What is our primary use case?
Currently, we're doing digital transformation in finance. We expect to expand that out to operations based on our test case of five robotic implementations and to get those in the center of excellence and understanding, and then go further. In fact, in our naming conventions, we're trying to make sure that we leave room for HR, Operations, IT, et cetera. Right now, we're just in finance.
How has it helped my organization?
One of the best benefits is that it just gets people to think beyond what they're doing and how other things impact them. Instead of just their single task.
For instance, with PO distribution, we can ask larger questions, such as: Where are our suppliers lists? What do the people do out in the field? I've never been as exposed to that as I am now due to the fact that I’m trying to automate it. What you find is the challenges aren't just in the robot. It's what you do before you get to the robot that is critical. If it forces us to fix other exterior items, we've been a success. However, if you can add to the task, what the robot does and then pull it through, that's where things get interesting. My job is just going to expand and I foresee I’ll be so busy with so many ideas.
What is most valuable?
We do use the UI apps feature. We are working with consultants. They actually know more of the technical details and they're supposed to be transferring data. I'm more of a functional person that understands the design and the processes, not the programming, coding, or details. I'm learning that as I’m in training for the RPA. I'm about 70% through training. I've been taking that through UiPath
Getting up to speed with UiPath has been tougher due to the fact that the programming that I learned in school is very different from the programming done today. The younger people, I'm sure, pick it up much faster.
It is helping our onboarding process and is useful in getting me up to speed.
The biggest value I get from the UiPath Academy is the ability to connect the software to the processes that we’re trying to automate and being able to understand the functions in terms of where you would go to get an even better understanding. I do find that their online help is very beneficial as it offers solid examples. In fact, sometimes that's better than the training itself.
There's so much out there and there's so much to learn as it's not one software package. UiPath Academy provides us with the ability to use all software packages and interconnect with them. The opportunities are amazing and also intimidating.
The automation cloud offering helps to decrease the total cost of ownership of UiPath by taking care of things such as infrastructure. We have gone and moved many more things to the cloud. We have a Hyperion solution in the cloud that we use for consolidation.
The most valuable aspect of the solution is the ability to follow what the robots are doing. Currently, I've been working on the automation hub. That's the next step. You can use the orchestrator to see how they're doing, for example.
We’ve realized some efficiencies in our current processes due to UiPath. That said, I'm a novice. We've just begun with these five processes. That's why I want to do the reporting and figure out the analysis as I want it to basically sell itself.
In terms of the ease of building automation within UiPath, that's something that I need to discover with the IT team. What I do like is that once you do something, you store it in a library. And then you have plug-and-play automation that you can add to others. You don't have to keep redoing the same work over and over again. That's going to be a huge benefit.
In terms of reducing human error, inherently, it has to improve accuracy. Now that we’re focused on it, we’re testing it, and if it's not a hundred percent accurate, it's not going to production. We absolutely anticipate a great reduction in human error.
What needs improvement?
In terms of payroll processes, HR processes, onboarding, operations, filling in maintenance on equipment, and doing the routine things out in the field will require adoption and interest. You can't get the response that you want until the people in the field decide that they want to change and adopt it. That will be the challenge. Managing the change is huge for us. It's always an obstacle. It's not that, can you automate something, it's more of a question of, internally, will they let you automate something?
I'm looking for more of the analytics to make sure that we can properly report on how they're doing. That's what's going to make management invest further into this. I actually come from a reporting background. That's what I focus on in the other financial packages that we have.
For how long have I used the solution?
I've been using UiPath since I started training in July of 2021.
What do I think about the stability of the solution?
I'm not worried about the stability of the product. If others are using it in the cloud with much more complicated processes than we are automating, it's not really a concern of mine.
What do I think about the scalability of the solution?
In terms of scalability, right now, it's way too big for me to even understand it. It's like I'm in a county and you're asking me about the universe. I'm just trying to get directions. I still need time to absorb the entire scope.
Right now, just accounting and IT use the solution. Finance is learning it as well. They're taking the same training that I'm taking. They're probably 10% to 15% the way through that journey.
How are customer service and support?
I have not really had to use the support. I will, due to my training. I've gone back and forth and I've lost some of my training. I have the diplomas and different things and the degrees that I kept, however, I've lost some of that initial training. It all has to do with version release. I'm a tenant I'm just in the training phase. What I'm trying to do is be the guinea pig and learn the systems and get comfortable with everything.
Which solution did I use previously and why did I switch?
We didn't use any other RPA solution previously.
The reason we adopted UiPath was due to a move from our finance leader, the controller. We had automated many financial processes with planning and reporting, et cetera. However, the accounting group was continually skipped over. We had a controller that came in and they wanted to take many of our repeated processes and really took and created an agile group to create the digital finance vector.
There's a team of five members that went and looked at the processes that we were doing and said, which ones can we change or do better? Between the controller and the consultants, there was an analysis performed. They wanted to lead in the digital finance transformation. They looked forward five to ten years and what they were projecting looked really nice.
How was the initial setup?
I didn't directly handle the implementation. I will learn that more as we go. From what I saw, the workflow was nice. The implementations that we have are being done in baby steps, and so far, the steps are relatively easy. It is intimidating to see how much it takes to do some very small processes. It helps you understand more about the decision points and whether they're objective or subjective. That will help us with the reporting. We'll be better able to understand what things are best to automate and what is easiest. That's what I'm hoping to get from these five implementations.
What about the implementation team?
Our consultant assisted us with the implementation process, and they really did a sprint on the implementations.
The sprints were such that it was really a six-week turnaround time. We actually had to go backward and do the assessments from those implementations. I wasn't in this role at that time. Therefore, I'm now doing the cost benefits backward to see if we can set them up correctly and then see what we can do ourselves going forward. The key will be not how quickly they were able to do it, but how quickly we can do it ourselves.
Also, we'll have to assess how quickly the people in the field can adopt the product and have a robot actually be their assistant. We want to figure out how quickly we can deploy citizen developers.
What's my experience with pricing, setup cost, and licensing?
The solution is pricey at the beginning, however, we'll have to see going forward with what we get for the tools. It's always expensive to buy a really nice car and then not drive it very far, very much. It's all about the utilization. If we use it fully, the cost won't be as high.
Which other solutions did I evaluate?
The company did evaluate other solutions, however, they liked UiPath the best due to its differentiating reputation, experience, and level and quality of tools.
What other advice do I have?
UiPath has not yet saved costs for our company. However, we're just in the investment phase. That's why I want to do that reporting so that we can see the savings if any. The decisions we make now affect the next 10 to 20 years. Everyone gets too short-term-focused. We need to instead think about where we want to be five years from now and go backward. We need to ask: what are we doing today that's going to make a difference in five years? It's an investment in the future right now.
I'd advise those considering the solution to give it a try. It can't hurt. Even if they didn't go forward, the basic principles that are revealed can probably fix other things. Some people just have bad processes. Once you get your processes aligned and make them to the point that they're standardized and understood across the different units using them, it will become easier to automate.
I'd rate the solution at an eight out of ten. In order to rate it higher, I need more experience. I've got to learn, got to understand it better. Then I've got to utilize it. Like many software that I've dealt with, there are always three ways to do it, however, there's the best way. I always wish we'd just teach the best way. That said, I understand that you want to make people agile and to understand fully by exploring different ways. When you learn, learning all the different ways is very cumbersome, and yet, better in the long run.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.