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Introduction to RPA_SummerSchool _ Welcome to the world of automation using UiPath Studio.pdf

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Introduction to RPA_SummerSchool _ Welcome to the world of automation using UiPath Studio.pdf

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In this session we will provide you with the tools and information needed to go smoothly through our following 3 sessions. We will address the introduction into RPA and UiPath Studio technology.

Agenda:

- What is RPA
- Overview of the Platform
- Focus Task Capture/Orchestrator
- Real world use Cases
- Benefits of RPA
- Studio Overview
- Quick automation Demo (Calculator, Amazon)
- Homework: access the exercise pack for the demo used and automate
- Introduction to upcoming session 2,3,4 - give context
- Installing Studio from - --Community Automation Cloud
- Quick intro on how to the sign up for the community edition and install (Demo)
- Wrap up and prep for session 2 (installing studio and have it ready)

In this session we will provide you with the tools and information needed to go smoothly through our following 3 sessions. We will address the introduction into RPA and UiPath Studio technology.

Agenda:

- What is RPA
- Overview of the Platform
- Focus Task Capture/Orchestrator
- Real world use Cases
- Benefits of RPA
- Studio Overview
- Quick automation Demo (Calculator, Amazon)
- Homework: access the exercise pack for the demo used and automate
- Introduction to upcoming session 2,3,4 - give context
- Installing Studio from - --Community Automation Cloud
- Quick intro on how to the sign up for the community edition and install (Demo)
- Wrap up and prep for session 2 (installing studio and have it ready)

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Introduction to RPA_SummerSchool _ Welcome to the world of automation using UiPath Studio.pdf

