The solution is primarily used for invoice processing in combination with intelligent data captures. It's used for anything to do with lots of finance processes. Typically they go into lots of HR processes as well. They're the two main business functions that we work in.
Director at RPA Box
Enables less mundane work to be done, there are fewer errors, better compliance, and better visibility
Pros and Cons
- "The solution is quick and easy to implement. It's fairly easy, and it means clients don't have to get IT involved."
- "The solution is quick and easy to implement; it's fairly easy, and it means clients don't have to get IT involved."
- "They should expand on workflow type items and take another step up from the long-running workflows to offer more visibility of business processes within Orchestrator."
- "They should expand on workflow type items and take another step up from the long-running workflows to offer more visibility of business processes within Orchestrator."
What is our primary use case?
What is most valuable?
Orchestrator has valuable scheduling and being able to run things on demand and dynamically as well allocating the transaction, and the studio are good features. Nothing stands out in particular. Everything's kind of equal, it just depends on the task you need to complete.
With an unattended robot, you can schedule it and have it running autonomously.
The solution is quick and easy to implement. It's fairly easy, and it means clients don't have to get IT involved. If you get IT involved in anything there's always blockers and there are always other priorities.
What needs improvement?
They should expand on workflow type items and take another step up from the long-running workflows to offer more visibility of business processes within Orchestrator.
The solution needs a better integration team, different versions of Orchestrator, and to make it easier to identify problems with versions, as well as to be able to fix those kinds of problems. It's hard if you don't keep up to date all the time as well, for example, to go from 2018 to 2019 versions. It's quite a big jump considering activities and things like that.
For how long have I used the solution?
less mundane work being done, fewer errors, better compliance, better visibility
Buyer's Guide
UiPath Platform
February 2026
Learn what your peers think about UiPath Platform. Get advice and tips from experienced pros sharing their opinions. Updated: February 2026.
884,976 professionals have used our research since 2012.
What do I think about the stability of the solution?
I'd rate the stability five out of five.
How are customer service and support?
When we were using technical support we were typically going directly to some people we knew in UiPath because we knew them very well. We haven't had that many instances that we needed to use the help though.
How was the initial setup?
In terms of ease of setup, I would rate the solution four out of five. From an IT perspective, it's pretty simple, but from a non-technical perspective, I think people will struggle.
They've brought us Studio X which is starting to increase that to a five out of five. From a business user perspective a lot of the sales teams will sell it as a very easy to mend product which isn't particularly helpful because when you go into a customer environment and you have to build via a complex process and then integrate it with IT and all of the business systems then obviously it's not a five minute job. It's not overly complicated but can take three to four weeks for some processes to be implemented successfully.
From the time the UiPath license is purchased to implementing it virtually takes about three weeks.
What was our ROI?
ROI depends on the process. Some customers are using their people badly and they literally have a person doing the job of processing invoices all day long. It's very quick to realize their ROI because it's a 30-40 thousand pound salary that they get to replace very, very quickly. More commonly, on a big project, it takes 6 to 12 months to get to an ROI. Even if you are just breaking even, in a year or two you'll start to get an ROI.
What's my experience with pricing, setup cost, and licensing?
There's information online. There's actually a section where you can go through training online for licensing. There's some documentation available as well from the UiPath sales team. You can just ask them.
I've already struggled with licensing a little bit. It's never been super clear because you have the notion of a mode lock and concurrent users and things like that depending on whether you want it on one machine or whether you want the licenses to be able to float around different users. The wording around it can be improved. They communicate in a simpler way.
Which other solutions did I evaluate?
Usually, the client looks at UiPath, Automation Anywhere, Blue Prism, and sometimes other smaller competitors but that's quite rare.
What other advice do I have?
We use Orchestrator, Studio, and unattended and attended robotics. We typically use more unattended than attended generally. Increasingly we're using attended robots. We use Orchestrator but at 1:1 per client, and Studio for development.
For the larger clients, they still go on-prem, but mid-tier customers start to use the cloud solution.
We try to encourage clients not to run automation within virtual environments like Citrix. UiPath does work through Citrix but it's only if clients really don't have control of that environment. We have done it, but where possible we always ask clients to install either the robot on the local machine or to install the major Citrix extension. By running within virtual premises everything's a little bit more or less stable so you have to add more checks, which means the development time takes a bit longer; and the data coming out is a little bit less reliable. But with the Citrix extension, everything has become a lot easier.
I used a web tool for the UiPath Academy RPA training. I did a lot of the training before there was an Academy, and then when it came out I did the certification. We always put our team through every stage of the training. I'd rate the Academy four out of five. It's easy to follow and get through. The only thing that's lacking a little bit is, it's just that you can't do 2 weeks worth of training and then become an expert. Another thing is that there is a further certification which is an advanced developer certificate which needs product experience as well, and for me, there's not been enough distinction between the 2-week online training vs that proper diploma. There's always some confusion, when people say, "Oh yeah, we've got this", many people say it doesn't mean as much as it could, or other software companies have a better distinction between levels of certification experience. They need to offer a solution architect type certification for someone who knows the infrastructure really well and can prove it. There needs to be a proper qualification for that.
In terms of reducing human error with the solution, I've always been an advocate of the software benefit that comes out of automation. AFT savings are great but I think a lot the other benefits include less mundane work being done, fewer errors, better compliance, better visibility. One of the things that hasn't been exploited that well is the additional data that you get from automation. Where humans previously were just doing a job, for example, we automate a lot of processes.
I'd rate the solution ten out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
RPA Leader and Business Analyst at Ecopetrol
Orchestrator helps us to have an overview and control of the company as we scale up
Pros and Cons
- "In terms of ease of use, I would rate the solution five out of five. It's really intuitive and any people that have the basics of coding can handle it."
- "All of UiPath's components, meaning Studio, Orchestrator, and Unattended Robotics, are really important for us because they offer really clean processes."
- "It could use an easy integration with SAP. Most of the processes of our company are in SAP. Sometimes it's kind of tricky to automate over it."
- "Unattended robot costs are high. For example, a company that is not too big, because they have to pay in dollars, may suffer because conversion rates are high."
What is our primary use case?
We primarily use the solution for the financial processes.
How has it helped my organization?
In our company, we are freeing up 14,000 hours per month.
What is most valuable?
All of the UiPath's components, meaning Studio, Orchestrator, and Unattended Robotics, are really important for us because they offer really clean processes. The one that generates more value for us is the Orchestrator because we are planning to really scale up the factory. It helps us to have an overview and control. With the insights that they announced recently, I hope we have really great control over it in the company.
In terms of ease of use, I would rate the solution five out of five. It's really intuitive and any people that have the basics of coding can handle it.
What needs improvement?
