What is our primary use case?
The main use cases I see my clients implementing UiPath Platform for vary. It can be procure-to-pay, finance functions, GL reconciliation, and invoicing, specifically in the finance space. That's my background.
Many customers implement Agentic AI, Agentic automation in the BPO space where they want to take away the human in the loop function, put an agent, and orchestrate that on top of calls and everything.
The other places we're seeing a lot of traction are law firms, which are very document-heavy. They're trying to get agents sitting on top of their documents and trying to get information, which basically saves them a lot of time and effort. Even my wife's a lawyer, so I know they are running into many issues, wasting too much time with document processing, gathering, and then understanding the gist of the documentation, aligning it to the case.
We're very user-heavy with a lot of human intervention. If it's possible to build agents to do the work with a chatbot and then orchestrate the chatbot and put guardrails around it in terms of testing and everything, that becomes our biggest function. On the finance side, be that reconciliation, where we can build an agent or an orchestrator which can help reconcile end-of-period bookings and then add top-line, bottom-line.
What is most valuable?
UiPath Platform offers features Maestro and the whole Agentic jump that others don't. Others are trying to catch up, but they're not there yet. They have their own version, however, they've really taken the initiative and tried to do this before anyone can. The test suite is a differentiator. If you look at SS&C Blue Prism or Automation Anywhere, they don't have the capability.
The biggest benefit from Academy courses is that it's very much driven by UiPath professionals who work for UiPath. They really understand what the product can do and how it aligns to market needs. We've seen that once people go through certifications or coursework, they understand the product very deeply. They understand how to position it in the market and how to differentiate it from its competitors.
The product in itself is very robust. As mentioned earlier, it really scales, drives value, and there's good ROI on the product. If you are considering an RPA product, UiPath Platform definitely is one to consider, given the length and breadth of its capabilities and how quickly you can generate ROI on it.
What needs improvement?
UiPath Platform could be better growing in the Agentic and the GenAI space. They are trying to get there. Traditionally, they are an RPA firm, so they are hamstrung by that because the market knows them as someone who does RPA. I know they're trying to change the narrative, but if they can come out with a very solid product which can help drive Agentic or GenAI use cases, they could become the leader in the market. To make it a ten out of ten, there needs to be a jump in the Agentic and the GenAI space.
For how long have I used the solution?
I have been using and implementing UiPath Platform for two to three years.
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What do I think about the scalability of the solution?
With the cloud now, scaling with the growing needs of the organizations has become extremely easy. You just have to know if you need to add bots. The licensing has become very simple.
Depending upon the use case, the scalability has become easy. You can go up and down based on capacity and how many bots and processes you want to automate. Scalability was never an issue for UiPath Platform, and with cloud it's become all the more easier.
How are customer service and support?
It's a great product with great people who are very supportive and help everyone. I've worked with a lot of account executives, and they are true to the end. Having worked with other product companies, it is all about the sale and then disappearing.
These account executives are really helpful. They take it to the end.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
UiPath Platform has been the Cadillac of the RPA world for a reason. It's left its competitors behind. If you look at the market space about five or six years back, there was Blue Prism, Automation Anywhere, and all the others. They still exist, however, they've fallen behind UiPath Platform in terms of market share. The reason for that is the reliability, the product as a whole, support, community, all of that. All of this makes the product a lot more stable and available.
How was the initial setup?
I wouldn't call deployment simple. It isn't trivial. If you have the right set of people and partners who can really position or help you, it's not a setback, and it's relatively straightforward. If the partner's helping you and you have a very defined use case, you have your servers identified, you have everything identified, it becomes very straightforward.
The documentation UiPath provides is also pretty good. We have a good set of people who have been there, done that. That's why we find it a little more straightforward.
What was our ROI?
Agentic is the next evolution of RPA. We have customers who have saved millions of dollars or thousands of hours in terms of time saved.
The evolution now is Agentic. We want to build on top of that to help them not only automate but also orchestrate some of the tasks they're doing. It's not a question of people losing jobs, it's a question of people being re-planned to do more useful things.
On the Agentic side, there are not many ROI calculations we've done, primarily because it's relatively new. On the RPA side, we have anecdotal evidence across our customers where we've saved them millions of dollars on the finance processing side. For example, in procure-to-pay, AP and AR, reconciliation.
We've worked with other customers in hospitality where we've built technical APIs across different functions, different platforms to pull data from different places, and help them automate all of that using UiPath Platform.
What's my experience with pricing, setup cost, and licensing?
They're going through a lot of license changes right now. If you're on prem going to cloud, they've simplified it a lot. It's simple enough now. Earlier, it was a little more complicated. We work with UiPath enough to really know the license model and how it works and everything.
What other advice do I have?
In my current field of sales solutions, I've been working for about 20 years now.
The specific Agentic automation capabilities I or my clients are utilizing are agent building, orchestration, and testing. UiPath Platform support tries their best to help. It sometimes gets a bad rap as, when you get to support, it means you've tried every trick in the book.
I rate UiPath Platform eight out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner