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A new, modern view on automation
benefits
Erik Gillet, Founder and CEO @Boundaryless Group
Erik Gillet
▪ From the Netherlands
▪ 25 years in business improvement
▪ Global RPA lead EssilorLuxottica (RayBan)
▪ Founder and CEO of Boundaryless
Boundaryless
▪ Started in 2018 in the UK
▪ Today also in the US, France, Switzerland, Malaysia, Sri Lanka, and India
▪ Focus on Advanced Analytics and Intelligent Automation
▪ Team of experts, including 5 UiPath MVPs delivering projects
Introduction
www.boundaryless.com
Lahiru Fernando
▪ From Sri Lanka
▪ 10+ years of IT experience
▪ MVP in 2020, 2021 and 2021
▪ APAC Tech Lead at Boundaryless
4
Presentation overview
5m Opening – (Cristina Vidu / Stefano Negro)
10m A new, modern view on automation benefits – Erik Gillet
10m Child Welfare: Saving Time. Saving Children – Lahiru Fernando
10m ?: Title – Mukesh Kala
10m Topic: Title - Sylvain Boutie
15m Break?
30m Refugees: Helping 5000 Ukrainian Refugees - Eduard Shlepetskyy
10m Healthcare?: [Title] Stefano Negro
10m Getting the Community involved
10m Questions / Discussion
Automation for Good - Introduction
A new, modern view on Automation Benefits
Erik Gillet
6
The Traditional View on Automation Benefits
Focus on Business Impact
Customer
Capacity
Cost
Compliance
Cost
Avoidance
7
Additional Views on Automation Benefits
Impact on Organizations, People, Society and Environment
Employees Everyone Environment Enlighten Equity
8
Equality versus Equity
More help for those who need it more
9
A More Comprehensive View
Beneficial Outcomes Capacity
Enlighten
Equity
Compliance
Cost Avoidance
Cost
Environment
Everyone
Customer
Employees
10
How you can contribute:
1. Talk to your employer about doing company “automation for good” projects
2. Find a cause to support individually
3. Support UiPath Community “Automation for Good” initiatives
If you have any ideas or need help, please let us know
Get involved
Listen to our stories. Maybe you can help create another story?
11
Questions: erik@boundaryless.com
Automation in Child Welfare:
Saving time and saving children
Lahiru Fernando, UiPath MVP,
Country Director, Sri Lanka @Boundaryless Group
13
Child Welfare Projects
Foster Family Applications
Submitting applications for foster care licensing can be very time
consuming because of the overwhelming amount of documentation
required. We built an automated solution that takes over the manual
work, reducing the process from hours to minutes. As a positive side
effect the administrative backlog of applicants has been worked away,
so new foster care families are available to welcome children sooner.
Case Report Filings
When case workers spend time on administrative tasks, they are not
spending their time with children and families. We found a solution for
one of the most arduous tasks: filing case reports. Our solution:
allows case workers to save case notes locally. Then our virtual
assistant takes care of posting them to the appropriate state and local
systems. This helped ChildNet save 20,000 hours of administrative
effort. The case workers are delighted, as they have more time to
help to get families reunited or find children a new home.
14
Solution Components
Foster Family Applications
Case Report Filings
Document Collector
• Read for new documents
Document Understanding
• Digitize, Classify, Split,
and Extract information
Post-Processing
• Upload information into
state system
Document Collector
• Read for new documents
Document Understanding
• Digitize, Classify, Split,
and Extract information
Post-Processing
• Upload information into
state system
• Fully Automated
• 2 Unattended
robots
• UiPath Document
OCR
• AI Center NLP
models
• Action Center
enabled
• 1 Unattended robot
• UiPath Document
OCR
15
Questions: erik@boundaryless.com
How automation helped
accommodate over 5000 refugees
from Ukraine
Eduard Shlepetskyy, UiPath MVP
Founder @ECTIVE Automation
Disclaimer
18
People behind KPU (HelpUkraine.SK)
19
Ective people behind KPU
Jan Astalos
Head of Operations
Design & maintenance
of voice bot Xenia. IT
solutions coordination.