In the next release, they need enterprise connect. That's something we were wondering about.
The solution could maybe use more artificial intelligence components or stuff we can start to use in the AI field.
It could use an easy integration with SAP. Most of the processes of our company are in SAP. Sometimes it's kind of tricky to automate it.
What do I think about the stability of the solution?
I'd rate the stability four out of five. We haven't presented problems but sometimes with the UiPath robot, the robot attended license breaks.
How are customer service and technical support?
We have reached out to technical support. We are in Columbia so sometimes there are slow responses because they don't have too much capacity to attend to us in Latin America. It could be better.
How was the initial setup?
Our time to market in implementing our first robot was four months because it was new for everyone in the company. We started too many processes at the same time and we were preparing everything around the company. It was slow. It was four or five months.
The initial setup was easy. We didn't have any problems.
What about the implementation team?
We implemented the solution ourselves. Our IT department and our robotics architect handled it. We also had UiPath help us with the set up as well.
I'd rate their assistance five out of five. They helped us a lot.
What's my experience with pricing, setup cost, and licensing?
Unattended robot costs are high.
For our company, we have money to buy the solution and we have a huge contract with UiPath, but for companies that are smaller, the costs are too high. For example, a company that is not too big, because they have to pay in dollars, may suffer because conversion rates are high.
Which other solutions did I evaluate?
When we started we started with UiPath and Blue Prism. We made 14 processes with each and we decided to stay with UiPath. Mostly because of the IT architecture. We really like the Orchestrator, for example. It was like a huge consideration we had because Blue Prism is like a closed book and we didn't like it too much.
What other advice do I have?
We utilize the full UiPath package. We are all on the cloud using the Microsoft Azure platform.
We also use it within the virtual environment. It has been tough implementing it. Sometimes it doesn't identify the selectors or the images. It has a higher risk of failure. It's risky to have a centralized process.
We plan on automating the drilling process, the upstream and midstream process of the company, and the transportation of oil and gas for the company. Those are the main areas for us that we are aiming to automate. We started with back processes such as financial processes, logistic processes, and HR processes because they are not the core. As we continue learning about it, we will focus on the back-office processes.
A prerequisite for us in the company is to go through the UiPath RPA Training Academy. They have many courses, including foundations and advanced certifications. I'd rate the Training Academy four out of five. If they didn't explain too many things that would be great. They do basic stuff that will help people have a different mindset about it. They need more of an overview. Use cases, examples and more explanations about the activities in the UiPath would be useful.
I'd rate the solution nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
UiPath Platform
February 2026
Learn what your peers think about UiPath Platform. Get advice and tips from experienced pros sharing their opinions. Updated: February 2026.
884,976 professionals have used our research since 2012.
CTO at OOO âDMSâ
Helps to eliminate human errors and helps to save us time
Pros and Cons
- "All of the features are valuable. I think the best feature for Russian government customers is security. Security in Orchestration for requiring credentials. Our customer are usually serious about security."
- "UiPath wins because you can automate more processes with it."
- "I would like to see more AI features with data classification and computer reason. I think it would be great to have more features in full monitoring robots."
- "In cases of high scalability when we have one process and many of us use that process, we sometimes have problems."
What is our primary use case?
We use all of the UiPath products: UiPath Studio, Orchestrator, attended robots, and unattended. Primarily, we use them for financial liquidation. Our customers frequently use it for different cases. Some use it with chatbots.
Sometimes, our customers run automations in a virtual environment. In terms of implementing UiPath within a virtual environment, UiPath staff are working on the cost. Currently we have UiPath with a Citrix client and you need to go to the Citrix virtual station to activate. It's more difficult to implement as a user.
Our customers' organizations have involved about 15 to 20 people in their automation programs.
How has it helped my organization?
I would rate its ease of use as about four out of five. It's not so easy, but it's also not difficult. We have a great UiPath Academy and it's really useful and helpful. Sometimes we need to do difficult operations and use other frameworks, through activities in UiPath. I think this mechanism is very nice, but in implementation, the customers are pretty close. Sometimes we must do it.
This solution helps to eliminate human errors. The amount depends on the process and the customer. Even unattended robots don't provide 100% automation. Sometimes a robot interrupts and waits for a human to make a decision. There is a process when unattended robots do fewer steps and after ten interruptions are waiting for a human to go on. I would say there is about a 70% reduction in human errors when using an unattended robot.
UiPath also helps save time. One unattended robot works 24 hours a day because a robot doesn't get ill or need to sleep.
What is most valuable?
All of the features are valuable. I think the best feature for Russian government customers is security. Security in Orchestration for requiring credentials. Our customers are usually serious about security.
What needs improvement?
I would like to see more AI features with data classification and computer reason. I think it would be great to have more features in full monitoring robots.
What do I think about the stability of the solution?
I would rate their stability as four out of five.
In cases of high scalability when we have one process and many of us use that process, we sometimes have problems. When one process uses about 24 robots for 24 hours, we have problems with it. I think when many robots work at the same time, something goes wrong in orchestrating tasks between robots.
How are customer service and technical support?
I am happy with the support. For me, it's okay.
How was the initial setup?
The initial setup can sometimes be complicated, depending first of all on the environment, as well as the implementation strategy of the company. Too many processes or only one PoC could lead to a more difficult implementation. Sometimes, customers try to automate a lot of the big processes. When we try to automate the complete process, we understand with the customers how many FTEs you can get from it. Everything depends on the customer's requirements.
It takes about six months from the purchase of a UiPath license until our customers have their first robot in production.
Which other solutions did I evaluate?
UiPath is a data mining solution. Our company tries to explain why RPAs are useful.
I don't know which other solutions our customers evaluate. Kofax might be one. Sometimes we work with a customer to make a decision about which platform to choose. Sometimes we do a PoC for Blue Prism. In the Russian market, there are two major vendors that are competing against each other: Blue Prism and UiPath. Usually, customers go through a PoC to choose the best vendor. UiPath wins because you can automate more processes with it.
What other advice do I have?
I would rate UiPath as nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
Automation Lead at a manufacturing company with 10,001+ employees
Good training and a forward-thinking platform, Unattended bots save us time and eliminate errors
Pros and Cons
- "The Orchestrator management tools are growing a lot and are constantly improving."
- "Overall, I am very happy with UiPath, but I do have a few small quibbles."
- "The technical support is a bit of a weak point for this solution, and ideally, they can improve turnaround time so that we don't have to figure things out ourselves as often."
- "When we reached out to customer support, we haven't gotten a ton of help, or it takes them quite a while to dig through the issue."
What is our primary use case?
We are using unattended bots, Orchestrator, and Studio.
