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in manufacturing
Accelerate innovation, drive
The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
growth, and streamline costs
2
Accelerate Innovation and Revenue Growth while
Streamlining Costs in Manufacturing
Trusted by:
Main automation themes driving business value for manufacturing clients…
Increase efficiency and productivity across sourcing, supply chains, and production
Enhance your customer experiences in after sales and services
Drive topline revenue growth through marketing and sales automation
Obtain a single view into your data, improving compliance & sustainability
1
2
3
4
3
65%
will save 10% of OPEX
thru advanced
production technologies
by 2030.
Productivity Consumer Experience Revenue Growth Compliance
The Manufacturing Automation Business Value…
Accelerate innovation and drive revenue while streamlining costs
89%
manufacturing
enterprises are adopting
digital automation
technologies to redefine
their
customer experience
strategies.
75%
of marketing staff shall
move to more strategic
activities due to AI and
automation.
60%
of global manufacturers
to adopt product carbon
footprint as a key metric
to operationalize
sustainability beyond
reporting by 2026.
Source: IDC FutureScape: Worldwide
Manufacturing 2020 Predictions
Source: Everest Group 2021 Source: IDC FutureScape: Worldwide
Manufacturing 2023 Predictions
Source: Gartner 2023
Sourcing & Purchasing
Supply Chain & Logistics
Production & Maintenance
After Sales & Services Marketing & Sales Compliance & Sustainability
4
Sourcing &
Purchasing
25%
Less cost
Supply Chain &
Logistics
10%
Inventory reduction
Production &
Maintenance
35%
OEE increase
Increase Sourcing, Supply Chains, and Production
Productivity Across Your Business
Track inventory turnover & order fulfillment
to accurately forecast demand
Vendor management and
contract compliance leads to lower costs
Data integration and analysis across siloed
systems, such as ERP, CRM, and WMS.
Integrate manufacturing systems, ensuring
accurate and real-time data collection
Streamline field and machine data
consolidation and productivity reporting
Automate quality & non-conformance
control and streamline quality checks
LEARN MORE
Data entry and processing of data
across multiple systems
Collect supplier key data and perform routine
supplier management tasks
Purchase order, Invoice and AP processing
LEARN MORE LEARN MORE
HOW WE DO IT
AUTOMATION AREA
Theme: Productivity
1
5
After Sales
& Service
40%
increase in speed for
customer resolutions
Marketing
& Sales
20%
Faster sales process
Compliance &
Sustainability
100%
Reporting & control adherence
Drive Customer Experience and Revenue Growth
While Enabling Compliance & Sustainability
Deliver personalized marketing messages and
offers based on ingested data sets
Lead generation, tracking and decision
making for sales handoff
Customer segmentation and behavior
analysis data for marketing campaigns
Reduce manual effort and ensure accurate
and timely data collection
Instantly flag compliance issues and
initiate corrective actions
Real-time data updates and up-to-date
reporting on carbon footprint-related KPIs.
LEARN MORE
Automate service data and client request
management
Intelligent scheduling/routing of technicians
improve routing and scheduling
Real-time service reporting and analytics as
well as intelligently automate
monitoring and analytics
LEARN MORE LEARN MORE
HOW WE DO IT
AUTOMATION AREA
Theme: Customer Experience
2 Theme: Revenue Growth
3 Theme: Compliance & Sustainability
4
6
"RPA helped drive out the
delay and inefficiency in
Schneider’s supply chain
processes - freeing staff to
focus on higher value work."
"Through the integration
of automation, the time
required has been
reduced by 40% to 20
hours. The automated
information input is also
accurate, eliminating the
risk of human error. The
overall productivity also
went up by 60%."
