The handling of different types of insurance tasks.
IT Consultant at a financial services firm with 1,001-5,000 employees
The product is easy to set up, but harder to make function
Pros and Cons
- "It has mainly taken the load off of employees. We had a huge amount of tasks which weren't being done. It provides our employees time to do their other work, since we automated very manual things."
- "I would like better stability and possibly some tools to determine why robots are failing."
What is our primary use case?
How has it helped my organization?
It has mainly taken the load off of employees. We had a huge amount of tasks which weren't being done. It provides our employees time to do their other work, since we automated very manual things.
We are currently using automation technology at a small level, as we just got started with UiPath and its technology.
What is most valuable?
Its ability to remove manual tasks.
What needs improvement?
I would like better stability and possibly some tools to determine why robots are failing.
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UiPath
February 2025

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What do I think about the stability of the solution?
The stability is not great. UiPath is okay, but when it interacts with our programs, it often fails. It is difficult to determine why it fails. We are utilizing a lot of time trying to figure out why it is unstable.
The implementation time was very long due to instability.
What do I think about the scalability of the solution?
The scalability is good.
How are customer service and support?
The customer support was slow at the start. After a while, they come up to speed, then everything was okay.
How was the initial setup?
The initial setup was easy because it was logical, but afterwards, it was harder to make UiPath function. While it is simple to set up and get started on. To make it stable, that takes a lot of hard work.
We use it in Citrix. The implementation was easy. We just installed on some VM servers.
Which other solutions did I evaluate?
We did try Blue Prism in another part of the organization, while using UiPath in our part of the organization. We decided to stay with just UiPath.
Since it was two different parts of the company, so you can't compare the decision. It was a decision made by management.
What other advice do I have?
Because we are spending so much time on debugging, it has not saved us time yet.
We just use Unattended Robots, not Attended Robots.
I am not using the UiPath Academy because I do not put in the robots. I make sure that they run in the background. I do know some of my colleagues are looking at using the Academy, but they have to find time for it.
Disclosure: I am a real user, and this review is based on my own experience and opinions.

Works
Version control like SVN and TFS is available in the latest versions
What is our primary use case?
Using UiPath, we are currently solving tax calculation, mortgage calculation, etc. We have realized that UiPath doesn't actually require you to use code to develop workflows. These can be created by using simple drag-and-drop activities. This is helpful almost everywhere. Their community edition being free helps a lot.
How has it helped my organization?
We have been using UiPath for quite some time now, and I have a lot of positive remarks. UiPath is a tool which can be learned easily by anyone and everyone. UiPath itself provides videos and assessments for you to watch and learn accordingly. These things are available for free and certifications provided are freely available also. This tool will be useful when you need to automate a complex business process, and since UiPath has an immense amount of activities, this is very possible. Regular updates are pushed, and the notes are released as well on the community forum.
What is most valuable?
- Easy use of activities and flowcharts
- REFramework for error handling
- Different types of platforms to create a process are available like flowcharts, sequence, transactional, agent process, and REFramework.
- Depending on the type of the process, we can choose which of the above-mentioned type we can use.
- Version control like SVN, TFS is available in the latest versions.
What needs improvement?
- As compared to other tools in the market, this is a little costly.
- Sometimes the UiPath Studio hangs while running complex processes.
- Whatever flows I develop using previous versions, it becomes a little difficult to open the same in latest versions. We need to update all the package which was used earlier.
For how long have I used the solution?
Less than one year.
What do I think about the stability of the solution?
End-to-end support provided.
What do I think about the scalability of the solution?
Totally impressed.
How are customer service and technical support?
Totally satisfied with the 24/7 support.
Which solution did I use previously and why did I switch?
Yes, Automation Anywhere. But it was very costly, and support wasn't provided as much as required.
How was the initial setup?
Totally straight and guided setup.
What about the implementation team?
In-house.
What was our ROI?
