Today I faced an issue installing the unattended robot in the production machine. I signed in with the robot account and entered the client ID and secret. The system did not recognize the license and was not giving me a proper response. I did not understand what the actual issue was and searched for the community guidelines as well. I had no issues when configuring a business user, an automation developer, or any other users, but I felt discomfort when onboarding a robot account into UiPath Platform Orchestration and connecting that with the production machine. I am not using Agentic automation in any of my production environments, but I am using it for development purposes. I am exploring the platform on the Agentic side. I was working on a use case where I wanted to extract meaningful data from a chunk of error messages. I used Maestro for that and it was working very well, so the user can easily correlate with the actual issue.
UiPath Developer at a consultancy with 11-50 employees
Real User
Top 20
Nov 25, 2025
I use UiPath Platform for development and also use Orchestrator for publishing packages. I am also exploring Agentic AI. I think UiPath Platform is a great platform in the RPA market.I appreciate Agentic Automation, but currently, I am just conducting a proof of concept on it. I am not using it for my work, only for learning purposes. I do not see much improvement there because I am not using it end to end.
IT at a manufacturing company with 1,001-5,000 employees
Real User
Top 20
Sep 30, 2025
Currently, we are using mostly RPA, which is fixed automation, outcome-based. We know what the input and output are. This will do that regular task, so that is what is current. Earlier I was preferring RPA, however after seeing agentic's potential, I wanted to explore more on agentic AI and how that entire business workflow can be automated. Currently, we are in food manufacturing, and we have many business functions such as order-to-pay or procurement-to-order. We are doing all these things by having third-party software such as an ERP suite, Snowflake, and other tools. I want to explore how we can use Maestro to bring up that entire business automation workflow. We are trying to achieve the same business flow that is happening. I wanted to try it with Maestro. We went with UiPath Platform for a specific use case. We were already doing it, however, there was significant manual involvement. So, for us to implement UiPath Platform was to find software or a tool that can automate all these things.
Portfolio Product Owner at a insurance company with 10,001+ employees
Real User
Top 10
Sep 30, 2025
My primary use cases for UiPath Platform are around investment type data, where we normally work with business units needing to pull in data where an API is not readily available. We have not started testing use cases as we are governed heavily by compliance, and we have what's called an RAIC council, so anything involving AI or LLMs has to go through them. We submit an intake form and wait for approval before we can start working on it. That being said, we have two potential use cases that we've already submitted the request to start testing out agents and AI within some workflows. I can share some details about those use cases, which are really centered around extracting data from very unstructured documents, as the structures frequently change quarter over quarter, making it quite complicated.
Application Engineer/admin at a insurance company with 10,001+ employees
Real User
Top 10
Sep 30, 2025
Using these features of UiPath Platform benefited our organization by helping us troubleshoot an issue where some buttons wouldn't get pressed during one of our workflows, and we were on our fifth or sixth try at a new package. I had the recording software capture the process, and though the file size was gigantic, we were able to see that the window wasn't maximizing to the default 1080p. It would keep it at a 640p size, which was why it was not clicking the button.
Product Owner Citizen Development at a marketing services firm with 1,001-5,000 employees
Real User
Top 10
Sep 30, 2025
My main use cases for UiPath Platform are a number of unattended bot processes that do a lot of replacing manual data entry for the underwriting and claims process. Besides that, we have a few use cases for generating employee certification letters, along with downloading a number of partner year-end statements, income statements, and things like that. As agentic automation is now coming to the forefront, we're definitely looking to move to that case, going from just using AI and also the agentic piece of it as well. We do have a few use cases in mind, however, we are trying to find the right fit, and part of this conference is helping us figure out. We are getting ready to use Autopilot as part of Test Manager, Test Suite, since we just moved to the cloud for our Orchestrator, and now we'll be able to utilize Test Manager in the cloud as well, which includes the Autopilot piece we are going to be using. The department processes we will automate with this capability include software testing.
Executive Vice President at a financial services firm with 10,001+ employees
Real User
Top 10
Sep 30, 2025
My main use cases for UiPath Platform involve RPA, as we use it mostly for RPA and to automate data entry, some ETL work, control checks, and data processing. My use cases for Agentic capabilities include reporting and fund accounting features.
Director, Business Technology Engineering & Senior VP, Platform Services at a financial services firm with 10,001+ employees
Real User
Top 20
Sep 30, 2025
My main use cases for UiPath Platform are primarily around RPA capabilities, and I have over 100 automations built on it. I use a mix of both unattended and attended automation with UiPath Platform, alongside some intelligent document processing through document understanding, and I am also currently setting up a communication mining process for around half a million emails that come into our email box per year.
Assistant Vice President & Manager, Information Technology Process Documentation at a financial services firm with 1,001-5,000 employees
Real User
Top 10
Sep 30, 2025
My main use cases for UiPath Platform involve working in finance and banking, where we have a lot of manual processes relating to documentation. Sometimes, we are still getting up to speed. One of the first things we have done is to take rates from the internet and transcribe them into our system, which is something that happens daily. We also have some account cleanup tasks, such as using the bots to delete old items hanging out on our systems. Additionally, we are working on some onboarding processes, covering a couple of different areas.
Director Of Operations at a healthcare company with 11-50 employees
Real User
Top 10
Sep 30, 2025
My main use case for UiPath Platform is that we use it for a lot of revenue cycle operations, automating different tedious revenue cycle tasks, besides automation.
Senior RPA Developer at a insurance company with 10,001+ employees
Real User
Top 10
Sep 30, 2025
At my current job, my main use case for UiPath Platform is general processes for finances, where many of them deal with finances. We do data entry with UI automation, and I would say the majority is UI automation.
Rpa Developer at a insurance company with 10,001+ employees
Real User
Top 10
Sep 30, 2025
My main use case for UiPath Platform is that I do a lot of automation, being a developer as well as a BA, and mainly we help businesses and financials using Orchestrator.
Rpa Developer at a outsourcing company with 1,001-5,000 employees
Real User
Top 10
Sep 30, 2025
My main use cases for UiPath Platform are web extraction, automations to automate business procedures in finance and accounting, and sometimes for professional development and business development.
Senior Manager, Tools & Automation at a tech vendor with 10,001+ employees
Real User
Top 10
Sep 30, 2025
We primarily use UiPath Platform to replicate business processes in the order management space, the service assurance space, the supply chain and warehouse spaces, as well as the business intelligence space.
Manager Of Supply Chain Analytics at a retailer with 1,001-5,000 employees
Real User
Top 10
Sep 30, 2025
I'm trying to think of some good data points or examples on the spot. One of the things that our company struggles with is that we've bought a lot of different systems that don't integrate with one another. What I've really tried to do since starting to utilize UiPath Platform is find ways to make these imperfect systems work together, whether it be Mike Albert for fleet data, Azuga for safety-related data, or Snowflake for data warehousing. I aim to take all that data, put it into our Snowflake warehouse, and then visualize it in Power BI and other tools, so the sky's the limit, and I know we even use it for Amazon, Walmart, and various other processes.
Program Manager at a healthcare company with 10,001+ employees
Real User
Top 10
Sep 30, 2025
Right now we're splitting our main use cases for UiPath Platform between supply chain and finance with some rev cycle. Within finance, what we've automated includes invoicing for non-patient billing for third-party clients, particularly as it interacts with PeopleSoft, so users don't actually have to have access to PeopleSoft. We've automated them being able to get their invoices, and within supply chain, many automations are around purchase orders and updating statuses and things like that.
Associate Director, Intelligent Automation at a pharma/biotech company with 1,001-5,000 employees
Real User
Top 10
Sep 30, 2025
Our main use cases for UiPath Platform are around document handling, basically extracting data off of documents, usually in an image format or PDF format.
Solutions Architect at a tech services company with 11-50 employees
Real User
Top 20
Sep 30, 2025
UiPath Platform is evolving into an enterprise-grade platform with different services, so there's no one specific use case. We use it for multiple different use cases, however, with one of our main clients right now, it is more about UI automation, including legacy systems that don't offer any API integration, so that we can consume them as part of the end-to-end workflow.
Senior Vice President, Director of Information Technology Automation and Development at SouthState Bank
Real User
Top 10
Sep 30, 2025
Our main use cases for UiPath Platform in our current operations as a bank revolve around streamlining processes and automating paperwork and busywork for all lines of our operational business.
Senior Finance Manager at a retailer with 5,001-10,000 employees
Real User
Top 10
Sep 30, 2025
My main use cases for UiPath Platform include document understanding and transactional processing within Oracle, as well as Oracle processing. One of our biggest use cases is automating our customer service back-end operations, which are in multiple homegrown systems, so it allows us to cohesively bring them together.
The best features of UiPath Platform include their document extracting technique and OCR, which are highly effective, as well as their data management and implementation methods. Their exception handling capabilities are particularly strong in this regard. The valuable features of UiPath Studio that have helped in designing automation processes include document understanding to process or scan documents, recent authentic automation that's currently in high demand, and their UI apps integrated with the studio, along with their assistance to trigger the process from the client side.
Senior Solution Architect at a computer software company with 1,001-5,000 employees
Real User
Top 20
Aug 8, 2025
My role is Solution Architect and Delivery Lead. We are exploring multiple use cases across different domains including banking, manufacturing, and insurance. Recently, we have been exploring manufacturing use cases, invoice dispute finding, three-way matching, and HR onboarding. We are also trying to automate the end-to-end underwriting flow in insurance.
My use case for UiPath Platform includes various automations such as web automation, desktop automation, SAP integration, and ServiceNow integrations. I have been involved in multiple developments and completed multiple end-to-end automations.
IT Performance and Capacity Manager at a computer software company with 1,001-5,000 employees
Real User
Top 20
Aug 6, 2025
I have not yet utilized the AI integration features of UiPath Platform as I am still exploring AI as a whole. I mainly make use of its unattended automation options, while attended automation usage is very minimal.
My main use case for UiPath Platform is to automate SAP processes and to do Excel automations with VBA and Python. In my day-to-day work, those automations look like many processes I do, such as generating invoices for the merchants and invoices for the logistic team. I don't have anything else to add about my main use case or any other types of automations I've built with UiPath Platform.
Intelligent Automation Consultant at a insurance company with 1,001-5,000 employees
Real User
Top 10
Jul 9, 2025
In eight years, I have done many different things with the UiPath Platform. I work as a software developer with the UiPath Platform in the insurance industry.
Associate Consultant at a tech vendor with 10,001+ employees
Consultant
Top 10
Jun 12, 2025
My current use cases for the UiPath Platform include web development, web automation, desktop automations, and using document understanding, along with PDF automation using document understanding.
Owner at a insurance company with 10,001+ employees
Real User
Top 5
May 2, 2025
The UiPath Platform is used to automate business processes, mainly task automation and process automation that requires manual repetitive tasks. It is similar to Blue Prism, with additional integration capabilities such as Salesforce, CRM, and a better ecosystem. It is a low code, no code development tool for rule-based process automation. The UiPath Platform helps enable end-to-end automation, but it is not suitable for all processes. The product is designed for rule-based automation. The machine follows the same instructions every time to automate manual repetitive work. If your pathway changes, considering the difference between deterministic versus non-deterministic or stochastic automation, the UiPath Platform is more deterministic. It performs the same exact actions every time. If the work requires different paths each time with dynamic decision-making capabilities, you would need to look beyond the UiPath Platform or integrate it with AI agents.
