We play significantly in the BFSI and healthcare space. A lot of use cases have been related to BFSI. Insurance is much bigger, with claims and underwriting, policy admin, health benefits, and so on so forth. There are also good use cases on the functional level, HR and finance, and that cuts across industries.
CRO at Imaginea Technologies
The moment a machine takes over, there are fewer errors
Pros and Cons
- "The democratization, automation, and attended automation, all of these are pretty good features. Those are all good value add to what it was there previously."
- "Sometimes in their partner communication, they aren't consistent. This maybe is related to the fact they are growing as a company."
What is our primary use case?
How has it helped my organization?
As an example, looking at fatality insurance for pets, clients had a high volume of documents come in, claims in all different forms, and they had to apply logic eligibility. There's a simple rule of whether you allow or disallow. If they don't allow the claim, then there's a comp process. By a sheer ability to read whichever way the document comes in, clients are able to load the system and quickly get the eligibility.
This dramatically improves their claims operation by a big margin. Whenever there is some complexity in one, then we do an exception. We crunched the time so well and made the process so cost-effective it has given the client a huge benefit.
What is most valuable?
The democratization, automation, and attended automation, all of these are pretty good features. Those are all good value add to what it was there previously.
The moment a machine takes over, there are fewer errors. That is inherent. When you say value, that is the cost-benefit.
What needs improvement?
We have seen a lot of benefits on the backend, but then the algorithm is constrained, which can't transform because of the older technology.
Sometimes in their partner communication, they aren't consistent. This maybe is related to the fact they are growing as a company.
Buyer's Guide
UiPath
August 2024
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What do I think about the stability of the solution?
The solution is fairly stable.
How was the initial setup?
The initial setup is always complex. Clients don't know the hardware, the licensing, or how it works. Any large organization will always have an initial hurdle.
We have roughly around 164-165 trained RPA credentials on the engineering side, all on UiPath.
You do have complexity when it comes to maintenance, as you get to 50, 100 bots.
What was our ROI?
As an example, one of the customers for whom we did an early bird, we estimated we could save this one division of their company $44 million. They only may have to invest about $4 million. There's $44.5 million for about 12 months. That's what we think we could save.
The adoption of RPA has definitely been increasing and we know that all of that has been largely in the back office. In the back office, it's easier to check ROI. We've actually gone beyond ROI because ROI is a very simple statement, so we start showing clients value.
How long it takes to achieve ROI actually depends upon the client's way of implementing it. For example, some people will wait to take away the manual effort while they will stand by. Because what if it doesn't work? What if it fails? What if then my backlog increases dramatically? So, it is really up to them. If it is simple task automation, we can do it in about four or six weeks. In eight to 10 weeks they'll see the benefit.
What other advice do I have?
We're using all components of UiPath: attended, unattended robotics, and Orchestrator Studio. We have a very wide customer base and our clients use all of them.
Cloud adoption is increasing. Deployment models are a little bit more a logistic question than anything else because companies who want on-site are a little bit more conscious of security, but they take a normal amount of time, just to figure out the infrastructure. If we moved clients to the cloud, we can make it easier to implement. With email on the cloud, they have a huge set of processes. The larger the company, the larger the processing. With the cloud, it becomes faster.
I've got a deep partnership with UiPath. I would absolutely rate them high. I'd give them a ten out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.
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Manager at Vindelici Advisors GmbH
Bots help eliminate human error and better reallocate resources
Pros and Cons
- "The client is eliminating human errors as they are eliminating some of the accrual processes from SAP, where a lot of mistakes can be made. If the bot is not making mistakes, then they are eliminating errors by 100 percent, but this depends on whether the bot is efficient or error-free."
- "Studio is a bit overwhelming in the beginning. They could get add some details, but not so many, into the foundation training. I've seen StudioX and loved the colors. Please get the colors into Studio. I loved the flow and that you got all these activities and colors too. It was so much easier. It was visually easier to understand where to click. It was really user-friendly."
What is our primary use case?
Our client's companies have extensive issues with SAP and getting information out of it. They have another technical ERP system with an in-memory database where they don't get the information out of it, then have to add it manually to SAP. That will be probably the first big use case for automation. So, we will get a bot reading it on the database from the Citrix environment and probably moving it to SAP.
The client will probably have it on-premise. They tend to be really risk adverse in terms of Cloud solutions. We have tried to get them to use the cloud more because it's just easier.
We are using Studio Orchestrator, and unattended bots. I have programmed attended bots before.
How has it helped my organization?
The client is eliminating human errors as they are eliminating some of the accrual processes from SAP, where a lot of mistakes can be made. If the bot is not making mistakes, then they are eliminating errors by 100 percent, but this depends on whether the bot is efficient or error-free.
What is most valuable?
You need an understanding of how to code, use the variables and arguments, etc. That was why I was excited for StudioX. I tried it earlier, and it was amazing. This is actually what they were missing. Studio is great because you can do so much stuff.
What needs improvement?
On a scale of one to five (where five is beneficial), I would rate the UiPath Academy as a four. There is some stuff that they could do better. I sampled the advanced, which is really difficult because it's just PDF. I had to use some YouTube videos to understand the framework that you need to pass for developer. They could do more videos on that.
They have three parts. The first is the foundation, and they are a lot of videos. The third part of it (advanced), there are no videos except one. That's only those PDF files, which you have to look and read through. I was like, "Okay, I probably can't do it." Then, I fell upon some community YouTube videos from other developers who just demonstrated it. This would be great if UiPath offered that, because I found out later that the developers made mistakes in their videos.
In the foundation, they get into much detail in the beginning. You're overloaded with information. You have to go through videos like three times to get it correctly. They could remove some stuff out of there. Those quizzes are really frustrating too. They are too detailed. If you sat with Uipath, you think it's really easy. However, it's not so much, if you get into those details.
Studio is a bit overwhelming in the beginning. They could get add some details, but not so many, into the foundation training. I've seen StudioX and loved the colors. Please get the colors into Studio. I loved the flow and that you got all these activities and colors too. It was so much easier. It was visually easier to understand where to click. It was really user-friendly.
I would rate the ease of use of the platform for automating our company’s processes as a four out of five (with five being very easy). I would rate it as a four because it didn't work in the beginning to get my bots active. I had to get into a lot of videos to get them running. I didn't understand how it needed to be designed or coded.
The Orchestrator training was much better, but I still somehow missed some details which I needed. However, it's not just do it, then it's done. You need some time to get into it. Though, it's much easier than Studio.
The integration with Outlook is not that good yet.
What do I think about the stability of the solution?
I would rate stability as a four (out of five). I had some cases where Orchestrator didn't work in it. We couldn't login and the platform was slow.
What do I think about the scalability of the solution?
We are still small and just starting out. We have five developers/solution architects involved in automation projects. We have done our certificate through UiPath Academy.
How are customer service and technical support?
Support is pretty good. It's responsive.
Which solution did I use previously and why did I switch?
Our client was having some problems. They got a framework running on a scale:
- Which processes should be automated?
- What are the easiest processes to automate and more difficult?
How was the initial setup?
For our first client project, it took us five months from the time that UiPath license was purchased until we implemented the first bot.
The initial setup was straightforward. They identified several easier flows, and it was like learning with the client together. I know they are phasing out some more complex issues where you have to get into the details of HTML coding and stuff like that to get some stuff done. That is where UiPath gets difficult, because it's just coding and tech.
What was our ROI?
Our client saw ROI after one month. They realized after we showed them the first process that three people would be free to do other stuff. They got to sort of afraid of what they would do with those three people, and those people were afraid, which was a big issue.
We invented RPI and pizza. We all came to those pizza Fridays and showed them that they don't have to be afraid. They benefited from it more than not, and no one would lose their jobs.
Which other solutions did I evaluate?
We told the client UiPath is best. We looked for the biggest player in the market and decided UiPath was the platform.
