What is our primary use case?
As consultants, we have implemented UiPath for clients when they have asymmetric workloads because of COVID and they want to scale up but don't want to hire new people. We've implemented automations for clients that want to decrease their workflows. And we've seen efficiency gains as well when clients want to complement the work that humans are doing with the help of automations.
A good example of a client use case is a client that does mortgage loans. When someone comes to a loan officer, there's a lot of information that needs to be provided. There's a manual process that includes inputting the information into the system. Once the information is in the system, they need to run a lot of services, such as lien and credit checks, location verifications, inspections, flood reports, et cetera, before a loan application can be approved.
We've automated this entire process for them. Our automations, built on UiPath, run all these services, generate all the reports, and store them in a centralized repository that can then be eyeballed by a human. That way they can make a judgment call on whether a loan should be processed or not.
Our in-house use case right now is around structuring reporting with UiPath. We have a Power BI layer and we use UiPath internally to check employee availability, as well as who is charging hours, and how many, to our projects. Overall, we use it for HR activities. We go into our HR management system, generate and download the reports using UiPath, and then modify and massage the data depending on business rules. We then publish that data into Power BI and that's used as a centralized dashboard for reporting for the organization.
How has it helped my organization?
We recently did an engagement with some leaders in HR management. That organization has two kinds of certifications that they give out. We automated those processes as well as the reporting and the revenue reconciliation around them. They wanted to understand how many people were doing re-certifications, and their demographics. They wanted to see what the pass percentage was. They also wanted to be able to give the marketing team data about whom they should be targeting.
The automations we built for them using business rules produce information on whom they should be targeting. They help them understand which part of the world is doing their exams and which part of the world is not doing their exams, and where they need to spend more on marketing.
Before we automated these things, they had a team of four people doing that kind of work. Now, there is one person managing the automations instead of managing the actual processes. That was a big win for them as an organization. They were able to redeploy three people to do other work inside the organization. And in terms of savings, if the average person works 2,040 hours per year, we saved them around 8,000 person-hours of work annually.
Internally, in our company, the reporting process that we have automated used to take 45 to 50 minutes for the HR team to do. Now, reports are generated automatically. It has decreased the amount of effort that the HR team needs to do to generate reports.
There is also a lot of benefit with respect to human error. The tasks that you want to automate are usually repetitive, mundane activities—the swivel-chair activities where a junior analyst might be processing 500 loans in a day. People tend not to concentrate and they make mistakes in that kind of situation. Automation is not going to make those mistakes. There's a great reduction in human error when you implement RPA using UiPath.
In addition, as a small company, one of the biggest advantages we see from using UiPath is that they handle infrastructure, maintenance, and updates with the cloud offering. That helps a lot of small and mid-tier companies implement automation, companies whose IT practices aren't as mature. That's one of the most important features and benefits of UiPath.
The cloud version does decrease your startup time. Where you might have spent four weeks provisioning a server or a virtual machine, installing things, and then securing network assets, with this solution you don't have to do those things. It's all available directly, plug-and-play from UiPath. The time to value is decreased. Cloud instances are, obviously, a little bit more expensive than what you would pay with an on-prem solution, but because UiPath gives it to you at scale, the difference is that great.
For SMEs, the effort to stand something up themselves adds a lot of work to the automation. The ROI is quicker for SMEs when they do a cloud implementation.
What is most valuable?
The only way you're able to show true value with an automation program is if you automate something end-to-end. UiPath does end-to-end automations and, among all the other tools that are available, UiPath is the leader in end-to-end automation.
In addition, they're growing their platform. It's no longer just an RPA program. It's a platform that gives you capabilities like AI, Computer Vision, and chatbots. It's not just about task or process automation, it's about the end-to-end life cycle. Previously, if you wanted to do a chatbot integration, there was no end-to-end solution for it. Today, UiPath offers direct integrations with chatbot services and direct integrations to some level of AI analysis on your processes. No other provider today does any of that. If you get into specific, end-to-end scenarios, UiPath certainly is a platform that allows you to achieve that end-to-end automation.
UiPath's AI capabilities are pretty good. Computer Vision is their AI functionality that helps you look into images. If you're automating inside a Citrix environment, for example, you really can't access the usual selectors or data boxes or text boxes. It's all an image. We had to do an automation in such an environment, and we used the AI capabilities of Computer Vision to build dynamic selectors. That was beneficial. I don't think any other vendor currently has that capability. The way they've implemented AI is not just a buzzword. They've really applied it in the Computer Vision feature.
And when it comes to the UiPath user community, nobody would be able to do implementations without it. It's a lot like Stack Overflow, but for RPA. It's a very strong community and it helps anyone who is doing development, management, initialization, et cetera.
What needs improvement?
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.
Buyer's Guide
UiPath
September 2023
Learn what your peers think about UiPath. Get advice and tips from experienced pros sharing their opinions. Updated: September 2023.
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For how long have I used the solution?
I started doing automations back in 2015, and I've been using UiPath since around 2017. I work as a management consultant. The company I work for provides consulting services to organizations that want to use UiPath, Blue Prism, and Automation Anywhere.
I started out doing development with UiPath, and now I do a lot of infrastructure initialization. I've done development and implementations on the on-prem solution, although I've never set one up, and I've set up cloud instances of UiPath myself.
