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Introduction to RPA and Document Understanding

Welcome Chapter Members to our November Meet-up. We are excited to invite you to learn about RPA and Document Understanding. In this session, we will be covering: • Introduction to RPA • Introduction to Document Understanding • Introduction to AI center Please bring other topics with you that you would like us to explore in this chapter. We are looking forward to meeting everyone. Invite your colleagues as well.

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UiPath Canada Chapter
Introduction to RPA & Document
Understanding
#UiPathCanadaChapter
2
Introduction RPA & DU Q&A
Meeting Agenda
About
3
About UiPath Denver Chapter!
We are an online and offline environment where RPA
developers, professionals, and enthusiasts:
- meet each other and share experiences in the RPA
industry
- learn together about the challenges they encounter
- build projects and components together and expand
upon automation ideas
Platforms:
- UiPath Community Page
Senior Engineering Lead
Persistent Systems
UiPath Canada Chapter Lead
Shantanu Chande
Organizers/Team
Diana Gray
Community Leader
Community Marketing Manager
UiPath
RPA Solutions Architect
TD Bank
UiPath Canada Chapter Lead
Joel Medeiros Sharon Palawandram
Machine Learning Consultant,
Ashling Partners
5
the Story of work
6
What is robotic process automation?
Robotic process automation (RPA) is a software technology that makes it
easy to build, deploy, and manage software robots that emulate human's
actions interacting with digital systems and software.
Just like people, software robots can do things like understand what’s on a
screen, complete the right keystroke, navigate systems, identify and extract
data, and perform a wide range of defined actions. But software robots can
do it faster and more consistently than people, without the need to get up
and stretch or take a coffee break.
In simple words RPA is a term used for software tools that partially or fully
automate human activities that are manual, rule-based, and repetitive.
They work by replicating the actions of an actual human interacting with one
or more software applications to perform tasks such as data entry, process
standard transactions, or respond to simple customer service queries.

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Introduction to RPA and Document Understanding

