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Fully unlock the power of analytics
and automation using UiPath and
Alteryx integrations
Tech Integrations Series
Lynette York
Principal Technology
Alliances Manager
@UiPath
Meet today’s team:
Rohit Radhakrishnan
Marketing Community
Manager APJ
@UiPath
Mo Roy
Sr Partner Engineer
@UiPath
Amir Khan
Partner Sales Engineer
@Alteryx
Cristina Vidu
Community Manager
@UiPath
Diana Gray
Community Marketing
Manager AMER
@UiPath
3
1. Meetup Introduction with our Community
Manager
2. High Level Overview of UiPath + Alteryx
Integration
3. Platform Overview: Alteryx Designer and
Server, UiPath Connector
4. Live Walkthrough: 1) Configuring Alteryx
Activity Pack in UiPath Studio, 2) Configuring
UiPath Connector in Alteryx Designer
5. Demo: Building Automations
6. Use Cases
7. Q&A and Additional Demos
Agenda
Confidential │ ©2021 Alteryx, Inc.
4
RPA + APA: Accelerating Value and Impact
RPA & APA:
Time Savings
RPA & APA: Reduce
Human Errors
RPA & APA: Reduce
Processing Delays
RPA & APA:
Meet Compliance
Requirements
APA: Reduce Risk of
Forecast Accuracy
APA: Mitigate Fraud
Risk
APA: Reduce Audit
Costs
APA: Automate
Manual Analyses
APA: Mitigate
Dependency on
Data Scientists
through Upskilling
RPA & APA: Reduce
number of FTEs
needed
RPA & APA: Free up
time for value-added
tasks
APA: Minimize Tax
Liabilities, Penalties
APA: Identify
Additional Cost
Savings
1 2 3 4
Operational Efficiency Risk Mitigation Analytic Efficiency Cost Savings
5
Top Line Growth
APA: Increase
Revenue through
Effective Campaigns,
Improved Customer
Engagement
Confidential │ ©2021 Alteryx, Inc.
5
Alteryx APA + Robotic Process Automation (RPA)
Leverage RPA to Automate Data Asset Inputs
Deliver end-to-end analytic automation with APA + RPA
BI
Applications
RPA
Stakeholders
Business-Ready
Docs, Email…
Enterprise
Apps & APIs
Production AI
Automating
Insights to Action
Deployment
& Monitoring
Data Asset
Mgmt.
300+ Automation Building Blocks
Low Code/No Code
Data Prep &
Blending
Forecasting &
What-If Analysis
Diagnostic
Reporting
Data Science &
ML
Location
Insights
Predictive
Analytics
Business
Insights
Process
Automation
Automate Manual,
User-Driven, Data
Aggregation Processes
Robotic Process Automation
Import Data from
Legacy Applications,
Mainframe, etc.
Scrape & Import
Data from Website’s
and User Portals
Extract Data from
Non-API Sources
Confidential │ ©2021 Alteryx, Inc.
6
Alteryx and Robotic Process Automation (RPA)
Utilize a Robotic Process Automation within an Analytic Process
Robotic Process Automation
Automate Manual,
User-Driven, Data
Entry Processes
Input Data into
Legacy Applications,
Mainframe, etc.
Input Data into
Citrix, SAP, or Virtual
Desktop Interfaces
Deployment
& Monitoring
Data Asset
Mgmt.
Data Prep &
Blending
Forecasting &
What-If Analysis
Diagnostic
Reporting
Data Science &
ML
Location
Insights
Robotic Process
Automation
Business
Insights
Process
Automation
Invoke RPA within an
Alteryx Workflow
Confidential │ ©2021 Alteryx, Inc.
7
Alteryx APA + Robotic Process Automation (RPA)
APA & RPA Solution Offerings
Alteryx
Server
Alteryx
Designer
DEPLOY
UiPath
Orchestrator
DEVELOP
UiPath
Studio
8
UiPath + Alteryx Integrations
• The UiPath Activity Pack for Alteryx is an
integration between the UiPath Enterprise RPA
Platform and Alteryx Server. It enables users to
easily trigger Alteryx workflows from UiPath
workflows. In order to be able to use this the
Alteryx clients need to have a server license.