RPA Developer at a consultancy with 11-50 employees
Real User
Top 10
Apr 7, 2025
I have automated a few basic business workflows. They were simple automations. In terms of complex workflows, generally, we have some kind of system to interact with over a browser. There are specific sites such as SAP or other HR applications that usually have browser UIs. Browser interactions are the best I have found with RPA solutions. We have tested the Document Understanding feature, which seems promising. Although I haven't developed a proper workflow for that use case, it looks useful. The framework seems to help set up the development process without needing extensive programming knowledge. We also use UiPath in our Microsoft environment, particularly for core applications such as Excel, Word, and Outlook. Excel activities are very useful, so it has become a core element of our workflows. As a developer, I enjoy using Visual Studio to create custom activities based on specific business workflow requirements. There are also a few use cases for agentic automation. A core element is processing the source document, whether it's Microsoft Word, PDF, JSON, or XML. It parses the documents, retrieves required data, and pushes the data into a target system, such as a database or Excel table. The automation acts as an automated interface, moving data from a source system to a target system. UiPath helps speed up digital transformation and ideally reduces associated costs. Though there are instances where the frequency of automation has decreased, impacting overall effectiveness, generally, our automations operate ten to hundreds of times faster than manual processing. There's a notable reduction in human error. Partners are often surprised that the automated process doesn't make mistakes. While we can't predict all unexpected issues, business-related errors are virtually non-existent once a process is automated.
Developer at a manufacturing company with 10,001+ employees
Real User
Top 5
Mar 18, 2025
We are using UiPath as an RPA solution, utilizing its capabilities for document extraction, intelligent OCR, and intelligent automation. Once it became available in-house along with the robot environment, we started using it.
Student at a university with 1,001-5,000 employees
Real User
Top 10
Mar 11, 2025
I have used UiPath for very few projects. My go-to tool when it comes to automation is Power Automate. The reason for that is that I work in the Microsoft 365 environment, so Power Automate is better connected than UiPath. With UiPath, I helped some organizations in my company automate tasks like data entry into systems such as SAP.
Leveraging my extensive education, experience, and expertise, I specialize in implementing UiPath and Microsoft Power Automate to transform and automate business applications across diverse domains. These include Finance, Accounts, Master Data, Procurement and Sourcing, Call Center Operations, HR, E-commerce, and IT processes. The overarching goal is to enhance operational efficiency, reduce manual effort, and scale automation for sustainable business impact.
Office Tools: Microsoft Excel, Outlook, PDFs, Word
Service Management Platforms: ServiceNow, eSD
E-commerce Platforms
Financial Systems: Trax, Blackline
Databases: MySQL, SQL DB
AI Tools: Integration with ChatGPT
Representative RPA Use Cases:
1. Master Data Management:
Automating exchange rate uploads in Oracle Fusion and Oracle EBS.
Preparing financial authorization limits for ERP systems.
Managing seamless updates to authorization limits in Oracle EBS, SAP, and Workday.
Ensuring accuracy in item creation workflows for ERP systems.
Streamlining supplier onboarding with automated employee supplier creation.
Enhancing ERP security through automated password updates.
2. Finance and Accounting (R2R, O2C, P2P):
Automating bank reconciliations for precise transaction matching.
Enhancing Accounts Payable with invoice uploading automation.
Performing quality assurance for AR invoices.
Preparing data for tax codes and natural accounts efficiently.
Generating exposure reports for improved risk management.
Automating vendor payments and customer receipt processes.
3. Procurement and Sourcing:
Streamlining PR/PO approval workflows for faster decision-making.
Circulating RFQs and automating quotation analysis for expedited sourcing.
4. Call Center Operations:
Resolving customer phone number issues through automated ticket workflows.
Streamlining phone number cancellations for better service management.
5. HR Processes:
Automating CV scanning and shortlisting to expedite recruitment.
Enhancing workforce planning with automated employee data analysis.
6. E-commerce:
Automating order creation and reporting for accuracy and efficiency.
Streamlining order approval processes.
Managing inactive customer data for optimized CRM.
7. IT Processes:
Querying data from MySQL and SQL databases for faster insights.
Executing scripts for routine data management tasks.
Enabling seamless data exchange through API integrations.
Through these applications and use cases, I have consistently delivered measurable value by aligning RPA solutions with organizational objectives, enhancing productivity, and driving innovation across business processes.
Currently, we do not have any AI use cases. I work for a healthcare system. Our main use case is using UiPath to replicate what medical coders do. We input codes from certain medical systems into another, and it automates our billing cycle. This allows us to input the codes directly into the insurance billing cycle, speeding up our payment process.
Senior Software Engineer at a financial services firm with 10,001+ employees
Real User
Top 10
Nov 19, 2024
The primary use case for UiPath is to automate tedious tasks in my organization and previous organizations. It's very friendly, offering free licensing, which makes it easy for people to learn and work with it. The ability to automate repetitive activities that take a lot of time is a significant advantage.
Rpa Systems Analyst at a recruiting/HR firm with 10,001+ employees
Real User
Top 20
Oct 23, 2024
We adopted UiPath to leverage its generative AI capabilities for rule-based automation. This technology enhances the resilience of our automated processes, ensuring continued functionality even when underlying systems or data undergo changes that would typically disrupt traditional automation.
Automation Developer at a energy/utilities company with 10,001+ employees
Real User
Top 10
Oct 23, 2024
We started using AI in Document Understanding by leveraging it against our models for different documents from our customers, primarily in the finance space. We have also used AI to train models for land management documents, helping them learn as we receive new document types. Recently, we've used it to analyze documents and articles online to understand sentiment toward our company. We analyze and summarize things people say in articles or posts elsewhere, which allows us to collect industry trend data. We are considering using Clipboard AI for smaller, ad-hoc data processing tasks because it can sometimes be more effective than Document Understanding.
IT Web Developer at a printing company with 51-200 employees
Real User
Top 10
Oct 23, 2024
Our primary use case involves automating low-hanging fruit processes such as daily reporting, order entry, and AP invoice processing. We are a printing company with 33,000 to 34,000 transactions a year, and 70% of these are repeat orders that we aim to automate.
Director, Systems & Special Projects at Seaboard Marine
Real User
Top 10
Oct 23, 2024
Our primary use case for UiPath revolves around document imaging, specifically scraping data off documents and digitizing them. We only use it in our accounting department and haven't expanded it to the rest of the company. We've seen some success with the projects on the financial team, but we might be resource-constrained to get other departments involved. It's hard for them to adapt to new technologies.
We have done work for customer success by collecting information from various sources such as email, IVR, and chat. Our solution performs classification, sentiment analysis using the AI of UiPath, and then data validation and posting. We've implemented this for one of the biggest banks in India.
System admin at a healthcare company with 10,001+ employees
Real User
Top 20
Oct 23, 2024
Our primary use case involves the democratization of software through the Sysen Lever and Power User Program. Essentially, we are trying to automate complex processes that can be easily rules-based, eliminating the need for repetitive motions.
Enterprise Transformation at a manufacturing company with 1,001-5,000 employees
Real User
Top 10
Oct 23, 2024
Our use cases for UiPath AI and automation are diverse and cover a number of functional areas within our business. We are doing everything from building simple to medium to complex RPAs. We have started utilizing communication mining and have a unique use case leveraging document understanding. Essentially, we are getting our feet wet across the board.
We have been using UiPath for almost the last five years in the industry, where a lot of research development, and clinical trials are happening. Many of the processes are centered around clinical trials, especially around translation. Being a global company, we conduct a lot of clinical research involving various languages and regulations. Earlier, we were outsourcing translation services, which presented security and timing challenges. With UiPath, we built bots that collect clinical trial documents from various sources and translate them into the desired language, ensuring security and faster delivery. We no longer need to outsource, and translations are now super fast, sometimes within hours.
Rpa Business Analyst at a insurance company with 10,001+ employees
Real User
Top 20
Oct 23, 2024
We use UiPath for claims processing, enrollment, and interpreting what's on documents, and then we use the data that's in them for different purposes. I'm sure there are many other use cases. We're still brainstorming and giving our leaders some ideas. Frontline employees also have process improvement ideas.
IS at a pharma/biotech company with 10,001+ employees
Real User
Top 10
Oct 23, 2024
We use AI mainly around sales processing and document understanding. Our current use cases involve traditional automation, processing different orders, order formats, languages, and language translation, and creating actual orders in any ERP solution. We've done a Communications Mining POC, and we think that's promising, but we haven't used UiPath's process mining because we have another solution for that.
Software Automation Engineer at a tech services company with 201-500 employees
Real User
Top 10
Oct 23, 2024
I currently work for a data center company serving real estate clients. Our primary use case for UiPath involves large-scale automation using Document Understanding to process invoices. I have two models running. One is for our general invoices, including everything we pay for people coming on-site at all data centers worldwide. There's a separate model for utilities. Accuracy in our utilities spending is crucial for our data center business, where power costs are passed on to customers. Currently, we still use traditional machine learning from when we initially developed these models three years ago. However, we are creating a company strategy to implement GenAI and deal with the legal implications. GenAI is something we're considering as an enhancement to our document processing and data collection. We're still trying to figure out how that happened. We're figuring out which documents and data to include in an internal model and draw conclusions from. When working with data, our top priority is ensuring that the data is updated, accurate, and well-maintained. There's a structure involved because a ton of our information is in SharePoint, which is a mess. We have two SharePoint sites for every employee.
Automation Coe Lead at a hospitality company with 10,001+ employees
Real User
Top 10
Oct 23, 2024
We use UiPath across departments, including HR, IT, procurement, and the supply chain. One use case is hiring and other simple HR-related tasks. We also automate complex processes, like using Document Understanding and machine learning to extract vendor contract information and input it into our procurement system.
Director, Business Transformation at a tech services company with 11-50 employees
Real User
Top 10
Oct 23, 2024
Our primary use case is IDP. We're in the Fed market, so a lot of it is all IDP driven. AI and automation are priorities. We're not exclusively a UiPath shop, but we're shifting to utilize it more because we know there are opportunities, especially in the realm of document capture.
Senior Manager, Data & Analytics at Soliant Health
Real User
Top 10
Oct 23, 2024
We are considering implementing AI as we are a healthcare staffing company in the education sector. Our use case focuses on processing a large number of emails and resumes. We aim to mine resumes to determine which are best for rapid and successful placements. On the communication side, we wish to perform sentiment analysis to assess how well our salespeople respond to clients.
Senior Development Consultant at Skidmore Sales & Distributing Company, Inc.
Consultant
Top 10
Oct 23, 2024
We're a food ingredient distribution company that receives documents on ingredients' nutrition, allergens, microbial testing, etc. We primarily use UiPath to process these documents. It was our proof of concept for using the system initially, and we'll expand it to process invoices and other related use cases. We operate using an enterprise operating system. It's not a technological thing. It's how you determine project priorities. Soon, we'll set up process mining. Then, the IT team and technology group will decide what we do. Right now, the business units effectively vote on the next quarter's priorities.
Mathematical Statistician (Data Scientist) at a government with 10,001+ employees
Real User
Top 20
Oct 23, 2024
We currently use UiPath to process birth certificates. One of my tasks was to apply OCR to the birth certificates and use a named entity recognition model to extract details like the names of the individuals, parents, and the place of birth. The project requires us to handle certificates from all 50 states, and every state uses a different format. We're supposed to be doing intelligent automation, but we're not there yet. I work in the applied analytics and statistics section, and we're supposed to find ways to inject more advanced analytical methods into some of these places where we can automate. Our IT department has a CoE that conducts intake processes. They use Automation Hub to review each process, and the executive governance board votes on it. I don't know how they decide internally because I'm not part of that.
Technical Product Manager I at a financial services firm with 201-500 employees
Real User
Top 20
Oct 23, 2024
We're a financial institution, and we started using UiPath for small, simple processes and day-to-day tasks, such as adding and removing users and updating information, but we're also exploring opportunities to automate lending processes. We typically evaluate a process first to see if it's appropriate for automation. Sometimes, we've identified bad processes and needed to update documentation before we can implement them.
Dev manager at a comms service provider with 10,001+ employees
Real User
Top 10
Oct 23, 2024
We're still in the exploration and discovery phase. We're learning about UiPath's capabilities and how they fit into the overall picture. We haven't separated AI from our normal process at this point. I work in our company's contact center, and we engage them in many different ways. We talk to management about their problems, report large volumes of transactions, and work side-by-side with the agency to find trouble cases and where they frequently perform manual tasks.
We use UiPath to replicate what medical coders do by inputting codes from certain medical systems into another. It also automates our billing cycle, allowing us to input the codes directly into the insurance billing system to receive payments faster.
We are a diagnostic laboratory that receives tissue samples from all over the country daily. To manage these, we implement UiPath for Document Understanding to process requisitions from clinical providers. This information is then loaded into our laboratory information system, enabling us to carry out the diagnostic process. We have a dozen bots operating across various functions, assisting in tasks such as screening resumes in HR and data entry on patient information.
We primarily use UiPath to move data and consolidate data formats efficiently. We are involved in claims management within healthcare. We are also exploring DevOps tooling and CI/CD pipelines, and automated testing.
Program Specialist at a healthcare company with 1,001-5,000 employees
Real User
Top 10
Oct 23, 2024
One of our simpler UiPath use cases involves running an SQL query, copying the results into a spreadsheet, and then emailing them to the appropriate people. We also have a third-party system for parking at the hospital. Visitors need to fill out a web form, and the automation process kicks in once the web form is filled out. The data is input into a database and then automatically processed in bundles. The form is filled out automatically for them, and it batches every thirty minutes.
We're an insurance company, so we use UiPath to enter customer and policy data. Four of us work on the data side of bot development, which is our department's priority. We have multiple inflows of different ideas and use cases coming from various departments that ensure the company runs smoothly and efficiently. Implementations and updates allow for frequent email communications on Monday mornings weekly. Our team sends out email notifications if anything significant is urgent. We're still working on some of the aspects that we're looking to solve by attending this event. We've got some integrations that UiPath provides.
RPA Developer at a consultancy with 10,001+ employees
Real User
Top 20
Sep 19, 2024
For two years, I have focused on automating workflows related to processing documents in formats like PDF, Excel, and CSV. Using the document understanding feature, we have handled forecast orders and purchase order invoices. If you use input files like Excel, PDF, and CSV, we can automate file validation, such as checking data accuracy, format compliance, or missing information. It's integrated with Boomi, so after the files are validated, they're sent to Boomi for further processing. Boomi provides us with the RTF file, and we use UiPath to validate its contents and correctness. It automates the process of converting the RTF file into an Excel file. Another process is remittance, where we can get files from clients, validate them, and submit them to the credit managers for correction.
Software Engineer II at a tech company with 10,001+ employees
Real User
Top 10
Sep 16, 2024
I piloted the introduction of UiPath to my team with two projects. The first, domain monitoring, automated our ten-plus Pega applications' quarterly security and health checks. We designed an architecture that could be mapped across all domains, streamlining the process to run weekly instead of quarterly. This provided timely reports on application health via Webex. The second project was a more straightforward test suite automation for another UI-based application. These two successful pilot projects showcased the capabilities of UiPath, with the domain monitoring still in use today.
RPA Delivery Lead at a manufacturing company with 10,001+ employees
Real User
Top 10
Sep 2, 2024
We use UiPath to automate ERP and CRM portal processes, integrate them with SAP and various external applications, gather data, and perform functions to generate reports. UiPath enables us to carry out numerous activities, and its usage is not limited to a single variable but rather multiple ones. UiPath's primary goal is to enhance the scalability and accuracy of daily tasks within any organization. The core concept behind UiPath is to boost productivity by mimicking human actions, automating repetitive tasks and freeing up time for individuals to focus on other activities.
In Brazil, we have some standard processes. Basically, some companies operate in similar ways. I cannot give all the details, but there is a process for financial invoices. To automate this process, we normally use UiPath.
I use this solution for automating customer processes. I have been working with this for almost seven years and am responsible for automating various business processes across different industries such as finance, telecommunications, and airlines. I have experience working with numerous sectors and do not use it for personal reasons.
Our team manages RPA licensing, including evaluating other tools besides UiPath. We consider factors like upcoming automation reports and license renewal costs when deciding between UiPath, Power Automate, or other options. By comparing features and licensing expenses, we make informed choices about which RPA tool best suits our needs. UiPath handles our invoice processing and a variety of ERP tasks, including automating processes in SAP and Oracle. We also leverage it for some portal interactions and other invoice-related functionalities. We use the UiPath orchestrator platform.
Development Engineer 3 at a comms service provider with 10,001+ employees
Real User
Top 5
May 1, 2024
UiPath is a business automation platform that allows us to design and implement rule-based automation across various applications. In essence, we define the rules and conditions e.g., for processing data in a CRM system, and UiPath automates the entire workflow. Beyond processing, UiPath can also automate tasks like document reading, data entry, and system updates e.g., price changes. In our specific role within the telecom domain, we might use UiPath for design integration, network optimization, and other tasks defined by our business rules. It's important to remember that successful automation requires well-defined rules, test data, and an evaluation of scalability and return on investment. UiPath's strength lies in its ability to integrate with various applications, including Office 365, CRM systems, and HR applications, as long as these applications have a user interface with identifiable elements or objects.
IT Adviseur SCD / RPA Consultant / Blockchain Consultant at a tech services company with self employed
Real User
Top 5
Apr 10, 2024
The use cases for UiPath depend on the specific requirements of each department within an organization. We typically meet with small groups of employees to identify potential automation opportunities within their departments. If a use case is suitable for automation, we develop the feature and build the bot for the customer.
Automation Practice Lead - APAC at Boundaryless Group
Real User
Top 5
Mar 23, 2024
We mainly use UiPath for automation testing processes. I am from delivery and project management, and I have a team member under me who is developing automation processes for me.
Technology lead - Intelligent Automation at a educational organization with 11-50 employees
Real User
Top 20
Feb 13, 2024
The use cases are quite broad. UiPath is used in customer contact centers, supply chain management, operations, etc. It is useful for the intelligent automation of task-oriented processes.
We use it to automate repetitive processes. We are also using it to manage people and costs. I have used it for automation in telecommunication, HR, and finance. I have also done two projects for IT. It is a combination. I have worked on all these different projects.
We are using UiPath to automate many processes. In my first job, I worked on billing and ticketing. We were automating the process for ticketing and billing for audit. The robot was responsible for auditing the process of an application. It was responsible for calculating the difference between the amount deposited by the visitors and the amount calculated and predicted by the application. It would then decide if it was the correct currency or not. Currently, I am working on many applications, but the classic ones are where we are reading data from Excel or databases and then clarifying the data or closing some billings. I am also working on the process of taking some reservations on some sites. I also sometimes use it to automate something on my personal laptop.
We are using UiPath for some automations. One of the roles that I have handled over the last two years was related to customer service. In customer service, you tend to have a lot of inquiries and redundant work that can be done through RPA automation. We managed to use it to reduce a lot of recurring tasks. Our experience is very nice when using automation to reduce the workload. There are a lot of cases related to user inquiries or figuring out how to do things, as well as some tasks related to setting passwords, creating shared folders, and creating virtual machines. These types of workflows are tasks that require only line manager approval, and things can be done without daily human intervention. We have managed to automate staff onboarding and related tasks. I have recently changed to a governance role. I am now the governance director at the company. A part of my governance role is taking care of internal and CSR committees. We are considering using automation for good causes. We are now both a customer and a partner of UiPath. We are using UiPath as a partner because we are selling it to customers and we are also using it internally for the benefit of our employees.
RPA developer at a tech services company with 51-200 employees
Real User
Top 10
Jan 31, 2024
I developed several use cases using UiPath. One involved website scraping, where I extracted data like temperature, humidity, and pressure for various cities from a specific website and displayed it in an Excel sheet. This was a small project, but my main focus was a prototype for a client: digital marketing automation. Using UiPath, I created an automation to automatically post articles on different social media platforms.
Technology Advisory Team Lead (RPA) at Ernst & Young
Real User
Top 20
Jan 22, 2024
We needed a solution for users that had too many manual tasks. We're in a large bank, and there are tasks like account opening or other items that can be automated using the UiPath system. It can handle auditing as well.
Presales Solution Architect at a tech vendor with 1,001-5,000 employees
Real User
Jan 9, 2024
We are a partner of UiPath and a system integrator for our clients. For most clients, we tend to begin by focusing on areas with the highest potential for automation. This typically includes finance, procurement, or HR functions, with the first two being the most common choices. These areas are chosen because their processes are generally stable and repetitive, making them ideal starting points for RPA implementation. However, our experience doesn't end with just one client. We've had numerous engagements, including with large, multi-company groups. Once one division like the "glass division" successfully implemented RPA, it often sparked interest in other divisions like the pharmaceutical division. Demonstrating a solid proof of concept makes it easier to scale the technology to diverse use cases across the organization. Ultimately, overcoming the initial hesitation and showcasing the tool's benefits is crucial. Once the value becomes apparent, a shift often occurs, transitioning from a client-driven demand to a proactive push from various departments eager to eliminate tedious manual tasks.
Start small and then excel it is important for the Organization to increase the awareness and literacy about RPA.
1. You will need to start with Task Automation in most of your initials automation. ( Don't think big to start or else you will end up with only discussion no conclusions)
2. These tasks will be tied up to some part of the business process. ( Please see the tips below)
3. Focus only on task automation with a simple rule of targeting tasks that consume a lot of time of your IT/Business Users.
4. As a quick win go ahead with IT automation cases 1st and they easily help to spread awareness within the business by doing Show-n-Tell session with business.
5. It took me 2 IT RPA cases as our 1st quick win and took me 41 sessions with business users from various departments to get the pipeline for RPA cases.
6. If you follow this mantra you will soon see the results flooded with RPA opportunities - we have 40+ Identified cases and 175+ cases on task automation for ERP.
Please find attached snapshots :
1. How to Choose a correct RPA case: drive.google.com/file/d/1NtwVaaxP-fpHgkP4hQNAZilq0xiDC1HW/view 2. RPA Case automation life cycle as you mature -> Task -> Component -> Sub-Process -> Process: drive.google.com/file/d/140zUzHTwSZ7lwEibOLt1JsNUZeMt7NNu/view ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Final Tip:
1. Identify RPA cases which are Highly-repetitive, Highly manual, Too many FTEs required.
2. Information intensive activity: Copying, pasting and validating data between systems, portals, application, pdf/excel files etc.