Operations support
Joined on 26th Feb (on
his birthday)
Nazarii Moriak
RPA Developer
Call center
management. People
training & coordination.
System maintenance
Joined on 26th of Feb.
Managed to leave UA 2
hours before border
closing, joined Ective
office in Bratislava
Vitalii Rudkevych
RPA Developer
Solution integrations.
App maintenance &
development. Problem
solving
Joined on 26th of Feb.
Managed to leave UA 2
hours before border
closing, joined Ective
office in Bratislava
Zuzana Holeczyova
HR manager
Coordination of call
center activities.
Operations support
Joined on 25th of Feb
20
24 of February 2022
Russia started a war against Ukraine
21
Situation on borders
Problem 1
Accommodation
23
Call center created in 3 working days
War started
Initial strategy
forming
Call center team
forming
Work on solution
24/7 call center
launch
Initiative started
Volunteers started to join
Facebook page created
Forms posted to collect help
offering from people
247 offers
750 sleeping places offered
2 Ective colleagues managed
to leave Ukraine less than 2
hours before the border
closed
Teams forming
Data processing
Communication
Mess ☺
Vitalii & Nazar arrived to
Slovakia
Proposal to take over
accountability for
accommodation
Jan Astalos
Zuzana Holeczyova
Nazarii Moriak
Vitalii Rudkevych
Joining the team
Consideration of existing
recourses / solutions etc.
Strategy forming
Full speed call center forming
Web launch
Form for UA/SK speakers
launched
36 people applied
Call center functioning 24/7
launched
50+ people onboarded
Thu 24th of Feb Fri 25th of Feb Sat 26th of Feb Sun 27th of Feb Mon 28th of Feb
24
Call center stakeholders
Solution 1 – Accommodation flow
Refugee Accommodation Driver Call center
25
Accommodation system
Refugee
Accommodation
owner
Driver
Call center
System
Offer help
Offer help
Request
help
Consolidate all
inputs. Clean
data. Prioritize
Start processing
prioritized item
Call refugee to
clarify situation
Find
driver and
arrange
transfer
Find and confirm
accommodation
Update all info
in the
system
Generate SMS & email
connecting everyone +
Create follow up action
Pick up
refugee
Refugee arrival
&
accommodation
Automatic creation of
additional help requests
based on tags
Check &
confirm status
Call center
System
Start
processing
prioritized item
Call refugee to
clarify
situation
Find and
confirm
accommodation
26
Results
During 3 months of initiative
Over 5000people
were accommodated
Almost 2000of which
were children
27
Human trafficking
Addressing the problem
Imagine…
• You are young girl from eastern part of Ukraine
• Your city is bombed and you decide to leave
• Travel takes 1-3 days instead of few hours because of
bombed infrastructure
• You reach the border & spend 12-20 hours to cross it
• You finally cross the border!
• And…
Problem
• Then you face human trafficking
Solution
1. The system was containing information about
• Driver / Accommodator / Refugee such as
• Full name, email address, phone number
• Time tracking of events (when met, when arrived)
• Track record of each
2. Raise awareness in media channels
3. Informing on boarders
4. Police checks arranged
Problem 2
Data mess
29
Data (not) actualization
Problem 2
Background
• Organizations & accommodation initiatives act
independently
• Accommodations submitted earlier get occupied
Problem
1. Accommodation data got outdated and not synchronized
2. It was taking long for call center to find accommodation
3. After refugees leave accommodation, data were not
updated
Additional / secondary problems
1. Many organizations collected information as a plaint text
2. Initial info collected didn’t contain data on:
1. Wheelchair access
2. Pet acceptance
3. Availability of landlords for calls
30
Voice bot Xenia
Solution 2
Some facts about Xenia
• Voice bot was created to perform high amount of outcoming
calls
• Using conversational AI (not yes/no or press button approach)
• Named after our Ective colleague Kseniia P. from Kharkiv,
who spent several days in underground station in the first
days of invasion
Functionality of Xenia
1. Xenia was able to perform over 5 000 parallel calls within 10
minutes
2. Requesting information such as:
• Accommodation availability
• Current capacity
• When is the best time to arrive / reach to landlord
• Limited mobility access
• Pets acceptance (&quantity)
Results
31
Efficiency of call center
Interesting facts
1. KPU was the only organization in Slovakia using
voice bot during that crisis
2. There was agreement with governmental
institutions to support government with “non-
standard cases” such as people with limited
mobility, other diseases or people with pets
• Funny fact: there was a lady with 30+ cats
and 4 dogs, which we successfully
accommodated
3. Several organizations in Slovakia were offering
their resources such as databases of
accommodations or refugees for us to process it
(mainly due to lack of capacity / organization to
process it)
4. There were multiple meetings to exchange
experience and align cooperation with:
• Ministry of Internal Affairs
Some refugees, were volunteering to work as a
call center agents to help others.
