that's handled by the Document team. I just tell the
team that I need this volume for this number of users, and the Document team will handle it. [Full Review]
Verified user
The greater the number of licenses reduces the cost per unit. The licensing cost will depend on the use case and elements
such as classification and extraction of documents, scanning and processing. A calculation is made depending on the number
of users. For 10,000 concurrent users in a basic setup, the cost was six cents per page. [Full Review]
PrashanthR
9
Kofax TotalAgility
Helpful automation and useful for complex use cases, but needs a
better transformation designer
Shiwali Shukla
The use case that we are trying to solve using Kofax is the automation of the insurance business. There are around 100 sub-
processes, which require some data extraction and hence the KTA intervention. It's basically an automation project, and KTA
is a leader in this.
The use cases are varying in complexity. Some are very simple, including data extraction from a single-page document and
just passing the data to the VP bot. Some are very complex.
There is an expectation that we can use the solution for extracting data from email content. With emails, they can be replied to
directly from the clients. They can view items and information we seek from the clients. The content becomes unstructured,
and the data extraction becomes difficult; Kofax helps deal with this. There are a lot of use cases for the solution, actually.
One feature I like is that it makes the matrix easy for an unstructured document. I have experience with other tools, and there
is a feature in Kofax wherein you can use your pre-existing data set. That actually helps when we deal with unstructured
content. You can define your own data set, and you can try customizing the content. You can do many kinds of things,
including segregating some text into alerts or for data extraction with client details, addresses, and email replies.
The Transformation Designer of KTA can be made better. There are certain things that you cannot do in the same module.
You have to go to the web designers to tend to certain properties. Everything should be incorporated in one place so that
Transformation Designer, which is a very good tool, can be made more user-friendly.
By deploying packages to a different environment or downloading the package from one environment, you are deploying your
code to another environment. The deployment process is simple. We just need to export it from one place and import it from
another place. Yet the options that you see on the deployment screen and the warning messages that come down are not
very clear.
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They need to keep adding new features. It's an ever-growing market, and you need to maybe look at the other tools to see
what Kofax is lacking. There might be something someone else has that might be useful here. I’m not sure.
They could include some team types called groups and do sections similar to what ABBYY has. It really helps us to solve the
extraction challenges in complex documents. In Kofax, we do have a table, so we need to extract everything in a table. Instead
of having a table, like in Kofax, it would help if it was an area or a field.
I've been working in the IDP domain for around eight years now, and Kofax TotalAgility I have used for around four years.
They have done very good actually in making it stable. In other merchants, I expect a lot of crashes to happen in the
transformation design and that the application will close. However, this solution is stable, and I have not seen any issues so
far. The memory requirement or the CPU requirements are higher, however, if you are using it on a very good machine, it
doesn't lag, and it doesn't crash. Is a very stable product actually. It's been in the market for quite some time, so it's supposed
to be stable at this point.
Scaling is a straightforward process. It's very simple to give access to the users and access itself. It's very simple to expand as
needed.
Right now, we have about 100 users. They are mixed. Ten or 12 will be admins and then the remaining are developers and
business users.
We do get support via another vendor and I have dealt with them. They’ve helped us solve some very complex use cases.
They were very helpful and provided a lot of great information.
We have five professional Kofax support consultants within our own team and they are great.
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Kofax TotalAgility
Positive
A client chose this solution. We also have an internal tool with us for this particular use case, called a WNS internal tool. We
also proposed that the client was already using Kofax TotalAgility in a couple of their engagements. They decided to go with
KTA since they had good experiences with KTA in the past.
The initial setup is a bit complex - more than other OCR tools available in the market. That said, it does offer more features. It
is a trade-off. If you just want to use the OCR capabilities of Kofax, you'll still have to build up processes and do certain things,
which can be easily done on other OCR tools. However, if you're trying to solve a use case where you require your business
process management as well, maybe interacting with a human and sending them emails, then Kofax is the best option, as it
does give you all those options.
The deployment time depends on what kind of deployment you are doing. If it is just a big bug fix and you are simply sending
some components to the other environment, it'll not take more than two or three minutes. However, if it is a whole new project
that you're deploying, for example, your classification group extraction, or your associated training, it can take up to 15 to 20
minutes. That’s due to the fact that, in the other environment, it'll try to import all the items, calculate all the items, and try to
match if there are any conflicts. Therefore, it does take time. I have seen it taking up to half an hour in some of cases when the
deployment package is very big. For example, if the deployment package was around 500 MB, it will take that much time.
We have a vendor that helps us with implementation and migrations and they are very good. We do handle implementations
for our clients, however.
