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.

We get a lot of projects that are on relatively short notice for the workload that comes with them. Historically, we would rely on leveraged services or contractors to do that work manually, which is costly. You can save tons of money by automating data entry, transcription, etc. Nowadays, as we get busier and busier, the work seems to bog people down more and more with tasks. UiPath gives them opportunities to free themselves up and focus on themselves.

We initially focused on time savings and how we could free people up more. We achieved that over time, but it took a while to get there in the first few years. We came in with some use cases that we later learned were not great fits for automation. We learned through trial and error and got better at identifying better use cases for automation. We've succeeded, and it's worked out for the better. 

But aside from saving people time, we also wanted to ensure that we brought in new technology to leverage some of those processes. UiPath forces you to look at the process from a high level and take a step back. You might have had the same person doing the same process for 10 years or more without thinking about how you can use new technologies to eliminate the process or make it more efficient. UiPath forces you to look at the process as a whole and the systems it's tied to. When you step back and look at it, especially with new people coming in, they start offering suggestions, like "Wait. You've been sending this email every time? That's something we can automate now. Oh, you've been trying to pull this information from a document and copy and paste it? That's something we can automate, too." 

If it's not automation, it's something else. We can look at other tools and applications our company brought in. There's usually some other solution they can use, automation or not. The natural way to work with it is by lining out a process and laying out all the steps on a workflow diagram. It allows you to rethink your process as you're doing it. 

Instead of just following step-by-step documentation or the way you've done it all the time, it gives you a chance to see it from a new perspective, and that's just part of working with the tool. As you build that out in UiPath using task capture or anything else, you will see that naturally and start thinking about ways to handle it better.  

Automation has freed up employees for other tasks. That's something that they like about it. The other thing it's done is build some excitement about IT and solutions in general. They're always looking at the new function that's coming out. They want to see what else we can do for them. Automation isn't always the answer, but we can get them to engage and talk to us during office hours to attempt to solve their problem with UiPath. We can also learn more about what they do. 

We're getting closer to our customers, talking more about their work, and they're feeling a closer bond with us. They're feeling like they trust us more in IT and are starting to see what other tools we have. Maybe automation wasn't the right fit, but we will always find better opportunities by building a report that sends an automatic email and an application for them in low-code software. UiPath has helped create a much better and fluid engagement process for us and our customers. 

Since it's a low-code tool that's easier for them to approach and understand, they're also more involved in the design process. The learning curve is shorter. When Studio first came out, it wasn't as user-friendly as they had hoped, but StudioX came out in 2020 and was approachable for most of our users. That's what our citizen developers use most of the time now. We have far more citizen developers with StudioX than unattended developers with Studio.

Within UiPath Cloud itself, UiPath Insights has been excellent. Insights is one of the newer features we were excited about because we built custom reports, captured all that data in one place, and leveraged it in different areas. That was a challenge for us and created a support burden. We're automation developers, not report developers. When leadership wanted a new metric or anything, figuring it out was always a pain. 

Insights has built-in mechanisms for tracking time savings, usage reports, and the overall health of your automation program. Having that functionality built in by default is critical. I click it and tell it the report that I want to generate. It'll build it for me automatically, and I can share it with people who need it. It has made a huge difference for people administrating the platform and reporting success to leadership over time. 

UiPath needs work on the governance side. For example, they released Studio Web this year and have started work on its governance, but it initially lacked control from an administration standpoint. You could not lock down third-party libraries or other applications and integrations it had built in.

For example, people could use a Google account, but we might have concerns about that from a security standpoint. Cybersecurity is taking a more significant place in IT, and we're mindful of that. Having explicit governance over what our users can do inside those technologies is essential. We hope to see that more over the next few years. We've given a lot of that feedback as customers to UiPath, and they've been working hard to get that into the pipeline and implement those changes.

I have been using UiPath for about six years now.

UiPath can grow with us, especially since they developed a cloud environment. When we started, we had to make many changes in Orchestrator and other areas as we scaled up. We scaled up fast and automated dozens of automations in the first few years. 

However, we found that the default setup for the UiPath Orchestrator in 2018 didn't have all the features we needed to administer it to our customers. We had to build custom solutions in-house, but they've released many new features in UiPath Cloud that simplify management. 

I rate UiPath 10 out of 10. The executive support team and customer success team have been great. All of them play a role, and they're super knowledgeable. If they can't solve your problem, they know who can and connect you with them quickly. We've leveraged them extensively and will use them more over the next couple of years as we finish our cloud implementation. 

There are still many features we don't use, and we constantly go to them for guidance and help on how to use them best and what they've done with other customers. They provide tons of great insight and have a solid network. 

Positive

We didn't have a low-code automation platform. We developed most of our automations using PowerShell. We didn't have citizen developers, but most business users would use Power Automate. Back then, it was known as Flow on the Power Platform. 

