UiPath Generative AI for Medical Records Summarization

We are automating finance processes, and a specific example of how I use it day-to-day is through our automation efforts.

The finance processes we are automating include a use case called Forms and Materials Automation, which addressed a long-standing execution gap where there was inconsistent use of outdated or incorrect forms that were introduced for compliance risk and impacted the client experience. This release centralized and automated access to 169 forms, ensuring the advisors consistently used the most current approved materials, which helped reduce the manual effort, eliminate version risk, and improve the quality, consistency, and compliance of client communications.

Regarding my main use case, we are trying to use UiPath Platform for different capabilities including IXP, Maestro Orchestration, and Test Automation in the future.

The best features that UiPath Platform offers in my opinion are found in the use cases I have been heavily engaged with, which are pure RPA. However, I feel that UiPath is introducing many great features such as Maestro Orchestration and Cryptography, which will really help change the game, especially for my role as a consultant to be the bridge between IT and the business.

Cryptography and Maestro are features I have not used yet, but I have heard great things at the conference, and I am very excited to try them because Cryptography will definitely help streamline a lot of the intake and discovery effort to help design the solution and the use case faster and efficiently.

UiPath Platform has positively impacted my organization by shaping the enterprise and helping cut costs and risk associated with many different divisions across Vanguard, transforming the automation opportunities and reimagining manual processes with technologies to shape up and help the business deliver faster outcomes.

I do not recall any major gaps right now, but I do see that we have a long way to go in terms of enabling technologies that UiPath Platform is introducing, such as Test Cloud, coding agents, Maestro, and Cryptography in the company in the future.

I have been using UiPath Platform as a consultant for about one year.

I find UiPath Platform stable.

We have about 100 or more automations, so UiPath Platform is pretty scalable across the enterprise.

We do have federated teams and an IT enablement team, so we have good support, and we have good support with UiPath Platform as well.

We saved about $4.77 million in annual capacity value for one of the use cases called Trading Cost Basis, which strengthened the trading cost basis control environment by automating the detection and reporting of potential cost basis discrepancies, moving from manual transaction sampling to automated validation of in-scope transactions, enabling earlier issue identification, faster remediation, and reducing the operational risk.

I see a return on investment with UiPath Platform as a platform since requesting the software is an easy process for our enterprise.

UiPath Platform has positively impacted my organization by shaping the enterprise and helping cut costs and risk associated with many different divisions across Vanguard, transforming the automation opportunities and reimagining manual processes with technologies to shape up and help the business deliver faster outcomes.

I recommend UiPath Platform as it is the only good automation tool I have known and have used, so I recommend it to others. My overall review rating for UiPath Platform is 8.

My main use case for UiPath Platform is test automation. My use case with UiPath's Agentic Automation involves test case generation, and I have used it for healthcare clients.

The features of UiPath Platform that I appreciate the most are Autopilot and Test Automation self-healing capabilities. These features benefit my organization by making it very easy to create test cases using AutoTest, as we only need to provide plain English and it generates the test cases.

For improvement, I believe there are some native integrations with other automation tools that we would like UiPath to have, and if it has those, it will be beneficial for us. In the next release, I think there should be more integrations with other automation tools, especially open-source automation tools.

I have been using UiPath Platform for one year now.

Prior to adopting UiPath Platform, I was using open-source tools like Selenium and Playwright to address similar needs.

I would describe my experience with deploying UiPath Platform as easy, as the team was very helpful in assisting us with deploying their application on the client machine. What worked well was that there were many firewalls that had to be opened, which was not because of UiPath but because of the client, as they had some firewall issues.

Before selecting UiPath Platform, I considered other open-source tools and Tricentis. What stood out to me in my evaluation process was the ease of use, Agentic use case, and the cost.

I do use Agentic AI. I would assess Agentic AI's ability to extract data points as very good because I can use it to generate my test cases, and it helps me do it without any problems. Extracting data points with Agentic AI saves a lot of time, approximately a couple of hours. I do not have any metrics to share, but to create a normal test case, it will take around three to four hours, but with Agentic capabilities, it can be done in less than fifteen to twenty minutes.

I currently use UiPath's Agentic Automation capabilities. The Agentic capabilities I use include Autopilot. By leveraging Agentic Automation, I have achieved faster automation, self-healing capabilities, and better reporting. My overall experience using UiPath's Agentic Automation capabilities has been very positive so far.

My teams and I have used the vendor's UiPath Academy courses. The biggest benefits I have seen from the Academy are that there are dedicated courses for automation that we have gone through, and UiPath has created a separate course for our organization. Every teammate who has to onboard goes through that training material. I think the UiPath user community is valuable; it truly feels good, and the team members over there are really great. They help you out wherever and however it is needed.