• The integration is built in collaboration with
Alteryx, supported and maintained by UiPath.
• The UiPath Connector for Alteryx
Designer allows Alteryx users to call UiPath
workflows in the UiPath Orchestrator from
within Alteryx workflows. The processes are
executed by robots.
• The connector is built by Alteryx and
is supported and maintained by Alteryx.
Key Integrations
UiPath Activity Pack
for Alteryx
Pre-packaged activities that
allow users to trigger Alteryx
workflow from UiPath and
send data to/ receive data
from Alteryx Workflow
Available in UiPath Studio
& UiPath Marketplace
UiPath Connector
for Alteryx Designer
The Connector allows
Alteryx users to
call UiPath robots
from within Alteryx
Designer
Available in Alteryx
Workflow Gallery &
UiPath Marketplace
9
UiPath + Alteryx = More Value On Your Investment
Add UiPath to Alteryx
Let UiPath Robots handle the
repetitive and tedious tasks of
scraping, extracting and feeding
data to Alteryx platform
Automate data input/output for
sources that are not easily
accessible via API
Turn decisions into actions by
automating business processes
based on the results of analyses
Add Alteryx to UiPath
Scale analytics and make
better decisions
.
Incorporate analytics seamlessly
into enterprise business workflows
Build intelligence into existing
business processes
Make automated, smart
applications a standard
Have Alteryx and no UiPath? Have Both Alteryx and UiPath?
Have UiPath and no Alteryx?
Reduce cost and increase
productivity for developers,
analysts, and data scientists
Leverage Alteryx and UiPath together
Use data analytics to gain insight
and make informed decisions
Automate data preparation
processes that feed analytics
and data science functions
Embed analytics and ML into
business processes and quickly
take advantage of new analyses
Analyze all your data and use
automation to move quickly from
data to decision to action
EXTEND and ACTIVATE
Together, UiPath and Alteryx offers the best end-to-end solution for getting value out of data
10
Automated workflows to act on intelligent Insights
Operational Analytics with aggregated data from virtually
any source
UiPath Unlocks the Full Potential of Analytics Platforms and
AI/ML
Use UiPath robots to import
data from websites, legacy
applications, and challenging
documents
Promote a complete dataset
Extend data preparation
capabilities by structuring and
aggregating data from legacy
and other difficult sources.
Facilitate the hand-off to BI
and Analytics Tools
Take action based on your
insights. Trigger automations
from within Alteryx
Act on Insights and AI
decisions
Connect disparate systems
including LOB systems like
SAP, Oracle, DocuSign,
Salesforce, and many more
Apply data to more
business outcomes
Gather data from
challenging sources
Structure and
consolidate
Rapidly integrate
with LOB systems
Take action where
you make decisions
Use UiPath to extend existing
workflows and automations by
incorporating additional
sources, triggers, and outputs:
• Incorporate human input
• Orchestrate execution of
workflows based on user
input and other triggers
Seamlessly extend
workflows with
UiPath processes
1 2 3 4 5
11
UiPath Connector for Alteryx Designer – How Does it Work?
"Extract data from reports" is a process that pulls data
directly from Salesforce. This process was created in
UiPath and is invoked from within the Alteryx workflow
by the UiPath Connector for Alteryx Designer.
Results are returned in a spreadsheet
The UiPath Connector for Alteryx
calls the workflow “Extract data from
reports”, which is executed by a
robot. The results are sent back to
Alteryx as a spreadsheet.
12
UiPath Connector for Alteryx Designer
13
This UiPath Activity Pack for Alteryx includes:
• Alteryx Scope: provides authentication for Alteryx
services and all activities.
