Automation has reduced manual tasks and improved onboarding in financial operations
What is our primary use case?
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.
What is most valuable?
We are still getting up to speed with UiPath Platform, so we're just using basic UiPath Studio and Orchestrator, and as the process owner of the whole thing, I definitely prefer Orchestrator.
It's difficult to explain to UiPath Platform how RPA helps since we don't have something specific that we're using, however, we are definitely seeing some dramatic time savings on the things we have automated so far.
What needs improvement?
I just came out of the product meeting, and I can say they are doing a great job as it is.
I hope we can leverage a lot of the agentic features. We are taking a more cautious approach on AI.
Making things more user-friendly, particularly for end-users, allowing those people to get involved in the process, would be wonderful, as I saw with Maestro.
I cannot think of any additional features off the top of my head.
For how long have I used the solution?
I have been using UiPath Platform for about a year.
What do I think about the stability of the solution?
We have not yet expanded usage, as we are still trying to establish our initial processes. I would assess the stability and reliability of UiPath Platform as great, as we haven't had any issues with the platform itself. I have not experienced any downtime, crashes, or performance issues with UiPath Platform.
What do I think about the scalability of the solution?
UiPath Platform scales with the growing needs of my organization very well.
How are customer service and support?
I would evaluate customer service and technical support as very good. We have only had one or two support cases so far, and they were handled adequately.
On a scale from one to ten, I would rate customer service, technical support, and product as a nine. There is always room for improvement.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I was not using another solution to address similar needs prior to adopting UiPath Platform. However, I should mention that we do have ExcelQ and we use Power Automate for small cases and one-offs.
How was the initial setup?
The deployment had some challenges, however, I don't know that that is unique. Understanding the infrastructure was a little bit of a challenge. That was also intertwined with our decision to host on-site and, host internally, yet on AWS, which was new for us at the time.
To this day, we face security challenges. Being in the financial sector, that's a big concern. And, having more concise documentation, specifically to those finance concerns, would be very helpful if that could be put out there somewhere.
What was our ROI?
So far, we are just about breaking even with UiPath Platform. We have had UiPath Platform for about a year; we are coming up on our renewal. I crunched some numbers a week ago, and we are a little bit under, however, since this is our first year, we understand it might take a bit of time to reach that speed.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing shows that it is definitely a cost, so we are trying to ensure we get good ROI on that. The licensing seems pretty simple, requiring us to purchase only per bot. I understand from my boss that things were a bit more complicated previously, so I appreciate that the licensing is simplified at this time. Of course, I wish we didn't have to pay per developer seat, however, that's how it goes.
Which other solutions did I evaluate?
In considering other solutions before selecting UiPath Platform, Blue Prism was a top contender, and we also looked into Power Automate, however, it really didn't hold a candle to either of the other two.
We went with one of the UiPath Platform partners that helped us make that decision. What stood out to me in the evaluation process was our reliance on market share and the company's positioning as a leader. Blue Prism seemed to be having some organizational challenges that may impact their future direction. We liked the forward-thinking approach of UiPath Platform, and the pricing was on par with Blue Prism, making it seem a better choice.
What other advice do I have?
My thoughts on UiPath Platform's user community in terms of the value I gain by being part of it are that it is my first place to go if I have any questions or need some light troubleshooting, so it is very valuable for me. I think our developers also find a lot of value from there, figuring out how to structure certain things.
My advice to other organizations considering UiPath Platform is for larger organizations to take the plunge. For smaller organizations, I would suggest balancing how large of a scale they are interested in and if that justifies the cost. We are right on the cusp, so it can be challenging; we only have about 1,600 employees, which limits our scaling potential. We really need to work to get that ROI.
On a scale from on eto ten, I would rate UiPath Platform overall as a nine, as it is pretty good.
Which deployment model are you using for this solution?
On-premises
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Saves significant productivity hours through seamless automation and reliable orchestration features
What is our primary use case?
The main use case for UiPath Platform is RPA, or more specifically, Intelligent Automation.
What is most valuable?
The features of UiPath Platform that I appreciate the most are Queues and Orchestration. These features have benefited my organization by saving hundreds of thousands of productivity hours and labor hours per year.
My team has used the vendor's UiPath Academy course. The biggest benefit that I have seen from the academy is that it gets people started quickly and provides a consistent foundation in how to use the product.
What needs improvement?
