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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VISHNU VARDHAN CHENNURU - PeerSpot reviewer
Application Development Team Lead at Accenture

Mainly, we concentrate on RPA bots. However, we have a few demands where we needed RDA, their assisted bots. We need some assistance with the bot where some inputs are required from the business. 70% of the time, we concentrate on RPA bots. For the other 30%, there is also a requirement for RDA bots. 

Mainly, we interact with Windows web and sometimes with mainframes. Currently, we are targeting APIs as well. We are working on a few of the API-related stuff and Excel-related work, Outlook, sending email, and tracking email. 

In terms of third-party applications, we have multiple websites, which are web-based. Based on the client's requirement, we use it to interact with the applications.

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Automation Anywhere (AA) logo Automation Anywhere (AA): Excel
SG
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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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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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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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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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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BP
Solution Architect | RPA at Sutherland Global Services

Stability-wise, this product is excellent.

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reviewer1468995 - PeerSpot reviewer
President at PAVAJ LLC
MM
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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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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SD
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. 
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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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reviewer1468452 - PeerSpot reviewer
Team Lead at Accenture

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

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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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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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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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SS
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.
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SC
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.

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AK
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.

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Blue Prism logo Blue Prism: Excel
YZ
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.

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KR
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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AH
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.

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RR
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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ME
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
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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PR
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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AS
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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VP
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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SJ
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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AG
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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RG
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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SM
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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SM
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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RS
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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AV
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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NK
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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MS
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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JG
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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RF
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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TK
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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JM
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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CE
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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TG
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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JN
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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IK
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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BJ
User

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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MP
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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WS
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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PN
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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ST
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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JN
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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EG
RPA Analyst at a tech services company with 501-1,000 employees

The solution helps a lot when we are dealing with big companies where governance is a must. We can have multiple centers of excellence at different places in the company. UiPath is easy to deploy and easy to manage for such companies as we can centralize a lot of things in one place.

For example, with Orchestrator not only can we monitor all the bots and processes, but it helps in the development phase as well. If we want to have custom libraries that solve specific problems for the company, we can create those custom libraries and share them throughout the organization. This helps a lot when it comes to governance, compared to other automation solutions.

I created a project based on attended automation and it was successful in helping the user. It was a bot to create engineering reports and the user was able to implement it on a daily basis. I have a positive view of attended automations. Having said that, unattended bots are preferable because we want most of the processes to be automated, end-to-end, and not require the user to start them. We use attended robots only when there is no other solution. So attended bots are not as relevant as unattended robots, in my experience.

In addition, because the user did not need to create that report anymore, he could focus on more analytical thinking. That is something that I always say when starting an RPA project. Users become freer to do analytical thinking and not robotic thinking where they just click here and there and move some Excel files. I would estimate it saved them five to eight hours a week.

In a lot of the projects I have worked on, reducing human error was one of the priorities for the automation. When working with human resources, for example, reports could go wrong if the user did not create them properly. This could cause the company to have to pay fees. Automating those reports reduced the risk to zero and helped with compliance.

UiPath also reduces the overall costs of automation operations. Although it's more expensive as a solution when compared to other vendors, because it's a very consistent application and there is really good support from the UiPath team, it is the fastest when it comes to developing and deploying automation. It is surely the most reliable in the long term. That's where UiPath is at the top.

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Shruthi BM - PeerSpot reviewer
Senior RPA Developer at InnoWise

UiPath automations have saved a lot of man-hours for business people. They used to have to do simple tasks, like creating reports in Excel and calculating with formulas. We just uploaded the data into SQL Server and then connected to Power BI through UiPath. It was a small project for us, just a matter of two minutes or so to put things in place, but it saved them a lot of time. With the bots doing this "small" work, it enabled the employees to relax and work on more valuable tasks.

The employees involved have been happy and they have also suggested a few other processes that could be automated, after seeing the results.

There was also an order management project in which we extracted details, such as delivery date and quantity, from a PDF. Before it was automated, that was a tedious task. It took a lot of time for people to do it and their accuracy was lower than the robot's. The automation reduced the team size for that business and they were very happy. They saw a very good ROI. And it used to take the business much longer to do small reconciliations, but the bots are so fast. They are seeing good results. It has reduced a lot of human error. Initially there are some errors, but once you learn from them and train the bot, you get accurate results.

We have only done a few attended automations, but they have sped up processes that require approval. In those situations, they play a major role. More than the monetary savings, the benefit is that people can concentrate more on the important work, and with less stress. But unattended automation is the most important process.