"In our own environment,
it's mostly about things
like get different reports
from SAP, download
them, put them together
in Excel, prepare them,
and transfer them to a
business intelligence (BI)
solutions"
Selected Customer Highlights
Increase Sourcing,
Supply Chains and
Production Efficiency and
Add Productivity
Drive Customer
Experiences in After
Sales and Services
Enabling Compliance &
Sustainability across your
Business & Operations
Model
“The RPA technology
enabled us to focus on
our end-to-end processes
in a holistic way by
strategic processes
prioritization to support
growth and business
critical operations.“
Drive Revenue Growth in
Marketing and Sales
7
Big Map of Manufacturing Use Cases
Hero Cases under Manufacturing Solution Areas
Productivity
Customer
Experience
Revenue Growth Compliance
Sourcing &
Purchasing
Supply Chain
Management
Production &
Maintenance
After Sales &
Services
Marketing & Sales Sustainability
o Invoice processing and
exception management
o Raw material pricing
updates and monitoring
o Vendor onboarding,
updates and
performance monitoring
o Automated legal &
compliance checks
o Bill of lading creation /
updates
o Good receipts
matching, updates and
amendments
o Transit shipment –
contract validation and
monitoring
o Critical parts inventory
monitoring and
reporting
o Operational Visibility
through Real-Time
Reporting
o Preventive / predictive
maintenance and
updates to plans
o Production / quality
control & decision
support
o Incident management
and reporting
o Dealer and supplier –
automated data
collection and validation
o Service desk
integrations
o Claims / warranty
automation – validation,
approvals and
assessments
o Service order
processing and tracking
o Sales order - data entry,
validation, payment
approval
o Quotes generation,
approval and delivery
o Process payments and
update tax information
o Customer registrations,
data enrichment
o Data collection for
energy consumption,
emissions and waste
o Integration with 3rd
party data sources /
databases / portals
o Automated
compliance monitoring
and alerting
o Benchmarking and
competitive analysis
8
Gartner RPA MQ Forrester RPA Wave IDC MarketScape Everest Peak Matrix
Leading the automation market
year after year
Top Position in the 2022
Gartner RPA Magic
Quadrant
Top Position in the
2023 Forrester RPA Wave
A Leader in IDC's First-
Ever MarketScape for
RPA Platforms
A Leader for Sixth
Consecutive years and a
Star Performer in the 2022
Everest RPA Peak Matrix
9
IDP Process Mining Test Automation Low Code Apps
Leading with innovative platform
expansion capabilities
A Leader and Star
Performer in the
Everest Group Intelligent
Document Processing
Products PEAK Matrix®
Assessment 2023
For the fourth consecutive
year, recognized as a
Leader in the Process
Mining Products PEAK
Matrix® Assessment 2023.
Makes a debut as
a Leader ​ & earns the
highest overall
Strategy score.
a Leader in the 2022 ISG
Provider Lens™ for Low-
Code/No-Code
Development Platforms.
10
The UiPath Business Automation Platform
PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT
LOW-CODE DEVELOPMENT​ UI & API AUTOMATION​ PROCESS ORCHESTRATION​
INTELLIGENT
DOCUMENT PROCESSING​
INTEGRATED NLP & AI/ML
Discover
Continuously uncover opportunities for process and task
improvements, ​helping you identify the highest ROI areas
Automate
Get more done with a digital workforce that seamlessly collaborates with your
people ​and automates work via UI and API, powered with native integrated AI​
Your applications Your
people
Your
processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity​
ANALYTICS CONTINUOUS TESTING
UNIFIED MANAGEMENT
& GOVERNANCE​
FLEXIBLE DEPLOYMENT
Operate
Get an enterprise-grade foundation to run and optimize
a ​mission-critical automation program at high scale
11
From document-driven to data-driven automation
in manufacturing
Every facet of the UiPath platform is designed to reduce risk and improve productivity,
customer experience and compliance
Easily enable predictive maintenance,
inventory forecasting, demand forecasting
and production optimization by infusing
AI/ML models into workflows.
Low-code development​
Document Understanding
and Comms Mining
Automate end-to-end invoice processing
with 3-way matching. Enable extraction of
insights & sentiments to improve
customer experience in after sales.
Create unified, simplified screens for
procurement, shipping, trade, customer
service, production monitoring, quality,
engineering, finance, IT and HR actions.
Test suite
Enable continuous testing of SAP ECC to
S/4HANA migrations and upgrades.
Further automate testing for on-prem to
cloud migration of applications like ERP /
CRM.
AI/ML
Integrations
Enable direct integrations between
multiple applications, both legacy and
modern enabling end-to-end workflow
automation (IT and OT)
UI and API
Automations
Process and task mining
Uncover bottlenecks and deviations in
production planning, equipment
maintenance or sourcing processes and
create a light digital twin.