We target medium-size companies and have long-term relationships with them. They trust in our opinion. We told them our reasons that we think UiPath is the best.
UiPath is biggest player in the market. They have this platform economy going. I'm really excited to hear that they bought the process goals. There's a lot of potential there, if they integrate process automation with process mining. That is a big thing for me.
We looked into other RPA tools, like Blue Prism. We decided it's harder to learn and implement.
What other advice do I have?
I would rate the solution an eight (out of 10). They need to thrive to get better.
If you have some tech experienced people, then UiPath is the better solution because it's easier to learn and implement.
Disclosure: My company has a business relationship with this vendor other than being a customer:
Buyer's Guide
UiPath
August 2024
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Application Developer at a wholesaler/distributor with 5,001-10,000 employees
Easy development for a .NET programmer, unattended robots save our teams a lot of time
Pros and Cons
- "Unattended robots are my favorite because it allows us to completely remove a process from a person's day."
- "I would like to see support for native C# capability."
What is our primary use case?
We are using Orchestrator for both development and production. We are using attended and unattended bots, and we are using Studio to develop them.
We use this solution for front-office processes, back-office processes, IT processes, and automating anything that we can.
We run our automations inside a virtual environment. We use Citrix and Citrix Server. We have sixty-seven processes that we've automated to run in the virtual environment and its very straightforward. It's deployed out of Orchestrator, and for attended processes, it's as simple as going in, opening a UI robot, and clicking the start button. It's phenomenally easy.
With respect to how easy it is to automate our company's processes, on a scale of one to five, I would say that it's a five. It's very easy. I'm a software developer by trade and I was able to automate several processes in a very short time span. In two weeks I can automate an entire process, end-to-end, which is incredibly fast for the ROI.
One of our processes was extremely complex, which was our customer onboarding process. The complexity was, in part, because it is handled by six different departments. The PDD for it was one hundred and forty pages long. One or two we've done were simple automations, and the rest have been medium to high complexity.
My first robot went into production within a month of me being in my position. That included going through all of the UiPath training, getting familiar with our IT systems, and then actually vetting out a process and automating.
On a scale of one to five, judging how beneficial it is, I would rate the training a five. It was very informative and very detailed.
We are using the unattended robots more than we are the attended ones, and we're trying to continue that drive. We understand that there's a need for some processes to run attended, but if we can, we do process optimization to make it work and be unattended.
How has it helped my organization?
We have definitely seen savings in time. I can only speak to one particular instance, which is one that I automated. It was taking a product marketing team roughly an entire month to process, so they were always a month in arrear processing invoices for orders. When we developed this quote-to-order process, it saved us something along the lines of seven thousand hours per month for the one group. I was able to shrink down what a team of twelve people was doing in a month's time, to about seven days.
What is most valuable?
Unattended robots are my favorite because it allows us to completely remove a process from a person's day. The process can be fully automated and scheduled out of Orchestrator to run. Whether it's several times a day or once a month or whatever it may be, that user no longer has to worry about whatever that task was.
What needs improvement?
I would like to see support for native C# capability. I have a .NET background, so it's easier for me to write in that language.
What do I think about the stability of the solution?
With respect to the stability, on a scale from one to five, I would rate this solution a four. There are some issues we've run into where we just can't exactly figure out what is causing the problems.
A robot would run through a process two to three dozen times with no issues and then on the very next run, it will stall in the middle of the process. When we tried to debug it, we can actually replicate that stall but clearly, it's not throwing an error. There's no rhyme or reason to why. It just stops and it just kind of hangs. I would say that it may be a stability issue.
How are customer service and technical support?
The technical support for this solution is great. They're responsive, and always willing to help. We got infrastructure support to help us through an upgrade so I could actually migrate everything from our on-premises server into Azure. I would rate their technical support a ten out of ten.
What about the implementation team?