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Kofax TotalAgility
The license is not based on users; it is on volume. A yearly license is not required. However, you will have limited pages per
volume per year. You have, for example, a license that allows you to use one million pages in a year, and if you exhaust all
those one million pages, you will need to obtain and purchase an additional top-up on the license.
If you are using it for the very first time, you will have to undergo Kofax training. Otherwise, you will struggle with the tool.
There are a lot of components. It's a very big universe. Therefore, if you don't do their training properly and if you use it, while
the ease of use is fine, you might not understand what competencies are there. Therefore, get yourself well-versed with KTA
terminology and modules. It’s a pretty quick learning curve.
Public Cloud
IF PUBLIC CLOUD, PRIVATE CLOUD, OR HYBRID CLOUD, WHICH CLOUD PROVIDER DO YOU USE?
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Kofax TotalAgility
Mohit-Jain
Kofax TotalAgility is mostly been about growing as a tool. With every release, it adds new features. It's a growing tool that
offers a complete package of BPM, case management, and capture capabilities.
It has those associated capabilities, and it's also very user-friendly. It is a light version, based on feedback from all customers.
It can be used on the browser for both developers and users. As a result, it is a very user-friendly tool in the market with a
complete package.
There are very few options with all-in-one capabilities, but individually, there are several options available, such as case
management tools on the market. And we capture capabilities.
There are a lot of tools available in the market, but as a whole package, there are not many.
Certainly, a major release will include new features that will introduce bugs, which will be addressed with patches. But I don't
think there's any feedback from my experience that this will be a good feature or not.
There are no fixed features or anything else that I can think of that should be included. Every day, new features are added.
There is a once-a-year major release. As a result, we are constantly adding new features.
I have been working with Kofax TotalAgility for almost eight years.
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Kofax TotalAgility
Kofax TotalAgility is very stable. That is what I mean when I say that the cloud one is also very stable and the on-premises one
is also stable. New feature thread and new release. For each major release, they have a major release and a new feature
added, and once a new feature is added. There will almost certainly be some bugs around it. They keep repairing it. However,
the tool's basic functionality, or what is expected of it, is very stable.
When you move the application to the cloud, it becomes scalable. It is scalable on-premises as well, but the cloud adds
flexibility to scale.
Current customers. I'm not sure because I don't oversee production, I don't know how many users are currently present, but
from previous organizations. It used to be used by a couple of thousand users and 350 concurrent users of the license we
had; I'm not sure about the current organization, but I've been here since I arrived. I'm not in charge of production, so I don't
have that knowledge.
They provide sufficient but not excellent technical support. Perhaps there is a point where they could use some improvement.
They keep asking me questions. I should mention that once we open a case, they keep coming back with a lot of questions,
all of which have been answered. Maybe it's just my perception of how they work, but I believe they could be more proactive
and supportive. They are currently supportive; as I previously stated, they are good but not excellent. There could be
improvements.
It is currently on-premises, but the team intends to migrate to a private cloud. I was in various environments. It's currently on-
premises because we will change to a private cloud, but I've also worked where it was previously on-premises. I've also
worked on solutions that use private clouds.
The initial setup can be simple or complex. It depends on who is doing it and how much experience they have with the tool.
While the internal workings of the tool are a little complex for a new beginner, there are multiple options. Start with the basics.
You have automatic mode and manual mode. You can manually run all of the installation queries. There are different modes,
but they range from a completely blank installation to a basic setup that is simple to install, much like an EXE install if you have
the data set checked.
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On-premises installation was relatively simple and took about a week, including installation verification, port opening, and
spinning up the infrastructure, but there were a few challenges when we moved it to the cloud. Maybe a couple of them took
the initials because it was our first time. It took a couple of months to set up the cloud environment, especially moving on-
premises application data from on-premises to the cloud.
I am not sure what the exact price of the Kofax is, but it is on the higher end.
My suggestion is to evaluate based on their needs, such as whether they require a complete end-to-end solution in one tool
for case management and capability, processing OCR on documents, and approval processes. It's all BPM case management
and capture in one, and it's a good tool for them to use.
I would rate Kofax TotalAgility a nine out of ten. It's not perfect. I wouldn't give it a 10, but it is a really good tool for use cases
and also a tool, especially for banks and financial organizations. Most banks prefer the tools provided by Kofax, which is why I
rated it a nine.
On-premises
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Kofax TotalAgility
Hi Everyone, What do you like most about Kofax TotalAgility? Thanks for sharing your thoughts with the
community!
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17
Kofax TotalAgility
What is your experience regarding pricing and costs for Kofax TotalAgility?
Hi, We all know it's really hard to get good pricing and cost information. Please share what you can so you can
help your peers.
