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Evolving the role of IT
Andrei Oros
Product Manager, UiPath
UiPath IT Automation
2
Source: statista.com
0.96
2017
1
2018
1.18
2019
1.3
2020
1.97
2021
2.3
2022
Digital transformation market
revenue worldwide in Trillion $
Technical debt and
legacy systems
Technology and
process optimization
Growth Outsourcing
Governance vs
self-service
Security and privacy
SLAs and
performance metrics
Compliance and
regulation
Digital transformation
has become
for IT leaders
Challenges
#1 PRIORITY
3
Challenges
Source: statista.com
0.96
2017
1
2018
1.18
2019
1.3
2020
1.97
2021
2.3
2022
Digital transformation market
revenue worldwide in Trillion $
Impact of Covid-19 and remote work
Source: ivanti.com // Remote work Survey Report (2020)
37% Increase in overall IT workload
66% Increase in security issues
39% Increase in ITSM issues & requests
Digital transformation
has become
for IT leaders
#1 PRIORITY
4
IT evolution & integration
Source: Michael Porter, organizational value chain
Source: Gartner, Executive Summary - Taming the Digital Dragon: The 2014 CIO Agenda, Dave Aron,
Graham Waller, et al
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors
with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed
as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for
a particular purpose.
Firm infrastructure
Human resources management
Technology development
Procurement
Inbound
logistics
Operations
Outbound
logistics
Marketing
and sales
Services
Margin
Support
activities
Primary activities
Digitalization
IT craftsmanship
CIO
CTO
Run D
Grow/
change
OOCIO
CIO
Functional/
process silos
CIO
CTO
Run D
Multi-disciplinary
product teams
OOCIO P&L
Owners
CDO
• OOCIO = Office of the CIO, running IT as a business (strategy, governance, finance,
security and risk, etc.)
• CTO = Chief technology officer, acting as chief operating officer of IT
• CDO = Chief digital officer, acting as digital change agent
• Run = Every aspect of IT needed to keep the business running
• D = Demand management – internal demand/relationship/account managers facing off to
other parts of the business
• Grow/change = Every aspect of IT needed to execute on growth and change
Digital transformation
has become
for IT leaders
IT industrialization
#1 PRIORITY
5
Automation touches IT areas across the enterprise which are the strategic imperative of the CIO
The evolution of IT within
the organization
UiPath Platform delivers critical automation projects impacting a
wide range of people and systems in the organization.
Integration of automation with different applications and systems
involves overall security of information, authentication, sharing
of information, and governance.
With digital transformation, the role of IT has evolved and expanded.
IT is no longer just a support function for other departments. The CIO
makes critical IT decisions in the enterprise value chain impacting the
bottom line and is increasingly responsible for platform deployments
and scaling of automation.
6
Infrastructure, application and
everything in between...
Out-of-the-box IT automation integrations
Activities / Connectors / APIs / Ui drivers
Python
Powershell,
terminal
DBMS
C#, VB,
Java
Http/ Soap
json, xml
FTP
MS Hyper-V Citrix
XenServer
Exchange
Server
Citrix
VDI
VMware
vCenter, ESX
Active
directory
Storage
Virtual
machines
Identity
services
Networking
Databases Security
Atlassian
Servicenow
SAP
Oracle
+ more
Public cloud
Robot
Running job
Processes
Activities Orchestrator
Queues
Triggers
Assets
Triggers
Processes
assets logging
Data center
Network
Storage
VDIs Apps Active
directory
Exchange Databases File
Shares
Applications
Hypervisor
Internet
API req.
API req.
