© 2021 Robocorp
Open-source RPA
Leveraging Python and Robot Framework ecosystems for business
process automation
© 2021 Robocorp
What is RPA?
Common myths about RPA
Open-source RPA
Robocorp overview
Disrupting the industry
© 2021 Robocorp
What is RPA?
© 2021 Robocorp
Introduction to RPA
Robotic Process Automation - Automating business
tasks through existing systems, non-intrusive for
applications
Based on the concept of a “bot” that acts as a digital
worker
“Isn’t this just scripts and macros on steroids?”
Partly so but with proper governance and controls
© 2021 Robocorp
Audit use-case, data validation: Salesforce, SAP, Excel
Processing 240 accounts
Human time: 3.5 hours
Robot time: 30 minutes
© 2021 Robocorp
© 2021 Robocorp
Nandan Mullakara
“We stopped counting
after 10,000
use-cases.”
 RPA vendor
© 2021 Robocorp
RPA software market today ~$2bn
Services estimated 23x software
revenue
© 2021 Robocorp
Common myths about RPA
© 2021 Robocorp
Myth: RPA is a band aid
“RPA is a band aid, you should fix the underlying system instead”
RPA is a practical solution for a real-world problem. There’s often no business
case to “fix the real problem” and bots done the right way can be a long-term
solution.
Bots have become a part of every major organization’s operations, and
eventually they will be used by SMBs with the help of service providers.
© 2021 Robocorp
Myth: Citizen Developers
“RPA can be used by
non-developers to go around
IT’s disinterest to help and
innovate”
Low-code is trendy, but in
RPA building and maintaining
automations that go beyond
trivial desktop scripts
requires technical skills.
© 2021 Robocorp
Myth about RPA: Tools are infused with AI and magic
Every vendor claims that their RPA tool is better than competitors. At the end
of the day, it’s a lot of the same.
Many of the current industry leaders have been built in early 2000s on either
Microsoft or Java foundation
© 2021 Robocorp
© 2021 Robocorp
© 2021 Robocorp
© 2021 Robocorp
© 2021 Robocorp
Open-source RPA
© 2021 Robocorp
RPA is a horizontal technology
Creating a feature complete RPA platform requires
integrations into hundreds or even thousands of systems
and technologies.
Two components to RPA
1. Developer tools that are used to build bots
2. An orchestration platform for operating bots.
Why do we need 100 RPA vendors to solve this problem
in their own way?
© 2021 Robocorp
Fragmentation of RPA tech → Solve core RPA problems
once, allow the ecosystem to innovate and build
connectors
Lack of innovation across vendors → Define an open
format for bots and allow a layer of new products and
services to emerge on top of it
Skyrocketing cost with bot licenses → Launching a RPA
initiative will set you back $100k before even getting
started. Open-source can help mitigate this.
What does open-source RPA solve?
© 2021 Robocorp
The industry is unlikely to standardize around one tech...
© 2021 Robocorp
RPA licensing is complex,
involving multi-year deals
Bot licenses are tied to
execution environments
Developer tools,
orchestration, add-ons,
premium connectors, ...
… But we can still fix other
aspects of it like licensing.
© 2021 Robocorp
Robocorp: Starting on an open-source journey to fix RPA
from first principles
1. Who builds and maintains RPA solutions?
2. What is the best way to deliver bots to users?
3. What is the right value metric for RPA?
© 2021 Robocorp
Citizen-development is a story for selling RPA, not so great for
building and operating mission critical routines
“Let’s build a solution that RPA developers will actually like to
use!”
Developers like:
● Best in class tooling that they know and love
● Great support from the community
● Extensive documentation
● Getting started immediately without talking to sales
● Frameworks that can be extended
Who builds and maintains RPA solutions?
© 2021 Robocorp
What is the best way to deliver bots to users?
Most RPA solutions sold today are still operated
on-prem.
“Why would you create something new that’s
targeted to run on-prem in 2020?”
Getting started with minimum overhead. Bots
often need to access on-prem resources, but
everything else can be in the cloud.
© 2021 Robocorp
What is the right value metric for RPA?
If it’s open-source then how do you make any money?
“The fundamental value unit in RPA is the work that the
bots perform – we should be priced on consumption!”