  1. 1. Introduction to RPA: Welcome to the world of automation using UiPath Studio
  2. 2. 2 RPA is the technology that enables a software program to mimic human actions while interacting with computer applications to accomplish required tasks. Some human interactions that can be automated are: What is RPA? Mouse movements and clicks Keyboard inputs Reading computer screen
  3. 3. 3 Mimics human action Quick to implement and powerful to scale Operates any application No mistakes and without resting Structured reading and actioning data What is RPA? RPA can also work directly with API You can even read or write SQL RPA
  4. 4. 4 What RPA is not? Walking and Talking Robots or Humanoid Warehouse Robots Human Replacements
  5. 5. 5 What Robots Can Do ?
  6. 6. 6 The UiPath Suite has three core components, which are are: UiPath Platform Execute workflows and instructions Control, manage and monitor the robots Design automation workflows visually, with minimal use of code Deploy Execute Robot Studio Orchestrator
  7. 7. A step beyond RPA – UiPath End- to-End Automation Platform
  8. 8. 8 UiPath End-2-End Automation Platform Discover Build Manage Run Engage Measure Discover what to automate with process mining powered by AI Professional developers, citizen developers, and employees create automations Securely deploy and manage automations from anywhere, at scale Robots work with your applications and your people to carry out automations People and robots work together to automate complete processes Embedded analytics give you deep insights into business metrics, not just robot metrics Automation Hub​ Process Mining Task Capture Task Mining StudioX​ Studio Document Understanding Automation Hub Orchestrator​ Cloud Platform AI Center Test Manager Attended Robots​ Unattended Robots AI Robots Testing Robots Action Center​ Apps Assistant Chatbots Integration Services Insights
  9. 9. 10 Engage - UiPath Apps
  10. 10. 11 Measure - UiPath Insights
  11. 11. Real world Use-Cases
  12. 12. 13 Some examples where RPA is deployed in businesses departments today are: Use of RPA in Business Education • Enrolment Process • Attendance Robot • Scheduling Meetings • Classroom and Online Learning • Answering Queries • Library Robots - Alerts IT • Server & app monitoring • Routine maintenance & monitoring HR • Payroll • Onboarding & offboarding Supply Chain • Inventory management • Invoice & contract management Client Services • Address change • Scheduling appointments Accounting • Accounts/Reports Reconciliation • Account Creation & Update Operations • Order Creation & Update • Work Order Request
  13. 13. 14 A successful RPA project in one department will naturally spread across the organization
  14. 14. 15 Use of RPA in Business USE CASE Necessary for the protection of participants, Pharmaceutical organizations track, manage and report Serious Adverse Events during clinical trials. These require manual processing, evaluation and reporting to ensure adequate analysis of trial performance Employees struggle to process vast volumes of data in real-time, which results in a process that is slow, suffers from persistent quality management issues, and represents a sustained vector for compliance risk. TECHNICAL SOLUTION A technical solution was applied combining RPA, ActionCenter, and OCR • ActionCenter - acts as orchestration layer to gather individual case reports and to escalate cases for human follow up • Document Understanding - acts as classification and extraction engine of relevant information • UiPath – acts as automation engine for data entry and evaluation Enter case into database Create Initial Report Extract SAE data from case / report AE Intake Email Report Evaluate case Review & Approve Report AE Processing AE Reporting Paper-Based Report Serious Adverse Event (SAE) Intake and Reporting
  15. 15. 16 Use of RPA in Business Change Application USE CASE A time-consuming manual process as part of Drug Discovery and Development was automated using UiPath. The process involves creating a new Change Application (CA) using data from Email and SAP and forward it to assessor. . TECHNICAL SOLUTION We applied a technical solution using RPA to check key data received via email, retrieve CMC data from SAP, create a CA in CatWeb and send an e- mail to assessor, if an assessment is needed. Otherwise the Bot notifies the Regulatory Affairs & Change Management Department (RA CM). Download CMC Data from SAP Send Email to RA CM Data Retrieve from SAP Extract key data from Request Change Application Request Request via Email Request via Portal Store Documents on shared drive Notify RA Change Management Create CA using CMC Data Send Email to Assessor CA creation and Assessment Request No assessment needed Assessment required
  16. 16. 18 The major advantages of RPA adoption by a business are: Benefits of RPA Reduced Cost of Process Execution Easier Scaling Improved Regulatory Compliance Enhanced Accuracy Increased Execution Speed
  17. 17. 19 Gartner puts together an annual review of RPA (and pretty much everything in the world) UiPath is a Leader in this Magic Quadrant. Its RPA product, the UiPath Platform, offers rich governance features, a citizen- developer-friendly UX, enhanced computer vision and cloud RPA as a service. Strengths • Product Strategy • Overall Viability • Customer Ecosystem The RPA software market remains a rapidly growing segment of the enterprise software market. The RPA software segment’s revenue grew by 31% to $2.4 billion in 2021, well above the average worldwide software market growth rate of 16% (see Market Share Analysis: Robotic Process Automation, Worldwide, 2021) Source: Gartner Magic Quadrant for Robotic Process Automation 2022 UiPath is #1 (four years in a row) Get the full report here
  18. 18. 20 Analysts agree: UiPath leads in product, vision, strategy and execution Forrester Gartner IDC Everest All reports: 2021
  19. 19. Demonstration 1, UiPath Studio
  20. 20. Select from Project, Snippets and Activities tabs • Projects provides access to current packages supports logical file organization • Activities allows you to search or browse to all the drag and drop elements • Snippets provides code that you can plug into your automation for common programming requirements
  21. 21. Select from Properties, Test Explorer, Object Repository and Outline • I spend most of my time in the properties pane interacting with the activities. • The Test Explorer panel is another great place to get information about your project.
  22. 22. Demonstration 2, UiPath Developer Community Edition Installation
  23. 23. 26 Thank You Any questions? Helpful Links Exercise https://drive.google.com/file/d/15hm3vOnySMiJkvWfj-ONyEbGb5-Mu-t5/view?usp=sharing UiPath Academy: UiPath Academy UiPath Community: UiPath | UiPath Community Forum: UiPath Community Forum Forum link for this class: Studio Forum Thread

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