Automation Anywhere Reviews

I have used Automation Anywhere in various industries, including banking, telecommunications, retail, and oil and gas. In such clients, there's often a mismatch between systems, needing more integration. Creating new integrations from scratch, like calling APIs, is complex. Automation Anywhere bypasses this by integrating systems through their user interfaces. For instance, inserting data into an SAP database typically requires knowledge of connection strings, database design, and tables. This information isn't readily available. With Automation Anywhere, I observe users performing tasks like creating clients. I note the screen and information used, then load that into an Excel file. Automation Anywhere processes numerous transactions using Excel data and screen interactions. This accelerates digital transformation. While APIs are the ideal engineering solution for integration, robotics provides the fastest results.

We have installed Automation Anywhere on AWS, Azure, and GCP, which works well.

Automation Anywhere is user-friendly with its concept, even C-level executives can try automating tasks in five minutes, which is a great marketing strategy. However, for professionals in sectors like banking who design critical mission bots, deeper knowledge is necessary, including logging, API calls, etc. Automation Anywhere's best features are sufficient for newbies or those needing quick implementations.

Copilot is a good feature for those using machine learning and AI.

Copilot helps increase the productivity of new users.

Typically, extracting information from transactional systems requires tools like Automation Anywhere. For less structured tasks, generative AI is a great option. One area where these tools can improve is web scraping. For instance, if a website changes, traditional bots fail. However, with generative AI, we can create bots that understand page context and adjust accordingly. For example, if the input field for a flight code changes its location or ID, a generative AI-powered bot can still identify it by understanding the context of the surrounding labels, like "flight code". I believe we'll see a significant evolution in the coming years, with computer vision and generative AI enabling bots to understand the location of information on a screen and adjust web scraping strategies dynamically.

One of the main concerns with Automation Anywhere is the lack of a robust feature for capturing and managing information from the user interface, something competitors like Blue Prism already offer. In Blue Prism, you can create an "application model" to capture every control on a screen and assign them to variables, making it easy to reference and update them in your code, even if the screen layout changes. In Automation Anywhere, however, you must manually search and update capture instructions within the code, which is time-consuming and error-prone. Implementing a similar feature in Automation Anywhere would be critical for improving efficiency and maintainability. While this idea has been discussed with the company, it has yet to be implemented.

For experienced developers, there's room for improvement. For instance, code refactoring, a valuable feature, is currently impossible in Automation Anywhere. While Automation Anywhere is excellent for beginners, it could benefit from enhancements for advanced users.

I have been using Automation Anywhere for eight years.

Automation Anywhere is scalable. One of my clients, the largest bank in our country, is also one of Automation Anywhere's biggest clients. We have Automation Anywhere running on over 9,000 computers at the bank.

The technical support team is an excellent resource. We are a long-standing partner of Automation Anywhere in our country. My team possesses a deep understanding of the platform, but when we require assistance, the support team is always helpful.

Positive

The initial deployment of Automation Anywhere is straightforward. We use the bot model and deploy bot runners through the Automation Anywhere cloud, simplifying the process. While using the Automation Anywhere cloud is convenient, we've also deployed an instance in a private cloud environment like Azure or AWS, which works well. However, deploying in a private cloud requires knowledge of clustering and related concepts, so it's not suitable for everyone.

On average, a bot runner in Automation Anywhere can cost $5,000, while in Microsoft Power Automate, you can get most of the same functionality for $100. However, when you factor in the materials, support, and ecosystem of Automation Anywhere, it proves to be a more cost-effective solution overall.

I rate Automation Anywhere ten out of ten.

Typically, they release hotfixes, and if you're using Automation Anywhere's cloud platform, you receive these hotfixes automatically and at no cost. However, in my situation, as a system integrator partner of Automation Anywhere, they inform us of available hotfixes, which we then download and implement without issue.

We use Automation Anywhere for all R2R processes, including reconciliations, journal entries, and fixed assets. Our systems are set up in a way that requires a lot of manual processes. We redesigned the processes so that we could move to some rule-based ways of working. Then, wherever we could make it rule-based, we implemented RPA.