Breaking down bot licenses that prevent use-cases and
leveraging modern pricing mechanisms that are better
aligned with value creation.
© 2021 Robocorp
1. Open-source RPA stack and tools built for automation professionals.
2. Cloud-native orchestration platform for operating bots.
3. Consumption based pricing.
© 2021 Robocorp
Robot Framework
Generic open source automation
framework. Extendable through
libraries. Based on Python.
Governed through non-profit
foundation with 50 corporate
backers.
https://robotframework.org
© 2021 Robocorp
Python is the native language of
automation.
Robot Framework is a high-level
scripting language with tabular
syntax, extendable with Python
libraries.
Robot Framework makes Python
accessible to anyone with basic
scripting knowledge.
© 2021 Robocorp
Technical challenges to solve
Bots need to run natively on host OS, not just in containers
→ Deploying Python code across thousands of environments
efficiently and securely
Orchestrating countless of bots across every imaginable
runtime environment through a scalable cloud platform that is
secure and highly available.
Creating a framework for interoperable extension libraries
through Robot Framework
© 2021 Robocorp
Python execution environment isolation and
caching
“How can we maintain a pristine
Python environment for each bot
run while keeping it fast and storage
efficient?”
Funny enough, nobody had solved
this problem before.
© 2021 Robocorp
Store each unique file only once.
Reassemble new environment every
time something has been touched.
--> Environment reloads in seconds
--> Preserving disk space
--> Running natively on the host OS
RCC Holotree
© 2021 Robocorp
https://github.com/robocorp/rcc/
© 2021 Robocorp
Robocorp Automation Stack
RCC toolchain for packaging,
running, and managing bots.
Robot.yaml for defining and
configuring bots.
RPA Framework automation
libraries for Robot Framework.
Python + developer tool extensions
RCC toolchain
Robot definition (robot.yaml)
Robot Framework Automation Libraries
© 2021 Robocorp
1. BUILD ROBOTS
2. DEPLOY ROBOTS
3. MONITOR & OPERATE
Tools & Languages Libraries
RPA.Desktop
RPA.Browser
RPA.SAP
RPA.Excel
RPA.Netsuite
...
Developer Tools Control Room
Assistants
Attended robots
Workforce
Un-attended robots
Free &
Open Source
SaaS or
Private Cloud
How Robocorp Works
© 2021 Robocorp
© 2021 Robocorp
© 2021 Robocorp
© 2021 Robocorp
Security,
Monitoring
&
Logging
AI/ML/NLP/NLU/OCR
ASSISTANTS
Attended Robots
WORKFORCE
Unattended Robots
Cloud Containers VMs
On-prem
PC/Laptop
Bots
Runtime
Environments
Cloud-native
Orchestration
GitHub
IDEs
Windows Linux MacOS
Robocorp Lab Visual Studio Code RCC
RPA Framework Python
Languages,
Tools
&
Libraries CONTROL ROOM
Single Pane of Glass
3rd Party
Technologies
Operating &
Management
Flow
Development
Flow
On-prem
PC/Laptop
Control Room/Integration APIs
Secure Connections (HTTPS, WebSocket)
APIs (process+robot) &
Webhooks
© 2021 Robocorp
Disruptive Pricing
Infrastructure costs
Support costs
Developer licenses
Maintenance costs
Robots
Assistants
Platform fee
Maintenance costs
Robots
Assistants
Platform fee
Cost savings
Traditional RPA costs
Robocorp costs
License model
Consumption-based
No hosting costs
Hosted by Robocorp, part of platform fee.
No separate support costs
Basic support part of platform fee.
No developer license costs
Robocorp is free to develop and learn.
Less maintenance costs
Uses SW development best practices. High uptime.
Less costs from Robots
No need to reserve capacity. Automations run faster.
Less assisted use costs
Pay per use, not per user.