7
Jump start your IT automation with 500+
ready to use pre-built activities
Seamless integration across the IT ecosystem covering
some of the widely used software applications and
technology platforms
…and many more integrations
Azure
Azure Virtual Desktop
Exchange server
Amazon Web Services
AWS Workspaces
Google Cloud Platform
System center
Active Directory
AzureActive Directory
VMware ESXi vCenter
Citrix Hypervisor
Hyper-V
500+ IT Activities
8
Automate via APIs and let them run in the background
Now IT automation is as easy
as drag and drop
Best in class low-code IT activities
Create automations with out-of-the-
box, drag-and-drop official UiPath IT
Automation activities
Powerful
and easy
Integrates with almost every
software platform and application
in cloud or on-premises
Vendor
agnostic
Workflow based automation:
Easy to understand, modify and
audit business logic
Easy
maintenance
Available free from Official Feed (LTS)
Background Running (via SDKs)
Customer
success stories
10
Business Size:
Industry:
Start Date:
Country:
ITSM: User management success story
Banking
Large
2020
Large European
bank Europe
80%
AHT reduced
100%
Automated
0%
Error rates
6 months
ROI
Significantly improved
SLAs
<4 weeks
Implementation time
Challenge
• 6 months ROI
• Significantly improved SLAs
• Increased employee satisfaction
Solution
The automation was designed to take over the entire process
from request initiation to unlocking and updating the ticket application.
Increased employee satisfaction
11
User management scenarios
Business scenarios Frequency & volumes User management scenario
Onboarding: Give access to systems
for new employee according to its role
Monthly & medium
Increased fluctuation of personnel
Create new user & attach it to the specific role
Temporary change of branch, keeping same
position or change of position (covering
vacations periods, medical urgencies)
Daily & high
Decreased no of branches and
their structure
Change of role for the user
Reset passwords to all systems (Security req.
to protect wrong use of access)
Monthly & high
Security request
Bulk reset of passwords
Block/un-block access to users upon
request and reset password
Daily & high Block/un-block user and reset password
Off-boarding Monthly & medium Detach user from the roles and close user
12
User management automation flow
Task management
Service desk ticket
Jira request
Processes
• Create new user & assign
it to the specific role(s)
• Change role for the user
• Bulk password reset
• Lock / unlock user
and reset password
• Detach user from roles
and close user
Digitalize & simplify input
Identify all scenarios & define
request type templates
Unattended robot
Reads the task, processes the request
Legacy
systems
(Not integrated
With AAD / AD)
Active
directory
Azure AD
Task management
Close task
13
User management automation overview
Robot
Start job / via orchestrator API
Add request info to orchestrator queue as new item
Start job
Evaluate request type from queue item and start associated job
Start job
Add/remove application access
Unlock user account
Reset user’s password
Queues
Triggers
Assets
Orchestrator
Trigger on new
queue item added
Add request as
new queue item
API API Pooling/trigger
Chatbot Self service portal Service desk
Desktop
Mobile
Tablet
User request
14
Business Size:
Industry:
Start Date:
Country:
Infrastructure management:
server migration success story
Banking
Large
2020
Large Indian
bank India
Large-scale migration of servers and data from windows server
2008 to windows server 2012
Time / Migration Reduced
from 2h to
under 10min
~10
Servers migrated/hour
10
Robots working
in parallel
Only 1-2
People monitoring
the process
Challenge
The bank has thousands of Windows Server 2008 that need to be migrated to Windows Server
2012 in only 2 months. This complex and time-consuming process takes ~2h / migration and
the bank was looking for a more efficient and less error prone method for the task.
Solution
Automated process: 22 high-level steps
• Read Domain Credentials from Windows Server 2008
• Read VM Configuration and Credentials
• Export SQL databases from Windows 2008 Servers
• Import SQL databases in the Windows 2012 Servers
• Import certificates and run Agents
• Add Users to Groups, Join Computer to Domains
• Run Services after the data and all files are validated
• Restart the Servers
UiPath capabilities used in the automation:
• IT Automation official activities
• Scripting (PowerShell, Batch, Python WMI framework)
15
Automating migrations
Out-of-the-box IT automation integrations
Activities / Connectors / APIs / Ui drivers
Trigger, monitor, audit
www, mobile
Orchestrator 3rd party portals, apps
Via UiPath APIs
robot, Orchestrator
Robots
Network & security config
on-prem FileShare delete
on-prem VMs delete
Process execution
Out-of-the-box activities REST API /
scripting Ui RPA
VMs preparation AD User
Config Databases
Access rights
Post-migration
operations
Built-in wizards
Lift & shift
Custom
Pre-migration
operations
Resources
VMs/Servers
User Accounts
File Shares
End to end business process
Python
Powershell,
terminal
DBMS
C#, VB,
Java
Http/ Soap
json, xml
FTP
MS Hyper-V Citrix
XenServer
Exchange
Server
Citrix
VDI
VMware
vCenter, ESX
Active
directory
Storage
Virtual
machines
Identity
services
Networking
Databases Security
Atlassian
Servicenow
SAP
Oracle
+ more
16
RPA autoscaling customer
success story
Business
problem
Solution
UiPath provided an autoscaling solution that...
• Responds in real-time to dynamic workloads by allocating/deallocating robot machines to meet the
incoming RPA jobs requests
• Works with all types of infrastructures (cloud, on-premises, hybrid)
• Empowers the client to easily and on the fly adjust the autoscaling strategy to balance cost savings
vs highly-available job execution
Challenge
• Deadline events cause 500-1000% workload demand increases on a daily cycle
• Tax busy seasons, specifically tax end requests, caused spikes in RPA jobs (dynamic workload)
• Very inefficient while done manually: increased costs with IT infrastructure and administration
• Scaling needs increase from 10 machines to 300 machines dynamically, each with 10-20 high
density robots (avg 1500 robots during the day and 150 robots at night) running 24 / 7
• Incurred high maintenance costs, high administration costs to accommodate dynamic workload in
real-time
• Higher risk from missed SLAs - client potential liability for millions of dollars towards customers
and legal commitments
Client is a leading tax provider that faces
dynamic workload related to customer workload
during busy tax seasons. This resulted in excess
spending on infrastructure and personnel.
Expected outcomes
Optimized RPA &
business operations
Reduced costs with IT
Infrastructure & labor
Flexible deployment
Support for custom RPA setup
(high density robots,
environments, Azure cloud +
VMware on-premises)
Green computing
Energy savings with compute
from running a more efficient
RPA operation
SLAs risk management
Help meet customer &
contractual SLAs in a highly
regulated tax environment
17
Unattended robots autoscaling
DB
Clients
Configs
RobotsCold
RobotsHot
Infrastructure
Environment
Folder
client_(x)
50
10
RAS
Default
10
2
E2
F2
80
5
E1
F1
RobotsCold
RobotsHot
Infrastructure
Environment
Folder
client_1
RobotsCold
RobotsHot
Infrastructure
Environment
Folder
client_1
Management orchestrator
Queue. New Webhook Events
Jobs
triggered by
New Items
get event data for 1st new q. item
update all associated q. items
get the client info from the database
get the client state: jobs, robots, ..
select machines to start/stop & apply
4.1
4.2
4.3
3
Webhook events receiver service
client_1
jobs
M1
M2
M3
M(n)
4.4
client_1 machines
tenant Id
[ … ]
folder Id
job.created
Add Event
to Queue
2
1
UiPath Marketplace >
Internal IT CoE
Success stories
19
UiPath - Internal CoE for IT Ops
Licenses usage
Optimization
Cloud compute
usage optimization
ITSM service desk
Cybersecurity
Empowered
users
Self-Service via IT Chatbot
IT Helpdesk topics are now
just a Slack message away
requests processing takes minutes vs hours
reduced compute and operational costs
with cloud IT Infrastructure
requests processing
takes minutes vs hours
facilitated SOC2 certif.
via vulnerability mgmt.
for all Azure resources
30%
less licenses required
65%
reduction in yearly
compute usage
98% 15%
AHT reduction
2m vs ~2h / ticket
workload / year
85% 20k+
workload reduction
with CVM
blocked brute
force attacks
20
UiPath IT Automation enables Green IT
65% less cloud compute yearly usage from
running a more efficient infrastructure
30% less compute yearly usage of IT Ops
Robots through RAS autoscaling
98% reduction in compute yearly usage
with AHT for ITSM and Cybersecurity
Cloud infra compute,
usage ITSM service,
desk cybersecurity,
IT ops RPA
Green IT via IT Ops
…optimizations help to minimize our
environmental impact by reducing
our compute energy footprint.
