What is our primary use case?
Most of the time, we work with financial services to automate financial transaction monitoring systems. We go through multiple CRM and financial systems, then query the transactions based on the KYC information. We use OCR operations, using UiPath Robot, to fetch information, such as, identification number, passport number, and their tax information. We extract this information, then validate with our financial data or transactions data to ensure that there is no fraud nor anomalies in the system. If there are any suspicious transactions or potential fraud, we do manual investigations. Those manual investigations are redirected from the robot to a human agent, then the human agent verifies the information. If there are any cost validation requests from other systems, such as Salesforce and PeopleSoft, then another bot will be triggered using UiPath Orchestrator. After that, we do the remaining processing. At the end of the processing, we use the UiPath analytics service. That analytics service uses UiPath logs, which helps us to understand how the bot is performing and how many transactions we have validated. From that, we look at how many were successfully processed and how many were manually handled, i.e., exceptions. We identify business exceptions for any transactions during the initial pre-validation stage, such as the user identification number is not valid or input data validation errors. For example, passport information must be an alphanumeric eight digit. If the bot identifies that the value is not eight digits, but four or five digits, then it is an invalid record straightaway. We can see this from the reporting and performance graphs.
We do automation for our HR processes, such as onboarding processes. On any day, there are five or six people who need to be onboarded. This is one of our standard business cases. We have a UiPath robot design using UiPath Studio and then it deploys in Orchestrator. This robot is being used by the HR admin. They can fill in the key information of the user, e.g., name, level, and their package. So, they import all this information, which includes my identity information, mobile number, email, and IDs on an Excel file, possibly along with a few other associates joining tomorrow. Once those entries are made in the Excel file, then the user can trigger a robot. They also need to keep the file in a designated folder. The robot will read the file from the designated folder. Then, one by one, it will read the records or line items from Excel and open an SAP portal. After logging through the SAP Portal, it inputs the required employee information. After that, it will go to Microsoft Azure Active Directory to QA the user, email, and ID. It will then go to PeopleSoft to create an HR record for the salary information, leave information, and the level at which the associate is joining. At the end of this process, it will update the status to, "The associate has been registered successfully." It will then send the updated final report to HR, saying, "The processing has been completed." The bot triggers information with their newly created email ID. They can then access or receive the onboarding information. This is how it works.
Depending on the client's requirements, we use UiPath AI Center and UiPath Apps for custom requirements. Most of the time, we don't need them. There are some times that we do based on the client's requirements.
I am using UiPath Studio, UiPath Orchestrator, and UiPath Robot.
Initially, I used the on-premises deployment model. For the last two years, we have also been using the cloud deployment option, UiPath Cloud, along with the on-premises. This is based on a client's requirements.
How has it helped my organization?
We can use the Process Mining tool to identify opportunities. We can then design the robot using UiPath Studio. After designing it, we can deploy it, using UiPath Studio, to Orchestrator. From Orchestrator, we can manage, monitor, and upgrade all the new patches within the UiPath platform.
If we have one place where we can see the end-to-end journey of our automations, then I do not need to manage multiple licenses. I do not need to spend money and expertise hiring multiple people and training them on multiple platforms. Also, when upgrading the systems, if I have a one place where I can manage all my automations at the same time, including UI and background automations, then we can build low-code apps using UiPath Apps. Therefore, I can manage everything within one platform, which is either a UiPath Intelligent Automation platform or UiPath Cloud. This is very important. Because if I have multiple systems, then I need multiple stakeholders to manage, upgrade, and maintain them. So, we do not need to think about all the things that I am using. There is one place where I can manage everything.
It has enabled us to automate more processes overall. In the initial days, we easily automated the low hanging fruit. As our automation journey matured, we needed to automate processes using more complex methods, like AI, machine learning, and advanced OCR functionalities.
What is most valuable?
The UiPath package available on UiPath Studio is useful. Compared to other RPA tools, like Automation Anywhere and Blue Prism, we found that this package gives us the opportunity to automate tasks in the shortest amount of time. There are multiple templates available on UiPath Studio. For example, if I need to do multi-setting processing, which means we are going to process multiple records simultaneously, we can use a UiPath Background Process as a template. Using the template, I can run multiple robots on the same system, which will not interact with other systems. It will work in the background. We have found that really valuable. This is not available with other RPA products, such as Automation Anywhere and Blue Prism. This is one of the valuable things that we have found in UiPath.
