Blue Prism Primary Use Case

Mohamed Salah Baccouche - PeerSpot reviewer
Robotic Process Automation Consultant at Ernst & Young

Our company uses the solution's automation processes to develop a fleet of robots for one of our clients. To date, we have developed more than 40 robots. 

We also have clients in the banking and insurance industries. 

We currently use both the 6.10.2 and 7.0 versions of the solution. 

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SZ
Department Chief at IBA Group

As integrators, we specialize in developing solutions on various platforms, with a focus on WorkFusion, UIPath, Blue Prism, and Automation Anywhere. Additionally, we have developed our own RPA solution.

To clarify, we don't handle the deployment process. Typically, the environment is already set up by the time we arrive. Our role is to automate the business processes.

I believe the situation with our client is quite complicated. They were attempting to upgrade from version 6.7 to 6.10 but encountered various challenges during testing. 

Although we made migration efforts, other teams faced issues, and the upgrade had to be postponed. 

Currently, the production version remains at 6.7 or 6.6, while the development version is at 6.7.

Blue Prism is primarily used for invoice and document processing. 

We use a basic capture function within the platform to extract information from various types of documents, including PDFs. 

If the documents are consistent, we can work with them efficiently.

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Ajay Nayak - PeerSpot reviewer
Senior Data Engineer at Baxter International Inc.

There are a few cases where we get invoices. For example, we get invoices in PDF format, so we have to go through that particular version and capture a few fields; for that, I use ABBYY; once that field is captured, I export that data to a CSV or Excel file. ABBYY will be input into a network drive; from there, our BP processors will process it. 

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Buyer's Guide
Blue Prism
April 2024
Learn what your peers think about Blue Prism. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
767,319 professionals have used our research since 2012.
Renjith Raghunathan - PeerSpot reviewer
RPA Team Lead Developer at Standard Chartered Bank

Blue Prism is a tool designed to securely automate web processes, and it helps automate processes for people in banking. Banking transactions are often divided into sections to keep a track of the transaction records, card numbers, customer names, and client supplying numbers, and it is important to ensure that the records of these details are secured. To achieve this, Blue Prism has incorporated 256-bit, which is way faster and better. Owing to this reason, it has been approved by IT security teams.

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Gul Ansari - PeerSpot reviewer
Solution Architect-Intelligent Automation at Kone Oyj

The solution’s use case for our company is HR hire automation. When an employee gets onboarded there are a lot of formalities that HR should do like collecting data for payroll.

Another use case is tender creation. We use the product for tender creation whenever a lead is converted into an opportunity.

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SV
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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YZ
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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Somasundaram N. - PeerSpot reviewer
Managing Director at Finixel Technologies Private Limited

We are using Blue Prism's process automation software to eliminate low-return, high-risk, manual data entry, and processing work for our financial processing in manufacturing. We are not a direct partner with Blue Prism, what we do is when our clients have bought the Blue Prism solution for someone we implement Blue Prism for them. We are acting as the integrator.

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Sarath Gopinathan Nair - PeerSpot reviewer
RPA Developer at DigiStaff

We are a company that automates console services. We work with console tax, revenue, and benefits.

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Zameer Shaik - PeerSpot reviewer
RPA Lead at Aithinkers

Our primary use cases are mostly for device processing, such as extracting data from PDFs and reporting it into ERP applications.

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Abhimanyu Thite - PeerSpot reviewer
Software Engineer at Globant

We have a partnership with Blue Prism and I'm a software engineer. 

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AS
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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SP
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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AY
RPA Developer at Wonderbot

We are using Blue Prism mainly for the finance and IT automation processes.

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Roshan James - PeerSpot reviewer
Service Delivery Leader - Software Engineering at a insurance company with 10,001+ employees

We are currently using the automation provided by Blue Prism RPA in the claims process.

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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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it_user973275 - PeerSpot reviewer
Director Of Innovation at Quantum AI

I use Blue Prism mainly for backend operations where I don't need a lot of manual intervention coming in. Blue Prism is mainly for backend operations like auditing, reporting, compliance, and regulatory requirements.

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RS
Ops Innovation Platform Manager at a financial services firm with 5,001-10,000 employees

Predominantly, this platform is used for Robotic Process Automation. It's a low-code tool that doesn't require much technical knowledge and is easy to introduce to your business users in order to make them citizen developers. 

Most of the manual operations and administrative work are low-hanging candidates for automation using this tool. 

It can be used for your infrastructure or application monitoring use case.  

The tool has an extended feature of integration with different databases which can be further extended for analytics/visualization tools. These include Tableau, PowerBI, QlikView, and Splunk.  

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PA
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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NS
Process Automation Lead at a energy/utilities company with 10,001+ employees

Across different business areas, the use cases differ.  The back-office, for example, are more along the lines of reconciliation of data, the back-end operations. We have use cases in our dispatching department as well, where use cases can be like data is gathered for traders to make intelligent decisions, or nominations power plants to the website. 