• Get App
• Get App Jobs
• Get App Questions
• Get Job
• Get Job Output
• Run Job
The UiPath – Alteryx RPA Component Pack for is available in UiPath Marketplace
UiPath Activity Pack for Alteryx​
Feed data to and publish from the analytics platform
Customer Stories
& Use Cases
15
Case Study: Top 3 US Bank has embarked on “Citizen Led”
Automation Program in CFO function using UiPath and Alteryx
The Problem
• 30-40% time spent in extracting data from bank’s internal
applications for Alteryx models
• Some of the applications included several GLs, Loan booking
systems, trading and risk management applications
• Led to delays and stagnation in overall analytics and reporting
initiatives for CFO function
Embarked on UiPath led Citizen led initiative
for Alteryx users in CFO
The Solution
Initial use cases include journal reclassification, management
reporting, cost center remediation, revenue attribution, trader
compensation audits
No end-to-end automation solution for Risk
and Analytics / Reporting functions
Initial rollout to 400 users of which 40 are core designers.
Scaling plan to 8K by Nov 2020
Pilot use cases demonstrated ease of use and speed of
deploying attended automations for analytics teams
Confidential │ ©2021 Alteryx, Inc.
16
APA in Action | Private University
Automation and Continuous Auditing
3
• Internal audit department adopted
automated processes using UiPath (RPA)
and Alteryx APA to simplify repetitive
analytical tasks
• Increased the frequency of reviews
• Avoided external auditing costs and made
use of a flexible licensing agreement
• Improved the accuracy of reviews and
reduced errors
Simplify analytic processes Reduce execution time
and auditing costs
Improve the accuracy
1 2
RPA & APA to simplify analytics to automate audit process
Multiple data
sources along
with extraction
and publication
of information
and analysis of
structured and
unstructured
information
Analysis insights
aiding decision-
making and
implementation
of changes and
improvements
to processes
BI
Applications
RPA
Stakeholders
Business-Ready
Docs, Email…
Enterprise
Apps & API’s
Production AI
Cloud
Sources
Bots
Data
Platforms
Files, Docs
Applications
Logic
Source: Alteryx Community
17
Multi-phase analysis to reduce attrition and increase loyalty
Use Case 1: Customer Retention
Business Benefits
• >80% of the effort is automated
• Reduces errors and processing
time (from hours to minutes)
• ROI in <4 months
Implementation Time
• Est. 3-4 weeks to develop the
unattended UiPath robots
• Native connector configuration
effort is approx. 2-3 hours total
Technologies
• Alteryx
• Salesforce
• Adobe Marketo
• Excel, Slack
The robot sends a
Slack message to the
marketing manager
with job status details
5
1
The analytics system
processes customer
transaction data to
identify accounts at
risk of attrition
The robot enriches the
data by accessing the
CRM system to fetch
profile data for each
account listed
2
The robot uploads the
targeting data into a
loyalty campaign and
the marketing system
sends out the offers
4
The robot uploads the
enriched data and
initiates analysis to
match each account
to an appropriate
retention program
3
18
Business Benefits
• > 90% of effort is automated
• End to end processing time
reduces from 15 hrs to 45 mins
• ROI in <5 months
Implementation Time
• 4-6 weeks to develop and
test the two UiPath robots
• Native integrations supported
for hundreds of systems
Technologies
• Excel
• Alteryx APA
• Salesforce CRM
• Outlook, Slack
1 2 3 5 6
4
The robot gathers
data for each
company listed
from multiple
financial web sites
The robot uploads
data into the
analytics system,
which recommends
rebalancing
opportunities
The robot sends
emails to the sales
team and launches
the rebalancing
campaign
The robot sends a
message to the key
stakeholders and
notifies them of the
campaign status
An unattended
robot uploads the
analysis into a CRM
campaign that
tracks sales activity
The analyst lists the
portfolio companies
for each client in a
spreadsheet and
calls an attended
robot
Use Case 2: Financial Portfolio Rebalancing Campaign
Use data gathered from non-API sources to drive customer outreach
19
Business Benefits
• 95% of effort is fully automated
• Reordering time reduces from
20 mins to 1 min
• ROI in <4 months
Implementation Time
• One week to develop the
unattended UiPath robot
• Tableau extension is
configured in minutes
Technologies
• Alteryx APA
• Tableau for BI
• SAP BAPI for ERP
• Outlook, Slack
The user views low
stock alerts on the
inventory dashboard
and triggers a
purchase request
robot
The robot reads the
dashboard, logs into
the ERP, and submits
a purchase request
The robot sends an
email to the
purchasing manager
with the order
information
The robot sends a
Slack message to the
purchasing manager
to confirm order
request completion
1 2 3 5 6
The robot updates
the dashboard’s data
source with the
order information
4
Forecast modeling
and analysis
provides accurate
restock levels for
thousands of
inventory items
Use Case 3: Demand Forecasting Model
Inventory Reordering from within a Tableau Dashboard
Confidential │ ©2021 Alteryx, Inc.