The benefit of using Automation Anywhere is the efficiency of operations and speed. Humans cannot work 24/7 on a task, but a machine can work continuously on it. The solution saved us a lot of time on various processes. We needed fewer people to work on those processes, which resulted in cost savings. For every one bot, we were able to save the effort of one and a half STE.

There should be a way to avoid recoding everything whenever there's an upgrade to the latest version. A lot of finance applications do not support Automation Anywhere. Many ERPs and finance tools do not talk to Automation Anywhere directly. If there are any updates or changes on the UI, you have to recode everything, which used to be a big concern area.

I have been using Automation Anywhere for seven to eight years.

We faced challenges while implementing the solution because we were probably among the first to do it in the R2R space. However, we were able to work through and overcome those challenges.

We have seen a return on investment with Automation Anywhere.

The solution's pricing is pretty decent. We get good rates since we work with platinum partners.

We have a development team, and our business users do not do the coding. I think it depends on how simplified your design is. We try to make things quite dynamic. If there is a matrix behind the automation that defines the rules, then the business users will handle that matrix.

However, the technical team will handle the coding of how that will translate into an RPA automation. We focus on the design to ensure that it doesn't get stuck.

AI is definitely the future, but it depends on how well you can integrate it with your processes. From a financial perspective, it is still evolving. I don't think anybody has cracked the code for end-to-end automation using artificial intelligence. However, we are using AI in bits and pieces and intend to expand on that.

I don't think we have integrations because Automation Anywhere works more on the UI. Essentially, you'll create a bot ID, which is a mirror of a human user ID. Any access that that human has is replicated to that bot. You don't necessarily need to integrate Automation Anywhere with your systems. It just sits in your VDI, and then it works like any human user would work.

Upgrading the solution was a challenge because it required a whole project and some coding.

Overall, I rate the solution a seven out of ten.

We use Automation Anywhere to integrate between different systems like CRM and ERP.

We adopted Automation Anywhere to streamline our operations, enabling us to extend service hours while reducing manpower needs and human error, ultimately driving down costs and improving efficiency.

Before Automation Anywhere, manual processes were time-consuming and error-prone. Now, automation gives us peace of mind with error-free execution, saving us manual time while running 24/7.

AI, specifically through machine learning techniques, will impact data analysis and decision-making.

Automation Anywhere is easy to use, even for business users. It is considered user-friendly, with clear documentation available. However, I've found the most effective way to learn is by observing colleagues who are building new processes, allowing users to see the software in action.

A non-technical person can learn to use Automation Anywhere within two weeks.

Automation Anywhere has significantly boosted both our sales department's performance and our finance department's efficiency by automating time-consuming manual tasks, freeing up employees, and enabling us to complete many processes without human intervention.

Depending on the task, Automation Anywhere has saved us up to 70 percent of our time, directly correlating to cost savings.

We have Google Workspace, Microsoft Excel, ERP, and CRM integrated using Automation Anywhere.

Automation Anywhere's integration with APIs is durable.

The most valuable feature of Automation Anywhere is the ease with which it integrates with our existing APIs.

Automation Anywhere can be enhanced with additional safeguards during the database-building process to minimize errors.

When dealing with a large number of variables, uploading them directly from an Excel sheet to Automation Anywhere is not supported. In such cases, we have to enter each variable one by one.

I have been using Automation Anywhere for almost four years.

Automation Anywhere is stable.

We can scale Automation Anywhere by adding more licenses.

The technical support team is not only responsive and helpful, but they also offer a rich library of documentation that provides valuable self-service resources.

Positive

We need to install a client into our machine to use Automation Anywhere.

Implementing Automation Anywhere proved challenging due to platform-specific intricacies. Each platform, like Google Cloud and AWS, requires unique implementation techniques. Fortunately, once these variations are understood, the process becomes streamlined – it only took me two days to grasp it on Google's platform.