This solution started as a homegrown operation by one of our satellite offices that downloaded a trial license and started using it. Once our IT department found out, we hired Deloitte to come in and talk us through the whole process. Then, Deloitte left and we started our own kind of homegrown development. The did not actually deploy it with us.
Which other solutions did I evaluate?
Prior to choosing UiPath, we evaluated Automation Anywhere and Blue Prism. There may have been one more, as well. We are a very large SAP shop, and UiPath was the only one that touted that it was integrated well with SAP. For the most part, it did.
What other advice do I have?
For anybody researching this type of solution, I would suggest that they try this out and they will instantly see the value.
I would rate this solution a ten out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Tech Lead in RPA Offerings at Perspecta
The initial setup is simple. Once you install Studio, you can do the development within minutes.
Pros and Cons
- "Screen scraping credentials of whatever features that it has. The robot can log into the system, scrape the data, and enter the data into the system. This eliminates a lot of the manual work that the team had to do, which has improved the performance. Our teams used to do a lot of data entry, and this repetitive work has been reduced. The same resource can now work on some high-end work."
- "Stability looks good except that we see that when we run the bot sometimes somewhere in the middle it fails. It will recovers, but I don't know why and can't answer to my customers why. I don't know if something can be done to eliminate the failing piece. I don't know whether it is a stability issue, but it should be handled in future."
What is our primary use case?
We are using it for financial applications in the financial sector. We also have a couple of bigger federal customers who started RPA development on their own, then needed our help.
Internally, the RPA offerings team is developing more resources, so we can support all our customers. This involves a lot Pegasystems, ERP, and homegrown systems.
How has it helped my organization?
We are really seeing that RPA in the production, where people are using it, they are getting benefit.
What is most valuable?
Screen scraping credentials of whatever features that it has. The robot can log into the system, scrape the data, and enter the data into the system. This eliminates a lot of the manual work that the team had to do, which has improved the performance. Our teams used to do a lot of data entry, and this repetitive work has been reduced. The same resource can now work on some high-end work.
The ease of the use is good and exceeded my expectations. The implementation became easier and more standardized. Also, our development time has been reduced. Using ReFrameWork, we saw that the code become organized very nicely by UiPath and the implementation became easier and more standardized with more prebuilt components, which reduced development time. If you load the ReFrameWork nicely, you can do things faster and more standardized.
What needs improvement?
I have found there to be setup issues with Chrome. Right now, I am using IE.
I am looking for more batching processing because of the ODI framework. While they have a process where they log everything into Orchestrator, then they process it. However, when I have 50,000 to 100,000 records being batch loaded and processed one-by-one Orchestrator, I am apprehensive about it.
What do I think about the stability of the solution?
Stability looks good except that we see that when we run the bot sometimes somewhere in the middle it fails. It will recovers, but I don't know why and can't answer to my customers why. I don't know if something can be done to eliminate the failing piece. I don't know whether it is a stability issue, but it should be handled in future. Other than that, stability looks great.
What do I think about the scalability of the solution?
If you start using Orchestrator, and you put your Orchestrator on a very high-end machine, it can handle thousands of bots. I don't see any issues with running multiple processes on a single bot, then connecting it to Orchestrator.
How are customer service and technical support?
Before using UiPath Academy, we used the customer support to answer our initial questions.
Which solution did I use previously and why did I switch?
This automation is not exactly like other automation that we used to do. This is a different type of automation where we are not disrupting the existing codes. We are providing all these features to the customer.
How was the initial setup?
The initial setup is simple. Once you install Studio, you can do the development within minutes.
What was our ROI?
Once the bot is programmed, it eliminates human error. It doesn't make any mistakes if you have programmed it correctly.
Which other solutions did I evaluate?
Right now, we are not working with other vendors.
What other advice do I have?
I would recommend UiPath and its bots.
Most of our work is with unattended bots. People are more keen to work with unattended bots because they just want to schedule it somewhere in the night and let the bot run, then come in the morning and have it ready.
Everyone in our organization has used the UiPath Academy. We are certified in it. There are three levels of training, which we had to go through before the final certification. The Academy is very good and well-organized. We went through it step-by-step.