(Couple on the photo in the middle)
Problem 3
LONG QUEUES IN HELP
CENTERS
33
Material help center
34
Long queue in help center + cheaters
Problem 3
Problem
• High demand = long queue
• Some people cheating 
Solution
1. Reservation system created to prevent queue
2. Possibility to register in advance for exact time using
web / QR
3. Identification of cheaters implemented
Outcome
• No queue
• Better refugee experience
• Cheating prevention
35
President didn’t stay in a queue
• Over 400 people were receiving
material help daily
• Over 25 000 families received material
help in our center
• President of Slovakia recognized the
initiative and visited our center
(she didn’t need any material help)
Summary
37
Summary
Achievements of KPU
Over
5000people
accommodated
2000 of them - children
Over
25 000families
received material help
Over
€1.8 millioncollected in
donations
Services
Psychological help Financial support Job search
38
“It is not only about amount or availability of resources,
It is about smart and efficient management of it…”
Get in touch
eduard@ective.eu
+421944723513
www.ective.eu
Thank you!
Invoice generation: Anandvan Wellness
Mukesh Kala, UiPath MVP
RPA Developer @NatWest Group
Deepak Rai, UiPath MVP
Practice Head @Litmus7
40
Problem Statement
During the Discharge of a Patient, The wellness center generates the Invoice that includes the details
such as nursing charges , doctor charges , hospital charges , Bed Charges and other billing
Information.
As of today , all this Information is maintained in the form of excel / Notepad , Team calculates the
Total and generates the Invoice manually as pdf and send the same in email as attachment.
This has to be done through out the day by multiple people.
At the end of the day, we have to reconcile all the bills that has been generated / send out.
Solutions available with Cost
41
Solution Provided
An App which can be
used by multiple
employees to generate
invoices
Customizable Template
in doc format kept at the
Business location
NGO Enters the Data in
the App.
Generate the Receipt in
the Doc Format / Pdf
Provide Mailed and
Receipt directly send as
an Attachment
Option to Edit the Invoice
in the App
Option to Edit the Invoice
in the Doc Format once
generated
Customs Logs Generates
for every transaction for
auditing.
42
Benefits
User Interface for
generating Invoices.
Multiple user can
generate invoices
Auto Calculation
Customizable Template Create / Edit Invoices. Generating pdf invoices.
Send Invoices as
attachment
Custom Logs of every
transaction
Saving effort :
30hrs/resources/week
(will increase based on
patient)
43
Efforts Savings
Manual Efforts
1 invoice in 12 Minutes
Total Invoice Processed
~ 150 Invoices per Week
Automation
1 invoice in 1 Minute
Savings
30hrs/resources/week (will
increase based on patient
count.)