We use the UiPath recorder. For the latest, modern experience, we have a recorder called App Integrations. Using that particular recorder, I can automate tasks with multiple systems without thinking about having manual integrations between multiple browsers by identifying multiple sessions. Sessions can be used by the same recorder during the entire automation cycle. For example, I have two screens, one called PeopleSoft and another one is SAP. I can do a keystroke, mouse click, and then hit the submit button within PeopleSoft. Then, at the same time, I have another window open being used by the robot. I don't want to think about separating two windows, so the recorder takes care of this.
The UiPath recorder has multiple ways of identifying. For example, it uses UI elements, fuzzy logic, and image recognition at the same time. These three methods are used by only one recorder. Whereas, with other platforms, like Blue Prism and Automation Anywhere, I can use only one method at a time, so one command is one method for selecting or identifying objects. Whereas, with the app recorders, I can use three methods using one command. So, if one fails, another one will back up the scenario. Then, if another one also fails, the third one will help us automate. That is the ease of automation, which is a valuable feature that helps us ensure that automation works flawlessly, without having to look at if one of the methods failed.
What needs improvement?
One of the 2018 projects was built using version 18.2. We then got a report from users that it was not working. Most of the time, it failed on multiple use cases. When we took the process from the owner to repair and troubleshoot, we found that many packages were not being recognized by the new version, which is 2020. So, we had to upgrade to the latest package, then do a repair. It took a good amount of time for us to repair the package. We had to go back to the UAT environment, then do testing and get approval from the UAT. We then had to sign-off and deploy pre-production and post-production Hypercare. So, the automation cycle being repeated by almost 40% is quite costly to the business, but this is rare.
The vendor had already noticed these things were a big pain for us. With the recent versions, 2019 and onwards, the compatibility between the activity and packages is there. Prior to that, there were some issues. The UI automation package was the one that was mostly affected. Many people who were early adopters of UiPath observed or experienced these kinds of issues.
Sometimes, when we are using Remote Desktop automations, we may need to use a different approach along with the AI functionalities. For example, if I need to recognize the object on the screen, which I cannot do using native methods, then along with the AI functionality, I may need to have a backup method, such as the OCL methods along with AI Computer Visions. This ensures that it works robustly and my solutions deliver 100% results without any manual intervention. In such complex scenarios, we are using AI features along with multiple methods for the backing up of the AI features. We have to ensure that if something goes wrong with the AI features then we have another method which will ensure, if A fails, then B will back up our solution's process as expected.
For how long have I used the solution?
I have been using it for the past six years.
What do I think about the stability of the solution?
We use UiPath AI Center, UiPath AI Computer Vision functionalities, and Document Understanding. These AI features came into the picture from 2019 onwards. First, we received updates using UiPath Computer Vision functionalities. Then, we received AI Center, which was not stable in its initial days. However, during the first quarter of 2020, we received version 2, which seems to be more stable. From there, we received general availability versions with integrations on UiPath Studio and UiPath StudioX. These work much better, as compared to the initial versions. So far, all the components of UiPath Computer Vision, Document Understanding, and UiPath AI Center work well.
How are customer service and technical support?
I appreciate other benefits, such as UiPath community support and UiPath enterprise product support, because if anything goes wrong, we search in Google or the UiPath Forum where we can find the answer. Even if the answer is not available, and I post a question, I am quite certain that within one day that I will get someone to respond to the question. It may be someone from the forum or UiPath. Most of the time, the answers are readily available on the UiPath Forums.
UiPath Forum is the one place where we reach out to research problems, do troubleshooting, or get some help. If we need some help regarding the installations or licensing, we can create a ticket. Typically, we get a response, email notifications, or support calls within four to six hours.