We use this solution for doing a variety of things. It includes a lot of back-office finance and accounting, tax, and a little bit on our operations side. We're also using it for some test automation within our IT group, so helping to test our points of sale, and some of our data transfers as well.
Orchestrator runs on a dedicated server, but our bots all run on virtual dedicated machines in our data center. There were some challenges in setting everything up to run in a virtual environment. We implemented a couple of years ago, so I think that it has improved by now, although it was challenging.
Part of it was on our end, where our people were not familiar with it. The challenges included picking the right type of VM to run on, having the right kind of setup, and having the environment configured correctly. We needed this to allow the RPA team to have enough control over the day-to-day maintenance, and not have bottlenecks with the technical side. Managing things when we had issues or needed to add something new was also a challenge.
The documentation was kind of broad and didn't go into the detail that we wanted it to, although I have seen that get better, so that is really good. I'm sure if we were trying to implement it today, it would probably be a lot smoother with the tools that they've come up with.
With respect to how easy it is to automate our company's processes, on a scale of one to five, I would rate this solution a four. I think there are still a few things they could do and it looks like they are working towards that. It still requires a good bit of training and ramping up for someone brand new to it, especially without a programming background, to jump in and start building. I think they can continue to refine that and they definitely are moving in the right direction. It's a little bit of a technical hurdle to overcome to be able to build not only just basic automations but enterprise-scale automations and automations that are reliable and can check up on themselves. I think they can work some more of that into the actual tool because we've had to do a lot of figuring out how to build best practices and how to program it directly, and the best way to be able to allow us to support it cleanly through the lifecycle. It is good, but there are some things they can add in to truly make it a five. My standards are pretty high, but I'm sure they'll get there.
On a scale of one to five, judging how beneficial it is, I would rate the training a five. We are big fans of it. I typically don't get the luxury of hiring people with technical backgrounds. We usually have people coming out of school or people transferring from other departments who are interested in RPA. So, the Academy tools have been a lifesaver for us and they've been very good, especially for the RPA developer track. It is very detailed and we can really get someone through that training and feel like they're at least able to perform the basic functions of the tool pretty well. From there it is up to us in terms of getting them familiar with our best practices and how we program things and get some hands-on training with the more senior RPA developer to learn some further tips and tricks. Overall, I'm very pleased with the Academy offerings and they're one of the best I've seen from many of them.
From the point that we purchased our UiPath license until we had our first robot was perhaps a month or two. It did not take long, and that included time for training. When we started off, we bought the software, went through the training as a team, and then started building a few small things. We probably had the first one in production within two months of buying the software.
How has it helped my organization?
We have seen a lot of improvements to our organization.
We have one that was a really high-visibility project, where it was kind of a data entry thing that all of our retail managers were spending time on. The data was fed through to a vendor that we franchise through, and they were spending an hour or two a week across hundreds of locations.
We took that into the back office and got data feeds for all the data they were putting in, and then had a bot go through to the current system of reporting, and enter that data for every single store location. We were able to free up those managers with a bunch of time. It was about 5,500 hours a year.
In terms of eliminating human errors, I can say that it has happened but it is difficult to approximate by how much. This is in part because we have a wide variety of software of processes that we've implemented. So, in some, it's definitely higher than others. On the whole, it's been good and it's been helpful, for sure.
What is most valuable?
A lot of the value from this solution comes from Studio and the activities. They really enable us to make things happen accurately, with the clicks and the types they support. Of all the automation tools I've tried or used, they seem to be the most accurate and most consistent.
The Orchestrator management tools are growing a lot and are constantly improving.
What needs improvement?
I would like to see more interconnectedness of everything, including making the APIs a little easier to use, and having bots be able to call other bots and get them to start things. Having all of this a little more seamless would be really helpful.
I would like to see more seamless AI functionality built in to allow teams without data scientists or strong data people to be able to build and deploy simple models that will help enhance their bots further and let them do more.
The technical support is a bit of a weak point for this solution, and ideally, they can improve turnaround time so that we don't have to figure things out ourselves as often.
For how long have I used the solution?
We have been using this solution for a couple of years.
What do I think about the stability of the solution?
With respect to the stability, on a scale from one to five, I would rate this solution a four.
We've had some issues with stability, and I've talked to a lot of other companies who've had maybe more issues than us. It concerns ongoing support and the issues with bots not performing as expected or doing unexpected things as well. The problem is running into unexpected issues that can result from things that are not very readily apparent on the surface. This can be caused by underlying configuration differences in Windows, or patches that have happened, that sort of thing. It's still a challenge to manage and we often have bots that don't seem to have the issues when we are troubleshooting.
Sometimes it is our fault because we're not programming in enough breaks or logging enough to really track what's going on. It seems very dependent on the underlying operating system and things like update states of office applications. Occasionally, it'll just get stuck or hung up and we can't really figure out why, and that's frustrating. It definitely takes people time to go in and resolve those issues and figure it out.
It just seems like there's a lot of times where we just rerun the bot and then it works fine. I find it odd that it would stop at one point and then you just rerun it again and it works. A lot of those are, I will admit, due to input data issues or the system going down, or a website not being available or loading too slowly when it checks. However, I would like to see them continue to focus on stability as a platform, to avoid those as much as possible any issue.
What do I think about the scalability of the solution?
My team that I work with directly is probably about ten people in total. There are a couple of other teams who are working more on test automation that are kind of separate and that's probably a total of about five other people right now, and we're looking to expand to another couple of teams. That will probably be about five more people within the next year, and then my team is growing. We're looking to add a few more people next year as well.
I am the automation lead, and the users are RPA developers and business analysts.
How are customer service and technical support?
When it comes to the technical support for this solution, I feel that it may be a little bit of a weak point. When we reached out to customer support, we haven't gotten a ton of help, or it takes them quite a while to dig through the issue. It is understandable because they're going through someone else's code essentially, to try to resolve an issue. So, usually, we end up relying on internal people, more senior developers.
Sometimes it's just a matter of rerunning it or changing some input parameters and then trying it again, which is not the cleanest troubleshooting by any means. The problem is we felt like we had to, given the slow turnaround time on their support desk. We've kind of had to have the internal ability to figure things out.
Overall, I would rate their technical support a three out of five.
I know that they're a growing company and that they have a lot of new people. It seems like we've maybe had some bad luck in terms of the people that we've been in contact with when we've reached out. Perhaps they were new and maybe not fully understanding. There have been times we've reached out to support where we feel like we know the system better than they do, and that's frustrating. Again, that's why we've had to focus on internal knowledge building, which is a strength of theirs, through the training offered.
We do have a CSM assigned to us who I work with and he's somewhat spotty at times. I think he has a lot on his plate. So, at times we have questions that take a while to get answered.
Which solution did I use previously and why did I switch?