© 2021 Robocorp
Robocorp Value & Differentiation
Build & Maintain Programmable
RPA
Seamless customer
deployment & operations
Eliminate waste & increase
efficiency
○ Automate mission critical processes with
Python-based dev tools
○ Access to extensive automation libraries
○ No vendor lock-in
○ No infrastructure required to
orchestrate bots
○ Highly scalable
○ Reduced Time-to-Value
○ Consumption based pricing
○ No upfront software investment
○ Compelling ROI
Libraries
RPA.Desktop
RPA.Browser
RPA.SAP
RPA.Excel
RPA.Netsuite
© 2021 Robocorp
Robocorp in 2021
Raised $32M in VC funding (Series A spring 2021
75 partners globally
At least 7 new companies founded on top of Robocorp
Thousands of developers actively building on Robocorp
First 34 enterprise deals closing in 2021
Open-source project used by companies such as Amex
to power RPA initiatives
Robocorp partner community is growing
Currently more than 75 Global Partners in the Robocorp Partner Program
© 2021 Robocorp Confidential
© 2021 Robocorp
Disruption is difficult
© 2021 Robocorp
© 2021 Robocorp
October 2021: Private equity firm TPG Capital acquired Nintex.
September 2021: Private equity firm Vista Equity Partners acquired Blue Prism and plans to merge the business into Tibco Software.
August 2021: Salesforce acquired Servicetrace RPA to counter ServiceNow in workflow automation.
March 2021: ServiceNow acquired Intellibot, and will inject RPA technology into the NOW platform.
October 2020: Automation software provider Netcall acquired RPA software company Automagica.
October 2020: Nintex, backed by private equity firm Thoma Bravo, acquired K2 Software Inc.
August 2020: Hyland Software, backed by private equity firm Thoma Bravo, acquired Another Monday.
July 2020: IBM acquired WDG.
July 2020: Information Services Group (ISG) acquired RPA technology educator Neuralify. The goal: Help customers accelerate RPA developer education &
automation projects.
May 2020: Microsoft acquired Softomotive for Robotic Process Automation (RPA). Vows to ensure all partners can “create bots to automate manual business
processes.”
© 2021 Robocorp
Open-source push-back
“Open-source is not secure”
“Open-source is free but not as powerful”
“Open-source is hard to use”
Robocorp’s value add:
● Security, governance and compliance
● Easy of get started, use, and operate
© 2021 Robocorp
Cloud, Pricing, Low-code - Better Is Always Different
“I can’t use the cloud, I want to run it in my datacenter”
“This pricing is so different that I don’t know how to compare it”
“Isn’t it slower to write script than to drag & drop?”
You are not disrupting something if everyone gets it right away.
© 2021 Robocorp
Summary

Open-source RPA: Leveraging Python and Robot Framework ecosystems for business process automation

  • 1.
    © 2021 Robocorp Open-sourceRPA Leveraging Python and Robot Framework ecosystems for business process automation
  • 2.
    © 2021 Robocorp Whatis RPA? Common myths about RPA Open-source RPA Robocorp overview Disrupting the industry
  • 3.
  • 4.
    © 2021 Robocorp Introductionto RPA Robotic Process Automation - Automating business tasks through existing systems, non-intrusive for applications Based on the concept of a “bot” that acts as a digital worker “Isn’t this just scripts and macros on steroids?” Partly so but with proper governance and controls
  • 5.
    © 2021 Robocorp Audituse-case, data validation: Salesforce, SAP, Excel Processing 240 accounts Human time: 3.5 hours Robot time: 30 minutes
  • 6.
  • 7.
    © 2021 Robocorp NandanMullakara “We stopped counting after 10,000 use-cases.”  RPA vendor
  • 8.
    © 2021 Robocorp RPAsoftware market today ~$2bn Services estimated 23x software revenue
  • 9.
    © 2021 Robocorp Commonmyths about RPA
  • 10.
    © 2021 Robocorp Myth:RPA is a band aid “RPA is a band aid, you should fix the underlying system instead” RPA is a practical solution for a real-world problem. There’s often no business case to “fix the real problem” and bots done the right way can be a long-term solution. Bots have become a part of every major organization’s operations, and eventually they will be used by SMBs with the help of service providers.
  • 11.
    © 2021 Robocorp Myth:Citizen Developers “RPA can be used by non-developers to go around IT’s disinterest to help and innovate” Low-code is trendy, but in RPA building and maintaining automations that go beyond trivial desktop scripts requires technical skills.
  • 12.