20
• Understand how APA & RPA work together
– Joint Solution Brief
– Best practices video with UiPath & Capitalize
• Demo’s: See RPA & APA in action
– Financial Forecasting Automation
– Accounts Payable Reconciliation
– State Tax Apportionment Automation
• Get started with product integration
– UiPath Activity Pack: Manage Alteryx workflows
and consume output directly from a UiPath bot
– Call bots from Alteryx workflows (custom)
Accelerate business breakthroughs with end-to-end process automation
Alteryx and UiPath Educational Content
Get Started: https://www.alteryx.com/uipath
Solution Brief
UiPath Activity Pack
Best Practices Video
Finance Demo’s
Confidential │ ©2021 Alteryx, Inc.
Register here 👉 https://bit.ly/reboot-your-skills
Confidential │ ©2021 Alteryx, Inc.
Take the survey here 👉 https://bit.ly/state-RPA-developer-2022
Read more here 👉https://bit.ly/3uYdBO1
23
Date/Time Topic Status
Apr 28th,
3:00PM BST
7 AM PDT
10 AM EDT
Fully unlock the power of analytics and automation using
UiPath and Alteryx integrations
Happening
May 5th,
3:00PM BST
7 AM PDT
10 AM EDT
Drive actionable insights and real-time business events by
seamlessly combining UiPath Automation with Qlik
dashboards and workflows
Register now
May 12th,
2:00PM BST
10 AM PDT
1:00PM EDT
Accelerating RPA Deployment with UiPath and CyberArk Register now
24
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
for your participation!
Join us: community.uipath.com
Thank You

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UiPath + Alteryx CE Final_042822.pdf

  • 1. Fully unlock the power of analytics and automation using UiPath and Alteryx integrations Tech Integrations Series
  • 2. Lynette York Principal Technology Alliances Manager @UiPath Meet today’s team: Rohit Radhakrishnan Marketing Community Manager APJ @UiPath Mo Roy Sr Partner Engineer @UiPath Amir Khan Partner Sales Engineer @Alteryx Cristina Vidu Community Manager @UiPath Diana Gray Community Marketing Manager AMER @UiPath
  • 3. 3 1. Meetup Introduction with our Community Manager 2. High Level Overview of UiPath + Alteryx Integration 3. Platform Overview: Alteryx Designer and Server, UiPath Connector 4. Live Walkthrough: 1) Configuring Alteryx Activity Pack in UiPath Studio, 2) Configuring UiPath Connector in Alteryx Designer 5. Demo: Building Automations 6. Use Cases 7. Q&A and Additional Demos Agenda
  • 4. Confidential │ ©2021 Alteryx, Inc. 4 RPA + APA: Accelerating Value and Impact RPA & APA: Time Savings RPA & APA: Reduce Human Errors RPA & APA: Reduce Processing Delays RPA & APA: Meet Compliance Requirements APA: Reduce Risk of Forecast Accuracy APA: Mitigate Fraud Risk APA: Reduce Audit Costs APA: Automate Manual Analyses APA: Mitigate Dependency on Data Scientists through Upskilling RPA & APA: Reduce number of FTEs needed RPA & APA: Free up time for value-added tasks APA: Minimize Tax Liabilities, Penalties APA: Identify Additional Cost Savings 1 2 3 4 Operational Efficiency Risk Mitigation Analytic Efficiency Cost Savings 5 Top Line Growth APA: Increase Revenue through Effective Campaigns, Improved Customer Engagement
  • 5. Confidential │ ©2021 Alteryx, Inc. 5 Alteryx APA + Robotic Process Automation (RPA) Leverage RPA to Automate Data Asset Inputs Deliver end-to-end analytic automation with APA + RPA BI Applications RPA Stakeholders Business-Ready Docs, Email… Enterprise Apps & APIs Production AI Automating Insights to Action Deployment & Monitoring Data Asset Mgmt. 300+ Automation Building Blocks Low Code/No Code Data Prep & Blending Forecasting & What-If Analysis Diagnostic Reporting Data Science & ML Location Insights Predictive Analytics Business Insights Process Automation Automate Manual, User-Driven, Data Aggregation Processes Robotic Process Automation Import Data from Legacy Applications, Mainframe, etc. Scrape & Import Data from Website’s and User Portals Extract Data from Non-API Sources
