Automation Anywhere is used to elevate the customer experience for our financial advisors. We aim to improve our interactions with them in terms of their requests for updates to their banking instructions or anything else related to their accounts.

Automation Anywhere has helped us improve our service. Our financial service professionals gave us some feedback that they are spending a lot of time calling our home office to check on the status of requests and doing other things that I would describe as administrative activities. That takes some time that would be better spent building their businesses and growing their relationships with their clients. It allows us to automate and streamline those administrative tasks for our financial professionals and employees.

We did everything manually before we implemented Automation Anywhere. When a financial advisor initiated a request, someone had to input that information into the appropriate record system and communicate with the advisor to update them on the status. Someone needed to follow up on the request and ensure it was completed.

Automation Anywhere has challenged us to rethink the art of the possible. We're still considering how to leverage AI. Our attitude toward AI is evolving, but we know that it's something we must address. We believe that a delay in adopting could have an exponential effect on our ability to compete and remain among the industry leaders. We are evaluating a few use cases. In particular, we see content and knowledge management as a huge opportunity. We're exploring ways to leverage documentation and natural language processing to quickly process the information and take the appropriate action.

We have the unattended bots running in our environment and recently launched our first document automation use case. We are also excited about the automation copilot. These use cases are crucial in the wealth management industry, which is paper-intensive, so it's essential to leverage automation for document-focused tasks. Co-pilot allows us to streamline that process while improving the accuracy of the information entering the system record and ensuring efficiency.

The unattended bots are working behind the scenes so that employees don't need to do work that they had done previously. Our tests of the document automation and copilot features have received a positive initial response. Employees like the UI and how it brings out the information for them to validate.

We've integrated Automation Anywhere with our internal homegrown systems and a couple of third-party applications through APIs and UI interactions. The integration has been smooth, especially from an API perspective. We can quickly pull together API endpoints for our development and leverage APIs from third parties. It's been pretty easy to bring it all together using some basic Python coding. We spend more time ensuring we have the correct information from the API owner, so we get the right connections.

From the product side, I like the minimum viable product approach, where the first generation of a new product is released and tested in the market, but it would be great if some of those pieces were a little bit more thought out from a user experience perspective. They could take a little more time to get some insights from their customers like in a beta test or something like that.

We have used Automation Anywhere for the last 15 months.

Automation Anywhere's ability to automate at scale is very impressive based on what I've seen internally and heard from subject matter experts. We're starting to see what we can do with it. When we developed a rudimentary proof of concept with co-pilot coupled with document automation, it was eye-opening for our leaders and stakeholders to see how versatile and accurate it was.

I rate Automation Anywhere support seven out of 10. I would also like to see better communication with their customer success teams. It often takes longer than expected when we submit requests for help or come across a problem we want to resolve. While I can appreciate that it sometimes takes a while to get the appropriate answer, it would be nice to be in constant communication about where they are in the process.

Deploying Automation Anywhere was relatively easy. We implemented our first bot last year as a proof of concept. We tried various things to give us a bit of a different flavor. Whether we're using an API, UI, or doing a physical task within a third-party application. Our first bot took 10 weeks to deploy, and the rest took between eight to 10 weeks. The development time is about half of that. Most of our use cases were simple, but it took time to coordinate with various teams, like infrastructure, security team, risk management, and other IT departments.

My role is in the center of excellence. We're on the business side, not the IT side. The company is a little different in how it sets up its CoE programs. We focus on business processes and engineering. I rely on our technology and security partners for those other pieces. There's a little bit of trial and error. We have to think of security first and foremost. We're protecting our data and our client's data.

We needed to figure out how it fits into our ecosystem because we had never done it before. We needed to set up virtual desktops, servers, and those sorts of things. We needed to create an Active Directory account for our robots to interact, receive email, use Excel, etc. Early on, we had to learn the nuances because we would need to replicate the processes going forward. We created some reusable runbooks and IDs to set access to the system with different privileges for employees and contractors.

There is some maintenance for bots that utilize UIs, but not those that use APIs. We face more challenges when working with third-party applications because they have scheduled updates. If the bot is scheduled to run on Thursday at 2 pm, but suddenly, a pop-up window appears to run the update. We've mitigated a lot of that. If we don't have APIs, those use cases require a little bit more handholding.