Process automation with regard to beeline automation and VPN client authentication process automation.
What's my experience with pricing, setup cost, and licensing?
- Good tool, it's extremely easy to use since it has just a drag-and-drop functionality.
- Setup and installation are very easy.
- Good for beginners since the community version is easily available.
Which other solutions did I evaluate?
Nope.
What other advice do I have?
- UiPath is easy to learn. They have the UiPath Academy (online courses) which is easy to follow, and it helps to learn how to use the platform and what an RPA is.
- There is an official forum too! So if you have any doubt, there will always be someone to help you to solve it.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
UiPath
February 2025

Learn what your peers think about UiPath. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
839,422 professionals have used our research since 2012.
Risk Advisory - Staff at a financial services firm with 10,001+ employees
The training has been the most valuable to me
What is our primary use case?
We used UiPath to improve PMO efficiency internally. We programmed the bot to match receipts to expense report listings based out of Excel in order to confirm accuracy for client billing. This was a process that previously required two levels of review and about seven hours per person to complete.
How has it helped my organization?
UiPath eliminated the need for two levels of review in our PMO process. This has significantly reduced the time it took to complete this activity and ensures the accuracy of billing.
What is most valuable?
The training has been the most valuable to me. As a new user, I have found it easier to come up with ideas than it is to actually implement them. I have also used Blue Prism and have found that UiPath has been less difficult to use for me (probably because of the SharePoint base).
What needs improvement?
UiPath should work to improve the scalability of the operation. While I have not directly experienced issues in this area, colleagues of mine have mentioned that this has been an issue for an accounting reconciliation report they are working to implement UiPath into. The data was very large and the bot ended up crashing while they had ran it.
For how long have I used the solution?
Less than one year.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Works
The cloud deployment option is particularly attractive to some customers for its flexibility and scalability
What is our primary use case?
- Financial domain
- Excel automation
- SAP automation
- Citrix automation
- Usage of Orchestrator queues
- RE framework
- Automating password resets
- Security and governance
- Highly elastic scalability
- Work queues
- Rules-based exception handling
- Large group deployment
- Rapid development support
- Centralized repository for version control
- Execution logs and credentials.
How has it helped my organization?
- We have a lot of processes to be automated. UiPath helped us to be cost effective and time effective.
- UiPath provides us with high speed in case of implementation.
- Implementation speed which helps how fast can you automate
- Reusability and extensibility which is used to build modular automation and reuse at the workflow level, plus it extends UiPath's functionality via custom activities or various integration.
What is most valuable?
- Citrix recorder
- UI Explorer
- I used to connect using remote desktop and automated it using image automation.
- The cloud deployment option is particularly attractive to some customers for its flexibility and scalability, along with customary thin client advantages.
Those customers should determine if the RA provider offers a cloud service that scales automatically. The customer should go beyond that minimum and look for a provider whose architecture provides a proven integration track record with Citrix (including Xen) and other virtualization technologies, enterprise applications such as SAP (GUI and web), Oracle, Siebel, PeopleSoft, Salesforce.com.
What needs improvement?
Sometimes when working with operation leads, it’s hard to get them to focus on the concept, and also believe in the concept. For approval, it should run through all of your company’s major departments, ranging from investor groups to operation floor leads to finance to management. Processes that will be affected by the RPA should all be consulted as well, and all departments should be considered in the RPA implementation process.
For how long have I used the solution?
One to three years.
Disclosure: My company has a business relationship with this vendor other than being a customer: My company is Official Training partner for UIPath
Works with 10,001+ employees
You can develop something without being a programmer
What is our primary use case?
Business solutions, not only IT related.
How has it helped my organization?
Improvement on repetitive activities, boring tasks, and error handling reduction.
What is most valuable?
A user interface for developers: You can develop something without being a programmer!
What needs improvement?
Typically, the best improvement of Microsoft tools embedded (as for Excel), and SAP could be very useful (but in 2018.4 there is an improvement on SAP BAPI).
