Most of our use cases come in finance functions, however, we certainly have use cases spread across all sorts of other functions. For example, in HR. We've had a lot recently in IT operations and then also in broader operations. Obviously, that depends on the company we're working with. We're getting more and more customer-facing automation that is running all the way through the organization, from front office through middle office and back, across all different verticals within a company.
Partner at Reveal Group
Straightforward to set up, reduces human errors, and has good AI functionality
Pros and Cons
- "The stability is amazing. Years have gone by and obviously, the product has changed a lot, however, of late, the last couple of years have been great stability-wise."
- "There should be extra ways for humans to interact with automation."
What is our primary use case?
How has it helped my organization?
UiPath has improved our clients' companies and the way they function. For example, overall, automating the mundane and the repetitive allows people to do people things. Things like invoice processing and using Document Understanding to do that, enable your accounts payable team to look at the exceptions and do exception-based processing, which requires human judgment. Keying an invoice and working out who to send it to for approval should be rules-based. If it's not rules-based, it's probably an error or a miscommunication between the vendor who's sending it. Maybe it's a mismatch to the PO, and that requires human judgment. Therefore, just getting it out to a human to do that at the right time is critically important. If you're giving your people more time to do the exception-based management, you also give them the time and capacity to stop that from being an exception next time. Whether that's expanding the automation to be able to handle that use case, or whether it's educating your vendors when they're sending you invoices.
What is most valuable?
We work prominently with unattended solutions and larger end-to-end automation. What we're really loving about UiPath is the number of ways we can now inject human intervention at different parts of those larger workflows instead of looking at a big workflow and working out what parts of it we can automate, aiming to automate end-to-end and only working out the bits that we really need the human intervention in.
UiPath is constantly coming up with ways, whether it's through Teams or it's through apps, there are all sorts of different ways to get the human in the loop and get the automation throughput as high as we can.
Our clients use the UI apps feature. We use that for quite a few different functions. It helped to reduce the workload of IT departments by enabling end-users to create apps. That said, we generally work closer to the business than the IT side. We'd like to see it as taking the work away from the backlog that IT is looking to implement. You don't need an IT department that is quiet and doesn't have a big long queue of work. Allowing the business to be able to build their own solutions based on their business process is very powerful.
The UI apps feature has increased the number of automation. It’s certainly increasing the number of things you can automate and also the amount of a given process you can automate.
It has also reduced the time of creation. Certainly with the app creation, having a single platform reduces the time. You no longer need to integrate it with other different web forms or things you create on the front end, which we did a number of years ago. Now, it's one solution. UiPath can do it all.
For clients that use automation cloud offering, it has helped to decrease UiPath's total cost of ownership. It goes a little bit back to the IT side. You don't need to involve them nearly as much. Having a platform that is always on the latest version really, really helps. It also closes down the handoff between business and IT within the COE.
UiPath has saved costs for our client's organizations. The IT costs are different for each organization. We have clients who have an outsourced IT set up where they pay quite large costs to spin up machines and to maintain and upgrade those machines and services. Having the one solution as UiPath and offering the cloud is critically important for that.
In terms of on-prem instances, clients have saved costs there as well. We're very, very excited about the automation speed and the one-button deployment to the whole environment. That's certainly a step in that direction with on-prem. That will certainly save our client and us a lot of time. That way, everyone can spend more time building automation rather than building a platform to put them into.
The product has reduced human errors. On the same note, it also allows humans to spend a little bit more time on those exceptional cases. When the pressure may be on to get an invoice keyed it allows them to spend the right amount of time getting that exception handled. Then, of course, everything that's going through the bot is pretty much zero-error. The way the bots work, if there is an error it's going to let someone know. It's not going to guess and it's not going to fat finger.
We increasingly use UiPath's AI functionality. We certainly do on custom models with Document Understanding. We're just starting a project now to look at pulling entities out of emails. This is an exciting use case and I’m excited to learn about the capabilities that are being expanded.
The ability to automate processes is twofold. One of them is, it allows us to start to create human decisions. The human decision is the bit that you really need to automate around and starting to build that human decision-making into an AI model is critically important. The other side of that is that, when you're running automation, you have the ability to create a huge dataset. Everything that's being done is rules-based and it's data-driven so you can map everything every bot does, every button press if you want. That's a huge amount of data and a huge amount of input to AI models. Having it all in the UiPath platform is critically important for our customers. It's great that UiPath has lots of partners and we use partners, technology partners, to do that when required. However, the more that comes into the UiPath platform, the better.
We’ve utilized Academy courses from UiPath. UiPath's academy is amazing. It's unparalleled in the industry. We traditionally have done a lot of training for our clients over the years. However, we find with UiPath, we just point them in the direction of the Academy. We're always there to support, of course, and supplement any training that's specific to maybe a client environment or a client business system. That said, it's a fantastic resource for partners and for clients of UiPath.
The quality of the training Academy is great. It's also a tool to evangelize UiPath in our customer base. If someone hears about UiPath or they come to one of our demos through our delivery life cycle, and they really want to know something about UiPath, or want to get involved, or want to become a part of the COE or become a developer, it’s very, very easy to send them in the right direction. They can do the training they want to do, and they can get as deep as they want. It’s great and offers a low-effort way to evangelize UiPath.
The time to competency has been lowered with those that go through the Academy. It's not only learning. Learning things off slides. It's getting in there, it's whether it's a community edition or a training install, it's building things. Through the certifications, users can submit those things to get reviewed. This makes sure that people who are certified through the academy really do know their stuff. They've got hands-on experience. There's nothing quite like doing it in a real process. With the UiPath Academy, new users get as close as they can to that.
What needs improvement?
There should be extra ways for humans to interact with automation.
From what I've seen, and it's very early, however, there's certainly the direction they are headed, which is really, really great to see. It's my belief that Document Understanding will continue to improve. I'd like to see more predictive-type stuff, which again, we are beginning to see. We'd love to get Document Understanding continually improving and having it more improved by the SMEEs who are performing the processes rather than the data analysts.