Our corporate leadership decided to bring in UiPath. It wasn't an IT decision.  They wanted something they could start using for their daily tasks. They didn't think we had something that could automate things well, and PowerShell is limited from a scripting and API standpoint. They wanted to automate things in SAP, and the APIs and other things are locked down in a custom shop like ours. We can't integrate with our environment in any way we want, so we need something that can interact through the interface. UiPath does that. It can click and type everything through the interface. 

The leadership started the process. IT got involved and supported it. Since then, we've helped it grow throughout the company. It's not just finance anymore. 

The initial setup was complex because UiPath didn't have many pipelines built in. We had to build custom pipelines for the technology we use. It was TFS at the time, and now we use Azure DevOps. I helped with the VDI setup. For unattended automations, you must have a platform or system they can run on. We had looked at doing HDRs—high-density robots—that UiPath. 

Due to applications such as SAP, it couldn't run on a server-side setup. It had to be on a desktop, so we used a VDI for every bot we created, and I helped create the user policies for our accounts and device policies for each VDI. I also set up all the installations and the presets. I helped set up a framework for that over the first year, from 2018 to 2019. We smoothed out the process from there. That was something we had to do on our side. It will be unique for a customer depending on their environment.

We used a partner during the initial setup.

The leadership is pleased with the outcomes. With Insights, we can show them how much time we're saving with each process.  We document savings in hours rather than monetary terms.

I rate UiPath 10 out of 10.

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.

Implementing UiPath has increased speed and accuracy, freeing up staff to focus on higher-level tasks requiring creativity and attention. It has resolved the issue of order entry delays, reducing a process that could take two to four days to just five minutes.

The document understanding feature has been particularly valuable as it recognizes and extracts data from invoices and purchase orders, greatly saving time.

The fast growth of UiPath can be difficult to keep up with, so more informative sessions or webinars showcasing potential returns on investment for specific industries would be beneficial.

We started using UiPath in 2018.

In general, the stability of the solution has been positive.

UiPath has been able to keep up as our environment grows.

The customer service and support have been great, consistently providing answers or guidance.

Positive

We did not use a different solution previously. We chose UiPath for its user-friendly Studio and comprehensive resources.

We initially partnered with a company that was not the best fit, and have since switched to a more suitable partner, greatly improving our experience.

We have yet to realize a significant return on investment due to initial partnership challenges. However, we are now on track with a new partner.

Pricing is fair. That said, it requires justification for returns due to a tight budget.

I would rate UiPath a ten out of ten.

We are primarily looking to solve business challenges related to processing unstructured documents.

Currently, we have not realized the business outcomes as we have not implemented the solution yet. The goal is to increase efficiency, throughput, and accuracy. UiPath AI and automation have not yet helped free up staff to work on other projects or tasks. In terms of environmental, social, and governance solutions, it is not applicable.

The Studio and the Test Manager have been valuable as they made testing with QA easier. We've been able to rerun numerous test cases quickly. From the UiPath platform overall, I find these features valuable.

The product documentation needs improvement as it tends to be self-contradictory and sometimes hard to access since we are on an older version. 

There is also a need for more consistency in product support and customer service.

I have been using UiPath for five years.

UiPath has been pretty stable since we are mostly on-premises. However, the stability is to be determined when we move our full infrastructure to the cloud. Outages could occur with SaaS solutions.

It has scaled with us efficiently despite the initial complexity in understanding licenses, runtimes, and utilization. No significant issues have been encountered yet.

There have been ebbs and flows with customer service. We are at Premium Plus, now called Enterprise Success. Initially, there wasn't much value, but there has been some improvement. Dedicated support provides more assistance and better outcomes.

Neutral

I'm familiar with Automation Anywhere and Blue Prism, each of which offer different pros and cons. UiPath, being the market leader, differentiates itself with its capabilities and portfolio. It is easy to use from day one, flexible, and their vision is helpful.

I can't provide specifics as to ROI. That said, in general, we achieve financial benefits and a positive ROI on our implementations most years.

Pricing and licensing are challenging as they can be difficult to understand. They make it hard to determine utilization and necessary licenses for runtimes. Comprehensive components need to come together for a clear picture, making renewals and contract negotiations complex.

We have considered Automation Anywhere and Blue Prism as alternate solutions.

I would rate UiPath a seven out of ten.

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. 

UiPath has improved the accuracy of data entry from our invoices. Processing thousands of invoices is time-consuming. One outcome we've achieved is expanding the data collection from the invoices. They were only capturing dollar amounts, but these invoices have tons of other information that was just going to waste and could be analyzed. Now, we're capturing the data and analyzing it. It will be a significant benefit, considering how we do business.

We've advanced our green initiatives by recycling invoice paper after digitizing it and reduced the costs of pulling this information into our system.