44
NGO Feedback & Certificate of Appreciation
45
Screen Shot – Main App Page
User Input All the Details
Option to Edit / Create New
Generate the Invoice as Pdf
Provide Mail Id and Send As Attachment
App Does the Calculations
46
Invoices – Word and Pdf Formats
47
Sample Email with Attachment as Pdf
Automate assessment of patient data
Stefano Negro, UiPath MVP
RPA Tech Lead @BSP Consultant
49
Medical Staff
Dott.ssa Maria Cristina Ronco - Direttore Sanitario
Dott.ssa Graziella Marzi - Medico Aiuto
Dott.ssa Elisa Duranti - Medico Assistente
Dott.ssa Fiorenza Piga - Medico Assistente
Dott.ssa Daniela Giglio - Medico di Guardia
Automation for Good - Healthcare
50
A Nursing Home as an average of 40-45 patients.
For every patient it is required everyday to check for
basic care assistance like hygiene, feeding, dressing.
It’s important to keep all the staff informed on the
status of all patients everyday, in order to fulfill all the
necessary needs and provide help.
Problem Statement & Proposed Solution
Problem
51
A fixed form has been created
and for every patient the
dedicated staff enter the date in
which has been needed an
assistance.
The Physician can scan the
form and keep a global record of
satisfied needs for every patient
Using a different Automation,
Data are entered in a Excel file
that retrieves periodical records.
Problem Statement & Proposed Solution
Solution
52
The same Automation is used
for another form that retrieves
all analysis data for every
patient.
The form acts as a sort of
«Passport» that collects all
history of previous analysis
(complete blood count with
formula, liver and kidney
function tests, glycaemia).
In this way it’s more efficient to
analyse health status and
provide better care.
Problem Statement & Proposed Solution
Solution
53
Solution Architecture
Bot #1
User retrieves all the
Documents
Scan the file and
create a JPG and
PDF file.
Documents are entered
in the Scanner
Get Data from every
file using OCR
Generate Report
Put all data in a
report
Bot #2
54
Process Example
Input Output
55
Medical Staff can easily keep track of
patients needs.
All Staff can just check an Excel file
in order to know what is the patient
status and his/her previous record in
assistance.
Manual work has been reduced from
2hr/day to 0.5hr/week for the
Physician.
Patients history record is fully
digitalized.
Sheets don’t have to be handed.
Benefits
56
When we started talking about automation I had little to none knowledge of what
can be done, It was difficult for us as medical team to imagine the potential
processes to be automated.
So we decided to focus on what were the issues we were having at the moment and
how could we use them to create a better environment for the patients and the staff
With the help of developers we created two automations that take sheets that are
compiled by hand and bring all the data into a digital and more efficient way.
Daniela Giglio – Medical Doctor, Villa Patrizia Nursing Home
Benefits
57
Simple automations for small/medium
facilities can have a huge impact on
staff and patients.
It’s important to spread the word about
Process Automation among those
who can benefit.
Reach out to us if you want to
contribute!
https://www.linkedin.com/in/stefanonegro/
s.negro@bspconsultant.it
Conclusion
58
When automation meets CSR:
The first ecoogical bot created by a
Citizen Developer
Sylvain Boutie, UiPath MVP
Citizen Developer Program Lead & Founder @MyLittleBot
60
• Refrigerated medical boxes are designed to keep
Roche drugs on a very low temperature (like the
Pfizer vaccine)
• Each has a high environmental footprint (made of
special raw materials)
• A refrigerated medical box can be reused up to 10
times
• Because hospitals do not have the time to send
them back, they are put in the trash
Problem Statement & Proposed Solution
Problem
Example of a refrigerated box from Roche
61
Problem Statement & Proposed Solution
Solution
10,000 boxes have been shipped back to
the warehouse using this automation.
Financial savings have been estimated to
100k€/year.
This use case acted as a catalyst for the
citizen developer program.
Automation created by a citizen developer
in 2 days on UiPath StudioX
Massive impact on the environment
Process automated with UiPath StudioX
Bot reads submitted requests
Submits a „pick up my boxes“
request
UiPath Robot
Hospital
employee
Bot submits a shipment
request on DHL website
Bot updates the request and
inform the requestor
62
Demo video
63
Key take aways
• UiPath solutions can help companies achieve goals beyond automation
benefits
• Automation benefits (often) go beyond time savings
• With StudioX, Citizen Developers can easily build automations that
have a strong impact
• A citizen developer approach fosters employee's innovation
• If you want to identify process gaps or improve processes, you can
empower your collaborators with StudioX and they will create
innovative solutions
64
65
Thank You!!