  • 6. Confidential │ ©2021 Alteryx, Inc. 6 Alteryx and Robotic Process Automation (RPA) Utilize a Robotic Process Automation within an Analytic Process Robotic Process Automation Automate Manual, User-Driven, Data Entry Processes Input Data into Legacy Applications, Mainframe, etc. Input Data into Citrix, SAP, or Virtual Desktop Interfaces Deployment & Monitoring Data Asset Mgmt. Data Prep & Blending Forecasting & What-If Analysis Diagnostic Reporting Data Science & ML Location Insights Robotic Process Automation Business Insights Process Automation Invoke RPA within an Alteryx Workflow
  • 7. Confidential │ ©2021 Alteryx, Inc. 7 Alteryx APA + Robotic Process Automation (RPA) APA & RPA Solution Offerings Alteryx Server Alteryx Designer DEPLOY UiPath Orchestrator DEVELOP UiPath Studio
  • 8. 8 UiPath + Alteryx Integrations • The UiPath Activity Pack for Alteryx is an integration between the UiPath Enterprise RPA Platform and Alteryx Server. It enables users to easily trigger Alteryx workflows from UiPath workflows. In order to be able to use this the Alteryx clients need to have a server license. • The integration is built in collaboration with Alteryx, supported and maintained by UiPath. • The UiPath Connector for Alteryx Designer allows Alteryx users to call UiPath workflows in the UiPath Orchestrator from within Alteryx workflows. The processes are executed by robots. • The connector is built by Alteryx and is supported and maintained by Alteryx. Key Integrations UiPath Activity Pack for Alteryx Pre-packaged activities that allow users to trigger Alteryx workflow from UiPath and send data to/ receive data from Alteryx Workflow Available in UiPath Studio & UiPath Marketplace UiPath Connector for Alteryx Designer The Connector allows Alteryx users to call UiPath robots from within Alteryx Designer Available in Alteryx Workflow Gallery & UiPath Marketplace
  • 9. 9 UiPath + Alteryx = More Value On Your Investment Add UiPath to Alteryx Let UiPath Robots handle the repetitive and tedious tasks of scraping, extracting and feeding data to Alteryx platform Automate data input/output for sources that are not easily accessible via API Turn decisions into actions by automating business processes based on the results of analyses Add Alteryx to UiPath Scale analytics and make better decisions . Incorporate analytics seamlessly into enterprise business workflows Build intelligence into existing business processes Make automated, smart applications a standard Have Alteryx and no UiPath? Have Both Alteryx and UiPath? Have UiPath and no Alteryx? Reduce cost and increase productivity for developers, analysts, and data scientists Leverage Alteryx and UiPath together Use data analytics to gain insight and make informed decisions Automate data preparation processes that feed analytics and data science functions Embed analytics and ML into business processes and quickly take advantage of new analyses Analyze all your data and use automation to move quickly from data to decision to action EXTEND and ACTIVATE Together, UiPath and Alteryx offers the best end-to-end solution for getting value out of data
  • 10. 10 Automated workflows to act on intelligent Insights Operational Analytics with aggregated data from virtually any source UiPath Unlocks the Full Potential of Analytics Platforms and AI/ML Use UiPath robots to import data from websites, legacy applications, and challenging documents Promote a complete dataset Extend data preparation capabilities by structuring and aggregating data from legacy and other difficult sources. Facilitate the hand-off to BI and Analytics Tools Take action based on your insights. Trigger automations from within Alteryx Act on Insights and AI decisions Connect disparate systems including LOB systems like SAP, Oracle, DocuSign, Salesforce, and many more Apply data to more business outcomes Gather data from challenging sources Structure and consolidate Rapidly integrate with LOB systems Take action where you make decisions Use UiPath to extend existing workflows and automations by incorporating additional sources, triggers, and outputs: • Incorporate human input • Orchestrate execution of workflows based on user input and other triggers Seamlessly extend workflows with UiPath processes 1 2 3 4 5
