What is your primary use case for UiPath?

Primary Use Case for UiPath

Leveraging my extensive education, experience, and expertise, I specialize in implementing UiPath and Microsoft Power Automate to transform and automate business applications across diverse domains. These include Finance, Accounts, Master Data, Procurement and Sourcing, Call Center Operations, HR, E-commerce, and IT processes. The overarching goal is to enhance operational efficiency, reduce manual effort, and scale automation for sustainable business impact.

Key Business Applications Automated Through RPA:

• 
  ERP Systems: Oracle EBS, Oracle Fusion, SAP, Workday


• 
  Procurement Platforms: Coupa, Contiki


• 
  Call Center Tools: Order Tool, Eurika, Symbols


• 
  Office Tools: Microsoft Excel, Outlook, PDFs, Word


• 
  Service Management Platforms: ServiceNow, eSD


• E-commerce Platforms


• 
  Financial Systems: Trax, Blackline


• 
  Databases: MySQL, SQL DB


• 
  AI Tools: Integration with ChatGPT

Representative RPA Use Cases:

1. Master Data Management:

• Automating exchange rate uploads in Oracle Fusion and Oracle EBS.


• Preparing financial authorization limits for ERP systems.


• Managing seamless updates to authorization limits in Oracle EBS, SAP, and Workday.


• Ensuring accuracy in item creation workflows for ERP systems.


• Streamlining supplier onboarding with automated employee supplier creation.


• Enhancing ERP security through automated password updates.

2. Finance and Accounting (R2R, O2C, P2P):

• Automating bank reconciliations for precise transaction matching.


• Enhancing Accounts Payable with invoice uploading automation.


• Performing quality assurance for AR invoices.


• Preparing data for tax codes and natural accounts efficiently.


• Generating exposure reports for improved risk management.


• Automating vendor payments and customer receipt processes.

3. Procurement and Sourcing:

• Streamlining PR/PO approval workflows for faster decision-making.


• Circulating RFQs and automating quotation analysis for expedited sourcing.

4. Call Center Operations:

• Resolving customer phone number issues through automated ticket workflows.


• Streamlining phone number cancellations for better service management.

5. HR Processes:

• Automating CV scanning and shortlisting to expedite recruitment.


• Enhancing workforce planning with automated employee data analysis.

6. E-commerce:

• Automating order creation and reporting for accuracy and efficiency.


• Streamlining order approval processes.


• Managing inactive customer data for optimized CRM.

7. IT Processes:

• Querying data from MySQL and SQL databases for faster insights.


• Executing scripts for routine data management tasks.


• Enabling seamless data exchange through API integrations.

Through these applications and use cases, I have consistently delivered measurable value by aligning RPA solutions with organizational objectives, enhancing productivity, and driving innovation across business processes.

The primary use case for UiPath is to automate tedious tasks in my organization and previous organizations. It's very friendly, offering free licensing, which makes it easy for people to learn and work with it. The ability to automate repetitive activities that take a lot of time is a significant advantage.

We adopted UiPath to leverage its generative AI capabilities for rule-based automation. This technology enhances the resilience of our automated processes, ensuring continued functionality even when underlying systems or data undergo changes that would typically disrupt traditional automation.

UiPath is used to automate processes, eliminating the need to increase headcount.

We are primarily utilizing the platform within our department to gain buy-in for the customer's system.

We are targeting utilizing Gen AI for some social media marketing. We haven't really implemented it yet.

We started using AI in Document Understanding by leveraging it against our models for different documents from our customers, primarily in the finance space. We have also used AI to train models for land management documents, helping them learn as we receive new document types. Recently, we've used it to analyze documents and articles online to understand sentiment toward our company. We analyze and summarize things people say in articles or posts elsewhere, which allows us to collect industry trend data. We are considering using Clipboard AI for smaller, ad-hoc data processing tasks because it can sometimes be more effective than Document Understanding.

Our primary use case involves automating low-hanging fruit processes such as daily reporting, order entry, and AP invoice processing. We are a printing company with 33,000 to 34,000 transactions a year, and 70% of these are repeat orders that we aim to automate.

We are primarily looking to solve business challenges related to processing unstructured documents.

Our primary use case for UiPath revolves around document imaging, specifically scraping data off documents and digitizing them. We only use it in our accounting department and haven't expanded it to the rest of the company. We've seen some success with the projects on the financial team, but we might be resource-constrained to get other departments involved. It's hard for them to adapt to new technologies.

We have done work for customer success by collecting information from various sources such as email, IVR, and chat. Our solution performs classification, sentiment analysis using the AI of UiPath, and then data validation and posting. We've implemented this for one of the biggest banks in India.

Our primary use case involves the democratization of software through the Sysen Lever and Power User Program. Essentially, we are trying to automate complex processes that can be easily rules-based, eliminating the need for repetitive motions.

Our use cases for UiPath AI and automation are diverse and cover a number of functional areas within our business. We are doing everything from building simple to medium to complex RPAs. We have started utilizing communication mining and have a unique use case leveraging document understanding. Essentially, we are getting our feet wet across the board.

We have been using UiPath for almost the last five years in the industry, where a lot of research development, and clinical trials are happening. Many of the processes are centered around clinical trials, especially around translation. Being a global company, we conduct a lot of clinical research involving various languages and regulations. Earlier, we were outsourcing translation services, which presented security and timing challenges. With UiPath, we built bots that collect clinical trial documents from various sources and translate them into the desired language, ensuring security and faster delivery. We no longer need to outsource, and translations are now super fast, sometimes within hours.

We use UiPath for claims processing, enrollment, and interpreting what's on documents, and then we use the data that's in them for different purposes. I'm sure there are many other use cases. We're still brainstorming and giving our leaders some ideas. Frontline employees also have process improvement ideas.

We have been using the RPA functionality in UiPath mostly for cash management. Our biggest use case is submitting wires and payments.

We use AI mainly around sales processing and document understanding. Our current use cases involve traditional automation, processing different orders, order formats, languages, and language translation, and creating actual orders in any ERP solution. We've done a Communications Mining POC, and we think that's promising, but we haven't used UiPath's process mining because we have another solution for that.

I currently work for a data center company serving real estate clients. Our primary use case for UiPath involves large-scale automation using Document Understanding to process invoices. I have two models running. One is for our general invoices, including everything we pay for people coming on-site at all data centers worldwide. There's a separate model for utilities. Accuracy in our utilities spending is crucial for our data center business, where power costs are passed on to customers. Currently, we still use traditional machine learning from when we initially developed these models three years ago. However, we are creating a company strategy to implement GenAI and deal with the legal implications. GenAI is something we're considering as an enhancement to our document processing and data collection. We're still trying to figure out how that happened. We're figuring out which documents and data to include in an internal model and draw conclusions from. When working with data, our top priority is ensuring that the data is updated, accurate, and well-maintained. There's a structure involved because a ton of our information is in SharePoint, which is a mess. We have two SharePoint sites for every employee.

We use UiPath across departments, including HR, IT, procurement, and the supply chain. One use case is hiring and other simple HR-related tasks. We also automate complex processes, like using Document Understanding and machine learning to extract vendor contract information and input it into our procurement system.

We are considering implementing AI as we are a healthcare staffing company in the education sector. Our use case focuses on processing a large number of emails and resumes. We aim to mine resumes to determine which are best for rapid and successful placements. On the communication side, we wish to perform sentiment analysis to assess how well our salespeople respond to clients.

Our primary use case is IDP. We're in the Fed market, so a lot of it is all IDP driven. AI and automation are priorities. We're not exclusively a UiPath shop, but we're shifting to utilize it more because we know there are opportunities, especially in the realm of document capture.

We're a food ingredient distribution company that receives documents on ingredients' nutrition, allergens, microbial testing, etc. We primarily use UiPath to process these documents. It was our proof of concept for using the system initially, and we'll expand it to process invoices and other related use cases. We operate using an enterprise operating system. It's not a technological thing. It's how you determine project priorities. Soon, we'll set up process mining. Then, the IT team and technology group will decide what we do. Right now, the business units effectively vote on the next quarter's priorities.

We are using UiPath for traditional RPA automations at the moment.

We primarily use UiPath's AI features to pull information from chatbot conversations with insurance providers and identify decisions made.

We're a financial institution, and we started using UiPath for small, simple processes and day-to-day tasks, such as adding and removing users and updating information, but we're also exploring opportunities to automate lending processes. We typically evaluate a process first to see if it's appropriate for automation. Sometimes, we've identified bad processes and needed to update documentation before we can implement them.