We did a proof of concept that was driven by a consulting company and it was not a success. After that, we decided to implement an in-house solution using UiPath and from there it was successful.
We began with RPA because our management was interested in the potential and in trying it out. Even though the PoC failed, I think there was a promise with the software that we were able to see, so we made the purchase and dove into it. Obviously, it has been successful.
How was the initial setup?
Installing the software itself, the Studio, most of the elements of the licensing and that sort of thing, were all very straightforward, which is great. I would say that the technical side, regarding the virtual machines, took a while in terms of setting up accounts and getting all the VM stuff figured out. All of that took a little bit longer than we expected before we had a stable platform. I think that there could've been some more resources available there, which I think they've partially fixed by now.
What was our ROI?
We were calculating our savings and our estimate is that in a little under a year, perhaps as little as six months, we probably earned back the amounts that we had paid for the platform for a year. Even into the journey, we felt like we had broken even and were making more money on top of that. ROI was very fast.
What's my experience with pricing, setup cost, and licensing?
I can estimate our licensing costs are approximately $100,000 USD per year.
Which other solutions did I evaluate?
In addition to UiPath, we evaluated Automation Anywhere and Blue Prism.
My main reason for selecting UiPath, I think, was the strategy of focusing on a very open platform and allowing anyone to try out the trial, and allowing anyone to register for the Academy. I'm really focusing on democratizing RPA and making it available to everyone. It was a big focus for me because the other two had very closed-off systems and while they were able to give us demos, we didn't really get as good of a feel for how the software works as we did with UiPath where we could just download it and try it.
Also, we just had very good experiences with the salespeople and the people who demoed the product. They were very positive and very excited about RPA, and kind of matched what we were looking for. We felt like it was a much better fit for us, focusing on easy to use automation, not as much on code security like Blue Prism, and Automation Anywhere didn't seem to have a clear strategy for what they wanted to do moving forward.
Ultimately, UiPath has been a successful choice, and I feel that they have continued to grow their lead on the competition.
What other advice do I have?
I really liked a lot of the things I see coming in terms of the future improvements for Orchestrator. I think it's going to continue to grow into a true kind of Cloud Platform for end-to-end automation, whereas right now, it's a little more focused just on building things in Studio, and then managing monitoring them in Orchestrator. So, I'm excited about some of the further integration with the dashboards and everything for managing how it works.
Upcoming is better management of projects from end to end. I've built a lot of things myself to keep up with that. But having UiPath support, a lot of that, a little bit better, it's improved. This is including the focus on the process mining and the design phase, and it's often a bottleneck of not having enough time to go through and really thoroughly map out and document the processes.
I am interested in trying the specific Studio for test automation. I think UiPath has a big advantage in that space with their RPA software. It really solves an issue that a lot of other test automation platforms have, which is not being as consistent as they could be, or being too hard or too complicated to program correctly.
From a cost perspective, we have definitely got our money's worth on the unattended bots, which is what we have been focused on. We have bought a few attended bots to try them and this next year, we will be looking for good use cases. It requires a little more integration and using the API. We're looking at leveraging more attended bots, and we may end up buying more, but we're still evaluating how to use them. Unattended bots felt like the clearest advantage for us to implement, and we were successful in starting with those.
We were an early adopter of this solution in our region, so I often speak with people who are researching this solution. I tell them that UiPath is a really great platform and it's growing. It's moving in a really great direction, and I recommend people to take it in-house. Find a small team of people who are really passionate and interested in learning it, and then start small. Start with a few small things to get your feet under you, build an operating model that will support scaling, and then slowly scale it out over time. That's what we have done, and it has been successful for us.
Overall, I am very happy with UiPath, but I do have a few small quibbles. On the whole, it's been very successful and I'm very happy.
I would rate this solution a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sr Manager Operational Support at a comms service provider with 10,001+ employees
It has saved us tens of thousands of hours and the ROI was almost instant
Pros and Cons
- "We are the first company to bring UiPath Academy in-house on the 30th of September. When we signed our licensing agreement, we added it in our own LMS. So, we have that connection and everything else. We love it. We've implemented all of their modules: RPA Starter, all three of the development courses, Solution Architect, Business Analyst, and Build a Bot. It's super exciting. It's one of the best things that we've done. I would rate it a five out of five."
- "ROI was almost instant."
- "We now have a functionality that is being released for web forms. It's more for attended. I would like to have these web forms exposed in Orchestrator to be able to trigger a bot externally. I know we have partners that provide similar functionality. I would like to have that same functionality where you could deploy a form, but instead of having it pop up on somebody's desktop, they could go through a URL through Orchestrator and trigger the bots via a web interface. This is instead of having to be tied down to an attended bot."
- "I would rate the stability as a four (out of five), but some of it could have been us too. We have had issues with upgrades."
What is our primary use case?
We have several use cases. We're a telecommunications company. We use it for anything from order entry, design, activation, and interactions with technicians within our field. We really have an end-to-end solution.
We are using Studio, Orchestrator, and unattended bots.
It is deployed on-premise but on our own cloud.
How has it helped my organization?
We had a long-time situation where we were sending technicians to the fields unnecessarily, because they couldn't install the service. So, we worked through a process to wake up devices. We used RPA to implement it.
With downsizing, we have been able to automate a lot of this space, so we can downsize and still function as a company.
What is most valuable?
Capitalize on the unattended automation, as there are a lot of different methods to evoke and schedule it. You can email it, trigger it via API bots or Orchestrator. There are a lot of different methods you can use. We don't really do a whole lot of attended. Not that we wouldn't at some point, but unattended is nice because it's out of sight and out of mind. Set it up and let it go.
We are the first company to bring UiPath Academy in-house on the 30th of September. When we signed our licensing agreement, we added it in our own LMS. So, we have that connection and everything else. We love it. We've implemented all of their modules: RPA Starter, all three of the development courses, Solution Architect, Business Analyst, and Build a Bot. It's super exciting. It's one of the best things that we've done. I would rate it a five out of five.
What needs improvement?
We now have a functionality that is being released for web forms. It's more for attended. I would like to have these web forms exposed in Orchestrator to be able to trigger a bot externally. I know we have partners that provide similar functionality. I would like to have that same functionality where you could deploy a form, but instead of having it pop up on somebody's desktop, they could go through a URL through Orchestrator and trigger the bots via a web interface. This is instead of having to be tied down to an attended bot.
For some of the Insights stuff, we have found that you have to be flexible on measuring your ROI. You have to be able to customize some of that because it's not as cut and dry as you think it is.
I would look for the audits on the back-end. Performance-wise, make sure that it is still performing.
What do I think about the stability of the solution?
I would rate the stability as a four (out of five), but some of it could have been us too.