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JA
IT Project Manager at Orange España

It saves our organization costs and also saves our time and effort. We automated 90% to 95% of the tasks. Also, the overall cost of the solution is not so high, so the organization can easily adapt that solution and work accordingly to their workflows without having to worry about costs getting too high. Their consultancy and their support team are also very good. They're providing excellent support whenever we require it.

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AD
Process Automation Analyst at a non-tech company with 1,001-5,000 employees

My previous company was in the banking sector, and we had done automation with websites, UI, SAP, Excel files, and PDF. In my current company, it is being used for finance and HR. We have ERP, CRM, chatbots, etc. We are using this solution to integrate different systems.

I use UiPath Studio to develop the code, and I use UiPath Orchestrator to publish my work. We have our own UAT systems to test the code. We can install the UiPath in the test environment and find all the compilation errors in the debug mode and fix them. We also have version control. If we upload a version and it doesn't work, we can downgrade the version. Everything is tracked in UiPath Orchestrator.

We are using it on-premise. In my previous company, it was on the cloud, and we accessed it through the cloud. 

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MA
Sr. Manager at VaaaN Infra Pvt Ltd

UiPath improved our organization as it has many benefits; it's straightforward and quick to use, has excellent third-party integration, and simplifies all our task automation.

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Nico Thumm - PeerSpot reviewer
RPA Developer at a construction company with 10,001+ employees

We work as a center of excellence and we develop automations centrally for other departments. All our deployments are unattended bots that are deployed and managed by us, centrally. They are all running on a virtual machine. Nothing is running on client computers or laptops. We do not have any attended use cases. The process owners are interacting with the bots.

We use the bots for a lot of reporting, including monthly and weekly reports. We are a construction company and we have a lot of reports for all kinds of things, such as construction projects, different construction sites, and various subsidiaries for regional departments. A region like Bavaria, for example, needs its reports. And there are plenty of controlling departments in all of the subsidiaries.

We also have some ticketing use cases. One of them is for IT services, meaning internal ticketing. That bot regularly checks our ticket software and automatically processes some of the tickets. For example, when an employee needs rights to a specific system, the bot checks whether they fulfill the requirements and approves or declines the ticket.

Another type of ticketing use case is more about processing customer tickets. As a construction company, we also do facility management, and that means there are a lot of external customers with their own systems in which they record tickets. The tickets are not visible in our local systems so someone has to go to the external systems, export the tickets, filter them, and then tell everyone what they're supposed to do to their buildings as a result. The tickets might be about small repair jobs, for example. We run this daily and, in the morning, everyone receives an email with all the tickets that have to be done within one day, three days, one week, et cetera.

Both of the ticketing use cases are connected with SLAs. If you miss a certain time frame before processing a ticket for external customers, you have to pay a penalty fee. For the internal tickets there are SLAs for internal tracking purposes. Because those tickets have to be processed within two hours, that bot runs every two hours and checks for new tickets.

Another IT services use case is for getting access rights to local drives.

We also have many recurring processes. For example, in HR they have to go to the system and confirm a process. It’s a necessary evil which is probably due to the legacy systems we have. Someone defined this process a long time ago and it still has to be done.

We also have use cases in finance and treasury. They are not tickets, but they process requests from employees. For example, they can request cash on a specific card and the bot will check the emails and then basically transfer data from an email, or from a PDF form attached to an email, and enter it into the finance system.

One last type of use case is where the bot works as an interface between systems. Data has to be exported from one system and imported to another system and there is no existing API. The bot exports and imports the data. We have one bot that exports PDF documents and sends them to an email interface. It defines a specific subject and then attaches the file. That file will automatically be uploaded to another system. Or the bot may log in to a system and upload the document. These use cases are due to the fact that there is no interface between two systems and they're either not big enough to develop an API or they may involve an external customer system and the customer has no interest in providing an API.

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AS
Blockchain Analyst at Everflow

We're a blockchain company that provides finance and analytics solutions, so we have multiple use cases, including organizational process automation. We do some end-to-end automation and automate some repetitive tasks. In the future, we plan to target some advanced processes like blockchain and machine learning. 

One example of a specific use case is market auditing. We are auditing our sales team and plan to audit our customers. This entails inspecting data produced by two third-party platforms, Salesforce and SAE, and combining that data into one Excel workbook to perform some calculations. We perform some analytics and then export the data from Excel to our CRM. Transferring the customer data to our CRM is incredibly time-consuming because we deal with more than a thousand lines of data. It takes a minimum of two hours to upload all the data to the portal.

UiPath helps us extract the numbers from the CRM side and share them with our marketing and financial team. This involves four processes that we combine into one automated endpoint process. The reduced workload across the three involved departments translates to cost savings equalling about 2.6 FTE monthly.