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UiPath Platform
June 2025

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For how long have I used the solution?
We've been implementing UiPath for just over four years.
What do I think about the stability of the solution?
The stability is amazing. Years have gone by and obviously, the product has changed a lot, however, of late, the last couple of years have been great stability-wise.
What do I think about the scalability of the solution?
The object repository and modern folders have been great for the scalability of the solution. From the platform side, it's certainly easy to scale. We're very, very impressed on the automation suite side. You can deploy everything very quickly and you can scale everything up.
The focus on reuse from a developer level is great to see. That's really improved in the last little while. On the other side of it, the actual scale through the organization, in terms of evangelizing automation, and making our customers an enterprise that automates first, there are numerous tools that do that really well. Whether it's the workshops that UiPath will come and do, or that we facilitate or it's through the pipeline itself, the scalability has obviously been a focus for the last little while. It's really, truly great.
How are customer service and support?
We very rarely need to reach out to UiPath support. If we do, we know we're going to get a prompt response, and we're going to get a good answer. That said, we rarely need it. It's very, very good in general when we do use it.
Which solution did I use previously and why did I switch?
We've got a few clients that run multiple solutions. They've been legacy users of another solution for a very long time. Citizen Development through StudioX is unparalleled in UiPath. Attended automation is obviously a strong point and has been for years. There are also things like Document Understanding. Document Understanding is much stronger than any of the solutions on other providers. There are those value adds that come in for that full lifecycle.
How was the initial setup?
The solution is relatively straightforward. We have a dedicated platform team whose role is to implement UiPath for our customers, whether it's integrating them into the cloud or getting their business applications on the cloud. Or, whether it's an on-prem solution where we'll interact with their systems and integrate with their CyberArk or AD groups or whatever they need.
Each deployment is very dependent on the customer. We've had them deployed in a few days and we've had some that have gone on a few months, unfortunately. We find that talking to the risk group, the security group, and the infrastructure group all at the same time on day one of the project will make sure everyone's aligned - and that is the best way to mitigate the risks.
The last thing you want is someone from the security organization putting their hand up in week four and saying, "Hold on, hold on, start again. This doesn't comply with one of the controls in our organization." It's about educating and keeping everyone, all stakeholders from the IT side involved at all stages.
What was our ROI?
The ROI that our clients have seen is very process-dependent. We've seen some huge 300 to 600% on particular use cases. Some of them are very easy to calculate due to the fact that we're taking work away from manual users. We've also seen some really good ones recently that are actually increasing revenue. Whether that's giving the capacity to sales-type items or whether it's tasks such as processing refunds and all those sorts of things that shouldn't be taking time away from salespeople, it’s been helpful.
What's my experience with pricing, setup cost, and licensing?
The licensing can get a little confusing. There's been a move recently to create personas around licensing. My feedback from customers is that it hasn't necessarily helped. Some of the new enterprise-type agreements, the per-seat arrangements, are interesting. That's likely the way it'll go. Even then, it's still a little on the confusing side at times. We do a lot of work with clients to get them to understand the licensing model.
Which other solutions did I evaluate?
We've been aware of other solutions, and in comparison, with UiPath, it's the breadth of the lifecycle that sets it apart. UiPath as a platform, from the moment the first person at an organization thinks about automating, to reaping the benefits of that and improving the day-to-day work of the business, there's a solution for all of that. Whether it's process mining and finding automation candidates, it's the way UiPath brings different users into the automation. Apps and insights make sure we're pulling the right data out to keep generating the business case to grow the UiPath account itself. Also, along with that, is the ability to provide the extra benefit and knowing what benefit we're providing.
What other advice do I have?
We have clients across both on-prem and cloud deployments. We have about 25% cloud, 75% on-prem solutions. We use various versions of the on-premises model. We probably average about 12-month-old versions, however, we do have clients on the most recent as well. We also have a couple of clients who are lagging a little bit.
I'd advise potential new users to get in there and get started. You don't know until you've tried. You don't have to look very hard to get started, however, it's important once you get going to start to think about how you scale and how you build an operating model around it. Maybe start small, and think big, and make sure you plan accordingly.
I'd rate the solution at a nine out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner

Automation Platform Owner &Architect at Global Healthcare Exchange
Easy to integrate to and from Amazon components, helps in the development and the ease of transferring documents between our platforms
Pros and Cons
- "Although we don't use it, document understanding for our use cases is very compelling, but it was a little cost prohibitive just out the gate. We are looking at it long-term now that we have the data filtered if we can more strategically apply it to the best data to fit it. But overall, the platform is very innovative. I don't think I can call out one particular feature. The ease of use of integrating to and from Amazon components, being a cloud-native application ourselves, has been really helpful in the development and the ease of transferring documents between our internal systems and platform."
- "They recently addressed a major problem of kick-off processes for the integration function. That addressed a lot of the community concerns around that. If you are using queues, their queue system isn't as reliable as I would like it to be."
What is our primary use case?
Our primary use case is to document image processing. We're six months in, so our first case was sorting and filtering the data, extracting the image, and determining if it's a certain type of document. If it is, it starts putting it into different buckets, which ultimately we'll run something to extract and put those into our data source.
Our second use case is for the healthcare industry. We're looking at catalog data and a customer might want to know about a product. Is this product safe? Who provides this product? Is it on a contract somewhere? We go out to multiple different web sources to look up information about that document, put it back in our database, save it for that customer, then save it for any future customer that asks the same question.
We're looking at other things like taking snapshots of the image of the product. We also want to automate other basic automation, low-hanging fruit type functions, like automating uploads of data to sites, spreadsheets, contact-center, and Salesforce.
Longer-term, we want to take what we're doing in the document image and apply it to other areas of our business. We have purchase orders, invoicing, shipping documents, compliance documents, credential documents, a lot of images in this particular space. We'll go as deep as we can in the data processing side of things.
How has it helped my organization?