One of team members developed a bot in a Citrix environment for a project, and it looked great. From his machine, he connected to Citrix, logged into the application, did some data scraping, and built an Excel file, then provided the data.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.
Senior Automation Architect at Ørsted Services
The initial setup was straightforward, but when you start to scale, you have to figure out how to do it
Pros and Cons
- "When we would have a huge backlog, we would hire short-term employees for some of our cases. Now, we don't have to do that anymore."
- "I would like it if the UiPath Academy videos were more written out for reading purposes, since I have been developing in UiPath for some years before taking the Academy. Having to watch all the videos was a bit slow and time consuming."
What is our primary use case?
The primary use case is business services (finance).
How has it helped my organization?
When we would have a huge backlog, we would hire short-term employees for some of our cases. Now, we don't have to do that anymore.
What is most valuable?
It is easy to use, automate, and scale.
What needs improvement?
UiPath should make the solution part of customer's everyday (more user-friendly).
I would like to see the following additional features going forward:
- Advanced scheduling
- Easier implementation of the robots
- Better analytics
- Easier non-technical overview of the process.
What do I think about the stability of the solution?
The stability is pretty good.
Our Citrix environment works, but it is quite unstable. It takes a lot of processing time because it is unstable. We have to do a lot of checks and so on.
What do I think about the scalability of the solution?
The scalability is pretty good.
How are customer service and technical support?
I have not had to use the customer support.
The UiPath Academy is fine. I would like it if the videos were more written out for reading purposes, since I have been developing in UiPath for some years before taking the Academy. Having to watch all the videos was a bit slow and time consuming.
Which solution did I use previously and why did I switch?
The company was not using an another RPA solution previously.
How was the initial setup?
The implementation went really well. The initial setup was straightforward, but when you start to scale, you have to figure out how to do it.
Our Citrix environment works, but it is quite unstable. It takes a lot of processing time because it is unstable. We have to do a lot of checks and so on.
What about the implementation team?
I was a consultant doing implementations for many years before taking an implementation with this company.
What was our ROI?
We have seen ROI. It has saved our organization time.
It has eliminated human errors. There are now more processes where we do checks and controls than we would do with an actual human, because it takes no time for a robot to do the checks.
What other advice do I have?
We are only using Unattended Robots. Though, I can really see a use case for Attended Robots, especially with these cases where there are a lot of errors. The user could help the robot and we can process the case, instead of having in error.
It is really easy to use and get started with, but if you want to build up more complex processes, you need to have a bit of a development background to make it easier to understand anyone other than yourself.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Service Control Manager at Carglass
Our company saw ROI with the implementation of our first robot
Pros and Cons
- "The scalability is huge."
- "I would like UiPath to be more intuitive, so people like me could use it."
What is our primary use case?
We are looking at processes and automatization and are at the very beginning of our journey. We have been looking at finalizing the job and making the use cases in insurance assistance.
How has it helped my organization?
When we finish a job, we remove articles from it which are not being used. That was a manual process, and the guy who was doing it wasn't really adding any value to the company. Now, they only have to look for the exceptions, and everything else is automated.
What is most valuable?
- The automatization part
- The OCR technology: Having it automated and putting it into other systems.
What needs improvement?
I would like UiPath to be more intuitive, so people like me could use it.
Usability is its room for improvement.
Until the solution is more stable, the robots need to be Unattended.
What do I think about the stability of the solution?
The system is quite stable. However, we need more experience in coding it to make it even more stable.
What do I think about the scalability of the solution?
The scalability is huge.
How are customer service and technical support?
We have one guy doing the troubleshooting who likes to try different alternatives for locating answers, like YouTube or calling support.
The technical support has been very helpful. Whenever our guy has a problem, he first goes to the phone for a resolution. This is really the reason for choosing UiPath, because everybody else was so closed off, and it was hard to obtain knowledge.
Which solution did I use previously and why did I switch?