We currently use UiPath to process birth certificates. One of my tasks was to apply OCR to the birth certificates and use a named entity recognition model to extract details like the names of the individuals, parents, and the place of birth. The project requires us to handle certificates from all 50 states, and every state uses a different format. We're supposed to be doing intelligent automation, but we're not there yet. I work in the applied analytics and statistics section, and we're supposed to find ways to inject more advanced analytical methods into some of these places where we can automate. Our IT department has a CoE that conducts intake processes. They use Automation Hub to review each process, and the executive governance board votes on it. I don't know how they decide internally because I'm not part of that.

We're still in the exploration and discovery phase. We're learning about UiPath's capabilities and how they fit into the overall picture. We haven't separated AI from our normal process at this point. I work in our company's contact center, and we engage them in many different ways. We talk to management about their problems, report large volumes of transactions, and work side-by-side with the agency to find trouble cases and where they frequently perform manual tasks.

We use UiPath to replicate what medical coders do by inputting codes from certain medical systems into another. It also automates our billing cycle, allowing us to input the codes directly into the insurance billing system to receive payments faster.

We are a diagnostic laboratory that receives tissue samples from all over the country daily. To manage these, we implement UiPath for Document Understanding to process requisitions from clinical providers. This information is then loaded into our laboratory information system, enabling us to carry out the diagnostic process. We have a dozen bots operating across various functions, assisting in tasks such as screening resumes in HR and data entry on patient information.

We primarily use UiPath to move data and consolidate data formats efficiently. We are involved in claims management within healthcare. We are also exploring DevOps tooling and CI/CD pipelines, and automated testing.

One of our simpler UiPath use cases involves running an SQL query, copying the results into a spreadsheet, and then emailing them to the appropriate people. We also have a third-party system for parking at the hospital. Visitors need to fill out a web form, and the automation process kicks in once the web form is filled out. The data is input into a database and then automatically processed in bundles. The form is filled out automatically for them, and it batches every thirty minutes.

We're an insurance company, so we use UiPath to enter customer and policy data. Four of us work on the data side of bot development, which is our department's priority. We have multiple inflows of different ideas and use cases coming from various departments that ensure the company runs smoothly and efficiently. Implementations and updates allow for frequent email communications on Monday mornings weekly. Our team sends out email notifications if anything significant is urgent. We're still working on some of the aspects that we're looking to solve by attending this event. We've got some integrations that UiPath provides.

We use UiPath for social media marketing.

I use UiPath to automate repetitive tasks within our organization. It helps us deploy processes without human intervention for some tasks.

For two years, I have focused on automating workflows related to processing documents in formats like PDF, Excel, and CSV. Using the document understanding feature, we have handled forecast orders and purchase order invoices. If you use input files like Excel, PDF, and CSV, we can automate file validation, such as checking data accuracy, format compliance, or missing information. It's integrated with Boomi, so after the files are validated, they're sent to Boomi for further processing. Boomi provides us with the RTF file, and we use UiPath to validate its contents and correctness. It automates the process of converting the RTF file into an Excel file. Another process is remittance, where we can get files from clients, validate them, and submit them to the credit managers for correction.

I piloted the introduction of UiPath to my team with two projects. The first, domain monitoring, automated our ten-plus Pega applications' quarterly security and health checks. We designed an architecture that could be mapped across all domains, streamlining the process to run weekly instead of quarterly. This provided timely reports on application health via Webex. The second project was a more straightforward test suite automation for another UI-based application. These two successful pilot projects showcased the capabilities of UiPath, with the domain monitoring still in use today.

We use UiPath to automate ERP and CRM portal processes, integrate them with SAP and various external applications, gather data, and perform functions to generate reports. UiPath enables us to carry out numerous activities, and its usage is not limited to a single variable but rather multiple ones. UiPath's primary goal is to enhance the scalability and accuracy of daily tasks within any organization. The core concept behind UiPath is to boost productivity by mimicking human actions, automating repetitive tasks and freeing up time for individuals to focus on other activities.

We primarily use the solution for automation purposes in our various departments, including ticketing customer service and operations concerning numbers, such as statistics.

Our team manages RPA licensing, including evaluating other tools besides UiPath. We consider factors like upcoming automation reports and license renewal costs when deciding between UiPath, Power Automate, or other options. By comparing features and licensing expenses, we make informed choices about which RPA tool best suits our needs. UiPath handles our invoice processing and a variety of ERP tasks, including automating processes in SAP and Oracle. We also leverage it for some portal interactions and other invoice-related functionalities. We use the UiPath orchestrator platform.

UiPath is a business automation platform that allows us to design and implement rule-based automation across various applications. In essence, we define the rules and conditions e.g., for processing data in a CRM system, and UiPath automates the entire workflow. Beyond processing, UiPath can also automate tasks like document reading, data entry, and system updates e.g., price changes. In our specific role within the telecom domain, we might use UiPath for design integration, network optimization, and other tasks defined by our business rules. It's important to remember that successful automation requires well-defined rules, test data, and an evaluation of scalability and return on investment. UiPath's strength lies in its ability to integrate with various applications, including Office 365, CRM systems, and HR applications, as long as these applications have a user interface with identifiable elements or objects.

We are using it to automate business processes in the organization.

The use cases for UiPath depend on the specific requirements of each department within an organization. We typically meet with small groups of employees to identify potential automation opportunities within their departments. If a use case is suitable for automation, we develop the feature and build the bot for the customer.

We mainly use UiPath for automation testing processes. I am from delivery and project management, and I have a team member under me who is developing automation processes for me.

We use UiPath for intelligent automation integrated with machine learning models.

We use UiPath Studio, specifically the enterprise version, for developing projects per organizational requirements.

The use cases are quite broad. UiPath is used in customer contact centers, supply chain management, operations, etc. It is useful for the intelligent automation of task-oriented processes.

We use it to automate repetitive processes. We are also using it to manage people and costs. I have used it for automation in telecommunication, HR, and finance. I have also done two projects for IT. It is a combination. I have worked on all these different projects.

We are using UiPath to automate many processes. In my first job, I worked on billing and ticketing. We were automating the process for ticketing and billing for audit. The robot was responsible for auditing the process of an application. It was responsible for calculating the difference between the amount deposited by the visitors and the amount calculated and predicted by the application. It would then decide if it was the correct currency or not. Currently, I am working on many applications, but the classic ones are where we are reading data from Excel or databases and then clarifying the data or closing some billings. I am also working on the process of taking some reservations on some sites. I also sometimes use it to automate something on my personal laptop.

I have several use cases but primarily I use UiPath to input transaction data to the websites.

I developed several use cases using UiPath. One involved website scraping, where I extracted data like temperature, humidity, and pressure for various cities from a specific website and displayed it in an Excel sheet. This was a small project, but my main focus was a prototype for a client: digital marketing automation. Using UiPath, I created an automation to automatically post articles on different social media platforms.

We needed a solution for users that had too many manual tasks. We're in a large bank, and there are tasks like account opening or other items that can be automated using the UiPath system. It can handle auditing as well.

We are a partner of UiPath and a system integrator for our clients. For most clients, we tend to begin by focusing on areas with the highest potential for automation. This typically includes finance, procurement, or HR functions, with the first two being the most common choices. These areas are chosen because their processes are generally stable and repetitive, making them ideal starting points for RPA implementation. However, our experience doesn't end with just one client. We've had numerous engagements, including with large, multi-company groups. Once one division like the "glass division" successfully implemented RPA, it often sparked interest in other divisions like the pharmaceutical division. Demonstrating a solid proof of concept makes it easier to scale the technology to diverse use cases across the organization. Ultimately, overcoming the initial hesitation and showcasing the tool's benefits is crucial. Once the value becomes apparent, a shift often occurs, transitioning from a client-driven demand to a proactive push from various departments eager to eliminate tedious manual tasks.

I am working for a client. I am using on-premises UiPath Orchestrator. I have installed UiPath Studio and deployed some processes for automation. I have used it for SAP automation, Excel automation, and web automation. I have not yet used the AI functionality. I might use it in the future.

UiPath provides a platform for building, managing, scheduling, and monitoring automated processes. We use it for various processes, such as cost analysis, repairing permissions, and manipulating Excel data.