    © 2021 Robocorp Mythabout RPA: Tools are infused with AI and magic Every vendor claims that their RPA tool is better than competitors. At the end of the day, it’s a lot of the same. Many of the current industry leaders have been built in early 2000s on either Microsoft or Java foundation
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
    © 2021 Robocorp RPAis a horizontal technology Creating a feature complete RPA platform requires integrations into hundreds or even thousands of systems and technologies. Two components to RPA 1. Developer tools that are used to build bots 2. An orchestration platform for operating bots. Why do we need 100 RPA vendors to solve this problem in their own way?
  • 19.
    © 2021 Robocorp Fragmentationof RPA tech → Solve core RPA problems once, allow the ecosystem to innovate and build connectors Lack of innovation across vendors → Define an open format for bots and allow a layer of new products and services to emerge on top of it Skyrocketing cost with bot licenses → Launching a RPA initiative will set you back $100k before even getting started. Open-source can help mitigate this. What does open-source RPA solve?
  • 20.
    © 2021 Robocorp Theindustry is unlikely to standardize around one tech...
  • 21.
    © 2021 Robocorp RPAlicensing is complex, involving multi-year deals Bot licenses are tied to execution environments Developer tools, orchestration, add-ons, premium connectors, ... … But we can still fix other aspects of it like licensing.
  • 22.
    © 2021 Robocorp Robocorp:Starting on an open-source journey to fix RPA from first principles 1. Who builds and maintains RPA solutions? 2. What is the best way to deliver bots to users? 3. What is the right value metric for RPA?
  • 23.
    © 2021 Robocorp Citizen-developmentis a story for selling RPA, not so great for building and operating mission critical routines “Let’s build a solution that RPA developers will actually like to use!” Developers like: ● Best in class tooling that they know and love ● Great support from the community ● Extensive documentation ● Getting started immediately without talking to sales ● Frameworks that can be extended Who builds and maintains RPA solutions?
  • 24.
    © 2021 Robocorp Whatis the best way to deliver bots to users? Most RPA solutions sold today are still operated on-prem. “Why would you create something new that’s targeted to run on-prem in 2020?” Getting started with minimum overhead. Bots often need to access on-prem resources, but everything else can be in the cloud.
  • 25.
    © 2021 Robocorp Whatis the right value metric for RPA? If it’s open-source then how do you make any money? “The fundamental value unit in RPA is the work that the bots perform – we should be priced on consumption!” Breaking down bot licenses that prevent use-cases and leveraging modern pricing mechanisms that are better aligned with value creation.
  • 26.
    © 2021 Robocorp 1.Open-source RPA stack and tools built for automation professionals. 2. Cloud-native orchestration platform for operating bots. 3. Consumption based pricing.
  • 27.
    © 2021 Robocorp RobotFramework Generic open source automation framework. Extendable through libraries. Based on Python. Governed through non-profit foundation with 50 corporate backers. https://robotframework.org
  • 28.
    © 2021 Robocorp Pythonis the native language of automation. Robot Framework is a high-level scripting language with tabular syntax, extendable with Python libraries. Robot Framework makes Python accessible to anyone with basic scripting knowledge.
  • 29.
    © 2021 Robocorp Technicalchallenges to solve Bots need to run natively on host OS, not just in containers → Deploying Python code across thousands of environments efficiently and securely Orchestrating countless of bots across every imaginable runtime environment through a scalable cloud platform that is secure and highly available. Creating a framework for interoperable extension libraries through Robot Framework
  • 30.
    © 2021 Robocorp Pythonexecution environment isolation and caching “How can we maintain a pristine Python environment for each bot run while keeping it fast and storage efficient?” Funny enough, nobody had solved this problem before.
  • 31.
    © 2021 Robocorp Storeeach unique file only once. Reassemble new environment every time something has been touched. --> Environment reloads in seconds --> Preserving disk space --> Running natively on the host OS RCC Holotree
  • 32.
  • 33.
    © 2021 Robocorp RobocorpAutomation Stack RCC toolchain for packaging, running, and managing bots. Robot.yaml for defining and configuring bots. RPA Framework automation libraries for Robot Framework. Python + developer tool extensions RCC toolchain Robot definition (robot.yaml) Robot Framework Automation Libraries
  • 34.
