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Robotic Process Automation (RPA) Excel Reviews

Showing reviews of the top ranking products in Robotic Process Automation (RPA), containing the term Excel
Kofax RPA logo Kofax RPA: Excel
Alexandre Cordova - PeerSpot reviewer
Solutions Architect at Latourette Consulting

The solution is excellent for consulting websites. It helps make it possible to send information. They make it possible to download the solution or allow clients to upload files.

The initial setup is pretty straightforward. 

The configuration of the product is very fast and easy in comparison to other options.

The pricing of the solution is quite good.

The product has been very stable.

The solution can scale.

Technical support is very helpful.

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Venkateswarlu Paturu - PeerSpot reviewer
Service Delivery Manager / Architect at a tech services company with 201-500 employees

The flexibility to use already-developed components is really good. You can use it for Excel-related operations and other things.

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Pega Robotic Process Automation logo Pega Robotic Process Automation: Excel
Vijay_S - PeerSpot reviewer
Practice Leader at a tech services company with 201-500 employees

To use Pega RPA, you have to be mature. If you are interested in RPA, I would still rank UiPath first. Pega would be the second recommendation and the third would be Appian. 

Salesforce does not have a large RPA at this point. For pure RPA, there is no question that UiPath would be the suggested product.

Pega and Appian have to achieve a certain level of maturity. They are still a part of the product line and are still excellent products similar to OpenSpan, Jira, and also Appian. The integration is not as smooth as expected and it might take a year to get seamless integration.

If I were to rate Pega as a suite, I would rate it a nine out of ten. It has CRM, process implementations, customer experience, and has RPA.

I would rate Pega Robotic Process Automation a seven out of ten.

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Automation Anywhere (AA) logo Automation Anywhere (AA): Excel
Team Lead at Accenture

As a developer or user, I feel that the performance of the overall package could be made a little better or reliable. For example, if I'm opening up a heavy Excel file, which is uploaded in some shared drive over the net, and I have my box coded to open that Excel to do some work or formatting on it, and depending on the network load and the size of the file, this client version while trying to access that file becomes unstable at times. It goes into the hang position until a human being comes in, ends the task, and restarts it. Until this happens, it does not respond. 

In version A2019, it's moving from a software installation infrastructure to a cloud-based infrastructure. I am hoping that the end-to-end deployment from conception to coding to production will be much faster than it is right now. That really excites me as this is a feature that I suggested to tech support.

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Prakasha S - PeerSpot reviewer
Solution Architect at Accenture

They offer excellent customer service. No complaints except that every time they ask for a software upgrade as soon as they hear about an issue, which is not actually a good solution. Otherwise, they have very good knowledge of most of the issues. 

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reviewer1390509 - PeerSpot reviewer
Associate Manager at Accenture
  • We have validated all the primary features of A2019. New features can be added just by updating the new Package (a group of commands).
  • Pass Credentials in CR Directly to run a bot on any device.
  • Instead of installing AA Client, we will just install Bot agent on the runner machine. 
  • Excel commands are classified into two types Excel Basic, Excel Advanced By giving a lot of scope to use a wide range of Excel operations.
  • Instead of using AA Client, A2019 provides users the ability to create bots directly in the control room.
  • Flow, List, Dual Views enable the user-friendly environment.
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RPA Program Manager at a engineering company with 10,001+ employees

We have used RPA technology to build solutions which are across discipline and cater to end to end business process. At the start, we were performing use cases that primarily dealt with the Project Control group as most of the manual activities are based on the Excel operations which are either Macros based or involved tedious manual upload to the system in a periodic manner. Later we moved our strategy to cater to the more enhanced solutions which were primarily digital solutions involving - OCR, AI & ML. We were focusing on the Engineering Drawings which were more Unstructured & had the potential to create a Digital Workflow using the unstructured information.

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reviewer1464540 - PeerSpot reviewer
Software Engineer at Capgemini

The technical support is excellent.

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reviewer1468968 - PeerSpot reviewer
Senior Project Engineer at Bradsol - Brad Contech Solutions

In one of my insurance domain processes, I need to extract the details of customers from an input Excel file and I need to update details like Address, DOB, and Names, all based on their requests in a web-based application.

With respect to our environment, we used Excel commands for doing operations and we faced a few Excel issues in production. Everything was fine in Dev and QA. Then we used Excel as a DB and it provided a permanent resolution.

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reviewer1454262 - PeerSpot reviewer
Technical Specialist - Senior at HCL Technologies

I have automated the applications that we use for daily checks. We automate the application health check functionality, capture the result in an Excel sheet, and share it.

By using this, we are saving time and we no need to do routine work, as it is now automated and the result is shared with all of the end-users. We are able to navigate if any further application changes.

It captures all of the day-to-day activities and monitors the jobs at the time we specify. It helps with all technologies.

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Senior Analyst at Capgemini

We primarily use this product for Web Applications, Outlook, and Excel.

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Business Operations Associate at ZS Associates

We use AA for automation of daily mundane tasks, which allows me to focus more on tasks that resonate with my interests. These are Excel-based daily tasks.

We also use it for:

  • Automation of long, rule-driven tasks that only require some fixed mouse clicks & keystrokes. This saves time and reduces human error
  • Deployed bots to work alongside human counterparts for cross-communication between legacy and new platforms.
  • Automated data entry and data validation workflows for 24/7 output.
  • IQ & Discovery bots for more complex use cases that require image processing & artificial intelligence.
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reviewer1459914 - PeerSpot reviewer
Project Control Services Associate at Accenture

We use Automation Anywhere to automate web-based administrative tasks. For example, we have a task to extract Excel reports from a site to gather issue tickets information, filter and compute the data, and store it to the SharePoint site. This is done manually and takes five hours to complete daily. Using Automation Anywhere, we created a bot that extracts the data from the site, filters and computes the extracted data to generate the report according to required output and format, and uploads the report at SharePoint.

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reviewer1455402 - PeerSpot reviewer
Associate Director at Deloitte

Being a QA analyst, I am involved in testing my application's stability on a daily basis. A2019 helped me in automating the repetitive process that I have been doing every day.

Once I get familiarized with A2019, I am planning to discuss with my teammates how to implement it into our project for all of the new requirements.

Our primary use cases are smoke testing of the applications, sending email for reports, stability testing, API testing for REST services, database testing, and pulling data from Excel and using it in applications.

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reviewer1457205 - PeerSpot reviewer
Associate Consultant at Capgemini

We work for a credit card client. There are a number of manual processes that can be done with Automation because the processes are truly rule-based and absolute for Automation. We delivered 10+ end-to-end solutions using AA version 11. 

A few examples are managing customer surveys, managing credit limits for a card, commission payouts, tax recovery, insurance claim documents, etc. In the above solutions, we worked with web applications, desktop applications, databases, Excel sheets, and other file formats. Automation Anywhere is easy to maintain and works well for years without any issues in production. We achieved good ROI and STP with AA in the last two years. We are happy to use AA as an enterprise version.

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Associate Director - Projects at Cognizant

Actions are very much user-friendly, which we can easily use to proceed with development. The API connection is easy to incorporate and also has the ability to track the task status in the Orchestrator.

XML action commands and Excel commands are the ones we most frequently use in the real world processing of the policy. When we have features targeting those, it will be good enough for the majority of the process we automated.

All of the key action items have been easy to incorporate.

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Mayur Kacha - PeerSpot reviewer
Development Consultant at Infogain

We have so many use cases. One of them is in finance. We have a finance portal where the team updates the billing records. Based on the Excel input, the file bot creates entries in different modules based on conditions. One error bot maintains a log. It takes value input dynamically and the tool is very flexible so in case of any changes in the future, the developer or user doesn't have to change the code. They can do it with the help of configurable files. At the end of the process, the bot sends an intimation mail to the end-user with the bot execution status.

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reviewer1464582 - PeerSpot reviewer
Associate at Cognizant Technology Solutions

We primarily use Automation Anywhere to automate Windows applications and Web applications. Both of these are easily automatable with the advanced Automation Anywhere commands, which are user-friendly and easy to use in the Financial & Banking services industry.

It can be used to automate the PDF processes, Microsoft Word, as well as Excel. Without manual intervention, the bot can make its own decisions based on the business rules, and its timely actions make the bot to run smoothly. This saves the users' time and compared to manual processes, the bot reduces the effort and time, with it safely run from the control room.

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reviewer1468983 - PeerSpot reviewer
Software Engineer at Accenture

AA is user friendly.

The most valuable features are the web recorder, which is used to extract structured table data, the Metabot to handle smart process automation (SPA), Object Cloning, variable assignment, and Message boxes.

IQ Bot is a unique offering from AA that allows you to extract information from semi-structured documents like PDF invoices, using built-in ML. The ability to train documents and easily review any that fall outside of the model is excellent.

AA has good coverage in terms of out-of-the-box functionality for bot development and management. A2019 has some great new features that take this further, such as the ability to create custom commands for your organization, which helps code reuse and development.

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reviewer1455411 - PeerSpot reviewer
Associate Consultant at KPMG

The most valuable feature would be ingesting data into third-party applications through seamless technology. Be it a Windows application, a web application, or a legacy tool, Automation Anywhere is able to achieve automation on these technologies seamlessly.

Another interesting feature would be the ability to massage and clean data and perform some sort of data analytics using the data, this would be very helpful when Excel-based automations are performed and the user needs to spend very little time now to verify the results.

The cloud version has been enhanced to a very great extent by being completely built from scratch and using a different technology stack altogether. The idea of going on-cloud is a very good option as it does reduce the effort for the infrastructure team to set up the environment, and this would be very helpful for the development team to seamlessly build things and deploy them.

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reviewer1463937 - PeerSpot reviewer
Jr. RPA Developer at ProEchoes Technology

I start using automation anywhere for my first project to automate HR process. For HR, one of my customers uses a lot of manual processes in their company. They manually update reports in Excel and have a lot of use cases that trigger emails to staff.  Examples of emails are applications for training or requests to top management for approval.

By using Automation Anywhere, we can help our customer manage their data by connecting the Bot to the database and automate emails that are sent between staff and the top management.

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Senior Testing Consultant at Dark Horse Digital

OCR, Image Recognition, Object Cloning, and PDF integration help us a lot. We have used these mostly, as our system is legacy. We automate primarily with image recognition and MetaBots, which are mostly accurate. 

Metabots are a useful feature that helps us overcome the issues that we face using image recognition. The reading of data from Excel is much easier and is getting even better in A2019.

The bot store helps us to download most of the reusable utilities and overcome our issues. We also earn at the same time.

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reviewer1464705 - PeerSpot reviewer
Manager, Robotic Process Automation at Celerity

Both v11 and A2019 have their strengths but the cloud-based forms with Excel, Microsoft applications, scripts integration, and functionality of A2019 have really stood out above the way v11 can do those things.

It takes far less code to work with A2019 than v11 for the tasks we have in place. In v11, the Metabot features have proven a tremendous help to work with smaller tasks such as file and folder operations, datetime operations, as well as credential management operations.

I'd say the most impactful and heavily or commonly used ability of v11 and A2019 has been the ability to integrate other code types and operations within the process. For example, if someone needed a heavy data comparison process to take place, utilizing AA could work but often takes a good bit of time to work through a large Excel or CSV file. Instead, activating a pre-developed or partner-developed Python script would be my choice because of the speed and efficiency of that language. I currently use this method and it's a major time saver.

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reviewer1439841 - PeerSpot reviewer
RPA Developer at Silver Touch Technologies Ltd.

I, being a Robotic Process Automation Developer, extensively use various Automation Anywhere products on daily basis. I use Automation Anywhere for end-to-end implementation of processes for clients, as well as my organization.

We have many use cases. One of them is from the marketing department. Every organization needs to market their products and services to get future clients. The marketing people used to mail the prospective clients one by one manually, as per their mailing list. They used to spend approximately one minute on each email. We created a bot that helps the department in sending emails to prospects with product information, service information, brochures, etc. 

Now, the department needs only to specify the content file and an Excel file having email IDs, and the rest is done by the bot. It sends approximately 500 emails within 10 minutes. That makes the process of sending emails extremely fast, including customized content.

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Business Operations Associate at ZS Associates

I work in the Management Consulting domain and hence am working with huge amounts of data, using advanced Excel formulae and creating reports and dashboards for clients is a routine. I primarily used the RPA AA2019 to automate and streamline few weekly reports which track KPIs (Key Performance Indicators) for few products. Also, I automated the process of Quality checks which we perform after creating the reports. Another use case that I have automated is sending a Zoom meeting invite through outlook. The user only needs to enter a few details like attendees, date, and the time of the meeting.

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Product Manager at Thirdware Solution Ltd.

With the recent version of A2019, Automation Anywhere has stepped into a new era of RPA development. We can see a lot of functions coming up with Automation Anywhere as a bundle like AARI, Bot Analytics, and Discovery Bot.

Excellent growth in product improvisation over the period. Keep Going!

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reviewer1454622 - PeerSpot reviewer
Analyst at Deloitte

We have been using Robotic Process Automation for the configuration of newly issued cloud environments and building cloud IT solutions.

Automation Anywhere Taskbots are being used to build Oracle Cloud environments by leveraging Excel files containing the configuration details. The Automation Anywhere Taskbots will scrape the Excel files in a dynamic way to configure the product using the most appropriate method for the data provided.

The Taskbots effectively match equivalent human inputs, rather than configuring from the backend.

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reviewer1469010 - PeerSpot reviewer
Technical Consultant at PT. Mitra Integrasi Informatika

We use automation for a tax invoice process, finance process, and human resource process.

In the tax process, it collects all tax invoices from a folder, then AA reads a QR code on the document to confirm, then extracts it to an Excel sheet for the success process and failed process.

For finance, AA calculates the tax type on each project. After that, AA inputs the data into the ERP system for further processing.

For the HR department, AA will shortlist the candidates on the portal. It will then send an email to qualified candidates to follow further instructions for testing. Then, AA will collect the results of the test and send them to the HR staff to process further.

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reviewer1458447 - PeerSpot reviewer
Technical Consultant at Metrodata Electronics Tbk PT

To show how Automation Anywhere has improved our business, I will explain one of my solutions in the ATM Monitoring use case. Previously, humans had to monitor the ATM status for 24 hours to find out the status of the ATM in the event of fraud or theft. With the RPA, every hour it will download the ATM status data from the ESQ application and compare it with all problem tickets that are still open. Every time a status mismatch occurs, the RPA will send info to the team via email and WhatsApp.

Process Description: ATM Monitoring

  • Recap machine problem data according to status and sort by each vendor automatically.
  • Send notification & report via email and WhatsApp.
  • Schedule adjustment in sending notifications and reports.

Process Steps:

  • The Bot will automatically download problem and faults ticket data from ESQ.
  • The Bot will compare problem and faults ticket data automatically and sort each vendor for terminal IDs with tickets that are still open but have no faults.
  • The Bot will send data that has been recorded and processed automatically to each vendor via email and WhatsApp.
  • The Bot has a schedule adjustment function related to sending ticket data to each vendor.

Master Data Bank: 00.00 WIB
Supervisor Mode: 00:10 to 05:00 WIB
No Transaction: 14:00 to 00:00 WIB
Outstanding Ticket: 07:00 to 19:00 WIB

The benefits we get from automation include faster and more accurate matching, running 24x7.

One Control Room, one Bot Runner, and one Bot Creator are required. 

Time saved: 45 minutes per bot, per process, and two hours for three status updates.

Applications involved: Outlook, Excel, Browser.

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reviewer1468989 - PeerSpot reviewer
IT Consultant at ITC Infotech

I would like the AA tool to be more proficient and a single entity tool that does not require DLLs or some script to be written separately where it is not capable. It should have more commands, which should remove the dependency on MetaBots or other scripts so that everything is available in the tool itself. This would save time.

All the time working on the tool requires internet connectivity, and it will be great if we can work offline. Offline development would be helpful.

More features like AI and ML should be included, as well as additional features to automate Citrix applications and mainframe applications.

I would like to see more Excel commands available.

Introduction to dictionaries and other data types should be included.

I would like to have a ready-made framework available so that less time is spent to develop the whole framework for the processes.

In terms of robustness, the bot should be efficient enough to deal with the code breakdowns. This could be done with more exception handling features and a ready-made framework.

More tutorials with complex scenarios and ILT training would be an improvement.

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reviewer1463793 - PeerSpot reviewer
RPA Developer at OMFYS Technologies India Pvt.Ltd

The primary use case of this solution is that we are automating repetitive processes such as daily currency calculation, data entry in the EPR system, email reading and sorting data, extracting data from webpages, and extracting data from invoices.

We also use automation for data massaging on Excel data, database connectivity, PDF data extraction, scheduling bots, and the validation of extracted data from webpage or invoices.

We use error handling to point out which of the bots are failing. 

We are using v11, A2019, and IQ Bot. 

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reviewer1468965 - PeerSpot reviewer
Solution Architect | RPA at Sutherland Global Services

Stability-wise, this product is excellent.

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reviewer1468995 - PeerSpot reviewer
President at PAVAJ LLC
Manager - Engineering, Automation CoE at KPMG

The most valuable feature so far is Task bot deployment. We hope to expand to IQ Bot this year.