IT automation
next
Upcoming capabilities
22
Roadmap
Recent releases More built-in integrations Run on all platforms
IAM
AWS & GCP
VDI
Azure virtual desktop
AWS workspaces
Containers management
23
Get started easily
https://www.uipath.com/rpa/academy
https://uipath.com/IT-Automation
IT Automation page:
https://docs.uipath.com/activities/docs
Documentation page:
https://forum.uipath.com/c/build/it-automation/
UiPath Forum:
marketplace.uipath.com/listings/it-automation-for-public-
private-and-hybrid-clouds
UiPath Marketplace:
GitHub page: github.com/UiPath/IT-Automation-Workflow-Solutions
Thank You
Andrei Oros
Product Manager, UiPath

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Evolving the role of IT with automation

  • 1. Evolving the role of IT Andrei Oros Product Manager, UiPath UiPath IT Automation
  • 2. 2 Source: statista.com 0.96 2017 1 2018 1.18 2019 1.3 2020 1.97 2021 2.3 2022 Digital transformation market revenue worldwide in Trillion $ Technical debt and legacy systems Technology and process optimization Growth Outsourcing Governance vs self-service Security and privacy SLAs and performance metrics Compliance and regulation Digital transformation has become for IT leaders Challenges #1 PRIORITY
  • 3. 3 Challenges Source: statista.com 0.96 2017 1 2018 1.18 2019 1.3 2020 1.97 2021 2.3 2022 Digital transformation market revenue worldwide in Trillion $ Impact of Covid-19 and remote work Source: ivanti.com // Remote work Survey Report (2020) 37% Increase in overall IT workload 66% Increase in security issues 39% Increase in ITSM issues & requests Digital transformation has become for IT leaders #1 PRIORITY
  • 4. 4 IT evolution & integration Source: Michael Porter, organizational value chain Source: Gartner, Executive Summary - Taming the Digital Dragon: The 2014 CIO Agenda, Dave Aron, Graham Waller, et al Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Firm infrastructure Human resources management Technology development Procurement Inbound logistics Operations Outbound logistics Marketing and sales Services Margin Support activities Primary activities Digitalization IT craftsmanship CIO CTO Run D Grow/ change OOCIO CIO Functional/ process silos CIO CTO Run D Multi-disciplinary product teams OOCIO P&L Owners CDO • OOCIO = Office of the CIO, running IT as a business (strategy, governance, finance, security and risk, etc.) • CTO = Chief technology officer, acting as chief operating officer of IT • CDO = Chief digital officer, acting as digital change agent • Run = Every aspect of IT needed to keep the business running • D = Demand management – internal demand/relationship/account managers facing off to other parts of the business • Grow/change = Every aspect of IT needed to execute on growth and change Digital transformation has become for IT leaders IT industrialization #1 PRIORITY
  • 5. 5 Automation touches IT areas across the enterprise which are the strategic imperative of the CIO The evolution of IT within the organization UiPath Platform delivers critical automation projects impacting a wide range of people and systems in the organization. Integration of automation with different applications and systems involves overall security of information, authentication, sharing of information, and governance. With digital transformation, the role of IT has evolved and expanded. IT is no longer just a support function for other departments. The CIO makes critical IT decisions in the enterprise value chain impacting the bottom line and is increasingly responsible for platform deployments and scaling of automation.
  • 6. 6 Infrastructure, application and everything in between... Out-of-the-box IT automation integrations Activities / Connectors / APIs / Ui drivers Python Powershell, terminal DBMS C#, VB, Java Http/ Soap json, xml FTP MS Hyper-V Citrix XenServer Exchange Server Citrix VDI VMware vCenter, ESX Active directory Storage Virtual machines Identity services Networking Databases Security Atlassian Servicenow SAP Oracle + more Public cloud Robot Running job Processes Activities Orchestrator Queues Triggers Assets Triggers Processes assets logging Data center Network Storage VDIs Apps Active directory Exchange Databases File Shares Applications Hypervisor Internet API req. API req.