The most valuable feature is the general automation that UiPath offers, especially in improving data collection which allows for a more comprehensive analysis of information on invoices.

There is a need for better autopilot features to enhance the functionality of UiPath.

I have been using UiPath for about a year.

UiPath is stable so far.

UiPath can scale as our business grows.

Customer service and support have been excellent. I would rate it highly for their responsiveness and supportiveness.

Positive

Previously, we used a service that scanned documents and sent them back in EDI format. We switched to UiPath because the previous solution couldn't handle certain document images unless they were in native PDF form.

The initial setup seemed straightforward.

We used corporate for the setup. Corporate used UiPath as a partner for support.

While there hasn't been a financial return on investment yet, the team is happier not having to manually enter invoices, which is a qualitative benefit. However, I foresee a financial return in the future.

UiPath's licensing seems straightforward, and the pricing is comfortable for the corporate leadership. They made an outright purchase, knowing the full cost and expectations.

I rate UiPath 10 out of 10.

Initially, we used task-based swivel-chair automation to fix our broken technological footprint. It was common for us to use three applications for one process. Now, we're moving toward larger digital transformation use cases. We use UiPath for Document Understanding, and we're still waiting for our insurance company to approve generative AI. 

Our executives define our AI and automation strategy, which is devolved to our department leaders and employees to determine tasks they don't like doing that we can digitize. Our initial goal was to improve operational efficiency, which we've achieved. 

Action Center is used extensively for digital transformation purposes. The shift from using Excel to bots, providing precise human work, is highly valuable.

We realized significant time savings across three business areas, totaling several thousand hours. Our benchmark process was automating the manual processing of credit card chargebacks. Fully automating this process not only saved us time but also millions of dollars.

The impact on stakeholders has varied. Some segments have leaned into using UiPath. For example, there's a high level of RPA penetration in wholesale. Employees in wholesale have incorporated automation into their applications as critical functions. In other business areas, they're bringing us small, task-based automations that don't impact clients much. They're usually secondary automations that help teammates who work directly with clients.

UiPath has freed staff to work on other projects consistently across multiple lines of business. The amount saved depends on the department. Some areas of the business save hundreds of hours, but the impact is smaller in others.

Some of the biggest areas of improvement are already being addressed. We're looking forward to the healing agent because we see a lot of UI migration because of our broken technological footprint. 

I have used UiPath since 2020.

UiPath is incredibly stable. Any issues we've had were on our side. We needed to add enough VDIs to support the digital infrastructure. Those have been resolved by adding more blade servers.

I have been able to scale up, showing no issues during the installation of new blade servers.

I rate UiPath support nine out of 10. 

Positive

We used Blue Prism. 

Our licensing is generally pretty good for our contract.

We evaluated Automation Anywhere. The decision came down to costs and capabilities. UiPath could do some things that AA couldn't.

I rate UiPath eight out of 10. 

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 admin team benefits from an internally created ticketing system, which offloads repetitive tasks and improves performance. This facilitates time savings and enhances overall satisfaction within the employee base.

Customers find numerous features of UiPath valuable, including Document Understanding (DU) and AI functionalities. They leverage it for repetitive tasks and beyond.

Customer education is crucial. Currently, there's a time lag in training, which eventually impacts the customers. All stakeholders should receive updates simultaneously.

We have been a UiPath partner for more than six years.

We face no major challenges regarding stability.

Investments in hardware are necessary for scalability, especially when dealing with AI and audio functionalities.

The UiPath support team in India is excellent, offering professional services and tech support. I rate it eight out of ten.

Positive

We've been using UiPath from the beginning. We were also Automation Anywhere partners but decided to stick with UiPath.

While it's difficult to quantify precisely, we've observed a 10% to 20% cost savings.

Pricing is high, affecting renewals significantly. Many small companies are hesitant due to the increased cost compared to past discounts.

I would rate UiPath an eight out of ten.

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.

UiPath helped relieve some of the burden related to paperwork and regulation, making people happy and excited about new opportunities.

The drag-and-drop features are useful, and having the ability to integrate technical scripting is beneficial. It speeds up development while offering additional flexibility.

Scaling efficiently and supporting people with technical information has been challenging.

We have encountered scalability issues trying to figure out how to make the operations work with different setups. My particular employee group is all remote.

I did not evaluate other options before choosing iMac.

I rate UiPath an eight out of ten.

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.

UiPath has allowed us to free up time for our employees so that they can engage in more value-added activities. Although cost has not been a significant driver, we focus on being more efficient and consistent throughout the organization. 

It has enhanced the overall experience for our stakeholders, including employees and customers, by streamlining processes and improving engagement.

Document understanding has been immensely valuable due to the breadth and depth of its application. Additionally, the potential of Generative AI is expected to drive significant value.