I have done the certification in Microsoft Certified Solution Associate (MCSA) and Microsoft Azure Administration. I look after the actual environment site where we can run the bots. We watch the environment's behavior, and we operate the Orchestrator, which is connected to the AI system. We run different types of processes through Orchestrator, and I am the administrator of Orchestrator. I give the rights and assign roles to the users.

We are using UiPath for office automation for our clients. We use many activities of UiPath. We are using CV, RegEx, Excel automation, and email automation. We are working on a project for a billing company in the US that takes care of patient records for a hospital and saves them on a website. We are handling the patient billing system. We have an email as input at the start of the automation. The bot reads the input. In the input, we have the patient's name and date of birth. The bot searches the patient's name in the EMR hospital application and gets the PDF from the application. We have put some filters on the application. In the PDF, we have a patient's details and a record of their visits and the issues they are having. The bot then uploads the PDF on a website. We process multiple records. There could be 2,000 pages or 500 pages. It varies based on the patient. For example, an 80-year-old might visit the hospital once or twice a week and will have a bigger file with notes and pictures of their visits. We follow HIPAA regulations for extracting patient information.

We use UiPath in various internal departments to automate our HR, financial, and IT operations, including access management and ISO compliance to control traffic. We have UiPath deployed both on-premises and in the cloud.

The primary use case for document processing, automating data extraction from previously hard-to-access documents. This saves time, reduces manual work, and makes hidden data more accessible and usable.

We use UiPath to automate the repetitive tasks typically performed by knowledge workers, with a primary focus on areas such as finance, HR, and supply chain.

We are a consulting firm. We started last year, and we are growing pretty rapidly. We have quite a few document-understanding processes that we are working on. We are a partner of UiPath, so we have various clients in different industries. Currently, we are processing vendor statements to create payments in NetSuite. We also have a three-way match cache application process, and then we have a basic user interface for scraping vendors' websites for payment data and that kind of thing. We are trying to figure out how to incorporate LOMs with everyday processes and get reliable information back. We are also training a lot of machine learning models to extract data from PDFs along with processing contracts. I hope that those get easier to train and that there are more reliable answers or outputs from the models that we train.

We use UiPath across a diverse range of functions and departments, encompassing accounting, human resources, loan servicing, employee progress tracking, and loan origination.

I'm a network engineer at a nuclear power plant, and I oversee multiple crews. I use UiPath to automate the voicemail system, send alerts, and run tests. Our company has about 12,000 employees.

We use UiPath for marketing, accounting, and sales.

We use UiPath to automate various processes across different functions within our organization including back-office operations, with a particular emphasis on finance, procurement, HR, and IT, as RPA technologies initially emerged from the finance sector. Also, we extend our automation services to areas directly associated with production and supply chain operations.

We have a variety of use cases, primarily in finance and HR, which make up around seventy percent of our use cases.

We use UiPath for automating tasks for customer operations.

We primarily use UiPath for RCM and it can handle most tasks effectively, especially when dealing with data extraction from PDF files. There might be more complex scenarios where AI could be more suitable, although the implementation might be challenging. We are in the process of evaluating these AI-powered use cases.

We had two distinct automation needs. First, we aimed to simplify the process of obtaining weekly updates on new employees. This involved automating navigating a portal, identifying new employees, and distinguishing between contractors and full-time employees and aims to streamline maintaining an accurate and current employee database for your company. The second use case focused on case number categorization. We needed to categorize cases originating from sources like SSM, DC Salesforce, and others into different categories, such as origin-related or finance-related, to prioritize and address them based on their urgency and type.

I use UiPath for a variety of tasks, including automating user interfaces, processing documents, utilizing process mining, performing test automation, and even handling natural language processing.

We use UiPath to automate the extraction of information from PDF files and populate websites with this data. Our primary goal is to save time for our business users, allowing them to focus on more engaging tasks instead of manually clicking and inputting information on various websites.

We use UiPath for invoice processing and PDF extraction.

I have been in three different organizations working with UiPath. In all of them, I had to create the center of excellence for UiPath. For automation, we decided to use UiPath because it was easy to learn. We had citizen developers involved. Most of the use cases were typical manual repetitive tasks and did not involve too much intelligence. I did not use the AI components in any of the use cases that I have done in the past. We mainly had end-to-end automation of simple processes. They were not too complex. I have worked in the energy sector, and there were processes that were connected to renewable energy projects, but they were not related to a good cause, such as improving sustainability. We also had processes that did not provide any financial gains for the company, but they improved the motivation of employees. For example, we automated a process to check employees' birthdays and sent an email congratulating the person and tagging their manager as well. There were no financial gains, but it had a good impact on employees.

We use UiPath for SAP automation, detecting document sections, web automation, and external applications. We use both UiPath RPA and UiPath Document Understanding. UiPath Document Understanding is for data extraction, while we use UiPath RPA for basic purposes and use .NET. We also used UiPath once to automate processes dealing with good causes, particularly in Ecolab. The company dealt with floor cleaners and hand sanitizers for hospitals in the US, and at that time, the demand for sanitizers and floor cleaners was through the roof. It was so high that we had to automate processes using UiPath to fulfill the number of orders coming in, for instance, thirty thousand orders a day. We use UiPath in multiple departments, such as HR, Procurement, and Manufacturing.

I'm currently working as a solutions architect as well as the lead developer for UiPath. I have a vast number of use cases in various sectors and with SAP enterprise applications. I worked in the insurance sector and health sector, accomplishing different use cases. I've used the solution in manufacturing in terms of procurement. We deal with a lot of products that come in and out and everything is being tagged in the SAP Enterprise application. We use UiPath RPA in order to close all the purchase orders that are already accomplished - and this needs to be done in SAP. UiPath is completely responsible for interacting with SAP applications in order to close purchase orders. I have developed a process that handles around 500 to 600 invoices a day, purchase orders a day. I'm running through multiple bots simultaneously.

We use UiPath to minimize human effort by automating repetitive business processes.

We use UiPath to automate processes.

Our use cases are generally related to front-end UI-based automations that emulate tasks done by teams. For example, we do front-end SAP automation for data entry and scraping or posting data to websites that are related to the organization. We use UiPath for other automations like extracting and manipulating data from Excel. The primary use cases are in finance, HR, and operations. In logistics, it's used in full-sprint solutions.

We use it for automation with different applications and use Document Understanding, AI Center, and Action Center.

We have been using UiPath to automate regular activities for a business. I'm currently working for a vendor that has a contract with a business. We are using the UiPath solution to automate all the activities that they have been doing on a regular basis. These activities have simple functions, mostly with Excel data entry and some internal applications that the client needs. So we use UiPath to take some input, and then we process the activities for the business. Then, we share our output with them as a report on a daily basis or a monthly basis.

We use UiPath to automate business processes. We use UiPath Orchestrator and other products in the cloud, but we deploy the robots to our own internal network. The robots are managed by the cloud, but they run within our applications on-premises. The UiPath administration system and configuration are also done in the cloud.

Unattended Automations are the best value from an RPA solution to an organization. It makes sure human employees are now more productive 95X.

We work with the government on HR-related data and banking reconciliation. We use the solution in the insurance industry for claims management. We use the product in different use cases. We use it for automating repetitive tasks, email and document parsing, and posting data from different systems to centralized systems. In most cases, we use it to compare different Excel sheets for reconciliation and updating the master system.

I am a UiPath developer. I have automated web-based processes like HR and finance. I have also worked on a use case consisting of web-based automation, Excel automation, and email automation.

I've used the solution within the healthcare system in the past. At this time, I use it for mortgages. I use the solution to automate any digital processes that have specific rules and steps to follow and can potentially save the company a lot of time and money.

We have many use cases, but the primary ones are on the finance side for intelligent automation. We use it for system updates and system manipulations.

We can't disclose our exact use cases, but we do intelligent automation with UiPath.

I work on database automation. We just delivered a dynamic workflow in an Excel automation as well. We work on many types of formulas. In addition, we develop physical automation. For example, we created a process that posts many photos at once on many groups.

We utilize UiPath to manage workflows and deploy application solutions into our customers' environments. UiPath simplifies various business tasks, such as automating applications, Excel, and segregating data. We deploy UiPath both on-premises and in the cloud depending on the customer requirements.

I use UiPath for invoice processing. We download all the invoices from our application and then send them individually to the respective customers via email. This involves email automation and automation of the user interface.

We use UiPath for developing and implementing technical applications that provide data solutions.