We're going through a culture shift to get to an automation-thinking platform as opposed to a lot of our business relying on BPO humans to do the work. Making that paradigm shift is taking time because we're only a week-plus live. If we prove the value, they'll give us more opportunities to make those big changes. But it's good that the business is thinking that they need this. Now it's just getting the community aspects of it.
What is most valuable?
The automation cloud offering helps to decrease the solution's total cost of ownership by taking care of things such as infrastructure, maintenance, and updates.
Although we don't use it, document understanding for our use cases is very compelling, but it was a little cost prohibitive just out the gate. We are looking at it long-term now that we have the data filtered if we can more strategically apply it to the best data to fit it. But overall, the platform is very innovative. I don't think I can call out one particular feature. The ease of use of integrating to and from Amazon components, being a cloud-native application ourselves, has been really helpful in the development and the ease of transferring documents between our internal systems and platform.
The ease of building automations using UiPath depends on the use cases. Overall, the development is really easy. Where you run into challenges is in workloads that are highly rule-based. So we abandoned one use case where it had 50,000 different decision points. It wasn't worth the time. It wasn't a product thing. It was just too time-consuming of a process, something like that.
There have been some limitations as far as how do we execute our bots, when? This new release that they just mentioned today actually addresses a lot of our concerns around the integrations component that they recently released. If we could find an email instead of waking up and checking the email inbox. That's a big improvement we're looking to, but it wasn't a limiting factor.
I have used the Academy. It was really just myself and as well the one IT guy who's supporting the platform. Our office partner came in with the knowledge, but the course was really good. We came in with no RPA experience, and it covered everything from the basics of RPAs to the processes of identifying.
What needs improvement?
They recently addressed a major problem of kick-off processes for the integration function. That addressed a lot of the community concerns around that. If you are using queues, their queue system isn't as reliable as I would like it to be.
One of our concerns is that we were not a Microsoft shop at all before bringing this in. That was actually my limiting factor in bringing in the software. We lost it below the party lines. The ability to address other workloads, Mac, Linux, etc., is going to be a game-changer.
From a new customer, new investment perspective, there are a lot of cost-prohibitive aspects that we decided not to add to our initial investment. We weren't sure if or when we'll figure things out for use cases.
For how long have I used the solution?
I have been using UiPath for six months.
What do I think about the scalability of the solution?
We want to triple our capacity and triple our workflows.
How are customer service and support?
I've only had to use support once, and it was more of a documentation problem. I didn't understand what I was seeing, and they worked it out within an hour. So far, they've been good.
How was the initial setup?
The cloud was up two days after we signed. Then to get our bot infrastructure up because it's Windows and we're in a Windows environment, it took us about a month to run through that and get the IT people and security.
What's my experience with pricing, setup cost, and licensing?
Cloud solutions will save you a lot of headaches and time. We broke halfway through and decided we're going to cloud, not on-prem.
Which other solutions did I evaluate?
Reputation was a big reason we went with UiPath, as well as the growth and the ability to integrate specifically to the cloud which was missing in other solutions. That was a big plus. The ability to use something like document understanding and the ability to interact with internal APIs were also key features. It's not just web scraping and doing things in Excel or other things like that. We wanted it to work with our internal native applications.
What other advice do I have?
UiPath has not yet saved costs for my organization. We're still going live and we're anticipating about a two-year ROI.
Make sure to understand your use cases before you sign your agreement. That way you're not idle for six to nine months trying to figure out what it is you're trying to automate.
I would rate UiPath an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
UiPath Platform
June 2025

Learn what your peers think about UiPath Platform. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
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RPA Architect at AFNI
Increases the efficiency of our agents in order for them to get back to working accounts
Pros and Cons
- "It has reduced human error because there would be some different document types. It's able to detect multiple types versus a user finding one document type when there could be multiple document types that are associated with a letter, while the user is browsing over it that can be missed in the second document type. But when you're looking at machine learning and at the text, it'll be able to easily pick out those keywords from a document that has multiple document types."
- "Building automations can be difficult at times with some of the activity packages and documentation being out of date, but we have a TAM that we work with that is very helpful in making sure that RRGs are known and that we get the results within the UiPath structure."
What is our primary use case?
We use UiPath for OCR, for our subrogation department to analyze credit report organization letters that come into our company to identify whether they're identity theft, fraud, or any other type of keyword phrase within the document. It also extracts the information coming out of the CRO to properly assign it to accounts associated with our subrogation department.
Another use case is navigating through one of our third-party clients in order for us to get documents out of their system and into our system so that we can analyze and package them.
How has it helped my organization?
We see benefits from the AI side of doing OCR and in order for us to do onscreen recognition of documents. It increases the efficiency of our agents in order for them to get back to working accounts, rather than reading through document after document every single day in order for them to pick out one or two words into the document and assign a smart code. The automation does all of that for them now.
UiPath has saved us costs. It's thousands of documents per day that we're OCRing and then that reduces it to around five to 10 minutes per document. It's around 50,000 minutes per agent, per day.
It has reduced human error because there would be some different document types. It's able to detect multiple types versus a user finding one document type when there could be multiple document types that are associated with a letter, while the user is browsing over it that can be missed in the second document type. But when you're looking at machine learning and at the text, it'll be able to easily pick out those keywords from a document that has multiple document types.
It has also freed up employee time. It frees up their time to do other work.
We are currently using the AI function in order for us to do Task Mining to be able to pull out of a couple of our key groups that we're trying to add additional automation to. That's what we're using AI Center for at the moment.
We have done UiPath Academy courses. I got certified in the advanced RPA Academy. I need to renew that because they expire every year. Another developer has his associates, so we use that every year where we can get some training. It helps keep people up to speed. It makes sure that you're doing the latest and recommended in the RE framework and what you have initially designed.
What needs improvement?
Building automations can be difficult at times with some of the activity packages and documentation being out of date, but we have a TAM that we work with that is very helpful in making sure that RRGs are known and that we get the results within the UiPath structure.
They need to deprecate their previous versions on their website or their documentation. It should just point to the newest version rather than when you go to Google if you're just trying to find UiPath and then it points you to a solution that was a couple of years ago. Or it points to a form that someone randomly has posted to their code. That needs to be cleaned up.