Since we are still in the early stages of using UiPath, identifying areas for improvement is challenging. We anticipate that some aspects may emerge as time progresses.

We have been using UiPath for close to a year, approximately ten months.

The solution has been stable so far.

UiPath has proven to be scalable.

We have received excellent customer service and support from UiPath. We have a good Technical Account Manager (TAM) and a strong relationship with the team managing our account.

Positive

We previously used Power Automate and other solutions. Most automation has transitioned to UiPath. We switched due to the fact that UiPath offers a broader range of functionalities and addresses our speed-to-delivery challenges.

The initial setup of UiPath was straightforward, thanks to a good partner.

We have been using an implementation partner, and they have been great so far.

While we have not yet achieved the ROI we expect, we are on target to do so. There have been some instances of ROI, although we are still in the infancy stages.

Typically, pricing is reflective of the value provided. While more value for less cost would be preferred, we do not focus extensively on costs.

We evaluated other options before choosing UiPath. It seemed best in class and fit our needs after due diligence.

I would rate UiPath a nine out of ten.

Our communications company intends to use UiPath and AI to determine the best fit and time for commercials based on the customer's usage and payment for the spot. We haven't fully deployed AI, yet. It's becoming more critical to leadership, but we're still doing testing and researching

Our goal with AI is to significantly reduce the manual effort needed to determine where to place ads. We don't have enough human resources to place spots around the clock, so we want UiPath to fill in the gaps by augmenting existing staff without hiring people.

Our leaders and stakeholders are pleased with the RPA results and want to expand our usage. We're still waiting to implement AI. 

Orchestrator is the most valuable feature.

UiPath could improve on-prem availability. I would like to see a load-testing feature, but that's coming.

We have been using UiPath for about three years.

We've never had any issues with stability. 

We just keep adding bots and have not encountered any problems expanding.

I rate UiPath customer service nine out of 10. Overall, it's been great, but in a handful of cases, we've dealt with someone at support whose ability wasn't quite where we wanted it to be.

Positive

We previously used Pega, but our leaders decided to switch to UiPath 

I can't quantify the amount of time we've saved with UiPath, but we've reduced our headcount by about 10 percent. We're not laying people off, but we can backfill employee positions with automation as they leave.

UiPath is perceived as more expensive, but it's pretty close when you break down the licensing model and look at how much competitors charge per connection. We've done the analysis.  

I rate UiPath nine out of 10 because we can't use the cloud stuff yet. If we were on the cloud, I would give it a perfect 10.

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.

UiPath has significantly helped our organization by providing solutions that save time and enhance efficiency. It has automated many tasks, allowing our staff to focus on other projects. 

We've built attended bots for research analysts who can now complete tasks while attending meetings. These bots save 5,000 to 8,000 hours yearly, contributing to our overall efficiency and allowing us to save a lot of money. UiPath has also enabled us to achieve outcomes like speed, scalability, security, productivity, and quality.

The user experience that UiPath offers, particularly the ease of use with the Studio's drag-and-drop feature, speeds up development significantly. 

The connectors available in integration services are helpful for quickly connecting with applications like Salesforce and ServiceNow. 

I appreciate the orchestration capabilities and document processing integrations. 

Additionally, the prompt-based workflow-building feature, where you can use natural language to build workflows, is quite impressive.

While UiPath is exceeding my expectations, there is room for improvement, particularly in the studio's performance. Sometimes, it takes a while to open and launch workflows, and this speed issue could be addressed. Additionally, the support could be improved, especially regarding the availability and expertise of support engineers.

We have been using UiPath for almost the last five years.

UiPath is very stable. I have never experienced any bugs in the product.

UiPath has always met our expectations in terms of scalability, as we can scale it across the global enterprise level.

Support is one area that could always use improvement. There have been challenges in getting timely support, especially during emergencies, and sometimes we don't get experienced engineers to solve problems.

Positive

In my career in digital transformation over the last fifteen years, I have used tools like Blue Prism and Automation Anywhere. However, UiPath has proven to be superior because of its ease of use and continuous improvement.

The initial setup of UiPath was straightforward and very quick. It took only a couple of hours to set up the environment.

I handled the implementation in-house with the support of UiPath and have been involved in every phase of the development life cycle, from infrastructure setup to discovery and deployment.

We are saving almost five million dollars every year. Our bots save about 5,000 to 8,000 hours yearly, equating to roughly $5 million to $7 million dollars in savings annually.

The pricing could be reduced as Microsoft Power Automate is becoming a strong competitor. There is a significant difference in cost between UiPath and Power Automate, with Power Automate being more affordable for some automations.

In the past, I have worked with Blue Prism and Automation Anywhere. I find UiPath to be superior due to its user-friendliness and innovative features.

Always explore using AI first, as it is often a cost-effective and simple solution. UiPath's integration of AI workflows in a user-friendly way brings a lot of potential for automation.