Automation Anywhere's interaction with Excel is a key benefit.

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reviewer1455426 - PeerSpot reviewer
Presales Solutions Architect at PT. Artapala Telekomindo (Business Partner of ESRI Indonesi

We are proposing a documentation solution like archived files, payroll, and integrating data between Excel forms and CRM/SAP.

We have a solution for how to digitize archived files into PDFs and distribute them to a dedicated folder. We use Excel forms to manipulate data, then the physical data will be scanned and contains the date, which will be input by the user manually. After that, the bot will execute the process for distributing the file, and finally, will send a report to the user.

We use analytics as part of the result.

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reviewer1469046 - PeerSpot reviewer
Deputy Manager - Automation, Business Transformation at a performing arts with 10,001+ employees

There are many features of Automation Anywhere that were found to be most valuable like WLM, PDF integration, Advanced Excel Commands, Terminal Emulator and its commands, Interactive Forms building features of A2019 which helped us in developing UI for our front office automation and integrate it with multiple rest APIs. The new features which were introduced in A2019 like Data Table, custom DLL, IBM Watson Speech to Text, IQ BOT, Document Extractor has been impressive. The option to use the Python Script has been very helpful.

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reviewer1442205 - PeerSpot reviewer
Sr. software engineer at Accenture

The problem statement is to automate data reconciliation between three systems, namely SAP, Ariba, and manually-updated Excel. Supplier and Purchase data flows in from different systems and separately, which sometimes results in data inconsistency.

In the current scenario, two people spend two days per week to verify and reconcile this data and then save it. This is a big cost and investment for the client. The ask from Automation Anywhere is to automate this process, including a re-upload of the data back to the systems with results of reconciliation. This way, there is no manual effort spent. 

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reviewer1442211 - PeerSpot reviewer
Application Development Team Lead at Accenture

We had been handling various daily reports that need manual Excel work. We have now automated those daily tasks using Automation Anywhere, saving an enormous amount of time on the manual effort. It is now human-error-free.

The Screen Recorder feature is the feature that I like the most, as it can automate anything on your desktop screen by recording your actions or the cursor movement. This makes it easy to learn and configure for any type of environment when it comes to automating regular tasks. 

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Software Engineer at a computer software company with 51-200 employees

I am working for a company that is engaged in process automation.

In our company, we have used AA in several projects like finance process automation, payroll, accounts payable, and account receivable processing.

Each of the projects that I have engaged in is different from each other. For example, the finance automation project mainly focused on reconciliations, Excel automation, etc. AP and AR processes mainly focused on front-end navigation through the Chrome browser to download invoices from customer portals and upload and process them in their accounting application, which is also a web-based one.

Automation Anywhere assisted me with all the functions that I require to automate the processes and tasks.

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Support Engineer at MIndfields Global

Object cloning, Excel, web recorders, database, if-else, loops, and string are some of the most commonly used commands, by me.

Pulling data from web pages using Object Cloning has been an absolute delight. It is very accurate and runs flawlessly.

Up until v11, the Excel commands were very limited compared to what Excel has to offer. We had to use macros mostly, to cover up the gap and avoid using keystrokes. However, A2019 has Excel Advance, which has a lot more functions and covers that gap significantly. 

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Akshay Pandey - PeerSpot reviewer
Associate Systems Analyst at NSEiT Limited

My primary use cases consist of the following:

  1. Filtering and manipulating multiple Excel, CSV, XLS files to gather relevant data as per the business requirements.
  2. Extracting text from searchable and non-searchable PDF files and uploading the data to separate output files or web-based forms.
  3. Scheduling tasks to run on a daily basis or implementing trigger-based process execution.
  4. Implementing email automation in various modules.
  5. Working with external macros and JScript files, depending on the given business logic. 
View full review »
reviewer1454253 - PeerSpot reviewer
RPA Developer at Alzone Software Pvt. Ltd.

Automation Anywhere can have a significant impact on any company's operation, as it can automate a wide variety of tasks that are mundane, time-consuming, and the least productive.

The Automation of salary slip generation for all employees in the organization has helped the HR spend less time manually preparing excel sheets and reconciling with other data and more time in improving the quality and working experience for employees by addressing their issues.

Other administrative functions like keeping a record of employee attendance and work hours have also been automated

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reviewer1454247 - PeerSpot reviewer
RPA Developer at Nine A Business Connect

Automation Anywhere is one of the simplest RPA tools!

We primarily use it for data scraping from PDFs. AA has helped me to get the data from scanned PDFs with a higher accuracy rate, automating multiple formats, and maintaining its data in Excel format.

In this scenario, the user emails a PDF to the Bot email ID, the Bot downloads the attachment & scraps the data from it. As per the format, the data is pulled and maintained in Excel, in a standard format. The Excel file is then emailed back to the respective user.

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reviewer1469025 - PeerSpot reviewer
RPA Consultant at KGISL

We are using MS 2007 Windows OS mostly with IE and Excel operations. Anyone can write code with AA software with basic coding knowledge, we just need to know which command will help to build the next step. We had developed almost eight major processes and a few POCs for different clients. As we worked mostly with Web and Windows applications, we had used most of the commands related to Web and Windows applications. We can say bot accuracy was 95% in the final result. Bot consumes around 12 minutes to process 1 application, where if a human performs the same they would take a minimum of 18 minutes on average.

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DevOps at Centrax Systems

They solve tickets quickly and are always ready to attend to any queries, concerns, etc. The service is excellent.

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reviewer1460607 - PeerSpot reviewer
Director RPA & Automation at TaskUs

1. Screen recorder

2. AI capture

3, Ability to create custom forms and trigger another application

4. Ability to run the bot from the cloud without installing the software on our machine

5. AI sense can detect many pages inside the Citrix environment

6. I think the Citrix RDA should be universal for All Citrix environments

7. The A2019 UI layout is more user friendly

8. The recording feature where you can record multiple screens at the same time

9. MS excel functionality has lot of features in the current versions

View full review »
reviewer1462719 - PeerSpot reviewer
Group Manager at WNS Global Services

The customer service is excellent. Since we have a dedicated AA account manager for WNS, in case of any urgent issue or requirement, we can reach to the manager. So far, the help extended by the account manager is very good. 

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reviewer1457235 - PeerSpot reviewer
Deputy Manager (RPA) at WNS Global Services

We have used AA for multiple applications that were to be automated. We're interfacing a lot with Excel, scanned PDFs, image files, databases, file folders, text files, CSVs, and web applications. It's hard to pin down one. The tool can interact with SAP and Oracle which helps us automate the application faster. Mainframes can be automated and Citrix applications can be automated. 

We use it to automate all kinds of business processes. The primary use case is the RPA platform, even though they have the cognitive platform and the analytics platform. We use it for so many different things it's hard to focus on one. Now AIML is also incorporated which is a current requirement and an added benefit.

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reviewer1464534 - PeerSpot reviewer
RPA Specialist at Thirdware Solution Ltd.

Automation of AP 3 Way Invoice Matching Process. Details from PDF invoices with the corresponding data in terminal. This project involved applications like Outlook, Aurora Terminal, PDF reading by IQ Bot, and Excel. The current scope of the project was to process around 600 invoices per day from 20 different suppliers which has saved a lot of time for the end-user. It has been deployed in production and the customer is pretty much happy with the performance of the bot.

On-Premise installation of CR with 1 runner and 2 creator license.

IQ Bot


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Vikit Shetty - PeerSpot reviewer
Senior Technical Specialist at Thirdware Solution Ltd.

The universal recorder along with the Excel basic and advanced packages has been highly valuable. With Excel basic, we can perform basic Excel activities even if Excel is not installed in the system. The Excel advanced package has a lot of features added, which were initially not there in Version 11 and we had to rely on external scripting for the same.

Earlier in Version 11, we had different sets of recordings, which often made things confusing but with the universal recorder, the situation is not the same anymore.

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Business Analyst at Accenture

Automation Anywhere helps to automate much of the manual activity. There are already a few inbuild use case builds which we have used and expands for our convenience.

We use it to automate all kinds of business processes. The primary use case is the RPA platform, even though they have the cognitive platform and the analytics platform. We use it for so many different things it's hard to focus on one, but it's automating business processes in our banking system. We're interfacing a lot with Excel, our ERP systems, some legacy systems, the databases, file folders, text files, CSVs. It's hard to pin down one.

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reviewer1468452 - PeerSpot reviewer
Team Lead at Accenture

Our primary use case is for the automation of output reports in Excel.

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HR Manager at OMFYS Technologies

The most useful features of this tool are that this tool has less coding activity as compared to other tools, it has drag menus. Most Excel/VBA coding is automated in the AA tool, since, in Excel or VBA we need to do manual coding.

The following features are very valuable to us :

  • Web Recorder
  • Smart Recorder
  • Work Bench Command Library
  • Object Cloning Command
  • Business Analytics
  • Meta bot Designer
  • File or Folder Command
  • Error Handling Command
  • Control Room Administrator
  • Integrating PDF Using the PDF Command
View full review »
Software Engineer at Capgemini

The primary use case depends on SAP and Excel platforms, where we automated repetitive tasks. Also, we automated the Tableau server using this.

We use SQL DB for storing logs. We have been using it for one year for our client. The support also is great. If we are stuck, the Automation Anywhere team comes to the rescue. I have worked on other RPA tools but this is more logical and easy to use. The flows and the commands can be easily learned by a beginner as coding knowledge is not needed.

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reviewer1460628 - PeerSpot reviewer
Technology Lead at Infosys Technologies Ltd

The use cases I have worked on made use of automated flow across multiple applications along with processing Excels and emails. We were also able to leverage a single tab for processing the entire flow of the record across three different applications. We also used the Analyze package to view the Business dashboard in the dev environment. The only drawback was that the export of the BI dashboard to the other environments is not yet available. The environments used were dev, staging, and production. The bots were exported out and imported into each environment.

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reviewer1445445 - PeerSpot reviewer
RPA Consultant at Infogain

Automation Anywhere is an RPA package for basic Automation to Complex Automation. It also has analytics and cognitive capability.

I have used Automation Anywhere in many use cases from PDF integration to Excel reconciliation. The best use case was invoice processing using IQ Bot. In this process, we download PDFs from an application and pass it to IQ Bot for the extraction of invoice data.

This helps in extracting data from PDF documents and use it to post the invoices. This is something that we had done in a single dev environment, where Automation Anywhere was on-premises and secured in terms of sharing details for data extraction.

I have also explored other products from Automation Anywhere including IQ Bot and Bot Analytics. In addition, I have provided POCs to customers with Attended Automation 2.0 and the Automation Productivity Pack.

View full review »
Associate Consultant at Ernst & Young

1. Excel commands should include more features.

2. Need more variable types for eg. date, amount, number, etc

3. Better API support and more APIs.

4. Queues should be enabled to directly connect to DBs.

5. Managing so many variables is a pain. Some kind of variable initialization mechanism like how Blue Prism has it will be helpful.

6. Input-output variables should be defined for taskbots as well.

7.There are a lot of glitches in AA not fixed since Ver 10. Reach me to know more about them.

8. The commands should help evaluate the current state of variables(like how in Blue prism)

10. Metabots should have command to stop the task. Basically should have all commands of a task bot.

11. No one uses "WorkFlows".

12. The user roles and the Credential Vaults administration, sharing and the whole thing in action is very confusing.

13. Automatic technical logging option should be given by default in all commands like how we have in BP.

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reviewer1466988 - PeerSpot reviewer
Senior RPA+Cognitive Developer at Innova Solutions

Stability-wise, Automation Anywhere is excellent.

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reviewer1457211 - PeerSpot reviewer
Business Operations Associate Consultant at ZS Associates

I have been using A2019 for validating IC reports and scorecards that we publish every month for the client on a portal. As the reports are around 200, it used to take a lot of manual efforts previously to get this done, however now, A2019 has helped in automating the complete validation part. 

Apart from this, the other major use case is validating the child level reports with the parent. Though the underlying reports are generated from the parent itself, validating individual reports just to add another level of the quality check was a tedious task initially, however, A2019 has made it very easy in comparing the two excel based reports end-to-end

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reviewer1460619 - PeerSpot reviewer
Sap BW on HANA Consultant at Infosys Technologies Ltd

It is primarily used for automating manual processes in Project. Automation was carried out in a two-way process, downloading files from client email and scanning values from PDF file. Post these values were compared with thresholds and return mail is sent. Most of the process is carried out in the Windows environment and the Gmail suite is used as the target output location. It also included SAP application BEx for downloading the file as an Excel sheet and sent as an attachment to an email. This was all implemented in AA, and saved a few man-hours in Project.

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reviewer1463940 - PeerSpot reviewer
Robotic Process Automation Developer at OMFYS Technologies India Pvt. Ltd.

I am using IQ Bots for invoice indexing for many clients.

My primary use case is extracting invoice details from different vendors for validation purposes. We convert CSV files to Excel for formatting and before A2019, I used to do all validations with VBA script. Now, with AA A2019, it validation very easy using Python. It is also very fast and efficient.

I have created Task Bots for many finance-related clients and they are also working very well. Recently, I converted all of my bots to A2019.

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reviewer1030035 - PeerSpot reviewer
RPA Engineer at a consultancy with 1,001-5,000 employees

I mainly used AA to extract data from invoices from PDF files with multiple formats and to upload this data to a Data Lake, on a Windows machine.

Other projects involved extracting data from Excel and CSV files and then inserting them into custom applications, databases, and mainframes and finally sending recap emails to the user.

The Bots developed, according to the end user's needs and the type of process, were both attended and unattended. In both cases, the end-users were always satisfied with the functioning and performances of the Bots.

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reviewer1455417 - PeerSpot reviewer
Associate Company at Cognizant

Automation Anywhere has been useful to implement business solutions that were previously performed manually by the business Team.

We have been using it to automate applications such as Excel, PDF, Web applications, Windows applications, Outlook, Word documents, and more. Using it will help reduce the time and improve the efficiency of the project, and also to reduce FTE.

Our organization also uses IQ Bot and Metabot for projects that require cognitive capabilities. Also, the OCR extraction helps in reading data from PDF.

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reviewer1469130 - PeerSpot reviewer
Technology Analyst at Infosys

I have used AA to automate window-based applications like SAP, Microsoft Dynamics AX, Database, Microsoft Office (Excel, Access), CSV/TXT file, folders based operations, etc. When it comes to web-based applications, AA really shines. Automation applications Share-point, Blackline Reconciliation, Agile point submissions, and Web-based reporting exercises are in real-time.

When it comes to the database AA also works pretty well with SQL and Oracle by executing CRUD queries.

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IBM BPM Developer with 51-200 employees

Recorders and Bot Insights are very valuable features.

In addition:

  1. Workload management helps to make the best use of the bots to make sure bots work well.
  2. Concurrent bot executions. 
  3. A web-based solution for bot creators.
  4. It is a cloud-based solution.
  5. Dashboards, especially for bot and task monitoring.
  6. The REST APIs help to integrate with other systems.
  7. Commands in the Excel package that make it easier to work with Excel files.
  8. Email package commands.
  9. Bot store.
  10. Run DLL and Python code that helps a lot in working with machine learning.
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reviewer1457247 - PeerSpot reviewer
Application Development Analyst at Accenture

We use AA for Training and Proof of Concept purposes.

OS: Windows 10 

Task: Automate Excel files consisting of quality data.

Multiple Task Cloning

Automated Email Sender

Object Cloning

The basic requirement was to extract a big Lot of data consisting of many attributes.

We need to extract out a relevant attribute from the DB data set and process it such that it fulfills client Data Quality requirement.

Filter out quality data using Manual intervention was a hectic task and that is why I used AA RPA tool. 

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reviewer1462716 - PeerSpot reviewer
Assistant Manager at Deloitte

Automation Anywhere provides more than 300 commands but it lacks in certain areas like Excel automation. For eg: there is no command to add, rename, or delete sheet. However, meta bots can be utilized for the same.

AA sometimes poses compatibility problems with new web browser versions like Chrome.

The AA control room is fairly difficult to understand and maintain initially.

Integration with new technologies and scripts like Python. However, I have heard that A2019 supports Python scripts.

The license prices vary drastically depending upon the partnership with the client.

Debugging of SQL queries is hard. The error description is not accurate. I have to initially test the queries on Access and then only I paste them on AA.  

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reviewer1466970 - PeerSpot reviewer
Sap Sales Distribution Consultant at Accenture

The scalability is excellent.

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reviewer1466931 - PeerSpot reviewer
Manager, Health Care Consulting at RSM US LLP

Our primary use is a bot to look up accounts from Excel to the source system and entering it back into Excel.

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Islam Fathy - PeerSpot reviewer
Senior RPA Developer at Valleysoft

The development of the company from Automation Anywhere V11 to a2019 was valuable. I found many important and new features, like changing the way we write code and programming. It became much easier and very flexible in version 2019A. It became very easy to use and the recording was also good. Excel became very good too.

Bot Agent is the best thing that happened in this upgrade in Automation anywhere A2019.

It is easy to handle, easy to use, and fast to connect to the control room.