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18
Kofax TotalAgility
Please share with the community what you think needs improvement with Kofax TotalAgility. What are its
weaknesses? What would you like to see changed in a future version?
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19
Kofax TotalAgility
How do you or your organization use this solution? Please share with us so that your peers can learn from your
experiences. Thank you!
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20
Kofax TotalAgility
If you were talking to someone whose organization is considering Kofax TotalAgility, what would you say? How
would you rate it and why? Any other tips or advice?
© 2024 PeerSpot
Kofax TotalAgility
21
Top Intelligent Document Processing (IDP) Vendors
Over professionals have used PeerSpot research. Here are the top vendors based on product reviews, ratings, and comparisons. All
reviews and ratings are from real users, validated by our triple authentication process.
Chart Key
Number of views Number of times compared Total number of reviews on Average words per review Average rating based on
to another product PeerSpot on PeerSpot reviews
Bar length
The total ranking of a product in a category, represented by the bar length, is based on a weighted aggregate score. The score is calculated
using the following factors:
ul>
li>Comparisons Views: the product with the highest number of comparisons with other products-in-the-category gets a
maximum of 25 points. Every other product gets assigned points based on its total in proportion to the #1 product
in that ranking factor. For example, if a product has 80% of the number of comparison views compared to the
product with the most reviews then the product's points for reviews would be 25 * 80%./li>
li>Views: We calculate the number of Views based on the percentage of category comparisons out of the total comparisons of the
product./li>
ul>
li>For example, if a product has 100 Comparisons with other products in the category and a total of 1,000 Comparisons,
the product will be assigned 10% of the total number of Views. If the product has a total of 2,000 Views,
it will be assigned 200 Views for this ranking factor./li>
li>The product with the highest number of views gets a maximum of 25 points.
Every other product gets assigned points based on its total in proportion to the #1 product in that ranking factor./li>
li>For example, if a product has 100 Comparisons with other products in the category and a total of 1,000 Comparisons,
the product will be assigned 10% of the total number of Views. If the product has a total of 2,000 Views,
it will be assigned 200 Views for this ranking factor./li>
/ul>
li>Reviews: the product with the highest number of reviews gets a maximum of 15 points. Every other product gets assigned points
based on its total in proportion to the #1 product in that ranking factor. For example, if a product has 80% of the number of
reviews compared to the product with the most reviews then the product's points for reviews would be 15 * 80%./li>
li>Rating: the maximum score is 25 points awarded linearly between 6-10/li>
ul>
li>e.g. 6 or below=0 points; 7.5=7.5 points; 9.0=18 points; 10=25 points./li>
/ul>
li>Words/Review: the maximum score is 10 points awarded linearly between 0-900 words/li>
ul>
li>e.g. 600 words = 4 points; 750 words = 7 points; 900 or more words = 10 points./li>
li>If a product has fewer than ten reviews, the point contribution for Rating and Words/Review is reduced: 1/3 reduction in points
for products with 5-9 reviews, two-thirds reduction for products with fewer than five reviews./li>
/ul>
/ul>
Reviews that are more than 24 months old, as well as those written by resellers, are completely excluded from the ranking algorithm.
All products with 50+ points are designated as a Leader in their category.
Rankings for June 2023 and earlier used our previous ranking methodology. Learn more here.
1 ABBYY Vantage
4,287 views 2,693 comparisons 20 reviews 501 words/review 7.8 average rating
2 IQ Bot
7,158 views 690 comparisons 24 reviews 507 words/review 7.5 average rating
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3 UiPath Document Understanding
22
Kofax TotalAgility
4 Kofax TotalAgility
1,645 views 817 comparisons 14 reviews 792 words/review 8.2 average rating
5 WorkFusion
630 views 250 comparisons 14 reviews 1,519 words/review 8.0 average rating
6 IBM Datacap
1,488 views 619 comparisons 15 reviews 715 words/review 7.2 average rating
7 HyperScience
2,228 views 1,009 comparisons 6 reviews 682 words/review 7.7 average rating
2,245 views 988 comparisons 4 reviews 440 words/review 8.3 average rating
9 AntWorks CMR+
368 views 171 comparisons 1 reviews 1,294 words/review 8.0 average rating
10 Datamatics TruCap+
© 2024 PeerSpot
23
Kofax TotalAgility
VIEWS
1 IQ Bot 7,158
4 HyperScience 2,228
Reviews
REVIEWS
2 IQ Bot 24
3 ABBYY Vantage 20
4 IBM Datacap 15
5 Kofax TotalAgility 14
Words / Review
WORDS /
REVIEW
1 WorkFusion 1,519
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Kofax TotalAgility
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