Some use cases in our procurement area and our financial services.

Our goal is to free our employees to do more value-added tasks, while the robots do the manual activities. That way, employees can move on to more sophisticated tasks. The robot does its work but the employees are still in control. For example, the dispatcher is still on the desk and looking at what a robot has nominated, for example.

We have use cases where RPA is integrating it with machine learning, with chat bots. . Our idea was to start with the basic robot and then make them more sophisticated by adding natural-language processing or machine learning. We have a couple of use cases there, as well. But the repetitive-task use cases are more common.

Our application server and our database are on Azure cloud. But you have to use a virtual machine to access it and that virtual desktop environment was on-prem. Currently, a project is going on to move them to virtual machines as well. So the Blue Prism hosting is currently on our private cloud, Azure, and the virtual machines are on-prem and will be moved to Azure in two months.

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PaulBull - PeerSpot reviewer
Intelligent Automation Delivery Manager at Digiblu

The use cases range from document ingestion, process enablement, and data management, including financial records cleanup.

So it's essentially the arms and legs for digital processes. So the clients have processes that have tech enablement, but there's stuff that needs to orchestrate the different tools and bring them all together into an end-to-end automated process.

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Dinesh  P - PeerSpot reviewer
Technical Architect at a computer software company with 5,001-10,000 employees

We have various use cases for the solution and deploy it on AWS Cloud.

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OL
DevOps Specialist at a insurance company with 10,001+ employees

We use the solution for features such as two-factor authentications, product compatibility, etc. Also, we use it to monitor dashboards and for logging different applications.

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Alin Mistode - PeerSpot reviewer
Enterprise Architect at a wholesaler/distributor with 501-1,000 employees

Our primary use case for the solution varied, and some of the use cases were in financial and billing, while others were in managed services and automating infrastructure. It is deployed on-premises.

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AG
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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Srikanth RB - PeerSpot reviewer
BA Manager at a tech vendor with 10,001+ employees

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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AS
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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QW
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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MT
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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AN
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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KG
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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MM
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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SM
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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RP
Senior Specialist at a comms service provider with 10,001+ employees

In the financial environment, such as in the banking and insurance sectors, we use them to automate mundane tasks, the kinds that require repetitive human work with not much thought process involved.

We use it for simple things like automating the processing of work queues, reading information from an email, extracting the attachments and forwarding those to available people.

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MC
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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HH
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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JG
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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ML
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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KR
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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WL
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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VM
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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AY
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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RP
Manager at a manufacturing company with 1,001-5,000 employees

We use the solution as an RPA tool to automate business processes.

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GR
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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BO
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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VT
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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AI
Head of Process automation at a financial services firm with 1,001-5,000 employees

We use this solution in all area of our business. The most common use case is related to our financial sector and loan applications.

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LS
Sr. Project Manager, Automation at a pharma/biotech company with 10,001+ employees

Our primary use case is automating data entry-intensive tasks interacting with in-house applications.

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GT
Solutions Architect at ValueMomentum

We were using this solution for two main purposes. The first was to leverage the OCR capabilities, and the second was integration with Outlook to check email and retrieve attachments from email.

We were also looking at the workflow component, and how to orchestrate the bot and the process flow within Blue Prism.

This is all being done as a pilot project by one of our departments to assess the impact of implementing RPA.

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MP
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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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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AW
Executive Manager: Shared and Support Services at a outsourcing company with 1,001-5,000 employees

Our primary use for this solution is to automate and run our mundane operational processes.

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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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SB
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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it_user1383903 - PeerSpot reviewer
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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KD
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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SK
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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KF
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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PL
RPA Architect at a tech services company with 11-50 employees

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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JM
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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AT
Consultant at a tech consulting company with 1,001-5,000 employees

I am an RPA consultant and the use case varies depending on my client. Basically, it is a tool that helps users to automate repetitive tasks.

We do not automate in our own company but we do help our clients to implement it.

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DB
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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MK
Works

I have used this solution to automate the business processes in the life insurance space which includes the policy admin processes like underwriting processing, claims processing and commission processing.

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

Our clients are typically medium-sized enterprise companies. 

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AH
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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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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it_user865017 - PeerSpot reviewer
Lead RPA Engineer at Auxillium

The primary use case is having bots manage, schedule, and build other bots seamlessly within a bespoke dashboard. There is no need for a first line team monitoring the system as it reports and assigns tickets.

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KK
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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EE
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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KK
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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AT
Managing Director at a tech vendor with 11-50 employees

Our primary use for this solution is in the financial department.

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Buyer's Guide
Blue Prism
April 2024
Learn what your peers think about Blue Prism. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
767,319 professionals have used our research since 2012.