Another use case is to promote our components, services, and products. We are building a promotions portal that is attached to Excel. The promotion will involve maybe 500 line items and multiple roles. While you can do this manually, there is a significant potential for human error that could mean a loss of revenue. For instance, if we accidentally offer the same customer two discounts, we have to honor that. We haven't had any errors using UiPath in the last six months. 

We have three offices in our country, but the solution is deployed on a virtual machine in the head office. If a branch location requires process automation, we automate that solution at headquarters, and all the infrastructure is centrally managed. The primary users are six people from my team, including me, a business analyst, a developer, and three consultants. There are also two people from another group managing the UiPath infrastructure. 

We use UiPath Action Center, a capability that allows us to engage businesspeople and incorporate them into our automation. In total, we have about 12 to 15 people using UiPath, but some of them have limited privileges. 

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Hamdhan Khan - PeerSpot reviewer
Robotics Engineer Lead at Phoney-Tech

I'm the lead robotics engineer in my organization, and we are involved in marketing and research for new technologies such as mobile phones and laptops. We are an organization with 219 employees and started using UiPath for laptop marketing and advertisement for our customers.

Our clients have different requirements and strategies, and we build software robots tailored to their needs. A customer can send an email with attached PPTs, Excel sheets, PDFs, and images, and the bot can extract all the data and express it in the required format. This is uploaded as an article onto our website, and on our platform, so the marketing, advertising, and technology solutions specs are taken care of without any human intervention or involvement. We designed 39 robots for the same number of clients.

Our second use case is for invoicing; customers share checks for payments with us via email, and we have bots to extract that data and input it into our SAP ERP system, which is fantastic. The RPA automates billing on the financial side of our organization. 

We use the solution across 17 locations with servers managed centrally from our main office, connected using the UiPath Orchestrator. We have 19 licenses but only use 17 currently. We don't have more than seven end users as this is purely a tool for internal use; our customers don't have access.

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AV
SRE Engineer at a tech services company with 1,001-5,000 employees

I rate UiPath eight out of ten. UiPath has excellent features, but you need to be patient enough to learn.

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Hemchand KG - PeerSpot reviewer
RPA Project Manager at a outsourcing company with 10,001+ employees

Our main projects are mostly around SAP and Excel. We have used most of the features available, especially the ones that support SAP and Excel activities. Those are the ones that we have found to be most useful.

UiPath is easy to use and there is less coding. That is very helpful for the development team when it comes to building projects. It's very flexible and really makes our team more efficient. The turnaround time of development is good. 

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Sumesh Gansar - PeerSpot reviewer
Product Marketing Manager at a manufacturing company with 10,001+ employees

My primary use case with UiPath is to automate workflows for processes in web-based applications, such as email and Excel automation. We also use it as a task or workflow management tool, capable of assigning tasks, checking on the status of tasks, and more.

Another thing that I have been doing with UiPath is replacing repetitive tasks performed within the organization. Automating such tasks makes the related process smoother and faster. 

We are using the UiPath automation cloud offering, which is a SaaS solution. One advantage to this type of environment is that we can get updates instantly. If it were an on-premises or hybrid model then the setup and maintenance take time, but this isn't the case with a SaaS model. This instant setup is what we needed because it made for a smooth transition from manual processes to automation. 

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Nikhil Arya - PeerSpot reviewer
Software Developer at a tech services company with 1,001-5,000 employees

We deployed UiPath through a vendor provider who helped us through the entire installation and everything in our cloud environment. Initially, we tried UiPath in our testing environment. Once we saw that it was stable and improved our productivity, we moved it to our production environment with excellent results. It took 10 months for us to deploy UiPath fully. 

We had two people working on the deployment. One managed the installation, while the second person handled monitoring and other development areas. 

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Raphael Gab-Momoh - PeerSpot reviewer
Cloud Engineer at a tech services company with 201-500 employees

I like the fact that UiPath makes everything fast, and you don't need to employ as many people to do all the dirty work. All of our clients only used UiPath. I've never tested Automation Anywhere, but UiPath is excellent. They are doing a lot to stay ahead of the competition. I feel that if they continue doing what they're doing, the competitors would always have a lot of work to do because they will always be on top of the league. It helps with end-to-end automation. We discovered that we don't want to do tasks manually, so automating the entire workflow helped to achieve that.

The attended automation feature has been helpful in my experience because my company works on other companies' projects and solves their problems. If I'm assigned to a particular company, and I feel that this would be the easiest way to get the work done, I'll use any of the automation possibilities that we have.

The AI functionality makes life easier for everyone because it helps us deal with complex processes. We use machine-learning models for the most difficult problems. At the end of the day, the solution understood the problems because we had already created models. It understood what the problems were and could follow through to solve them.