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.
Works at a financial services firm with 10,001+ employees
Powerful set of activities and features created many opportunities for our company to provide automation solutions for customers
What is our primary use case?
Training with automation use cases including files manipulation, web automation and various desktop applications in the supply chain, HR activities, tax, and financial activities.
How has it helped my organization?
UiPath created many opportunities for our company to provide automation solutions for customers due to its powerful set of activities and features.
What is most valuable?
The Orchestrator and many activities such as those related to web automation and information identification within images (OCR), as well as the possibility of integrating external scripts and libraries within the software.
What needs improvement?
- Adding a "goto" feature
- Adding "run from this activity"
- Logging events/warnings to log files in order to follow the execution
- Simplify Orchestrator.
For how long have I used the solution?
Less than one year.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Enterprise Improvement Manager at Heritage Bank
Most valuable features are the combination of the free academy and the graphical IDE with a large number of built-in activities
What is our primary use case?
- Automation of a range of processes (35 at the time of writing).
- Utilizing UiPath in a banking environment.
Processes include areas such as payments, financial crimes, HR, and customer service (middle office).
How has it helped my organization?
- Currently, 10 FTE of work has been moved to robots (nearly 10% of operations).
- The staff has been retrained from operations into RPA development roles.
- Improved consistency and cost-effectiveness of those processes.
What is most valuable?
Combination of the free academy and the graphical IDE with a large number of built-in activities. This creates a low bar to entry, allowing technically minded business users to get involved with the initiative.
What needs improvement?
UiPath is experiencing some growing pains in their support at the moment (some of this is due to the rapid progress of the tool, I suspect). From our timezone (GMT+10), support expertise has always been a bit of an inconvenience, with the best staff only coming online after our work hours.
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.
IT at a energy/utilities company
Enables us to automate manual tasks across multiple systems
Pros and Cons
- "The most valuable feature is automating tasks that are highly repetitive, such as Accounts Payable. It is also easy to use."
- "I would like it to better handle updates from other systems, whether it's SAP or a website. That's the thing that we struggle with. Anytime a system changes, we have to go in and modify the code."
What is our primary use case?
We use it across all functions, but our major groups right now are accounting followed by tax.
How has it helped my organization?
There are man-hour savings. Some of that equals headcount reduction, but we've also been able to redeploy people to more value-add activities. It has met our expectations. We wanted to automate manual tasks and it has successfully done that, across multiple systems. I would rate the performance benefits at nine out of ten.
What is most valuable?
The most valuable feature is automating tasks that are highly repetitive, such as Accounts Payable. It is also easy to use.
What needs improvement?
I would like it to better handle updates from other systems, whether it's SAP or a website. That's the thing that we struggle with. Anytime a system changes, we have to go in and modify the code.
For how long have I used the solution?
One to three years.
What do I think about the stability of the solution?
Stability has been an issue. It has taken about three months for a task to become stable. That was not a huge surprise, but anytime there's an upgrade of a website, things change on a website that we're using as part of the automation task, we have to go in and make those changes to the code.
What do I think about the scalability of the solution?
It's very scalable. That's been a nice feature of the tool.
How is customer service and technical support?
We have not used technical support.
What other advice do I have?
Dive in and get going.
We have used UiPath RPA Academy training and we like it. It gets us about 80 percent of the knowledge that we need, and then we have a group of in-house folks that will teach people who complete a class how our policies and our procedures are rolled into the tool.
It's changing daily but we have about five developers. We have business users who are now being trained to do development. They're actually working on developing their own task now. In just a few months, we'll probably have 15 to 20 developers.
We've been pretty pleased with the product. The lack of stability is our biggest issue. There are external issues that cause that, so we're not surprised by it. We were expecting it, but that's the biggest issue.
Disclosure: I am a real user, and this review is based on my own experience and opinions.

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Updated: February 2025
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