An overabundance of logging that we created crashed the SQL Server. We had to adjust and restructure the way we were doing all of our logging to prevent that from happening again. Ever since then, it has pretty much been fine.
We have had issues with upgrades. However, from a normal day-to-day functionality perspective, it is pretty stable.
What do I think about the scalability of the solution?
Right now, we have about 150 developers. Then, we have engineers and process analysts.
We have 400 automations on average and 1000 in the pipeline.
How are customer service and technical support?
It's been fantastic. It doesn't matter what time of day or anything else. We get top-notch service.
It has been about our contacts and support team. They look at us, and say, "You guys want to do what?" Then, they stand behind us and help us get it done.
Which solution did I use previously and why did I switch?
We had merging companies coming together with a lot of integration going on. With integration, there are multiple teams, processes, and systems. To keep up for our reduced expenses, we had to do it. This was another tool in the toolbox for us: automation.
How was the initial setup?
It took us eight weeks from initial purchase to the first bot to be put into production. It took about two weeks for assessment and documentation, then another six weeks to develop and deploy it. The bot that we developed was complex. It wasn't super simple. We've done simpler, but that time frame was about average for us.
What about the implementation team?
We did the deployment ourselves, but we had the premium support. So, we did have some support from UiPath. However, everything that we did, we did on our own.
What was our ROI?
ROI was almost instant. We measured everything from deployment. We measured our successes. We do audits once a month. ROI was pretty much from deployment. We don't audit anything in the first 30 days because there is a lot of settling in, some bumps, and, "Oh, we missed this step." For the most part, within 30 days, we were realizing and managing expectations on benefits.
We're really only measuring handling time right now, which is defined by our business clients. They define what handling time we are trying to define, then the measure of success. That's what we measure ourselves on.
We're probably in the tens of thousands of hours that we have saved, easily.
What's my experience with pricing, setup cost, and licensing?
Because we have so many agents, that's why we went unattended. Attended was very expensive for us because it's a per person license. Where we can take entire workflows, do the triggering and scheduling, etc. We never have to have any human interaction with unattended.
We have a cost model for operating expense savings. It is usually about $100,000 to $125,000 and takes us six weeks to develop and implement. That's development, testing, and implementation. We do code reviews on everything. That does not include all the documentation, assessment, etc.
We just signed a very large perpetual agreement. So, we had 125 Studios and 1200 unattended licenses. We paid $3.7 million. Then, we paid maintenance costs for the next three years, which was 15 percent of that.
Which other solutions did I evaluate?
We evaluated Automation Anywhere, Blue Prism, Pega, and UiPath.
Scalability was probably the number one that we went with UiPath. Scalability, the ease of use of the software, and the existing functionality that was there were the main reasons. There is a lot more out-of-the-box in terms of embedded functions that were there at the time when we did our analysis. It seemed like UiPath was really on the cutting edge. They were more proactively implementing good features, where others that we were talking with seemed like they were behind in that perspective.
We'd rather stay on the cutting edge with technology instead of having to wait for our partner to get caught up.
Obviously, there are cheaper options than UiPath.
What other advice do I have?
I'm really excited about the new stuff. There is great new stuff. We wish we would've had this stuff a year ago because we had to build some of it in-house. We are really excited about the Explorer and process mining.
I would rate the ease of use of the platform for automating our company’s processes as a three and a half to four out of five (where five is the easiest). It depends on the skill set of the developer. If you are a developer with a .NET background, then it will be a lot easier for more of the customization. For the technology overall, it is easy to automate our processes.
We run our automations in the virtual environments, like Citrix. We struggled a bit with Citrix at first, because our infrastructure and systems are somewhat antiquated.
Nobody is perfect. I would rate UiPath as a nine (out of 10).
Which deployment model are you using for this solution?
On-premises
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Lead Process Analyst at ACT
The bots help us utilize our staff better
Pros and Cons
- "It has a really good turnaround time for our operations department to start working on claims, because all the information has already been pulled upfront with the bots. Instead of having to go into an account and request medical records or a certain type of document, it's normally already been pulled on the front-end as soon as the account loads because we run everything through the bots."
- "Within the first year, we saved a little over $600,000, which totaled to almost 19 FTEs that we ended up saving."
- "The implementations or integrations through Citrix are really good. The only problem that we are coming across is just maintenance. If the Citrix platform gets updated and we're not notified, it breaks. So, we have to reconfigure our bot to the new updates. Unfortunately, that's just the name of the game, and that would be true if we were pulling them manually versus a bot."
- "The implementations or integrations through Citrix are really good. The only problem that we are coming across is just maintenance; if the Citrix platform gets updated and we're not notified, it breaks, so we have to reconfigure our bot to the new updates."
What is our primary use case?
Right now, the primary use case is document retrieval from our client system. We are a healthcare billing company, so we have to pull things like medical records and different documents from hospital stays. So, we used the robots to pull those versus an FTE.
We have both unintended and attended robotics that we use. We haven't really delved into Studio a lot yet. That's going to be part of our staging and going into the next phase. We built all of our basic bots, so now we're going into the more complex bots.
We are on-premise. We were looking at moving to the cloud, so that will be something in our next steps.
How has it helped my organization?
It has a really good turnaround time for our operations department to start working on claims, because all the information has already been pulled upfront with the bots. Instead of having to go into an account and request medical records or a certain type of document, it's normally already been pulled on the front-end as soon as the account loads because we run everything through the bots.
What is most valuable?
The most valuable feature right now is we have been able to utilize our staff better with the bots. We can put them on more high priority items. That was the one thing that everyone was afraid of: The bots would replace them. What we did is retrain them to do other tasks that we needed, as that was more of a priority for us.
What needs improvement?
We do deal somewhat with Citrix. It depends on the client and how the bot has to be set up. We have some clients who do run through Citrix, then we have some who use a VPN tunnel to get in. So, we have it on both.
The implementations or integrations through Citrix are really good. The only problem that we are coming across is just maintenance. If the Citrix platform gets updated and we're not notified, it breaks. So, we have to reconfigure our bot to the new updates. Unfortunately, that's just the name of the game, and that would be true if we were pulling them manually versus a bot. We would still run into that with the Citrix platforms.
What do I think about the stability of the solution?
I would rate stability as a five (out of five). We have not actually had any issues with UiPath. Most of our issues have been with just platforms changing, breaking, and the regular maintenance.
What do I think about the scalability of the solution?
We have about 40 bots right now with 30 ready to be made.
Our team is really small. We have roughly six people who are working with the developers and actually running the bots. We're the only department using the solution. Our department was asked to lead this on, so we've been very fortunate to be able to lead it and be able to help our own department first. Now, we're starting to look at other areas of the company to deploy RPA.
How are customer service and technical support?