The factors that led me to consider a change were that I needed an enterprise-level tool, and moreover, I needed something that can help me with every consolidated tool for the complete organization. My advice for other organizations considering UiPath Platform is to do so as an enterprise-level tool, as it can help you consolidate many applications into one. I would rate this platform a ten out of ten.

At Banca Transilvania, we have used UiPath Platform since its early days. In my position, I have not used it for an extensive period. Our main use case for UiPath Platform is extensive testing. We use it for testing in loan origination, for core banking, and for different types of applications, most of which are web-based. It fits very well into our testing processes and solves our problems for testing, but not for other things.

The best features that UiPath Platform offers are automated testing, manual testing, and self-healing. The self-healing feature helps our team with testing because our application development is incremental, and it solves our problem with rewriting automated testing. UiPath Platform has positively impacted our organization because this type of testing is done so well that our QA developers are very happy, and the customer is happy because there are fewer bugs, making developers feel very good about it. We have seen a reduction in bugs as a specific outcome. In the core banking migration where I was involved, we did not have any bugs on the launch of production.

I think that manual testing could be somehow moved to automated when you determine your manual test was satisfactory.

In my current field of IT, I have approximately 40 years of experience.

UiPath Platform is stable.

UiPath Platform's scalability is adequate.

The customer support for UiPath Platform is very good.

We are not using other solutions.

I see a return on investment, but I cannot provide more details.

My experience with pricing, setup cost, and licensing of UiPath Platform is that it is not cheap, but it is not very high either.

We have not evaluated other options before choosing UiPath Platform.

We do not use UiPath Academy courses. I think UiPath's user community is adequate, but we are not part of it. We are not using UiPath Communications Mining to automate actions or responses according to the type of content in the message. We are not using Agentic Automation. My advice for others looking into using UiPath Platform is to test it and use it. I would rate this review as a 9.

I use UiPath Platform to get Excel data, and from that Excel I need to integrate my solution with external vendors through API and with the result, I need to update that Excel and provide it to my business partners in other departments as a result of that.

Currently I am working with Document Understanding, but I'm facing some challenges as Document Understanding is not able to figure out signatures which are already there, but not in the particular box which I have designed. So that is why my use case is working for around sixty to seventy percent and failing for thirty percent of it. Consequently, I need to switch to AI and I need to burn tokens, which is a pain point.

I find scheduling to be the most valuable aspect of Orchestrator, and monitoring is, of course, a big plus point.

UiPath Platform positively impacts my organization as it eliminates the complexity of the processes and basically solves the mundane process which my associates used to do.

I think some video guidance and video tutorials would be great.

I would rate the customer support a ten.

UiPath Platform positively impacts my organization as it eliminates the complexity of the processes and basically solves the mundane process which my associates used to do.

The solution has reduced human error and freed up employee time, positively affecting my business as my associates can do more valuable tasks now.

I am happy with UiPath Platform implementation and the product and features it offers.

UiPath Platform is the best in the market.

It is quite scalable.

UiPath Academy is the most useful source of knowledge and information; I got to know Document Understanding and how I can implement it.

I view UiPath's user community positively.

I give this review a rating of seven.

My main use case for UiPath Platform is automating all the processes, or most of the processes, that are highly repetitive and can be automated while applying intelligence.

A specific example of a process I have automated with UiPath Platform is called Vandalism, where we internally validate the physical condition of the bank's ATMs.

One of the best functionalities that UiPath Platform offers is precisely the automation and the conjunction with the agents.

The integration with the agents has benefited my organization by allowing us to validate with an agent the quality of the physical condition, and it gives us a clear, concise, and accurate executive summary.

UiPath Platform has had a positive impact on my organization by increasing the FTEs.

UiPath Platform has helped reduce human errors or free up employees' time, as today humans do things that belong to humans, and robots handle things that are highly repetitive.

A specific example of how this division has improved productivity or the quality of work in my team is that it has improved time, efficiency, and quality of life.

At the moment, I cannot think of anything that could improve UiPath Platform.

I have been using UiPath Platform for approximately five years.

I consider UiPath Platform to be stable.

I rate the scalability of UiPath Platform as good. However, for corporate and privacy matters, many times it is not possible, since Cloud Robots are a very good option to automate as long as they are used to automate on public sites.

The customer support for UiPath Platform has been good.

I would rate customer support for UiPath Platform an eight on a scale from one to ten.

I did not use any other solution before UiPath Platform.

I have seen a return on investment, and the main KPI we have is precisely the time savings that is given back to the human.

