Our use case is mainly for PDF automation for invoicing. Specific data from the invoice needs to be gathered, entered into, and compared within the SAP application we use. We face challenges as the formats of the invoices change and can range in length from a single page to up to 100 pages.
We've integrated a tool called ABBYY FlexiCapture and ABBYY will help format and be used as the source of input for the UiPath bot. This bot in turn will process each and every necessary customer detail to the SAP application. If everything is correct, and the data meets the parameters, an email will be sent to the customer, attaching the necessary invoice. If there's an exception, we'll be able to look at that too.
There are some other sets of use cases as well, which include SAP or Hyperautomation. However, we also do generic workflows where we have data from multiple domains and will need to build our XML output. The XML output will contain a lot of data (such as the date, time or name of the customer) which will keep changing and is not fixed. I built a bot using UiPath that I host on Orchestrator which can monitor this data.
Another use case is placing job descriptions into an analyzing tool to search for keywords. Depending on the sort of description which we have pasted in, it will throw out a certain set of outputs, such as if the word is feminine, masculine, how many details it contains, how long it's going to take to complete the description, et cetera. This part has been done using an API key, and therefore it's not a normal cut and paste job.
There are a lot of processes that are, even today, done manually. I can take a simple process in, for example, ServiceNow, where issues are made into tickets and put into queues. Previously, a person would have to pick up the ticket and then assign it to a variety of people, but first, before even doing that, they would have to check in on those team members and figure out who had the most or least workload to be able to address the ticket.
This process is automated now. There's no human intervention in assigning tickets. The bot will monitor the queue and when a person raises a ticket and can monitor which person is working on which ticket number, and who should get the next ticket. The turnaround tie has been reduced by a lot and is also saving us costs when you look at it in relation to the entire project as a whole.
The most valuable feature is the API.
It's really compatible with other solutions and it got integrated when I was working with ABBYY. There is no dependency. I just need to trigger my bot and that's it. I didn't need to go and separately trigger to work on every part of it. It is really good when we talk about the integration of UiPath with any other tools.
I am currently working through the documentation to help with understanding the solution and it is really great.
From a studio perspective, I really like the feature of debugging.
It’s making automation really feasible and ensures that it takes less time.
The ease of building automation using UiPathis great, even if a person doesn’t have a development background. Just by going to the UiPath Academy and doing the basic certification, any user can start to understand the process and begin automating.
In my first organization, there were two or three developers including me, and our challenge was that we had a lot of projects. We had certain process analysts that would run on different sets of processes. We were able to train them and make sure that they understood the processes and could start developing. We saw a lot of progress in them, and, due to the fact that the tool was really easy to use and didn’t require a lot of coding, they were able to do a lot just by drag and drop functionality.
UiPath enabled us to implement end-to-end automation, starting with process analysis, then robot building, and finally monitoring automation. It really supports the end-to-end deployment of any project or any task and makes it very easy.
The Automation Cloud has helped decrease time to value. If there was no Automation Cloud, we would need to run the bot from the studio all of the time, or we would need to create an upgraded file and trigger it via a third-party application, like VBScript or something like that. It has reduced a lot of time. It also makes deployment really easy. For example, if I am working in a development environment, I publish to the cloud, it will start reflecting in the Orchestrator and I just need to push the package. From the Orchestrator itself, I can trigger that particular package to any other machine. That makes life a lot easier - just publishing the package and testing in any other system and understanding how the UAT is going.
The deployment in production is really easy. I have tested Orchestrator and production Orchestrator and I just need to copy the package from the studio and download the package and push it back to the Studio or Orchestrator production, and the work is done. I don't need to manually copy and paste the packages again and again.
Automation Cloud, in a way, helps decrease UiPath's total cost of ownership by taking care of things such as infrastructure, maintenance, and updates. There’s no need, for example, to host on different servers or a defined cloud. It has definitely reduced a lot of costs due to the fact that, instead of going for a different set of applications for a different set of projects, now we are relying on UiPath for most of our work. Whether it’s invoicing, finance, or an HR process, we can rely on UiPath to automate a particular process instead of going back and forth across multiple tools.