  • 11. 11 UiPath Connector for Alteryx Designer – How Does it Work? "Extract data from reports" is a process that pulls data directly from Salesforce. This process was created in UiPath and is invoked from within the Alteryx workflow by the UiPath Connector for Alteryx Designer. Results are returned in a spreadsheet The UiPath Connector for Alteryx calls the workflow “Extract data from reports”, which is executed by a robot. The results are sent back to Alteryx as a spreadsheet.
  • 12. 12 UiPath Connector for Alteryx Designer
  • 13. 13 This UiPath Activity Pack for Alteryx includes: • Alteryx Scope: provides authentication for Alteryx services and all activities. • Get App • Get App Jobs • Get App Questions • Get Job • Get Job Output • Run Job The UiPath – Alteryx RPA Component Pack for is available in UiPath Marketplace UiPath Activity Pack for Alteryx​ Feed data to and publish from the analytics platform
  • 15. 15 Case Study: Top 3 US Bank has embarked on “Citizen Led” Automation Program in CFO function using UiPath and Alteryx The Problem • 30-40% time spent in extracting data from bank’s internal applications for Alteryx models • Some of the applications included several GLs, Loan booking systems, trading and risk management applications • Led to delays and stagnation in overall analytics and reporting initiatives for CFO function Embarked on UiPath led Citizen led initiative for Alteryx users in CFO The Solution Initial use cases include journal reclassification, management reporting, cost center remediation, revenue attribution, trader compensation audits No end-to-end automation solution for Risk and Analytics / Reporting functions Initial rollout to 400 users of which 40 are core designers. Scaling plan to 8K by Nov 2020 Pilot use cases demonstrated ease of use and speed of deploying attended automations for analytics teams
  • 16. Confidential │ ©2021 Alteryx, Inc. 16 APA in Action | Private University Automation and Continuous Auditing 3 • Internal audit department adopted automated processes using UiPath (RPA) and Alteryx APA to simplify repetitive analytical tasks • Increased the frequency of reviews • Avoided external auditing costs and made use of a flexible licensing agreement • Improved the accuracy of reviews and reduced errors Simplify analytic processes Reduce execution time and auditing costs Improve the accuracy 1 2 RPA & APA to simplify analytics to automate audit process Multiple data sources along with extraction and publication of information and analysis of structured and unstructured information Analysis insights aiding decision- making and implementation of changes and improvements to processes BI Applications RPA Stakeholders Business-Ready Docs, Email… Enterprise Apps & API’s Production AI Cloud Sources Bots Data Platforms Files, Docs Applications Logic Source: Alteryx Community
  • 17. 17 Multi-phase analysis to reduce attrition and increase loyalty Use Case 1: Customer Retention Business Benefits • >80% of the effort is automated • Reduces errors and processing time (from hours to minutes) • ROI in <4 months Implementation Time • Est. 3-4 weeks to develop the unattended UiPath robots • Native connector configuration effort is approx. 2-3 hours total Technologies • Alteryx • Salesforce • Adobe Marketo • Excel, Slack The robot sends a Slack message to the marketing manager with job status details 5 1 The analytics system processes customer transaction data to identify accounts at risk of attrition The robot enriches the data by accessing the CRM system to fetch profile data for each account listed 2 The robot uploads the targeting data into a loyalty campaign and the marketing system sends out the offers 4 The robot uploads the enriched data and initiates analysis to match each account to an appropriate retention program 3