As a company, we also use the free Community Edition in-house so that we can build a point of view on solutions, but most of our implementations are for clients as consultants.
What do I think about the scalability of the solution?
Scaling is a benefit of the cloud offering because you can easily add a new license without provisioning a new server virtual machine, and you can also or decrease licenses. This is only applicable to an organization that does not have high IT maturity and does not have virtual machines that can be spun up. If a client is very mature, Fortune 100 or Fortune 50, with a very robust IT team that can easily spin up virtual machines, the cloud solution is not going to be beneficial when it comes to scaling.
How are customer service and support?
They have multiple tiers for technical support. I've used all of them. With the Premium Plus Support you get immediate remediation. You have a support representative available who is like an account executive and who is the go-to person for any issues. It's very easy and very quick.
The mid-tier is Premium Support where you don't have a direct point of contact, but you still get priority service.
We recently had a production issue with Orchestrator. I opened a ticket on February 2nd and we just resolved it this morning, six days later. It wasn't a big issue but it took them some time. That was with the free support. I didn't expect them to prioritize it
Overall, they are responsive. The top-tier support is a 10 out of 10, the mid-tier is about an eight out of 10, and the free support is about a seven or eight out of 10.
How was the initial setup?
One of the biggest advantages of UiPath is the ease of setup. Their cloud instance is probably four or five releases ahead of what Blue Prism or Automation Anywhere offer right now. You can buy a license in 30 seconds and get your own automation instance set up on the cloud within an hour.
UiPath has made setting up and starting an implementation very easy because it's a service. If you're going with the cloud, there's no installation, no setup, and no server or VM initialization.
UiPath also has something called REFramework (Robotic Enterprise Framework). The REFramework is built-in and helps streamline implementations with some of the industry best practices for development. UiPath provides that to everybody as a basic template to start an implementation. Blue Prism or Automation Anywhere usually provide you with a blank slate and a junior developer might struggle a bit to actually understand how to do exception handling or logging. UiPath allows you to do that very simply with REFramework.
We have also used the UiPath Academy courses and they have been very beneficial. UiPath started giving all their Academy material free of cost to everybody. They were the first RPA vendor to do that. By doing that, they created a competency, globally, inUiPath. It certainly helps everybody. If I don't understand something about a new feature that comes out, I open the Academy and watch a video, or I read some material or a white paper that they have published, and I understand it better.
The material is really good. It helps you understand their platform in a very robust manner. There are walkthroughs where you can do implementations and developments while the course is going on. That really helps as well.
The Academy helps us build an internal understanding of new capabilities and then go to clients and tell them, "This is another new capability. It's available to you free of cost because you've already purchased the licenses. Here is what its potential is, and this is how you should implement it." As a result of the Academy courses, we can advise clients better and help them unleash that potential.
What's my experience with pricing, setup cost, and licensing?
UiPath changed the way that they do licensing, starting in 2022. Any partner that has status with them is now allowed to sell licenses, because UiPath itself does not sell licenses anymore. They have a sales team that manages licenses and works with vendors like us.
They can definitely work on the way that they publish material about their licenses. Every year they change their license SKUs. They change the definitions and the naming conventions. They change capabilities and functionalities. It becomes very hard, as a user, to track it. We recently had to renew our licenses and the way that they defined the RPA developer license had changed. The RPA developer license is now called an automation developer license. The two capabilities are very different. We had to go through learning to make sure that we would have all the capabilities that we had previously, and understand what the new capabilities are.
There was no material available on their partner portal or on the internet to help us understand which licenses give you which capabilities. That's something that they need to make more transparent and not reinvent it every year. They need a level of standardization.
Which other solutions did I evaluate?
There is a tool called Power Automate which used to be called WinAutomation. Power Automate is available to everybody with an Office 365 license. The only other competitor to UiPath's community would be the WinAutomation/Power Automate community. It is a very community-driven solution, similar to UiPath. That community is as strong as the UiPath community.
UiPath recently got into the process analysis space. They've started doing things like task mining and process mining, but I wouldn't say UiPath is a leader in that space. They do have something called Task Capture that allows you to document processes for automation. But UiPath's process analysis piece is not yet as developed as much as something like Celonis.
The way we break down the process around automation is into three stages: advice, implement, and operate. The advice piece, which includes process assessment and building business cases is an area where UiPath is not great as a tool. It has the capabilities, but it's fairly new.
But at the "implement" stage, obviously it's a great product.
And the "operate" is where they have realized that the stickiness comes in with clients. There's always going to be a need for "operate" and they are getting into it. They provide something called UiPath Insights that gives you analysis about how your automation is running in production and to help you manage the automations. It gives you quick dashboards to present to senior leaders to show ROI and business case creations. UiPath needs to grow in the "operate" space and they are doing so. Neither Blue Prism or Automation Anywhere offers anything for process mining or task mining.
What other advice do I have?
In terms of innovation, I don't think that the cloud solution helps me innovate. UiPath's integration functionalities can help me come up with an innovative solution, but the fact that it's a cloud instance or software as a service, does not really help me innovate as much. I could do the same innovation with an on-prem solution.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner/Reseller