3. Rigorous keystrokes and mouse clicks, Hopping between applications
4. Any mind-numbing office task that kills time and energy
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Our primary use of this solution, as a company, was to eliminate or at least simplify and reduce the number of boring, repetitive administrative tasks that take our precious time. We are a business consulting company and lots of clients try to contact us on multiple channels that we are available on. Our company, in partnership with UiPath, implemented an unattended robot that saves our time and energy. We call it our colleague that works independently, full time and helps us without requiring emotional support.
Data Analytics and Business Intelligence Manager at a computer software company with 201-500 employees
Real User
May 3, 2021
We mainly use UiPath in CRM business process controls and transferring contracts to the ERP system. In addition, many information messages sent to our customers are managed by our robot. In this way, we provide more accuracy and efficiency by doing routine work with the robot.
RPA Developer at a performing arts with 10,001+ employees
Real User
Feb 18, 2021
We use it for financial use cases: purchase-to-pay processes, reconciliation processes, vendor payment, and merchant payments. This is just in finance. Then, we have retail order processing, order creation, PO generation, delivery note generation, and all those things in retail. We even have banking processes as well, such as a payments portal. We use it in most of the fields. We don't use cloud licenses. Most of our licenses are on-prem. We use both attended and unattended automation in UiPath.
RPA Solution Expert at a non-tech company with 10,001+ employees
Real User
Feb 17, 2021
We started using UiPath for our finance department where it provides us fantastic capabilities by automating one of the processes that is running overnight, a process which includes non-variable and repetitive tasks. Using SAP, as part of our regular operations, we have to submit some account details every night. We automated a process which was very time-consuming and structured, with rule-based tasks. Then we started with the sales department as well, on the promotion side. We are a beverage company and we have to set up promotions for our distributors and our customers. We have a third-party application that helps us with our promotions, but it's a very complicated application. We use UiPath to help automate parts of that application. These are two of the early and major processes which I have developed. As of now, we have more than 100 use cases which we have developed. Some are related to ServiceNow, some are related to SAP, and some are for Salesforce. We are using both its attended and unattended capabilities. We have more than 30 robot licenses, unattended and attended licenses. We are using their Automation Cloud.
Oracle ERP Consultant at Al-Falak Electronic Equipment & Supplies Company
Real User
Jan 12, 2020
We use robotic process automation to automate the business process of the company. We are using the Oracle JD Edwards. We have automated the HR process for the payroll and payslips. We used UiPath for the scanning of attachments and uploading/attaching them in the Oracle system automatically. Previously, we used to take a day or two in doing so. Most of the daily human errors are minimized. We used this for automated internal requests including automatic reconciliation instead of several clicks from the user and automatic correction of the master records or any change required.
I have been using UiPath in the healthcare area and right now, I am developing a healthcare project. I have also used it in retail projects and we have automated entire retail systems for vendors and customers. This has given them more reliable action and product services that are beneficial for both the organization and the user.
RPA Developer at a tech vendor with 10,001+ employees
Real User
Dec 18, 2023
I am working for a client. I am using on-premises UiPath Orchestrator. I have installed UiPath Studio and deployed some processes for automation. I have used it for SAP automation, Excel automation, and web automation. I have not yet used the AI functionality. I might use it in the future.
RPA Developer at a tech services company with 51-200 employees
Real User
Dec 13, 2023
UiPath provides a platform for building, managing, scheduling, and monitoring automated processes. We use it for various processes, such as cost analysis, repairing permissions, and manipulating Excel data.
DevOps Engineer at a tech services company with 11-50 employees
Real User
Nov 10, 2023
I have done the certification in Microsoft Certified Solution Associate (MCSA) and Microsoft Azure Administration. I look after the actual environment site where we can run the bots. We watch the environment's behavior, and we operate the Orchestrator, which is connected to the AI system. We run different types of processes through Orchestrator, and I am the administrator of Orchestrator. I give the rights and assign roles to the users.
We are using UiPath for office automation for our clients. We use many activities of UiPath. We are using CV, RegEx, Excel automation, and email automation. We are working on a project for a billing company in the US that takes care of patient records for a hospital and saves them on a website. We are handling the patient billing system. We have an email as input at the start of the automation. The bot reads the input. In the input, we have the patient's name and date of birth. The bot searches the patient's name in the EMR hospital application and gets the PDF from the application. We have put some filters on the application. In the PDF, we have a patient's details and a record of their visits and the issues they are having. The bot then uploads the PDF on a website. We process multiple records. There could be 2,000 pages or 500 pages. It varies based on the patient. For example, an 80-year-old might visit the hospital once or twice a week and will have a bigger file with notes and pictures of their visits. We follow HIPAA regulations for extracting patient information.
Manager Digital Enablement at a comms service provider with 10,001+ employees
Real User
Oct 26, 2023
We use UiPath in various internal departments to automate our HR, financial, and IT operations, including access management and ISO compliance to control traffic. We have UiPath deployed both on-premises and in the cloud.
SharePoint Shifu at a insurance company with 5,001-10,000 employees
Real User
Oct 24, 2023
The primary use case for document processing, automating data extraction from previously hard-to-access documents. This saves time, reduces manual work, and makes hidden data more accessible and usable.
We use UiPath to automate the repetitive tasks typically performed by knowledge workers, with a primary focus on areas such as finance, HR, and supply chain.
Head of uipath delivery at a tech services company with 1-10 employees
Real User
Oct 24, 2023
We are a consulting firm. We started last year, and we are growing pretty rapidly. We have quite a few document-understanding processes that we are working on. We are a partner of UiPath, so we have various clients in different industries. Currently, we are processing vendor statements to create payments in NetSuite. We also have a three-way match cache application process, and then we have a basic user interface for scraping vendors' websites for payment data and that kind of thing. We are trying to figure out how to incorporate LOMs with everyday processes and get reliable information back. We are also training a lot of machine learning models to extract data from PDFs along with processing contracts. I hope that those get easier to train and that there are more reliable answers or outputs from the models that we train.
We use UiPath across a diverse range of functions and departments, encompassing accounting, human resources, loan servicing, employee progress tracking, and loan origination.
I'm a network engineer at a nuclear power plant, and I oversee multiple crews. I use UiPath to automate the voicemail system, send alerts, and run tests. Our company has about 12,000 employees.
We use UiPath to automate various processes across different functions within our organization including back-office operations, with a particular emphasis on finance, procurement, HR, and IT, as RPA technologies initially emerged from the finance sector. Also, we extend our automation services to areas directly associated with production and supply chain operations.
Manager at a tech vendor with 1,001-5,000 employees
Real User
Oct 23, 2023
We primarily use UiPath for RCM and it can handle most tasks effectively, especially when dealing with data extraction from PDF files. There might be more complex scenarios where AI could be more suitable, although the implementation might be challenging. We are in the process of evaluating these AI-powered use cases.
Intelligent Automation Anakyst at a tech vendor with 10,001+ employees
Real User
Oct 23, 2023
We had two distinct automation needs. First, we aimed to simplify the process of obtaining weekly updates on new employees. This involved automating navigating a portal, identifying new employees, and distinguishing between contractors and full-time employees and aims to streamline maintaining an accurate and current employee database for your company. The second use case focused on case number categorization. We needed to categorize cases originating from sources like SSM, DC Salesforce, and others into different categories, such as origin-related or finance-related, to prioritize and address them based on their urgency and type.
Solution Architect at a retailer with 5,001-10,000 employees
Real User
Oct 23, 2023
I use UiPath for a variety of tasks, including automating user interfaces, processing documents, utilizing process mining, performing test automation, and even handling natural language processing.
Developer at a healthcare company with 10,001+ employees
Real User
Oct 23, 2023
We use UiPath to automate the extraction of information from PDF files and populate websites with this data. Our primary goal is to save time for our business users, allowing them to focus on more engaging tasks instead of manually clicking and inputting information on various websites.
Sr Automation Engineer at a insurance company with 1,001-5,000 employees
Real User
Sep 26, 2023
I have been in three different organizations working with UiPath. In all of them, I had to create the center of excellence for UiPath. For automation, we decided to use UiPath because it was easy to learn. We had citizen developers involved. Most of the use cases were typical manual repetitive tasks and did not involve too much intelligence. I did not use the AI components in any of the use cases that I have done in the past. We mainly had end-to-end automation of simple processes. They were not too complex. I have worked in the energy sector, and there were processes that were connected to renewable energy projects, but they were not related to a good cause, such as improving sustainability. We also had processes that did not provide any financial gains for the company, but they improved the motivation of employees. For example, we automated a process to check employees' birthdays and sent an email congratulating the person and tagging their manager as well. There were no financial gains, but it had a good impact on employees.
We use UiPath for SAP automation, detecting document sections, web automation, and external applications. We use both UiPath RPA and UiPath Document Understanding. UiPath Document Understanding is for data extraction, while we use UiPath RPA for basic purposes and use .NET. We also used UiPath once to automate processes dealing with good causes, particularly in Ecolab. The company dealt with floor cleaners and hand sanitizers for hospitals in the US, and at that time, the demand for sanitizers and floor cleaners was through the roof. It was so high that we had to automate processes using UiPath to fulfill the number of orders coming in, for instance, thirty thousand orders a day. We use UiPath in multiple departments, such as HR, Procurement, and Manufacturing.
RPA Solution Architect / Lead Developer at Texas Capital Bank
Real User
Sep 15, 2023
I'm currently working as a solutions architect as well as the lead developer for UiPath. I have a vast number of use cases in various sectors and with SAP enterprise applications. I worked in the insurance sector and health sector, accomplishing different use cases. I've used the solution in manufacturing in terms of procurement. We deal with a lot of products that come in and out and everything is being tagged in the SAP Enterprise application. We use UiPath RPA in order to close all the purchase orders that are already accomplished - and this needs to be done in SAP. UiPath is completely responsible for interacting with SAP applications in order to close purchase orders. I have developed a process that handles around 500 to 600 invoices a day, purchase orders a day. I'm running through multiple bots simultaneously.
Digital Consultant at a mining and metals company with 501-1,000 employees
Real User
Sep 13, 2023
Our use cases are generally related to front-end UI-based automations that emulate tasks done by teams. For example, we do front-end SAP automation for data entry and scraping or posting data to websites that are related to the organization. We use UiPath for other automations like extracting and manipulating data from Excel. The primary use cases are in finance, HR, and operations. In logistics, it's used in full-sprint solutions.
Consultant at a computer software company with 5,001-10,000 employees
MSP
Sep 12, 2023
We have been using UiPath to automate regular activities for a business. I'm currently working for a vendor that has a contract with a business. We are using the UiPath solution to automate all the activities that they have been doing on a regular basis. These activities have simple functions, mostly with Excel data entry and some internal applications that the client needs. So we use UiPath to take some input, and then we process the activities for the business. Then, we share our output with them as a report on a daily basis or a monthly basis.
Director at a real estate/law firm with 201-500 employees
Real User
Sep 12, 2023
We use UiPath to automate business processes. We use UiPath Orchestrator and other products in the cloud, but we deploy the robots to our own internal network. The robots are managed by the cloud, but they run within our applications on-premises. The UiPath administration system and configuration are also done in the cloud.
Regional Solution Architect at a tech vendor with 10,001+ employees
MSP
Sep 11, 2023
We work with the government on HR-related data and banking reconciliation. We use the solution in the insurance industry for claims management. We use the product in different use cases. We use it for automating repetitive tasks, email and document parsing, and posting data from different systems to centralized systems. In most cases, we use it to compare different Excel sheets for reconciliation and updating the master system.