I am a developer, and I use UiPath to extract PDFs for invoices and logistics in the banking industry. UiPath can be deployed either on-premises or in the cloud, depending on the customer's requirements.

I work for a software solution company, and its use cases are related to HR products.

We use UiPath for automation. As a consultant, we have been involved in many client projects and deployed UiPath using a hybrid model.

I use it for RPA in bank reconciliation, credit card operations, retail banking, vendor invoice management, purchase order matching, and employee onboarding.

We are a distributor and most of our customers were manufacturing and financial companies, so the use cases fell into categories like financial, accounting, and procurement departments. We used it to improve business processes.

We utilize UiPath to automate manual and repetitive tasks that range from simple Excel manipulations to web scraping. We have several use cases related to refinancing, such as handling accounts payable for invoice processing, remittances, and accounts receivable, among others. In addition to that, UiPath enables us to develop public-facing applications that are integrated with automation. This automation is triggered automatically whenever there are user interactions or events, resulting in numerous use cases. For instance, if the requested data is not already available in the document, we can obtain input from customers using UiPath. Furthermore, we employ UiPath products for automatic invoice processing. When we receive invoices in PDF format, we digitize them using our own OCR engine. Subsequently, this information can be utilized to save data into systems like SAP. We extensively automate ERP systems, including SAP, Oracle, and NetSuite. We also use UiPath for application testing. We have built several test cases for suppression, user acceptance, and so on, which can be scheduled to run or run on demand.

We utilize UiPath for the automation process within our organization.

50 percent of our business involves Digital Integration Automation, specifically in the banking and finance sectors. In this domain, we automate various processes, primarily focusing on banking processes such as lending and loan administration. Our operations primarily revolve around the core banking systems of the banks. Essentially, we maintain complex systems and infrastructure utilizing over 20 automation robots through UiPath. We deploy on-premises, in the cloud, and also utilize hybrid models.

Our primary use case is for RPA. We use it for checking invoices and sending out electronic letters. It is also going to check the absence entered by people when they are sick and see if those fill-outs are correct.

The business side of our company has different processes and they send us requests to develop automation for them.

We use it mostly for the banking and insurance domains. We are a service-based company and the tools we use depend on our clients' requirements.

One of the use cases is related to material billing. For the material billing process, previously, when a vendor invoice came into our SAP system, our staff had to write invoice data and process the invoice. We transferred this process to RPA. We now have only one robot focusing on this project. It handles about 120 invoices in a month. We have not yet used UiPath's AI functionality in our automation program. We are always thinking about using AI and machine learning in our development, but we have not had a project in which we could use AI. We might use it in the near future. It is deployed on-prem, but we are thinking about changing it to the cloud.

We primarily use UiPath for science-related automations.

I have used UiPath for multiple use cases, such as data entry processes or extracting information from emails to certain applications. I have also used it for financial processes like invoicing and analytics, and there are IT applications like user onboarding.

UiPath is an end-to-end automation tool that helps businesses accelerate their processes by providing solutions for automating routine activities. These solutions enable faster and more efficient business exchanges.

We do workflow automation for some of the functions such as form-filling or filtering data accession on the client's web application. We use UiPath RPA for data accession and other processes. We have done workflow automation that: * Opens a client's website. * Filters out the current data. * Lists out all the records that need to be processed. * Opens each record. * Enters the details gathered from a spreadsheet or somewhere else. * Submits the application. It does that for all these users that have been filtered out. That's why we're using UiPath.

I use UiPath to automate getting the relevant data from Excel and PDF files and for normalizing the data.

I use UiPath for PDF automation. About 10 to 15 employees use this tool in our organization.

We use UiPath for replicating manual tasks and PDF automation.

My company builds software for various businesses, and we use UiPath to automate data entry, perform repetitive tasks, and develop and deploy the software. We also use UiPath for document management, reporting, and analytics. We use UiPath in multiple departments, including marketing and analytics. There are 17 users. Most of them are software engineers and developers, but our entire executive team also has access.

We primarily use UiPath for automation processes. One of the major use cases is the approval system that we have. Our system goes through a lot of approval and workflow steps, and we have automated the entire process using UiPath.

I'm using it for automation.

We have done a lot of things with UiPath for different customers. I have done Java application automation and PDF automations. We use it for all kinds of automation. For example, for one client, we're working on invoice processing, supply-chain automation, and their technical services.

We have two primary use cases. We use UiPath to scrape data from multiple websites and platforms, mainly for competitive intelligence and internal use. The other use case is basic automation, that is, moving files from one system to another when there is no direct integration. Through UiPath and leveraging RPAs, we pull data from one system, for example, an S3 bucket or Google Drive, and put it into our database.

We use UiPath to make processes. In addition to UiPath Studio, the platform that develops processes, UiPath includes other applications like Orchestrator, AI Center, Test Suite, Action Center, etc. I had the opportunity to work with UiPath Studio to develop and deliver processes to clients and scheduled them in production using the Orchestrator. I had the chance to automate many platforms in Excel, emails, et cetera. I developed around 20 processes. I work with many medium-sized and large enterprises and a few small ones. Typically, the clients send us their PCs, and we work on their infrastructure. My clients usually have many departments, and all of them use UiPath. I use Orchestrator in the cloud, but clients, like banks, prefer the on-prem version because of security constraints. For me, there is no significant difference between the Orchestrator in the cloud and on-prem. We can schedule and maintain robots. They have essential common functionalities.

Start small and then excel it is important for the Organization to increase the awareness and literacy about RPA.

1. You will need to start with Task Automation in most of your initials automation. ( Don't think big to start or else you will end up with only discussion no conclusions)
2. These tasks will be tied up to some part of the business process. ( Please see the tips below)
3. Focus only on task automation with a simple rule of targeting tasks that consume a lot of time of your IT/Business Users.
4. As a quick win go ahead with IT automation cases 1st and they easily help to spread awareness within the business by doing Show-n-Tell session with business.
5. It took me 2 IT RPA cases as our 1st quick win and took me 41 sessions with business users from various departments to get the pipeline for RPA cases.
6. If you follow this mantra you will soon see the results flooded with RPA opportunities - we have 40+ Identified cases and 175+ cases on task automation for ERP.

Please find attached snapshots :
1. How to Choose a correct RPA case: drive.google.com
2. RPA Case automation life cycle as you mature -> Task -> Component -> Sub-Process -> Process: drive.google.com
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Final Tip:
1. Identify RPA cases which are Highly-repetitive, Highly manual, Too many FTEs required.
2. Information intensive activity: Copying, pasting and validating data between systems, portals, application, pdf/excel files etc.
3. Rigorous keystrokes and mouse clicks, Hopping between applications
4. Any mind-numbing office task that kills time and energy
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Our primary use of this solution, as a company, was to eliminate or at least simplify and reduce the number of boring, repetitive administrative tasks that take our precious time. We are a business consulting company and lots of clients try to contact us on multiple channels that we are available on. Our company, in partnership with UiPath, implemented an unattended robot that saves our time and energy. We call it our colleague that works independently, full time and helps us without requiring emotional support.

We mainly use UiPath in CRM business process controls and transferring contracts to the ERP system. In addition, many information messages sent to our customers are managed by our robot. In this way, we provide more accuracy and efficiency by doing routine work with the robot.

We use it for financial use cases: purchase-to-pay processes, reconciliation processes, vendor payment, and merchant payments. This is just in finance. Then, we have retail order processing, order creation, PO generation, delivery note generation, and all those things in retail. We even have banking processes as well, such as a payments portal. We use it in most of the fields. We don't use cloud licenses. Most of our licenses are on-prem. We use both attended and unattended automation in UiPath.

We started using UiPath for our finance department where it provides us fantastic capabilities by automating one of the processes that is running overnight, a process which includes non-variable and repetitive tasks. Using SAP, as part of our regular operations, we have to submit some account details every night. We automated a process which was very time-consuming and structured, with rule-based tasks. Then we started with the sales department as well, on the promotion side. We are a beverage company and we have to set up promotions for our distributors and our customers. We have a third-party application that helps us with our promotions, but it's a very complicated application. We use UiPath to help automate parts of that application. These are two of the early and major processes which I have developed. As of now, we have more than 100 use cases which we have developed. Some are related to ServiceNow, some are related to SAP, and some are for Salesforce. We are using both its attended and unattended capabilities. We have more than 30 robot licenses, unattended and attended licenses. We are using their Automation Cloud.