My experience with pricing, implementation costs, and licenses is that the licenses are indeed expensive. However, if you aim to make time more efficient and focus on a qualitative approach rather than a quantitative one, then you can avoid fines.

We were in a period of searching for a new tool before choosing UiPath Platform. However, the integrations that UiPath Platform had, mainly with Microsoft On-Premise and Online, and the position it has in the Gartner quadrant, gave us the opportunity to decide to use UiPath Platform.

I have used UiPath Academy courses, and the main benefits I have gained from UiPath Academy include ongoing training and the use of new tools.

By applying UiPath Academy training to a group of our developers, they specialize and they themselves spread the knowledge, making new tools easy to adopt.

I do not consider that the Platform user community provides value or has been useful to me in any way.

My advice to other people who are considering using UiPath Platform is that they complete all the Academy courses or dedicate a good amount of time to it in order to have a complete onboarding and understand the tools that can be used for the project they have.

I found this interview to be slow in pace.

I would like you to share a brief poem or a haiku that summarizes my opinion about UiPath Platform. I have given UiPath Platform an overall rating of nine out of ten.

My primary use cases for UiPath Platform in my company are around business processes, customer service, and while we don't completely operate on the customer-facing side, we definitely help a lot with automations around fraud, payments, and reconciliations because being a banking system, we have many use cases around these areas, especially with numbers and reconciliations.

The features of UiPath Platform that I prefer the most include the long-running persistence activities, which allow you to release the license and suspend the job during long processes without wasting the license, and the Insights dashboard, which is an amazing automated reporting model based on queue items that generates and delivers reports periodically. Everything in UiPath Platform is amazing, especially its integration capabilities with services such as Salesforce and Microsoft Office 365, making our email interactions easier.

Additionally, I appreciate the terminal feature because in banking, many applications still use mainframe applications, and automating those processes is much easier with UiPath Platform's inbuilt emulator.

The benefits I realize from using UiPath Platform include that orchestration is much easier and more accessible, and the system is pretty flexible, making the setup less complicated. The cloud setup alleviates worries about infrastructure, especially beneficial for smaller institutions such as FIASoft, which cannot bear the costs of a data center or maintain a team.

In my opinion, one area where UiPath Platform can be improved is the Orchestrator's latency, which occurs sometimes while we're in the cloud.

We experience a lot of latency issues, especially with almost 100 automations generating substantial data, causing significant latency that we should aim to improve.

To make it a ten, I believe improvements in the Orchestrator and finding a better way to optimize agent costs, perhaps using a RAG model or a wrapper, would benefit both UiPath Platform and consumers.

I have been using UiPath Platform since 2019.

The other RPA tools I have used include Power Apps, OpenBots, which is mainly for extraction, and Blue Prism, where I started my RPA career. Blue Prism had very limited actions and integrations with other platforms, which led me to require UiPath Platform, and since 2019, I haven't looked back.

I use Agentic AI, but we've recently gotten approved for it and are currently making certain proofs of concept. We anticipate many questions around governance and security regarding the use of Agentic AI, which is one of the main reasons I'm here to understand the metrics and parameters around risk and governance.

I assess Agentic AI's ability to extract data points as very efficient compared to Document Understanding, though it incurs a lot of tokens, which poses challenges in a financial institution dealing with numerous documents. For example, handling a loan application with several documents requires extensive data extraction with Document OCR before processing it through Agentic AI, which can be costly in terms of tokens. Overall, performance-wise, it remains really efficient.

I have realized time savings when extracting data with Agentic AI, as our recent proof of concept demonstrated that it eliminates the multiple stages involved in Document Understanding, allowing us to send information and receive responses within a couple of seconds, making it really fast.

Currently, I do not use UiPath Platform's agentic automation capabilities such as Autopilot, as we're not permitted to use AI at all. However, I have exposure to Autopilot and see great potential in using coding agents and our approved in-house GitHub Copilot to expedite the development process.

My overall impression of using UiPath Platform's agentic automation is that it represents the next level of development and can significantly impact the current automation industry. My overall review rating for UiPath Platform is nine out of ten.

The main use case initially involved financial close operations, where we used bots to complete repetitive financial close tasks as part of the Berkshire Hathaway Group. Currently, as a partner, I use this primarily on large transformations that customers are undergoing, whether it is on SAP, Oracle, Salesforce, Workday, and other platforms. We utilize Test Cloud extensively, which has all the features of Test Cloud being utilized.

We have automated many financial use cases for most of our customers and suggested it to help them adapt quickly, along with logistics and order management use cases. Agentic AI helps us create thousands of orders in a day for testing or business purposes, replacing a process that used to take close to a month.