UiPath Platform can be improved by including the ability to build human-in-the-loop interfaces with chat and with web apps in the next release.
For how long have I used the solution?
I have been using UiPath Platform for ten years.
What do I think about the stability of the solution?
I would assess the stability and reliability of UiPath Platform as high; in the last eight years, we have probably submitted fewer than five support tickets, and I have not experienced any downtime, crashes, or performance issues.
What do I think about the scalability of the solution?
UiPath Platform scales very well with the growing needs of my organization. We have expanded usage to every corner of the company, and the process has been smooth, supported by a rich citizen developer program.
How are customer service and support?
I would evaluate customer service and technical support as having recently improved, considering there was a year where I did not speak with any representative of UiPath.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Prior to adopting UiPath Platform, we were using Pega Systems and Kryon about ten years ago to address similar needs.
How was the initial setup?
My experience with deploying UiPath Platform has been seamless and has gone exceptionally.
What was our ROI?
I have seen a return on investment with UiPath Platform, including hundreds of thousands of hours saved per year.
What's my experience with pricing, setup cost, and licensing?
My experience with the pricing, setup costs, and licensing is that pricing is the weakest part of UiPath Platform, which is driving people to other vendors.
Which other solutions did I evaluate?
We are constantly evaluating platforms and technologies; for RPA, it would be Power Platform, and for agentic workflows, crew.ai, and all the other small ones were considered before selecting UiPath Platform.
What other advice do I have?
My advice to another organization considering UiPath Platform is to evaluate use cases carefully, figure out the right ones to put on the platform, educate the developers really well, have them take academy classes, or bring in a partner to build the first few.
On a scale from one being the worst to ten being the best, I would rate UiPath Platform overall as a nine.
Which deployment model are you using for this solution?
On-premises
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Enables seamless process automation and simplifies issue resolution using task routing
What is our primary use case?
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.
What is most valuable?
The best feature in the latest release of UiPath Platform for me is the Orchestrator, which I find very user-friendly for navigation, as I haven't seen such a good Orchestrator among any of the other competitors.
The best example I can give for the Orchestrator in UiPath Platform is that we have processes that contain thousands and thousands of queue items. Orchestrator makes it way easier for us to identify failed transactions, navigate what went wrong, and pinpoint the issues to bottleneck them out, allowing us to work on the issues and making the processes smoother.
I have used the vendor's UiPath Academy courses and I'm currently pursuing a course for BA. The biggest benefits I have seen from UiPath Academy are that it walks you through the basics. Even though the documentation is available on the portal, you need to search for it. Going through the Academy from start to finish in the video format, it provides a way to practice what we are learning. It's a tuition class where you can practice and validate your understanding.
I am a part of the UiPath user community and I aim to become an MVP one day. It helps me with many unresolved questions, such as determining which activity to use when and where, and the community is super helpful, responding across different time zones, providing a multicultural environment for assistance.
What needs improvement?
The next release of UiPath Platform should include a direct link to the documentation page from the Orchestrator, which would save us the trouble of searching it out. The negative aspect we considered was how quickly we can set things up on different platforms.
For how long have I used the solution?
I've been using UiPath Platform for five years, since day one.
What do I think about the stability of the solution?
We have experienced some downtime; over the long term, we've faced issues lasting a day, however, they are resolved within that timeframe, and I haven't seen any issues persist for longer than a day.
What do I think about the scalability of the solution?
In terms of scaling with UiPath Platform, we haven't encountered any issues. Adding machines just relies on Orchestrator and different robot IDs, requiring no code changes.
The no-code to low-code framework simplifies the process for us. We have expanded usage significantly, transitioning processes that were previously limited to a certain set of business users to enterprise-wide applications, involving various business units and scaling has never been a challenge due to the ease of adding machines and robot IDs via Orchestrator.
How are customer service and support?
For technical support, we have a standard team called the MSP team from UiPath Platform who supports us, operating on a 24 by 5 model. They provide us great assistance, and we have a technical account manager who is really helpful.
I would rate customer service and technical support at a ten out of ten. They address any issues and complaints we have. The technical support managers evaluate problems themselves, and if necessary, they assist us in raising a ticket with the product support team, which adapts the product to meet our customized needs, ensuring we haven't faced any challenges.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Prior to adopting UiPath Platform, my company used Resource Pro and organizations that assisted in manual data entry, so no other solution addressed our similar needs. They switched over primarily due to costs and the need for time efficiency; we wanted to save human efforts and expedite processes, which eventually leads to better ROI.