We use robotic process automation to automate the business process of the company. We are using the Oracle JD Edwards. We have automated the HR process for the payroll and payslips. We used UiPath for the scanning of attachments and uploading/attaching them in the Oracle system automatically. Previously, we used to take a day or two in doing so. Most of the daily human errors are minimized. We used this for automated internal requests including automatic reconciliation instead of several clicks from the user and automatic correction of the master records or any change required.

I have been using UiPath in the healthcare area and right now, I am developing a healthcare project. I have also used it in retail projects and we have automated entire retail systems for vendors and customers. This has given them more reliable action and product services that are beneficial for both the organization and the user.

We were looking for robotic process automation and we have been trying the UiPath Community Edition. We mainly need to automate day-to-day activities related to wireless connections, such as our WiFi device registration process. We currently have three to four employees currently doing this process and it is really time-consuming. We want a bot to do these repetitive procedures. We will be doing the same procedure for server-side configurations as well for repetitive Windows-based processes. We are looking to save most of the system admin headaches.

My main use case for this product is process automation. For example, we use UiPath to make quick and easy applications for our internal office use.

I implement UiPath for other companies. My specialization is software integration and digital transformation. I also manage UiPath for some organizations. We're a digital marketing agency that helps companies undergo a digital transformation for data and analytics. We help them automate marketing and data analysis for researchers and the organization itself. The primary use case is to help the marketing department collect data about user experience and interaction. We also automate repetitive IT work and connect it with marketing. In other words, we extract data from the IT operations to use for marketing purposes. UiPath is also used in every department to reduce manual work. UiPath has workflows and templates for every use case. We use nearly all of them in all departments with pre-configured templates and workflows, but we mainly use UiPath for IT operations, marketing, and finance. And the three are our primary use for it. We build the procedures and generate automation. We use public, private, and hybrid clouds, but we mainly use public and hybrid clouds for our services. It depends on the client, but sometimes it's private.

The beauty of RPA is that it has many different use cases. We use the product as a standalone and as part of a bigger solution. Obviously, the tool itself is designed to automate activities that humans would do. But as the tool is getting smarter, we are able to do more types of activities. There were two big challenges in the early days. One was the complexity of the rules that you needed to adopt for a particular task and the other was the type of data that was being used as part of the business process. As we've gone along, the product has evolved and allows us to do more of the business process.

Our company is in the insurance industry and uses the solution to run RPA processes for the claims department to free up staff time.

Our company uses the solution to automate processing of intended and unintended regulatory transactions in the banking industry. We are just starting to use the AI function of the solution.

Our company uses the solution to automate used to be a completely manual set of processes.

We mostly use it for unattended bots. We are a construction company. Our RPA team does more of the complex processes for users. We take high-end complex items, that are redundant, off of the users' hands, then we host it on our servers. We have a bunch of unattended processes, about 284 processes.

We provide RPA solutions to different companies in FinTech, finance, and other fields. We are mainly working on their recently launched product called UiPath Apps, and I'm designing apps with UiPath Apps.

Our client wants to reduce their manual work, so they feel an automated solution would work better. The company has one staff member who is well-versed in automation, but they wanted us to suggest more solutions. We decided we should stick with UiPath since they are familiar with it. It's a local community bank with many feeds at the end of each business day. They have about 50 agents handling those feeds. The client caters to poor people in the community who tend not to trust banks. The community bank sends agents into the fields and shops. They show them a card and suggest that they save a certain amount of money each day. They collect it and take it in a book. They then have to bring the book back together with the money. They're helping the poorest of the poor to save money. Based on what they've saved, they can get a loan. The bank encourages customers to save, so they collect daily. They were bringing this data back to the office and entering it by hand. We showed them that UiPath could do all that for them. We prefer a cloud-based solution because we are a digital-transformation company. However, the client wanted to keep everything on-premises, so we needed to show the benefits of migrating to the cloud. In Africa, power is a problem. Energy costs a lot, and power outages can disappoint customers. In the end, we won them over by showing them the advantages of the cloud, so UiPath is deployed on the cloud. It's highly available, and they want their data to be accessible all the time. We have about 30 UiPath users, most of whom are IT Administrators. We use the generic term IT Administrators. The company is structured so anyone can be deployed anywhere at any time. We use UiPath extensively in the particular scenario that necessitated our initial use. If we get more clients seeking to reduce repetitive tasks, I believe we will continue to expand our usage.

We used this solution to automate monitoring, implement robots, and monitor the robots. We use it for network monitoring, ticketing systems, and remediation activities. This is a SaaS solution. This solution is mostly used by network engineers in managed services. The engineers look after telecom networks, and they are the end users. For automation, a sizable team of developers, specialized automation developers, and solution architects used the solution. There were about 20 ERP developers and 10 solution architects. We plan to automate some of the business processes regarding financial reporting.

We use it for the automation of internal HR processes in our company.

My primary use case with UiPath is to automate workflows for processes in web-based applications, such as email and Excel automation. We also use it as a task or workflow management tool, capable of assigning tasks, checking on the status of tasks, and more. Another thing that I have been doing with UiPath is replacing repetitive tasks performed within the organization. Automating such tasks makes the related process smoother and faster. We are using the UiPath automation cloud offering, which is a SaaS solution. One advantage to this type of environment is that we can get updates instantly. If it were an on-premises or hybrid model then the setup and maintenance take time, but this isn't the case with a SaaS model. This instant setup is what we needed because it made for a smooth transition from manual processes to automation.

We suggested UiPath for one of our company's clients to automate DevOps processes. This is a part the company doesn't want to touch. They tried automating with Ansible Playbook and Terraform. We wanted to eliminate human intervention altogether. We are still transitioning from dev to staging and then production. We have done most of the research. We will move from staging to production if it works with our architecture and can be scaled. Our client is one of the biggest companies out there. There are maybe a million users worldwide. They primarily focus on the Asia-Pacific region, but there are also users in Europe and the Americas. The client has several web applications and a hybrid structure. Some data are on the cloud, while other data is on the on-premise servers. We created solutions for them over the years. We have an SI and DevOps team working in parallel for years. Our goal was to automate everything that could happen without intervention.

We use the solution to speed up automation. We were looking to overcome the challenge of handling vast amounts of data, and we use UiPath to create bots to handle that. Tasks can be automated, and human error is reduced.

We are working with automation, and it is very useful for my enterprise and our clients. We are using UiPath for building applications for automation purposes. Some of our clients are in the banking industry. They ask us to create applications to automate their processes, and we use UiPath for that.

My previous company was in the banking sector, and we had done automation with websites, UI, SAP, Excel files, and PDF. In my current company, it is being used for finance and HR. We have ERP, CRM, chatbots, etc. We are using this solution to integrate different systems. I use UiPath Studio to develop the code, and I use UiPath Orchestrator to publish my work. We have our own UAT systems to test the code. We can install the UiPath in the test environment and find all the compilation errors in the debug mode and fix them. We also have version control. If we upload a version and it doesn't work, we can downgrade the version. Everything is tracked in UiPath Orchestrator. We are using it on-premise. In my previous company, it was on the cloud, and we accessed it through the cloud.

We have plenty of processes that need to be automated, including IT processes like user onboarding. We need to create profiles across all systems for every user that joins the company. There are also custom processes. For example, there is an insurance process when our company leases a vehicle and also a loan creation process. We need to automate internal hospitalization claims. UiPath handles all of the associated data and document automation. We use UiPath with Aviro for document automation. We use UiPath's drag-and-drop APIs, but not much because we only have three APIs connected to UiPath. We aren't using AI or machine learning because the AI applications weren't available when we deployed and our current license doesn't include UiPath AIs. In the future, we plan to use AI. Our current goal is to automate all the old departments. We've done about eight departments, and four more are in progress. After we complete this part, we'll implement the AIs. Until then, we're just working with the existing features. We use the on-premises version of UiPath, with all the servers running through on-premises platforms. We have separate database and application platforms and a robot that runs through the VM, so we have a separate VM blade for that entire robot. We also have another data warehouse for that storing that data. We currently run on 19.4.4, but we plan to upgrade to 21.10 in the near future. The latest version doesn't support Internet Explorer, but our co-banking system only runs on IE platforms. We need to rebuild our operations before switching to the new version. That will take some time because several large processes need to be automated. Until then, we will continue using 19.4.4.