For how long have I used the solution?
We've been using UiPath since 2013. The Orchestrator is on the cloud and the robots are on-prem.
What do I think about the stability of the solution?
It's pretty stable. We haven't run into any issues with operating totally different packages. There have been some things where I wish there were more restrictions in access groups that could be applied within Orchestrator, but other than that, it's pretty good.
What do I think about the scalability of the solution?
We are still working through scalability. There are a couple of things that we've run into that were an issue with trying to use machine templates and getting them to connect properly with the robots. Another scalability issue that we have is that we have a non-static environment where some machines get deleted after they log off and get back on, they have to reconnect to it. We had issues with that, but those are for our attended robots.
We have unattended bots. We have four of them and it's a total of seven automations, but they run every 15 minutes.
Which solution did I use previously and why did I switch?
We used to use OpenScan before I got hired and then eventually moved off of OpenScan because the product was too cumbersome and difficult to navigate. So we moved to UIPath.
They saw UIPath and they saw that it was going down a good road. So that's what they chose it.
How was the initial setup?
The initial setup was pretty easy for us. Getting into the Studio is pretty simple to get us set up and going. There are a couple of issues with mixed environments for DLLs. You do get packages for UFS that I've run into trying to use one of our older DLLs that hasn't been updated, but all in general, getting it working, and being able to figure it out was pretty simple.
What was our ROI?
We have seen ROI.
What's my experience with pricing, setup cost, and licensing?
The subscription models that they have out there need to be simplified.
I've talked to a couple of our partners and talked about the 49 pages of subscriptions. It needs to be more streamlined for what they offer and packages because we run into issues where we're signing up for Task Mining, but they didn't include AI Center, which is a requirement of Task Mining in one of the factories. If the subscriptions got simplified and got it down to a couple of pages, they would see tremendous growth. That way customers don't need to hire somebody to figure out what the licensing model was versus going for a third-party vendor.
What other advice do I have?
My advice would be to start in the cloud. Cloud is the easiest way for us to get started versus trying to get our internal environment set up. We had on-prem orchestrator and on-prem servers, but it was easier to implement the cloud and get it up and running and scale versus our internal environment, as well as keeping the data secured within our robots on-prem.
I would rate it an eight out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Senior RPA Architect/Developer at CED
Easy to build automations with great accuracy and good cost savings
Pros and Cons
- "We’ve improved our efficiency. Even just our cost analysis has been great. As we do new contracts, we know what it's going to cost exactly."
- "I don't know if it's UiPath as much as just what we do which is really complicated. Even the consultants that we've used with UiPath had said, "wow, this is very difficult what you guys do." There are a lot of moving parts. It's not as much of a UiPath issue. It's just our own processes."
What is our primary use case?
We're a revenue cycle management company for medical billing. What we've done is we've replaced or reallocated our charge entry employees. We're using bots now to do the charge entry on medical claims and then also payment posting along with eligibility and AR. So we've been able to reallocate just within this last year, probably about eight employees. They've been reassigned to more valuable work, for example, things that the bot can't do and actually requires a human to do. We've been understaffed, therefore, it's actually worked out great.
What is most valuable?
The ease of building automation using UiPath isn't a problem; it seems to be very easy to do to a point. Our challenge is we work in a live environment. Therefore, we’re not able to use a test environment when we build things out. That’s why we have to go very slowly.
I'm not that familiar with the product, with the solution, however, the UiPath apps feature is great, although we're not using any of the apps currently.
The biggest benefit we've seen would be the accuracy. Even just with employees calling in sick, not having enough staff, we’ve been able to fill those roles.
The robotics piece has been a huge thing. We're doing medical claims. We're always worried about claims not getting paid. This solution has allowed us to been able to capture those claims so that we get paid the first time.
We also now can track how many times we touch a claim. For example, how many clicks. We couldn't do that before. That's been very valuable to us.
We’ve improved our efficiency. Even just our cost analysis has been great. As we do new contracts, we know what it's going to cost exactly.
UiPath has saved costs for our organization. We’ve re-allocated six employees and, for what they do, they're somewhere around $40,000 a year. We've implemented six bots to do those same functions and they're about $8,000 a year. We've almost tripled our ROI.
What needs improvement?
I don't know if it's UiPath as much as just what we do which is really complicated. Even the consultants that we've used with UiPath had said, "wow, this is very difficult what you guys do." There are a lot of moving parts. It's not as much of a UiPath issue. It's just our own processes.
I cannot recall the solution missing any features.
For how long have I used the solution?
We've been using UiPath for about maybe a year and a half tops.
What do I think about the stability of the solution?
I don't have any problems or concerns about the stability right now. The biggest concern I did have at the time was the fact that we've already invested six people in this in terms of the robotic piece and we're going to have a lot more. Since we've re-allocated these resources, and I have potentially 100 people where I could also reallocate resources, I worry about if something does happen or it doesn't work or there's no backup. If something goes wrong, I don't have employees to backfill as they won't exist. That's my concern. That hasn't happened yet, and I hope it doesn't.
What do I think about the scalability of the solution?
The scalability has been great. It hasn't been a problem at all. We will just continue to add bots every time we need them. So far, it's been easy. We started with two. Three months later, we added another two. Another three months went by and we added another two. From our standpoint, it's great. My UiPath rep was shocked that I keep adding more.
How are customer service and support?
I have not used technical support.
We have a partner and they take care of it if something comes up.
We had one issue with UiPath where something didn't work. We talked to them and it was taken care of within a couple of days.
We're working on something that may be called UiPath Insights. It's still not functional and there are some sources that we need. My vendor's working on that. I'm not quite sure what he means by it, however, he's working on it.
Which solution did I use previously and why did I switch?
We did not use a different solution previous to UiPath.
How was the initial setup?
The initial setup was pretty easy. Yeah. We didn't face any challenges with it.
I contacted one of the vendors and they ran with it. As far as I'm concerned, we didn't have issues at all.