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reviewer1458792 - PeerSpot reviewer
Solution Architect at Cognizant

The most valuable features for us are:

  1. Object cloning with an option to enter wildcard selection was very useful when working in a web application that generated dynamic HTML content.
  2. The Terminal client options have helped in automating terminal applications effectively.
  3. The Windows capturing features that allow for automating desktop applications works seamlessly compared to web application automation.
  4. Excel automation is one of the clean and very useful features that helps in reporting, as well as other Excel-related operations. Having the option of using Excel as a database helps with performing logic.
View full review »
SAURABH_DUBEY - PeerSpot reviewer
Senior Software Engineer at Accenture

We use the IQ Bot and Metabots extensively in almost all of our tasks. We have created the bots to consolidate reports from various resources like webpages, databases, and different message formates like PDFs, Excel, XML, and submitting them to the business owner.

Scheduling helps to generate and send reports without any delay.

We have used this functionality to automate business processes that submit the order forms in SAP for a large number of orders without any human intervention.

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reviewer997830 - PeerSpot reviewer
GIS Engineer at a tech services company with 10,001+ employees

The main and primary use case using Automation Anywhere is "Invoice generation", which has repetitive steps and a huge amount of data. For this automation, we worked on a database, Excel, and mail activities.

In order to connect Automation Anywhere with our database, which is in a remote location, we had to install related drivers in the working machine. After that, we apply some business logic to the data and insert it into an invoice template that is in XLSX format.

Ultimately, we save the file as a PDF and send the output file to the user through email.

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Amar S - PeerSpot reviewer
Automation Project Manager at a performing arts with 10,001+ employees

The environment is within a Citrix environment. Our primary use case is for interaction with mainframe applications along with web links and Excel spreadsheets. The bot interacts with the Excel spreadsheet, captures the task, go to the mainframe application, and pastes it with searching details of the task if it matches different details. It populates in the Excel spreadsheet if it is matched or not matched. There are numerous logics used in it. AA bots do the verifications and give an output in the Excel spreadsheet which becomes an input for the agents on the production floor. 

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reviewer1466976 - PeerSpot reviewer
Associate System Analyst at NSEiT Limited

We have use cases that include cognitive as well as non cognitive requirements. IQ Bot is widely used across all the use cases. We are also looking forward to make use of the Excel ribbon and AARI framework. 

One of our use case needs is to extract data from KYC documents and then do the validations to submits the rejection reason.

Another use case is to read customer information for FD booking and validate the customer data with the system's data and book the FD in the specified amount of time.

Similarly we have around 12 use cases for the development/UAT.

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reviewer1468443 - PeerSpot reviewer
RPA Platform Architect at Accenture

Customer support is excellent and have helped on multiple occasions.Raising a ticket through through partner/support portal is very easy. Frontline engineers are quick to respond and access the issue mentioned in the ticket.

In my experience , most of the cases are resolved by frontline team and rarely get to involve their escalation team. Case resolution time differ vastly based on the complexity of the issue being reported and availability of the support engineer. 

Getting quick support/response is difficult and most of the calls are pre-scheduled. Categorizing a support ticket is crucial to get right resources for the issue. You will not like a platform engineer supporting a bot development issue and vice versa.

Enhancement requests via support requests are time consuming and might not see daylight till next minor/major upgrade.  

knowledge base articles available for troubleshooting known issues can be improved. Articles are not sorted properly and finding the correct KB for a known issue takes lot of time and effort.

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Mudhukrishna Lalapet - PeerSpot reviewer
RPA Developer at InnoWise

One of the important drawbacks of Automation Anywhere is that it needs to be able to show the automated process as a single flowchart. After complete deployment of the bot, such as a Task Bot, to see an overview of the complete process and the steps in the job is difficult. As such, I would like to suggest that they provide an option to show the entire process as a flowchart. This isn't required for the UI pane, but perhaps simply export it as a flowchart. This would be great.

The ability to automate using third-party code involvement should be improved. As far as I know, Python scripts can be used to automate a few use cases but it would be great if there is a change to include the .NET and C# languages. I've also worked on UiPath and .NET code can be used for most of the Excel automation. This includes operations like creating pivot tables and applying advanced filters. These are things that work directly with VB.NET code. 

Automation anywhere needs a forum where active users can provide answers for standard errors and exceptions. More webinars regarding the latest releases and the features should also be created.

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reviewer1466958 - PeerSpot reviewer
Senior Associate (RPA Developer) at Cognizant

We use it to automate all kinds of business processes. The primary use case is the RPA platform, even though they have the cognitive platform and the analytics platform. We use it for so many different things it's hard to focus on one, but it's automating business processes in our banking system.

We're interfacing a lot with Excel, our ERP systems, some legacy systems, the databases, file folders, text files, CSVs. It's hard to pin down one.

Through the software, we have been able to reduce the time that we spend on manual, repetitive tasks so that we can focus on activities that add value to the business or to our partners and customers. The most important things are saving time, increasing control, and increasing automation.

View full review »
Head of Automation at a tech services company with 51-200 employees

We use the platform to help our customers by building automation solutions in order to solve their business problems. The use cases include AP processing, form data extraction, data collection, and Excel reporting.

We use a combination of RPA and IQ Bot to deal with semi-structured or unstructured data, such as documents and images. We also use Bot Insights for business process analytics and bot operation health checks.

The platform is deployed using an on-premise configuration and connected to multiple bot runners, running in virtualized environments. 

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reviewer1466952 - PeerSpot reviewer
Data Science Intern at Deloitte

Excel functionalities, the macro interface can be improved in the next release of RPA platform Automation Anywhere. Functionalities such as maneuvering on the excel worksheets, increased capability to manipulate formulae, and other Excel functionalities will give Automation Anywhere and edge in the RPA platform category since most financial applications use a lot of Excel and macro sheets for their calculations and postings. This will not only help the developer in saving time to develop simple keystrokes but also make the final bot much more stable and robust. 

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Kelvin Chee Khai Loon - PeerSpot reviewer
System Developer at PKT Logistics Group Sdn. Bhd.

The primary use case of this solution in my environment is to use bots to extract the important logistical information from each of the customer Microsoft Excel sheets. Next, the information is transferred, to be entered into the government official logistics documentation.

Prior to submitting the data to the company warehouse management system, it is checked and balanced. The same needs to be done before submission to the official government website.

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reviewer1460631 - PeerSpot reviewer
Senior Software Engineering at JK Technosoft Limited.

Use case: Extraction from Main Frame Application

Solution : 

The bot will log in to the email box and then picks the invoice no, order invoice amount, and surcharge details. 

Based on a single line item and multiple line items, the bot will log in to AS400 and feed and check all the information. If there is a discrepancy then the bot will update it based on the tolerance limit. If there is no discrepancy, the bot will accept the orders. The bot will validate costs in Excel and AS400 application and it will allocate cost for each invoice.

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Robotic Process Automation Developer at Mekkanos Limited

I have used Automation Anywhere for automating different use cases which involved applications such as Excel, SAP, PDF, Salesforce, Outlook Web applications, Desktop Automation Email automation, and many more. I have automated many processes that involve report generation using Excel, invoice processing, order processing, BPO related processes, and many more. It's safe to automate processes that involve secure credentials because Automation Anywhere provides an encrypted centralized credential vault.

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reviewer1446147 - PeerSpot reviewer
Senior Manager at Genpact - Headstrong

We have a long list of customers and multiple use cases in pharma, account & finance, customer billing & payment, and other domains. We use AA to automate those tasks that need less or no human interaction. The reconciliation tasks, SAP and Excel operations, are automated using AA, take less time, and give accurate results. 

Working with MetaBot provided simple drag and drop functionality, integration of DLL of SAP, Outlook, Excel and other application make tasks easier for developers.

Customers are happy with overall performance of bots and it makes the developer's life easy.  

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reviewer1469709 - PeerSpot reviewer
Technical Support Engineer at Wipro Limited

We use this solution for all the business processes and mainly to integrate with Excel files, our database, and our ERP.

We basically process data that are in form of Excel, PDF, or CSV formatted files. We also interact with information that is stored in our database.

Generally, we automate a lot of processes that are repetitive and time-consuming. We work mainly with processing data, thus reducing the time needed to do the process manually. The workforce is also reduced for completing simple tasks like logging in to a forum, as well as complicated tasks like banking or finance. All of these all possible.

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Sharath Ganta - PeerSpot reviewer
Lead at Aligned Automation

Previously, we went through manual work. It was only with Excel that we had some automation using macros.

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reviewer1460994 - PeerSpot reviewer
BI & Analytics Consultant at Deloitte

We use AA for automating ServiceNow tickets in Caterpillar.

We get tickets for the configuration requests. Using AA, we auto-download the excel attached to it and do all the necessary cleanup and conversions. 

The entire process in steps as mentioned below:

1. A ServiceNow ticket is created by the client that needs a configuration request related to Caterpillar machines.

These machines are called lane 2 and lane 3 because they are manual configurations

2. Once we get the configuration we then try to match the configuration with all the parts and whether the configuration would be possible or not.

For that, we use SOAP where all our latest data is loaded.

This data is compared with the Excel sheet that client sends us.

The cleanup is done in Automation Anywhere, compared to end to end, and then output is thrown out. This output is then given back to the clients in the form of a ticket attachment to let them know if the configuration of the machine that they have requested is possible or not.

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Bot Developer at a tech services company with 51-200 employees

We primarily use the solution for universal scanning. As an example, the solution can take various service provider bills and will allow us to view all of them in Excel format. That's a very basic use case.

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reviewer1460613 - PeerSpot reviewer
Senior Software Engineer at Infosys Technologies Ltd

Our primary use case is for invoice processing. It's a constructive tool that eases my work in desktops as well as web automation. The basic idea is to fetch the data from an Excel and use it as input for the desktop app and then the end result will be used as output and restored back in Excel to create records. There are innumerous functions available in the tool such as creating meta bot, keystrokes, error handling, email automation and many more. The repository is very manageable. The tool is quite feasible and easy to understand even for non developers.

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Senior RPA Developer at a tech services company with 201-500 employees

Automation Anywhere is an RPA tool that is used to Automate any repeated simple/complex tasks with ease. Automation Anywhere is not perfect but it is still the best tool available in today's market.

It is one of the simplest RPA tools, having a simple user interface, and it is very easy to get hands-on with this platform. It has vast learning resources available, too.

Use Cases:

  1. Extracting data from scanned PDFs: Using Automation Anywhere made it much simpler to scrape data from scanned PDFs and convert it into standard Excel format, as per requirements.
  2. Portal Automation: AA makes web automation simple and our manual tasks have now been automated. Our portal is for making client bookings of the client. The Bot reads the Excel file shared by the user and accordingly, makes the booking in the portal with minimum time and with high accuracy.
View full review »
Senior Associate at a consultancy with 1,001-5,000 employees

One area that could be improved with the cloud solution when it comes to A360 is we have seen a certain lag. It's not a very happy tool. There are stability issues, but that is something that they maybe looked at already. They have come up a long way, and they are actually promoting the IQ bot as well. The document OCR/ICR techniques are something they're already working on, so I'm looking forward to that as well. 

As a developer, the biggest con is the lag. It's pretty inconvenient to face that delay in things happening. We come across that pretty often. 

It's not necessarily an added feature that I would be looking for, but in general, as a solution, it could have been easier to use than in the current state. The way the tool has been built, it's not easy to build a solution when it comes to using Excel automation. And it's not that convenient.

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George-Bennett - PeerSpot reviewer
VP Business Development at Ampliforce

Migration is probably our biggest challenge. When we were trying to do the migration to the new version, it was a little bit painful. We didn't have that many bots, and I can't imagine the level of effort that some of the bigger customers have to put in for that. The product is stable, but moving from one release to the other was the issue.

We also had difficulty with some of the documents that we were trying to automate. IQ Bot or intelligent document processing doesn't have all the features and functions that we were originally told it had. They need to improve that. It had some limitations, and we've had to add other products to the mix just because they weren't able to deliver some of the things that we were told that they could deliver upfront. 

They've been talking about task mining for a while. They don't have a good tool out there to evaluate the current processes and come up with a plan. It is a trial and error process where you have to sit down and go through what different people are doing, for how much time they're doing it, etc. There isn't a good systematic way of capturing that information. There are other products such as Kryon, and there is a new product called Soroco that we're looking at, that would let us evaluate the task that could be automated. So, it is not really process automation; it is task automation. You don't really see end to end when you're doing these projects. You don't just decide to automate the whole process. You select the tasks that you are going to automate, but you don't really know the effect that particular automation is going to have on another task. You don't have the big picture. It would be very helpful if both UiPath and Automation Anywhere provide a center of excellence that you could run on your systems so that the people who are running things come back and say that:

  • Here is the task that we should be automating.
  • Here is the time that we are taking to do it now.
  • Here is what the benefit is going to be. 

All these are manual today. You're looking at what other companies are doing and hoping that you're going to get an ROI, but you don't really know until you start the project, and by then, it is too late. You've already spent the money on the software, the bot, the integration, the services, etc. At the end of the day, you're thinking if you would get the ROI. You have to measure it to see if you're going to get it after you've already spent the money. It would be really nice to have something that you could run upfront to know about the automation tasks that are costing you money today and where you should focus your efforts on automating.

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Rahul Uppal - PeerSpot reviewer
CEO at Tevince

Excel automation or the activities for Excel is an area of improvement.

View full review »
Sr. Program Manager at a computer software company with 10,001+ employees

In terms of what could be improved with Automation Anywhere, there are a few areas. They could improve the environmental stabilizing issues. There are a lot of environmental issues when rolling over from one environment to another, higher environment. This is the one thing they definitely need to look into. 

They also have to look into the document understanding process - the screen scraping of the documents, etc... 

In the next release, I would like to see, as I mentioned, better document understanding and screen scraping. There are a few more activities they have to include, like reading the particular column on the Excel operations. They can increase more activities like that.

Right now, there are a lot of complications and complexities involved when reading Excel - they could make that easier.

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Madan-Divvela - PeerSpot reviewer
SGO - IA Practice Leader (RPA, IPA, AI, ML), Data Science at Zensar Technologies

The scalability of Automation Anywhere's cloud version is excellent, but the on-premise version is a waste of time and money.

View full review »
Blue Prism logo Blue Prism: Excel
Solutions Architect at a consumer goods company with 10,001+ employees

We are primarily using Blue Prism for automating repetitive Excel tasks and preparing reports. This involves downloading reports and data from websites, followed by data massaging. Most of the automation is within Excel

View full review »
Senior Software Engineer at a computer software company with 1,001-5,000 employees

We are using Blue Prism to automate any of your manual tasks, that are related to desktop, or web-based, email, and Excel. Any kind of automation for that matter.

Also, for any two handled records that have been created with many items and have been automated, we would use Blue Prism to manage them.

View full review »
GRC Analyst at a marketing services firm with 10,001+ employees

The ease of development is the most valuable. Standard VBOs are pretty useful there with Excel and different things. Our custom developments for SAP and things like that are pretty easy to set up and quick to get going.

View full review »
Business Consultant at a financial services firm with 10,001+ employees

I would rate Blue Prism a six out of ten, which I consider as a good rating. Seven is very good, eight is excellent, nine is outstanding, and ten is perfect as per my standards.

View full review »
Bank Employee at a manufacturing company with 5,001-10,000 employees

As a user, I cannot directly work with the bot. On a daily basis, I use and do some work in Microsoft Excel, which cannot be directly taken into Blue Prism. Our company majorly runs on Microsoft Excel. Everybody has Excel sheets as their working sheets. Therefore, we need a kind of automation to be able to do things with this program. This bot is almost like an invisible staff that works between the servers but not with the users. This bot works well with SAP and things like that, but it doesn't work with Excel sheets. It doesn't work with the bots that we have, and I cannot invoke an RPA right now as a user. It has to be done by an administrator who has better control than me. It needs better integration with Microsoft Excel.

Its price can be improved. It is expensive for us. It should be cheaper for a market like ours. We are based in India.

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RPA Solution Architect - Lead Developer Individual Contributor at a tech services company with 51-200 employees

Unfortunately, developing with Blue Prism takes more time than developing with UiPath or other platforms, because each action requires multiple actions. If you need to open an Excel file and collect the data from it, UiPath can do it with two or three clicks, like drag and drop the Excel application scope. With Blue Prism, you need to open the workbook, then open an instance, then get the sheet and then close that instance. It takes more time to develop things in Blue Prism. The dashboards are not excellent, they could be improved enabling more information.

View full review »
Senior SAP Analyst at a tech services company with 1,001-5,000 employees

We are actually expanding into other centers of excellence, or what we call a COE.

Due to the fact that we are a COE, the group finance, the group tech, we have about a thousand plus users at this time, and that will grow.

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Srikanth RB - PeerSpot reviewer
Manager - Business Analysis at DXC

We've primarily used the solution for financial purposes. We have payroll management and a lot of manual processes. With this, we can run automated reports. There are about 15 to 18 interfaces where we get the information. We can consolidate emails, PDFs, and Excel. There's automation to pick everything up and understand all the sources and different kinds of data. We can input raw data, consolidate it and then handle calculations. We can download data and save it in folders.