My domain and expertise are in life sciences. In life sciences there is a process called pharmacovigilance, which involves monitoring the effects of medical drugs after they have been licensed for use. I create end-to-end automations, for case processing and full data entry. The customer will store details in an Oracle-based pharmacovigilance platform called Argus, where clinical data from the client and the product are stored. The UiPath bot has to capture the cases from Argus. Once a case has been input into UiPath, a mandatory status check, duplicate search, and case processing have to be done. It then needs to perform full data entry in Argus. The full data entry consists of more details like patient information, product information, event information, and so on. The bot needs to validate and input those details into Argus and save the case. Some days there will be 1k records and on other days, there will be 2k records. On average the bot will process 12k to 13k records.

I use it for automating activities and processes in my company, and for discovering new automation opportunities. UiPath is my main tool for automating every process in business operations. One of my main use cases for UiPath is around service desk and support center operations. I use it to take tickets from customers and users and automate answers using UiPath's machine learning. It links the questions to documentation where we already have answers. I also use it for automating invoices with the pricing and other information and sending them to customers when they buy an item. In addition, when somebody subscribes to a newsletter I have set up a process to send an email in reply.

My primary use case is automation. I worked in multiple companies with the same product on the same profile, and most of them were automation. The actual business use case would vary from company to company, and project to project as well.

One of the projects we have been working on is for a medical company. It includes fetching medical records from the company's web-based portal. These records have to be pasted into Excel and consolidated. We then send them back to the client via email. We use Orchestrator to schedule the process to run every day at three intervals. It is running as an unattended bot. We have also used it for another company to help with their employee onboarding process.

The solution is used for automating repetitive processes within our entire organization.

We are a service-based development company and we implement automation for our clients. UiPath is one of the RPA solutions that we use for this. A recent use case that we implemented for a client involved a macro in an Excel sheet. The macro contained approximately 1,000 lines, and it was being used in an Excel spreadsheet about 10 pages long. They had dropdowns within the sheet that had to be set, depending on the action. They also had to work with some of the logic themselves. With UiPath, we implemented a solution where the bot will create a task. It first checks to see if all of the necessary conditions are there. If they are, then the bot will automatically run the macro. If instead, some of the values are missing and user input is required, then the bot will create a new task to request the missing items from the user. It uses the UiPath forms and the client will receive an email to say that a task has been created and that it will be completed once the necessary values are selected. Finally, once all of the values have been selected, the bot will run, use the input, and complete the execution of the macro. A second use case for us was done using the Action Center. In this case, our clients send emails, and we have API calls that are done in response. Once an email comes in, a message ID is created and assigned to it, then it is turned into a Queue item. At that point, the user is presented with different actions that are dictated by the content of the email. Depending on the user's selection, there are three or four paths that it can take. Ultimately, the bot will send an ETA and some request data to the appropriate parties, which is controlled by yet another process.

I'm not currently using UiPath, but in my previous organization, which I left seven months ago, we had a complex trading application that included a web form and a Windows form. And on the Windows form was an Electron framework. If you want to run a web application inside a Windows application, Electron is a bridge between the web application and the actual Windows app. Because it was a complex application, it was not very easy to automate. That's where UiPath came in. It perfectly fit our automation testing scenario.

At my company, we automate everything, including the ERP. It's for logistics as well as the production. 90% of our use case is automating SAP and the bonus software.

We are partners with UiPath and Automation Anywhere. We use this solution for IT services and for the education sector.

We are using UiPath for automation processes in an insurance company in the finance department.

We have deployed a chatbot in our system.

We have two use cases. One is for our claim accessing process, for which I have developed a process for logging into the client's application. It includes launching the browser and getting logged into the application by entering the username and password and handling two-step verification. Handling that requires some logic. Once logged in, it navigates to the claim status feed and selects the organization's and payer's details. It then enters the required details of the patients. These details are given by the client in an Excel document that the process reads. It searches for the values, one-by-one. If there is no record for the patient whose details are entered, it will throw an error stating that there are no claims present. It captures such exceptions and records them in a separate Excel file. If that person's claim is present, it fetches 25 to 35 key details from that record and they are written to an Excel document. Once the process is done, the Excels will be sent as email attachments to the client. The second process that I am currently developing is one where I need to get the data from Google Sheets. This process involves four or five practice management systems. It has to log into each practice management system and, for each one, it needs to schedule appointments based on the data present in the Google Sheet. The process involves navigating to the respective screens, filtering the details, and entering them in a CSV file. Based on that file, we have all the data related to patients' records. The process checks the patients' payment records. There are exception-handling routines and any errors are noted in an Excel sheet. Once all the patients' records have been completed, it closes the application and sends the data to the respective clients. It produces a log file in Excel as an attachment, as well.

We're doing mortgage loan processing. When people are applying for a new loan, we're using it to gather all loan documents and validate the property ownership and do a title search. We then put the loan documents in a package. We are using its latest version.

The solution has provided assistance with the removal of repetitive human transactional activities; document to text solutions; complex data extractions; cut and paste operations; information content management. This is either supported in promoting strategies with our business partners, or implemented at our clients, or included in products we develop for our clients. We use it in our own operations that have been migrated to other products or solved with coding or third-party software offering solutions to specific needs. Solutions are based on client sites and our clients pay for their own licensing.

Our primary UiPath use case is reconciling data and getting data from the web and writing to either Excel or our system. The automations are very reliable.

We primarily use the solution for operations processes in our corporate investment bank. For example, screen scraping, querying from databases, or any transactional processes. Those are what we're really looking at the most.

We typically solve for any use cases that falls under different business functions within our company. That includes finance, supply chains, services, IT by itself, and a little bit of engineering.

My experience in using UiPath, in general, is in developing traditional bots, assisted bots. There are the typical mundane applications that we're trying to remove in order to add value to customers. The solution is used for extracting information from documents and consolidating data, maybe from various Excel sheets. I've used applications, such as PDF, Tableau, and a number of different entities as well. It varies.

We primarily use the solution for legacy data transfer, UI automation, CRM and ITSM automation, and call centers. Specifically, in call centers, using UiPath forms and form render has been really helpful.

We primarily use the solution for our clients.

Our primary use cases are within the financing and HR teams right now. But of course, there's a lot of opportunities in the clinical space and with MB services. We have use cases in all of those departments throughout the organization, but right now we are engaged primarily with the HR and finance team. We have two automations in production right now. We just started our COE and it's been exciting so far. We are building things and have identified quite big end-to-end opportunities.

I work at a financial firm where we do trade settlement activity. We are using UiPath for cleaning up data, doing reconciliation, and finding where the trade breaks and trade files are. It helps us lay the groundwork for the value add work, which comes later.

We have multiple accounts sellable, accounts payable, corporate finance, and supply chain use cases. We have started some use cases at the factory floor automation as well.

Our use cases for UiPath are all across the board. We started primarily in the finance and accounting sectors and moved to our integration center, which is made up of individuals working with our field operations folks to schedule and conduct work. We have also moved into HR and found a lot of hours there, as well. We have also done automations for our IT and supply chain sectors. We probably touched about 15 different business units within our organizations with UiPath automations.

Our use cases have evolved over time. We have use cases for screening and onboarding candidates, feeding new hires into the payroll system, and timekeeping. Right now, we are working on a document understanding use case. It is going to help us read supplier insurance forms.

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.

Our primary use cases are in our financial department. We had a bit of a downturn, but we still had work that needed to be completed. So we developed several automations to manage a lot of the financial work and a lot of our payment processing systems. We expanded that out to include more of our traders' work processes, just because we saw there were a lot of workloads coming in and a lot of repetitive work. So we used UiPath to eliminate a lot of that for our commercial traders, then we did the same thing for our operations and production teams so that they have their own automated processes. We plan on scaling it and using it in more functions.

Currently, we are using it for reading emails. We download the attachments that we get in emails. After downloading those Excel sheets attachments, we process the data based on a few rules. The processed data is input into the SAP application. In the SAP application, based on the business rules, we process the data and commit.

I am a software developer and I am a full-time RPA developer for my company. We create automation for internal purposes as well as for our clients. I have implemented 15 to 16 processes end-to-end that cover use cases including Excel, front-end web-based applications, backend Windows applications, and sometimes Citrix. I have also done some Adobe Flash Player automation. The REFramework (Enhanced Robotic Enterprise Framework) is what we use for most of our use cases. We are using Studio for development on-premises and we use Orchestrator in the cloud.