I am a UiPath developer. I have automated web-based processes like HR and finance. I have also worked on a use case consisting of web-based automation, Excel automation, and email automation.
UiPath Architect at a financial services firm with 5,001-10,000 employees
Real User
Sep 1, 2023
I've used the solution within the healthcare system in the past. At this time, I use it for mortgages. I use the solution to automate any digital processes that have specific rules and steps to follow and can potentially save the company a lot of time and money.
Chief Information Officer at a tech services company with 5,001-10,000 employees
Real User
Aug 3, 2023
We have many use cases, but the primary ones are on the finance side for intelligent automation. We use it for system updates and system manipulations.
I work on database automation. We just delivered a dynamic workflow in an Excel automation as well. We work on many types of formulas. In addition, we develop physical automation. For example, we created a process that posts many photos at once on many groups.
We utilize UiPath to manage workflows and deploy application solutions into our customers' environments. UiPath simplifies various business tasks, such as automating applications, Excel, and segregating data. We deploy UiPath both on-premises and in the cloud depending on the customer requirements.
RPA Developer at a tech services company with 51-200 employees
Real User
Aug 2, 2023
I use UiPath for invoice processing. We download all the invoices from our application and then send them individually to the respective customers via email. This involves email automation and automation of the user interface.
I am a developer, and I use UiPath to extract PDFs for invoices and logistics in the banking industry. UiPath can be deployed either on-premises or in the cloud, depending on the customer's requirements.
Chief Commercial Officer (CCO) at a tech services company with 11-50 employees
Real User
Jul 4, 2023
I use it for RPA in bank reconciliation, credit card operations, retail banking, vendor invoice management, purchase order matching, and employee onboarding.
Senior Sales Manager at a manufacturing company with 501-1,000 employees
Integrator
Jun 29, 2023
We are a distributor and most of our customers were manufacturing and financial companies, so the use cases fell into categories like financial, accounting, and procurement departments. We used it to improve business processes.
RPA Technical Consultant at a comms service provider with 10,001+ employees
Consultant
Jun 15, 2023
We utilize UiPath to automate manual and repetitive tasks that range from simple Excel manipulations to web scraping. We have several use cases related to refinancing, such as handling accounts payable for invoice processing, remittances, and accounts receivable, among others. In addition to that, UiPath enables us to develop public-facing applications that are integrated with automation. This automation is triggered automatically whenever there are user interactions or events, resulting in numerous use cases. For instance, if the requested data is not already available in the document, we can obtain input from customers using UiPath. Furthermore, we employ UiPath products for automatic invoice processing. When we receive invoices in PDF format, we digitize them using our own OCR engine. Subsequently, this information can be utilized to save data into systems like SAP. We extensively automate ERP systems, including SAP, Oracle, and NetSuite. We also use UiPath for application testing. We have built several test cases for suppression, user acceptance, and so on, which can be scheduled to run or run on demand.
50 percent of our business involves Digital Integration Automation, specifically in the banking and finance sectors. In this domain, we automate various processes, primarily focusing on banking processes such as lending and loan administration. Our operations primarily revolve around the core banking systems of the banks. Essentially, we maintain complex systems and infrastructure utilizing over 20 automation robots through UiPath. We deploy on-premises, in the cloud, and also utilize hybrid models.
Senior Advisor at a government with 1,001-5,000 employees
Real User
Jun 8, 2023
Our primary use case is for RPA. We use it for checking invoices and sending out electronic letters. It is also going to check the absence entered by people when they are sick and see if those fill-outs are correct.
UiPath Platform is appreciated for its user-friendly interface and extensive automation capabilities, offering seamless integration with diverse applications. Its intuitive drag-and-drop functionality enables users to design efficient workflows with minimal technical expertise.
UiPath Platform delivers a robust set of features that enhance automation and productivity. With components like Orchestrator, task management is optimized, facilitating better scalability. Users benefit from advanced...
Today I faced an issue installing the unattended robot in the production machine. I signed in with the robot account and entered the client ID and secret. The system did not recognize the license and was not giving me a proper response. I did not understand what the actual issue was and searched for the community guidelines as well. I had no issues when configuring a business user, an automation developer, or any other users, but I felt discomfort when onboarding a robot account into UiPath Platform Orchestration and connecting that with the production machine. I am not using Agentic automation in any of my production environments, but I am using it for development purposes. I am exploring the platform on the Agentic side. I was working on a use case where I wanted to extract meaningful data from a chunk of error messages. I used Maestro for that and it was working very well, so the user can easily correlate with the actual issue.
I use UiPath Platform for development and also use Orchestrator for publishing packages. I am also exploring Agentic AI. I think UiPath Platform is a great platform in the RPA market.I appreciate Agentic Automation, but currently, I am just conducting a proof of concept on it. I am not using it for my work, only for learning purposes. I do not see much improvement there because I am not using it end to end.
My use cases for UiPath Platform in my organization are to automate process, operation process and the business process.
Currently, we are using mostly RPA, which is fixed automation, outcome-based. We know what the input and output are. This will do that regular task, so that is what is current. Earlier I was preferring RPA, however after seeing agentic's potential, I wanted to explore more on agentic AI and how that entire business workflow can be automated. Currently, we are in food manufacturing, and we have many business functions such as order-to-pay or procurement-to-order. We are doing all these things by having third-party software such as an ERP suite, Snowflake, and other tools. I want to explore how we can use Maestro to bring up that entire business automation workflow. We are trying to achieve the same business flow that is happening. I wanted to try it with Maestro. We went with UiPath Platform for a specific use case. We were already doing it, however, there was significant manual involvement. So, for us to implement UiPath Platform was to find software or a tool that can automate all these things.
My primary use cases for UiPath Platform are around investment type data, where we normally work with business units needing to pull in data where an API is not readily available. We have not started testing use cases as we are governed heavily by compliance, and we have what's called an RAIC council, so anything involving AI or LLMs has to go through them. We submit an intake form and wait for approval before we can start working on it. That being said, we have two potential use cases that we've already submitted the request to start testing out agents and AI within some workflows. I can share some details about those use cases, which are really centered around extracting data from very unstructured documents, as the structures frequently change quarter over quarter, making it quite complicated.
Using these features of UiPath Platform benefited our organization by helping us troubleshoot an issue where some buttons wouldn't get pressed during one of our workflows, and we were on our fifth or sixth try at a new package. I had the recording software capture the process, and though the file size was gigantic, we were able to see that the window wasn't maximizing to the default 1080p. It would keep it at a 640p size, which was why it was not clicking the button.
My main case use for UiPath Platform would be to automate user experience and make it faster.
My main use cases for UiPath Platform are a number of unattended bot processes that do a lot of replacing manual data entry for the underwriting and claims process. Besides that, we have a few use cases for generating employee certification letters, along with downloading a number of partner year-end statements, income statements, and things like that. As agentic automation is now coming to the forefront, we're definitely looking to move to that case, going from just using AI and also the agentic piece of it as well. We do have a few use cases in mind, however, we are trying to find the right fit, and part of this conference is helping us figure out. We are getting ready to use Autopilot as part of Test Manager, Test Suite, since we just moved to the cloud for our Orchestrator, and now we'll be able to utilize Test Manager in the cloud as well, which includes the Autopilot piece we are going to be using. The department processes we will automate with this capability include software testing.
My main use cases for UiPath Platform involve RPA, as we use it mostly for RPA and to automate data entry, some ETL work, control checks, and data processing. My use cases for Agentic capabilities include reporting and fund accounting features.
My main use cases for UiPath Platform are primarily around RPA capabilities, and I have over 100 automations built on it. I use a mix of both unattended and attended automation with UiPath Platform, alongside some intelligent document processing through document understanding, and I am also currently setting up a communication mining process for around half a million emails that come into our email box per year.
My main use cases for UiPath Platform involve working in finance and banking, where we have a lot of manual processes relating to documentation. Sometimes, we are still getting up to speed. One of the first things we have done is to take rates from the internet and transcribe them into our system, which is something that happens daily. We also have some account cleanup tasks, such as using the bots to delete old items hanging out on our systems. Additionally, we are working on some onboarding processes, covering a couple of different areas.
The main use case for UiPath Platform is RPA, or more specifically, Intelligent Automation.
We are exploring a use case for agentic AI right now.
My main use case for UiPath Platform is that we use it for a lot of revenue cycle operations, automating different tedious revenue cycle tasks, besides automation.
At my current job, my main use case for UiPath Platform is general processes for finances, where many of them deal with finances. We do data entry with UI automation, and I would say the majority is UI automation.
My main use case for UiPath Platform is that I do a lot of automation, being a developer as well as a BA, and mainly we help businesses and financials using Orchestrator.
My main use cases for UiPath Platform are web extraction, automations to automate business procedures in finance and accounting, and sometimes for professional development and business development.
We primarily use UiPath Platform to replicate business processes in the order management space, the service assurance space, the supply chain and warehouse spaces, as well as the business intelligence space.
I'm trying to think of some good data points or examples on the spot. One of the things that our company struggles with is that we've bought a lot of different systems that don't integrate with one another. What I've really tried to do since starting to utilize UiPath Platform is find ways to make these imperfect systems work together, whether it be Mike Albert for fleet data, Azuga for safety-related data, or Snowflake for data warehousing. I aim to take all that data, put it into our Snowflake warehouse, and then visualize it in Power BI and other tools, so the sky's the limit, and I know we even use it for Amazon, Walmart, and various other processes.
The main use case for UiPath Platform is data collection.
Right now we're splitting our main use cases for UiPath Platform between supply chain and finance with some rev cycle. Within finance, what we've automated includes invoicing for non-patient billing for third-party clients, particularly as it interacts with PeopleSoft, so users don't actually have to have access to PeopleSoft. We've automated them being able to get their invoices, and within supply chain, many automations are around purchase orders and updating statuses and things like that.
Our main use cases for UiPath Platform are around document handling, basically extracting data off of documents, usually in an image format or PDF format.
UiPath Platform is evolving into an enterprise-grade platform with different services, so there's no one specific use case. We use it for multiple different use cases, however, with one of our main clients right now, it is more about UI automation, including legacy systems that don't offer any API integration, so that we can consume them as part of the end-to-end workflow.
Our main use cases for UiPath Platform in our current operations as a bank revolve around streamlining processes and automating paperwork and busywork for all lines of our operational business.
We have about 62 bots running in production today and saving around close to 600,000 hours a year of manual work.
My main use cases for UiPath Platform include document understanding and transactional processing within Oracle, as well as Oracle processing. One of our biggest use cases is automating our customer service back-end operations, which are in multiple homegrown systems, so it allows us to cohesively bring them together.
I use this solution to automate processes and do screen scraping, image recognition, and other tasks.
The best features of UiPath Platform include their document extracting technique and OCR, which are highly effective, as well as their data management and implementation methods. Their exception handling capabilities are particularly strong in this regard. The valuable features of UiPath Studio that have helped in designing automation processes include document understanding to process or scan documents, recent authentic automation that's currently in high demand, and their UI apps integrated with the studio, along with their assistance to trigger the process from the client side.
My role is Solution Architect and Delivery Lead. We are exploring multiple use cases across different domains including banking, manufacturing, and insurance. Recently, we have been exploring manufacturing use cases, invoice dispute finding, three-way matching, and HR onboarding. We are also trying to automate the end-to-end underwriting flow in insurance.
