What is our primary use case?
We are a services company. In terms of how we use UiPath, we handle a lot of the financial processes, including our customer billing, our time tracking, and our time reporting exceptions - such as looking at who has not submitted a timesheet. When this exception happens, there are automatic emails that go out using the RPA, from UiPath.
The whole process from our inventory, which is our asset, is automated. With the asset, which is the time that our people spend on clients, we make sure that we capture what we need to create and send invoices out. The whole collection and AR process, including making sure that we get the money and send reminders to clients, that whole process, is automated - with human intervention, as needed.
How has it helped my organization?
The solution has decreased the processing time of the client's invoices for IT. Just IT. Not the rest of the organization. That said, just there, that’s 600 hours of annual savings in one department. On top of that, we’ve decreased processing time by 90%.
What is most valuable?
The automation cloud offering helps to decrease the solution's total cost of ownership. More than that, it creates agility so companies don't have to worry about delivering the infrastructure team and setting up sellers and all the things that they need to do to get to the stage of actually installing the software and internal security. That all takes time to go through. With the cloud, you avoid all that. You basically create agility for the clients to jump onto automation and not wait for all these things. It can be frustrating sometimes in large companies. That's why we tell clients to avoid all these headaches. With the cloud, you’ll get going very quickly within a matter of a day or so.
RPA is not the only thing we do. We do a lot of ERP, CRM, all of these things. Traditionally, we are a full-service organization for clients and their journey to the cloud. Everything's going to the cloud. There are some organizations that still have on-premise ERPs to migrate from the on-premise to the cloud. When those fundamental applications are going to the cloud, automation is a no-brainer. We would always promote the cloud version over on-premise.
The RPA is the most valuable aspect. The power of machine learning and AI along with the document understanding capability that UiPath has is great.
By implementing that portion of the solution, we get clients to 95% accuracy in reading invoices for processing into the ERP. While running basic automation will continue, the world is moving towards intelligent automation, which is with all the machine learning and AI.
Overall, the solution has saved costs for our clients.
It has reduced human error. Machines can do anything faster, cheaper, and of a higher quality than humans can do. That is just a universal fact. I don't think we have measured the accuracy, however, there's no doubt accuracy has gone up. The client recognizes that the accuracy rate has improved.
We're not talking about removing errors. In some cases, errors may happen. However, when I say we’ve seen a 90% efficiency rate, it doesn’t mean the remaining 10% are bad decisions. We're talking about how it could not read those things. The confidence level is low, and therefore, it's kicked to a human to review. It did what it's supposed to do, which is to flag for human review, which is how processes should happen.
The solution has allowed the employees to focus their time on other higher-value work. That's what we pitch to our clients. We never tell clients that oh, you can lay off people. We do not tell the clients that that's what they should do. Rather, we advise clients that what they can do with automation is free up people's time. That means either freeing up a portion of the time or fully freeing time or completely reassigning a job.
After automation, you may have to reorganize your department. However, with the freed-up time, departments can focus on the most important thing, which is what can they do to create focus on the customer and create an experience for the customer, where the customer feels they want to be connected with your brand.
I have a case where I was talking to the CEO of a big restaurant company. HR, payroll, finance, all those areas that reported to him. He also handles customer experience. I told him about automation and the power of automation and how it will free up people's time. He said, “So what you're telling me is I can free up a portion of my staff so they can focus on all these customer complaints we're receiving?" For him, that is going to be a game-changer.
UiPath has also positively affected the employees themselves. They've become a little bit more satisfied with knowing that they can focus their time on higher-value work. In most cases, initially, there'll be fear for them. They don't know what automation is, and why they're doing it, and what it's going to do to their position in the company. That fear will always be there with humans. That's why leadership needs to focus on change management and communication. Those things become very, very important. Once you do it right, people will actually feel happy. They will no longer have to say "Oh, no, I don't have to stay until six o'clock, seven o'clock every day to finish the SaaS." Now it's much easier. They can focus on the things that they truly enjoy, which has nothing to do with the heads-down work that they do all the time.
We use the solution's AI functionality in our automation program for our clients. For simple processes, you don't need AI. However, the complex process where machines need to mimic the human thought process requires AI. AI is not perfect. It's not a holy grail that is going to solve all problems. That's not the case. We have to be careful. However, if you use it right in the right way, then you can truly solve complex problems.
I’m not sure if the solution's AI functionality enables us to automate more processes overall. It's hard to say. For me, the way I look at technology is that it is not a hammer that's looking for a nail. You have to look at your business needs and then figure out what technology will best fit or solve the problem. It could be simple AI, or, maybe in some cases, you need more advanced AI. I would look at it as what's the right technology for what purpose. That's the way I look at it.
We do use UiPath’s Academy. We have several people that we've pushed through training and certifications through the academy. It’s helped get those employees up to speed on the solution.
Also for us, as we are a services company, that gives us a stamp of quality seal in order to market our services better as we are certified and qualified.
What needs improvement?
UiPath continues investment in machine learning and AI. That's one thing they have to do. The fundamental thing UiPath needs to understand is the competition, the market, is not Automation Anywhere or Blue Prism. Rather, big competition is coming from Microsoft.