The deployment took us about 30 days. After that, in terms of implementing the bots, the first bot took us about three months. As soon as we did the first one, it just went really quick after that. That's due to the fact that it was a lot of reuse. It was just us internally understanding what information was needed and how it works. In terms of requirements, it was all new to us. Even with the acronyms they use, I'm still learning as we're not IT-based at all.
What about the implementation team?
We had a vendor that helped us implement it. We didn't have any challenges as far as that goes.
It was good. They didn't realize how challenging it was going to be or the person who integrated the solution for us, at last, didn't. At the same time, they know almost everything about my business now, however, I'm a little concerned about having to bring on more people as they're not in this industry. We're going to have to start them over from the kind of the ground up, which takes time.
What's my experience with pricing, setup cost, and licensing?
We had a problem before with the pricing, however, for the most part, it's fine where it is now. My ROI is fine and it works great. I have no complaints.
The issue is you have to do a package at a time. That's my only challenge. Sometimes I don't need that much. I don't need that many licenses. The first time you sign up, it's a package of five every year. I don't necessarily need that.
Which other solutions did I evaluate?
We chose UiPath based on a referral. Somebody we heard speaking at a neurological healthcare conference about four years ago, who was not from UiPath suggested that we needed to talk with UiPath.
I actually didn't know of any other company until after we were on UiPath.
This person was in our same space and he said it's fantastic. He had actually used two other solutions, however, he told us to go with UiPath and I trusted him. I've talked to other people since and they have said the same thing. We've made the right choice.
What other advice do I have?
We started using the on-premise deployment for the first six months and then we actually moved to the cloud.
We're mostly using unattended bots.
We haven't really reduced human error for sure. We haven't calculated that. We're just moving on to our Insights app. We're just getting ready to launch that. Therefore, we’re not there yet. We don't know what that turnaround is going to look like.
We do not yet use UiPath's AI functionality in our automation program.
We have not yet used any UiPath Academy courses.
When we first got involved, we just wanted to know if it would work. We just decided on a certain budget and decided to try it. Once it worked, we realized we actually had to step back. We started really looking at where we could implement it. We should have done that earlier. That's what I would tell people. It's an automation hub. You need to go through and find your best scenarios, your best ROI. I would definitely tell people to look at that first.
I'd rate the solution at an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Has the ability to bridge various applications that users are using
Pros and Cons
- "It's definitely saving time for employees. One of our most successful automations frees them up from doing an entire task. Their quality of life has had a big improvement. It also happens to save a lot of hours. It saves a little over 2,000 hours annually."
- "Insights is a little clumsy. StudioX is a great start but needs more functionality. They should bring the document understanding into StudioX and make it go a little bit further. There's a pretty clear point at which you really need to switch over to Studio, but in the case of some of our citizen developers, they'd like to stay in StudioX. They just need more features."
What is our primary use case?
We're in the financial services industry, so we target the operations. We use it in finance but we're also going after our wealth management group, capital markets group, and fixed income capital markets group.
In one year we've done 17 automations in about 3,500 hours. We're just getting started.
We use mostly unattended automation, but we do have both.
How has it helped my organization?
It's still early for us so we're selecting specific areas and items to automate based on areas that we believe will provide strategic importance for us.
We're now going to start expanding that and going after some of the larger jobs that we want to try to tackle, now that we've got some experience under our belt.
We have saved costs in terms of employee hours saved. There are definitely going to be costs associated with that. Some of those are pretty high net worth individuals that UiPath is doing tasks that they just didn't need to do.
It's definitely saving time for employees. One of our most successful automations frees them up from doing an entire task. Their quality of life has had a big improvement. It also happens to save a lot of hours. It saves a little over 2,000 hours annually.
We are still learning how to build automations but I'm a fan of the RA framework. We use StudioX to help with citizen developers to help fill our pipeline. The tools are pretty good and evolving.
What is most valuable?
The ability to bridge various applications that users are using is the most valuable feature. If we have a process that's entered in multiple locations, we can send a robot to do one of those processes on behalf of the person. We've had good success there.
Everybody on the team goes through Academy courses and continues to go back there for continuing education. Citizen developers are directed in that location as well. So we try to get them to complete StudioX. We like its ability to extend the life and the usability of some applications that by themselves can be a little cumbersome to use. I would like to make those apps and those experiences better for the user. And actually do more with them by extending parts through APIs that are passed to other applications.
We're looking to start to modify the meat of the process and then tag on pieces to the beginning and ends.
What needs improvement?
Insights is a little clumsy. StudioX is a great start but needs more functionality. They should bring the document understanding into StudioX and make it go a little bit further. There's a pretty clear point at which you really need to switch over to Studio, but in the case of some of our citizen developers, they'd like to stay in StudioX. They just need more features.
For how long have I used the solution?
We have been using UiPath for a year.
What do I think about the stability of the solution?
It's been very stable. The only problem we had were some digital certificates and those aren't UiPath's fault. It's partly our fault and how we manage them. One of those got in the way and shut some stuff down. It's not really the UiPath platform. That really hasn't gone down on us at all. It was the certificates.
What do I think about the scalability of the solution?
We're only at 17 automations now. We have a lot of headroom in the bots that we currently own and the licensing that we have. We're getting ready to put the necessary pieces in place so that we can scale it up.
How are customer service and support?
The technical advisor is very good.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We have plenty of solutions that fall in the surrounding area, like various CTL things, automated software, and the types of things that are primarily used by IT.
How was the initial setup?
We had a strategic partner help us with the setup because we knew nothing about it. They helped set up our COE and the basic frameworks that we were going to be using within IT. I came in about four or five months into the project as an analyst so I wasn't there when they did it.
What about the implementation team?
The strategic partner we used was very good. They got us up and running and got our initial test trial into play.
The setup process was not straightforward. They purposely gave them some things that were a bit of a challenge.
We are happy with what we got as a result.
The first deployment took quite a while. If you're considering standing up a whole COE in all those environments, they did that fairly quickly. I believe it was in about three months. It has then continued to evolve from there. That was the learning experience. If you look at our development, that first automation, there's a long flat line. Then it started to ramp up pretty significantly in the back half of the year.