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Senior IT Architekt at a tech services company with 5,001-10,000 employees

In one of the use cases, we import Excel tables. We extract the Excel data from the output of a proprietary application. This application produces Excel tables as an output, and we then create PDFs for certificates for the people who are flying. They have to do training, flying hours, and things like this. In this project, we closed the gap between the proprietary application, provided by a different team, and the HR application.

It is deployed on-premises. Due to security issues, we are not allowed to use cloud services. We only have centralized application servers that are operated by the central operations team. It is not on users' desktops, which is possible, but it is not our focus.

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UiPath logo UiPath: Excel
Nilesh Pawar - PeerSpot reviewer
Director - Cloud Architecture at a computer software company with 10,001+ employees

RPA Automation has accelerated heavily within the organization. 

It started with task automation and ended up with process automation.

  • Increased Operational excellence - With multiple FTE savings every month.
  • Lowered operational cost with a minimum saving of 780+ Man hours every month.
  • Overall $1 million annual savings through improved process efficiency.
  • Increased Shipping Order execution velocity by 2x times -At least 10,000 orders in every 4 days.
  • Amplified shipping process efficiency and employee productivity by 100% - with one click execution.
  • ABCDi (AnyBody Can Do it) technique enables Zero dependencies on SME requirement to perform the task and Zero dollars spend on training the Shipping operators.
  • Prevents human error, increases data accuracy, standardization, and quality of data for the shipping process.
  • Excellent ROI with investment cost recovered in 1.25 months timeline and an Annualized ROI for 5 years is 68.50%
  • Built from LTI Novigo Automation Framework, it provides the agility and speed required to customize and deploy the solution quickly.
View full review »
Managing Associate at a legal firm with 51-200 employees

We mostly value the fact that it easily interacts with existing systems. We don't have to go to a complex interface to access public information to send the emails, etc. This is the good part.

Its ease of management is okay. Our attended robots have some Excel files that we use to manage and configure the robots. It is quite straightforward.

It has helped relieve the legal staff of the burdensome task of searching on the public registry. For them, this has been a big improvement. It saves time and also the risk of human error has been reduced, because now the robot does the work. So, you don't get bored when you check 2,000 companies on the portal. The staff is overall more satisfied because they can do more value-added tasks than performing this search.

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Alex Birsan - PeerSpot reviewer
Partner at Filip & Company

So far, the experience has been excellent. I would rate the solution 10 out of 10, but we haven't finished the implementation.

Look internally what your needs are. Try to identify what you could improve with software robots, ensuring these needs are clearly identified and the product is fit for purpose. Also, you should make sure there will be buy-in in the organization, so people will actually use the product.

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Sahil Sharmaa - PeerSpot reviewer
Sr. Associate Technologies L2 at Publicis Groupe

There are a few features that could be improved, and one of them is good integration with the Microsoft ecosystem. For example, Microsoft launched Power Apps as its platform, and even though its capabilities are not as good as UiPath, it has the advantage of being so well-integrated with Excel Online, Word, and everything else. We don't have to perform a lot of development work, and it's pre-approved in our organization. Applications like SharePoint are another example of pre-approved solutions. But with UiPath, we have to prove that it's a secure process. Simply put, a stronger collaboration between Microsoft and UiPath in a lot of areas would be helpful because it would ease the development process for us.

Another example is with the Automation Hub. At this time, Automation Hub does not allow you a direct login process or single sign-on option using Azure Active Directory. This means that you're limited to going through either Gmail or something else. This is true for the on-premises solution, not the cloud one. Although we had decided to purchase the Automation Hub license, this lack of functionality held things up because we did not want to manually go in to update all of the new users again and again. We wanted the information to be picked directly from Active Directory whenever a user wanted to sign up for it.

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Robotics Engineer at Siemens Industry

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.

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RPA Developer at a consultancy with 11-50 employees

Part of automation is the analysis and optimization of processes because the analysis phase is a by-product of wanting to automate a task. If you want to automate something, you have to break it down into parts and really look at it and think, "How can I reduce this into a series of business rules, a series of decisions, or series of steps?" It's an exercise of process optimization in and of itself because a good practice in automation is to not just take what it is and automate it, but to think, "Does what is currently in place actually work? How can it be improved? How can it be streamlined? How can it be done in fewer steps?" It's a good chance to practice some process review, improvement, and transformation.

The idea is to make it optimal because the current process usually has unquestioned practices that maybe haven't been reviewed for a very long time. A lot of businesses say, "We've always done it this way," and they've never thought to revisit the approach. RPA gives you an opportunity to think about whether what you've always been doing will work when it's being done by a robot. Most often, the processes get streamlined through the requirements gathering phase, understanding the as-is, and then a key part of that is doing the process design, which is the to-be vision.

During that time, processes go through a few design iterations where they are optimized and streamlined because we want the robots to be as efficient as possible. This means performing as few steps as possible without sacrificing value and efficiency. It is important because any inefficiencies in a robot are going to scale with the number of times you're going to run that process. If you run a process a thousand times, and let's say there exists inefficiency that results in an extra minute being used, that could be shed if you were to review and optimize that process.

Ultimately, optimization is an important exercise because the benefits include a further capacity to run more automated processes, and less time is taken up by inefficient steps.

Something to be aware of is that updates to the platform have to be managed because any update could impact the performance of a bot that was built with an earlier version. To avoid having a newer version impact the performance of something that was built previously, all of the updates need to go through a due diligence process.

The biggest lesson that I have learned from UiPath is surprising; not everything needs to be automated. It feels weird to say it because thinking, "Well, I have this platform, I have these bots, why not just automate absolutely everything?", but the truth is that there are things that can be streamlined outside of RPAs. Also, some processes can be automated through other means. Consider the very simple example of sending automated emails, or sorting out your inbox by putting the right email in the right folder, those types of things can be done with email rules rather than RPA.

If a platform already has some sort of inbuilt automation, whether that's a social media platform, email platform, networking platform, or any other type of platform, it's always better to explore that first before looking to solve that problem with RPA. There are times when an Excel Macro or an email rule will be a lot faster and a lot more cost-efficient. RPA should be directed towards big-ticket items, big problems, and large volumes to where no existing solution would provide the same level of value.

My advice for anybody who is considering UiPath is to try it out for themselves. The most beautiful thing is when companies take the leap to have a very small citizen developer team, where they upskill a few technically-minded people with free courses and try to build a small proof of concept to see if RPA is the right path for them. I really encourage that sort of curiosity and experimentation because all of the resources are out there and anybody can learn, as long as they're driven and passionate and curious about automation. I would really encourage people just to give it a try and see what comes out of it.

In our organization, UiPath is the number one RPA tool. Being close to the industry as a developer, and I do feel like it's the preferred tool, at least where I'm based in Australia. It is definitely the preferred RPA solution on the market. Our usage is definitely going to increase in the future. I feel like the future is bright for UiPath. That said, it isn't perfect.

I would rate this solution a nine out of ten.

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Harshit Goyal - PeerSpot reviewer
Intelligent Robot Developer at a computer software company with 1,001-5,000 employees

There are challenges raised by the fact that UiPath is coming up with different versions almost every quarter, and at times almost every month. We plan to upgrade almost every quarter. Recently we were trying to add AI Fabric into our production Orchestrator, but we faced a lot of challenges. We had to involve the UiPath support team in the upgrading process. We were quick movers to upgrade to AI Fabric, as not many companies have done that. There were some bugs that we discovered during our upgrade journey, and that's how UiPath came to know about those bugs. It was little tricky, but UiPath's team is always present and helps along the journey. They have been coming up with a lot of new services and products and there are a lot of announcements on their Portal as well. But it's difficult for customers to keep up with their announcements.

Another area for improvement is version control functionality, particularly for Git. So far, for a lot of files, especially Excel, we are not able to compare the differences between two versions of a project. File conflict resolution could be improved.

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Automation Consultant at a manufacturing company with 10,001+ employees

I am an automation consultant and most of the robots that I work on are unattended.

Some of our use cases involve end-to-end automation. One of them is an SAP system where the transaction data, material numbers, and other things are used for T-codes. Based on the value of data in the T-code, it opens other T-codes in the process and updates those registries accordingly. This may include, for example, T-codes one and two. Then, from T-code one, I need to get input with regard to my material numbers. This might be a materials invoice or the invoice numbers of material orders. With those, you have to put it in one T-code and get output.

Based on the output of the T-code one, you need to do the rest of the operations in T-code two and T-code three. Once the job is completed, update all the information about the different T-codes in an Excel sheet and then update it back to the system.

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Developer at a comms service provider with 10,001+ employees

We have not yet used the AI functionality but we are trying to. We have not developed any uses cases yet but it is something that we are working on. We will be taking some courses on it first and after that, we may try some internal use cases.

We have advanced our technical knowledge by using this product. For example, we now use JSON config files, rather than using Excel.

One of the biggest lessons that we have learned is that it is nice to have a good solution design before starting development. There were times where we tried to do something one way but a problem occurred, so we had to solve it by trying different features, then testing and running it again. A lot of time is spent during this process. Now, we have learned to focus more during the design, then start to develop it.

My advice for anybody who is implementing UiPath is that it works really well in Windows, so they have to have a Windows machine if they want to start developing.

I would rate this solution an eight out of ten.

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Digital Strategy Manager at a energy/utilities company with 10,001+ employees

We use UiPath for cases where we have to do a workflow-related mechanism. Most of these use cases are small, Excel-based solutions and desktop-solution-related workflows, where one or two applications have to be connected, along with the Excel operation, for the end-to-end workflow creation.

We use both attended and unattended automation.

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Goran Jednak - PeerSpot reviewer
Senior Lead Developer at a leisure / travel company with 11-50 employees

We are using approximately 70% of all of the activities that are available in UiPath. These include web scraping and data entry, where the information is stored in a database. We also perform database queries.

The biggest benefit that we have from UiPath comes from using the API.

The features that we use most often are database communication, scraping, and PDF functions. The only features that we don't use are those related to Excel, for spreadsheets.

For smaller projects, we are only passing parameters from .NET applications but in the newer projects, we are using features such as database communication and data scraping.

The ease of building automations is great. When I talk about UiPath, I am usually referring to Studio, which has a very intuitive and easy-to-use interface, yet it is very powerful. This is something that has improved with the help of forums and tutorials. In 2016, it was more difficult because there were really no forums so we had to contact the head office in Bucharest, Romania when we needed help. Getting a demo had to be done in the very early hours and there was lots of communication back and forth. It was a struggle to find solutions, although to be fair, they've been very helpful. These days, it is very easy to use because there are numerous examples, and UiPath Academy is available, along with other resources.

We have been using the UiPath Apps feature and it has helped with the ease and time required for creating automation. Everything has improved over the past several years, as in the past, there were no examples or tutorials available. There was no manual and it was very technical. At the time, you definitely needed programming knowledge in order to handle some of the scenarios. It was at times like this that we relied on support from Bucharest.

Even today, there are only a couple of programmers in the company who develop the bots. Even with the Apps feature, I don't think that the end-users are ready, although this may be because of the way that our organization is structured. Everything is given to the IT department because our scenarios are very complex, and not a simple case of data entry or something like that. With such complex solutions, it is definitely too difficult for our end-users.

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Technical Writer at a cloud provider with 51-200 employees

We used to maintain a lot of Excel sheets for lead generation and other activities. UiPath helped us to automate those processes and clear our workloads so that we could focus on other main tasks.

It saved a lot of time on tasks that could be quite redundant. Fetching data and maintaining the machines and regularly updating them. That's the only thing that I was using it for. Using UiPath saved me about 10 to 12 hours on a weekly basis.

It allowed me to delegate mundane tasks to personal automations and to focus on more important tasks. By not having to do tasks that don't add value or skills, I could focus on tasks that were more important and that added value to my skills or targets. That brings much more satisfaction.

Also, the ability for employees to delegate mundane tasks to personal automations meant that we did not have to hire a person dedicated to doing those particular tasks. We could use the tool to do those tasks. It helped save those costs. On that front it helped in business operations.

UiPath was quite useful in terms of getting data from thousands of webpages online and arranging it in a predefined format. You can easily create robots and define operations in UiPath.

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Gabriel Haibi - PeerSpot reviewer
Digital Efficiency and Innovation Manager at NeoBPO

We don't use the low-code functionality. Rather, we use the typical development features. When you're talking about developing inside the UiPath, you have something very user-friendly, so you don't even need to use the low-code options. It is very intuitive and you don't need to know technologies such as C# or .NET to develop automations.

The use of UiPath has helped to increase customer satisfaction by a lot. Our main goals are to improve the average handling time that the customer needs to complete transactions, as well as to improve quality. Customer satisfaction improves not only with the financial benefit resulting from a better average handling time but also, from improved quality in transactions. Our human resources department uses tools such as surveys to investigate the quality and they have their own metrics and KPIs for customer satisfaction.

Our first-contact resolution rates have increased because as we develop successful cases and implementations for different customers, future customers benefit from this through faster service, which leads to better customer satisfaction. I estimate that our first-contact resolution has increased by 15% to 20%.

The time it takes us to create automations depends on what we assess the complexity of the bot to be. We have a methodology and metrics that have been developed by our Center of Excellence, categorizing the bots into small, medium and complex. A small bot, which has simple logic, is something that we implement in between one and two weeks. A medium-complexity bot has a timeline of between two and four weeks, and a very complex bot takes four to six weeks to implement.

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Mattia Mezzacapo - PeerSpot reviewer
RPA Engineer at a computer software company with 10,001+ employees

The primary use case is the automation of many reports, dashboards, and tables that were created manually by some of my colleagues. The tasks involve collecting information from SAP Solution Manager, manipulating some of the data based on business rules that have been implemented, and then storing the data in a specific way that can be used in the next part of the workflow. This includes using Excel and the aim is to create a PDF report that is sent to the top business line managers.

UiPath is the perfect tool to implement a solution like this, with continuous operative tasks between Microsoft native applications such as Excel, Outlook, and PowerPoint.

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Manager and Lead - Digital Center of Excellence at a consultancy with 1,001-5,000 employees

Most of the time, we work with financial services to automate financial transaction monitoring systems. We go through multiple CRM and financial systems, then query the transactions based on the KYC information. We use OCR operations, using UiPath Robot, to fetch information, such as, identification number, passport number, and their tax information. We extract this information, then validate with our financial data or transactions data to ensure that there is no fraud nor anomalies in the system. If there are any suspicious transactions or potential fraud, we do manual investigations. Those manual investigations are redirected from the robot to a human agent, then the human agent verifies the information. If there are any cost validation requests from other systems, such as Salesforce and PeopleSoft, then another bot will be triggered using UiPath Orchestrator. After that, we do the remaining processing. At the end of the processing, we use the UiPath analytics service. That analytics service uses UiPath logs, which helps us to understand how the bot is performing and how many transactions we have validated. From that, we look at how many were successfully processed and how many were manually handled, i.e., exceptions. We identify business exceptions for any transactions during the initial pre-validation stage, such as the user identification number is not valid or input data validation errors. For example, passport information must be an alphanumeric eight digit. If the bot identifies that the value is not eight digits, but four or five digits, then it is an invalid record straightaway. We can see this from the reporting and performance graphs.

We do automation for our HR processes, such as onboarding processes. On any day, there are five or six people who need to be onboarded. This is one of our standard business cases. We have a UiPath robot design using UiPath Studio and then it deploys in Orchestrator. This robot is being used by the HR admin. They can fill in the key information of the user, e.g., name, level, and their package. So, they import all this information, which includes my identity information, mobile number, email, and IDs on an Excel file, possibly along with a few other associates joining tomorrow. Once those entries are made in the Excel file, then the user can trigger a robot. They also need to keep the file in a designated folder. The robot will read the file from the designated folder. Then, one by one, it will read the records or line items from Excel and open an SAP portal. After logging through the SAP Portal, it inputs the required employee information. After that, it will go to Microsoft Azure Active Directory to QA the user, email, and ID. It will then go to PeopleSoft to create an HR record for the salary information, leave information, and the level at which the associate is joining. At the end of this process, it will update the status to, "The associate has been registered successfully." It will then send the updated final report to HR, saying, "The processing has been completed." The bot triggers information with their newly created email ID. They can then access or receive the onboarding information. This is how it works.

Depending on the client's requirements, we use UiPath AI Center and UiPath Apps for custom requirements. Most of the time, we don't need them. There are some times that we do based on the client's requirements.

I am using UiPath Studio, UiPath Orchestrator, and UiPath Robot.

Initially, I used the on-premises deployment model. For the last two years, we have also been using the cloud deployment option, UiPath Cloud, along with the on-premises. This is based on a client's requirements.

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Consultant with self employed

Document Understanding is a good feature. It is a combination of artificial intelligence and machine learning. We have created some workflows using Document Understanding. We are using its machine learning to do some language analysis, semantic analysis, and invoice processing. UiPath currently provides some language conversions, such as German to Russia and Russian to German. However, it does not offer Russian to German, English to German, German to English, Russian to English, and English to Russian as well as some non-trainable languages.