    © 2021 Robocorp 1.BUILD ROBOTS 2. DEPLOY ROBOTS 3. MONITOR & OPERATE Tools & Languages Libraries RPA.Desktop RPA.Browser RPA.SAP RPA.Excel RPA.Netsuite ... Developer Tools Control Room Assistants Attended robots Workforce Un-attended robots Free & Open Source SaaS or Private Cloud How Robocorp Works
  • 35.
  • 36.
  • 37.
  • 38.
    © 2021 Robocorp Security, Monitoring & Logging AI/ML/NLP/NLU/OCR ASSISTANTS AttendedRobots WORKFORCE Unattended Robots Cloud Containers VMs On-prem PC/Laptop Bots Runtime Environments Cloud-native Orchestration GitHub IDEs Windows Linux MacOS Robocorp Lab Visual Studio Code RCC RPA Framework Python Languages, Tools & Libraries CONTROL ROOM Single Pane of Glass 3rd Party Technologies Operating & Management Flow Development Flow On-prem PC/Laptop Control Room/Integration APIs Secure Connections (HTTPS, WebSocket) APIs (process+robot) & Webhooks
  • 39.
    © 2021 Robocorp DisruptivePricing Infrastructure costs Support costs Developer licenses Maintenance costs Robots Assistants Platform fee Maintenance costs Robots Assistants Platform fee Cost savings Traditional RPA costs Robocorp costs License model Consumption-based No hosting costs Hosted by Robocorp, part of platform fee. No separate support costs Basic support part of platform fee. No developer license costs Robocorp is free to develop and learn. Less maintenance costs Uses SW development best practices. High uptime. Less costs from Robots No need to reserve capacity. Automations run faster. Less assisted use costs Pay per use, not per user.
  • 40.
    © 2021 Robocorp RobocorpValue & Differentiation Build & Maintain Programmable RPA Seamless customer deployment & operations Eliminate waste & increase efficiency ○ Automate mission critical processes with Python-based dev tools ○ Access to extensive automation libraries ○ No vendor lock-in ○ No infrastructure required to orchestrate bots ○ Highly scalable ○ Reduced Time-to-Value ○ Consumption based pricing ○ No upfront software investment ○ Compelling ROI Libraries RPA.Desktop RPA.Browser RPA.SAP RPA.Excel RPA.Netsuite
  • 41.
    © 2021 Robocorp Robocorpin 2021 Raised $32M in VC funding (Series A spring 2021 75 partners globally At least 7 new companies founded on top of Robocorp Thousands of developers actively building on Robocorp First 34 enterprise deals closing in 2021 Open-source project used by companies such as Amex to power RPA initiatives
  • 42.
    Robocorp partner communityis growing Currently more than 75 Global Partners in the Robocorp Partner Program © 2021 Robocorp Confidential
  • 43.
  • 44.
  • 45.
    © 2021 Robocorp October2021: Private equity firm TPG Capital acquired Nintex. September 2021: Private equity firm Vista Equity Partners acquired Blue Prism and plans to merge the business into Tibco Software. August 2021: Salesforce acquired Servicetrace RPA to counter ServiceNow in workflow automation. March 2021: ServiceNow acquired Intellibot, and will inject RPA technology into the NOW platform. October 2020: Automation software provider Netcall acquired RPA software company Automagica. October 2020: Nintex, backed by private equity firm Thoma Bravo, acquired K2 Software Inc. August 2020: Hyland Software, backed by private equity firm Thoma Bravo, acquired Another Monday. July 2020: IBM acquired WDG. July 2020: Information Services Group (ISG) acquired RPA technology educator Neuralify. The goal: Help customers accelerate RPA developer education & automation projects. May 2020: Microsoft acquired Softomotive for Robotic Process Automation (RPA). Vows to ensure all partners can “create bots to automate manual business processes.”
  • 46.
    © 2021 Robocorp Open-sourcepush-back “Open-source is not secure” “Open-source is free but not as powerful” “Open-source is hard to use” Robocorp’s value add: ● Security, governance and compliance ● Easy of get started, use, and operate
  • 47.
    © 2021 Robocorp Cloud,Pricing, Low-code - Better Is Always Different “I can’t use the cloud, I want to run it in my datacenter” “This pricing is so different that I don’t know how to compare it” “Isn’t it slower to write script than to drag & drop?” You are not disrupting something if everyone gets it right away.
  • 48.