We leveraged a consulting firm to partner with us on that proof of concept. They brought expertise and ensured we were set up for success. They helped us configure our control room and enabled us to perfect the concepts, so we could see the results and realize how successful we could be with Automation Anywhere's product.

We looked at some other solutions initially, but one of our sister firms was already an Automation Anywhere customer, and they gave the solution glowing reviews. We saw how successful they had been in leveraging Automation Anywhere's platform, so it made the decision easy for us.

I rate Automation Anywhere nine out of 10. They're passionate about the product and want to see us succeed as customers. They will go to bat and contact the engineers to help us achieve what we want. We have on-site visits with them and business reviews where they will talk about our roadmap and potential use cases.

We've had many sit-down conversations with the Automation Anywhere team when we were testing out the document automation. We gave them feedback about potential enhancements, so when we launched our most recent document automation use case, the capabilities were already there. We didn't need to come up with a workaround or put the project on hold because the things we needed were unavailable. That commitment to customer success stands out because they know that without us, the product won't succeed.

We teach Automation Anywhere to people with refugee backgrounds. It is cutting-edge technology that requires no code which makes it easy to learn and earn. This has given them greater opportunities for job inclusion.

We also use Automation Anywhere in-house in collaboration with other corporations in our Social Impact office to create curriculum and scholarship programs for people with refugee backgrounds. We train them and we do projects where they can test automation delivery for Automation Anywhere's new features. They can learn quality assurance and delivery. This way they are well trained and can provide test automation services for other companies.

The reason we implement Automation Anywhere is two-sided. For refugees, it is about evolving their skills and digital career development. For corporations, they want to utilize automation with generative AI so they can do both automation and analytics at the same time which increases their productivity even for test automation.

Automation Anywhere changes everything drastically. Testing software takes long hours, but with Automation Anywhere we can do it within seconds. With generative AI we can create test scenarios and test data more accurately. There are a lot of changes going on.

We get a lot of requests related to documents. We can use automation, OCR, and generative AI. OCR works like eyes where we scan documents and we can use the data with automation to let the AI read it. The AI functions as the brain. Many retail companies have import and export departments dealing with many papers. They can automate them using OCR, generative AI, and automation.

The most popular programming language is now English. It has expanded the digital population. Everyone can use generative AI with just natural languages and people can focus more on local technology to handle that AI. Automation Anywhere together with generative AI is great because it is easy to use and automate.

Automation Anywhere did a lot for us. Neeti Mehta who is one of the co-founders of Automation Anywhere believes in our purpose. Everyone deserves a second chance. The number of refugees on Earth is now one hundred million people. This means that every second another human is being forcibly displaced. These people need another chance. Automation Anywhere is used by corporations and governments. People are looking for a solution that works well with generative AI and Automation Anywhere is the best solution for that. Automation Anywhere accelerates the productivity of humanity and at the same time creates inclusive job opportunities for refugees.

Automation Anywhere is super easy to use for people who don't have technical skills. Our people with refugee backgrounds didn't have IT knowledge but now they have the talents to professionally provide automation technology for corporations. It is really easy to use.

We train our refugee talent professionally, so it takes about three months to learn. Professional coding training usually takes six months. The learning curve for Automation Anywhere is shorter for our people. Our members deliver projects to teach other employees in large companies. This doesn't take three months because we provide workshops to learn bot creation and they work together to create their first bot within two weeks. It is really easy.

We started using Automation Co-Pilot around two months ago and it has helped increase everyone's productivity.

I anticipate that Automation Co-Pilot will help save us and our customers time and money, not just because we can automate our tasks but also because we can do many analytics that we couldn't do without Automation Anywhere. It is about how to enable value-add work that we can't do without automation technology. It is not just about saving time but also about advanced analytics.

Automation Anywhere is one of the best companies for automation technology and we invest a lot in integration with other systems. We have many requests from other companies but Automation Anywhere goes well with most of the systems.

Automation Anywhere has saved us and other organizations who care about social impact a lot of time and money. As an estimation, Automation Anywhere is about 60 times faster than a human. The time spent goes from one hour down to one second when we use Automation Anywhere.