Document Understanding has been one of the best features for invoice processing. For example, companies require some keywords in invoices. While normal frameworks take much of time, we upload the invoices using Document Understanding, then determine the keywords required for cross referencing. The cross reference is very fast. It will capture the amount and put that in an Excel format. This is a very good feature.

A valuable feature of UiPath has been the REFramework. In banking, we need to log in to the website with a user ID and password. Once, we did that wrong and the workflow stopped. Using REFramework, there is exception handling. Stability depends on the correct configuration of error handling, so this is the best feature. 

It has some Citrix recording options.

The AI Center feature has been very good. It supports many machine learning languages and skills. It speeds execution and provides a good savings on time.

I like the certifications offered by UiPath Academy.

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Prankur Joshi - PeerSpot reviewer
Associate Project Manager at InfoBeans Technologies

We provide RPA services and I am currently working on two different projects.

These projects are for two different clients that are each using a different version of the platform. In both cases, it is an on-premises deployment. Our clients only use the end product and don't do any development themselves.

One of my clients is a retail organization and the primary use case is invoice automation. Previously, the process was totally manual. They have different products and different departments and for each and every department for which they bill, like HR, there are printing and supply chain tasks to be completed. As part of their process, they generate invoices monthly.

To generate invoices, they need to gather data from different sources, such as a database or Excel files. What we have done is fully automated the process. They now only need to work with a consolidated Excel sheet and then email it, once complete.

Once they send the email to a particular email address, the robot retrieves it and reads the attached Excel sheet. After doing some cleaning, consolidation, and validation, it generates invoices each month in a particular template, and then it submits them to the EBS portal.

The manual invoicing task used to take between two and two and a half weeks. Now, they start it at 4:30 when they leave and it works overnight. The process is now fully completed within two days. The time saved is now time that can be used to focus on higher-value work. It has also improved employee satisfaction.

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Mukesh Kala - PeerSpot reviewer
Application Development Senior Analyst at a tech services company with 10,001+ employees

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.

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Sandeep Nain - PeerSpot reviewer
Associate Principle Engineer at Nagarro

The Studio is where the development takes place and the interface is very user-friendly. You have the ability to drag and drop components, and this is part of why I think that Studio is the best feature in UiPath. The next best feature is Orchestrator.

The Orchestrator is quite good because it is a one-stop shop where you can run robots after creating them using Studio. You can create queues, monitor the bots, and if there are any issues then you can debug them at the Orchestrator level.

UiPath has a low-code feature called Studio X, which is specifically for business users. They can just drag and drop activities like reading emails, retrieving email attachments, reading data from Excel, and posting data from different sources into different platforms. It is a very good platform for business users who don't know much about coding. It is customizable in the sense that business users can have the system follow a set of simple steps, although it won't do complex things.

UiPath Insights is a feature that has everything from a tracking perspective, which tells you how the bots are working at the production level. It provides statistics about the live environment including how many processes are being run, how much time the bots are being used, and the productivity in general. There is more analytics available from data services, tests, and the AI center. All of these features really help when it comes to analyzing the data, not only from a development perspective, like tracking data on how much a robot is at a log level, but also from the end-user level in a production environment. Reporting on productivity in a single day will show how much time the bot was run, for example, 80% in terms of time or 90% utilization, and other such details.

The UiPath App feature is something that we can use to create simple apps, and these can act as integrators. Suppose there is a process that uses 10 different screens, we can create an app that will be integrated with all of them. As a developer, all 10 screens are used in my workflow, and instead of going to each of them, I can create an app that uses all of the fields that are relevant to me on each of the screens. 

The speed at which we were able to create automations for our contact center was very good. One of the reasons that we choose UiPath over other tools, such as Automation Anywhere and Blue Prism, is the ease of development. When it came to setting up the contact center, it was only the connection between different platforms that took time. The bot creation and the workflow creation were quite easy. It took approximately one and a half months to create the whole automation for the contact center, which is quite good.

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Rahul Kumar Khatawani - PeerSpot reviewer
Senior Software engineer at Wipro Technologies

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.

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Harsh Bansal - PeerSpot reviewer
Associate Consultant at Capgemini

We mostly use UiPath in the healthcare and banking/finance sectors. Our use cases depend on the different sectors we use it for. A typical use case would be an Excel file with lakhs (hundreds of thousands) of records that we need to filter and apply some business rules to. We may have to check whether numbers are in integer or alphanumeric format so that they can be accepted by a particular application, or whether date data is formatted correctly.

We use it for end-to-end automation. We take all the input from users, regarding the full life cycle of a process, and use UiPath to create a business solution. An end-to-end project can include taking an Excel file and putting the data into a data table. Based on that, we create some business rules, check things with validations, and then create some templates. We upload the templates for different legacy applications so that they can be automated. A bot will run these scenarios in the backend, in either attended or unattended mode.

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RPA Assistant Manager at PwC India

Document Understanding was a game-changer. One of our clients has manual billing that needs to be processed. With the help of Document Understanding and UiPath Action Center, we created an excellent workflow for our client. It also gives us better accuracy. Now, there are hardly any exceptions in the client's billing documents that are being processed.

In my previous role, I presented some clients the end-to-end installation design of UiPath, e.g., building a PDD using Task Capture, going to UiPath Studio to build the actual solution, and then later going to post-production Insights. 

UiPath has helped to minimize our on-prem footprint. Most organizations prefer on-prem because it reduces the risk of compliance issues.

Attended robots have been very beneficial for our users. UiPath saves one robot for every user. We have a couple of clients who are using attended automation for their day-to-day tasks.

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RPA Developer at a tech services company with 10,001+ employees

For beginners, UiPath is a very low-code or no-code experience. They can get started with StudioX. The best place to learn the solution is the UiPath Academy. If they come across any hurdles, the forum is an excellent place to post them and get answers. As a community, UiPath is very encouraging for newcomers. People with no coding experience can automate processes.

Initially, because I was working with Automation Anywhere, the switch was a little bit overwhelming. There are comparatively more Activities in UiPath. The scope is very large; you can automate large processes. But eventually, I have come to feel that building automation is easier in UiPath than with Automation Anywhere.

Also, in my experience using UiPath automation, we have not had to make any changes to infrastructure. It has really been a seamless interaction.

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AYOUB BOUHIA - PeerSpot reviewer
RPA Engineer at a tech vendor with 201-500 employees

I am an API developer and I use UiPath for development. I use it to develop solutions for banking problems, like banking automation.

For example, in my previous company, I used the API for developing automated reporting solutions that take a lot of Excel files, check their data, and try to generate a web page containing many graphics based on the Excel data. It's basically translating the data on the web and it's made automatically every month. 

For my current company, it's a banking company, and I'm working on the banking solution. It's a process of verification of the user identity or the client's details. This process is based on taking the ID card of the person and digitalizing the data. It's a technology meant for reading data from documents. After reading this data, we automatically take this data and put it into the database and create accounts for the user or do a lot of automated things. 

At my current company, the use case is for the process of managing the relationship between the client account and any fees. A robot always checks if there is something to pay for the client and can take the fee automatically if that is the case. Then there is a transfer of money based on the request.

For example, when someone wants to do a transfer they add the money and sign a paper. This paper contains the information of the client's account, including details such as the client name, the account number, and the amount of the transfer. We take the data and the robot automatically takes the data and, via the web, goes to the apps of the bank in order to search for the client, search for the account, say the amount, and take the proper amount from his account, et cetera. We're able to save steps as everything is automated.

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Bohdan Levandivskyy - PeerSpot reviewer
RPA Consultant at a tech services company with 11-50 employees

One of the most valuable features is that UiPath is easy to deploy, especially for medium-sized companies. It is also easy to scale.

Also, the fact that you can scale automations without having to pay attention to the infrastructure for doing so is quite critical. The infrastructure could require a lot of maintenance resources and affect costs, so that feature is quite important.

UiPath enables you to implement end-to-end automation, with its full range of tools, starting from Automation Hub, which is the initial point for gathering your processes from business lines. It's driven from employees or a center of excellence, and goes on to include implementation, and the reporting in Orchestrator is quite powerful as well. The end-to-end coverage is important, as clients always like one tool that covers their needs and plans.

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Lakshay Verma - PeerSpot reviewer
Sr. Software Engineer at a tech services company with 501-1,000 employees

In the case of one of the clients I've worked with, they're working on a process where they need to provide students with a student visa pass. It's within Singapore and every student that has joined this institute needs to apply over a website. 5000 applications are received every year. These applications need to be manually added to the government website.

We automated this process, starting from the beginning to the end. There's a lot of interaction required. The team worked on an Excel sheet. In fact, a number of people work on these Excel sheets. With many people, there's always a chance of misleading data, as I might at one point be doing some more revision on the sheet, and someone at the other point might be doing more revisions. There is the chance that data will clash. In order to make sure that this won't happen, we came up with a SharePoint list where we could add the data, and if anyone changes anything, there's a simple and clear record of who made the changes, and what the change was.

At the same time, the bot can work on the SharePoint list as well - and there is no chance of a clash occurring. We can create a process and a number of steps that involve reading the data and extracting data from an application while swapping or extracting data between two forms. 

There's a lot of swapping. We extracted the data via the backend, via the database, and directly put that into the IC application. The processing time for this application previously was somewhere around 20 minutes. Per record now, the time has been reduced to three minutes. Previously, there were 18 people working on any particular application. Right now, there are only two bots working on this website, and they are doing work like magic. 

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Shalu Mittal - PeerSpot reviewer
Software Developer - II at Rackspace Technology

All the features, all the packages, everything, have been great. All of the artificial intelligence which we are getting is super-useful, as are all the needed updates.

All the features are valuable as, much like any application, it cannot work without just one feature. For example, we have PDF automation, we have Excel automation, Citrix, SAP, and we have SharePoint automation - which makes it so that we can automate anything. All the features combined allow us to work on multiple projects or one specific project. 

The ease of building automation using this solution is good. I really enjoy the flexibility. It's also very easy. We do need a few coding skills with languages like C# or Power Automate. However, it's got a good UI, with drag and drop functionality. That makes it easy compared to other tools, like Prism automation. UiPath is much better and it's highly recommended.

Scaling automation without worrying about the infrastructure was easy. I simply did some googling and looked to see which automation tools were out there and which was the leader. There were multiple training portals - including UiPath Academy, where I was able to pull all of these tutorials and insights. There's also a free forum where queries are answered. It made everything quite easy. 

The solution enables us to implement end-to-end automation starting with process analysis, and robot building. This end-to-end coverage is important to me as we follow an agile methodology. We have an RPA development life cycle. This product gives us all the tools and everything we need. The requirement gathering and document preparation come as standard models. We have UiPath Studio for testing and UiPath test features for maintenance. We have the Orchestrator where we can maintain everything as well. We can see where things are working or not. In fact, we have integration with PagerDuty that gives alerts if something is failing or not working. It's really important that UiPath has integrated across all the life cycles, and that all the phases are working properly.

UiPath has helped to minimize our on-premises footprint, which has been very important to me. It's very important due to the fact that we can build a robust and scalable solution for an enterprise and have security in UiPath. It's very important that customer satisfaction is there, no matter what we are developing. It's very important to our organization.

It's a very fast solution. It can provide a result or automation to a business process within seconds. If we have an API, we can integrate EPS as well instead of using the UI. Basically, we can get any solution we need within seconds. It's very fast.

I have noticed that the solution reduces the cost of digital transformation as we are saving on manual hours. It's reducing them. We don't have to hire more people to do these manual jobs, which has helped us reduce the cost.

We did require application upgrades and IT application support. We wanted to update get all the latest features that UiPath often releases. I've seen every month or every year we get all of these new packages. It's better to include the latest version to get all the latest features.

With UiPath, we have reduced human error. Humans are prone to making errors that they can make at any time. The bot does not. It's continuously given proper feedback. The lack of human errors has affected business a lot. The bot allows for complete confidence that perfect work is being done. It has also freed up employee time. We've saved thousands of hours. We have ten processes that are running in production. Up to this point, with those running, we have saved up to 1,918 hours from the automation. On top of that, employees can now focus on higher-value work. It has improved work satisfaction. There is more self-motivation that boosts the work, which we are doing.

The solution has reduced costs overall via automation. However, I cannot speak to exact cost savings. As a whole, it's saved our organization money.

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MilanBangoria - PeerSpot reviewer
Senior Specialist Application Architecture and Developer at a tech services company with 10,001+ employees

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.

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Senior software engineer at a financial services firm with 10,001+ employees

We can use browsers like Internet Explorer for our automation. However, we've been able to use Excel as well with just a few hiccups in the beginning. UiPath really helped us with this change by disabling some elements at the managerial level. It was a big learning experience for us.

We are able to use codes to do a lot of checking to see that we are getting enough data and that we are able to filter it correctly.

The ease of building a process is pretty good and simplifies things. Normally it takes three to four hours to complete a process. That includes everything, including generating reports and sending the data. There are, of course, multiple steps involved in the process. We've gotten that down to about six minutes. We're able to better focus the work and, at the same time, we're able to use a lot of bots to get things done. 

We can scale the solution well. We've already deployed four more bots for various processes. We're actually able to have good control of each bot. We're able to put things into a proper standard format and then send the information where it needs to go without having to handle the process manually. It would go so much slower without the bots in place without having to go back to the customer. There's no longer a needs to do anything manually here. There was a concern that customers would not be able to manage the process that's automated by the bots, however, in the end, everything was clear and it was easily handled. 

The solution enables us to implement end-to-end automation, starting with process analysis, then robot building, and finally monitoring automation. We're involved from the very beginning to design the process from step one. We're able to test everything out before moving to production and that allows us to make sure everything works. End-to-end coverage is first and foremost. The visibility we have is really powerful. 

We were able to deploy in parts, as we didn't have global production. At first, we didn't know how to manage everything. Once we went live, however, we were able to monitor it all. We could send reports to show what was happening, and if there were any concerns, we could go and directly look at those areas.

The solution helped to minimize our on-premises footprint. I always look for capabilities to deploy from the cloud. It changes as the customer needs to decide how to ultimately deploy. However, the cloud is able to handle anything an on-prem option would. We are able to handle the entire volume using one cloud. Our bots are able to be on the cloud and online. 

Attended automation has helped to scale RPA benefits in your organization by automating department roles and specific processes that require human/robot collaboration. Previously, we were concerned with data loss and not being able to attend to the browser. We were not able to do even the simpler stuff.

We were able to upgrade to an updated version, from 19.4 to 20.4 which had some more UI and automation. We were able to upscale our entire quota. We're able to do workarounds if we need to.

We can speed up our automation processes and automate faster with UiPath.

The automation cloud offering helps to decrease the solution's total cost of ownership by taking care of items such as infrastructure maintenance and updates.

The solution speeds up the cost of digital transformation.

The solution has reduced human error. We've been able to reduce errors and have gotten more quality data instead of just more data. That way, if there is a mistake or something goes wrong, we can check the error against the quality data and resolve issues more effectively.

It has also freed up our employee's time. They can better deliver on big and innovative processes. We used to handle a lot of high volume tasks at the end of the month mostly and that's since tapered off. We'll have to see at the end of this month how much time savings we've accumulated. 

Our employees can now focus on more high-value work. Employee satisfaction is high as well. In a bank, we do have a high volume of transactions every month, and previously, each would have to be checked and verified and balanced by someone manually - even if most would be dismissed as canceled transactions, et cetera. With automation, our employees no longer have to look at everything themselves. They can be wiser about what interventions they have to make every month.

Overall, the solution has reduced the cost of our automation operations. As a developer, I cannot speak to exact amounts, however, as that's handled more by project managers. 

So far, the solution has saved the company costs. We're very customer-focused in our organization. Deploying these kinds of innovative solutions allows us to better serve while offering our customers better services as well. It's become like their personal service manager. We've done this without ballooning costs. 

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Shubham Agrawal - PeerSpot reviewer
Software Engineer at Tech Mahindra

The company I work for is a UiPath partner.

There have been multiple companies that I've been working with. Two remain the same. I've been using different tools as well. It's been on and off with UiPath.

We are not using the latest version of UiPath. The latest version is 2021. We are using 2020. This is due to the fact that the client that I'm working with has a stated policy as to using a minus one version. They believe it could not be a more stable version for any product. 

At this time, we don't use the SaaS solution or the AI functionality. However, I have enrolled in AI training to better understand it. We do not yet use the automation cloud or UiPath apps either.

In terms of employee satisfaction, from the experience I had from interacting with the client and different users, they are happy as well as sad. They are happy in terms of moving away from the mundane work that has been taken off from their hands. They are, however, both sad and afraid that they could lose their job.

I'd advise users, if they're a layman, to go with the training. Just start with the training from the UiPath website itself, in the RPA Academy. That is sufficient for anyone to start with. They have all the courses that start right from scratch for every role, be it business analyst, solution or product developer, et cetera. In six months, even starting from scratch, you can excel on this product.

With UiPath, it really is possible to optimize so many things. 

I'd rate the solution at an eight out of ten.

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Geetishree Rao - PeerSpot reviewer
RPA UIPath Trainee at a non-profit with 11-50 employees

I've created an app for conversions and exchange rates. Every day I need the exchange rate of a certain currency and I use the API free exchange and UiPath.