  • 7. 7 Jump start your IT automation with 500+ ready to use pre-built activities Seamless integration across the IT ecosystem covering some of the widely used software applications and technology platforms …and many more integrations Azure Azure Virtual Desktop Exchange server Amazon Web Services AWS Workspaces Google Cloud Platform System center Active Directory AzureActive Directory VMware ESXi vCenter Citrix Hypervisor Hyper-V 500+ IT Activities
  • 8. 8 Automate via APIs and let them run in the background Now IT automation is as easy as drag and drop Best in class low-code IT activities Create automations with out-of-the- box, drag-and-drop official UiPath IT Automation activities Powerful and easy Integrates with almost every software platform and application in cloud or on-premises Vendor agnostic Workflow based automation: Easy to understand, modify and audit business logic Easy maintenance Available free from Official Feed (LTS) Background Running (via SDKs)
  • 10. 10 Business Size: Industry: Start Date: Country: ITSM: User management success story Banking Large 2020 Large European bank Europe 80% AHT reduced 100% Automated 0% Error rates 6 months ROI Significantly improved SLAs <4 weeks Implementation time Challenge • 6 months ROI • Significantly improved SLAs • Increased employee satisfaction Solution The automation was designed to take over the entire process from request initiation to unlocking and updating the ticket application. Increased employee satisfaction
  • 11. 11 User management scenarios Business scenarios Frequency & volumes User management scenario Onboarding: Give access to systems for new employee according to its role Monthly & medium Increased fluctuation of personnel Create new user & attach it to the specific role Temporary change of branch, keeping same position or change of position (covering vacations periods, medical urgencies) Daily & high Decreased no of branches and their structure Change of role for the user Reset passwords to all systems (Security req. to protect wrong use of access) Monthly & high Security request Bulk reset of passwords Block/un-block access to users upon request and reset password Daily & high Block/un-block user and reset password Off-boarding Monthly & medium Detach user from the roles and close user
  • 12. 12 User management automation flow Task management Service desk ticket Jira request Processes • Create new user & assign it to the specific role(s) • Change role for the user • Bulk password reset • Lock / unlock user and reset password • Detach user from roles and close user Digitalize & simplify input Identify all scenarios & define request type templates Unattended robot Reads the task, processes the request Legacy systems (Not integrated With AAD / AD) Active directory Azure AD Task management Close task
  • 13. 13 User management automation overview Robot Start job / via orchestrator API Add request info to orchestrator queue as new item Start job Evaluate request type from queue item and start associated job Start job Add/remove application access Unlock user account Reset user’s password Queues Triggers Assets Orchestrator Trigger on new queue item added Add request as new queue item API API Pooling/trigger Chatbot Self service portal Service desk Desktop Mobile Tablet User request
  • 14. 14 Business Size: Industry: Start Date: Country: Infrastructure management: server migration success story Banking Large 2020 Large Indian bank India Large-scale migration of servers and data from windows server 2008 to windows server 2012 Time / Migration Reduced from 2h to under 10min ~10 Servers migrated/hour 10 Robots working in parallel Only 1-2 People monitoring the process Challenge The bank has thousands of Windows Server 2008 that need to be migrated to Windows Server 2012 in only 2 months. This complex and time-consuming process takes ~2h / migration and the bank was looking for a more efficient and less error prone method for the task. Solution Automated process: 22 high-level steps • Read Domain Credentials from Windows Server 2008 • Read VM Configuration and Credentials • Export SQL databases from Windows 2008 Servers • Import SQL databases in the Windows 2012 Servers • Import certificates and run Agents • Add Users to Groups, Join Computer to Domains • Run Services after the data and all files are validated • Restart the Servers UiPath capabilities used in the automation: • IT Automation official activities • Scripting (PowerShell, Batch, Python WMI framework)