Automation Anywhere can improve process mining. Many people have started using generative AI. There are many types and many systems. People are reshaping their operational flows and with a process mining system, we can visualize what we are doing with generative AI and easily spot where automation can be used to improve productivity.

I have been using Automation Anywhere for three years.

I have used other automation products and find Automation Anywhere to be easier to learn and use. Other products are more low-code, whereas Automation Anywhere is no-code making it easier to learn and user-friendly. It is also cloud-based making it more portable and easier to integrate with many cloud systems.

The deployment is easy. We are not implementing huge ERPs, but rather automation technology so it is easier than traditional huge systems. It is more flexible and we can use it to automate any task we desire.

The time it takes to deploy depends on the tasks. When automating critical operations we need to be careful in the assessment but it should not take more than six months to complete. We can complete an easy deployment in two weeks.

I am working on the democratization of DX. I teach refugees digital skills and then our members accelerate DX of society by teaching other people digital skills. Automation Anywhere is easy to learn. The metrics we focus on when evaluating products are the learning curve and how much the product is used in the market in different countries. Automation Anywhere is used in many countries and we can support many global corporations.

I would rate Automation Anywhere ten out of ten.

Vale is one of the largest mining companies in the world and Automation Anywhere is our primary process automation tool. We're using it globally across several branches and locations. There are multiple processes involved in mining, transporting, and shipping iron ore that benefit from process automation. We can also automate our corporate use cases, such as finance, HR, and back office processes. Automation Anywhere is integrated with our core company systems, including SAP solutions and some in-house applications we've built.

Automation Anywhere enables us to standardize and replicate operations and processes. We have a lot of repetitive processes that are time-consuming to perform manually. We aim to increase productivity and save time for our business users. Over five years, we've saved about 68,000 hours. Automation Anywhere integrates well with our workflows and business applications. We haven't had any issues.

We see some cost savings, but we also tend to think of cost avoidance. We have some compliance and regulatory processes that need to be completed in a timely fashion to avoid fines and taxation on top of that. Our CoE is responsible for a critical portion of the automation. In addition to thinking of how we can automate existing processes, we create new processes. When you automate something that isn't optimized, the results aren't as good.

We like Automation Anywhere's Citizen Developer program. We've been doing this for a while now. It helps to expand platform adoption within our company and encourage more people to use it. It has been good to see the engagement. We've done some events and hackathons and hope to do another one in November. We like having an easy tool to share with our business users.

It isn't hard for business users without technical skills to use Automation Anywhere. We've received positive feedback from them, saying it was an easy tool to learn, especially with the latest version. We set up a training program, and new developers can learn the basics in around a week and start programming bots in three weeks to a month.

We are currently doing some PoCs for generative AI and trying to see if it fits, but we're also concerned about the safety of our users and information security, so our approach is always conservative. We don't want to do anything that creates unnecessary risk for the company.

Our users would like more online community forums where they can exchange information. I would also like a better way to monitor and manage all the automations we have running within our systems because our CoE governance must be robust so we are always aware of what's happening.

We have used Automation Anywhere since 2018.

There have been some changes in personnel over the years, but they have always been great people who provide excellent service and solve problems quickly.

We previously used Microsoft Power Automate.

The platform was not hard to deploy, but each company has its own security protocols to deal with. Once we worked through all the security requirements, it was straightforward. Automation Anywhere requires some maintenance.

In the first year, we needed to adjust the size of the machines and optimize the bots. However, it hasn't required much maintenance since then. We developed some better processes in CoE governance to develop and track the bots, so it's much easier now. We set up alerts that send us messages when the bots have errors.

In 2018, we looked at some other products on the market, but Automation Anywhere was a perfect fit. We didn't have any issues that Automation Anywhere couldn't solve. The critical factor for us was its ease of use. We liked the drag-and-drop interface and the low-code capabilities.

I rate Automation Anywhere eight out of 10.

We use Automation Anywhere to automate tasks throughout the company, enabling our employees to be more productive and conduct more analysis.