It's also used for the reconciliation of invoices.

I've used it for the creation of an onboarding bot for employees to be onboarded onto a website with a remote system. I used AWS and a virtual machine and created a Google Form from there, and used UiPath's computer vision to do onboarding activities and extract data from files. PDF files can then be entered into the remote system. UiPath can be used to fill the forms.

It can be used for web extraction tasks as well, for example, for booking flights, where you can extract the flight details for particular search criteria and place them into an Excel sheet.

It can also be used to extract data from invoices in order to populate an Excel sheet, for a portable format. I've created a process that used documents as a learning model and extracted the invoices, using logic to output the transactions. 

Another use case I tried was extracting data from Amazon based on exact data. The same can be done on Linkedin using the Linkedin API. I'm fine-tuning and extracting data, putting the outputs on Google Sheets.

I've experimented with many use cases and automated many processes. 

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Application Development Specialist at a tech services company with 10,001+ employees

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.

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RPA Consultant at a computer software company with 10,001+ employees

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.

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Amin Kamali - PeerSpot reviewer
RPA Solution Architect / Project Manager at Ariamehrgan Information Technology

There are lots of use cases. Mostly, there are many gaps in organizations that buy a lot of software and a lot of automation platforms like ERPs, however, they don't know how to actually create an end-to-end process and connect those systems. In those cases, they end up like small islands in a big organization. What I started doing was filling those gaps. After that, we use the RPA to fulfill that. For me, a lot of processing in Excel or some processes that needed multiple users to interact is what we use the solution for. We just capture those tasks and convert them to RPA bots. Basically, we've automated a lot of manual tasks.

We do not use UiPath in the contact center environment. In our case, contact centers here are really dependent on CRMs. Even using chatbots in contact centers is still very new in Iran. These foreign branches, these foreign companies that are in Iran, do not see any potential to use RPA in this scenario. 

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Eduard Shlepetskyy - PeerSpot reviewer
Founder at ECTIVE Automation

We primarily use the solution for automation of the back office. When speaking about our customers and use cases, I wouldn't highlight one specifically, however, mainly, we are using UiPath to build a center of excellence. The aim is to automate a majority of the processes in the company, and that includes Order-to-Cash, HR, supply chain, and even IT, among others. We are not approaching needs for one or another specific process. We want to automate the enterprise end to end.

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Tech Project Manager at a financial services firm with 1,001-5,000 employees

While I like the Academy a lot, it could maybe go deeper into some of the topics. The basic ones, such as Excel, which is already a decent course, could maybe go into more specifics. My issue is that, while the basics are good, getting into the weeds a little more could be very helpful. It's hard to specify exactly what is needed, however.

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CEO at a logistics company with 10,001+ employees

We're the shared services divisions to contact centers and handle back-office work. Most of our use cases with UiPath so far have been automating back-office work, taking information from Excel files, and putting them into legacy systems or some mainframe integrations. All of our robots, as of right now, are unattended automation. We haven't really used the attended robots just yet.

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Enterprise Optimization | RPA | Digital Transformation | Intelligent Automation | Next Gen Tech at City National Bank of Florida

The time to value is excellent on this solution. It is incredible. Unlike any other technology, which is really generally workflow-related, this RPA will give you quick wins, as demonstrated by the return on investment.

The solution has saved costs for our organization. We look at it from different lenses. We look at it from an actual savings perspective. We forecast it and then we annualize it to understand where the product will be or what it will bring us in the long and not just short term. For us, it’s very ROI-driven.

I’ve been with the bank for nine months now, and we went from having two processes automated to now having actual savings of about a little over $300K. It's not bad. There are about 30 processes in production. If we annualize that and forecast out we can see how we can continue to grow.

We have been able to reduce human error. I would call that the cherry on top. You don't really track that until you have it automated. However, if the alternative is having end-users upset that mistakes happen, having the level reduction we’re getting is great.

The solution has freed up employee time by a lot. We see it wherever it's very transactional heavy, where we had multiple team members. Now the teams are built by bots and people. Where you had three people before, now you have a person and a bot executing. So far, we have likely saved, in these nine months, a little over 11,000 man-hours. That's quite a win.

This additional time enabled employees to focus on higher-value work. That’s the whole purpose. We tend to look at ROI, not just money. It's also what else are the employees doing. We’re saving money from a man hours perspective, and, from a cost avoidance perspective, we’re not having to hire. The folks that work for us actually can do valuable work. They can focus on better decision making, more time with the customer, better relationship making, et cetera.

My team has started to utilize the UiPath Academy. My team is composed of multiple different skill sets from PMs to BAs to engineers, and so forth. Even at the level of IT, with the teams that manage infrastructure, sometimes I have them taking some of the infrastructure courses in the Academy. The Academy works well due to the fact that they prep you to grow quickly. If you don't understand how the technology operates, it could be a little bit difficult. You do have to train a little bit to understand it a little bit, however, it's not very difficult, especially when you have access to the Academy.

Having the Academy has affected the process of getting employees up to speed big time. Their appetite to get better and better is just enormous - not just due to the fact that the product is good and it's providing that information to do that, but also due to the fact that they're seeing results. That's helping them want to do it better and faster. It’s a win-win situation there.

The Academy has a really good curriculum for very particular skill sets. It's hard to be an engineer and have to learn a bunch of different stuff that won't necessarily concern you. UiPath has been able to really compartmentalize that learning capability so that it makes sense to different groups and speaks to their level of expertise. That’s probably the most valuable aspect of it.

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Senior Director, Enterprise Technology at a computer software company with 1,001-5,000 employees

UiPath has reduced human error. With the very manual nature of formulas in Google Sheets and Excel that now can be performed using UiPath and so Spreadsheet controls have been tightened.

The automation cloud offering helps to decrease the solution's total cost of ownership by taking care of things such as infrastructure maintenance and updates.

We were able to significantly cut down time and hours on some of the key processes which then frees up people to focus on their day jobs as opposed to manual routines with predictable processes. We see 75% time savings. 

The use cases revolve around polling data from multiple systems, but when that has been automated using a bot then that takes that time away. You spend less time gathering the data points and more time doing exception management and reviewing the data.

Those manual hours translate to cost savings and that definitely can help us scale and grow. We were able to see at least one full-time employee equivalent savings.

Saving employees' time has allowed for employees to focus on higher-value work. Rather than spend 80% of their time looking for data, they are now spending 80% of their time really addressing the nature of the data, like what went wrong and trying to gain actionable insights as opposed to trying to figure out whether the data was complete, to begin with.

This has impacted employee satisfaction. One of the key challenges with remote, work from home has been the higher probability of employee turnover and burnout. Also, as part of job satisfaction, working on the right things at the right time and marrying professional and personal endeavors and aspirations, from that respect, UiPath has freed up a lot of employee hours spent on manual routine tasks. That really gave them a human element in everyday work, which revolves around getting value as opposed to merely collecting data.

AI helps to automate processes that are more complex. Part of it is that it is very precise with attended versus unattended elements and it also really understands that the key is not to give everything away to the bots, but it's almost always trading off and achieving a balancing act. Where human intervention is still needed by only at the right time and looking at a small sample as opposed to the entire population.

The AI functionality enabled us to automate more processes overall. We've been able to venture from beyond regular G&A processes to more HR processes. From applicant to hire, it elevates the employee experience and does not just look at scaling.

I'm a big fan of the Academy because it has let me self-serve in a way that I was quite accustomed to.

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Cherry Prangley - PeerSpot reviewer
Unit Manager of Big Data Analytics and Data Science at a insurance company with 5,001-10,000 employees

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.

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Director Financial System at a non-tech company with 10,001+ employees

Right now, it is way too big for me to even understand it. I feel like it's a universe. I'm just trying to get directions. The area that I'm looking at right now is analytics to make sure that we can properly report on how they're doing, and that's what is going to make management invest further into our idea. I come from a reporting background, and that's what I focus on in other financial packages that we have with PeopleSoft, Hyperion planning, and the FCCS cloud. In many of these automations, the need part of it is that you're not stuck within the software that you had; for example, a macro within Excel can only help you with what you're doing in Excel. It can't help you with an email. It can't help you with a PDF form, but you can bring these together, so the automation opportunities are endless.

So, at this time, it hasn't saved us money because we're just in the investment phase. That's why I want to do reporting so we can see. The decisions you make now affect the next 10 to 20 years. Everyone gets too short-term-focused. You should go to where you want to be five years from now and go backward. What you are doing today is going to make that five years strike. So, it is an investment.

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Eric Bersagel - PeerSpot reviewer
Automation Platform Owner &Architect at Global Healthcare Exchange

Reputation was a big reason we went with UiPath, as well as the growth and the ability to integrate specifically to the cloud which was missing in other solutions. That was a big plus. The ability to use something like document understanding and the ability to interact with internal APIs were also key features. It's not just web scraping and doing things in Excel or other things like that. We wanted it to work with our internal native applications.

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Neil Alcorn - PeerSpot reviewer
Director, Enterprise Operational Improvement at GROWMARK

The most valuable features of UiPath are the possibilities. For example, we're excited about what's coming and we've saved some time with the bots, however, we're still learning. The idea is once we get really good at process mining it will be really good at building bots. We'll be able to uncover those opportunities and then execute on capitalizing on them.

I'm not sure of how much time we've saved, in the tens of hours per month. While it's not nothing, they've been small use cases to build up the capability. We are still figuring out how to build bots, and how to get the orchestrator all set up. 

We're doing a crawl, walk, run, taking our time and doing it right. We are building up the center of excellence. We're out of crawl and we're in to walk, however, we're not running yet.

So far, the conversation around automation and cultural change has been really powerful in terms of re-thinking our processes and asking if there's a better way to do it. right now, we're beginning to understand that we don't have to be stuck where we're at.

It's changed the dynamic of how we look at our processes and how we talk about why and how we do what we do. That's been tangible.

Our teams have used UiPath Academy courses. It has been instrumental and we couldn't do it without those courses. That was one of the reasons why we selected UiPath. They're robust and it is easy to access training modules.

The biggest value that we've realized from the Academy is confidence. Just getting over that initial hurdle of understanding what we're doing has been huge.

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Sri Raju - PeerSpot reviewer
CEO at smartbridge

We basically help clients think through their RPA strategy, their automation strategy and figure out what the right technology would be. We are a reseller. If it makes sense, we'll resell and we'll advise clients regarding UiPath for their RPA journey. We also use the solution ourselves. We have automated certain things, certain processes within the company. That becomes a practice round and a learning ground for our people so that when we go to clients, we can take some of these ideas and do to the clients as well as reaping the right expertise.

I'm not sure if we are using the UiPath apps feature or the applications feature. In my role, I just lay the strategy and the team executes it.

A lot of times things stall. In company setups we see a lot of cases where they did a few automations, a few bots, and then things stalled. That's a problem in the industry and the way to solve that and truly embrace the art of the possible is with automation. To get there, you need to execute across senior leadership. Without that education, they just don't put their weight on their departments to do the journey. Education is one thing that is very important. They understand the art of the possible.

Another important aspect at the outset is having RPA as a corporate strategy. Pushing to make it a corporate strategy is really going to help. That way, you can stall it for some time, however, eventually, it will have to get done. Otherwise, they are left behind when your competitors take advantage of the agility. There needs to be a center of excellence and companies need to develop internal capabilities. If they don't have capabilities, then they fear not knowing how to handle something. Those are common problems. And those need to be overcome.

I'd rate the solution at a nine out of ten.

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Shelby Pons - PeerSpot reviewer
Intelligent Automation Senior Consultant at a consultancy with 5,001-10,000 employees

Often, the solution is used for a lot of connecting data from different systems, et cetera. Also, a lot of tasks involve taking data from Excel or an email and putting it into different PDFs at high volumes and then saving everything in a certain spot in the file directory.

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Jonathan Neblett - PeerSpot reviewer
Intelligent Automation Manager at a tech consulting company with 5,001-10,000 employees

With federal governments, a lot of the use cases vary around what they're doing, however, it's just a lot of PDF, Excel, and Microsoft Suite automation and then interacting with their custom and web-based tools for subject information.

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Owner/Principal Software Engineer

UiPath helps us to develop and build a center of excellence for our clients. I do development and technical implementation of the bots, best practices, and teach others how to do the development.

The client that I'm working with now is in the financial services sector. They do banking and life insurance. They do a lot of contracts and billing, backend, data entry-type work. We process all of the return mail that comes in, scan it using Doc Understanding, publish new bills, generate form letters, and all of those tasks that go along with managing the client for life insurance, annuities, 401K, etc.

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Manish Kc - PeerSpot reviewer
RPA Program Lead at Mercy Health Corporation (Data)

The partnerships that UiPath has with other vendors are excellent. Some of the applications that we rely on heavily, like DocuSign for Workday, already have built-in integrations with UiPath. This will help us scale and go to market quickly. 

I am happy that they are always listening to us and doing as much as they can to include more features. 

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Automation Engineering Manager at a computer software company with 51-200 employees

It's pretty stable. The biggest issue is just that more companies need to really adopt a change management system, whether that's through Service Now or is built-in change management, those alerts need to be going to the RPA center of excellence. 

There are things that will change or break the UiPath bot sometimes. They're very stable and they've become more stable if there's a change management system. Automated testing can make it so you can catch things that have changed with applications with RPA testing before they've occurred and then you can fix things quickly.

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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.

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Associate - Robotic Process Automation at a financial services firm with 10,001+ employees

The orchestrator is very valuable for us. The ability to have processes, especially transactional processes, be fed into and triggered from there is excellent. I really like the ease of use that allows not just typical developers to use the Studio version, but also StudioX, which allows citizen developers with little to no coding background to be able to automate their own process. Studio limits a lot of the coding you would generally do in Visual Basic and offers a pretty easy use case for people who want to get into development, who might not have that background.

I’d rate the ease of automating within UiPath at an eight or a nine out of ten. Maybe even a perfect ten. They make it very simple. It's a really good platform and for everything I've used it for so far, I can't think of how I would do this X, Y, or Z differently. I really like it.

In terms of our adoption of it, we just started using it this year. We haven't had a large volume of bots delivered and put into production, however, with what we're using, we have a lot of proof of account sets and use cases that are getting pushed along that are going to save the company time in man-hours.

It's going to save the company a lot of potential risks in terms of manual error. It's also something that can be used to automate processes that are very heavily related to compliance procedures as well, where you don't want as much manual touch for the same reason and you don't want to risk, even if it doesn't take that much time for a person. With automation, you remove the risk of somebody making an error.

We don’t have a crazy amount of metrics. We're really in the process of adopting it into the organization. I'd say within the next year, we're really going to be seeing a very large adoption of it.

We have seen direct savings in costs. Every project we deliver in time save has an associated cost reduction to it. If you're saving, for example, four hours a day on a manual process, you're saving that money. You’re also saving on anything that's related to risk. I don't have any hard numbers on the amount of time that's been saved, however, it’s been positive.

Our teams have used the UiPaths Academy courses. It’s helped make the process of getting employees up to speed with UiPath very straightforward. It's one of the better learning platforms I've seen. Between them and Alteryx, they both have very good learning platforms.

What's really important is that you don't need to wait for instructor-led training, which is infrequent. We have it sometimes, still, even when we’re having it a few times a year it gets expensive. The online training, which covers most of the same material, is a really good way for people who don't want to wait for the instructor-led training and want to immediately get their own feet wet.

The Academy is very comprehensive. It's well structured and training is easy to follow. I've used other tools that have been much harder to follow online. This one I really like.

The biggest values that we’ve seen From UiPath Academy are ease of use and ease of scalability. The solutions you make based on the infrastructure that's built around it can be made to be very scalable. There's so much that depends on other terms, such as the data that we have on our own processes, that it's going to be the yes or no, whether or not a process we build can be scalable automation for other teams. As long as we get the data and the processes lined up in the right way, we can make very scalable processes, which is good as that's more cost savings for fewer bots and that's really like what we want to see.

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Samuel Kamau - PeerSpot reviewer
Co-Founder at Beta Edge Technology Limited

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. 

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Principal Solutions Consultant at Cobalt Business Solutions (Pty) Ltd

We work with excellent vendor implementation teams and have in-house competence in design and delivery. In most customer environments, there are competent implementation and maintenance resources for bot environments. Over the past 5 years, bot development, administration, and maintenance skills have improved, however, there is still a significant gap in proper orchestration and optimization within bot frameworks - which affects the overall cost and effectiveness of automation strategies.

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Varun Choudhary - PeerSpot reviewer
System Engineer at a tech services company with 10,001+ employees

I've been working with UiPath for almost two years. I'm into development, and I have worked on Excel automation, mobile automation, and web automation.

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Jacqui Muller - PeerSpot reviewer
Application Architect at Dimension Data

UiPath solutions are definitely very stable. It is very easy for us to build quality solutions and put them into production, then be able to trust the solution that we have put into production. For any automation center of excellence, that is quite important. You need to have a level of trust in your organization, inside of your environment and inside of your solutions. 

This also is attributed to the quality of our developers. We have strong, skilled developers. Without a product like UiPath, stability would not be such a great factor, especially if we had to go with a different approach or tool sets.

