What is our primary use case?
My main use cases for UiPath Platform are primarily around RPA capabilities, and I have over 100 automations built on it.
I use a mix of both unattended and attended automation with UiPath Platform, alongside some intelligent document processing through document understanding, and I am also currently setting up a communication mining process for around half a million emails that come into our email box per year.
What is most valuable?
I have not used Agent Builder or Orchestration, however, I do use other capabilities such as Insights. We haven't delved into Agentic automation with UiPath Platform yet, although we have use cases planned for the future; we are currently focused on establishing the communication mining use case first.
I want to use agentic automation in the Treasury Management space, where we manage customer inquiries and requests, and I believe it can help replace the six employees handling the mailbox, which then goes out to 80 employees working on tickets and requests, showcasing a significant potential for Agentic automation.
I appreciate the capabilities of Insights in UiPath Platform for monitoring our automation, and I value our citizen developer program, where we have trained around 50 individuals without tech backgrounds to create automations, reflecting a forward-thinking approach where low-code solutions empower non-technical users to save time through automation.
What needs improvement?
I see room for improvement with UiPath Platform mainly in the hybrid strategy we're employing, as issues arise from the on-premise and cloud processing switch, particularly with document understanding, which can cause bugs. I believe moving completely to the cloud would alleviate these challenges, along with creating a unified development environment that avoids context switching.
To achieve a perfect score of ten out of ten for UiPath Platform, I would suggest simplifying the setup process for agentic AI; experiences with Microsoft's platform illustrate that user-friendly interfaces facilitate quick adoption without requiring extensive expertise. Intuitiveness is key, as Microsoft users find it easy to create agents without extensive training, a contrast to the more complex nature of UiPath Platform's current setup.
For how long have I used the solution?
I have been using UiPath Platform for about four years.
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What do I think about the stability of the solution?
I assess the stability and reliability of UiPath Platform as very good, noting that while there might be instances where a bot stops running, the real cause is often external factors such as our password manager updates, not issues with UiPath Platform itself.
What do I think about the scalability of the solution?
Our organization has expanded its usage of UiPath Platform, recently renewing our contract for a three-year term as we continue to grow, predominantly investing in AI units for upcoming agentic AI and intelligent document processing needs.
How are customer service and support?
I find great value in our partnership with UiPath Platform, where the support has been exceptional, as they meet with us regularly rather than having to rely on community forums. While some of my team members have interacted with it, we are not highly active within the user community due to the strong support from UiPath Platform.
My evaluation of UiPath Platform's support is that it significantly surpasses my experiences with Microsoft, where support often feels reactive rather than proactive. With UiPath Platform, I have regular meetings where they are aware of our challenges and offer timely solutions, whereas with Microsoft, I often have to restate our use cases and struggles.
I would give UiPath Platform's support a rating of nine out of ten. There are times we need to open support tickets, which indicates room for improvement although the overall support is still very strong.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Prior to UiPath Platform, I used Automation Anywhere. The primary reasons I switched to UiPath Platform were that we were trying to set up more unattended automation, but we were struggling with our virtual machines and getting Automation Anywhere to run consistently without issues and bugs. We started talking with other financial institutions and heard glowing reviews of UiPath Platform, which led us to do a proof of concept with it and decide to switch after.
How was the initial setup?
Regarding the development environment, it would be beneficial to integrate everything in one place, such as building RPA and agents without switching contexts or platforms, which would enhance efficiency and simplify the process. I look for agentic automation to help with our document processing needs, and I am eagerly waiting for UiPath's promised agentic document processing capabilities.
What was our ROI?
It is challenging to quantify the specific ROI from UiPath Platform alone since we also leverage Power Platform, however, combined, we save over half a million hours annually in manual processing time, which is crucial as 2,000 hours saved equate to one full-time employee. This has allowed us to avoid replacing positions through attrition, thus funding my department, which relies on positive ROI as we track our efficiency ratio of saving the bank eight hours for every hour we work.
Which other solutions did I evaluate?
We did consider other RPA vendors when we initially went out there, and we conducted a general RFP looking at several other vendors, including IBM for some needs and Blue Prism, as we selected Automation Anywhere the first time about seven years ago. Blue Prism was definitely among the vendors we considered back then.
What other advice do I have?
Regular RPA is effective for processes with defined rules. For our needs, agentic AI is better suited as we require a solution that can make more human-like decisions, recognize patterns, and cater to the free-form nature of incoming emails, unlike RPA, which relies on set parameters.
UiPath Academy courses are part of our citizen developer program, along with internal training that we developed to align with our bank's best practices and coding standards.
We utilize Google Cloud as our primary cloud platform.
My advice for someone considering UiPath Platform is to start small to ensure the processes function smoothly before scaling up, as it is easier to fix smaller workflows than intricate ones. Additionally, hire individuals who are curious and eager to learn about UiPath Platform technology as it continuously evolves.
I would rate UiPath Platform a seven out of ten, appreciating their efforts to keep pace with rapidly changing technology, though it is difficult for any platform to excel across all aspects, which presents an ongoing challenge.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Google
Disclosure: My company does not have a business relationship with this vendor other than being a customer.