For a current client, we have around 22 to 25 use cases, and it's all based on the financial side of things. The client is in finance, and we have use cases all of which are comprised of different tools, including SAP and their in-house CRMs. It's about automating the process where we take some data from the CRM tool and upload it to SAP. It also involves uploading the files to the FTP server. For example, one use case is where the applications used are Oracle, and SAP, and STP. We just download the data from Oracle. There are different files that we download from Oracle and upload to the FTP server. From that FTP server, there is a different team that takes those files and creates a Tableau dashboard.

We have automated tasks within our organization and are automating our marketing applications. Internally, we have automated in-person and webinar event creation for Microsoft. Whenever there is a request for creating an event that is covered on, for example, either on Jira or the Dynamics 365 application, the task makes an API and pulls data from both sources. It then creates an event on Marketo. It runs totally unattended. We have actually saved the build time that was previously around 45 minutes and we have reduced it to just four minutes.

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.

We have worked on multiple use cases, but most recently, we have worked on a payroll system. Previously, every month, we had to manually get certain details from HR, and we used to do the pay run for all employees in the organization. Now, we automatically extract the required information from the current system by using UiPath. We then prepare a sheet by using Excel, and the entire Excel sheet is processed by a bot. The final sheet is sent for the payslips for the entire organization, and the entire pay report is sent to the bank for payment details.

UiPath was used in-house in my first company for automating processes. We had deployed it on-premise. In my current company, we are giving UiPath automation as a service. We help companies with automation. We set up UiPath from scratch and help them achieve their automation goals or strategies. As a service, we have done on-premises and cloud deployments. From a service perspective, we deal with a lot of clients who are predominantly in the oil and gas sector and energy sector. They have SAP systems for their ERP, and their use cases mostly revolve around automating SAP processes such as invoice automation, joint venture reconciliation, balance sheet reconciliation, and intercompany netting. So, the use cases usually revolve around the finance tasks, but sometimes, we have also seen use cases related to the supply chain and planned maintenance, such as purchase order closures, work order closures, and comparison of the work order plan with the deviations. In terms of the version, we always have the latest version. I've also used 19.4 and 20.4 on-premise versions.

I am a service provider and developer who implements UiPath for our clients. But in the company that I work for, we also use UiPath to make invoices for ourselves and, mainly, for payroll activities. We need to get reports from our HR tool and combine them with another source of information where employees are recording the hours they spent with various clients. We then create the documents needed for the IRS. In our case, all the users of UiPath are data entry specialists in different departments, such as HR, finances, and marketing.

We have a cross-platform infrastructure, where two servers are sitting. We have Orchestrator, which we connect to our virtual desktop infrastructure (VDI). In the VDI, we have a UiPath stationed. From India, I work for an Australian client. Previously, I worked for a European client. In order to work with the client network, we have a dedicated Wipro laptop. In that Wipro laptop, we log in and connect via the VDI. In that VDI, we have UiPath Studio. Using UiPath Studio, we are doing development for the client and automating functional business processes. We are extracting data from Salesforce using a particular report that is sent by the business SMEs. We pick exact fields end-to-end, then we put these values into Salesforce. Next, we extract the value and data from Salesforce, putting that into an Excel application. After putting the return to Excel application, we generate a service request for the business and send transaction reports of the bot's performance and accuracy at the end of the day. The business was taking around four to five hours. Our robot takes around eight to nine minutes in order to automate this end-to-end automation. For another use case, there is an application that submits invoices for an insurance client in Australia. Right now, the business is doing this. Whereas, the bot operations reads a file on the hard drive, picks up that file, and puts it into SharePoint where the bot performs some operations. After doing those operations, the bot will report the status, whether it is valid, invalid, or an exception. When we get the file, we develop the application that submits the invoice. After that, we capture the data from the Excel application and submit a request. This is an end-to-end process. This bot only runs after business hours, five days a week, so it doesn't impact the application. With this process, we send daily transaction reports, the success ratio to the client, and present the entire picture to our peers and business holders. We have set up our own cloud, which is internal. UiPath has a different cloud. Per our governance, we are not allowed to use another cloud. We are using our hosted internal cloud, which is hosted on our internal servers in Australia.

I use this solution to automate business processes that are rule-based. This includes the automation of different applications and background processes, such as posting invoices.

I have worked on a number of use cases, and one of them that I can discuss was used in a contact center environment. This is a project that we had done for an automotive insurance company, and it had to do with incident management. Our contact center received the first notice of loss (FNOL) from incidents, such as an accident. When an accident occurs, they raise a ticket to our customer service representative. This can either be done using a chatbot, which is integrated with our ServiceNow platform, or they can call the customer service representative. In the latter case, the customer service representative will pick up the call and get the details. This includes adding their insurance ID and a couple of other fields, and that is integrated into our system. Our system was acting as an intermediate between their existing platform and ServiceNow. Part of the system included a database, where they were checking to see if the insurance amount the claimant is asking for is above the limit. There were other similar business rules, as well, which the bot was responsible for checking. Based on the result of these checks, the claim was automatically approved, and then a corresponding ticket was raised in ServiceNow. There was also a manual process, where there was a person who would go to the site where the actual accident took place. They do their analysis, and then they create a review report, and that report would automatically be handled by an attended robot. The robot would take the detail from the agent and based on the review, fetch certain details like the approved amount. The bot is responsible for sending other information to ServiceNow, including, for example, details about damage to the vehicle. If there are scratches on the front or scratches on the back, then these details are all posted to ServiceNow. At that point, ServiceNow has a workflow that is initiated. The workflow uses the information taken by the representative and moves from the review stage to agent verification, and then to a mainframe. The system running on the mainframe is responsible for generating checks, according to the amount that is approved, and then mailing them to the claimant at the address they have on file.

In our organization, we are using UiPath as a service model. It is an on-premise model where UiPath is deployed on-premise. We are not using it on cloud services. We have a center of excellence that has been set up to communicate with UiPath for all the licenses, for all the tools, et cetera. Individual teams will connect and will communicate with the development team to get those licenses. For the team structure, we have a COE manager, and a COE is again communicating all the relevant information to the teams. First of all, you would have to go and submit an idea to the COE team. The COE team will review and see this is the correct candidate for our solution and we can leverage it as automation. They provide us with the required licenses and the cycle continues. The use-cases for the UiPath are limited. For example, if you are coming from a banking background, there would be use-cases it comes from the data solutions. If you are coming from an insurance background, would have use-cases where you would have benefits that are being reconciled. Healthcare might be dealing with patient data, et cetera. If I talk about the support teams, in general, the use-case for the UiPath is as a ticketing system, where you have a lot of data to add to the queue to remove the need to add items manually. UiPath has the ability to implement with multiple systems. You can extract the data from any other application, click the data to enter the specifications, and start the automation cycle. That way, you have a technology that helps you to build a fully automated enterprise. Our use case depends on the client and their needs. It's specific to their industry. We basically use the product to build automation for them.

I'm using the product primarily for building automation projects for shared services users. It's for internal customers. It's a shared services center for finance, HR, IT, and all processes like that. UiPath enables you to implement end-to-end automation starting with process analysis, then robot building, and finally the monitoring of automation. I use UiPath mainly for building a robot. I always use unattended bots. However, I also use it for task capture. I use the Task Capture feature a lot. It's pretty much a game-changer since Task Capture has become available, as creating documentation takes a lot less time than before. As for UiPath, I'm using it for building a solution and then testing using not only UiPath but also Orchestrator. In the end, we also use some document templates from UiPath. It's pretty much present all the way through the life of a project.

I am an automation lead in my company. I have eight to 10 people on my team. We do process automations, end-to-end automations, and any business application automations. We are implementing solutions to improve our organization's efficiency and speed of work. We are using AWS and Azure. We implemented UiPath on our Azure Cloud, so we don't need any physical devices or physical servers. We are now moving towards a hybrid cloud where we are using Azure Cloud.