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Murli Manohar.K - PeerSpot reviewer
RPA Developer at a tech services company with 51-200 employees

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.

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Venkata Bhargavareddy - PeerSpot reviewer
Associate Consultant at KPMG

The first use case is related to our email process. We need to download multiple attachments in the form of PDF and Excel files from emails. We only accept the PDF files into a specific folder, while the Excel files go into another. We split them based on the file extension.

The second use case is related to the retail domain, in which we need to update an application with data that we get from a client. We process a few Excel operations and then update all of the invoice records in the application and generate a PDF invoice form with the client's details from Excel. That PDF is then emailed to the client.

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Manager at a tech services company with 11-50 employees

They can certainly improve their Automation Hub, which is their centralized place to gather new opportunities. The improvement could be, in part, in the capabilities. For example, it would help if there were a centralized dashboard. Maybe they could combine Insights and Automation Hub into one solution.

And they also need to revisit the pricing model of Automation Hub. It is an expensive functionality that clients don't really want to pay for. They feel that it should be part of the program and available out-of-the-box. Because it's not, clients just do things using an Excel sheet.

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Ankit Hasija - PeerSpot reviewer
Training Head at MedTourEasy

The ROI has been really excellent. We're able to save a lot of costs that were previously paid for subscriptions to multiple suites of software. We were able to save all of that and invest it into one product, UiPath, as well as into development of the bots.

The ROI has been very positive for us. The main issue is that there is an initial investment that you have to make. Once you do that, the ROI keeps on growing year-on-year. For us, it has only been three years. If we compare our costs and ROI over a longer period, I'm sure we'll see a lot better ROI.

The costs are related to infrastructure and development and, of course, at a later stage, include monitoring and maintenance. If you compare all of that over a longer period of time, you'll see savings of anywhere between two and 15 times compared to an equivalent system, over a period of about five to seven years.

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Johannes Becker - PeerSpot reviewer
Partner at TPA

In two and a half years of using UiPath, we haven't had any issues regarding its stability. It is working very well.

Their customer service is excellent. Whenever we have a question, we immediately get a response. We have calls with their teams, and being in Bucharest, where UiPath also has one of their offices, we are often able to meet them in person. That's working pretty well.

They are permanently improving their products, that´s a huge advantege compared to other RPA providers. In comparison, I have heard that Automation Anywhere sometimes has issues that remain unresolved for quite a long time, but UiPath is permanently bringing up new versions, new products, and new solutions. Until now, we did not run into any issues, we could automate anything we had agreed upon with our clients. We have not had one case where we would have reached the limitations of UiPath.

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Prateek Agarwal - PeerSpot reviewer
Manager at NISG

We are handling millions of users' data that comes in via raw formats, like PDFs, invoices, hard copies, et cetera, and we have to capture that data into our applications so that it can be transformed into usable data for the users. We use UiPath to develop bots to analyze and capture the information in the required format, and to automatically upload and enter the data into Excel.

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RPA Developer at Speridian Technologies

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.

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HarshaVardhan - PeerSpot reviewer
RPA Developer at a tech services company with 11-50 employees

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.

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UiPath Solution Architect at a financial services firm with 10,001+ employees

We implement automation for clients to create savings by cutting the number of FTEs. We've used UiPath for various kinds of automation, including mainframes, browsers, Excel, account payables and receivables, fixed assets, healthcare projects, HR projects, reporting robots, and IT services projects. 

Recently, we did a massive US taxation project that spanned eleven months and covered enterprise and individual taxation extensions. It was a huge project that yielded a lot of savings. 

If I want to leverage a specific UiPath use case, I build small use cases around that particular feature and try to envision a product out of it. I've had several hackathons and general discussion calls because I'm a solution architect. Everybody wants to work on apps, and UiPath is comparable to the blank canvas apps that Microsoft PowerApps provides. 

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Guhan Eshwar - PeerSpot reviewer
Assistant Manager at FirstSource Solutions Ltd.,

It's pretty scalable. It can be used across all major providers. If you want to automate Windows, web-based or PDF-based interactions, or do email or Excel automation, you can. We can also do terminal automation, mainframe automation, and Citrix automation. It covers almost every possible scenario for real-time data handling. 

We only have a couple of challenges, when a customer says we need to do this or that and UiPath doesn't have built-in functionality for that. We need to think differently and add some additional .NET components, for example. 

But UiPath is pretty scalable, and we can use it across all technologies for automation.

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WorkFusion logo WorkFusion: Excel
Analyst, Intelligent Automation at a financial services firm with 10,001+ employees

WorkFusion's RPA Express's ability to scale across multiple geographies with limited impact on additional IT Hardware requirements. This has enabled the scaling of Robotics capabilities and solutions across all our entities.

The RPA Express solution is a free addition to the current Enterprise Agreement the Group has with WorkFusion and provides an excellent entry point into Robotics for new "Intelligent Automation Practitioners". 

Training has been standardized and formalized Academies have been set up.

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Head of Intelligent Automation - Africa Regions at a financial services firm with 10,001+ employees

I do not ever have the need to contact the WorkFusion tech support directly. We have got a Center of Excellence that supports us from a group perspective. We deal with them and they deal with the vendor if anything needs to be resolved.  

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Robotics Support at a financial services firm with 10,001+ employees

Vendor support has been excellent

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Samuel Kamau - PeerSpot reviewer
Co-Founder at Beta Edge Technology Limited

I am a solution provider and I implement RPA products and automate processes for my clients.

In my recent deployment of this product, it is primarily used for financial processes, such as reconciliation in Excel. There are different Excel sheets that I reconcile using automation.

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Senior Product Manager at a financial services firm with 51-200 employees

WorkFusion's automation is excellent from a cost-benefit point of view. It's not for free, but we doubled efficiency. You can look at it in terms of opportunity costs because if we didn't have WorkFusion, our costs would increase by around 30 percent.

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Intelligent Automation Manager at a retailer with 10,001+ employees

The ability to stitch together distinct pieces of a process into a larger workflow is the most valuable feature. I could emulate grabbing input from a screen, from an application, database, or Excel or a CSV file, then take that information and do a ton of different manipulations to it using rules and code, as necessary. Then, I can touch multiple other systems and grab more data or enter data into them, whether it be databases or front-end applications. That flexibility is huge in enabling us to really make a good impact with our automation.

The document processing engine is capable. We have a small number of invoices. For the most part, it works pretty well to process a document, extract the information, and then make updates in our accounting software. Invoices by their nature are structured documents. We only use it for certain vendors, so we are not just throwing everything at it.

It is not bad for structured documents. We just don't use it enough to be able to cheerlead for it. However, where we have used the document processing engine for structured documents, it seems to do a good job. 

WorkFusion does a lot of different things. In terms of workspace and document tagging, it is not bad and pretty intuitive. With a little bit of training, people generally pick it up and are off to the races. Other than that, we don't generally let non-technical users touch it.

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Director, Automation Engineering & Application Development at a consultancy with 51-200 employees

From time to time, I have posted in their community. Nowadays, I primarily work with their support team who is excellent. They are very fast to respond and knowledgeable. I would rate them as 10 out of 10.

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Vice President of Intelligent Automation at a tech services company with 5,001-10,000 employees

The technical support is excellent. I would rate them as nine out of 10.

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NICE Robotic Automation logo NICE Robotic Automation: Excel
Director at a tech services company with 51-200 employees

It is a kind of desktop automation. Its licensing model is a little bit different. It tends to be individual automation specific to a role. It excels at that.

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Kryon RPA logo Kryon RPA: Excel
Head of BI and Process Automation at a financial services firm with 501-1,000 employees

We haven't used the Process Discovery from Kryon yet. We started with processes that we analyzed and found to be suitable for automation. We find that the product, the Kryon Studio, to be very good at doing task automation. We are now scaling out and going to new processes.

The decision we made to develop the processes by ourselves with our team was a very good decision. The onboarding process along with Kryon's Customer Success - if you work together with them and consider them as partners - will work very well.

Regarding the solution's ease-of-use for business users, we use unattended automation so business users are not part of the process. For us, businesses users do not interface with the system.

In terms of finding and prioritizing processes that are ripe for automation, Kryon offered its service in analyzing processes and finding the right candidates for automation. But we were working with a consultant from Strauss Strategy. We are working with them in finding the processes.

We have a center of excellence team which contains two developers and there is a team leader who is responsible RPA. So we have three persons working with Kryon.

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Adam Staude - PeerSpot reviewer
Manager, Application Support at a consumer goods company with 1,001-5,000 employees

Our company has seen crazy growth over the last 10 to 12 years. We have been up 20 percent year-over-year for that amount of time. Without some of this automation, we would not have the time to invest in developing a full solution or custom applications to handle some stuff because things are changing so quick. It's not worth the investment or there is not enough time to keep up. Constantly hiring more people isn't always an option either. It's sort of a necessity with the growth that we've seen to use this to help with some of the pain points that we have just around growth challenges. Especially at the higher levels of the organization, they see quite a bit of value in the solution.

It has really helped us with efficiency and accuracy. We literally have teams of people just sitting in front of a computers typing in data from Excel sheets all day. That is all they do. We have so many other roles and new challenges associated with our business growth that we could use those bodies. People who have been with the organization a while that we can take those people and say, "Instead of just manually keying all this stuff, go work on something that's a value-add. You know the business and you're familiar with our systems, so go do this instead." That is the biggest win, especially with our state's unemployment being pretty low and filling jobs can be a challenge when finding good people. We want to take the people that we have and leverage them for the things which really help the organization.

It is still a small footprint. In the last 30 days, we've automated 216 hours of work. That is not a lot. However, when you talk about how many people hours that is, it's probably double, if not more than that. So, it is not a huge impact, but in the couple of places that we've deployed it, it has been nice to be able to just send an email in and have it turned around to you from the bot. Within 10 to 15 minutes, the task is done instead of having to send it to a person and rely on them to do it, then get back to you, or they might be on a lunch break, etc. Some of these are critical areas where there's not a lot of time. It's definitely been a benefit to those departments.

I don't think it saves any time from the analyst or IT side. It is an investment upfront to build this stuff and to dig in and find where the opportunities are. We just installed the Kryon Process Discovery service, but we haven't really used it a whole lot yet. Therefore, I can't speak to its efficacy. Hopefully, it will help in this area. 

They make it pretty easy to use this solution for the full-cycle of automation from the discovery of processes to turning on the automation and scaling it up. We just installed Process Discovery. In theory, that should work quite well. It recommends what processes if identified are best for automation versus those that are highly complicated or have a lot of bearings. We haven't gotten the value out of that yet because it's brand new. 

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Senior Systems Analyst RPA at a hospitality company with 10,001+ employees

It has benefited our organization through automated rates and pricing. We built an automated rate system that runs four times a day. Our initial analytics coming back from that rate system for a single two-day period in July performed over 25,000 individual rate changes across just under 600 hotels. 

With this volume of activity, there is no way that we could hire enough revenue managers to perform those volume of rate changes. This rate system has allowed us to be more responsive and competitive with our rates with less human involvement. It is leaving our revenue managers free to work with properties, identify special events where things might want to be increased, etc., rather than spending their time updating rates. Instead, they can now just submit a special event and what they want the rates to be, then the system will adopt these into the existing strategy that is being implemented automatically.

It has been straightforward and smooth to use this solution for the full-cycle of automation from the discovery of processes to turning on the automation and scaling it up. We have three dedicated environments: development, UAT, and production. We build things out, then test them in development. It is very easy for us to transition them out of development into user acceptance testing. Once our users are happy, it is a very easy, seamless process for us to transfer that into production, enable the triggers, and turn it on. The ease of being able to bring things into production and through the development cycle is quite straightforward.

This solution has helped our existing workforce embrace the digital transformation of our organization. We have multiple departments currently coming up to us, and saying, "Hey, when can we meet and talk about things? We have things we want to automate." We have other departments starting to to reach out and show an interest in having parts of their processes streamlined or automated. For example, one of the processes that we are working on automating would be a hotel room type of change. So, if a hotel has a bunch of rooms in their hotel, and they want to transform them into a different room type, it is a very long, slow process. It's very monotonous and repetitive. This is a really good candidate for automation. Right now, we are working with that department to automate that specific process. For them to do it by hand right now, it takes them almost a full seven days to perform, but with automation, we can do it in almost half that time. These type of requests happen regularly. Therefore, there are more of them to do than there are people. This automation will allow us to perform the requests that we have faster, but also keep up with future requests.

When we approach the departments about automation, we put a high stress that the solution is complimentary and will elevate the human workforce. This way they can do the more important things while not having to worry about filling out an Excel spreadsheet with 600 fields. Most of them, when they hear that they won't have to fill out all those fields anymore and they'll just have to worry about the more important aspects of it, they typically end up pretty happy. They seem to be pretty receptive to it. However, you'll always run into a few people who will have the concern that automation might take their jobs, but it hasn't happened so far.

With any of the processes that we have deployed, the accuracy and rate of errors coming back is much lower than what we would typically see. There have been a lot less things going through the automation that we need to adjust, fix after the fact, or touch manually.

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Redwood Software - Finance Automation Edition logo Redwood Software - Finance Automation Edition: Excel
Ram Chenna - PeerSpot reviewer
Enterprise Architect at Blueray Digital Services

The primary use case is to start with all Record to Report Processes within our FSSU, automating critical processes.

This solution processes Record to Report (R2R), Order to Cash (O2C), and Procure to Pay (P2P) tasks. We started with engaging with Redwood right from Proof of Concept, Product Selection, Training, and Pilot Implementation. Redwood did an excellent job.

Unlike other automation tools, Redwood has a unique space in finance automation, where standard SAP modules are used for automating every step in the process, quickly and easily.

Right from identifying processes based on certain key parameters that would bring value-add, you could call it low hanging fruit.

The process of selection, process analysis (documenting using SIPOC process), and then designing the solution which then went into pilot implementation and full-scale implementation of the processes, was quick and easy.

Training from Redwood went a long way, as we learned to appreciate the product and its features. They were hand-holding the technical team on the pilot implementation and at every phase of the automation process. The testing and the Hypercare stages stabilized the BOT execution.

Handover to the Support and Operations team was good enough for on-boarding the Operations team along with the knowledge transfer.

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IBM Robotic Process Automation (RPA) logo IBM Robotic Process Automation (RPA): Excel
Senior Solution Engineer at Stream I.T. Consulting Ltd.

The solution's ease of use is its most valuable aspect.

The user interface is very good.

It's easy to develop code. I can click on items and simply drag and drop. I can even open the modules in Excel. It makes everything very simple.

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Islam Fathy - PeerSpot reviewer
Senior RPA Developer at Valleysoft

The primary use case is the development of facilities using artificial intelligence, specifically Robotic Process Automation (RPA) to perform tasks across business systems and applications in much the same way as human workers do. 

IBM Robotic Process Automation is an RPA tool that is used to automate any repeated simple/complex tasks with ease. IBM Robotic Process Automation is one of the simplest RPA tools, having a simple user interface, and it is very easy to get hands-on with this platform. 

It has vast learning resources available, too. Use cases include extracting data from scanned PDFs. Using IBM Robotic Process Automation made it much simpler to scrape data from scanned PDFs and convert it into standard Excel format, as per requirements. We also use it for portal automation. AA makes web automation simple and our manual tasks have now been automated. Our portal is for making client bookings of the client. The bot reads the Excel file shared by the user and accordingly, makes the booking in the portal with minimum time and with high accuracy.

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BotFarm logo BotFarm: Excel
Deputy General Manager - IT at a pharma/biotech company with 501-1,000 employees

The solution's dashboards are very helpful to us.

We find the analytics aspect of the solution to be excellent.

The initial setup is pretty straightforward.

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Managing Director at a tech services company with 201-500 employees

The most valuable features of this solution are the Excel automation and support for SharePoint.

The interface is user-friendly. 

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Director at a consultancy with 1,001-5,000 employees

Technical support has been excellent. I would rate them at a nine out of ten. They are very knowledgeable and responsive. We're quite satisfied with eh level of support provided.

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Akshay Pandey - PeerSpot reviewer
Associate Systems Analyst at NSEiT Limited

The Excel processing is very useful to us. The tool that I'm using has all be Excel functions, however, in the current version that is Automation 360, there are a lot of options. They have Excel basic packages where you can open and just do crude operations, like create, update, delete, or, in a higher package, there are lots of functions that offer filters, macros, clips, whatever you want to run. The version that I'm using, 11.3, has a limited Excel functionality. It still works, however, the new version that they have deployed, A2019, and the latest one, Automation 360, have a lot of functions.

They have proper logging mechanism and also we can check whatever we are doing and they enable and disable list debugging feature. 

It is very easy, simple. You're working on a notepad, and you don't need to know programming to work on this.

The dashboards are quite good, especially on the latest versions.

The solution can scale.

Technical support is quite helpful.

For the most part, the initial setup is straightforward.

We've found the solution to be stable.

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HelpSystems AutoMate logo HelpSystems AutoMate: Excel
Jack Frano - PeerSpot reviewer
Principal at Adaptive Growth, Inc

The most valuable feature is the drag-and-drop interface, which is very Windows-like.