  • 18. 18 Business Benefits • > 90% of effort is automated • End to end processing time reduces from 15 hrs to 45 mins • ROI in <5 months Implementation Time • 4-6 weeks to develop and test the two UiPath robots • Native integrations supported for hundreds of systems Technologies • Excel • Alteryx APA • Salesforce CRM • Outlook, Slack 1 2 3 5 6 4 The robot gathers data for each company listed from multiple financial web sites The robot uploads data into the analytics system, which recommends rebalancing opportunities The robot sends emails to the sales team and launches the rebalancing campaign The robot sends a message to the key stakeholders and notifies them of the campaign status An unattended robot uploads the analysis into a CRM campaign that tracks sales activity The analyst lists the portfolio companies for each client in a spreadsheet and calls an attended robot Use Case 2: Financial Portfolio Rebalancing Campaign Use data gathered from non-API sources to drive customer outreach
  • 19. 19 Business Benefits • 95% of effort is fully automated • Reordering time reduces from 20 mins to 1 min • ROI in <4 months Implementation Time • One week to develop the unattended UiPath robot • Tableau extension is configured in minutes Technologies • Alteryx APA • Tableau for BI • SAP BAPI for ERP • Outlook, Slack The user views low stock alerts on the inventory dashboard and triggers a purchase request robot The robot reads the dashboard, logs into the ERP, and submits a purchase request The robot sends an email to the purchasing manager with the order information The robot sends a Slack message to the purchasing manager to confirm order request completion 1 2 3 5 6 The robot updates the dashboard’s data source with the order information 4 Forecast modeling and analysis provides accurate restock levels for thousands of inventory items Use Case 3: Demand Forecasting Model Inventory Reordering from within a Tableau Dashboard
  • 20. Confidential │ ©2021 Alteryx, Inc. 20 • Understand how APA & RPA work together – Joint Solution Brief – Best practices video with UiPath & Capitalize • Demo’s: See RPA & APA in action – Financial Forecasting Automation – Accounts Payable Reconciliation – State Tax Apportionment Automation • Get started with product integration – UiPath Activity Pack: Manage Alteryx workflows and consume output directly from a UiPath bot – Call bots from Alteryx workflows (custom) Accelerate business breakthroughs with end-to-end process automation Alteryx and UiPath Educational Content Get Started: https://www.alteryx.com/uipath Solution Brief UiPath Activity Pack Best Practices Video Finance Demo’s
  • 21. Confidential │ ©2021 Alteryx, Inc. Register here 👉 https://bit.ly/reboot-your-skills
  • 22. Confidential │ ©2021 Alteryx, Inc. Take the survey here 👉 https://bit.ly/state-RPA-developer-2022 Read more here 👉https://bit.ly/3uYdBO1
  • 23. 23 Date/Time Topic Status Apr 28th, 3:00PM BST 7 AM PDT 10 AM EDT Fully unlock the power of analytics and automation using UiPath and Alteryx integrations Happening May 5th, 3:00PM BST 7 AM PDT 10 AM EDT Drive actionable insights and real-time business events by seamlessly combining UiPath Automation with Qlik dashboards and workflows Register now May 12th, 2:00PM BST 10 AM PDT 1:00PM EDT Accelerating RPA Deployment with UiPath and CyberArk Register now
  • 24. 24 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
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