What's my experience with pricing, setup cost, and licensing?
Pricing is working for what we have right now. We set up two Orchestrator environments and we're unable to use our single license of the analytics on both. That's a bit of a problem. We'd like to see a dev environment for us that is free of licensing. It's development versus production. Charge us for production, don't charge us for dev. That's about the only complaint I would have.
What other advice do I have?
Don't be afraid to jump in. Get the IT department involved early, get the security department at the table. As long as you have top-down management that's there to mandate and make sure everybody does what they should be doing, the proper sponsorship, and the proper buy-in from the people that have to execute.
I would rate it a ten out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Owner/Principal Software Engineer
Easy to build automations but the product still needs to mature and grow
Pros and Cons
- "I have used the UiPath Academy courses. I'm a certified developer. I didn't know UiPath at all. I went through the Academy and trained myself. When I brought in new developers, I had them do modules and I sometimes go visit them. From the user's perspective, people are happy that they don't have to do certain tasks that they didn't like to do. I only have one of those bots where I have a group of people that prefer the way they've always been doing tasks, but that's more of an organizational thing. I'm seeing across the enterprise with other folks that they're very happy to have this. They are putting more use cases in, and the frontline workers are bringing in use cases. Of course, we need to vet a lot of those so that we get enough bang for the buck, but we're finding a lot of adoption across, up, and down the whole scale so far."
- "There should be more growth, but the platform is there. As they grow those things they should take each piece and make it better. If you start with a good platform and you build it up, it's going to get better. What we have today is very usable, and is only going to get better. I look forward to it."
What is our primary use case?
UiPath helps us to develop and build a center of excellence for our clients. I do development and technical implementation of the bots, best practices, and teach others how to do the development.
The client that I'm working with now is in the financial services sector. They do banking and life insurance. They do a lot of contracts and billing, backend, data entry-type work. We process all of the return mail that comes in, scan it using Doc Understanding, publish new bills, generate form letters, and all of those tasks that go along with managing the client for life insurance, annuities, 401K, etc.
How has it helped my organization?
A lot of the benefits we've seen are from FTE hours saved. We are looking at almost all of our processes, and it saves us at least a thousand or more hours per year before we go into implementation. We have around 20 in production. We're saving between 15,000 and 20,000 hours of process time.
From the user's perspective, people are happy that they don't have to do certain tasks that they didn't like to do. I only have one of those bots where I have a group of people that prefer the way they've always been doing tasks, but that's more of an organizational thing. I'm seeing across the enterprise with other folks that they're very happy to have this. They are putting more use cases in, and the frontline workers are bringing in use cases. Of course, we need to vet a lot of those so that we get enough bang for the buck, but we're finding a lot of adoption across, up, and down the whole scale so far.
There's also been a reduction in human error. There are so many use cases that have been more on the production side of things, like productivity as opposed to risk avoidance. We enter data and we do bank transfers, so it's important to key the data correctly. We use the attended bot to do that. We took a paper form. We push it in, it comes in as an unattended bot in the backend to read an email from a person and put a transfer in place. It gets approved and put in the queue.
When they run the attended bot, it allows them to do an RSA key into their external site, take the data, watch it go in, they see it, we audit it on the backend with a second user, it gets pushed in, saved, and submitted. From that perspective, if you're dealing with 10, 50, or 100 transfers a day, where you could key in the wrong number, it's important.
That's been helping. Employees are happy that they don't have to type it all in, and that they don't have to worry about the errors as well. It offers peace of mind for those folks.
What is most valuable?
Getting the bots going and working is the most valuable aspect. We have about 20 or so in production. We're building out from there. We've been very focused on Studio and Orchestrator, as opposed to some of the other product lines. Because a lot of what we're dealing with pertains to advanced technical people like myself that are helping them along that journey.
It's easy for me to build automations but I am a computer scientist. I have a deep technical background. A lot of what I've been doing is trying to teach people how to build resilient bots, and how to build processes that will run. To me, one of the big things to meet your ROI is that you need to build things upfront that work. You need to verify them, test them, componentize them, and put them together. Otherwise, you're going to spend too much money on the backend with maintenance.
If you can get people to think about what do to in the event of a failure, even from the developer side of it, then they can create things that we can run, and we don't have to do so many new maintenance and operations tasks on it. That's vitally important.
I have used the UiPath Academy courses. I'm a certified developer. I didn't know UiPath at all. I went through the Academy and trained myself. When I brought in new developers, I had them do modules and I sometimes go visit them.
The Academy is pretty good. It's very helpful to have something like that. Personally, my favorite side of things that UiPath is bringing to the table, is a community edition in the cloud. I can go out and play with the latest and greatest. I have my client's laptop, but I also have my own personal laptop and I go out to the cloud and do tasks out there.
I want to bring what's new, help bring to the forefront what we might want to do in the future, and get a hands-on perspective, without having to go to the client and bug them about bringing in a license for something. That's great and I hope they continue with that.
The fact that they're not charging for training is great. It brings on more developers. The barriers to entry for people are low. And the more developers you have, the more adoption you're going to get.
What needs improvement?
There's a lot of technological growth that should be done. They need to learn from customers. I talk to people about Doc Understanding which is relatively new. There's a lot of people in the document world that have more experience. They should learn a little bit more about what Kofax has done over the years with their validation actions and those types of things.
There should be more growth, but the platform is there. As they grow those things they should take each piece and make it better. If you start with a good platform and you build it up, it's going to get better. What we have today is very usable, and is only going to get better. I look forward to it.
They should talk to their customers and understand their use cases. Give customers what they need.
For how long have I used the solution?
I have been using UiPath for two and a half years.
What do I think about the stability of the solution?
Stability has been quite good. I see technical glitches once in a while in the Studio, but when you're running on Windows, it happens. The glitches don't happen very often.
What do I think about the scalability of the solution?
It seems very scalable, in terms of rolling out new processes. We're more limited by machines and getting things set up than we are by what Orchestrator can handle. We have one attended bot and we're 95% unattended.