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Issac Paul - PeerSpot reviewer
Automation Engineer at a manufacturing company with 10,001+ employees

Excel automation is extremely reliable. Excel integration is one of the top features that I have been using. We also have a feature called Document Understanding for processing the PDF format of an invoice by a bot. It has the capability to scan an invoice and then pick out the required fields, such as the name of the vendor, the details of the products being sent, or the cost of the product. There is an AI functionality that allows a user to program the required fields to be extracted, and the bot automatically follows those rules and extracts the data. Therefore, the AI functionality of Document Understanding is another important attribute that I personally like about UiPath.

I also like the Computer Vision functionality, where UiPath provides image processing abilities for robotic process automation. This provides a big advantage because images can be automatically processed without involving any additional tools. With an API, we can automatically link the Computer Vision engine and start extracting and processing images at a quick rate.

UiPath is a low-code platform, or mostly no-code platform, where coding is minimal. We can drag and drop all the required steps and then develop a bot in very less time. I am good at programming, but even a user who doesn't know programming can easily pick up the tool. The ease at which anybody can learn it is quite high. Overall, it is a 10 out of 10 in terms of usability. It is really easy to use with the tutorials that they have in place. Everything about it is quite simple.

We use Orchestrator to keep a track of all the robots that are deployed, monitor the logs, and deploy the robots on the runner machines. We use Orchestrator to upload the bots from Studio to the cloud and then deploy them to runner machines across our virtual machines. Once a bot executes, we get the logs, and if needed, we can monitor them to check that the processes are coming in smoothly. In case of any failures, Orchestrator also has the functionality to re-execute the process. So, we are utilizing the cloud to a greater extent for managing our robots.

The UiPath community is wonderful. It is one of the best communities where we can get a solution for any question that we post in a matter of minutes or hours. Whenever we post a question about any doubt or a bug, someone from the UiPath support team or community replies. Their knowledge is useful for other users who might face the same problem in the future. They have an MVP promotion where if I answer more than 100 questions, they provide us freebies or maybe certification vouchers. That's a good thing that they're doing to grow the community. I'm really enjoying the community members' involvement as well as their support shown during any problems that we face. I have also used Power Automate, and the community support of Power Automate is not that great, but the community of UiPath is very responsive.

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Brent Williams - PeerSpot reviewer
Enterprise Architect at Paramount Residential Mortgage Group

This is a scalable solution. We're also looking to expand our center of excellence to be able to take on all of UiPath's functionality and features.

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PB
Center of Exellence Lead at a real estate/law firm with 1,001-5,000 employees

This solution is easy to use for the end user. The Academy courses make this possible as well as the community forums. I am a senior manager and my role is building the center of excellence. I learned how to write code on UiPath using the Academy and learned from my peers in community forums. 

This has been the biggest benefit. With other vendors, you had to pay thousands of dollars to learn how to use their solutions. With UiPath, you can learn on your own and expand your knowledge.

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Brody Semelroth - PeerSpot reviewer
Software Engineer at Wells Enterprises

There are many packages available that are extensive, including the community package. Look at the functionality because it is possible to automate any process that is repeatable. 

You can interact with any broker not just Excel or SQL. The options are wide open. 

I rate the solution a nine out of ten. 

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DE
Technology executive at a financial services firm with 10,001+ employees

We previously used Pega but switched to the solution for its speed-to-market benefit. 

Our strategy is to use automation for maintainable, high-quality, repeatable processes while delivering excellent speed. 

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JD
Manger at a computer software company with 501-1,000 employees

The solution helps our organization with filing sales and use tax returns. We mainly copy and paste data from Excel and process it in the solution. 

We do not use AI yet, but want to start looking into it. 

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MA
RPA Developer at a computer software company with 501-1,000 employees

Our company uses the solution to process state reporting uploads for clients. 

For one use case, we automated the process of dragging forms, filling in fields, capturing confirmations, logging information, and moving files for upload. 

For another use case, we automated the process of manipulating data, setting filters, and generating reports in Excel

We are now moving to another department that uploads yearly tax reporting files to websites. 

We do not yet use AI but have many possible use cases for reading invoices and PDFs so we will try these processes first. 

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JS
Digitally solution engineer at a tech services company with 51-200 employees

The Excel integration is definitely good. We use that a lot because our finance department uses Excel. Overall, I really like Studio and unattended automation. Automation Cloud is very good as well. The platform as a whole has been good for us.

I like the UiPath user community, and the forums are really good. Most of the time, I can find answers there to any issues I'm having. The UiPath forums are very active, and I like seeing the employees in there as well.