My use case for UiPath Platform includes various automations such as web automation, desktop automation, SAP integration, and ServiceNow integrations. I have been involved in multiple developments and completed multiple end-to-end automations.
I have not yet utilized the AI integration features of UiPath Platform as I am still exploring AI as a whole. I mainly make use of its unattended automation options, while attended automation usage is very minimal.
My main use case for UiPath Platform is to automate SAP processes and to do Excel automations with VBA and Python. In my day-to-day work, those automations look like many processes I do, such as generating invoices for the merchants and invoices for the logistic team. I don't have anything else to add about my main use case or any other types of automations I've built with UiPath Platform.
In eight years, I have done many different things with the UiPath Platform. I work as a software developer with the UiPath Platform in the insurance industry.
My current use cases for the UiPath Platform include web development, web automation, desktop automations, and using document understanding, along with PDF automation using document understanding.
I mostly use the UiPath Platform for robotic automation.
Clients usually use UiPath Platform for the automation of use cases in departments like HR, Finance, and IT support.
The UiPath Platform is used to automate business processes, mainly task automation and process automation that requires manual repetitive tasks. It is similar to Blue Prism, with additional integration capabilities such as Salesforce, CRM, and a better ecosystem. It is a low code, no code development tool for rule-based process automation. The UiPath Platform helps enable end-to-end automation, but it is not suitable for all processes. The product is designed for rule-based automation. The machine follows the same instructions every time to automate manual repetitive work. If your pathway changes, considering the difference between deterministic versus non-deterministic or stochastic automation, the UiPath Platform is more deterministic. It performs the same exact actions every time. If the work requires different paths each time with dynamic decision-making capabilities, you would need to look beyond the UiPath Platform or integrate it with AI agents.
I have automated a few basic business workflows. They were simple automations. In terms of complex workflows, generally, we have some kind of system to interact with over a browser. There are specific sites such as SAP or other HR applications that usually have browser UIs. Browser interactions are the best I have found with RPA solutions. We have tested the Document Understanding feature, which seems promising. Although I haven't developed a proper workflow for that use case, it looks useful. The framework seems to help set up the development process without needing extensive programming knowledge. We also use UiPath in our Microsoft environment, particularly for core applications such as Excel, Word, and Outlook. Excel activities are very useful, so it has become a core element of our workflows. As a developer, I enjoy using Visual Studio to create custom activities based on specific business workflow requirements. There are also a few use cases for agentic automation. A core element is processing the source document, whether it's Microsoft Word, PDF, JSON, or XML. It parses the documents, retrieves required data, and pushes the data into a target system, such as a database or Excel table. The automation acts as an automated interface, moving data from a source system to a target system. UiPath helps speed up digital transformation and ideally reduces associated costs. Though there are instances where the frequency of automation has decreased, impacting overall effectiveness, generally, our automations operate ten to hundreds of times faster than manual processing. There's a notable reduction in human error. Partners are often surprised that the automated process doesn't make mistakes. While we can't predict all unexpected issues, business-related errors are virtually non-existent once a process is automated.
We are using UiPath as an RPA solution, utilizing its capabilities for document extraction, intelligent OCR, and intelligent automation. Once it became available in-house along with the robot environment, we started using it.
I have used UiPath for very few projects. My go-to tool when it comes to automation is Power Automate. The reason for that is that I work in the Microsoft 365 environment, so Power Automate is better connected than UiPath. With UiPath, I helped some organizations in my company automate tasks like data entry into systems such as SAP.
Primary Use Case for UiPath
Leveraging my extensive education, experience, and expertise, I specialize in implementing UiPath and Microsoft Power Automate to transform and automate business applications across diverse domains. These include Finance, Accounts, Master Data, Procurement and Sourcing, Call Center Operations, HR, E-commerce, and IT processes. The overarching goal is to enhance operational efficiency, reduce manual effort, and scale automation for sustainable business impact.
Key Business Applications Automated Through RPA:
ERP Systems: Oracle EBS, Oracle Fusion, SAP, Workday
Procurement Platforms: Coupa, Contiki
Call Center Tools: Order Tool, Eurika, Symbols
Office Tools: Microsoft Excel, Outlook, PDFs, Word
Service Management Platforms: ServiceNow, eSD
Financial Systems: Trax, Blackline
Databases: MySQL, SQL DB
AI Tools: Integration with ChatGPT
Representative RPA Use Cases:
1. Master Data Management:
2. Finance and Accounting (R2R, O2C, P2P):
3. Procurement and Sourcing:
4. Call Center Operations:
5. HR Processes:
6. E-commerce:
7. IT Processes:
Through these applications and use cases, I have consistently delivered measurable value by aligning RPA solutions with organizational objectives, enhancing productivity, and driving innovation across business processes.
Currently, we do not have any AI use cases. I work for a healthcare system. Our main use case is using UiPath to replicate what medical coders do. We input codes from certain medical systems into another, and it automates our billing cycle. This allows us to input the codes directly into the insurance billing cycle, speeding up our payment process.
The primary use case for UiPath is to automate tedious tasks in my organization and previous organizations. It's very friendly, offering free licensing, which makes it easy for people to learn and work with it. The ability to automate repetitive activities that take a lot of time is a significant advantage.
We adopted UiPath to leverage its generative AI capabilities for rule-based automation. This technology enhances the resilience of our automated processes, ensuring continued functionality even when underlying systems or data undergo changes that would typically disrupt traditional automation.
UiPath is used to automate processes, eliminating the need to increase headcount.
We are primarily utilizing the platform within our department to gain buy-in for the customer's system.
We are targeting utilizing Gen AI for some social media marketing. We haven't really implemented it yet.
We started using AI in Document Understanding by leveraging it against our models for different documents from our customers, primarily in the finance space. We have also used AI to train models for land management documents, helping them learn as we receive new document types. Recently, we've used it to analyze documents and articles online to understand sentiment toward our company. We analyze and summarize things people say in articles or posts elsewhere, which allows us to collect industry trend data. We are considering using Clipboard AI for smaller, ad-hoc data processing tasks because it can sometimes be more effective than Document Understanding.
Our primary use case involves automating low-hanging fruit processes such as daily reporting, order entry, and AP invoice processing. We are a printing company with 33,000 to 34,000 transactions a year, and 70% of these are repeat orders that we aim to automate.
We are primarily looking to solve business challenges related to processing unstructured documents.
Our primary use case for UiPath revolves around document imaging, specifically scraping data off documents and digitizing them. We only use it in our accounting department and haven't expanded it to the rest of the company. We've seen some success with the projects on the financial team, but we might be resource-constrained to get other departments involved. It's hard for them to adapt to new technologies.
We have done work for customer success by collecting information from various sources such as email, IVR, and chat. Our solution performs classification, sentiment analysis using the AI of UiPath, and then data validation and posting. We've implemented this for one of the biggest banks in India.
Our primary use case involves the democratization of software through the Sysen Lever and Power User Program. Essentially, we are trying to automate complex processes that can be easily rules-based, eliminating the need for repetitive motions.
Our use cases for UiPath AI and automation are diverse and cover a number of functional areas within our business. We are doing everything from building simple to medium to complex RPAs. We have started utilizing communication mining and have a unique use case leveraging document understanding. Essentially, we are getting our feet wet across the board.
We have been using UiPath for almost the last five years in the industry, where a lot of research development, and clinical trials are happening. Many of the processes are centered around clinical trials, especially around translation. Being a global company, we conduct a lot of clinical research involving various languages and regulations. Earlier, we were outsourcing translation services, which presented security and timing challenges. With UiPath, we built bots that collect clinical trial documents from various sources and translate them into the desired language, ensuring security and faster delivery. We no longer need to outsource, and translations are now super fast, sometimes within hours.
We use UiPath for claims processing, enrollment, and interpreting what's on documents, and then we use the data that's in them for different purposes. I'm sure there are many other use cases. We're still brainstorming and giving our leaders some ideas. Frontline employees also have process improvement ideas.
We have been using the RPA functionality in UiPath mostly for cash management. Our biggest use case is submitting wires and payments.
We use AI mainly around sales processing and document understanding. Our current use cases involve traditional automation, processing different orders, order formats, languages, and language translation, and creating actual orders in any ERP solution. We've done a Communications Mining POC, and we think that's promising, but we haven't used UiPath's process mining because we have another solution for that.
I currently work for a data center company serving real estate clients. Our primary use case for UiPath involves large-scale automation using Document Understanding to process invoices. I have two models running. One is for our general invoices, including everything we pay for people coming on-site at all data centers worldwide. There's a separate model for utilities. Accuracy in our utilities spending is crucial for our data center business, where power costs are passed on to customers. Currently, we still use traditional machine learning from when we initially developed these models three years ago. However, we are creating a company strategy to implement GenAI and deal with the legal implications. GenAI is something we're considering as an enhancement to our document processing and data collection. We're still trying to figure out how that happened. We're figuring out which documents and data to include in an internal model and draw conclusions from. When working with data, our top priority is ensuring that the data is updated, accurate, and well-maintained. There's a structure involved because a ton of our information is in SharePoint, which is a mess. We have two SharePoint sites for every employee.
We use UiPath across departments, including HR, IT, procurement, and the supply chain. One use case is hiring and other simple HR-related tasks. We also automate complex processes, like using Document Understanding and machine learning to extract vendor contract information and input it into our procurement system.
Our primary use case is IDP. We're in the Fed market, so a lot of it is all IDP driven. AI and automation are priorities. We're not exclusively a UiPath shop, but we're shifting to utilize it more because we know there are opportunities, especially in the realm of document capture.
We are considering implementing AI as we are a healthcare staffing company in the education sector. Our use case focuses on processing a large number of emails and resumes. We aim to mine resumes to determine which are best for rapid and successful placements. On the communication side, we wish to perform sentiment analysis to assess how well our salespeople respond to clients.
We're a food ingredient distribution company that receives documents on ingredients' nutrition, allergens, microbial testing, etc. We primarily use UiPath to process these documents. It was our proof of concept for using the system initially, and we'll expand it to process invoices and other related use cases. We operate using an enterprise operating system. It's not a technological thing. It's how you determine project priorities. Soon, we'll set up process mining. Then, the IT team and technology group will decide what we do. Right now, the business units effectively vote on the next quarter's priorities.
We are using UiPath for traditional RPA automations at the moment.
We primarily use UiPath's AI features to pull information from chatbot conversations with insurance providers and identify decisions made.
We currently use UiPath to process birth certificates. One of my tasks was to apply OCR to the birth certificates and use a named entity recognition model to extract details like the names of the individuals, parents, and the place of birth. The project requires us to handle certificates from all 50 states, and every state uses a different format. We're supposed to be doing intelligent automation, but we're not there yet. I work in the applied analytics and statistics section, and we're supposed to find ways to inject more advanced analytical methods into some of these places where we can automate. Our IT department has a CoE that conducts intake processes. They use Automation Hub to review each process, and the executive governance board votes on it. I don't know how they decide internally because I'm not part of that.
We're a financial institution, and we started using UiPath for small, simple processes and day-to-day tasks, such as adding and removing users and updating information, but we're also exploring opportunities to automate lending processes. We typically evaluate a process first to see if it's appropriate for automation. Sometimes, we've identified bad processes and needed to update documentation before we can implement them.