We have plans to increase usage. Our clients are growing from two developers, a QA and a VA, to a VA, and a team of two pods of six or seven developer QA types, to implement use cases over the next couple of years. They're on a very high trajectory of growth.
How are customer service and support?
I go out to the community a bit. I Google looking for what everybody else has said and figure it out. We only have a couple of different use cases where we've gone back to UiPath, and the ones that we had the most difficulty with, we went right through the local sales rep to get things going. I found their support to be good.
How was the initial setup?
The initial setup was straightforward and easy.
I set up Orchestrator servers, I put bots out into the systems, and I installed Studio in the client's environment. The only problem I have is with the way the client environment exists. Security gets to be a hassle.
What's my experience with pricing, setup cost, and licensing?
One of the things the company focuses on a lot is employee satisfaction. From a cost perspective, we haven't necessarily gotten to that level. I've been there for two years. I'm a consultant. We have other consultants. We're saving $15,000 a year, while we're displacing certain cost dollars from the people that did those jobs, we get paid more.
Cost-wise we're fairly evening out, and probably bringing an MROI. This is a longer scale process for them, to take them along this journey. It's important for businesses that go under that, to not necessarily focus on year one, year two. We look at this as a longer-term endeavor for them. The key benefit that they see out of it right now is the future. The workers are satisfied not having to do the "bad" work.
I found UiPath to be pretty cost-effective.
What other advice do I have?
I would rate UiPath a seven out of ten. I see it as a maturing product. It's done very well, because it is stable, and it does build real use cases. But I look forward to the future. There's a lot of good going on here.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Executive Vice President at The Medcor Group, Inc.
Easy to build automations, offers great accuracy, and is very scalable
Pros and Cons
- "We’ve improved our efficiency in a way for sure. Even just our cost analysis has improved. When we do new contracts, we know what it's going to cost exactly."
- "I don't know if it's UiPath as much as just what we do is really complicated. Even the consultants that we've used with UiPath, even they've said, wow, this is very difficult what you guys do. There are a lot of moving parts, so it's not as much of a UiPath problem in terms of limitations. It's just our own processes."
What is our primary use case?
We're a revenue cycle management company for medical billing. We've reallocated our charge entry employees. We're using bots now to do the charge entry on medical claims and then also payment posting along with eligibility and AR. We've been able to reallocate about, just within this last year, probably eight employees. They've been reassigned to more valuable work - things that the bot can't do and actually requires a human to do. We've been understaffed, so it's actually worked out great for our company.
What is most valuable?
The ease of building automation isn't a problem. It seems to be very easy to do to a point. Our challenge is we work in a live environment. We're not able to use a test environment when we build things out. We have to go very slowly.
I'm not that familiar with the product, with the solution, however, the UiPath apps feature and OCR are great. That said, we're not using any of the apps currently.
The biggest benefit we've seen is the accuracy. Even just with employees calling in sick or not having enough staff. We’ve been able to fill those roles.
The robotics piece has been a huge thing. We're doing medical claims. We're always worried about claims not getting paid. This has been able to capture those claims so that people get paid the first time. One of the other things we track is how many times we touch a claim. For example, how many clicks. We couldn't do that before. That's been very valuable to us.
We’ve improved our efficiency in a way for sure. Even just our cost analysis has improved. When we do new contracts, we know what it's going to cost exactly.
What needs improvement?
I don't know if it's UiPath as much as just what we do is really complicated. Even the consultants that we've used with UiPath, even they've said, wow, this is very difficult what you guys do. There are a lot of moving parts, so it's not as much of a UiPath problem in terms of limitations. It's just our own processes.
Right now, I don't think I've been on there long enough to know if there are missing features or functionalities I’d like to be added.
I’m talking to people right now, to see how it can do things better or how we could use it more effectively. We’d like to discover what worked for other people.
For how long have I used the solution?
We've been using UiPath for about maybe a year and a half tops.
What do I think about the stability of the solution?
I haven't had any problems or concerns right now concerning stability. The biggest concern I do have is that we've already invested six people in this. We're going to have a lot more that will, more or less, not have the robotic piece as part of their job. That work will be reallocated. I have about a hundred employees that UiPath could technically reallocate.
When I look at that, I worry about if something does happen or it doesn't work or there's no backup. Then, suddenly, I don't have employees. Right now, we can jump in and some humans can do the work if necessary. My concern is that in the future they won't exist. This hasn't happened yet. I hope it doesn't.
What do I think about the scalability of the solution?
Scalability hasn't been a problem at all. We can just continue to add bots every time we need them. It's been easy.
We started with two. Three months later, we added another two. After another three months, we add another two. From our standpoint, it's great. My UiPath rep was shocked that I keep adding more, so that's good.
How are customer service and support?
I have not used technical support.
That said, we had one issue with UiPath where something didn't work. We talked to them and it was taken care of within a couple of days.
My vendor is working with them. They mentioned there was an issue with insights that they are working through. Insights are still not quite functional, or there are some resources we need. However, the vendor is dealing with it directly. It's a work in progress.
Which solution did I use previously and why did I switch?
We did not previously use a different RPA solution.
How was the initial setup?
The initial setup was pretty easy. We didn't have any challenges with that. I contacted one of our vendors and they ran with it. We didn't have issues at all.
With the vendor, it took us about 30 days to deploy UiPath. After that, in terms of implementing bots, the first bot took us about three months. Once we did the first one, it just went really quick after that. We could reuse some processes which made it faster. There was a lot of reusing of the same. We were also internally understanding what information they need and how it works.
It was all new to us. I'm still learning the acronyms they use. We need to learn what they are talking about. We’re not IT-based at all. It's definitely different.
What about the implementation team?
We had the solution implemented by a vendor. They implemented it all. We didn't have any challenges as far as that goes.
Our experience with the integrator was good. I would say that they didn't realize how challenging it was going to be or, at least, the person who integrated didn’t. At the same time, they know almost everything about my business now.
What was our ROI?