We have not used UiPath technical support.
How was the initial setup?
The initial setup was a little complex, but that was because we really didn't even know what we were getting into. We were told by upper management (our CFO) that automation was the next frontier and we had to go that route. We were sort of the pioneers going through this for our company,
It probably took about six to eight weeks for us to talk with development and for them to get the context of what we wanted. It took them about five weeks to actually build the bot. Then, once they built the bot, it was in production. Of course, we had to go back and do some maintenance because it did not work first time. After we got the hang of it, it's been great.
What about the implementation team?
We got some consulting from UiPath. We do use their developers. Other than that, we do not go through a third-party. We did everything else ourselves.
Our experience with UiPath services was good. There were some bumps along the way. It's just trying to understand the process and RPA from what we've seen.
What was our ROI?
It took us about six months to really see what the bots could do. We then started tracking financial savings and how it's helping the company. We set out a bit differently. Our CFO came out, and said, "Automation is where we're going," but on top of that, "This is X amount of money that you have to save in the process."
We have spent the last 18 months tracking how much we are spending and how much we're saving. We hit the goal with no problems because we were able to shift staff. We did eliminate some staff, but this solution really brought out the skill level of our employees. Those employees with the higher skills were able to transfer to more important projects.
Within the first year, we saved a little over $600,000. That totaled to almost 19 FTEs which we ended up saving.
Which other solutions did I evaluate?
We haven't used any other vendors.
What other advice do I have?
We are on spreadsheets and data. I keep saying we're stuck in 1996. It's been nice to have the vision of being able to be in the 21st century and really be able to use the bots the way we want to use them.
We have not taken part in the UiPath training. That's something that we talked about right before this conference. We really need to start utilizing more of the training that's offered. We want to turn some of our soft coders into people who can really code for us, not always relying on developers to do all of our work. That's definitely something that we're implementing soon.
I would rate it at least a four (out of five) for ease of use. We don't deal so much with UiPath, but from what we do deal with outside of developers, we have not had any problems. It has been very user-friendly, for those of us that don't know coding. We are able to look at things, sort of fix things, etc.
I rated them a four for ease of use, not a five, because we want to see what UiPath can do. We have a lot on the table. We have 30 bots ready to go. A lot of it's more screen scraping, which will be more complex. So, we want to see really if UiPath can do what they say the solution can do. We want to test its scalability.
I definitely would say UiPath is the way, especially with everything that they're coming out with now. It helps you understand more about RPA instead of just being thrown into things. It helps you understand all that on a smaller level. It is what everyone else has said here at the conference too, "Start with a small project. Don't go out with a big thing because it's not going to work." Luckily, we did start small, and we've just grown from there. Those would be my suggestions.
I would rate the solution a 10 out of 10.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Director of Shared Services Automation and AI at Virign Media Business
Scheduling features prioritize work and queuing systems to make sure they're at the right points in time
Pros and Cons
- "The main value within Orchestrator is definitely the scheduling aspect. That includes the way you can prioritize work and use queuing systems to make sure they're at the right points in time, as well as whether they'd be long term related, especially if we're looking at finance."
- "We had a process that was very manual and repetitive and took a team of 14 people, all keying in manually, and now we have managed to automate it and save 14 employees worth of effort, which amounts to around 14,000 hours to date."
- "One of the issues is with the acquisition of new types of software and new companies. It's important to introduce process documentation and make sure that it's not just making it look like UiPath products, but making it feel and act like one to us. They need to make sure it's embedded and the integration is seamless. They should just keep improving how easy it is to use. I think it's very good already, but there's always room for improvement."
- "I'd rate the ease of use of automating our processes at three and a half out of five at this point in time. There have been issues and often you'll find yourselves using the workarounds in order to address issues that they haven't quite solved yet."
What is our primary use case?
We use UiPath primarily to drive efficiency within the company and introduce a new technology, which is only going to become more popular and more prevalent in the industry in the next few years.
At the moment, we use Orchestrator, Studio, and unattended robots.
We invested in an RPA solution because competitors were doing it. They do it because it's the next wave of this industry, the fourth industrial revolution. Everyone's saying that you can't escape it. It's also because our company, in the shared services department, is thinking about how to challenge our existing models. Traditionally, you chose whether to take the processes onboard or streamline them offshore, but robotics and automation are a competitive alternative to outsourcing. It's very easy. We are challenging the status quo and making sure we're evaluating all our options effectively.
How has it helped my organization?
We had a process that was very manual and repetitive and took a team of 14 people, all keying in manually. Now, we've managed to automate it and save 14 employees worth of effort, which amounts to around 14,000 hours to date.
We run our automations in a virtual environment as well. We do Citrix environments when we're working with our offshore partner. We do it on Citrix when working locally. Both work well. I know UiPath has developed a lot on the Citrix platform lately, so it's getting better and easier to do.
Within my immediate team, I have eight people and we can also involve the other operational teams. Including everyone who's related to automation across IT and ops and us, you're probably looking about 20 or 30 people.
What is most valuable?
The main value within Orchestrator is definitely the scheduling aspect. That includes the way you can prioritize work and use queuing systems to make sure they're at the right points in time, as well as whether they'd be long term related, especially if we're looking at finance.
In terms of Studio, it's just getting easier to use. Studio X is basically the embodiment of that. Even at this point in time with the current Studio version, anyone could pick this up and run with it to develop simpler automations.
The best feature about unattended robots is that they do exactly what you ask them to do. They are as reliable as the code that you provide them with. I think as long as you've got the right governance in place, such as IDs you have created, and you looped in the right teams, the robots are just the shell that will do exactly what you ask them to do.
What needs improvement?
I'd rate the ease of use of automating our processes at three and a half out of five at this point in time. That is because we've been on a journey over the past year or so and it's not been smooth sailing. There have been issues. I'm not saying that UiPath's support hasn't been great. It has been, but there is still a lot of work to do. It's still a relatively new product in terms of the grander scene of the industry. There's still a lot of work to do there to make sure that the integrations with existing software providers as well as new ones and API connectivities are as they should be. Often, you'll find yourselves using the workarounds in order to address issues that they haven't quite solved yet. I know that's constantly being improved, but that is the journey that we've been on.
One of the issues is with the acquisition of new types of software and new companies. It's important to introduce process documentation and make sure that it's not just making it look like UiPath products, but making it feel and act like one to us. They need to make sure it's embedded and the integration is seamless. They should just keep improving how easy it is to use. I think it's very good already, but there's always room for improvement.
What do I think about the stability of the solution?