Automation Anywhere might have a higher upfront cost than some competitors, but its extensive features and seamless integration with other tools can save organizations money in the long run. This is because they wouldn't need to purchase those capabilities separately.

After implementing Automation Anywhere, we explored other options like Microsoft Power Automate and considered UiPath, though I hadn't used it directly. Automation Anywhere provided the smoothest integration with our existing third-party tools.

I would rate Automation Anywhere eight out of ten.

Maintenance is only required for the on-premise version of Automation Anywhere and is performed by a couple of administrators.

Daily, we perform routine bot maintenance for a few minutes, unless a significant problem arises.

We have implemented Automation Anywhere for 2 finance use cases: recurring collections and payment forms processing. To achieve this, we leveraged the platform's invoice-tracking capability and built our bots around it.

We implemented Automation Anywhere to explore more automation possibilities.

We are happy with Automation Anywhere and the good experience it has provided. Automation Anywhere has successfully allowed us to implement our use cases.

We have identified several areas where we could potentially optimize the AI within our automation processes. However, the ultimate decision depends on the cost-effectiveness of automation. While we have a couple of significant use cases that seem well-suited for automation, others involve lower volumes that may not justify the investment. Currently, we're considering Microsoft's automation solutions due to their existing integration with our other Microsoft products. However, we might also explore Automation Anywhere for specific, complementary automation needs.

Someone with little automation experience can still create a bot using Automation Anywhere.

The learning curve of Automation Anywhere is adequate.

The time it takes to train someone to create a bot with Automation Anywhere depends on their existing technical background. For individuals with no prior technical experience, the learning process can take two to three months. However, if someone simply needs to become a casual user of a pre-built bot, a few weeks of training might be enough to get them comfortable navigating its features.

Automation Anywhere has significantly reduced our error rates, particularly in areas like allocating payment receipts and collections. Before implementing it, human error was a major issue. Automation Anywhere has effectively addressed this problem. Of course, reducing human involvement is a natural consequence of automation. However, a surprising benefit we've observed over the past two and a half years is that data quality has also improved significantly. Allocations have become much more accurate, which is an incredible advantage. Initially, the existing data was riddled with errors. Consequently, the automation rate was far lower than anticipated. However, as we progressively corrected the database, the automation rate steadily climbed, and error rates began to decline. It took roughly six to eight months to see the benefits.

Our organization has a defined AI automation strategy. We recognize its importance and have prioritized its development over the next two to three years. This focus on AI, particularly in customer service, will help us gain a competitive advantage in the marketplace.

Automation Anywhere is integrated with our ERP, human portals, supplier portal, and CRM.

Automation Anywhere has been instrumental in saving us both time and money. It serves as a core strategy in our efforts to streamline operations and reduce our reliance on manual labor. This has allowed us to handle multiple workloads with increased stability. We are committed to continuing on this path of automation to further optimize our processes.

While we initially implemented Automation Anywhere due to its inherent strengths, the software landscape has evolved significantly in the past two and a half years. Several competing products now offer superior functionality compared to Automation Anywhere's current capabilities. Microsoft's automation solutions are particularly compelling. They integrate seamlessly with the wider Microsoft product suite, which is often the core software environment for many businesses. This integration advantage isn't present with Automation Anywhere, which operates independently of Microsoft products.

The price has room for improvement.

I have been using Automation Anywhere for 2.5 years.

Automation Anywhere is a stable product.

Automation Anywhere is known for its scalability. This means that financial institutions can leverage it to automate large processes without worrying about the platform's ability to handle the increased workload. In simpler terms, Automation Anywhere can grow alongside our automation needs.

In the past, we relied on other automation applications. However, these applications lacked the flexibility and adaptability of a bot.

The deployment process was successful thanks to the contributions of the third-party implementation team.

The full deployment took eight months to complete.

For the implementation, we leveraged a third-party vendor with expertise in Automation Anywhere.

The positive return on investment for Automation Anywhere is clear after two years of successfully automating a few business processes.