Do you have an Automation for Good story to tell?
Write to us at: community@uipath.com
Follow us on www.community.uipath.com

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Automation for Good 2022 Community Stories.pdf

  • 1. 1
  • 2. A new, modern view on automation benefits Erik Gillet, Founder and CEO @Boundaryless Group
  • 3. Erik Gillet ▪ From the Netherlands ▪ 25 years in business improvement ▪ Global RPA lead EssilorLuxottica (RayBan) ▪ Founder and CEO of Boundaryless Boundaryless ▪ Started in 2018 in the UK ▪ Today also in the US, France, Switzerland, Malaysia, Sri Lanka, and India ▪ Focus on Advanced Analytics and Intelligent Automation ▪ Team of experts, including 5 UiPath MVPs delivering projects Introduction www.boundaryless.com Lahiru Fernando ▪ From Sri Lanka ▪ 10+ years of IT experience ▪ MVP in 2020, 2021 and 2021 ▪ APAC Tech Lead at Boundaryless
  • 4. 4 Presentation overview 5m Opening – (Cristina Vidu / Stefano Negro) 10m A new, modern view on automation benefits – Erik Gillet 10m Child Welfare: Saving Time. Saving Children – Lahiru Fernando 10m ?: Title – Mukesh Kala 10m Topic: Title - Sylvain Boutie 15m Break? 30m Refugees: Helping 5000 Ukrainian Refugees - Eduard Shlepetskyy 10m Healthcare?: [Title] Stefano Negro 10m Getting the Community involved 10m Questions / Discussion
  • 5. Automation for Good - Introduction A new, modern view on Automation Benefits Erik Gillet
  • 6. 6 The Traditional View on Automation Benefits Focus on Business Impact Customer Capacity Cost Compliance Cost Avoidance
  • 7. 7 Additional Views on Automation Benefits Impact on Organizations, People, Society and Environment Employees Everyone Environment Enlighten Equity
  • 8. 8 Equality versus Equity More help for those who need it more
  • 9. 9 A More Comprehensive View Beneficial Outcomes Capacity Enlighten Equity Compliance Cost Avoidance Cost Environment Everyone Customer Employees
  • 10. 10 How you can contribute: 1. Talk to your employer about doing company “automation for good” projects 2. Find a cause to support individually 3. Support UiPath Community “Automation for Good” initiatives If you have any ideas or need help, please let us know Get involved Listen to our stories. Maybe you can help create another story?
  • 12. Automation in Child Welfare: Saving time and saving children Lahiru Fernando, UiPath MVP, Country Director, Sri Lanka @Boundaryless Group
  • 13. 13 Child Welfare Projects Foster Family Applications Submitting applications for foster care licensing can be very time consuming because of the overwhelming amount of documentation required. We built an automated solution that takes over the manual work, reducing the process from hours to minutes. As a positive side effect the administrative backlog of applicants has been worked away, so new foster care families are available to welcome children sooner. Case Report Filings When case workers spend time on administrative tasks, they are not spending their time with children and families. We found a solution for one of the most arduous tasks: filing case reports. Our solution: allows case workers to save case notes locally. Then our virtual assistant takes care of posting them to the appropriate state and local systems. This helped ChildNet save 20,000 hours of administrative effort. The case workers are delighted, as they have more time to help to get families reunited or find children a new home.