How was the initial setup?
My experience with deploying UiPath Platform is pretty much simple; the process has remained consistent for five years. We use Bitbucket to deploy our codes and then transfer them for deployment where unattended machines and robots operate. It takes just one time to learn, and thereafter, we can do this every time.
What was our ROI?
I actually don't deal with the ROI from our team. I've definitely heard that whenever our leadership meets and collaborates, they save a lot of human hours and realize significant ROI.
What's my experience with pricing, setup cost, and licensing?
I'm lucky enough not to handle the pricing and setup; my company manages that. However, when I was learning, I was a student and I did all the basic and free things, so I haven't paid a penny.
Which other solutions did I evaluate?
The solutions we considered before choosing UiPath Platform were Power Automate and Blue Prism, where we checked them out, however, we found that UiPath Platform has a comprehensive umbrella of products that we can leverage across different environments.
What other advice do I have?
We haven't used Agentic AI in our processes yet. We plan to do it.
One fair advice to organizations considering UiPath Platform is that it might feel overwhelming initially, however, I would recommend starting with processes that are challenging to build. For instance, if you're in healthcare, tackle healthcare processes with more data and complexity, or in finance or insurance, deal with processes that have higher volumes and more UI changes. Once you undertake these hard processes, it simplifies the creation of smaller processes moving forward.
I would rate UiPath Platform overall at an eight out of ten, reserving the extra two points as there are various competitors and platforms.
UiPath Platform is making changes to introduce Agentic and enhance user-friendliness, and while I think it's fair enough to use UiPath Platform due to the range of products, I still perceive potential areas for improvement.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Streamlines login processes and saves thousands of work hours through automation
What is our primary use case?
The main use case for UiPath Platform is data collection.
How has it helped my organization?
The Integration Service has benefited our organization by allowing us to streamline login activities that used to take a lot of time and required constant adjustments; with the Integration Service, we can proceed directly without worrying about anything breaking, and we receive alerts directly from there.
What is most valuable?
The feature I appreciate the most in UiPath Platform is the Integration Service.
In terms of value gained from being part of UiPath Platform user community, I find it very good; this was a big selling feature for us since, when I tested it before purchasing, I saw many responses, making me confident that I could find the answers I needed.
The biggest benefits I have seen from UiPath Academy are that we completed all courses to start, as we didn't have any prior training, and we were able to get certified and begin processes right away, which helped us deliver value back to the business.
What needs improvement?
To improve UiPath Platform, I definitely suggest including more integration services; the more customers they can connect with, the better, as there are a couple of major names missing, such as SAP connections and NetSuite.
For how long have I used the solution?
I have been using UiPath Platform for three years.
What do I think about the stability of the solution?
I assess the stability and reliability of UiPath Platform as very stable so far, and I look forward to seeing the upcoming AI features, hoping they can keep pace with the market and other products; that's why we're attending the conference, to learn more about their developments.
What do I think about the scalability of the solution?
We have expanded usage of UiPath Platform to our sister companies over the last couple of years, building more licenses and virtual machines, and the process has been very simple; we reach out to our contact who adds new features or licenses for us.
How are customer service and support?
I evaluate the customer service and technical support as very good, as we rarely reach out for technical support, however, our representatives are always there to answer questions and provide the necessary documentation.
On a scale from one to ten, I would rate my customer service and technical support experience as a ten for the last year and a half, after previously rating it a five due to the frequency of new account representatives; now we have one consistent contact who delivers everything we need.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Prior to adopting UiPath Platform, I was not using another solution to address similar needs.
How was the initial setup?
I would describe my experience with deploying UiPath Platform as super simple, very straightforward, and easy to execute.
What about the implementation team?
My team has used the vendor's UiPath Academy courses to assist us in the process.
What was our ROI?
I have seen a return on investment with UiPath Platform, reporting several different data points. We've recorded about 15 million new data points in one year that we weren't tracking previously, with several million dollars in sales revenue from processes we weren't collecting.
We've automated pricing changes for several thousand vendors, saving over 20,000 hours, which has allowed us to avoid hiring temporary associates.
What's my experience with pricing, setup cost, and licensing?
My experience with the pricing setup costs or licensing for UiPath Platform is very good, as our representative works with us to secure appropriate discounts for our business.