Our core business is BPO, which is Business Process Outsourcing. We have massive operations that we have to perform for our customers and we have a digital section of the company that is assisting with that. The digital section is relatively new, being no more than two years old. We are building a number of solutions and tools that our digital section is using, and RPA is one of these tools. The goal is to help our customers innovate and assist them with their digital transformation, ultimately making them more efficient and more profitable. This is possible because some of the processes are very repetitive and performing them with humans is a very bad choice. We have a hybrid environment, where some of our functionality is on-premises and some is on the cloud. For example, we have some cloud-based automation, and we use UiPath Apps, which is on the cloud. We had a successful use case at the beginning of the year where we needed to process a large number of invoices that had contained errors when they were originally sent to the customers. There were approximately 200,000 invoices and we had a deadline of four days to complete the task. It began with us developing the bot, which was completed in less than a day. After that, we sent the bot to our production environment to start processing the invoices. We were successful in the task, through the parallelism of 50 robots, we could process 5 invoices per second. We have some metrics that describe how long it would take the process to be completed manually. It takes a human an average of between 60 and 90 seconds to process just one invoice. We estimated that it would have taken approximately 125 days to complete this task manually, with between 250 and 300 people working on it together.

I am a part of an eCommerce company. Our company is separated across the country, and we have more than 30 locations/sales offices across the country. We have a couple of manual use cases that my team automated. One of those use cases is data entry. As an eCommerce company, we have a lot of data that we need to enter on time so that our customers can use and can order with it. We have a sales team of 20 people (out of 50 to 60 people) who are just doing promotions. For promotions, we need to analyze some financial analytics for the next month. Most of the time, there are various formulas in our Excel. Using UiPath, we have successfully automated this. This is a third-party tool where we just analyze all the promotions and sales per the market. Basically, we need to capture the price offered by our competitors, e.g., what is the price of their product? We need to analyze and set some good prices for our customers. UiPath helps us to accept all the information from over the web, putting it into Excel and saving it. We have a weekly activity, and UiPath helps us accept the data within five or six hours. We just accept the data from our competitors' sites and analyze all the information, then we set our prices. Therefore, this is a wonderful tool for processes, which we have automated in our area recently. We are using both attended and unattended automation. We are using Automation Cloud as well as doing work on Microsoft Azure.

Most of the automations that we work with are internal to our systems. We are also trying to use it with BPM.

We are using UiPath primarily for unattended automation. We are automating processes for business functions like finance and go-to-market. We have Orchestrator which is hosted on the cloud and we also have UiPath deployed on-premises. We have three different instances of Orchestrator: one for development, one for staging, and one for production.

We primarily use it to reduce manual effort and to increase accuracy and on-time implementation. We perform end-to-end automation, since we are a company where SAP is used very widely. We use UiPath for SAP automation. We develop both attended and unattended solutions. We're using the platform as a service and it's hosted on-premises.

We are a small but global company. We are about 1,200 people. We are a logistics company, and most of our employees work in our warehouses. So, our office workers are somewhere between 400 to 500 across the globe. Being a logistics company, we are maybe a little bit old-fashioned. There are a lot of papers going back and forth, and we are trying to automate different scenarios. We cater provisions to ships, so we are basically a grocery store for ships. One important thing is when a ship is going into port somewhere, they put in an order for whatever provisions they need for when they leave port again. So, we need to be quick at expediting their orders. When they put in a request for a quote for whatever products they need, we need to respond very quickly, because the tendency is that whoever responds first gets the order. So, we want to do that. We are trying to sort of increase the speed of those types of operations as well as the quality of them. It is hard to really pinpoint what it is we are doing, but it's the communication between customers. When we receive a communication from a customer, we want to move the process through our company as quickly as possible and with high quality. We are fairly new to UiPath still. We do intend to use it company-wide and have started out with purely unattended scenarios so far.

One of the use cases that I have recently completed is related to SAP and the interaction with Excel and our internal application. We are going with the JD Edwards EnterpriseOne ERP application and we used UiPath to help in this area, and were able to do so within a few days. Some of our people are going for process automation and some are doing desktop automation.

We develop and deploy use cases in the area of the cloud. We have deployed over 100 use cases. Most of our use cases are related to SAP applications, web applications, and mainframe applications. One use case example is related to mainframe applications. The bot monitors mainframe applications 24/7. If there are any new jobs, they are identified, then the bot changes the status of the job to differentiate it. Previously, we are using the 2016 version of Orchestrator, then we upgraded to the 2018 version of Orchestrator. Some clients are deploying the 2020 version. It depends on the client. We suggest using a version back to clients, i.e., the 2019 version. We automate retail, sales, and agricultural services.

Most of our use cases are related to business, like reconciliation and reporting. Therein, they have some internal applications to automate SAP automation and Salesforce Automation. Our most recent use case is related to documents, like the invoices coming from customers. We have to extract that data from invoices via different formats, e.g., some are digital formats and some are scanned formats. So, we have to extract the data, which we are doing with the help of UiPath. We are using both attended and unattended automation. For 90 percent of our use cases, we are using UiPath for unattended automation. I use UiPath almost every day. When I finish developing one process, there is a new process to develop. If a process is complex, it almost takes six to eight weeks to develop it, then you have to deploy it for monitoring. After that, the next process comes up.

I have multiple use cases as part of this solution, since I work in different domains with different technologies and applications. We use attended and unattended bots. One use case was for a credit-based client where we worked on the UI automation of the application. We were using UiPath Automation Cloud because our team is spread across different geographical locations, like the U.S, APAC and EMEA regions. We had different RPA developers who are developing the script simultaneously and putting it on the system, and our business case was that we wanted to automate the UI applications. Since there were different developers in different geographical regions, they created the bots on their system. Due to the cloud offering, we were able to move the bots to production using a click of a button. There is also an Orchestrator offering as part of the cloud, which is hosted. Once we had a thorough peer review of the bots being developed, we pushed it to our production-ready cloud-based Orchestrator. From there, we use it to run the script. That is an unattended bot, which is also one of the features. Since it is a credit-based UI automation, there are some instances where manual intervention is required in order to see whatever data is sent out to the client, if it is in the correct order or not. That is why we use the unattended offering of UiPath. Both these technologies help us a lot in creating our production-ready implementation. For another use case, we did an implementation in the SAP application. It was a procure-to-payment (P2P) cycle, where a third party sends out the invoices which get fed into the SAP application, then it gets verified and goes out to the payroll team. Once that is verified by the payroll team, the payment is released to the concerned vendors. All these points of entry were being done manually: the third-party invoices entered into the SAP application, SAP verification, and the payroll team verification. Since it involved a lot of financial data, people were very hesitant to get it automated. However, since we had this UiPath offering, that initial hesitation was turned into a very good implementation of whatever we wanted to achieve as part of this UiPath automation. We were using the unattended bot as part of the cloud offering. We ran the processes at night from Orchestrator, so people working from home didn't need to stay up late in order to run the processes. Since we were using the cloud unattended bot service of UiPath, we were able to trigger the whole process in a single click of a button, which is amazing. As part of the UiPath offering, we have three offerings: Studio, StudioX, and Studio Pro. These three offerings are provided via cloud on a single system and installed on our laptops or desktops. I am working as a senior analyst. As part of this particular role, I have to cater to the client's needs if they want to get a UiPath implementation. Then, I do the consulting as part of the implementation. I also get involved in the PoC development and how we should use the cloud offering, e.g., what benefits are there.

We have a use case that involves an invoice billing process, where vendors from an external organization submit their details for the invoice. This automation works as expected, independently of anything else. It is also a good example of how we were able to scale RPA benefits in the company with the automation of a specific process that requires human-robot collaboration. Our internal tools include the database where all of this information is stored, and we have a second automation that is used by the billers in our organization to tally the data that includes details such as what each vendor has submitted to get their payments. We built a third automation in UiPath, which basically compares these first two. But, due to the complexity and the nature of the tally that has to occur, we require some human input in between certain steps. For these particular steps, we have developed a four-bot configuration. These are four separate bots that run and a couple of them have an attended automation part, where a human can intervene. It's a verification step, where the human can decide whether or not something is okay. Specifically, the bot compares two fields and if they match, then it's great, but if not, it triggers a request to a human user for manual verification. If they approve then it is marked as a successful verification. Because we use technologies like OCR, there are details that cannot always be interpreted properly. This is where we need an additional check, which is the reason that we have humans in the loop as part of the process.

We use UiPath to automate business processes such as certain types of reporting that have to be repeated on a month-to-month basis. Another example is invoicing processes, which can be automated. Generally, it applies to different business cases for enterprise automation.

We use it with ServiceNow for maintaining tickets. Our task works to automate some scenarios such as software updates. In that scenario, there are some repeated steps. We use UiPath with Python scripting to automate those repetitive steps.

We are using attended automation. I help drive a lot of products in UiPath. Now, we are using their data process mining and document understanding features. We are creating forms, then putting data on the forms, so our attended bots will work.