  • 14. 14 Solution Components Foster Family Applications Case Report Filings Document Collector • Read for new documents Document Understanding • Digitize, Classify, Split, and Extract information Post-Processing • Upload information into state system Document Collector • Read for new documents Document Understanding • Digitize, Classify, Split, and Extract information Post-Processing • Upload information into state system • Fully Automated • 2 Unattended robots • UiPath Document OCR • AI Center NLP models • Action Center enabled • 1 Unattended robot • UiPath Document OCR
  • 16. How automation helped accommodate over 5000 refugees from Ukraine Eduard Shlepetskyy, UiPath MVP Founder @ECTIVE Automation
  • 18. 18 People behind KPU (HelpUkraine.SK)
  • 19. 19 Ective people behind KPU Jan Astalos Head of Operations Design & maintenance of voice bot Xenia. IT solutions coordination. Operations support Joined on 26th Feb (on his birthday) Nazarii Moriak RPA Developer Call center management. People training & coordination. System maintenance Joined on 26th of Feb. Managed to leave UA 2 hours before border closing, joined Ective office in Bratislava Vitalii Rudkevych RPA Developer Solution integrations. App maintenance & development. Problem solving Joined on 26th of Feb. Managed to leave UA 2 hours before border closing, joined Ective office in Bratislava Zuzana Holeczyova HR manager Coordination of call center activities. Operations support Joined on 25th of Feb
  • 20. 20 24 of February 2022 Russia started a war against Ukraine
  • 23. 23 Call center created in 3 working days War started Initial strategy forming Call center team forming Work on solution 24/7 call center launch Initiative started Volunteers started to join Facebook page created Forms posted to collect help offering from people 247 offers 750 sleeping places offered 2 Ective colleagues managed to leave Ukraine less than 2 hours before the border closed Teams forming Data processing Communication Mess ☺ Vitalii & Nazar arrived to Slovakia Proposal to take over accountability for accommodation Jan Astalos Zuzana Holeczyova Nazarii Moriak Vitalii Rudkevych Joining the team Consideration of existing recourses / solutions etc. Strategy forming Full speed call center forming Web launch Form for UA/SK speakers launched 36 people applied Call center functioning 24/7 launched 50+ people onboarded Thu 24th of Feb Fri 25th of Feb Sat 26th of Feb Sun 27th of Feb Mon 28th of Feb
  • 24. 24 Call center stakeholders Solution 1 – Accommodation flow Refugee Accommodation Driver Call center
  • 25. 25 Accommodation system Refugee Accommodation owner Driver Call center System Offer help Offer help Request help Consolidate all inputs. Clean data. Prioritize Start processing prioritized item Call refugee to clarify situation Find driver and arrange transfer Find and confirm accommodation Update all info in the system Generate SMS & email connecting everyone + Create follow up action Pick up refugee Refugee arrival & accommodation Automatic creation of additional help requests based on tags Check & confirm status Call center System Start processing prioritized item Call refugee to clarify situation Find and confirm accommodation
  • 26. 26 Results During 3 months of initiative Over 5000people were accommodated Almost 2000of which were children
  • 27. 27 Human trafficking Addressing the problem Imagine… • You are young girl from eastern part of Ukraine • Your city is bombed and you decide to leave • Travel takes 1-3 days instead of few hours because of bombed infrastructure • You reach the border & spend 12-20 hours to cross it • You finally cross the border! • And… Problem • Then you face human trafficking Solution 1. The system was containing information about • Driver / Accommodator / Refugee such as • Full name, email address, phone number • Time tracking of events (when met, when arrived) • Track record of each 2. Raise awareness in media channels 3. Informing on boarders 4. Police checks arranged
  • 29. 29 Data (not) actualization Problem 2 Background • Organizations & accommodation initiatives act independently • Accommodations submitted earlier get occupied Problem 1. Accommodation data got outdated and not synchronized 2. It was taking long for call center to find accommodation 3. After refugees leave accommodation, data were not updated Additional / secondary problems 1. Many organizations collected information as a plaint text 2. Initial info collected didn’t contain data on: 1. Wheelchair access 2. Pet acceptance 3. Availability of landlords for calls