We can save money by implementing automations. Before implementing Automation Anywhere, we had a lot of repetitive tasks that weren't adding value. It improved morale by automating some of the boring, repetitive tasks, allowing our employees to focus on more creative, meaningful work.

I like Automation Anywhere's development interface. Our developers love it because it's easier to learn, and they can pick it up quicker than the other tools. We can integrate Automation Anywhere with Slack to get alerts from our bots.

It's also integrated with our core banking application and many legacy applications that we could not integrate without the Automation Anywhere platform. Around 70 percent of our environment is integrated with it. The integration is fast and seamless. Integrating tools through the APIs is simple, reliable, and efficient.

We have a lot of ideas for leveraging Automation Anywhere's AI capabilities. For example, we use it to conduct analysis for our clients. We can use it to check a lot of documents. It can not only read but write documents. Using AI, we can run checks to see if a customer has been approved for credit.

It can help this process go faster, and we can enhance our employee's potential by augmenting their analysis with AI. We are already using generative AI. It has been a huge success because we are using it like a copilot to improve our employees' potential. We can scale it faster with another process in the automation manager.

We have developers, so all of our team has technical knowledge. However, Automation Anywhere's learning platform is comprehensive and it's easy to learn things on your own. Many of our developers didn't know anything about the platform, but it was easy for them to learn and become fully productive.

I think there are some opportunities to improve integration with monitoring tools already on the market to make this even faster. We struggle a little when applying the upgrades because the control room has some flaws. That's one advantage of migrating to the cloud. If we do that, then we don't have to upgrade manually. There is a SaaS option, but we decided to opt for on-prem and perform the upgrades ourselves. We're thinking of choosing the cloud options in the next version to make it easier.

We have used Automation Anywhere since 2022.

Automation Anywhere is highly scalable. That's one of its advantages. It's easier to scale than other solutions. We are a financial institution serving around 26 million clients with only 3,000 employees. We need automation to attend to our operational tasks. Otherwise, it would be challenging to manage all of our clients

I rate Automation Anywhere support nine out of 10. The local support in Brazil could improve. While it has gotten better in the last few months, we've struggled as a global company trying to contact them sometimes.

The initial deployment took three months, but it took a year to change the legacy bots to Automation Anywhere. We decided to automate new projects that would yield more ROI before finishing the migration of our legacy bots.

We get a significant ROI even though the licensing cost is higher than average. The gains we realize from the initial development make up for it. In the last three years, I estimate we have saved around 2,200 hours of labor. To date, we've saved almost $6 million.

The cost of Automation Anywhere is fine.

We looked at two other solutions before making the decision to choose Automation Anywhere. One reason was reliability. When we implemented it, Automation Anywhere was already a widely used and popular tool. It has high availability, which is one requirement for a banking solution. It's also easy to learn, use, and implement. We looked at the leaders in Gartner's, such as Blue Prism and UiPath. Automation Anywhere stood out for its development interface.

I rate Automation Anywhere nine out of 10.

We use Automation Anywhere to automate tasks in our organization.

We needed to connect with multiple bank websites to retrieve payment confirmations. However, banks, being banks, did not provide direct API access or placed significant restrictions on such access. Therefore, we decided to utilize Automation Anywhere to collect the data and integrate it with our automated system.

At the time, all of our automation goals centered on connecting to these sites, which required a great deal of manual effort. Despite the low cost of labor, it was error-prone and highly subjective. As a result, using Automation Anywhere helped us automate this process, eliminating the need for human intervention. We were able to achieve all of our initial objectives using Automation Anywhere.

The learning curve for our non-technical users was a couple of days.

We aim to automate our activities that currently require human intervention, which is susceptible to errors and inconsistencies. This approach is similar to how others have successfully employed AI or RPA tools. Our primary objective is to ensure that our processes are scalable and repeatable.

We successfully integrated Automation Anywhere with our local database. Like any implementation, we faced some challenges with change management, understanding, and other issues, but ultimately, it was a success.

Automation Anywhere helped save the organization time and money.

The overall usefulness of Automation Anywhere is the most valuable aspect of the solution.

The price has room for improvement.

I have been using Automation Anywhere for four years.

Automation Anywhere is scalable, but scaling it can be costly, making it a matter of economic viability for many organizations.

