Describe who the software is best for - their role(s) within what kind of companies.
Robotic process automation (RPA) software automates repetitive business processes on the UI level by mimicking employee actions. RPA “takes the robot out of the human) by quickly & accurately performing tedious work with 100% accuracy. It doesn’t impact applications or databases, so implementation is quick, and ROI arrives in just a few months.
Within both SMBs and global enterprises, RPA is best for: Finance, Accounting, HR, Call Centers & Contact Centers, Banking, Insurance, Sales, and Financial Services Companies.
How does this software benefit them?
Finance: production of monthly, quarterly and yearly financial reports and associated tax documents.
Accounting: repetitive tasks such as quote-to-cash and procure-to-pay are easily done by RPA.
HR: employee onboarding, promotion/transfers and employee exit activities are highly repetitive and a sweet spot for our automation. Candidate sourcing: customers use RPA to automate aggregating CVs, assessment results and interview notes. Employment history verification: customer also use our robots for routine steps such as validating application data from numerous external sources.
Call Centers & Contact Centers: RPA is good at quickly retrieving/updating customer data from legacy/non-legacy databases. UiPath can integrate attended/unattended robots with intelligent chatbots, creating an initial customer exchange that increases the capacity and improves the performance of contact center employees.
Banking: UiPath robotic process automation is highly efficient at automating data validation and leveraging it within know your customer (KYC) processes.
Insurance: RPA is widely used in claims processing because it can incorporate semi-structured and unstructured data into its automation workflows. For example, extracting data from PDFs, scanned documents and other formats. Or, screen scraping, OCR (Optical Character Recognition) and basic pattern recognition technologies to extract data from almost any format. All these technologies reduce the need for keying in data during claims processing workflows- a great example of taking the robot out of the human.
Sales: leveraging RPA to achieve more effective CRM integration is becoming increasingly popular. UiPath robots allow customers to integrate their email, call and other communication data to CRM (such as Salesforce).
Financial Services Companies: these organization, particularly those involving in trading activities, track P&L and risk exposures daily. Our robots replace the excel, legacy tools and manual activities many continue to use in order to create these reports.
How technical do users need to be to use the software?
UiPath has pioneered a wide range of innovations that make our software easy to use: Computer Vision, process recorders, reusable drag/drop workflow activities; templates and more.
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You don't have to be a developer to use our product. The majority of our customers have business analysts on their Center of Excellence team who create and modify process automations. Those analysts are comfortable with logical workflows, putting rules into those workflows and using variables.
For complex processes and/or automations using technologies like natural language processing (NLP); machine learning (ML) and human-in-the-loop (HTL) developers are typically utilized.
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