We onboard any new developers that we have for RPA using UiPath Academy. It reduces the amount of training time in which the RPA team is involved because the Academy courses can take care of a lot of the fundamentals on UiPath.

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PS
Strategic Architect for IPA at Visionet Systems Inc.

From a development point of view, the Studio tool as the basis of componentized architecture has been a really critical part. You get out-of-the-box, componentized architecture to jumpstart or accelerate development and that's a very key feature. 

When talking about deployment, you have a very robust infrastructure to manage your automations, the robots, and how they can be configured, deployed, executed, monitored, and maintained. 

When it comes to process discovery, it has excellent front-end tools and capabilities vis-à-vis Task Capture and Automation Hub. 

And at the back end, the notion of botting sites to monitor and manage your robotic infrastructure and reporting on it is pretty great. These are all pretty good tools.

The ease of use is because of the UI's capabilities. The fact that it has a .NET Framework, from a developer's point of view, makes it a very easy product to jumpstart into. But what is key is the ability to do really fine development activities. You really can get to a nuanced level of development for complicated and robust workflows. The tools are definitely well constructed to allow you that kind of flexibility. 

A really good example would be if you are doing something with OCR to read a PDF. You can vary the OCR engines and test them out to determine which OCR engine will give you the best results. That's pretty good because you do get into situations where one engine may work better than another.

We can also implement end-to-end automation and that is critically important. We always strive for what I call "straight-through" processing, where we're trying to handle all the use cases based on business rules. We're not always successful, but that's not a bad thing. If we can take 60 percent of your processes and automate them with straight-through processing, where everything works, your exceptions are a much smaller work set. That has had a significant impact on clients. For one of my clients, where we have worked very hard, they have better than 90 percent "throughput," meaning that 90 percent of their transactions go completely through the automated workflows. The client has been incredibly pleased with that.

We also use the UiPath Academy all the time, in two ways. Internally, we avail ourselves of all the courses. It's especially important to understand new updates and releases. It's a great place to go to understand what those new features are. That is of real value. 

But the Academy is also a good starting point when I want my engineers to be certified. They can jumpstart that process by going to the Academy and making sure they know how the product works. They follow through on that program and complete the training. Once they finish that, we try to get a project or two under their belts, and then have them take the certification exams.

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ManishJain1 - PeerSpot reviewer
Technology lead at FMC Corporation

I definitely want some improvement on the documentation of the understanding side.

Maybe they should build more out-of-the-box apps rather than companies building their own implementation from scratch and maybe build them as a product on top of the platform. That would save time in implementation.

We're a SAP shop, so I'm looking more at what scenarios can be pre-booked using UiPath. I know there are some escalators that are there in SAP. However, they are not production ready, in my view. That area definitely can be improved since they're all Excel-based, and they're more proof of concept rather than production ready.

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Anthony Tarantino - PeerSpot reviewer
Business Analyst at Kelley Drye & Warren LLP

UiPath has helped to alleviate some of the workload of our paralegals, assistants, and secretaries. They were going through large files of cell rows, and it was taking up many hours of their day. Using UiPath, I was able to automate a lot of it so that they don't have to spend that time. Now, it's more of a review process as opposed to a daily, mundane process of going through Excel files.

On one of the other processes that I developed, a marketing assistant had to take another daily report, and check to see if any of the companies that were filing for litigation on that report were clients or prospects. It took three hours of her day every day, and it's done five days a week. Now with UiPath, I have it unattended and running at 5:00 a.m. so that when she gets in, all she has to do is review the report that I generate for her. That's a consolidation of what comes off the website, what we have in our internal systems, and anything that matches.

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IK
Director at ProSquare Software Systems

Our company uses the solution to activate machine learning and automate processes for clients in the banking, supply chain, healthcare, and pharmaceutical industries.

For one use case, we instruct a bot to pull data from various sources to Excel where we manipulate it and run macros to produce output that is uploaded to other target systems. 

For another use case, we automate report downloads from Salesforce and SAP.

For a third use case, we automate invoice and purchase order processing by combining machine learning with OCR to extract information, output it to a CSC file, and upload it to the SAP finance system. 

A fourth use case involves scientific analysis for a pharmaceutical company. We collect research and clinical trial data, use a bot to conduct analysis, and produce a final report for scientists to inform their next steps. Before automation, scientists would spend four hours manually pulling and analyzing data before moving to lab work. Now, the bot does all the groundwork so data is immediately available to scientists. 

A fifth use case focuses on leveraging image analysis to study molecule or protein structures and produce predictions. We train bots in a third-party machine learning model to understand the science and then integrate it with the solution. 