Automation Cloud allows us to also effectively scale up automation. It is very easy to monitor any process which is running correctly, and, with automation, you don't need to have any separate application downloaded into your system. It is just an URL. You just need to have a URL and you just need to enter the URL and you can monitor from any system and easily understand how the process is performing.
On top of that, with Automation Cloud, suppose you have 10 licenses. You can see how many licenses have been consumed by how many processes and what the outcome of the processes was.
Moreover, you can integrate your cloud with other tools and create a dashboard. With a UiPath dashboard you can see, for example, the percentage of success rates, the failure rate, and how many processes have been successfully done or what quality. From the management side, we don't need to go to the logs and check what has run. We can directly look into a dashboard and we'll come to understand how many processes are running successfully and what are the outcomes, and how many licenses have been consumed.
It is important that we can scale automation without having to pay attention to infrastructure. I’d rate the level of importance at an 8.5 out of ten. It is helping a lot.
When we talk about automating a web application or we need to work on a different set of applications, we used to get integrations and we needed to have, for example, a PowerShell scripting application license. Now everything is being replaced by UiPath, or most of it is. It does not require you to have a license for a different set of tools all the time. If you have UiPath it is easy to integrate with any third-party tool and it is easy to automate a web application or desktop application or even code. If I know the coding, I can just do coding right in UiPath itself. Instead of going for multiple tools, for multiple projects, it's just a single tool for multiple projects.
We can use the infrastructure and we can also host it. Suppose there are two users who are accessing the same VM over a different time zone. They can rely on the same VM and they can use the same UiPath tool and do not necessarily need to have a separate licensing for it.
UiPath has helped minimize our on-premise footprint. Mostly now, everything is on the cloud instead of on-premise and it is making life easy. For example, suppose a person who is working on-premise, if he logs out, then the other person can log in and cross-verify the work he has done. With the cloud, now the transfer of files is easy. If a person falls sick or something happens that he's unable to make it then the other person who has a login or credentials with him can just directly go in and start working. If a code is being published in the cloud, we can just copy or download the code and cross-verify how it's working.
We do use attended automation. We use it relatively less compared to unattended. However, in certain cases, where the project is too critical and we do need to run all the time, it’s nice to have that option. Attended automation helps scale RPA and benefits our organization by automating specific processes that require human, robot collaboration. There are certain processes where you can't automate end-to-end. We have to rely on a human being occasionally, and it’s nice to have automation we can collaborate on. At the same time, we do largely take advantage of automatons where no human intervention is required.
We use UiPath AI functionality, although not much is being used in any of the projects which I have worked on. I’m just looking forward to it, as I am currently working on documentation understanding before diving in.
UiPath speeds up the cost of digital transformation and has also reduced costs. I started with Blue Prism and then I got my hands on UiPath. Now, I can see the transformation which is happening and I can see the comfort which we have with the tool. I can also see how it’s a lot easier to deploy the tools.
The solution has helped our company reduce human error by a significant amount. For example, when I automated the complete process and I put everything in GPL step by step and automated using UiPath, the best thing that happened is that there was one invoice that got stuck and I could see that the bot didn't process it. The bot has sworn an exception stating that there is a certain set of values that a bot should not process, if it is not matching, the quality is not matching, then the bot cannot process it. When the customer logged into the particular invoice and they saw that, okay, the value which is being mentioned in the invoice is below the threshold critical value. For the first time in over a period of 13 or 14 years, they came across a particular invoice that got stuck with this particular amount, which was below the threshold level. The bot captured something that needed to be dealt with, and the client was so happy it was caught as it saved the company a lot of money - around $1 billion. After catching that threshold, they have monitored all the invoices for the past 13 or 14 years and they came across a lot of differences. It has played a major role in saving a lot of money.
UiPath has freed up employee time. The faster you deploy, the better. We look at months instead of weeks when calculating time. If a ticket, end-to-end, takes 24 hours to resolve, for example, with automation, we’ve managed to reduce that time down to seven to ten hours. It will keep following up and sending emails until there is a resolution, and those reminders are quite helpful in moving the process forward. It’s definitely allowed employees to focus on more important tasks and there’s less time spent on follow-up.