Automation Anywhere, once a competitively priced option in the RPA market, has seen a shift in its pricing strategy. Currently, it stands as one of the more expensive RPA tools available.

In our evaluation of RPA tools, we've considered Microsoft Power Automate and UiPath. Automation Anywhere, while a strong contender, appears to have a steeper technical learning curve compared to the other two options.

I would rate Automation Anywhere six out of ten.

We rely on an external company to handle the maintenance of our Automation Anywhere software.

Companies considering an Automation Anywhere solution should approach it with a long-term perspective. Ideally, they should be prepared for a ten-year commitment. This allows them to understand how the product will evolve and adapt over time. A ten-year timeframe, or at least eight years, provides a significant advantage compared to a two to three-year outlook. By taking a long view, companies can ensure they are well-positioned to benefit from the ongoing development and reshaping of the Automation Anywhere platform.

We teach Automation Anywhere to people with refugee backgrounds. It is cutting-edge technology that requires no code which makes it easy to learn and earn. This has given them greater opportunities for job inclusion.

We also use Automation Anywhere in-house in collaboration with other corporations in our Social Impact office to create curriculum and scholarship programs for people with refugee backgrounds. We train them and we do projects where they can test automation delivery for Automation Anywhere's new features. They can learn quality assurance and delivery. This way they are well trained and can provide test automation services for other companies.

The reason we implement Automation Anywhere is two-sided. For refugees, it is about evolving their skills and digital career development. For corporations, they want to utilize automation with generative AI so they can do both automation and analytics at the same time which increases their productivity even for test automation. 

Automation Anywhere changes everything drastically. Testing software takes long hours, but with Automation Anywhere we can do it within seconds. With generative AI we can create test scenarios and test data more accurately. There are a lot of changes going on.

We get a lot of requests related to documents. We can use automation, OCR, and generative AI. OCR works like eyes where we scan documents and we can use the data with automation to let the AI read it. The AI functions as the brain. Many retail companies have import and export departments dealing with many papers. They can automate them using OCR, generative AI, and automation.

The most popular programming language is now English. It has expanded the digital population. Everyone can use generative AI with just natural languages and people can focus more on local technology to handle that AI. Automation Anywhere together with generative AI is great because it is easy to use and automate.

Automation Anywhere did a lot for us. Neeti Mehta who is one of the co-founders of Automation Anywhere believes in our purpose. Everyone deserves a second chance. The number of refugees on Earth is now one hundred million people. This means that every second another human is being forcibly displaced. These people need another chance. Automation Anywhere is used by corporations and governments. People are looking for a solution that works well with generative AI and Automation Anywhere is the best solution for that. Automation Anywhere accelerates the productivity of humanity and at the same time creates inclusive job opportunities for refugees.

Automation Anywhere is super easy to use for people who don't have technical skills. Our people with refugee backgrounds didn't have IT knowledge but now they have the talents to professionally provide automation technology for corporations. It is really easy to use.

We train our refugee talent professionally, so it takes about three months to learn. Professional coding training usually takes six months. The learning curve for Automation Anywhere is shorter for our people. Our members deliver projects to teach other employees in large companies. This doesn't take three months because we provide workshops to learn bot creation and they work together to create their first bot within two weeks. It is really easy.

We started using Automation Co-Pilot around two months ago and it has helped increase everyone's productivity.

I anticipate that Automation Co-Pilot will help save us and our customers time and money, not just because we can automate our tasks but also because we can do many analytics that we couldn't do without Automation Anywhere. It is about how to enable value-add work that we can't do without automation technology. It is not just about saving time but also about advanced analytics.

Automation Anywhere is one of the best companies for automation technology and we invest a lot in integration with other systems. We have many requests from other companies but Automation Anywhere goes well with most of the systems.

Automation Anywhere has saved us and other organizations who care about social impact a lot of time and money. As an estimation, Automation Anywhere is about 60 times faster than a human. The time spent goes from one hour down to one second when we use Automation Anywhere.