For a sixth use case, we use bots to translate clinical data that is common across multiple countries. A thousand pages of data used to take three months to manually translate in 30 languages, but now bots can complete the task in four hours. This also removes the expense and security risk of a third-party translator who would need to have access to sensitive data. 

Our goal across all use cases is to speed up operations with bots that work 24/7/365 so that staff can focus on other important work. In the last three years, we have built 100 bots with 80% unattended and 20% attended. 

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Ken Tyson - PeerSpot reviewer
Sr. financial Systems Manager at a educational organization with 1,001-5,000 employees

We use it for admissions policy and also for other financial items such as 1099 reporting from the IRS and things of that nature. There are some manual refreshes of systems and Excel documents that we have automated.

It is currently deployed on-prem, but we are looking at the cloud option. We are using version 2019, which is probably one of the oldest ones. It's pretty old. We're looking from a perspective of whether we upgrade it before we move to the cloud or whether we move to the cloud and upgrade.

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JC
Software engineer at State of New York

We started with a pilot for our payroll department. It essentially takes the transactions that come into our payroll department on Fridays and Mondays, and sorts through those transactions. If there are any discrepancies or errors based on the defined criteria, it notifies the payroll department, and they can rectify those. Otherwise, paychecks don't process. 

Other than that, we have some data migration between Excel spreadsheets that we do, and we have contracts that we host on a web server that, if they don't have transactions for the same period of time, we have the automation go in and close those contracts out so the transactions can't go against them.

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Eric Peladeau - PeerSpot reviewer
Technical advisor at Immigration and Refugee Board of Canada

Right now, we have nine production animations.

Our first use case is to convert video to audio and then upload it to a legacy system. We have another use case that takes an Excel spreadsheet of 2,000 rows and searches one row at a time on the federal court website to get the results of our cases. 

We also have another use case that generates an SAP report daily, downloads a report, and feeds a Power BI dashboard. 

The last use case monitors a client's email, and as soon as there's the form request, we open the request, and we add it to their system automatically.

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BD
VP at a tech vendor with 10,001+ employees

UiPath has been instrumental to our success because we have an excellent relationship with our account executive and a lot of support from the leadership team. 

We have met with their C-Suites for one-on-one conversations and like that type of ownership. We appreciate their commitment and dedication to our success. 

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Kirk Grimsley - PeerSpot reviewer
RPA Lead Developer at a financial services firm with 501-1,000 employees

I did work on Blue Prism for about two years.

It's been a few years now, so I can't speak to the current state of Blue Prism. That said, one of the ways I really struggled with it, was it just did not have the connectivity that UiPath has out of the box. A lot of applications we use regularly, such as PDFs and Excel documents, just did not work intuitively. I remember specifically having to write the code to handle passworded PDF documents manually. And so, that lack of integration in things that you typically use in every single process was a real frustration with Blue Prism.

That was one of the first things I noticed about UiPath is they handled those integrations much more smoothly. There are many more of them, and they are much more ready. The other thing that I would really give UiPath credit for is they are much quicker to iterate and build out new helpful features. Blue Prism was frustratingly slow to fix these problems once identified. You would face the problem and be forced to solve it with your own code since you couldn't rely on Blue Prism to get a solution to you in a good amount of time, unfortunately.

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SeanHarvey - PeerSpot reviewer
Insights analyst at a financial services firm with 10,001+ employees

We provide a lot of financial services. Its use cases are specifically in banking. There is a lot of Excel transformation where we are moving data from Excel into in-house applications. That's probably about 80% use of it.

We are using UiPath to automate processes that deal with a good cause. We run a lot of charity work, and there is a bit of work going on there to automate the operational aspects of running these charitable causes and things like that.

We have not yet used its AI functionality in our automation program, but we would love to.

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Zack Phelps - PeerSpot reviewer
RPA engineer at Sonic automotive, inc

We use it for everything. We use it for very simple things, such as moving data around in Excel, and bigger things that include using more advanced technologies, APIs, and some of the newer stuff that UiPath has had, such as Action Center, etc.

We have not yet used its AI functionality in our automation program, but we plan to do that in the coming months.

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Sachin Vinay - PeerSpot reviewer
Network Administrator at Amrita

The option to record processes is the most important feature of UiPath. We can use it to record every action automatically and it is then converted to a workflow. This workflow defines the complete set of processes so that we can automate every requirement.

A related feature that is one of the highlights is the AI. We have used many other scraping solutions, but none of them was effective. UiPath, however, can easily scrape data from webpages and applications and it works flawlessly with any program including .NET, PDF, legacy, and SAP.

UiPath has three components, UiPath Studio, the robots, and UiPath Orchestrator. UiPath Orchestrator is a web-based application for deploying, monitoring, and scheduling bots. With Orchestrator we can manage everything regarding the bots. We can customize the actions, but there are also templates. For example, one of the templates enables you to upload to OneDrive from Excel sheets. We just add the parameters and the automations are done.