I would rate the product's stability as three and a half, based on our experience. This relates directly back to where we've had challenges. Some of the integration with more mainstream products, like Excel, for example, has been questionable at times. It's just striking that balance between the fact that we want it to be democratized and easy to use by everyone, while we don't want to be in a position where we're forced out of the route to use macros necessarily within Excel. We want the UiPath software to be just as quick and easy to use as that more technical solution. Otherwise, we lose the benefit of having it. It shouldn't be technically inhibited.
How are customer service and technical support?
I think their support offerings are good. They're very responsive. I think the challenge that they face though, is that they don't always have the answer. They don't always know what the real root cause is. Unfortunately, that's where the real crap piece comes in, which is both a blessing and a curse. It gives me some way of getting around it but it doesn't give me confidence that the issue will be addressed.
How was the initial setup?
It probably took us about nine months to deploy, from the initial UiPath license to implementing the first robot in production. The reason for that is the learning curve of the team as well as the education across the operational teams to bring them up to speed and make sure that everyone's on the same journey. We were also working very closely with IT to make sure that we've got the right infrastructure in place, as well as support models, governance frameworks, etc. Without it, you can't really get anything done. It's a new technology and it was a new concept for everyone. Needing a robot ID, for example, was something that was never discussed before. Lengthy conversations had to be had to make sure that we weren't putting anything at risk with data privacy, for example.
The setup was both straightforward and complex, really. Some bits we're quite straightforward, but other parts were more complex. Especially the infrastructure we're still dealing with now one year on still has some complexities. We're still thinking about credential management versus the use of virtual machines and whether we should be using high density or not. There is also the matter of all the different types of offerings. There's a matrix that you have to abide by and I don't think UiPath is even aware of all the conflicts between the different options. That's something that we're still working through right now, but I'm sure they're going to address it.
What about the implementation team?
We outsourced the implementation.
What was our ROI?
The performance benefits usually you would see instantly. We had a realization that there were some process changes that we probably needed to make, which we hadn't done prior to going live. I think it took us probably three months before we really saw the benefit coming through.
What's my experience with pricing, setup cost, and licensing?
It's the same as what you would see on any of their list prices. There is also a corporate discount because of scale. Overall, we think it was a competitive price offering. They were the cheapest out of the three, so that's why we went with them.
Which other solutions did I evaluate?
We looked across the big three: Blue Prism, Automation Anywhere, and UiPath. We did have a few others we considered, such as Kofax and Pegasystems. However, they're not dedicated RPA tools. That narrows you down immediately to probably select one of the top three dedicated RPA providers.
UiPath is a very unique example of being very technology-based from its history, but also its culture is very different to the other two. They're trying to be humble. UiPath has a different background and cultural fit, which is very much like our company. That was definitely one of the reasons we chose them. The other reason was the views. We just find it easier to use. The strategy, especially at the point in time when it was announced where the product was headed, was very much that they're trying to push this out to a robot for every person. We want everyone to be able to access it, too.
What other advice do I have?
Do what you would normally do with any vendor. Check out the competition and see what is right for your company. I'll be shocked if you don't think that UiPath is the best because there's a reason why it's at the top of the Gartner reports all over the shop. It's got great user feedback on places like IT Central Station and other review boards. There is absolutely a reason for that. Also, assess the other values that you place importance on. It's not all about costs. Cultural fit was a massive deal for us. What would you envision your company looking like with the uptake of automation? Is it a cultural thing? Is it purely about efficiency or do you want everyone to be up-skilled for what the workforce in the future will look like? That means that actually having everyone being able to access the tools is very important.
I would rate UiPath as eight out of ten.
I have used the UiPath Academy RPA training, although not completed it. I am a bit busy doing a few of the bits, but a lot of my team have completed level one and some completed level three. I have one member of my team who just completed all the training available online. He's done every single module that you have available, including obviously the RPA Advanced Developers training. I think there is a wealth of knowledge there. It's incredible, but it's the same training material that's used internally for UiPath as well as other companies. I think as long as they stay on top of it and make sure that it never gets overlooked, it's a great resource for anyone to get, in order to up-skill in the new technology. If they constantly talk about the democratization of RPA, this is fundamental to that.
The training has helped my team get up to speed, apply best practices, and make sure that we're not wasting time. We were trying to work it out for ourselves in a bit of a haphazard manner. It also forces standardization, of course. Anyone else who decides to get qualified can use it. If you're thinking about doing attended automations, I think it's the right way to do it. Everyone has the same set of standards and rules to build off of.
I would rate the training as four and a half out of five because there's always room for improvement. However, I think it's very thorough and they've covered all the aspects, both technical and not technical. It is very impressive.
I think there are different perks to using one type of robot as opposed to another. The unattended robot cost is higher, therefore the need to make sure the utilization rate is high is paramount to getting your value out of it. I think that makes it challenging but worthwhile. There are different types of processes you will end up pushing towards with an unattended automation profile, whereas an attended profile, which we're starting to move into now, leads to other types of automation opportunities. Attended robots are cheaper, which means it is easier to achieve ROI, but you can almost expect less utilization because it won't be people's full-time jobs. They won't get back all the time and there will be licenses to honor which are being consumed. That has to be baked into the business case. I think you will end up with a portfolio of both. The big opportunities probably sit within an unattended fashion.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Assistant VP of Robotics at Open Logix
Good scheduling, easy to follow code, improves efficiency, and has a good ROI
Pros and Cons
- "The Orchestrator is great because you schedule it, and that's it, you don't have to worry about it."
- "Orchestrator has given us a huge boost in terms of efficiency, eliminating one hundred percent of human errors and saving the equivalent of four full-time employees a year, or about 8,000 hours."
- "We had some issues with instability for which we were never able to determine the root cause."
- "We had some issues with instability for which we were never able to determine the root cause."
What is our primary use case?
We are using the unattended robots and Orchestrator modules of UiPath.
We have built close to fifty processes in the three years that we have been a client. Our primary use case, the one the gives us the biggest relief, is the processing of premium border rows. The robot will pick up Excel files with between four hundred and a thousand rows of data, and then does the data entry into our policy issuance system.
All of our automation runs in a virtual environment and we do not have any problems. At the start, of course, there were a few bumps in the road, but we got it figured out and now have no issues at all using the VM.
When we began working with automation, I was the leader and I had three BAs and three developers offshore. When our company decentralized, we created three other robotics divisions. There are now twenty-eight of us including the project manager, the BAs, the testers, and our developers. People are spread across four different divisions within the corporation.
With respect to how easy it is to automate our company's processes, I will consider the individual components. With the Orchestrator, on a scale of one to five, that's easy, it's a five. It is very evident how to use it. The Studio, I am not a developer but I got six developers up and running on it in a very short period of time. It has a very short learning curve, so on a scale of one to five, I would rate it a four.