Automation Anywhere can improve process mining. Many people have started using generative AI. There are many types and many systems. People are reshaping their operational flows and with a process mining system, we can visualize what we are doing with generative AI and easily spot where automation can be used to improve productivity.

I have been using Automation Anywhere for three years.

I have used other automation products and find Automation Anywhere to be easier to learn and use. Other products are more low-code, whereas Automation Anywhere is no-code making it easier to learn and user-friendly. It is also cloud-based making it more portable and easier to integrate with many cloud systems.

The deployment is easy. We are not implementing huge ERPs, but rather automation technology so it is easier than traditional huge systems. It is more flexible and we can use it to automate any task we desire.

The time it takes to deploy depends on the tasks. When automating critical operations we need to be careful in the assessment but it should not take more than six months to complete. We can complete an easy deployment in two weeks. 

I am working on the democratization of DX. I teach refugees digital skills and then our members accelerate DX of society by teaching other people digital skills. Automation Anywhere is easy to learn. The metrics we focus on when evaluating products are the learning curve and how much the product is used in the market in different countries. Automation Anywhere is used in many countries and we can support many global corporations.

I would rate Automation Anywhere ten out of ten.

Our use cases are around finance processes and one business function that we have a lot of automation. We're an agriculture and supply chain company, so we also have a lot of processes that would deal more with order processing, order management, customer service, and those types of processes.

We also have a use case from a document processing standpoint. We have a use case where farmers in Asia, in the APAC region, would handwrite inventory of that particular product, send a photo of it, and then someone would manually take that information and put it into the system or put it into a spreadsheet. We've been able to automate that. It not only saves time, but the data is 85% to 90% accurate versus it used to be about 60% beforehand.

We're finding time savings as a benefit. One example would be a customer service rep might get a question about an order, usually through email. It can take a good three to seven business days to answer a customer's question about their order. When we automate it, it takes hours, if not minutes.

We also are building out a new model for our metrics. Our biggest challenge is because Cargill is an international traditional company, we work with many different regions that have to abide by certain local rules and regulations.

We don't have just one order management process at Cargill. We have over one hundred and trying to simplify those processes first before we automate it is our biggest challenge. 

We're in conversations with Automation Anywhere now about process discovery. We've just kicked off. We are installing a tool with process discovery that we still haven't figured out what the best practice for utilizing it with Automation Anywhere will be.

We have a federated model. We are a center of excellence. We own the platform, and we build out the governance framework. We also provide training and updated communications to all of the users.

The learning curve is small. It takes only about four hours to learn it, but hands-on experience is different. That's what takes a little bit longer. Some users sit within IT, and some of the users sit within the business. It's fairly easy to teach others to leverage it. They have to have an interest in learning it, but it's fairly easy. 

Overall, Automation Anywhere has helped us save time. But we're also looking at customer satisfaction. We track sustainability numbers, if that comes into place. So we have a lot of different metrics that we look at versus just time.

One of the reasons that we chose Automation Anywhere years ago was because of the security because we need to secure both our customer and our vendor data. 

We have a lot of confidential data that we work with every day. 

Automation Anywhere has an audit tracker feature. When you build a bot, it has a trail of how you went about developing that particular bot.

We integrate other tools within Automation Anywhere. Overall, it's fairly easy. We have about 265 bots in production today. We see bigger challenges on the business side if they change a template and then fail to tell us that we need to change the bot.

We leverage IQ BOT. We have another tool that we leverage as well for document processing called Intelligent Document Processing (IDP). 

I want to learn more about CoPilot and then the process discovery tool. 

We are part of the Pathfinder program. It's more of a program versus a tool, but we're working with people to learn how we can scale our whole program using Pathfinder.

We've been using Automation Anywhere for about five to six years and continue to scale about 50 bots per year.

I'm very comfortable with being able to scale, especially now that it's moving into the cloud.

We've had really good support with Automation Anywhere. 

We have weekly tech meetings with Automation Anywhere. I also have strategic meetings every week and quarterly strategy planning meetings. We have a really good support system.