  • 1. UiPath Canada Chapter Introduction to RPA & Document Understanding #UiPathCanadaChapter
  • 2. 2 Introduction RPA & DU Q&A Meeting Agenda About
  • 3. 3 About UiPath Denver Chapter! We are an online and offline environment where RPA developers, professionals, and enthusiasts: - meet each other and share experiences in the RPA industry - learn together about the challenges they encounter - build projects and components together and expand upon automation ideas Platforms: - UiPath Community Page
  • 4. Senior Engineering Lead Persistent Systems UiPath Canada Chapter Lead Shantanu Chande Organizers/Team Diana Gray Community Leader Community Marketing Manager UiPath RPA Solutions Architect TD Bank UiPath Canada Chapter Lead Joel Medeiros Sharon Palawandram Machine Learning Consultant, Ashling Partners
  • 6. 6 What is robotic process automation? Robotic process automation (RPA) is a software technology that makes it easy to build, deploy, and manage software robots that emulate human's actions interacting with digital systems and software. Just like people, software robots can do things like understand what’s on a screen, complete the right keystroke, navigate systems, identify and extract data, and perform a wide range of defined actions. But software robots can do it faster and more consistently than people, without the need to get up and stretch or take a coffee break. In simple words RPA is a term used for software tools that partially or fully automate human activities that are manual, rule-based, and repetitive. They work by replicating the actions of an actual human interacting with one or more software applications to perform tasks such as data entry, process standard transactions, or respond to simple customer service queries.
  • 7. 7 Automation Automation describes technologies that reduce human intervention in processes. Process A series of actions or steps taken in order to achieve a particular end or complete a task. Robotic Process Automation (Continued) Robotic Software Robots mimicking human actions. It’s a Software Robot, NOT a Physical Robot.
  • 8. 8 Robots that can automate practically anything Log into Application Extract content from docs, pdfs, emails, forms Move files and folders Email operations Scrape data Database operation Excel Automation Calculations
  • 9. 9 Add AI skills to automate cognitive processes
  • 10. 10 What are the business benefits of RPA?
  • 11. 11 Today, RPA is driving new efficiencies and freeing people from repetitive tedium across a broad swath of industries and processes. Enterprises in industries ranging from financial services to healthcare to manufacturing to the public sector to retail and far beyond have implemented RPA in areas as diverse as finance, compliance, legal, customer service, operations, and IT. And that’s just for starters. RPA has become so widespread because it is broadly applicable. Virtually any high-volume, business-rules-driven, repeatable process is a great candidate for automation—and increasingly so are cognitive processes that require higher- order AI skills. Where can RPA be used? Finance HR Services IT Services Client Services Retail Operations Supply Chain
  • 12. 12 Why is RPA the fastest-growing enterprise software in the world? Rapid, significant return on investment (ROI) Minimal upfront investment No disruption to underlying systems Low-code build environment Scalable and enterprise- ready
  • 13. 13 RPA is not AI; AI is not RPA. But the combination of RPA and AI unlocks massive new possibilities for enterprises everywhere. For one thing, RPA technology now makes it possible to insert advanced AI skills in the form of machine learning models, natural language processing (NLP), character and image recognition, and more into RPA robots. Giving robots these AI skills dramatically expands their ability to handle cognitive processes that require things like: • Understanding documents including semi-structured or unstructured data • Visualizing screens (including virtual desktops) • Comprehending speech and carrying on conversations and chats Is RPA the same as artificial intelligence (AI)?
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  • 16. 16 Document Understanding process flow Intelligent document processing is not just about accelerating operational efficiency. It’s also about improving accuracy, customer experience, compliance, and employee satisfaction. It’s about making your organization successful and contributing to your company’s growth.
  • 17. 17 Types of documents and their processing Structured – repetitive forms and documents with a structured template that can contain handwritten text, signatures, checkboxes (different forms, passports, licenses, time sheets) Semi-structured – documents containing fixed and variable parts like tables (invoices, receipts, purchase orders, medical bills, bank statements, utility bills) Unstructured – documents with no fixed format (various contracts, agreements, emails, disease descriptions, drug prescriptions, news, voice scripts​) - Rule-based / template- based approach - Processes data fixed in format - Model-based approach - Extracts same info from each document - Model-based approach - Needs to “read” the text to extract the meaning and identify required info H Y B R I D A P P R O A C H
  • 18. 18 Document Understanding capabilities Automate more processes, from start to finish. Automate Process a wide range of documents. Process Make robots more fine-tuned with machine learning models. Machine Learning Remove 'noises' from documents Calibrate
  • 19. 19 Document Understanding Framework Load taxonomy Digitize Classify Extract Validate Export Define files and data for extraction Use OCR to provide text and its location Classify the documents from the specified list Extract information from the document If needed, a human can help confirm the extracted data Export the extracted information for further usage
  • 20. 20 Document Understanding AI capabilities RegEx-Based Extractor Machine Learning Extractor Intelligent Form Extractor Form Extractor - Mostly structured documents - Relies on regular expressions - Mostly structured documents, tables, checkboxes - Relies on templates and rules - Mostly structured, tables, checkboxes, handwriting, signatures - Relies on intelligent templates and rules - Mostly semi- structured documents - Relies on ML models and other AI-powered techniques Rule-based Model-based Hybrid approach
  • 21. 21 Get off to a quick start with AI and improve accuracy over time Make use of pre-trained machine learning models to enhance your bot with AI. Empower citizen developers and business users with no-code Forms AI. Coupled with traditional RPA, AI document processing calls for highly intelligent robots that keep learning over time to become more accurate.
  • 22. 22 Capabilities in machine learning packages
  • 23. 23 Capabilities in machine learning packages
  • 24. 24 Capabilities in machine learning packages
  • 25. 25 Capabilities in machine learning packages
  • 26. 26 Capabilities in machine learning packages
  • 27. 27 Capabilities in machine learning packages
  • 28. 28 Capabilities in machine learning packages
  • 29. 29 Training, training, training! (Take your model to the gym)
  • 30. 30 Education Learn RPA Skills - Free Community Software - Academy - Certification - Academic Alliance Support Solve problems - Forum - Documentation - Community Blog - Use Cases Repository - Job Board Network Grow your career - Meetups & DevCon - Mentorship - Hackathons - MVP Program - Automation Champions An ecosystem enabling developer success
  • 31. 31 Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified • Then upgrade to the Enterprise version of the product Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of the Forum Leaders, based on the contribution to others’ growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications
  • 32. Q & A
  • 33. 33 “We cannot seek achievement for ourselves and forget about progress and prosperity for our community. Our ambitions must be broad enough to include the aspirations and needs of others, for their sakes and our own.” Cesar Chavez Thank You!