My rating of four is because I know that we had some challenges with using the recorder. Things would shift and there were a couple of things that had worked and then stopped working. We found a little instability, and it was hard for us to know whether it was us, or the application, or the studio. Ultimately, we were not able to get a final answer on the root cause of those problems.
We are no longer experiencing these problems. When we upgraded, a lot of that went away. Also, when we went to Orchestrator, a lot of that went away. Exactly as UiPath had told us when we went to them with the issue, they gave us some solutions and once we implemented them, the issue was corrected.
I did not attend the UiPath Academy, but my Business Analysts took the BA course and my offshore developers all took the Academy. On a scale of one to five, judging how beneficial it is, I would rate the training a five easily. Before the Academy came around, they were kind of self-taught. When they took the Academy, it closed some of their gaps.
When we started with this solution, we did a PoC with the help of a UiPath developer. In two weeks we built a PoC for a bank reconciliation, which was pretty fast. That helped us decide whether we wanted to go with the product, and of course, we did. After that, we took the code, which really didn't have a lot of bells and whistles in it, and we gave it to one of our developers to really soup it up and make it more robust. That took them about a month to do.
How has it helped my organization?
Orchestrator has given us a huge boost in terms of efficiency.
In addition to the resource-creating benefit that we get from this solution, it has given people the opportunity to move away from those mundane jobs and into something more challenging. Rather than sitting there doing data entry, they're able to move up, re-skill themselves, and add value to themselves as well as the organization.
We have been able to eliminate one hundred percent of human errors. We found that the robot was better than the human because when the human was doing some of the processes, they were supposed to be checking into another system. While testing our robot, we found that the robot's state was different from this other system that it's supposed to check against. We thought that the robot was wrong; however, we found out that the humans were eliminating that step. They were cutting corners. This stage of our development raised a flag to inefficiency on the human side.
In terms of the time that this solution saved, it equates to the equivalent of four full-time employees a year. At two thousand hours per year times four, that's a savings of eight thousand hours.
What is most valuable?
The Orchestrator is great because you schedule it, and that's it, you don't have to worry about it. It will tell you what passed and what failed if it had any issues. We don't have that dependency on someone needed to schedule tasks.
The code in Studio is easy to follow. I am not a developer, but I am able to read the code. When we have problems, the developer will display the script and I'm able to read it and follow it. Several times, I have been able to see where there was an error and the developer was able to fix it. It looks like it's easy to code.
What needs improvement?
We had some issues with instability for which we were never able to determine the root cause.
For how long have I used the solution?
We have been using this solution for three years.
What do I think about the stability of the solution?
On a scale of one to five, I would rate the stability of this solution a five.
How are customer service and technical support?
A UiPath consultant assisted us with our PoC, and the experience was incredible. They were really wonderful.
The technical support for this solution is excellent. They're very responsive and we never wait more than twenty-four hours for an answer. The developers have more contact with support than I do.
Which solution did I use previously and why did I switch?
We did not use another RPA solution prior to this one. Our former CFO went to a meeting where they were talking about robotics, and when he returned from the meeting we had a discussion about it. I was working in Internal Audit at the time, and with his prompting, I left Internal Audit to head up the robotics process. From there, it just took off.
What about the implementation team?
The initial setup of this solution was straightforward. To me, it just made sense.
What was our ROI?
In our first year, the development was a little bumpy, which is to be expected. I would say that it was fourteen to fifteen months before we hit a smooth path. Even with that, things go smoothly for a while until you start doing more challenging and more complex things, then you're back to a crazy path, then you correct yourself and things go smoothly again.
One of the issues is bad user requirements. Simply put, we don't know what we don't know, and we're dependent on the business to tell us. Even if you ask the same question in a variety of ways, if the business can't articulate it or tell you about it, then we can't build for it. Getting the right user requirements was our biggest challenge.
After that, we were trying to build for everything, instead of just building for the straight path. Trying to build in all of the exceptions and allow room for an imperfect world is what took us down. We've since learned that we're going to build for the straight path, and then look at the exceptions as we start to gather data on them. When we find exceptions that occur at a high frequency then we'll build for that. Failing is fine, and it is expected, as long as you can learn from it. Our approach is based on what we have learned from our mistakes.
From just one of our four divisions, A&H, we saved approximately $390,000 USD. You can multiply that to include the other three divisions (Estimate: $1.5 Million Dollars).
This past July, I completed a cost-benefit analysis and we determined that in the three-plus years that we have been using UiPath, we created the capacity to the equivalent of four full-time employees and have cost-avoidance in that we didn't have to hire five other employees. This is where the value is helping us utilize resources better.
Overall, we are giving ourselves a two year ROI.
Which other solutions did I evaluate?
We did not evaluate options from other vendors.
We went to Swiss RE because they offered to show us what they were doing. We saw their process and we were impressed by it, and it was a pretty nominal cost to buy the package. We thought, instead of wasting time, which could take months, and management wanted us to hit the ground running, we would try it. If we didn't like it then it wasn't a big loss of money. So, we totally circumvented the traditional route of purchasing and we are happy that we made the right decision.
What other advice do I have?
From what I have seen recently, I'm excited to try the Community and start building my own robots because it just looks like it's gotten a lot easier.
I am looking forward to one of the upcoming options, the dashboard. It will give us the productivity of the robot, which is something that I do myself right now. I record everything on each robot that runs and we keep metrics on it. These include how long it took to run, how many transactions it processed, and what the error rate is. Then I have to figure out ROI. So, the dashboard is huge and at the top of my list of things that I want to see.
We have a process for obtaining the right requirements for someone to follow. We go and observe the business and we record the process. That way, when we have to sit down and write the requirements, we can refer to the video and don't have to keep going back to the business because that is going to annoy them. We include the video when we send it to our developers and that way they have a visual for it, as well. When we put together formal documentation we show screen prints of where to click. After doing it a couple of times, one of our developers had this great idea to make things configurable so that we're not hardcoding a lot of stuff in there. With that configuration file, we just keep improving.
From a cost perspective, I can't speak to the advantages of attended robots because we do not have any. When I look up the pre-automation cost of doing a process versus post-automation, we give ourselves a two year ROI. We're not going to automate everything immediately, so we give ourselves a two year ROI and if it's going to be a positive ROI, we'll go with it. Of course, based on what it is, we'll prioritize. If it's a nominal ROI it will probably go to the bottom of our pipeline, but that's what we do when trying to evaluate initiatives.
My advice to anybody who is researching this type of solution is to try UiPath. Use the free version. I have a friend who does this as well, and I encouraged him to use the free download and do something simple. After it worked, they would up going with the product. With respect to the cost, you're going to recognize the savings immediately for the cost of the tool.
We are very pleased with this product.
I would rate this solution a ten out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Updated: February 2026
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