  • 30. 30 Voice bot Xenia Solution 2 Some facts about Xenia • Voice bot was created to perform high amount of outcoming calls • Using conversational AI (not yes/no or press button approach) • Named after our Ective colleague Kseniia P. from Kharkiv, who spent several days in underground station in the first days of invasion Functionality of Xenia 1. Xenia was able to perform over 5 000 parallel calls within 10 minutes 2. Requesting information such as: • Accommodation availability • Current capacity • When is the best time to arrive / reach to landlord • Limited mobility access • Pets acceptance (&quantity) Results
  • 31. 31 Efficiency of call center Interesting facts 1. KPU was the only organization in Slovakia using voice bot during that crisis 2. There was agreement with governmental institutions to support government with “non- standard cases” such as people with limited mobility, other diseases or people with pets • Funny fact: there was a lady with 30+ cats and 4 dogs, which we successfully accommodated 3. Several organizations in Slovakia were offering their resources such as databases of accommodations or refugees for us to process it (mainly due to lack of capacity / organization to process it) 4. There were multiple meetings to exchange experience and align cooperation with: • Ministry of Internal Affairs Some refugees, were volunteering to work as a call center agents to help others. (Couple on the photo in the middle)
  • 32. Problem 3 LONG QUEUES IN HELP CENTERS
  • 34. 34 Long queue in help center + cheaters Problem 3 Problem • High demand = long queue • Some people cheating  Solution 1. Reservation system created to prevent queue 2. Possibility to register in advance for exact time using web / QR 3. Identification of cheaters implemented Outcome • No queue • Better refugee experience • Cheating prevention
  • 35. 35 President didn’t stay in a queue • Over 400 people were receiving material help daily • Over 25 000 families received material help in our center • President of Slovakia recognized the initiative and visited our center (she didn’t need any material help)
  • 37. 37 Summary Achievements of KPU Over 5000people accommodated 2000 of them - children Over 25 000families received material help Over €1.8 millioncollected in donations Services Psychological help Financial support Job search
  • 38. 38 “It is not only about amount or availability of resources, It is about smart and efficient management of it…” Get in touch eduard@ective.eu +421944723513 www.ective.eu Thank you!
  • 39. Invoice generation: Anandvan Wellness Mukesh Kala, UiPath MVP RPA Developer @NatWest Group Deepak Rai, UiPath MVP Practice Head @Litmus7
  • 40. 40 Problem Statement During the Discharge of a Patient, The wellness center generates the Invoice that includes the details such as nursing charges , doctor charges , hospital charges , Bed Charges and other billing Information. As of today , all this Information is maintained in the form of excel / Notepad , Team calculates the Total and generates the Invoice manually as pdf and send the same in email as attachment. This has to be done through out the day by multiple people. At the end of the day, we have to reconcile all the bills that has been generated / send out. Solutions available with Cost
  • 41. 41 Solution Provided An App which can be used by multiple employees to generate invoices Customizable Template in doc format kept at the Business location NGO Enters the Data in the App. Generate the Receipt in the Doc Format / Pdf Provide Mailed and Receipt directly send as an Attachment Option to Edit the Invoice in the App Option to Edit the Invoice in the Doc Format once generated Customs Logs Generates for every transaction for auditing.
  • 42. 42 Benefits User Interface for generating Invoices. Multiple user can generate invoices Auto Calculation Customizable Template Create / Edit Invoices. Generating pdf invoices. Send Invoices as attachment Custom Logs of every transaction Saving effort : 30hrs/resources/week (will increase based on patient)
  • 43. 43 Efforts Savings Manual Efforts 1 invoice in 12 Minutes Total Invoice Processed ~ 150 Invoices per Week Automation 1 invoice in 1 Minute Savings 30hrs/resources/week (will increase based on patient count.)