It's around the corner and Microsoft is going to come in a big way. I’d advise them of the parallel of Power BI. Power BI three years back was not a good tool. Other tools, like Tableau, were the kings of the BI space. Fast forward three years and today we do a lot of BI for clients. Almost every client of ours is migrating to Power BI, like Power BI's matured to 80% of Tableau, and that's good enough for them. On top of that, Microsoft was throwing free licenses to their customers. When you do that, versus buying $2,000 a pop or $1,500 a pop from Tableau, users line up behind the free tool to reduce their costs. Microsoft is doing that with Power Automate now. I just talked to a client, a big client, a $10 billion company, where they were at Blue Prism. They just told me that Microsoft just gave them 70 free licenses. Now, they are forced to bring Microsoft Power Automate into their RPA strategy even though before, they were not considering that.
UiPath should take several steps forward to be prepared for this competition and create differentiation with capabilities that Microsoft does not have. The innovation within UiPath is going to be very, very crucial. However, the most important thing is to clear the differentiation in the messaging. That's very, very important. They should be ready and arm their partners with information about why UiPath and not Power Automate.
I've been around the industry for 35 years, and I've seen lots of incumbents getting blown away in various technologies at various times. The big power comes down hard. UiPath has got to be ultra nimble to not get crushed.
For how long have I used the solution?
We started working with UiPath in 2018. We partnered with UiPath in late 2018. It's been about a three-year journey so far.
What do I think about the stability of the solution?
In terms of stability, I've not heard anything bad at my level. That means no bad news is good news.
What do I think about the scalability of the solution?
We do plan to scale beyond the client's IT department and to the rest of the organization. When they scale it up to the rest of the organization, and this organization operates in 25 countries, they have over $190 billion in assets in these countries that we can add efficiencies to. The scale of efficiency that we will get with what we did will be huge. That’s the next step is to roll it out to the rest of the organization.
General scalability is an issue when it comes to processing large data sets. However, with the right creativity, you can solve those things due to the fact that you can have the right infrastructure to catalyze or do whatever you have to do to create scalability. We are used to doing that. We deal with ERPs and we create architecture and design the environment in such a way that it can scale. That said, you need to know how to do that.
How are customer service and support?
Technical support is very good. We're very pleased with that. When we ran into problems with a client, with the document understanding, initially the success rate was not very high. Then we had to reach out to the support and they actually jumped in and assisted us and told us what we needed to do. Once we did that, then things took off and we got to 90% accuracy. Initially, it was only 50%. Therefore, for us, it's been good.
Which solution did I use previously and why did I switch?
We did not previously use a different RPA solution.
We did partner with Automation Anywhere,, however, ultimately, we didn't do anything with them.
How was the initial setup?
The initial setup is straightforward.
We're a consulting company, and we work with several clients. For some deployments, we were able to do the first deployment in 30 days. With other clients, it took about three months or four months, depending on the use case or the initial use cases that they picked.
Different companies operate differently. I always advise clients that they need to pick simple use cases and deploy them first before they go into complex stuff. Sometimes clients make the mistake of picking their most complex use case and say, "Oh, let's try that." No, that's not a good way. It's not a good way to embark on a journey that's long-term.
You've got to think big, start small, and be agile. If you get a complex use case at the beginning, you lose agility.
Which other solutions did I evaluate?
We looked at Blue Prism, Automation Anywhere, and UiPath. The momentum was with UiPath. I knew where the momentum was and how we needed to align ourselves. That's why we did UiPath.
We looked at where the market demand is. For example, Blue Prism. We knew that Blue Prism is a lot more IT-centric, IT heavy, programmer heavy, which defeats the whole purpose of self-service automation. It's never going to succeed in the marketplace today as we promote self-service for everything.
That's why we didn't want to waste our time with Blue Prism. UiPath obviously has the community edition, which was brilliant. Basically, they saw a gap in the market. That's a parallel to what we do, for example, in Vtech space. Also, for example, Tableau is a good tool. So many people love Tableau. They've used Tableau. You had the established players in BI space like MicroStrategy and Oracle OBIEE, however, they were very IT-centric and Tableau came in and beat them. They sold out into the business and you could download, pay $2000 and download a license and start creating your dashboards. I was glad that UiPath took a similar approach by creating a community edition, and then letting end-users download and then play with it.
What other advice do I have?
We basically help clients think through their RPA strategy, their automation strategy and figure out what the right technology would be. We are a reseller. If it makes sense, we'll resell and we'll advise clients regarding UiPath for their RPA journey. We also use the solution ourselves. We have automated certain things, certain processes within the company. That becomes a practice round and a learning ground for our people so that when we go to clients, we can take some of these ideas and do to the clients as well as reaping the right expertise.
I'm not sure if we are using the UiPath apps feature or the applications feature. In my role, I just lay the strategy and the team executes it.
A lot of times things stall. In company setups we see a lot of cases where they did a few automations, a few bots, and then things stalled. That's a problem in the industry and the way to solve that and truly embrace the art of the possible is with automation. To get there, you need to execute across senior leadership. Without that education, they just don't put their weight on their departments to do the journey. Education is one thing that is very important. They understand the art of the possible.
Another important aspect at the outset is having RPA as a corporate strategy. Pushing to make it a corporate strategy is really going to help. That way, you can stall it for some time, however, eventually, it will have to get done. Otherwise, they are left behind when your competitors take advantage of the agility. There needs to be a center of excellence and companies need to develop internal capabilities. If they don't have capabilities, then they fear not knowing how to handle something. Those are common problems. And those need to be overcome.
I'd rate the solution at a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner and Reseller