Positive

UiPath was one of the competitors, and we did bring on UiPath specifically for the Chinese language. That program has not scaled as we expected so we really are an Automation Anywhere shop.

We're going through the 360 migration right now. The bots that we have in production are fairly complex. It hasn't been an easy migration. We're getting through it, and we have a lot of support to get through the migration. But it's really more of the complexity of our organization.

We wanted to put together a streamlined platform versus having puzzle pieces and taping them together using different vendors. 

I wanted us to be more streamlined so that we don't have glitches down the road with upgrades and version updates. That's one reason that I wanted to stay with Automation Anywhere. 

Overall, I would rate the solution a seven out of ten. The only reason I wouldn't rate it higher is because a COE Manager still not getting the full benefit from it and because the premium is a little bit expensive. We don't necessarily have the budget to bring on a full new feature. Also, the process discovery tool is taking a little bit longer to implement than I thought it would.  

It helps to free up our staff to work on value-add projects. It has saved their effort. With the automation of their project, a task that would have previously taken ten hours can now be done within four hours. We can then have them on other projects where more resources are required. They can utilize that time.

Automation Anywhere has helped our organization increase its automation consumption. In the last three years, we have used Automation Anywhere excessively, and in terms of cost, we have saved up to 50,000 to 60,000 dollars in three years.

I have used Automation Anywhere, UiPath, and Blue Prism. The licensing cost of Automation Anywhere is better than UiPath and Blue Prism.

Features such as MetaBot and IQ Bot are very advanced and capable as compared to reading PDFs using OCR.

It is very easy for me to use, but for non-technical users, Automation Anywhere is a little bit challenging. If you have previously worked with any other tool, such as Blue Prism, it is a little bit difficult to understand because the nomenclature and terminologies are a little bit tricky. After you have hands-on experience with it for six to seven months, it is quite easy to understand. 

Automation Anywhere's UI is difficult. Its user interface can be improved.

They can improve their community so that if any help is required or if we face any issues, we can easily go there and get the help needed. In the case of both UiPath and Blue Prism, the community is very good. Everything is mentioned in the community. We just need to type a keyword, and we get the solution we need. It would be great if Automation Anywhere could improve their community.

In terms of additional features, there could be support for the cloud-based technology so that, similar to Orchestrator, we can use the control center from the cloud. It should be on-premises because a lot of financial institutes use automation, and they cannot upload their data or transfer their data to a third-party cloud. It would be good if they could host the system on the organization's premises.

I have been using this solution for the last five to six years. I am not using its latest version.

It is not as stable as UiPath and Blue Prism. There are some software crashes.

It is scalable but they need to enhance their product so that when any huge load of data comes, it does not crash. If we have to work on a million records of Excel data, it would crash.

They have a support channel where we can raise our concerns. If we cannot understand something or we do not have a solution for something, we can raise our concerns and requests in their support channel, and they provide the response or solution. We just need to create a ticket. I would rate their support an eight out of ten. Their support is good.

Positive

I have been working in the automation field for the last 11 years. I started my journey with Automation Anywhere, version 10.7. After that, I started working with UiPath and Blue Prism. I work with all three RPA solutions. I am an expert in all these three solutions, and I am also certified in these three solutions.

We utilize a solution as per the requirement or process. UiPath and Blue Prism are easier to learn than Automation Anywhere. In terms of performance, if you use heavy logic or complex logic, Automation Anywhere isn't as stable as compared to UiPath and Blue Prism. Blue Prism is very stable if you build any process or do automation of any process, whereas in the case of Automation Anywhere, your application or your process can break. However, Automation Anywhere is quite fast. The setup is quite easy. You can easily set it up on your system. The UI is very fast. There is no lag.

I installed it on my personal laptop, and it was straightforward, but for the production environment, the Infra team takes care of the installation. It takes them a maximum of two to three hours.

It is on a cloud. It is hosted in the Citrix environment, and it is being used by multiple departments. We need to log in to Citrix to utilize it.

