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Blue Prism Primary Use Case

Vijay Moorthy - PeerSpot reviewer
Senior Business Analyst and Consultant at a computer software company with 5,001-10,000 employees

Our use cases are account receivables and account payable. In insurance, our use cases are for vetting beneficiaries, upgrading client portfolios, and updating customer's policies.

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Sr Mrg, IT at a healthcare company with 10,001+ employees

We are a relatively new company, which specializes primarily in finance. I believe roughly 5% of our company uses this solution, which is quite low.

Some fields in our company require the use of this solution daily, but other fields use it only monthly. So, we use it on-demand.

When we initially started using Bue Prism, it was actually acquired by the financial department in our company, but soon after, it was put across as a legacy to IT. We then expanded our use cases to other areas of IT throughout our company, but primarily, our major footprint in Baxter has been in finance. Blue Prism dominates in finance at the moment. We also have a few use cases relating to HR.

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Project Manager

In our case, all use cases are relevant to the telecom industry. In the telecom industry, we are the service providers for various telecoms such as Vodafone, AT&T, et cetera. We are the service providers. We are doing some processes and we are doing support in the networks as well. In terms of the internet, when it comes to supporting the network, there are some processes that need to be completed manually. Therefore, we will take those processes from all the verticals. For example, we did this project for Telus, and we identified the processes to where we can implement automation. We sought out processes that were good areas for automation adoption.

We identify those areas for clients and map them out.

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Blue Prism
June 2022
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Business Consultant at a financial services firm with 10,001+ employees

We use it mostly to mimic what our operation agents are repetitively doing so that they don't have to do the same thing over and over again. We are using it to eliminate the repetitive tasks that require no thinking or intelligent decision making. We are using the latest version of Blue Prism.

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Lead RPA at a financial services firm with 10,001+ employees

We've implemented Blue Prism for various banking operations for HSBC. It's used to provide support for various areas of business like mortgages, screening teams, and payment processing. So based on the process requirement, we prepare best cases and use cases, then we cater to the requirements of the business. There are around a hundred people at HSBC divided up among four digital operations center teams. These are spread across the globe in India, China, Europe, and Hong Kong.

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Solutions Architect at a consumer goods company with 10,001+ employees

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

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

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

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

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Bank Employee at a manufacturing company with 5,001-10,000 employees

We have multiple systems here that are integrated. We have our SAP system, and then we have the vendor portals that are running on some web applications. If somebody puts an order in the portal, there used to be some kind of verifications for which we had employed some people, but now, the same verification is done by Blue Prism.  

We have also been using it for automation for invoice verification. We use Blue Prism to do the verification of the scanned invoices sent by people. We are using the latest minus one version of this solution.

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

The first automated processes were mainly backoffice procedures. Accordingly, unattended robots have been used to do the job. To me however, a big portion of the potential value added from RPA comes from attended automation, especially in a people-intensive professional services company like the one I`m working at. Typical examples for solutions desired by the staff are digital assistants taking care of the tedious and error-prone data transfer processes reaching from HR and Marketing to Finance.

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Senior Consultant at SDLC Partners

I work for the healthcare industry, and I use it for claims orders. We have claims orders, and we have integrated service manager tickets to bring tickets from different locations or websites and update them to the SharePoint tracker. From there, we send any notifications to the concerned person.

I am currently working with an on-premise solution that is connected to the cloud UI.

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SanjayVyas - PeerSpot reviewer
Assistant Vice President at Barclays Capital

I'm working with an investment bank domain with multiple processes, both post-trade and marketing. I am trying to automate all of the operation work into an automation solution.  You can include a reconciliation process and invoice processing.

We use it for operations-related processes and other operational processes for analyzing and researching comments and reconciliation. These are all of the post-market trades we have. 

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

The primary use case of Blue Prism is for financial services. It can't be accessed via a simple web application like you can do with its competitors. For financial services where the main requirement is to retain data in-house, Blue Prism is the way to go. I'm an RPA engineer and we are customers of Blue Prism. 

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Sravani K - PeerSpot reviewer
RPA Developer at SDLC Partners

We are a service provider and I develop RPA solutions for my clients.

Blue Prism is one of the RPA products that I develop bots for.

Most of our clients are interested in automating processes that are related to payroll and other aspects of finance.

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

We have got the Blue Prism license for financial auditing purposes. 

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Senior Manager , Digital Transformation, Strategy & Transformation at a insurance company with 10,001+ employees

I work with an insurance organization and we are currently using it to automate our back-end office processes. For example, within insurance, you have claims and you have policy owner services, and you have different business units. We are looking at those processes and automating them through Blue Prism robotics.

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KasimIqbal - PeerSpot reviewer
Senior Automation Consultant at a tech services company with 10,001+ employees

I'm one of the senior consultants in the company I work for, we are a service provider and we provide IT services to our customers. One of these services we provide is automation, using tools, such as Blue Prism.

We are upgrading to version 7.01 of Blue Prism in a few months.

We are using Blue Prism recently for statistics processes, which is the automation of SAP transactions for our logistics departments. Additionally, it is being used for SAP transactions within our IT finance service department. We do many things with it, such as partial reset and ticket re-keying. We have incident tickets logs from the IT department, which can be from emails, and we do re-keying exercises.

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Chief Architect at a tech services company with 10,001+ employees

We implemented Blue Prism some time back. I'm not using it right now. 

I get most involved during the evaluation and the deployment phase.