The support is good.

The implementation was completed by the Automation Anywhere team.

Automation Anywhere is expensive.

We also evaluated UiPath and Selenium, but we ultimately selected Automation Anywhere because they had more experience in this area, which gave us greater confidence that the project would be successful.

I would rate Automation Anywhere eight out of ten. Automation Anywhere is a versatile and powerful platform, but it exceeded our organization's budget.

Maintenance requires three or four team members because the target systems tend to change.

Our use cases are around finance processes and one business function that we have a lot of automation. We're an agriculture and supply chain company, so we also have a lot of processes that would deal more with order processing, order management, customer service, and those types of processes.

We also have a use case from a document processing standpoint. We have a use case where farmers in Asia, in the APAC region, would handwrite inventory of that particular product, send a photo of it, and then someone would manually take that information and put it into the system or put it into a spreadsheet. We've been able to automate that. It not only saves time, but the data is 85% to 90% accurate versus it used to be about 60% beforehand.

We're finding time savings as a benefit. One example would be a customer service rep might get a question about an order, usually through email. It can take a good three to seven business days to answer a customer's question about their order. When we automate it, it takes hours, if not minutes.

We also are building out a new model for our metrics. Our biggest challenge is because Cargill is an international traditional company, we work with many different regions that have to abide by certain local rules and regulations.

We don't have just one order management process at Cargill. We have over one hundred and trying to simplify those processes first before we automate it is our biggest challenge.

We're in conversations with Automation Anywhere now about process discovery. We've just kicked off. We are installing a tool with process discovery that we still haven't figured out what the best practice for utilizing it with Automation Anywhere will be.

We have a federated model. We are a center of excellence. We own the platform, and we build out the governance framework. We also provide training and updated communications to all of the users.

The learning curve is small. It takes only about four hours to learn it, but hands-on experience is different. That's what takes a little bit longer. Some users sit within IT, and some of the users sit within the business. It's fairly easy to teach others to leverage it. They have to have an interest in learning it, but it's fairly easy.

Overall, Automation Anywhere has helped us save time. But we're also looking at customer satisfaction. We track sustainability numbers, if that comes into place. So we have a lot of different metrics that we look at versus just time.

One of the reasons that we chose Automation Anywhere years ago was because of the security because we need to secure both our customer and our vendor data.

We have a lot of confidential data that we work with every day.

Automation Anywhere has an audit tracker feature. When you build a bot, it has a trail of how you went about developing that particular bot.

We integrate other tools within Automation Anywhere. Overall, it's fairly easy. We have about 265 bots in production today. We see bigger challenges on the business side if they change a template and then fail to tell us that we need to change the bot.

We leverage IQ BOT. We have another tool that we leverage as well for document processing called Intelligent Document Processing (IDP).

I want to learn more about CoPilot and then the process discovery tool.

We are part of the Pathfinder program. It's more of a program versus a tool, but we're working with people to learn how we can scale our whole program using Pathfinder.

We've been using Automation Anywhere for about five to six years and continue to scale about 50 bots per year.

I'm very comfortable with being able to scale, especially now that it's moving into the cloud.

We've had really good support with Automation Anywhere.

We have weekly tech meetings with Automation Anywhere. I also have strategic meetings every week and quarterly strategy planning meetings. We have a really good support system.

UiPath was one of the competitors, and we did bring on UiPath specifically for the Chinese language. That program has not scaled as we expected so we really are an Automation Anywhere shop.

We're going through the 360 migration right now. The bots that we have in production are fairly complex. It hasn't been an easy migration. We're getting through it, and we have a lot of support to get through the migration. But it's really more of the complexity of our organization.

We wanted to put together a streamlined platform versus having puzzle pieces and taping them together using different vendors.

I wanted us to be more streamlined so that we don't have glitches down the road with upgrades and version updates. That's one reason that I wanted to stay with Automation Anywhere.

Overall, I would rate the solution a seven out of ten. The only reason I wouldn't rate it higher is because a COE Manager still not getting the full benefit from it and because the premium is a little bit expensive. We don't necessarily have the budget to bring on a full new feature. Also, the process discovery tool is taking a little bit longer to implement than I thought it would.