We hire fresh, new graduates that we are going to train. UiPath Academies offers numerous training tutorials and certifications, which helps us to train our newly hired resources who are completely new to RPA and UiPath. So, the training is really useful in terms of video tutorial practice and configuring our multilingual environment. UiPath Academy does support English, Chinese, Malay, and German. So, our associates from multiple offices, who are already working on the global initiative, can learn the same things at the same time. Or, they can get someone from an English background.
Which solution did I use previously and why did I switch?
I started RPA using UiPath.
How was the initial setup?
Using the tool for the last six years, the initial setup is like having breakfast every day; it is very simple. I can do it much faster than someone new who started two years back or the new guy. I know what to do and how to do it.
Because it is software as a service, the setup and configuration time are very quick. Within an hour or two, we can set up the infrastructure deployment for a starter package. Configurations can be done smoothly. The infrastructure deployment, which typically takes a week's time, can be minimized to an hour. This saves us a lot of time and money for multiple components.
In the initial days of 2016 or 2015, our automation journey was center of excellence (COE) based most of the time. Nowadays, we changed our strategy, and it is more employee involved. So, an employee can go into UiPath Automation Hub and submit their idea. If they have time and are interested, we give them the training to use UiPath StudioX features for automation. If a process is complex based on our assessment, we pick that process and do the automation so the COE and employ-driven automation work hand in hand.
With a simple process, then the employee can automate it and do the PoC. If they need help, we are more than happy to help them. However, we found when the processes are medium to highly complex, this is something professional developers should be working on. If they are interested, they can contribute and learn, but it's less likely that a business user would be involved in a complex automation process.
What about the implementation team?
UiPath has absolutely reduced human error. Infrastructure setup and maintenance are taken care of by the product owner or vendor. So, there is 100% assurance that nothing wrong will happen in the system because they are the people who built and deployed the product. Whenever we deploy, there may be a chance that something might go wrong or configurations went wrong. For example, I need to configure the Internet information services port. If I incorrectly configured the port or use a different method, there is a high chance that I might need to redirect the port to some other router or native firewall. If I use UiPath Cloud, everything is taken care of by UiPath. I just log into assistance, then allocate the license and configure our users.
What was our ROI?
For small to medium clients, those clients have an investment of about $100,000. We see around six to eight months in, they get something around 40% to 60% ROI being returned to them. Then, within a year to 18 months, they get a 100% to 120% ROI realized.
When we implement a robotics process automation solution using UiPath, and if the client's budget is limited, we mostly encourage the automation journey to be done using UiPath Cloud. UiPath ensures that it works fluidly, performs all upgrade security patches, and has 99.9% uptime.
What's my experience with pricing, setup cost, and licensing?
In the initial days, UiPath was more competitive in terms of the license pricing as compared to Blue Prism and Automation Anywhere; it was much less. Currently, the pricing is quite standard compared to the other two vendors.
We can use UiPath Cloud, which helps us to save a lot of money and infrastructure costs, if the automation journey or project is for a small to medium-sized company. However, if it is a big company, then on-premises is preferred.
Which other solutions did I evaluate?
I have also used Automation Anywhere and Blue Prism as well as open-source automation platforms, such as TagUI and Selenium.
The main pros to using UiPath are its user interface, user-friendliness, learning platform, and support.
What other advice do I have?
We have been using the UiPath Apps feature for the last four or five months, so it is relatively new for us. Most of our technical people are experimenting with UiPath Apps. We have planned training sessions for business users to upskill them.
If you are starting or in your initial days, I advise you to use the UiPath community version. Try first to do a PoC with the community version, trying out the automation in UiPath Cloud for free. Once you realize that this is something good as well as understand the value of it, then you can start with the initial package. If you think that you can start big from the beginning, then go for on-premises and start a large-scale transformation. However, I would advise doing a PoC first with proper guidance from UiPath and selecting a proper implementation consulting partner who has good experience or a solid past track record of doing automation, RPA, the RPA automation journey, and the transformation journey, as a whole. Not just UiPath automations or building robots, but also transforming their project and processes as well as doing Lean Six Sigma, which is a crucial part of the transformation journey. So, you should consider all these factors for a successful automation journey.
Compared to the top three tools, I rate this solution 10 out of 10.
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. The reviewer's company has a business relationship with this vendor other than being a customer: Partner