What is our primary use case?
We started out with accounts payable, and now, we're starting to do more vertical revenue cycle management in healthcare. We're starting to use it for other things.
We're on version 11, but we're moving to 2019 or 360. We're in the process of migrating right now.
How has it helped my organization?
We were able to replace a lot of the manual and data entry workload that our accounts payable clerks were doing. We had 18 accounts payable clerks, most of them are still there with us, and the work that was done before by this original group can now be done by four people.
What is most valuable?
The ease of use in getting started is probably the big thing. They had a lot of references that we were able to check. It is a well-known player, and being able to get up and running quickly was the big thing.
What needs improvement?
Migration is probably our biggest challenge. When we were trying to do the migration to the new version, it was a little bit painful. We didn't have that many bots, and I can't imagine the level of effort that some of the bigger customers have to put in for that. The product is stable, but moving from one release to the other was the issue.
We also had difficulty with some of the documents that we were trying to automate. IQ Bot or intelligent document processing doesn't have all the features and functions that we were originally told it had. They need to improve that. It had some limitations, and we've had to add other products to the mix just because they weren't able to deliver some of the things that we were told that they could deliver upfront.
They've been talking about task mining for a while. They don't have a good tool out there to evaluate the current processes and come up with a plan. It is a trial and error process where you have to sit down and go through what different people are doing, for how much time they're doing it, etc. There isn't a good systematic way of capturing that information. There are other products such as Kryon, and there is a new product called Soroco that we're looking at, that would let us evaluate the task that could be automated. So, it is not really process automation; it is task automation. You don't really see end to end when you're doing these projects. You don't just decide to automate the whole process. You select the tasks that you are going to automate, but you don't really know the effect that particular automation is going to have on another task. You don't have the big picture. It would be very helpful if both UiPath and Automation Anywhere provide a center of excellence that you could run on your systems so that the people who are running things come back and say that:
- Here is the task that we should be automating.
- Here is the time that we are taking to do it now.
- Here is what the benefit is going to be.
All these are manual today. You're looking at what other companies are doing and hoping that you're going to get an ROI, but you don't really know until you start the project, and by then, it is too late. You've already spent the money on the software, the bot, the integration, the services, etc. At the end of the day, you're thinking if you would get the ROI. You have to measure it to see if you're going to get it after you've already spent the money. It would be really nice to have something that you could run upfront to know about the automation tasks that are costing you money today and where you should focus your efforts on automating.
For how long have I used the solution?
I have been using this solution for about two years.
What do I think about the stability of the solution?
It is pretty stable, but moving to the new release has been a major pain.
What do I think about the scalability of the solution?
Its scalability is great. It is for sure built for enterprises.
We have six to eight people who are doing validation now and are actually using the product for validation. They are accounts payable clerks and healthcare revenue cycle management folks.
It is being used extensively in the finance back office, and the idea is to bring it more to the front office for customer onboarding and things of that nature. We haven't done a lot of that, but that's in the plans. We are trying to figure out the next processes to automate.
How are customer service and support?
Which solution did I use previously and why did I switch?
We didn't use any solution previously. We did add UiPath to another area of the business, so we did bring on another vendor just to see what the differences were and how easy it was to use compared to the other one. We haven't really said we were going down one path as a company. We didn't want to put all eggs in one basket, so we decided to do one project with Automation Anywhere and one project with UiPath and compare the two.
UiPath has a little bit better document management. They have some process mining that we've started to use. Pricing is roughly about the same. There is not too much of a difference. I haven't seen too much significant difference between the two products.
How was the initial setup?
It was pretty straightforward. We originally thought we could do it with internal resources, but we had to bring a third party in to do it. So, it is straightforward if you have experience and training. Our tech team can do it now.
We started out with a simple invoicing, and the bulk of it took about three weeks or so. Testing everything probably took closer to six weeks. We finally got it going in two months.
What about the implementation team?
When we first started, we thought we could have more of our team doing it, but we had to bring a third party in to do the bot building and all that. It was a reseller, and they had technical people. Our experience with them was good. They were a little expensive, but it was good.
For its deployment and maintenance, we have about three people. We have created a small center of excellence team with three, or sometimes four, people. We have a business analyst. We have two developers, and we have somebody from finance on that team who is putting a lot of hours into that piece. We're truly trying to figure out the next processes to automate.
What was our ROI?
For accounts payable, we saw a return in about five months from the time we started. There was a significant reduction in the number of hours that invoicing was taking. We went from 18 people to 4 people. We didn't let all those people go, but we did let a few people go, or we moved them into different job functions.
What's my experience with pricing, setup cost, and licensing?
We're paying a monthly subscription fee for the bot and for services. There are no additional costs beyond the standard licensing fee.
What other advice do I have?
I would advise looking at other companies to know what they're doing. I would also advise putting a complete plan in place so that all bot management needs are considered upfront. It is helpful to put a roadmap in place and have a center of excellence or something like that to make sure that the processes that you're going to implement have an ROI. You can validate the effort upfront by using process mining or other tools and evaluate what the effort is now and what the savings are going to be upfront.
We did a couple of projects that we thought were going to have significant ROI, but they didn't. It was more of an internal process that we had to fix. It wasn't so much about automation; it was about the way we were doing business. We weren't following processes, procedures, and things like that, and that was what was causing the issue. We had automated a bad process, so it didn't have the return that we thought it was going to have. We had to do some procedures. We had to change some things internally.
I would rate it a seven out of 10. It's a good product. It does what it's supposed to do.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