Which other solutions did I evaluate?
Before selecting UiPath Platform, I considered other solutions, including similar vendors like Automation Anywhere, and consulted our team of data scientists regarding the tools they use and the Python products they were developing.
What other advice do I have?
My advice to another organization considering UiPath Platform is to understand the feasibility of implementing it, as these are not overnight processes; it requires time and a clear understanding of the value you expect to gain, as targeting some big win projects from the start, since without those, UiPath Platform might not be the best fit for you.
I would rate UiPath Platform overall as an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Reduces manual work in document handling and improves process efficiency
What is our primary use case?
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.
What is most valuable?
I appreciate that UiPath Platform is such a cohesive suite of tools.
We get good benefit out of OCR and AI and all those and Orchestration, the attended and unattended.
Many different features are really beneficial. We have been able to streamline many processes now with UiPath Platform. Again, with document handling, we have been able to basically reduce headcount in certain areas and just streamline how we're handling faxes, images, and orders.
We have used the vendor's UiPath Academy courses. The team has all taken various courses in the UiPath Academy. The biggest benefits that we have seen from UiPath Academy include it being really helpful for a few of my team members to get certified in UiPath Platform. They really enjoyed having a credential and working towards something. It has helped them with their careers and helped them grow as individuals and develop.
My thoughts on UiPath user community highlight that it's really helpful to be able to go out to the forums and find information or ask questions. It's really nice that your peers can help you instead of always leaning on a third party or UiPath themselves. It's kind of nice to talk to end users in specific situations.
The biggest challenge with UiPath Platform is automation as a whole. It's really trying to evangelize and get that automation mindset across the organization. It's not necessarily a platform problem. It's a program problem.
The biggest benefit of usage is just being able to add runners to processes that are data-heavy or processing-heavy, so we can limit the server bandwidth and resources.
What needs improvement?
Personally, the only problem we have with it is some of the auditing ability and some of the user access and role building. If I had one thing that I would ask for more development in, it would be audit trail. We're a high-trust certified company, so we need to make sure that we have all that information. The ability to enforce and enroll people in different roles within the platform needs improvement.
For how long have I used the solution?
I have been using UiPath Platform for four years now.
What do I think about the stability of the solution?
We have not experienced downtime, crashes, or significant performance issues with UiPath Platform. We have a few bugs here and there, a few things that we run into, but nothing that's slowing operations or causing us any headache.
What do I think about the scalability of the solution?
UiPath Platform scales very well with the growing needs of our organization. It's easy to add runners, easy to add servers on our end, and as we have more needs, it's easy to scale. We have expanded the usage of UiPath Platform, and the process has been pretty smooth. We've rolled out to different business units, added servers, and we've certainly added more licensing and more runners over the four years. It has been pretty easy and seamless.
How are customer service and support?
I would evaluate customer service and technical support for UiPath Platform as very good.
We've always had really good ability to get answers quickly. We've run into a few issues that weren't easily addressed, and the team has worked to get after it. It's taken a little bit of time, however, knowing that it's kind of a nuance for our setup, they've been very responsive and very supportive, so I'm very appreciative.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Prior to adopting UiPath Platform, I was not considering or using another solution. This was the first effort in automation at the company.
How was the initial setup?
The setup was very easy. We're in the cloud, so it's very simple.
We use AWS as our cloud provider for UiPath Platform.
What was our ROI?
We have definitely seen a return on investment with UiPath Platform. We've seen, with all the document handling, a lot of return on those efforts.
What's my experience with pricing, setup cost, and licensing?
The cost of UiPath Platform was fine too. There were a lot of licensing opportunities, and it's all been very favorable. Licensing has always been competitive; never was there an issue there.
Which other solutions did I evaluate?
Before selecting UiPath Platform, we considered Automation Anywhere and we've certainly utilized and looked at the Power Platform from Microsoft, however, it has its limitations, so UiPath Platform is a go-to.
What other advice do I have?
We don't use formal Agentic AI with UiPath Platform. We do use AI with large language models to help organize and extract data, but we're not technically agentic.
I would describe my experience with the vendor as very seamless and easy. UiPath has been very supportive. They've been with us the whole way, and every time we have a question or issues, they're there to help us out.
On a scale from one to ten, I would rate UiPath Platform's features as a ten. It has many abilities and tools, connects to numerous systems, and is very universal. It fits our needs completely.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?