UiPath has saved costs for our organization. For example, we’ve allocated six employees that are paid around $40,000 a year and we've implemented six bots to do those same functions and they're around $8,000 a year. In a way, we’ve doubled our staff, and almost tripled our ROI.
What's my experience with pricing, setup cost, and licensing?
We had a problem before with the pricing, however, for the most part, it's fine where it is now. My ROI is fine. It works great. I have zero complaints.
You have to do a package at a time. That's my only challenge, where sometimes I don't need that many licenses.
When you first sign up, it's a package that can renew every five years. I don't necessarily need everything. I'd prefer just to pay for certain pieces.
Which other solutions did I evaluate?
We did not evaluate any other options. We started using UiPath due to a referral at a neurological healthcare conference about four years ago. The speaker suggested UiPath. I actually didn't know of any other company until after we were on UiPath. We've since talked to others who have used other solutions and they mentioned that we made the right choice when we chose UiPath.
What other advice do I have?
We started on-premise for the first six months and then we actually moved to the cloud.
We do not use their UiPath apps feature as of right now.
We are mostly using unattended automation.
We haven't really calculated the reduction in human error. We're just moving on to our Insights app. We're just getting ready to launch that, so we're not there yet. We don't know what that turnaround will be.
We do not use UiPath's AI functionality in our automation program right now.
Our teams have not yet used the UiPath Academy courses.
I'm a little concerned about having to bring on more people that are not in this industry. We're going to have to start them over from the ground up, which takes time.
When we first started, we wanted to know if it really worked. We got a certain budget and just started using it, and now I can say that yes, it does work. We can see that now that we've stepped back. We should have done it earlier. That's what I would tell people. I would definitely tell people to look at it first, before anything else.
I'd rate the solution at an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Has reduced workload and made it fast and easy to build automations
Pros and Cons
- "In terms of the ease of building automation, from what I've seen, I'm very impressed. We're using a partner. We built the COE and everything that they're developing right now. Obviously, we're just starting down this path. This means we're going to go work with a partner while we're developing our own guys. We can get to market quicker."
- "I can’t think of any direct places where improvements need to happen. Whatever I need, it appears to be there. That said, any app could use some form of improvement."
What is our primary use case?
We are using the solution to create application reports. What we've done is take all of that information, where somebody was initially doing everything as it happened, and create templates that work in another application. Due to our business model, we have multiple applications that are similar but very different. Rather than have somebody go into this application and update it and then go to another application and put in the same information, we've developed bots. We'd go to the template, input the information one time, and let the bots go in and open up the other applications.
How has it helped my organization?
The solution has improved the organization just by freeing up the resources to do that MBA work so that the bots can actually do things for you.
What is most valuable?
We use the solution's UiPath app feature. It has helped to reduce the workload of our IT department by enabling end-users to create apps. That said, I myself am in IT and not a developer.
The UiPath’s apps feature has increased the number of automation created while reducing the time it takes to create them. We're just now starting with that. We’ve only got 10 bots in production. We've got another eight in development right now.
Likely, the automation we’ve created has saved us probably in the neighborhood of one full-time person.
The solution’s ease of use and the UI is great, specifically for the users. Not necessarily the developers. The people actually using it find it very easy to use.
In terms of the ease of building automation, from what I've seen, I'm very impressed. We're using a partner. We built the COE and everything that they're developing right now. Obviously, we're just starting down this path. This means we're going to go work with a partner while we're developing our own guys. We can get to market quicker.
We've got our own VA. The next step will be looking into building our own developers.
The solution has reduced human error. There are still errors in the templates. People still have errors with bigger things, however, we're able to catch it before it gets into any of the applications. Reading the information across the other applications, you can stop it before it gets synchronized into the applications due to the fact that it is the same source. It doesn't go into "A" if it's not going into “B”, for example.
This has had a big impact on our business. In our model, it's a little complex as our customers are our clients. For example, in the ATM business, they charge us a fee, so we partner with a large retailer like Walgreens or CVS and we share the revenue. We actually pay our customers as they use our services. With the help of UiPath, we’re able to keep everything synchronized. We’re not sending stuff to the wrong site, or to the wrong corporate headquarters.
The solution has freed up employee time due to the amount of work that it's doing. We’ve got just one bot and it can do triple the work, covering three full-time employees in a week. Likely, existing employees now can focus on higher-value work, including more customer-facing tasks. We're getting a lot of financial requests and maintenance. They require human interfacing rather than doing manual transactions.
What needs improvement?
I can’t think of any direct places where improvements need to happen. Whatever I need, it appears to be there. That said, any app could use some form of improvement.
For how long have I used the solution?
I've been using the solution for a year now.
What do I think about the stability of the solution?
The stability is very good.
What do I think about the scalability of the solution?
I don't see an issue with scalability. We are nowhere near capacity yet.
How are customer service and support?
While I have not dealt with technical support directly, I have not heard anything bad from anyone.
Which solution did I use previously and why did I switch?
We did not use a different RPA solution beforehand. About two years ago, in the second quarter, that's when we started opening our eyes to the possibility of automation.
How was the initial setup?
The initial setup was pretty straightforward. We have a partner that assisted in the implementation.
From the time we signed up until the time of setting up the COE and then getting going, it might have been a few days to deploy the solution.
What about the implementation team?
We have a partner that has assisted us in the implementation process.
What was our ROI?
Everything that we've done so far, due to the fact that we run everything through COE and then submit semi-annual budgets, has been good. From the perspective of everything we submitted so far, we've been pleased.
What's my experience with pricing, setup cost, and licensing?
Over and above the subscription fees, we're paying probably $51,000 a year right now.
The pricing is okay. It's not out of balance with what it offers. We are definitely getting value for it.
Which other solutions did I evaluate?
We didn't really evaluate other options. We were new to it, and we had a partner that steered us towards UiPath.
What other advice do I have?
At this time, we do not use the solution's AI functionality in our automation program. We also have not yet used UiPath’s Academy courses. We may in the future.
I'd rate the solution at a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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Updated: June 2025
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