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?
Amazon Web Services (AWS)
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?
Amazon Web Services (AWS)
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?
Amazon Web Services (AWS)
Has connected disparate systems and automated repetitive tasks to save time daily
What is our primary use case?
I'm trying to think of some good data points or examples on the spot. One of the things that our company struggles with is that we've bought a lot of different systems that don't integrate with one another. What I've really tried to do since starting to utilize UiPath Platform is find ways to make these imperfect systems work together, whether it be Mike Albert for fleet data, Azuga for safety-related data, or Snowflake for data warehousing. I aim to take all that data, put it into our Snowflake warehouse, and then visualize it in Power BI and other tools, so the sky's the limit, and I know we even use it for Amazon, Walmart, and various other processes.
What is most valuable?
I love the Studio application and the Orchestrator function of UiPath Platform, being able to put our details all in there. I especially appreciate the integrations with Snowflake and different software, which really make it more useful for us as we're starting to dive into the Agentic AI piece at our company. However, I'm still getting fresh into it.
One of the biggest benefits of the features of UiPath Platform that I can think of is that we've been able to build a process to handle what previously were multiple manual processes where people would go in, review purchase orders, and make changes to them themselves. Now, when we have an order come through and need to make a change, they can submit a change through a ticket, and UiPath Platform will do it all, saving us about an hour of personnel time per head every single day, which has already been a huge change in our organization.
I honestly really benefit from UiPath Platform's user community. I go to forums and similar platforms and always find supportive people who often have had similar problems or issues that I've been able to reach out to, communicate with, and get the path forward for, so it's been nothing but positive, even beyond just UiPath Platform individuals within the company; other users have been very helpful too.
What needs improvement?
That's a tough question about how UiPath Platform can improve. For me, starting out, it was very helpful that I utilized different other AI platforms to teach me the best way to go about creating a process in the tool, and perhaps it was a lack of my education, however, tools to leverage AI within the platform could continue to educate users as they're building out new processes.
I would emphasize functionality to challenge one's thought process, asking whether one is going about it in the most efficient way, recognizing that there are a million different ways to do a process and questioning if I'm doing it the right way and needing tools to help with that.
To be considered a ten out of ten, UiPath Platform needs to enhance its capabilities, and I would lean into the integration of AI to coach and mentor you through the process. While I have my connections throughout the company, often it's just myself. Having an AI friend who is a UiPath Platform professional that knows what's best would make it easier than having to gather information from various places.
For how long have I used the solution?
I've been using the solution for about two years; it's very new.
What do I think about the stability of the solution?
I would assess the stability and reliability of UiPath Platform as excellent, as everything I've experienced so far has had minimal hiccups, and if there were issues, they have been user error rather than reflecting poorly on UiPath Platform.
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 has scaled very with the growing needs of our organization; just in the year that we've had it, we've continued to find new ways to utilize it.
We have expanded usage of UiPath Platform. The gentleman that I was just around passed it on to me, and we've been trying to share it broadly across the rest of our enterprise, and so far, the experience has been very promising. We tested it with a couple of other individuals at some of our parent company's six smaller companies, and it's made it easy for us to share it across them as also, so from that standpoint, it's been very rewarding.
How are customer service and support?
Regarding customer service and technical support, the times that I've had to search for it, I've had no problems whatsoever.
On a scale from one to ten, I would rate customer service and technical support as a ten based on my limited interactions. The encounters I have had have all been positive.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I was using Power Automate to address similar needs prior to adopting UiPath Platform. It definitely wasn't at the scale of what UiPath Platform has been able to do for us.
What was our ROI?
I've seen a return on investment with UiPath Platform. As I touched on with the PO changes, many more opportunities are found at our parent company, and while our team has a laundry list of things to do, we don't have enough time to do it.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing for UiPath Platform would definitely be more directed towards another colleague, as he handled more of it than I did. That said, from my experience, it was nothing but positive.
Which other solutions did I evaluate?
For myself, I didn't consider many other solutions before selecting UiPath Platform since I used what our company had at its disposal, which was a lot of Microsoft tools such as Power Automate. Those were not nearly as robust as what UiPath Platform brings to the table, and this was my first exposure to an RPA system and Agentic AI.
The factors that led me to consider a change to UiPath Platform included performance; our company needed a system that we could trust.
What other advice do I have?
I don't yet use Agentic AI. Part of the reason why we're attending a conference is to learn more about it.
I haven't yet used the vendor's UiPath Academy courses.
The biggest advice I would give to other organizations considering UiPath Platform is to continue to push outside of the box and not to think within the confines of what you initially look at, as the opportunity to use the software is really everywhere. It's just a matter of having the time to put into it, so my biggest words of encouragement would be to keep trying, keep pursuing it, and avoid a too tunnel-visioned approach.
On a scale from one to ten, I would rate UiPath Platform overall as a ten, as coming in with a little bit of experience, it was very easy to pick up, learn, and lean into, which has been very rewarding.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
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?
Amazon Web Services (AWS)