We're still in the exploration and discovery phase. We're learning about UiPath's capabilities and how they fit into the overall picture. We haven't separated AI from our normal process at this point. I work in our company's contact center, and we engage them in many different ways. We talk to management about their problems, report large volumes of transactions, and work side-by-side with the agency to find trouble cases and where they frequently perform manual tasks.
We use UiPath to replicate what medical coders do by inputting codes from certain medical systems into another. It also automates our billing cycle, allowing us to input the codes directly into the insurance billing system to receive payments faster.
We are a diagnostic laboratory that receives tissue samples from all over the country daily. To manage these, we implement UiPath for Document Understanding to process requisitions from clinical providers. This information is then loaded into our laboratory information system, enabling us to carry out the diagnostic process. We have a dozen bots operating across various functions, assisting in tasks such as screening resumes in HR and data entry on patient information.
We primarily use UiPath to move data and consolidate data formats efficiently. We are involved in claims management within healthcare. We are also exploring DevOps tooling and CI/CD pipelines, and automated testing.
One of our simpler UiPath use cases involves running an SQL query, copying the results into a spreadsheet, and then emailing them to the appropriate people. We also have a third-party system for parking at the hospital. Visitors need to fill out a web form, and the automation process kicks in once the web form is filled out. The data is input into a database and then automatically processed in bundles. The form is filled out automatically for them, and it batches every thirty minutes.
We're an insurance company, so we use UiPath to enter customer and policy data. Four of us work on the data side of bot development, which is our department's priority. We have multiple inflows of different ideas and use cases coming from various departments that ensure the company runs smoothly and efficiently. Implementations and updates allow for frequent email communications on Monday mornings weekly. Our team sends out email notifications if anything significant is urgent. We're still working on some of the aspects that we're looking to solve by attending this event. We've got some integrations that UiPath provides.
We use UiPath for social media marketing.
I use UiPath to automate repetitive tasks within our organization. It helps us deploy processes without human intervention for some tasks.
For two years, I have focused on automating workflows related to processing documents in formats like PDF, Excel, and CSV. Using the document understanding feature, we have handled forecast orders and purchase order invoices. If you use input files like Excel, PDF, and CSV, we can automate file validation, such as checking data accuracy, format compliance, or missing information. It's integrated with Boomi, so after the files are validated, they're sent to Boomi for further processing. Boomi provides us with the RTF file, and we use UiPath to validate its contents and correctness. It automates the process of converting the RTF file into an Excel file. Another process is remittance, where we can get files from clients, validate them, and submit them to the credit managers for correction.
I piloted the introduction of UiPath to my team with two projects. The first, domain monitoring, automated our ten-plus Pega applications' quarterly security and health checks. We designed an architecture that could be mapped across all domains, streamlining the process to run weekly instead of quarterly. This provided timely reports on application health via Webex. The second project was a more straightforward test suite automation for another UI-based application. These two successful pilot projects showcased the capabilities of UiPath, with the domain monitoring still in use today.
We use UiPath to automate ERP and CRM portal processes, integrate them with SAP and various external applications, gather data, and perform functions to generate reports. UiPath enables us to carry out numerous activities, and its usage is not limited to a single variable but rather multiple ones. UiPath's primary goal is to enhance the scalability and accuracy of daily tasks within any organization. The core concept behind UiPath is to boost productivity by mimicking human actions, automating repetitive tasks and freeing up time for individuals to focus on other activities.
In Brazil, we have some standard processes. Basically, some companies operate in similar ways. I cannot give all the details, but there is a process for financial invoices. To automate this process, we normally use UiPath.
I use this solution for automating customer processes. I have been working with this for almost seven years and am responsible for automating various business processes across different industries such as finance, telecommunications, and airlines. I have experience working with numerous sectors and do not use it for personal reasons.
Our team manages RPA licensing, including evaluating other tools besides UiPath. We consider factors like upcoming automation reports and license renewal costs when deciding between UiPath, Power Automate, or other options. By comparing features and licensing expenses, we make informed choices about which RPA tool best suits our needs. UiPath handles our invoice processing and a variety of ERP tasks, including automating processes in SAP and Oracle. We also leverage it for some portal interactions and other invoice-related functionalities. We use the UiPath orchestrator platform.
UiPath is a business automation platform that allows us to design and implement rule-based automation across various applications. In essence, we define the rules and conditions e.g., for processing data in a CRM system, and UiPath automates the entire workflow. Beyond processing, UiPath can also automate tasks like document reading, data entry, and system updates e.g., price changes. In our specific role within the telecom domain, we might use UiPath for design integration, network optimization, and other tasks defined by our business rules. It's important to remember that successful automation requires well-defined rules, test data, and an evaluation of scalability and return on investment. UiPath's strength lies in its ability to integrate with various applications, including Office 365, CRM systems, and HR applications, as long as these applications have a user interface with identifiable elements or objects.
We are using it to automate business processes in the organization.
The use cases for UiPath depend on the specific requirements of each department within an organization. We typically meet with small groups of employees to identify potential automation opportunities within their departments. If a use case is suitable for automation, we develop the feature and build the bot for the customer.
We mainly use UiPath for automation testing processes. I am from delivery and project management, and I have a team member under me who is developing automation processes for me.
We use UiPath for intelligent automation integrated with machine learning models.
We use UiPath Studio, specifically the enterprise version, for developing projects per organizational requirements.
The use cases are quite broad. UiPath is used in customer contact centers, supply chain management, operations, etc. It is useful for the intelligent automation of task-oriented processes.
We use it to automate repetitive processes. We are also using it to manage people and costs. I have used it for automation in telecommunication, HR, and finance. I have also done two projects for IT. It is a combination. I have worked on all these different projects.
We are using UiPath to automate many processes. In my first job, I worked on billing and ticketing. We were automating the process for ticketing and billing for audit. The robot was responsible for auditing the process of an application. It was responsible for calculating the difference between the amount deposited by the visitors and the amount calculated and predicted by the application. It would then decide if it was the correct currency or not. Currently, I am working on many applications, but the classic ones are where we are reading data from Excel or databases and then clarifying the data or closing some billings. I am also working on the process of taking some reservations on some sites. I also sometimes use it to automate something on my personal laptop.
We are using UiPath for some automations. One of the roles that I have handled over the last two years was related to customer service. In customer service, you tend to have a lot of inquiries and redundant work that can be done through RPA automation. We managed to use it to reduce a lot of recurring tasks. Our experience is very nice when using automation to reduce the workload. There are a lot of cases related to user inquiries or figuring out how to do things, as well as some tasks related to setting passwords, creating shared folders, and creating virtual machines. These types of workflows are tasks that require only line manager approval, and things can be done without daily human intervention. We have managed to automate staff onboarding and related tasks. I have recently changed to a governance role. I am now the governance director at the company. A part of my governance role is taking care of internal and CSR committees. We are considering using automation for good causes. We are now both a customer and a partner of UiPath. We are using UiPath as a partner because we are selling it to customers and we are also using it internally for the benefit of our employees.
I have several use cases but primarily I use UiPath to input transaction data to the websites.
I developed several use cases using UiPath. One involved website scraping, where I extracted data like temperature, humidity, and pressure for various cities from a specific website and displayed it in an Excel sheet. This was a small project, but my main focus was a prototype for a client: digital marketing automation. Using UiPath, I created an automation to automatically post articles on different social media platforms.
We needed a solution for users that had too many manual tasks. We're in a large bank, and there are tasks like account opening or other items that can be automated using the UiPath system. It can handle auditing as well.
We are a partner of UiPath and a system integrator for our clients. For most clients, we tend to begin by focusing on areas with the highest potential for automation. This typically includes finance, procurement, or HR functions, with the first two being the most common choices. These areas are chosen because their processes are generally stable and repetitive, making them ideal starting points for RPA implementation. However, our experience doesn't end with just one client. We've had numerous engagements, including with large, multi-company groups. Once one division like the "glass division" successfully implemented RPA, it often sparked interest in other divisions like the pharmaceutical division. Demonstrating a solid proof of concept makes it easier to scale the technology to diverse use cases across the organization. Ultimately, overcoming the initial hesitation and showcasing the tool's benefits is crucial. Once the value becomes apparent, a shift often occurs, transitioning from a client-driven demand to a proactive push from various departments eager to eliminate tedious manual tasks.
Start small and then excel it is important for the Organization to increase the awareness and literacy about RPA.
1. You will need to start with Task Automation in most of your initials automation. ( Don't think big to start or else you will end up with only discussion no conclusions)
2. These tasks will be tied up to some part of the business process. ( Please see the tips below)
3. Focus only on task automation with a simple rule of targeting tasks that consume a lot of time of your IT/Business Users.
4. As a quick win go ahead with IT automation cases 1st and they easily help to spread awareness within the business by doing Show-n-Tell session with business.
5. It took me 2 IT RPA cases as our 1st quick win and took me 41 sessions with business users from various departments to get the pipeline for RPA cases.
6. If you follow this mantra you will soon see the results flooded with RPA opportunities - we have 40+ Identified cases and 175+ cases on task automation for ERP.
Please find attached snapshots :
1. How to Choose a correct RPA case: drive.google.com/file/d/1NtwVaaxP-fpHgkP4hQNAZilq0xiDC1HW/view
2. RPA Case automation life cycle as you mature -> Task -> Component -> Sub-Process -> Process: drive.google.com/file/d/140zUzHTwSZ7lwEibOLt1JsNUZeMt7NNu/view
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Final Tip:
1. Identify RPA cases which are Highly-repetitive, Highly manual, Too many FTEs required.
2. Information intensive activity: Copying, pasting and validating data between systems, portals, application, pdf/excel files etc.
3. Rigorous keystrokes and mouse clicks, Hopping between applications
4. Any mind-numbing office task that kills time and energy
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Our primary use of this solution, as a company, was to eliminate or at least simplify and reduce the number of boring, repetitive administrative tasks that take our precious time. We are a business consulting company and lots of clients try to contact us on multiple channels that we are available on. Our company, in partnership with UiPath, implemented an unattended robot that saves our time and energy. We call it our colleague that works independently, full time and helps us without requiring emotional support.
We mainly use UiPath in CRM business process controls and transferring contracts to the ERP system. In addition, many information messages sent to our customers are managed by our robot. In this way, we provide more accuracy and efficiency by doing routine work with the robot.
We use it for financial use cases: purchase-to-pay processes, reconciliation processes, vendor payment, and merchant payments. This is just in finance. Then, we have retail order processing, order creation, PO generation, delivery note generation, and all those things in retail. We even have banking processes as well, such as a payments portal. We use it in most of the fields. We don't use cloud licenses. Most of our licenses are on-prem. We use both attended and unattended automation in UiPath.
We started using UiPath for our finance department where it provides us fantastic capabilities by automating one of the processes that is running overnight, a process which includes non-variable and repetitive tasks. Using SAP, as part of our regular operations, we have to submit some account details every night. We automated a process which was very time-consuming and structured, with rule-based tasks. Then we started with the sales department as well, on the promotion side. We are a beverage company and we have to set up promotions for our distributors and our customers. We have a third-party application that helps us with our promotions, but it's a very complicated application. We use UiPath to help automate parts of that application. These are two of the early and major processes which I have developed. As of now, we have more than 100 use cases which we have developed. Some are related to ServiceNow, some are related to SAP, and some are for Salesforce. We are using both its attended and unattended capabilities. We have more than 30 robot licenses, unattended and attended licenses. We are using their Automation Cloud.