Technical support and marketing support is terrific.

The documentation is online and it's very good.

The integration is excellent. For example, it will integrate with SAP very easily. It's  API 

(application programming interface) is easy to use when and where where required.

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RPA Architect & RPA Product Owner at Francisco Sosa

We use the solution to automate some repetitive tasks which we execute in IT areas, such as backups, for instance. Also, we developed a systems support enterprise related to the transport industry that captures information that comes from electronic sources like Excel and other types of forms. In addition, we also make prototypes supporting the inbox and in the backend. The system looks for information that the user requests.

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Omayra Marchany - PeerSpot reviewer
Chief Administrative Officer at rpa total centroamerica

The solution integrates well with Microsoft Azure. We get AI, artificial intelligence, resources from the solution and it's working very well for us. 

The pricing is excellent. I would give them perfect marks in that regard.

The deployment is not too complicated. It's pretty easy.

The forms are very good.

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Product Manager - RPA at a security firm with 11-50 employees

I primarily use the solution for giving the sessions to the clients and trying to get them to set up AutoMate in their organization and also help them to design and create a workflow.

For example, one of our clients, for a healthcare chain, was having a lot of COVID patients coming in in 2020. Their SAP systems are on 15(16) Field information had to go on to the Department of Health site, as all the blood samples are tested in the government hospitals. There were lab technicians keeping the SAP application open and they were copying all these 15(16) Fields of 2000 patients end of the day into the DOH website. That was taking them a lot of time. Two other people were hired to help. 

What we did for them was automate the process. We went into the SAP system and every three hours would download that information, then, we would go to the DOH site, upload these 15 Fields for all of the patients.

After two days, we could go to the DOH website, and download their PDF document, which was a report on whether they had detected COVID or not. For the data we download we would enter the date into that Excel file for the hospital and attach that PDF document onto the top record of the patient. This way, there's complete information about the patient. With this solution, the cycle was complete.

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Clinical business analyst senior at a healthcare company with 5,001-10,000 employees

We primarily use the solution either for uploading and downloading files on vendor SFTP sites, reading data and files and looking at files to alert and take action, and internally moving files such as data extract and reports from one destination to another, including moving into a network folder or server.

We also use it for data transformation and manipulation, such as converting files from text to Excel or CSV, unzipping files, leading rows and columns, reformatting rows and columns, and combining files.

And then we also use the solution to connect them to databases to execute SQL statements to produce reports.

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Datamatics TruBot logo Datamatics TruBot: Excel
Michael Rider - PeerSpot reviewer
CTO/ Co-Founder at BankRPA

I would evaluate the customer support as excellent, they're very responsive. Every time I've reached out to the vendor, they've promptly been able to resolve the issue.

View full review » Automate logo Automate: Excel
Managing Director, Business Transformation at a transportation company with 10,001+ employees

Our deployment was over a period of about three to six months. That was because we were working through internal challenges in getting it set up.

I can't speak to the actual architecture, but organizationally we have a center of excellence which is my responsibility and under my leadership. We partner with, and act as more of a matrixed team with, our technology organization. They help with the platform and all of the configuration management, the change management, migration, and production through the different environments. 

With every area that we're developing a bot for, the business area that we're working with—whether that's finance or pricing, etc.—we have engagement and involvement and leadership involved from that side. It's really like a three-legged stool with our center of excellence making sure that we're working on the right things with a good RPA fit, making sure that we're developing in the right way, following the standards and all the things that we need to do from a good-hygiene perspective. Then, our technology organization makes sure we're security-compliant, and they oversee the change management and the architecture, and make sure we're not doing any harm to existing systems that we're trying to access. And, of course, the business is driving where the opportunities are and what are the business processes that we're trying to automate.

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ABBYY Vantage logo ABBYY Vantage: Excel
Raul Cabezas - PeerSpot reviewer
RPA Architect at a wholesaler/distributor with 10,001+ employees

It's not easy to set up this solution. But once the installation is done, you don't have to configure anything. The main part is related to the server and the infrastructure people handle that.

For simple types of documents, medium-sized projects with 25 types of unstructured documents, with seven or eight field sections, it probably takes one week to deploy. This includes bulk extractions where the information is put into the different outputs. We mainly use this in our Excel template.

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WinAutomation by Softomotive logo WinAutomation by Softomotive: Excel
Consultant at a tech services company with 11-50 employees

We are a solution provider and this is one of the tools that we implement for our clients.

We have been automating several tasks using this product. They include things like comparing Excel worksheets with the contents of databases, automation in database security, and we have internal logs that can be used to help developers pinpoint errors.

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Microsoft Power Automate logo Microsoft Power Automate: Excel
Alankar More - PeerSpot reviewer
Sr. Software Engineer at Globant

I really like the Excel operations and the templates that the solution has available. If you're looking for 10 items, chances are there are templates already for six to eight of them. We just have to download or integrate that template and our work has been done for us, in a sense. 

It's really user friendly. One of the coolest features that I've found is when we are writing some functions or some custom line of code, there is specific virtualization that we are working with that we are utilizing for recording. 

In just in one click, we can see any documentation, etc., that we need. It makes it very easy to navigate. 

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Vinai Sankunni - PeerSpot reviewer
IT Team Lead at Kantar

The reason why we are using this product is that we like to use it where we have automation projects specifically for Microsoft products. We can automate to improve productivity and for those applications and simple tasks, it is easy to use.  

For example, suppose I get my email with Outlook. There are certain times I will get specific Excel files from a pre-determined output which I have to always place into a particular SharePoint folder. From there, some other automation gets triggered and the file is processed in a certain way. Those are the sort of things we can automate with Power Automate. It is very good at working with those simple Microsoft-product-related processes.  

We use it wherever we have workflow processes in which Microsoft products are interacting. Before using this solution, people would get those emails and the recipient had to download the file and then manually put it into SharePoint. Now, as soon as it comes into the inbox, Power Automate gets triggered and it automatically copies the file to the correct SharePoint. There is no reason that a repetitive task of this sort needs to be done manually.  

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MIkeHunt - PeerSpot reviewer
Training Manager at a financial services firm with 201-500 employees

To use this solution, you need to maybe brush up a little bit on how to use the function references that are available in Microsoft Power Automate. The code that you use for the functions is a little bit different from what you would use if you were using Excel or anything like that. So, you just need to brush up on how the functions work. Once you understand them, it is pretty simple.

I would rate Microsoft Power Automate a ten out of ten. Everything has been perfectly fine. I am a happy user.

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Smart Automation & RPA Tech Lead at a tech services company with 11-50 employees

It's largely stable. When Microsoft updates, it tends to update everything at once. Your Excel, Work, Power Automate, etc., everything updates automatically. That makes everything align so that nothing is out-of-date and affecting the stability of everything else at any time. In general, stability seems to be absolutely fine.

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Digital Innovation Manager at a consumer goods company with 10,001+ employees

Microsoft is gradually becoming better, but for RPA, it's not fully there yet.

If you are looking for a low-code, simple to deal with email and extract a spreadsheet, then Microsoft is a good option. However, if you have a complex RPA use case where optical character recognition or PDF ingestion is needed then Kofax is a better choice.

I'm responsible for the center of excellence running Kofax as an RPA solution, and not for the Microsoft Power Apps.

I would rate Microsoft Power Automate a seven out of ten.

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LuisNavarrete - PeerSpot reviewer
Solutions Architect at Alfapeople A/S

To automatically register some data has saved me a lot of time. In the past, I would look in an Excel sheet every day at 8:00 am and I would have to download a spreadsheet and match some values with another spreadsheet. That kind of task took me almost three hours. Now in almost three minutes or two minutes, it's done.

I also find that it's helped with invoicing in relation to taxes. I can download the invoice, and match it with my ERP system and they match the values with the invoice and the system. If it matches, it gets saved in a spreadsheet with many invoices. I could have 10, 20, or even 30 invoices a day or 100 invoices a week. With this solution, I don't need a person to review that. The robot handles that task.

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Architect at a tech services company with 201-500 employees

We use it for automating our business processes. We are using it for sending reminders and these sorts of things. Every Excel update also happens through Power Automate.

It is still under the review stage. We are not using it in production. Currently, we are waiting until the product is completely stabilized. We are expecting it to happen by September 2021. We are using its latest version. It can be deployed on the cloud and on-premises.

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Earlgarth Greaves - PeerSpot reviewer
Principal Consultant at The Bluestone Corp

The problem with Power Automate is what happened when I had it set up to read web pages and Excel workbooks. But that was my first test, and I was working on it for around three days and then took a break of about two days. When I went back to it, all of the Excel, and all the Excel functions, just disappeared. Completely vanished.

I had installed it on my laptop. I had the spreadsheet there and all the features, because you have to do things like tell it to open the spreadsheet, tell it to read the cells, that kind of thing. And then you tell it to go to this webpage, and when you get to the webpage, log in, put in a username and password and then click on a button. So you have to put all of these steps and sort of link them together. And then when I came back, the flow was there, but it said all the steps that had to do with Excel were invalid. Anything that has to do with the web, it just said invalid. The whole tree, all instructions are still there, but the components that talk to Excel and the web were just gone. Just totally vanished.

When I looked up the help, it said that sometimes that happens when you're not connected to the internet. So it was kind of straight forward but complex as well.

It was straight forward, and then it just crashed, essentially. It just went. And I couldn't figure out a way to get the modules back. What on earth? So I switched to HelpSystems Automate, which I had also installed on my machine about a year ago. But now that I'd started working with Power Automate, that gave me the confidence to launch into the other one. So I launched into that one and that's where my HelpSystems Automate review would start. But if I would just stop by Microsoft Power Automate Desktop, that's where I'm stuck. I literally have not gone back to it. I actually find its easier to use. I prefer to use it, but it's just not working. It just stopped working. I don't know how to get this part back.

That's why I told you  I don't want to give a full review as yet because I don't know if it's something I did. I don't think so. But it just stopped. I'm still trying to give it a little grace, trying to figure out, trying to make it work.

What was difficult though, the weirdest thing, was just simple things like manipulating strings.

In terms of what features should be included, what would really help would be more help navigating webpages. What would help would be the help itself - if there would be lots of official walk-throughs. If it would say, for these scenarios, this is how you should do it, with the screen screenshots and the step-by-step thing. With other products I've used, even as a programmer back in the day, nothing ramps up learning faster than walk-throughs. It's not really the product itself, but more walk-throughs to help people ramp up their learning much faster.

That would be really great. Especially around web automation and services automation. Hooking into the EPI's of other solutions would be great. Right now we're just relying on the community of YouTube videos. People just set them up and do YouTube videos, and that's how they're hoping it will get solved.

It's not the type of setup, but it's the training on using the product that I would like to see more of. Better training on using the product itself, walk-throughs in particular, as a training method.

So I tell people that with Power Automate, you you can record the interview, that we're doing here, and fill out the forms automatically. All you have to do is sit down and engage the client with the right questions, and the system would listen to the interview and fill out the screen for you. So you thought, that would be really cool. Now you've downloaded it, and you're trying to figure out how on earth you do it. A walk-through is where you would go and this thing would literally say, "Capture audio and video." They give you a scenario and then they would have a little video that you can watch that shows you how to actually set it up. And then, in addition to that, you'd have a detailed scenario. This is what you want to do. Then it would have all the steps that you would need to actually do it end-to-end. If you follow the steps at the end of the walkthrough, you would actually have a working solution by just following the steps. By doing that, you're learning the product. You're learning how to use it. You learn so many things by using walkthroughs. And it's just training. It's not the actual product itself, it's training that goes along with the product.

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Department Manager at SME Digital Transformation Department at a insurance company with 10,001+ employees

Repetitive interactions between legacy systems and Excel managed by human resource. By collecting small tasks, there would be tons of time/effort we can replace with RPA. However, my challenge was major RPA solutions are not so much cheap to be applied to these small tasks. I believe Power Automate would be sufficient and cheap enough as Microsoft announced it will be free for Win 10 users (with basic functionalities).

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Srenivasan Kannan - PeerSpot reviewer
Technology Lead at a tech services company with 201-500 employees

It's a reasonably stable product but because it's a new tool they need to keep working on it. If you're a small setup, and you need it for Excel or Word or some desktop kind of access, it will be stable. But if you're looking for web automation it's not currently suitable.

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Thiago Roque - PeerSpot reviewer
Head of Digital Transformation at Zaact

The most common use is for digitizing Excel forms or Excel spreadsheets. We use Power Automate to digitalize all Excel-based processes on a SharePoint page and link the libraries with the transactional data from the client.

It is cloud-based. It can be deployed on a public, private, or hybrid cloud. It depends on the client. It is linked with the Microsoft license that a client has. If the license is hybrid, then Automate is hybrid as well.

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Peter Bohn - PeerSpot reviewer
IT Service Manager - Productivity and Identity at a logistics company with 5,001-10,000 employees

Our use cases are everything from replacing Excel macros to replacing WINAutomate to larger initiatives to use RPAbox to fill in different back-office systems and so on. We have a huge range of solutions.

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Venkat-Raj - PeerSpot reviewer
End User Computing Manager at Actuant

The initial setup is very easy. It was very simple. In order to do automation, it is very easy to configure everything. It's also easy to maintain. The only part that is kind of complex, for example, is where you have to get into the website to get the data and try to feed the data into an Excel sheet. That happens if you're trying to automate some complex yet mundane task. That's where it helps to have someone on board that knows what they are doing and understands the solution quite well.

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KinjalDangeria - PeerSpot reviewer
Director Of Services at a tech services company with 1,001-5,000 employees

The solution can be primarily used small process automation of day-to-day activities, such as routing of emails, Excel sheet manipulation, and more.

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Samuel Kamau - PeerSpot reviewer
Co-Founder at Beta Edge Technology Limited

There are some bugs or intermittent behavior in the Excel activities that require using workarounds. For example, there is an Excel activity called Collect that fails once in a while. When you want to choose or select a particular cell, once in a while, it fails to do so. It doesn't happen all of the time and I don't know if it's a bug, but it's something that they can look into.

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Senior Consultant at a tech services company with 10,001+ employees

It's quite simple to use. You can automate almost everything in your organization by simply dragging and dropping and selecting a few options, whether it's an Excel spreadsheet or other on-premise data.

Power Automate is integrating artificial intelligence into the product, allowing us to automate future aspects, such as in pharma companies, medical agencies, and even banks, which are now using these products to automate their manual processes. And because robotic process automation is already built into Power Automate, these features make this product fantastic and accessible to everyone.

These products are intended low-code, no-code solutions. As a result, even a strategic developer can create and automate your day-to-day tasks at their workplace, whether it's management work or a developer is dealing with day-to-day issues with APIs.

In terms of IT, everything can be automated, but other things can also be automated. We can automate the reporting process, as we can with the help of an AI builder. Using Power Automate and Power Apps, we can generate sales reports on the fly.

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Project Manager

I use both the on-premise version and web versions because they both have different tools. I use them both for different use cases and different scenarios.

I use Microsoft Power Automate to make reports and web scraping. I automate the reports with the desktop version because it works well. I use Microsoft Windows, to do some commands in the CMD, also known as the line assistant. When it comes to the web version, I mostly do reminders, scraping, extracting data from emails, and creating ticket systems. I take that data and put it in a list or create a table in Excel to extract information and automate that part. 

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RPA/IA Solution Architect at a tech services company with 1,001-5,000 employees

It lacks a lot of functionality that other tools have. There should be queue management, and there should also be the capability to deal with a little bit more complex automation. If it had queue support and if it was capable of doing more complex automation, it would be a much better tool.

In terms of performance, it is a little bit slower with calculations than a typical Excel Macro, for example.

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Inflectra Rapise logo Inflectra Rapise: Excel
Jorge Ambrosio - PeerSpot reviewer
Quality Management Office (QMO) Manager at a comms service provider with 10,001+ employees

We generally have 100 users of Inflectra Rapise. While I don't recall exactly which version we use, I know it to be the latest one, both as concerns Inflectra Rapise and the Spira team.

We have a contract which Inflectra Rapise support and it is excellent. That is the driving force for continuing to use Spira and Inflectra Rapise and we are really provided with the guidelines and the support for operations.

When it comes to the support contract, we have it in production and, no more than two months after announcing it's availability, new functionalities beyond the last version are made available, even though we do not consider this period to be short. 

The Spira team is cloud-based and Inflectra Rapise is on-premises.

While my work history primarily focuses on IT in a variety of positions, I have also worked in development, as an IT manager, and I am currently in charge of PI. However, I have an economic background from my studies at university. I have always kept an eye on the cost-benefit balance. Overall, I feel Inflectra Rapise to be a good business tool, as it provides a good balance between the costs and the benefits.

We don't even feel the need for retaining an expert since, if someone leaves the company, we can utilize Inflectra training, documentation and support by way of a replacement. This is relevant and covers most values in Latin America, as a person may work for the company in one month and be gone by the next. 

From talks I have had with people who have left the company about other tools they have utilized, even for open source software or small licensing costs such as those of Kafka or EHP, they contemplate the benefits of Inflectra Rapise's features when making an evaluation. 

I would rate it a nine out of ten. 

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