Its maintenance is handled by our Infra team. If there is a patch release with a feature or fix that we need, the Infra team updates its version. Otherwise, we keep utilizing the same version. Our Infra team has access to the Citrix environment. They can create and close the Citrix environment, and that is why they do the maintenance. Any maintenance activities are done over weekends so that none of the in-progress processes get affected. Generally, they happen over weekends. They usually start on Saturday and then the activities are complete by Monday morning.

We are investing a lot in the licensing cost. If there was no ROI, our organization would not invest in it. We calculate the efficiency in terms of the effort saved by our full-time employees, which could vary depending on the processes. There could be 2% or 5% savings monthly, and based on that, we calculate the annual savings. Overall, there could be a 10% to 12% improvement in efficiency.

Automation Anywhere's licensing cost is better than UiPath and Blue Prism. The licensing cost is a big factor because you might have 50 or more bots, and the per-bot license cost is about $5,000. That is the amount that you need to invest.

We have explored various RPA solutions such as Kofax. We generally go for solutions like Automation Anywhere, UiPath, and Blue Prism because of their capabilities. Our clients also want the best and the most cost-effective technology.

I would recommend Automation Anywhere, but it also depends on the cost. If you get a good discount on the license, go for it.

Automation Anywhere is easy to learn if you have experience with automation tools. If you are starting from the beginning, you will have to invest more time compared to the other RPA tools. It could be a bit difficult for non-technical users. You at least need to know what data variables do and what strings do. All these things are technical. You would also need to write VB or C# code, so non-technical people cannot work on these things.

Any integration completely depends on the application support. We have integrated ServiceNow API with Automation Anywhere. If the API is already provided by the organization or the development team, it is quite easy, but if we have to design the API or it is not available, it is a little bit difficult to integrate the application with the automation tool.

To someone who wants to use API integration instead of an RPA solution, I would say that based on my understanding, API integration is completely different from RPA. RPA is an end-to-end solution. It can automate your desktop applications. It can automate your browser-based application. API and web services are also included in RPA, so RPA is a complete ecosystem. API is just one part of it. Only through API, you cannot do automation. Through API, you can get values, and you can put values. You can modify values. You can generate a request or an incident, but creating a report via that data and replacing that data is not possible through API. You have to do it manually, or you have to open it in Tableau or Power BI and create a dashboard. By using an RPA tool, you can download data. You can change the request. You can get the request. You can modify those values and manipulate them according to your requirement. You can then create a dashboard. 

Overall, I would rate Automation Anywhere a seven out of ten because of the stability and the terminology used in the product. The terminology they use is not for the layman. If I have to showcase it to my leadership, they would not be able to understand what MetaBot and IQ Bot are and why we use them. I have to make them understand in layman's language.

Automation Anywhere is used to elevate the customer experience for our financial advisors. We aim to improve our interactions with them in terms of their requests for updates to their banking instructions or anything else related to their accounts. 

Automation Anywhere has helped us improve our service. Our financial service professionals gave us some feedback that they are spending a lot of time calling our home office to check on the status of requests and doing other things that I would describe as administrative activities. That takes some time that would be better spent building their businesses and growing their relationships with their clients. It allows us to automate and streamline those administrative tasks for our financial professionals and employees.

We did everything manually before we implemented Automation Anywhere. When a financial advisor initiated a request, someone had to input that information into the appropriate record system and communicate with the advisor to update them on the status. Someone needed to follow up on the request and ensure it was completed. 

Automation Anywhere has challenged us to rethink the art of the possible. We're still considering how to leverage AI. Our attitude toward AI is evolving, but we know that it's something we must address. We believe that a delay in adopting could have an exponential effect on our ability to compete and remain among the industry leaders. We are evaluating a few use cases. In particular, we see content and knowledge management as a huge opportunity. We're exploring ways to leverage documentation and natural language processing to quickly process the information and take the appropriate action. 

We have the unattended bots running in our environment and recently launched our first document automation use case. We are also excited about the automation copilot. These use cases are crucial in the wealth management industry, which is paper-intensive, so it's essential to leverage automation for document-focused tasks. Co-pilot allows us to streamline that process while improving the accuracy of the information entering the system record and ensuring efficiency. 