We use robotic process automation to automate the business process of the company. We are using the Oracle JD Edwards. We have automated the HR process for the payroll and payslips. We used UiPath for the scanning of attachments and uploading/attaching them in the Oracle system automatically. Previously, we used to take a day or two in doing so. Most of the daily human errors are minimized. We used this for automated internal requests including automatic reconciliation instead of several clicks from the user and automatic correction of the master records or any change required.
I have been using UiPath in the healthcare area and right now, I am developing a healthcare project. I have also used it in retail projects and we have automated entire retail systems for vendors and customers. This has given them more reliable action and product services that are beneficial for both the organization and the user.
I am working for a client. I am using on-premises UiPath Orchestrator. I have installed UiPath Studio and deployed some processes for automation. I have used it for SAP automation, Excel automation, and web automation. I have not yet used the AI functionality. I might use it in the future.
UiPath provides a platform for building, managing, scheduling, and monitoring automated processes. We use it for various processes, such as cost analysis, repairing permissions, and manipulating Excel data.
I have done the certification in Microsoft Certified Solution Associate (MCSA) and Microsoft Azure Administration. I look after the actual environment site where we can run the bots. We watch the environment's behavior, and we operate the Orchestrator, which is connected to the AI system. We run different types of processes through Orchestrator, and I am the administrator of Orchestrator. I give the rights and assign roles to the users.
We are using UiPath for office automation for our clients. We use many activities of UiPath. We are using CV, RegEx, Excel automation, and email automation. We are working on a project for a billing company in the US that takes care of patient records for a hospital and saves them on a website. We are handling the patient billing system. We have an email as input at the start of the automation. The bot reads the input. In the input, we have the patient's name and date of birth. The bot searches the patient's name in the EMR hospital application and gets the PDF from the application. We have put some filters on the application. In the PDF, we have a patient's details and a record of their visits and the issues they are having. The bot then uploads the PDF on a website. We process multiple records. There could be 2,000 pages or 500 pages. It varies based on the patient. For example, an 80-year-old might visit the hospital once or twice a week and will have a bigger file with notes and pictures of their visits. We follow HIPAA regulations for extracting patient information.
We use UiPath in various internal departments to automate our HR, financial, and IT operations, including access management and ISO compliance to control traffic. We have UiPath deployed both on-premises and in the cloud.
The primary use case for document processing, automating data extraction from previously hard-to-access documents. This saves time, reduces manual work, and makes hidden data more accessible and usable.
We use UiPath to automate the repetitive tasks typically performed by knowledge workers, with a primary focus on areas such as finance, HR, and supply chain.
We are a consulting firm. We started last year, and we are growing pretty rapidly. We have quite a few document-understanding processes that we are working on. We are a partner of UiPath, so we have various clients in different industries. Currently, we are processing vendor statements to create payments in NetSuite. We also have a three-way match cache application process, and then we have a basic user interface for scraping vendors' websites for payment data and that kind of thing. We are trying to figure out how to incorporate LOMs with everyday processes and get reliable information back. We are also training a lot of machine learning models to extract data from PDFs along with processing contracts. I hope that those get easier to train and that there are more reliable answers or outputs from the models that we train.
We use UiPath across a diverse range of functions and departments, encompassing accounting, human resources, loan servicing, employee progress tracking, and loan origination.
I'm a network engineer at a nuclear power plant, and I oversee multiple crews. I use UiPath to automate the voicemail system, send alerts, and run tests. Our company has about 12,000 employees.
We use UiPath for marketing, accounting, and sales.
We use UiPath to automate various processes across different functions within our organization including back-office operations, with a particular emphasis on finance, procurement, HR, and IT, as RPA technologies initially emerged from the finance sector. Also, we extend our automation services to areas directly associated with production and supply chain operations.
We have a variety of use cases, primarily in finance and HR, which make up around seventy percent of our use cases.
We use UiPath for automating tasks for customer operations.
We primarily use UiPath for RCM and it can handle most tasks effectively, especially when dealing with data extraction from PDF files. There might be more complex scenarios where AI could be more suitable, although the implementation might be challenging. We are in the process of evaluating these AI-powered use cases.
We had two distinct automation needs. First, we aimed to simplify the process of obtaining weekly updates on new employees. This involved automating navigating a portal, identifying new employees, and distinguishing between contractors and full-time employees and aims to streamline maintaining an accurate and current employee database for your company. The second use case focused on case number categorization. We needed to categorize cases originating from sources like SSM, DC Salesforce, and others into different categories, such as origin-related or finance-related, to prioritize and address them based on their urgency and type.
I use UiPath for a variety of tasks, including automating user interfaces, processing documents, utilizing process mining, performing test automation, and even handling natural language processing.
We use UiPath to automate the extraction of information from PDF files and populate websites with this data. Our primary goal is to save time for our business users, allowing them to focus on more engaging tasks instead of manually clicking and inputting information on various websites.
We use UiPath for invoice processing and PDF extraction.
I have been in three different organizations working with UiPath. In all of them, I had to create the center of excellence for UiPath. For automation, we decided to use UiPath because it was easy to learn. We had citizen developers involved. Most of the use cases were typical manual repetitive tasks and did not involve too much intelligence. I did not use the AI components in any of the use cases that I have done in the past. We mainly had end-to-end automation of simple processes. They were not too complex. I have worked in the energy sector, and there were processes that were connected to renewable energy projects, but they were not related to a good cause, such as improving sustainability. We also had processes that did not provide any financial gains for the company, but they improved the motivation of employees. For example, we automated a process to check employees' birthdays and sent an email congratulating the person and tagging their manager as well. There were no financial gains, but it had a good impact on employees.
We use UiPath for SAP automation, detecting document sections, web automation, and external applications. We use both UiPath RPA and UiPath Document Understanding. UiPath Document Understanding is for data extraction, while we use UiPath RPA for basic purposes and use .NET. We also used UiPath once to automate processes dealing with good causes, particularly in Ecolab. The company dealt with floor cleaners and hand sanitizers for hospitals in the US, and at that time, the demand for sanitizers and floor cleaners was through the roof. It was so high that we had to automate processes using UiPath to fulfill the number of orders coming in, for instance, thirty thousand orders a day. We use UiPath in multiple departments, such as HR, Procurement, and Manufacturing.
I'm currently working as a solutions architect as well as the lead developer for UiPath. I have a vast number of use cases in various sectors and with SAP enterprise applications. I worked in the insurance sector and health sector, accomplishing different use cases. I've used the solution in manufacturing in terms of procurement. We deal with a lot of products that come in and out and everything is being tagged in the SAP Enterprise application. We use UiPath RPA in order to close all the purchase orders that are already accomplished - and this needs to be done in SAP. UiPath is completely responsible for interacting with SAP applications in order to close purchase orders. I have developed a process that handles around 500 to 600 invoices a day, purchase orders a day. I'm running through multiple bots simultaneously.
We use UiPath to minimize human effort by automating repetitive business processes.
We use UiPath to automate processes.
Our use cases are generally related to front-end UI-based automations that emulate tasks done by teams. For example, we do front-end SAP automation for data entry and scraping or posting data to websites that are related to the organization. We use UiPath for other automations like extracting and manipulating data from Excel. The primary use cases are in finance, HR, and operations. In logistics, it's used in full-sprint solutions.
We use it for automation with different applications and use Document Understanding, AI Center, and Action Center.
We have been using UiPath to automate regular activities for a business. I'm currently working for a vendor that has a contract with a business. We are using the UiPath solution to automate all the activities that they have been doing on a regular basis. These activities have simple functions, mostly with Excel data entry and some internal applications that the client needs. So we use UiPath to take some input, and then we process the activities for the business. Then, we share our output with them as a report on a daily basis or a monthly basis.
We use UiPath to automate business processes. We use UiPath Orchestrator and other products in the cloud, but we deploy the robots to our own internal network. The robots are managed by the cloud, but they run within our applications on-premises. The UiPath administration system and configuration are also done in the cloud.
Unattended Automations are the best value from an RPA solution to an organization. It makes sure human employees are now more productive 95X.
We work with the government on HR-related data and banking reconciliation. We use the solution in the insurance industry for claims management. We use the product in different use cases. We use it for automating repetitive tasks, email and document parsing, and posting data from different systems to centralized systems. In most cases, we use it to compare different Excel sheets for reconciliation and updating the master system.
I am a UiPath developer. I have automated web-based processes like HR and finance. I have also worked on a use case consisting of web-based automation, Excel automation, and email automation.
I've used the solution within the healthcare system in the past. At this time, I use it for mortgages. I use the solution to automate any digital processes that have specific rules and steps to follow and can potentially save the company a lot of time and money.
We have many use cases, but the primary ones are on the finance side for intelligent automation. We use it for system updates and system manipulations.
We can't disclose our exact use cases, but we do intelligent automation with UiPath.
I work on database automation. We just delivered a dynamic workflow in an Excel automation as well. We work on many types of formulas. In addition, we develop physical automation. For example, we created a process that posts many photos at once on many groups.
We utilize UiPath to manage workflows and deploy application solutions into our customers' environments. UiPath simplifies various business tasks, such as automating applications, Excel, and segregating data. We deploy UiPath both on-premises and in the cloud depending on the customer requirements.
I use UiPath for invoice processing. We download all the invoices from our application and then send them individually to the respective customers via email. This involves email automation and automation of the user interface.
We use UiPath for developing and implementing technical applications that provide data solutions.
I am a developer, and I use UiPath to extract PDFs for invoices and logistics in the banking industry. UiPath can be deployed either on-premises or in the cloud, depending on the customer's requirements.
I work for a software solution company, and its use cases are related to HR products.
We use UiPath for automation. As a consultant, we have been involved in many client projects and deployed UiPath using a hybrid model.
I use it for RPA in bank reconciliation, credit card operations, retail banking, vendor invoice management, purchase order matching, and employee onboarding.
We are a distributor and most of our customers were manufacturing and financial companies, so the use cases fell into categories like financial, accounting, and procurement departments. We used it to improve business processes.
We utilize UiPath to automate manual and repetitive tasks that range from simple Excel manipulations to web scraping. We have several use cases related to refinancing, such as handling accounts payable for invoice processing, remittances, and accounts receivable, among others. In addition to that, UiPath enables us to develop public-facing applications that are integrated with automation. This automation is triggered automatically whenever there are user interactions or events, resulting in numerous use cases. For instance, if the requested data is not already available in the document, we can obtain input from customers using UiPath. Furthermore, we employ UiPath products for automatic invoice processing. When we receive invoices in PDF format, we digitize them using our own OCR engine. Subsequently, this information can be utilized to save data into systems like SAP. We extensively automate ERP systems, including SAP, Oracle, and NetSuite. We also use UiPath for application testing. We have built several test cases for suppression, user acceptance, and so on, which can be scheduled to run or run on demand.
We utilize UiPath for the automation process within our organization.
50 percent of our business involves Digital Integration Automation, specifically in the banking and finance sectors. In this domain, we automate various processes, primarily focusing on banking processes such as lending and loan administration. Our operations primarily revolve around the core banking systems of the banks. Essentially, we maintain complex systems and infrastructure utilizing over 20 automation robots through UiPath. We deploy on-premises, in the cloud, and also utilize hybrid models.
Our primary use case is for RPA. We use it for checking invoices and sending out electronic letters. It is also going to check the absence entered by people when they are sick and see if those fill-outs are correct.
The business side of our company has different processes and they send us requests to develop automation for them.