We have used a few of the UiPath Academy courses, basic classes, because we use the Community Edition. When we move to the more advanced version of UiPath we'll be doing more of the classes. The Academy is very user-friendly. We don't require any further lectures or other sources for learning. A user can watch these videos and start operating the next day. All the actions and features, everything, is clearly demonstrated in the videos. It has proved to be very informative for us.

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WorkFusion logo WorkFusion: Excel
JS
Robotics Support at a financial services firm with 10,001+ employees

Vendor support has been excellent

View full review »
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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JG
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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MB
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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MS
Director of Automation 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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RT
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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DW
Feature Analyst at a tech services company with 1,001-5,000 employees

If you have any technical background in Java or other development languages and you want to experience some light coding or just know a little coding, WorkFusion is good because it allows you to do a lot by clicking. It's good for somebody who wants to start this journey. There's a coding part of WorkFusion for those who want, but if you want to build your skills and start automation, it's not a bad tool to start with. In time, you're going to want more, but for a starter, WorkFusion is not a bad tool at all. You can click and it does image recognition and more. It's easy to navigate.

The document processing engine for specific types of documents, for the few docs that I have worked with it, is okay. It tries to mimic exactly what a human would do, but I wouldn't rate it at 100 percent. It does exactly what you want it to do but it might take a lot of time to get through a particular document. WorkFusion goes cell-by-cell compared to the same thing in Python where I could quickly just read it into memory and then do an entire page. With WorkFusion you can also read something into memory if you give it the right range and then you can use it in the way you want to.

As a bank, document processing is critical. You can't get it wrong. That's the reason that, for most of the bots we develop, we usually have manual intervention at the end for a human to review things. We get somebody to consent to it before it goes out because these are the kinds of things that commit the bank. We need to be extra careful with documentation.

We have started a center of excellence where we train people who want to learn how to do automation on their own. They might not necessarily be tech-minded, but we show them how to do it and then they can. We are getting a lot of people who are trying to get on board and buy into the idea.

A lot of people who are using it in our organization are using the free version. The certified version is something you pay for. We have about eight people who are using the certified version and we have two more people undergoing the certification process. The last time I checked, there were 20 users using the free version and practicing using the tool in general.

Initially, people thought it was geared toward somebody losing his job. But now they have bought into it. These bots are things that need to be handled and maintained by somebody. So it's not here to kick you out of your job but to provide you with an alternative route.

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Prateek Agarwal - PeerSpot reviewer
Manager at NISG

It saves human effort, time, and cost. All the roles and capabilities of the AI on the bots' part help us to automate our tasks very efficiently. It raises the bar of our team performance because we don't need to hire resources for our help desk team, finance team, and marketing teams, to get their data from Excel.

We have a lot of manual work in our organization because we have applications that are focused on user data. The data comes from different sources and we have to collect and make a repository so that the stakeholders can benefit from the data and create their own reports. The data comes from the general public and includes a lot of patient information, including demographic and historical information, which is quite private in terms of security. We had a team of 20 to 25 people manually entering that data into a standardized format in Google spreadsheets and Excel so that we could use all the fields. RPA tools help us to digitize that data and automate our manual tasks. We reduced that team from 25 to 12. That is the impact we have seen over the last two years. RPA tools have helped us when it comes to time, performance, and costs.

We have fewer people spending their working hours on manual tasks for entering records. Bots can handle it and they can work 24/7, 365 days a year. You just need to program the bots. Sometimes we have to manually check things if something has failed. We have to monitor that. But there are notifications within the tool to easily identify those failed tasks or processes.

WorkFusion has also definitely helped improve our accuracy.

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NICE Robotic Automation logo NICE Robotic Automation: Excel
MG
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
GB
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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JM
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
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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Verint Robotic Process Automation logo Verint Robotic Process Automation: Excel
Raun Kilgo - PeerSpot reviewer
Chief Information Officer, Automation Practice Manager Executive at Advantage Point Solutions LLC

Verint support is excellent. I rate it 10 out of 10. 

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BotFarm logo BotFarm: Excel
NN
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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CJ
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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JG
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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Blue Prism Cloud logo Blue Prism Cloud: Excel
Niraj Dravid - PeerSpot reviewer
Engineer at a consultancy with 10,001+ employees

There are a few smart services that are not available in Blue Prism. For example,  Excel sheets that are converted into a CS sheet have limitations with the number of columns when imported. This could be improved. 

The intelligent document processing system has two limitations. The bot needs to be trained very well in order to be used effectively. 