The unattended bots are working behind the scenes so that employees don't need to do work that they had done previously. Our tests of the document automation and copilot features have received a positive initial response.  Employees like the UI and how it brings out the information for them to validate.

We've integrated Automation Anywhere with our internal homegrown systems and a couple of third-party applications through APIs and UI interactions. The integration has been smooth, especially from an API perspective. We can quickly pull together API endpoints for our development and leverage APIs from third parties. It's been pretty easy to bring it all together using some basic Python coding. We spend more time ensuring we have the correct information from the API owner, so we get the right connections. 

From the product side, I like the minimum viable product approach, where the first generation of a new product is released and tested in the market, but it would be great if some of those pieces were a little bit more thought out from a user experience perspective. They could take a little more time to get some insights from their customers like in a beta test or something like that. 

We have used Automation Anywhere for the last 15 months. 

Automation Anywhere's ability to automate at scale is very impressive based on what I've seen internally and heard from subject matter experts. We're starting to see what we can do with it. When we developed a rudimentary proof of concept with co-pilot coupled with document automation, it was eye-opening for our leaders and stakeholders to see how versatile and accurate it was. 

I rate Automation Anywhere support seven out of 10. I would also like to see better communication with their customer success teams. It often takes longer than expected when we submit requests for help or come across a problem we want to resolve. While I can appreciate that it sometimes takes a while to get the appropriate answer, it would be nice to be in constant communication about where they are in the process.

Neutral

Deploying Automation Anywhere was relatively easy. We implemented our first bot last year as a proof of concept. We tried various things to give us a bit of a different flavor. Whether we're using an API, UI, or doing a physical task within a third-party application. Our first bot took 10 weeks to deploy, and the rest took between eight to 10 weeks. The development time is about half of that. Most of our use cases were simple, but it took time to coordinate with various teams, like infrastructure, security team, risk management, and other IT departments. 

My role is in the center of excellence. We're on the business side, not the IT side. The company is a little different in how it sets up its CoE programs. We focus on business processes and engineering. I rely on our technology and security partners for those other pieces. There's a little bit of trial and error. We have to think of security first and foremost. We're protecting our data and our client's data.  

We needed to figure out how it fits into our ecosystem because we had never done it before. We needed to set up virtual desktops, servers, and those sorts of things. We needed to create an Active Directory account for our robots to interact, receive email, use Excel, etc. Early on, we had to learn the nuances because we would need to replicate the processes going forward. We created some reusable runbooks and IDs to set access to the system with different privileges for employees and contractors.

There is some maintenance for bots that utilize UIs, but not those that use APIs. We face more challenges when working with third-party applications because they have scheduled updates. If the bot is scheduled to run on Thursday at 2 pm, but suddenly, a pop-up window appears to run the update. We've mitigated a lot of that. If we don't have APIs, those use cases require a little bit more handholding. 

We leveraged a consulting firm to partner with us on that proof of concept. They brought expertise and ensured we were set up for success. They helped us configure our control room and enabled us to perfect the concepts, so we could see the results and realize how successful we could be with Automation Anywhere's product. 

We looked at some other solutions initially, but one of our sister firms was already an Automation Anywhere customer, and they gave the solution glowing reviews. We saw how successful they had been in leveraging Automation Anywhere's platform, so it made the decision easy for us. 

I rate Automation Anywhere nine out of 10. They're passionate about the product and want to see us succeed as customers. They will go to bat and contact the engineers to help us achieve what we want. We have on-site visits with them and business reviews where they will talk about our roadmap and potential use cases.

We've had many sit-down conversations with the Automation Anywhere team when we were testing out the document automation. We gave them feedback about potential enhancements, so when we launched our most recent document automation use case, the capabilities were already there. We didn't need to come up with a workaround or put the project on hold because the things we needed were unavailable. That commitment to customer success stands out because they know that without us, the product won't succeed.