With Blue Prism, we automated back-end processes. Blue Prism is more like service-side automation. It is not good for attended automation.

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Sonal Pawar - PeerSpot reviewer
Senior Member Technical at Automatic Data Processing, Inc.

Anything which is redundant and has the same steps can be easily automated with Blue prism hence reducing manual operation and manpower.

We have a project in which a user requests through an email, Blue prism pickups that email and according to the request finds out which access has to be provided and follows the same procedure to give access. Once access is provided a business notification is reverted back. In case of an exception the business is notified in such scenarios after maximum retries. 

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Emeka Uchendi - PeerSpot reviewer
IT Consultant at ITwize Technology Limited

Blue Prism is used by my clients mostly in the financial sector. We do a lot of bank reconciliations.

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GRC Analyst at a marketing services firm with 10,001+ employees

We have about 20 use cases in production. Probably half of them are related to finance, monthly closures in our company, invoices, and bank reconciliations. On the IT side, use cases are about audit requirements with user attestations, user reviews, and schedules.

We're currently using the on-premises version, but we're internally moving to Azure cloud rather than moving to Blue Prism cloud.

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

We are primarily using the solution to automate the enterprise processes that are so widely used by many staff and where we want to reduce the specific deviation where FTE may be high. 

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Jayveer Mandora - PeerSpot reviewer
Lead RPA Developer at eclair Group

Normally, we work with the insurance and financial sectors. We create automations for reconciliation, account opening, account closing, and similar processes. Mostly, we work with Windows and mainframe applications.

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Head of Intelligent Automation at a outsourcing company with 51-200 employees

We primarily use the solution for finance, specifically accounts payable.

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

We are an independent consulting group.

It is used in a lot of healthcare-related processes, and healthcare manufacturing.

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

We use Blue Prism for different industries such as insurance, banks and financial corporations. We help to automate different kinds of processes, such as data validation when it comes to insurance. The solution compares data between documents and the portal. We are partners with Blue Prism and also resellers. I'm a solutions architect. 

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

I have been using this solution to develop internal web-based applications. Some of the applications are interacting with desktop applications.

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Doctoral Researcher at a educational organization with 1,001-5,000 employees

We use Blue Prism to target the financial service industry. Our core use cases are specifically in insurance and banking.

Within our company, there are two developers that use this solution. 

Whether we increase our usage of this solution is going to be a market-based or market-driven decision. 

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Vice President at YASH Technologies

As for primary use cases, we have done purchase order processing for close to five countries, and we also do non-compliance in terms of the field assets deployed by a company to hospitals. That is, we use it as an asset tracking solution.

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Technology Manager at a transportation company with 10,001+ employees

I'm an IT consultant and I implement Blue Prism for my clients.

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Vineet Talwar - PeerSpot reviewer
Head of Strategic Alliances at Zensar Technologies

We were trying to integrate Blue Prism for an insurance solutions company. Without manual intervention, they wanted some bots to qualify and make some selection procedures easier for certain customers and integrate them with the CTI, which is a computer technology exchange. This means that when somebody calls up, they will go to a bot and CTI. They run a bot, and the bot will guide them about how they can answer some queries for the insurance customer.

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

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

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

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Manager Finance at a tech services company with 1,001-5,000 employees

We are using this solution for invoicing and some other allocations in our organization.

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Head of Transformation at a financial services firm with 501-1,000 employees

I am using Blue Prism for my RPA enterprise project. I haven't used the cloud version, because I work from a financial institution and we are very strict about the confidentiality and the security of the data of our clients.

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Specialist-Configurator at a tech services company with 11-50 employees

The solution was deployed on-prem. We have about 100 users.

We were partners with Blue Prism.

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MehakTalwar - PeerSpot reviewer
Project Manager at a transportation company with 10,001+ employees

We use it to automate various backend processes in our company, such as PO processes and finance processes. We are using the latest version. It is deployed on the cloud as well as on-premises.

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Giovana Reis - PeerSpot reviewer
Senior Planning and Control Analyst at a translation and localization position with 1,001-5,000 employees

We were using Blue Prism mainly for simple RPA processing.

I work with advisors, and we have a lot of clients that have a lot of processes. We use the solution for the cost and management processes. When we need to organize some information we join the information into a report.

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Director, Km & Bpo Innovation at a tech vendor with 10,001+ employees

We have a lot of use cases for automation, including testing our website.

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Partner Technology Consulting at a financial services firm with 10,001+ employees

We are mainly using Blue Prism for finance processes. Then slowly, we move into other processes, such as HR and IT.

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Business Head at a consumer goods company with 1-10 employees

Our clients are typically medium-sized enterprise companies. 

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DavidBiden - PeerSpot reviewer
Managing Director of Automation at Foundry4

I run a company that is a Blue Prism partner. We have ten Blue Prism developers. We use it for invoice automation, order processing automation, and internal back office and front office automation. That is a good collection of things that we do. It can be deployed on-premises as well as on the cloud.

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RPA System Engineer at a comms service provider with 10,001+ employees

Blue Prism is used for UI information. We use it for automating business tools related to HR and finance. We are submitting human interaction from the computer.

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Richa Srivastava - PeerSpot reviewer
Professional 1 Application Designer at DXC Technology

Our primary uses for Blue Prism are Solution Design, SDD, PDD, and Coding.

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Buyer's Guide
Blue Prism
June 2022
Learn what your peers think about Blue Prism. Get advice and tips from experienced pros sharing their opinions. Updated: June 2022.
607,178 professionals have used our research since 2012.