In terms of employee satisfaction, when we are developing something and we have a proper outcome, it makes life easier.
The product has reduced the cost of our automation operations. Not for all the processes, however. If the process is really simple, just like 10 pages or 20 sequences or 10 activities, then the cost is high for a particular license, for a particular process. That said, when you talk about the complex process, where the process takes 48 hours or 90 hours to process a particular activity manually versus what the bot can do in just five to ten minutes, it impacts the cost. Now, a single bot is taking care of that and there is only one person instead of many who monitor the process. Likely, it has reduced costs a lot, roughly 50 or up to 70%. Overall UiPath has saved costs for our organization. Processes that needed five people can now run with just one or two running things with a bot.
When the Orchestrator got upgraded and UiPath didn't get upgraded, we started getting errors regarding the managed packages, the packages were not getting upgraded. There are little things like that where we’ve had trouble. We have just made sure that if the company is upgrading and they have a license to upgrade Orchestrator and the Studio, they do it simultaneously instead of waiting for a week or two weeks or one month. If they have upgraded the Orchestrator, and they have not upgraded the studio, it will impact the developers.
In terms of the upgrading of the on-premise orchestrator, there are organizations that are upgrading their developing environment but they're not upgrading the production environment. Therefore, now, when the bot or the particular package will move from a higher-end environment to lower activities, it is not working well and it needs to get downgraded.
While delivering or providing the license, we need to explain to clients that this particular product, if you are working on a development and production environment, they have to keep them on the same packages or they have to keep your production higher, so that if they move the packages, it won't impact anything.
The initial setup is pretty straightforward. It's not too complex.
We have a server we implemented the solution on. We installed the certificate to have the application installed with the Orchestrator URL.
The deployment took around two days of full-time work for us. There were multiple servers involved.
The implementation strategy was very simple. We got onto a call with the UiPath team and they had a lot of data with them, including all of the details regarding the applications. We wanted our certificates to get installed and we had our internal team involved as well. Between the two teams, it was working properly and it got installed in less than the expected amount of time.
We have a team of 25 to 30 people that can handle deployment and maintenance. Maintenance would be, for example, if you have certain packages missing, someone would have to deal with that. Or if something wasn't working as required. Another example of maintenance might be if we are accessing multiple applications, or if we are accessing SAP, and there were tools that the bot accessed, the maintenance team would need to go and check the particular environment on which the bot is going to get deployed.
I am just an end-user of the product.
I'm not sure if the version we are on now is the latest. It likely isn't. We are in StudioPro currently.
I'm not sure about the infrastructure side of things, in relation to the cloud, as I'm more on the side of developing and deploying the project. We have an internal team that looks into cloud deployment and other stuff. While we were working on and purchasing the license from UiPath, the very first instance, then definitely the team got integrated with the UiPath team, however, after that, the internal team is capable of handling the end-to-end part of it.
We don't use UiPath as a SaaS solution and we do not yet use UiPath apps.
In the process of UiPath, speeding up and reducing the cost of digital transformation, I have never required expensive or complex application upgrades or IT application support, however, we have a different set of teams that work on the licensing part and the management side of it. They likely worked with UiPath to get their issues resolved. I do not have much knowledge regarding this.
A person who's starting on UiPath can also up-skill himself with the tool as well as it is easy to learn.
The best part about UiPath is that they provide a trial version. Any organization or any individual or any business looking for automation solutions can give it a try. There are a lot of things which you can explore and you have a lot of integration. If we have a module that is already running, which has been designed in almost any language, you can just integrate that in UiPath and keep that running.
It is reducing a lot of dependencies on other tools and it's making sure that our lives get easier from the deployment and monitoring perspective. From the licensing and the cost perspective, there are a lot of items that are really helpful. In terms of integration with third-party tools, they have a lot of packages which are available on the internet. You can download the packages and integrate it with any other tool. It really makes UiPath a better solution for organizations compared to any other tool.
The biggest lesson I have learned from UiPath is that if a single step of the solution is not working, you have to keep trying. There are other ways of doing things. You have options. There are a lot of ways by which a user can understand and explore.
I'd rate the solution at a nine out of ten.