  • 15. 15 Automating migrations Out-of-the-box IT automation integrations Activities / Connectors / APIs / Ui drivers Trigger, monitor, audit www, mobile Orchestrator 3rd party portals, apps Via UiPath APIs robot, Orchestrator Robots Network & security config on-prem FileShare delete on-prem VMs delete Process execution Out-of-the-box activities REST API / scripting Ui RPA VMs preparation AD User Config Databases Access rights Post-migration operations Built-in wizards Lift & shift Custom Pre-migration operations Resources VMs/Servers User Accounts File Shares End to end business process Python Powershell, terminal DBMS C#, VB, Java Http/ Soap json, xml FTP MS Hyper-V Citrix XenServer Exchange Server Citrix VDI VMware vCenter, ESX Active directory Storage Virtual machines Identity services Networking Databases Security Atlassian Servicenow SAP Oracle + more
  • 16. 16 RPA autoscaling customer success story Business problem Solution UiPath provided an autoscaling solution that... • Responds in real-time to dynamic workloads by allocating/deallocating robot machines to meet the incoming RPA jobs requests • Works with all types of infrastructures (cloud, on-premises, hybrid) • Empowers the client to easily and on the fly adjust the autoscaling strategy to balance cost savings vs highly-available job execution Challenge • Deadline events cause 500-1000% workload demand increases on a daily cycle • Tax busy seasons, specifically tax end requests, caused spikes in RPA jobs (dynamic workload) • Very inefficient while done manually: increased costs with IT infrastructure and administration • Scaling needs increase from 10 machines to 300 machines dynamically, each with 10-20 high density robots (avg 1500 robots during the day and 150 robots at night) running 24 / 7 • Incurred high maintenance costs, high administration costs to accommodate dynamic workload in real-time • Higher risk from missed SLAs - client potential liability for millions of dollars towards customers and legal commitments Client is a leading tax provider that faces dynamic workload related to customer workload during busy tax seasons. This resulted in excess spending on infrastructure and personnel. Expected outcomes Optimized RPA & business operations Reduced costs with IT Infrastructure & labor Flexible deployment Support for custom RPA setup (high density robots, environments, Azure cloud + VMware on-premises) Green computing Energy savings with compute from running a more efficient RPA operation SLAs risk management Help meet customer & contractual SLAs in a highly regulated tax environment
  • 17. 17 Unattended robots autoscaling DB Clients Configs RobotsCold RobotsHot Infrastructure Environment Folder client_(x) 50 10 RAS Default 10 2 E2 F2 80 5 E1 F1 RobotsCold RobotsHot Infrastructure Environment Folder client_1 RobotsCold RobotsHot Infrastructure Environment Folder client_1 Management orchestrator Queue. New Webhook Events Jobs triggered by New Items get event data for 1st new q. item update all associated q. items get the client info from the database get the client state: jobs, robots, .. select machines to start/stop & apply 4.1 4.2 4.3 3 Webhook events receiver service client_1 jobs M1 M2 M3 M(n) 4.4 client_1 machines tenant Id [ … ] folder Id job.created Add Event to Queue 2 1 UiPath Marketplace >
  • 19. 19 UiPath - Internal CoE for IT Ops Licenses usage Optimization Cloud compute usage optimization ITSM service desk Cybersecurity Empowered users Self-Service via IT Chatbot IT Helpdesk topics are now just a Slack message away requests processing takes minutes vs hours reduced compute and operational costs with cloud IT Infrastructure requests processing takes minutes vs hours facilitated SOC2 certif. via vulnerability mgmt. for all Azure resources 30% less licenses required 65% reduction in yearly compute usage 98% 15% AHT reduction 2m vs ~2h / ticket workload / year 85% 20k+ workload reduction with CVM blocked brute force attacks
  • 20. 20 UiPath IT Automation enables Green IT 65% less cloud compute yearly usage from running a more efficient infrastructure 30% less compute yearly usage of IT Ops Robots through RAS autoscaling 98% reduction in compute yearly usage with AHT for ITSM and Cybersecurity Cloud infra compute, usage ITSM service, desk cybersecurity, IT ops RPA Green IT via IT Ops …optimizations help to minimize our environmental impact by reducing our compute energy footprint.
  • 22. 22 Roadmap Recent releases More built-in integrations Run on all platforms IAM AWS & GCP VDI Azure virtual desktop AWS workspaces Containers management
  • 23. 23 Get started easily https://www.uipath.com/rpa/academy https://uipath.com/IT-Automation IT Automation page: https://docs.uipath.com/activities/docs Documentation page: https://forum.uipath.com/c/build/it-automation/ UiPath Forum: marketplace.uipath.com/listings/it-automation-for-public- private-and-hybrid-clouds UiPath Marketplace: GitHub page: github.com/UiPath/IT-Automation-Workflow-Solutions
  • 24. Thank You Andrei Oros Product Manager, UiPath