  • 44. 44 NGO Feedback & Certificate of Appreciation
  • 45. 45 Screen Shot – Main App Page User Input All the Details Option to Edit / Create New Generate the Invoice as Pdf Provide Mail Id and Send As Attachment App Does the Calculations
  • 46. 46 Invoices – Word and Pdf Formats
  • 47. 47 Sample Email with Attachment as Pdf
  • 48. Automate assessment of patient data Stefano Negro, UiPath MVP RPA Tech Lead @BSP Consultant
  • 49. 49 Medical Staff Dott.ssa Maria Cristina Ronco - Direttore Sanitario Dott.ssa Graziella Marzi - Medico Aiuto Dott.ssa Elisa Duranti - Medico Assistente Dott.ssa Fiorenza Piga - Medico Assistente Dott.ssa Daniela Giglio - Medico di Guardia Automation for Good - Healthcare
  • 50. 50 A Nursing Home as an average of 40-45 patients. For every patient it is required everyday to check for basic care assistance like hygiene, feeding, dressing. It’s important to keep all the staff informed on the status of all patients everyday, in order to fulfill all the necessary needs and provide help. Problem Statement & Proposed Solution Problem
  • 51. 51 A fixed form has been created and for every patient the dedicated staff enter the date in which has been needed an assistance. The Physician can scan the form and keep a global record of satisfied needs for every patient Using a different Automation, Data are entered in a Excel file that retrieves periodical records. Problem Statement & Proposed Solution Solution
  • 52. 52 The same Automation is used for another form that retrieves all analysis data for every patient. The form acts as a sort of «Passport» that collects all history of previous analysis (complete blood count with formula, liver and kidney function tests, glycaemia). In this way it’s more efficient to analyse health status and provide better care. Problem Statement & Proposed Solution Solution
  • 53. 53 Solution Architecture Bot #1 User retrieves all the Documents Scan the file and create a JPG and PDF file. Documents are entered in the Scanner Get Data from every file using OCR Generate Report Put all data in a report Bot #2
  • 55. 55 Medical Staff can easily keep track of patients needs. All Staff can just check an Excel file in order to know what is the patient status and his/her previous record in assistance. Manual work has been reduced from 2hr/day to 0.5hr/week for the Physician. Patients history record is fully digitalized. Sheets don’t have to be handed. Benefits
  • 56. 56 When we started talking about automation I had little to none knowledge of what can be done, It was difficult for us as medical team to imagine the potential processes to be automated. So we decided to focus on what were the issues we were having at the moment and how could we use them to create a better environment for the patients and the staff With the help of developers we created two automations that take sheets that are compiled by hand and bring all the data into a digital and more efficient way. Daniela Giglio – Medical Doctor, Villa Patrizia Nursing Home Benefits
  • 57. 57 Simple automations for small/medium facilities can have a huge impact on staff and patients. It’s important to spread the word about Process Automation among those who can benefit. Reach out to us if you want to contribute! https://www.linkedin.com/in/stefanonegro/ s.negro@bspconsultant.it Conclusion
  • 58. 58
  • 59. When automation meets CSR: The first ecoogical bot created by a Citizen Developer Sylvain Boutie, UiPath MVP Citizen Developer Program Lead & Founder @MyLittleBot
  • 60. 60 • Refrigerated medical boxes are designed to keep Roche drugs on a very low temperature (like the Pfizer vaccine) • Each has a high environmental footprint (made of special raw materials) • A refrigerated medical box can be reused up to 10 times • Because hospitals do not have the time to send them back, they are put in the trash Problem Statement & Proposed Solution Problem Example of a refrigerated box from Roche
  • 61. 61 Problem Statement & Proposed Solution Solution 10,000 boxes have been shipped back to the warehouse using this automation. Financial savings have been estimated to 100k€/year. This use case acted as a catalyst for the citizen developer program. Automation created by a citizen developer in 2 days on UiPath StudioX Massive impact on the environment Process automated with UiPath StudioX Bot reads submitted requests Submits a „pick up my boxes“ request UiPath Robot Hospital employee Bot submits a shipment request on DHL website Bot updates the request and inform the requestor
  • 63. 63 Key take aways • UiPath solutions can help companies achieve goals beyond automation benefits • Automation benefits (often) go beyond time savings • With StudioX, Citizen Developers can easily build automations that have a strong impact • A citizen developer approach fosters employee's innovation • If you want to identify process gaps or improve processes, you can empower your collaborators with StudioX and they will create innovative solutions
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  • 65. 65 Thank You!! Do you have an Automation for Good story to tell? Write to us at: community@uipath.com Follow us on www.community.uipath.com