Prior to adopting UiPath Platform, we used Tricentis as another solution to address similar needs. However, UiPath Platform has proven to be much faster and more reliable.

The features of UiPath Platform have benefited my organization immensely, as a lot of time is spent creating things manually, particularly for large transformations. We create a lot of test cases for the business process manually, but with the Agentic AI version on Test Cloud, we ran through all the requirements documentation and uploaded all the requirement documents. It provided us with the workflows and the test cases or test scenarios to be tested, saving us probably about two to three months of time. In a project of fifteen months, three months of savings is almost twenty percent savings immediately. Secondly, we continue to use this for automation, converting the manual test cases into automation immediately, which saves an additional two months on our overall testing cycle. Roughly about thirty to thirty-two percent of overall time savings translates into millions of dollars for all the companies involved.

I find the Agentic AI version on the cloud of UiPath Platform the most valuable.

By leveraging Agentic automation, we have achieved a minimum of thirty percent acceleration in our initial use case with Agentic AI in converting requirements to test cases. We have also saved about fifty percent of the time spent on automation by using the Agentic AI version.

My overall experience using UiPath Platform's Agentic automation capabilities has been absolutely fantastic. We have used Tricentis and many other tools, including SAP Joule, but UiPath Platform's Agentic AI has significantly sped up many processes and helped us overcome past issues we encountered.

I believe UiPath Platform could be improved price-wise, as I believe the Test Cloud version currently prices based on the number of transactions. If you have one hundred test case scenarios and execute them just ten times a year, it totals one thousand executions based on that pricing model, which is very good. Additionally, if they could extend the cloud capabilities of Agentic AI further, it would be beneficial since on-premise customers may have to spend more on servers. If everything could be put in the cloud, they could save on that.

My thoughts on UiPath Platform's user community are that it can definitely improve. In my twenty-five years of experience, including on the influential council for SAP and Salesforce, I have observed that other user communities are more broadly covered with greater engagement. While UiPath Platform's community is really good, I see room for improvement in forming user groups, possibly region-based or something similar.

I have been using UiPath Platform for the last fourteen years.

There was initial slowness in responding when a service ticket was raised, but I believe that has improved, and I do not see that challenge anymore.

Before selecting UiPath Platform, we considered other solutions, specifically Panaya, Tricentis, and UiPath Platform itself. Most customers preferred UiPath Platform due to its ease of use, enabling even individuals without technical knowledge to automate processes, making it a user-friendly tool.

My experience deploying UiPath Platform is absolutely positive. For example, deploying Tricentis could take anywhere from six to eight weeks for our customers, whereas with UiPath Platform, we have managed to achieve deployment in just a week to ten days, showcasing its adaptability and quick deployment capabilities.

What stood out to me during the evaluation process, both positively and negatively when comparing these options, is how UiPath Platform adapted technology quickly, bringing AI to the forefront as a pioneer compared to many other AI platform vendors. The reliability increased confidence among users significantly.

We use the initial capability to convert requirements into test cases, and the second one we use is converting those test cases into automation. These are the two major capabilities we are using.

Agentic AI's ability to extract data points initially needed human review since, when we started working with it, it was thirty percent accurate and required seventy percent human review. However, it has learned a lot, and now we trust the Agentic AI version at least sixty to seventy percent, which is a significant change we have seen.

We saved close to eighty percent of the time extracting data points with Agentic AI because it takes away a lot of human effort needed to analyze the data. For example, if it is an SAP transformation, there are huge changes in understanding the Signavio or the BPMLs. The Agentic AI on Test Cloud helped us convert those Signavio and BPMLs into immediate business process scenarios based on our customer's business process, helping us kickstart our design faster.

My team has used the vendor's UiPath Academy courses.

The biggest benefits from UiPath Academy come from when we got into a new customer with specific requirements to utilize the entire Test Cloud. Initially, our team was only using automation, but with the academy, we accelerated our entire testing lifecycle, which is significant for us as there are multiple stages of test cases we create. We were able to effectively use everything through the Agentic AI version.

The factors leading me to consider optimizing our approach included spending extensive time on manual tasks despite having automation capabilities. With UiPath Platform, we have seen a significant reduction in that effort, as UiPath Platform Agentic AI provides around ninety to ninety-five percent automation compared to just forty to fifty percent with our previous system.

My advice to other organizations considering UiPath Platform is to understand that it is not just about adopting new technology. The adaptability, ease of usability, and how to engage business users beyond the user community are critical. It is important for everyone in the enterprise to start utilizing this, as quality and functionality are not just one person's responsibility in an organization. If the entire organization can adopt these practices, it will help scale overall productivity. I would rate this platform a ten out of ten overall.