What is our primary use case?
I work for a banking company. We use UiPath for tracing and collecting customer's credit information.
We also use it to deploy a bot when clients have specific requests for changes to their information or accounts. We're able to change their service via these requests. We can also remove some processes of manual intervention.
We've deployed bots across various processes. We have been able to remove human intervention for multiple processes and have seen a general improvement in terms of cost-effectiveness.
We used to handle dashboards manually. Now we've turned customers into kind of specialists in that, whenever they want to change something, such as adding debit, or opening/closing accounts, changing addresses, et cetera, they can handle it. They no longer have to push that request through us and have us intervene. They can do it themselves using the bots.
How has it helped my organization?
Previously, nobody could automate the process. The design and implementation allowed clients to handle their own data, for example, for transfers and items like that. We were able to digitize entirely from end to end. Now, the customer doesn't have to come to the bank and they don't need a pen and paper. They just have to log on and fill out the details of their request. Being able to share this new data is important. If there are manual aspects, we can now handle them for the customer. We don't have to have them worry about doing tasks manually.
What is most valuable?
We can use browsers like Internet Explorer for our automation. However, we've been able to use Excel as well with just a few hiccups in the beginning. UiPath really helped us with this change by disabling some elements at the managerial level. It was a big learning experience for us.
We are able to use codes to do a lot of checking to see that we are getting enough data and that we are able to filter it correctly.
The ease of building a process is pretty good and simplifies things. Normally it takes three to four hours to complete a process. That includes everything, including generating reports and sending the data. There are, of course, multiple steps involved in the process. We've gotten that down to about six minutes. We're able to better focus the work and, at the same time, we're able to use a lot of bots to get things done.
We can scale the solution well. We've already deployed four more bots for various processes. We're actually able to have good control of each bot. We're able to put things into a proper standard format and then send the information where it needs to go without having to handle the process manually. It would go so much slower without the bots in place without having to go back to the customer. There's no longer a needs to do anything manually here. There was a concern that customers would not be able to manage the process that's automated by the bots, however, in the end, everything was clear and it was easily handled.
The solution enables us to implement end-to-end automation, starting with process analysis, then robot building, and finally monitoring automation. We're involved from the very beginning to design the process from step one. We're able to test everything out before moving to production and that allows us to make sure everything works. End-to-end coverage is first and foremost. The visibility we have is really powerful.
We were able to deploy in parts, as we didn't have global production. At first, we didn't know how to manage everything. Once we went live, however, we were able to monitor it all. We could send reports to show what was happening, and if there were any concerns, we could go and directly look at those areas.
The solution helped to minimize our on-premises footprint. I always look for capabilities to deploy from the cloud. It changes as the customer needs to decide how to ultimately deploy. However, the cloud is able to handle anything an on-prem option would. We are able to handle the entire volume using one cloud. Our bots are able to be on the cloud and online.
Attended automation has helped to scale RPA benefits in our organization by automating department roles and specific processes that require human/robot collaboration. Previously, we were concerned with data loss and not being able to attend to the browser. We were not able to do even the simpler stuff.
We were able to upgrade to an updated version, from 19.4 to 20.4 which had some more UI and automation. We were able to upscale our entire quota. We're able to do workarounds if we need to.
We can speed up our automation processes and automate faster with UiPath.
The automation cloud offering helps to decrease the solution's total cost of ownership by taking care of items such as infrastructure maintenance and updates.
The solution speeds up the cost of digital transformation.
The solution has reduced human error. We've been able to reduce errors and have gotten more quality data instead of just more data. That way, if there is a mistake or something goes wrong, we can check the error against the quality data and resolve issues more effectively.
It has also freed up our employee's time. They can better deliver on big and innovative processes. We used to handle a lot of high volume tasks at the end of the month mostly and that's since tapered off. We'll have to see at the end of this month how much time savings we've accumulated.
Our employees can now focus on more high-value work. Employee satisfaction is high as well. In a bank, we do have a high volume of transactions every month, and previously, each would have to be checked and verified and balanced by someone manually - even if most would be dismissed as canceled transactions, et cetera. With automation, our employees no longer have to look at everything themselves. They can be wiser about what interventions they have to make every month.
Overall, the solution has reduced the cost of our automation operations. As a developer, I cannot speak to exact amounts, however, as that's handled more by project managers.
So far, the solution has saved the company costs. We're very customer-focused in our organization. Deploying these kinds of innovative solutions allows us to better serve while offering our customers better services as well. It's become like their personal service manager. We've done this without ballooning costs.
What needs improvement?
While the solution speeds up the cost of digital transformation, doing so requires expensive or complex application upgrades or IT app support. You will need IT. That said, I haven't had a chance to explore mine in any detail.
There need to be more warnings for when there are issues within the automation especially when it comes to exceptions. We're not easily made aware of problems. The sooner we understand what the exception is, the sooner we can adjust things.
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UiPath
December 2024
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For how long have I used the solution?
I've been using the solution going on 25 years now.
What do I think about the stability of the solution?
For the most part, the solution is stable. We did encounter one problem when we were testing. Apart from that, we did not encounter any issues.
What do I think about the scalability of the solution?
The solution has helped us to scale. For example, if we have no idea from where to start, but we know the process test and know the application is involved, we're able to start building. We can go and test and try out options without having to put anything into production right away, so we can refine and validate the data.
The solution itself is highly scalable. We have three worker bots running at the same time. Users, however, can scale it up however they want to.
I'm not sure if the company has any plans to increase usage or put more bots into production.
How are customer service and support?
We have a team that lets us know if there are any changes coming up in relation to the infrastructure. If there are any changes that will affect the bots, it will not be done suddenly. We'll be able to ensure nothing is overly affected.
In terms of technical support, if something is not working as it should, they do need to review it. They do help us with technical validation.
Which solution did I use previously and why did I switch?
We did not use a different solution before we adopted UiPath.
How was the initial setup?
The initial setup was complex to a certain degree. The documentation was unclear. In the beginning, we weren't really comfortable with the approach or the process.
There were two types of processes happening at once during the deployment. We did each process twice, and each took two or three hours, so it was about one day to get everything going for each deployment, and then we did a final run-though. Likely, in total, it took us about 12 days or so.
We tend to have a specific process that we go through for every implementation we do. We'll go through how many bots are needed and what to do. We also do testing for all types of situations. We have a process designer who is involved and assists with the setup.
In terms of maintenance, we don't need anyone to run the operation. We have three to five people that after a month of production, have a good enough understanding to handle any outstanding tasks, whatever they may be. If there are issues, such as, for example, if Internet Explorer is not working, they are able to troubleshoot and manage the solution.
What about the implementation team?
We did not use an integrator or installer to assist in the deployment process.
What was our ROI?
What's my experience with pricing, setup cost, and licensing?
I always work to design my solution in such a way that is the most cost-effective.
You do need to pay the full license cost in order to use UiPath, so you need to be strategic to get the most out of it.
Our company handles costs internally as we do not directly deal with a vendor.
Which other solutions did I evaluate?
We did evaluate other options for data capture before we chose UiPath.
What other advice do I have?
We are customers and end-users.
At this time, we do not use the AI functionality within UiPath. Our solution is not impacted by anything generating artificial intelligence.
The automation speeds up the time to value and we see very quickly how much the solution is able to positively affect the business aspects. It's been really helpful for us overall. The processes have been profitable.
I'd advise users to really focus on their input and output size. You'll be able to validate your data. It will help you transform your processes. You just need to figure out where you want to simplify and where you want to maximize value.
We've learned how to standardize processes. We've realized how important it is to always try to be very clear when creating automation.
I'd rate the solution at a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.