We did not have a previous solution. This type of solution is quite new for us.
We decided to purchase this type of solution to reduce our backlog with insurers.
How was the initial setup?
If you have the right person, the setup can be straightforward.
We had some issues in the beginning because some of our applications cannot run on Citrix. Having the robot run alongside it and going into the computer, then into Windows was difficult, at first. It has been working now that some of stability issues have been fixed. When it is not stable, things take too long.
What about the implementation team?
We started with a consultant. We had some specific tasks that we wanted him to make the robots do. However, when we got started, we changed the approach to do it ourselves with him teaching us. We started with four people doing the training, then ended up with one person being capable.
What was our ROI?
We saw ROI in the first month that the first robot was implemented. Because we had people leaving when the robot was ready to start, it was ready to do their jobs right away. I would rate the ROI benefits as a nine out of ten.
It has helped us to eliminate human errors.
It has saved a lot of time for our organization.
Which other solutions did I evaluate?
We looked at three different vendors, but chose UiPath because of its easy access to knowledge and information.
What other advice do I have?
Dive in, start working with it, and get experience along the way. Just working with it, you will get a lot of great ideas.
Our automation technology is at its beginning stages. There is huge potential for us with it. We need to start looking at our HR processes.
We have someone on our team who has just start to use the RPA training in the UiPath Academy.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
RPA Developer at Syddansk Erhvervsskole
The product is easy to use and understand. You can learn it by yourself.
Pros and Cons
- "It is easy to use and understand. You can learn it by yourself."
- "It is saving us time through compliance."
- "The reporting task needs improvement. The reporting is boring."
What is our primary use case?
We are working on changing all the administrations tasks at the college. For example, with travel refunds to the students, students currently have to go from their homes to the school before they can be refunded their expenses. We want to make a robot which does that instead of the people doing it. I'm using a measurement tool for distance to calculate the measurement from student's homes to the school. Then, this should calculate the amount the student should be refunded.
What is most valuable?
The product is easy to learn and begin using. When you are just getting starting, you can get deep dive and start using PowerShell and other tools.
It is easy to use and understand. You can learn it by yourself.
What needs improvement?
The reporting task needs improvement. The reporting is boring.
For how long have I used the solution?
Less than one year.
What do I think about the stability of the solution?
The product has been stable, so far. It is rare that it goes down.
What do I think about the scalability of the solution?
The product will be able to grow with us.
How are customer service and technical support?
I don't really use the support, because the product is that easy to use.
I have used the UiPath Academy, and it is great. The videos and questions are good in it.
How was the initial setup?
It was easy to get started with PwC's help. It took a week.
What about the implementation team?
We received help from PwC with the setup. They do most of the financing stuff with UiPath.
What was our ROI?
It has helped us eliminate human errors. People from the school doing the entry do not always follow the rules, and the robots are following the rules.
It is saving us time through compliance.
Which other solutions did I evaluate?
We also evaluated Blue Prism, Kofax Kapow, and Automation Anywhere.
The biggest deciding factor to go with UiPath was its community.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
RPA Developer - DEX Team Leader at Capgemini
Excellent Orchestrator for managing robots and logs
What is our primary use case?
I am automating a validation of work items between BP open and SAP. Avoiding too much manual labor on the part of the user, freeing the time gained for more analytical and less repetitive work, all developed on Windows 10.
How has it helped my organization?
The tool has provided a safe and trustworthy way to develop robotic process automation, with a great increase in productivity and reduction of rework.
What is most valuable?
- The ease of learning, in addition to the great contents of the UiPath academy
- Speed to start producing results
- Extra friendly interface
- Excellent Orchestrator for managing robots and logs.
What needs improvement?
I miss a functionality similar to the "immediate window" of Visual Studio. The immediate window is used for debugging and evaluating expressions, executing statements, and printing variable values. The immediate window evaluates expressions by building and using the currently selected project. Therefore, this would be a great facility for debugging using UiPath.
For how long have I used the solution?
One to three years.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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