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Fortra Automate logo Fortra Automate: Excel
FS
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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JP
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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DR
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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Don Deyette - PeerSpot reviewer
Systems Configuration Engineer/Move-it Administrator at a insurance company with 501-1,000 employees

We use HelpSystems Automate primarily for file manipulation, such as moving files from folder to folder and tasks that other tools can't do without some programming.

When files come in, we want to send them to specific locations based on their names and based on the results of IF statements. The solution makes this kind of work more straightforward and more drag and drop.

We also use the product to move Excel spreadsheets or PDF files and to convert PDF files; it's a powerful tool for transferring information. It has a playback feature, but we don't use that in our current environment.

We have two servers running the solution; one for development and one for production. Going from development to production is as simple as dragging the object over and putting it into production with little to no change, which makes promotion straightforward.

We get a data file comprised of multiple reports, and it's a text file. We use the solution to split the text file into individual reports, and then we can drop them into a folder, and they get picked up by another tool, OnBase. That is an essential task for us.

We also use the tool for retrieving data files and sending them out via AWS or Google Cloud, as it has cloud-based capabilities.

The tool works behind the scenes; we created a process that reads many data files, matches them to a SQL database and moves them to the correct folder while collecting information required for other processes further down the road. That's mainly what we use it for, and I'm responsible for maintaining it. Automate makes my job easier because I don't have to keep rewriting scripts or changing file names; we can quickly change a database file, and the solution picks that information up and processes it.

For example, we get a file that has ten reports in it. We take that file and run it through Automate, which reads the data file line by line and breaks it up. Line one through 1000 is one report, and 1001 may be a second report. Automate handles that repeatedly very well. It then reads the database to determine what the report is and where it is supposed to go. If a report doesn't match any database parameters, it's simple to go into the report in Automate and add the condition.

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Jiffy.ai Automate logo Jiffy.ai Automate: Excel
AM
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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Avinash Patil - PeerSpot reviewer
RPA Developer at a manufacturing company with 10,001+ employees

Our primary use case of this solution is for document processing. Whenever I receive an email from a vendor or business it gets processed to the ABBYY server. I've created a layout in FlexiCapture that recognizes the template, extracts the field and puts it into the Excel format. I mainly work with purchase and invoice documents and ABBYY checks the validation conditions of an invoice. I'm the manager RPA developer and we are customers of ABBYY FlexiCapture.

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Balsimran Kaur - PeerSpot reviewer
Senior Software Engineer at a tech services company with 10,001+ employees

The generic models have a lot of areas to improve. In our experience, we are not able to get good results in the generic models. From a developer's point of view, there could be more improvement if the source code is available on a broader scope. It is a low code platform but it requires implementing more complex code to be able to accomplish certain tasks. We are not able to tune the model on a programming level because we do not have the source code to do it. From a business point of view, ABBYY FlexiCapture is one of the best platforms for machine learning. The solution does not have anything related to RPA or robotics, but we can integrate it easily with a Pega or Blue Prism for these features.

ABBYY FlexiCapture has a lot of functionality but it does not have options to implement more machine learning business rules. It does not have the option to write the logic to implement other options according to the business. Most people do not like to choose ABBYY because of the lack of those functions, such as reading email or saving them to excel, they use other tools for these activities. If ABBYY had these functionalities more people would use it and it would be more useful.

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Jennifer_Lin - PeerSpot reviewer
Assistant Manager at Misumi

We use ABBYY FlexiCapture to recognize pictures or PDF files and transfer them to Word or Excel.

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VisualCron logo VisualCron: Excel
SS
Software Development Consultant

What I found most beneficial from VisualCron is that you can directly connect it with different databases, user accounts, and credentials. You can run queries from one machine to another using the credentials, unlike  PowerShell, that's run by the machine itself. With VisualCron, you can directly ask other machines and run requests through user credentials.

Suppose you have an AWS or Azure environment. In that case, you can maintain the connection between on-premises and cloud-based machines, which is the type of setup in the organization I'm working for. You can directly call some of the services via VisualCron on your local on-premises machine, and I found that an excellent feature of the tool.

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Microsoft Power Automate logo Microsoft Power Automate: Excel
HH
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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PK
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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YW
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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VT
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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AM
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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TS
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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Mapkar Mohtasim - PeerSpot reviewer
Design Engineer at a manufacturing company with 10,001+ employees

The solution is difficult to customize. I would like to see more flexibility when it comes to using different kinds of activities, particularly the kind of interaction they can have with Excel. This is also limited to the number of activities, making extension not possible.

Other areas of improvement include Microsoft Power Automate's ability to work on power desktops. It would be helpful if we could access external activities. 

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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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