Our services and our partnership
make manufacturing automation
easier for you
Grow your automation team
with custom training paths
tailored to personas
Dedicated customer
success manager
Premium Plus support
from a named technical
account manager
Hundreds of pre-built
integrations and an
open marketplace
For more involved engagements,
leverage our Professional
Services organization
600+ implementation
partners and a global
ecosystem of tech alliances
Document
Understanding Overview
Presented by:
Priyadarshini Estevez - RPA Solution Architect & 5X UiPath MVP
14
1. Introduction
2. UiPath AI Platform
3. What is Document Understanding?
4. High Level overview of DU Framework
5. UiPath Products in a DU Process
6. Stages in a DU Framework
7. A Quick Demo
*** Some of this content is referenced from and can be found in the Academic Alliance Program and the UiPath
Academy courses.
Learning Objectives
15
• “AI without the automation is like the brain without the body!” –Graham Sheldon – UiPath CPO
UiPath AI Platform
AI-powered automation
Open | Flexible | Responsible
Supported by UiPath Built with UiPath or BYO
Docs Screens Tasks Processes
Solutions
Infrastructure
Integration Service – Validation Station – Active learning – Fine tuning – Guardrails – Auditing
Generative
AI
Specialized
AI
Context
HITL
UI
API
Action
People
Comms
Docs
Data
Processes
AI-powered automation
Delivering enterprise automation with Specialized AI
16
• Companies are overwhelmed with processing documents manually leading to
business inefficiencies.
Organization Challenges
17
• Document Understanding (DU) – an AI-enhanced solution developed to help
organizations read, understand, and process different information within
documents automatically – with the help of robots.
What is Document Understanding?
18
High Level Overview of DU Framework
19
DU Framework Automation operates according to the Framework here:
Stages in DU Framework
20
UiPath Products in a DU Process
21
Demo
22
UiPath Resources
https://academy.uipath.com/ https://forum.uipath.com/
https://marketplace.uipath.com/ https://community.uipath.com/
23
Automation Solution Architect &
Wondermom
priyadarshini0206@gmail.com
www.linkedin.com/in/priyadarshinig/
Priya Estevez
Speaker
2020, 2021, 2022, 2023,
2024
Where does your
path start?

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UiPath manufacturing technology benefits and AI overview

  • 1. in manufacturing Accelerate innovation, drive The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved. growth, and streamline costs
  • 2. 2 Accelerate Innovation and Revenue Growth while Streamlining Costs in Manufacturing Trusted by: Main automation themes driving business value for manufacturing clients… Increase efficiency and productivity across sourcing, supply chains, and production Enhance your customer experiences in after sales and services Drive topline revenue growth through marketing and sales automation Obtain a single view into your data, improving compliance & sustainability 1 2 3 4
  • 3. 3 65% will save 10% of OPEX thru advanced production technologies by 2030. Productivity Consumer Experience Revenue Growth Compliance The Manufacturing Automation Business Value… Accelerate innovation and drive revenue while streamlining costs 89% manufacturing enterprises are adopting digital automation technologies to redefine their customer experience strategies. 75% of marketing staff shall move to more strategic activities due to AI and automation. 60% of global manufacturers to adopt product carbon footprint as a key metric to operationalize sustainability beyond reporting by 2026. Source: IDC FutureScape: Worldwide Manufacturing 2020 Predictions Source: Everest Group 2021 Source: IDC FutureScape: Worldwide Manufacturing 2023 Predictions Source: Gartner 2023 Sourcing & Purchasing Supply Chain & Logistics Production & Maintenance After Sales & Services Marketing & Sales Compliance & Sustainability
  • 4. 4 Sourcing & Purchasing 25% Less cost Supply Chain & Logistics 10% Inventory reduction Production & Maintenance 35% OEE increase Increase Sourcing, Supply Chains, and Production Productivity Across Your Business Track inventory turnover & order fulfillment to accurately forecast demand Vendor management and contract compliance leads to lower costs Data integration and analysis across siloed systems, such as ERP, CRM, and WMS. Integrate manufacturing systems, ensuring accurate and real-time data collection Streamline field and machine data consolidation and productivity reporting Automate quality & non-conformance control and streamline quality checks LEARN MORE Data entry and processing of data across multiple systems Collect supplier key data and perform routine supplier management tasks Purchase order, Invoice and AP processing LEARN MORE LEARN MORE HOW WE DO IT AUTOMATION AREA Theme: Productivity 1
  • 5. 5 After Sales & Service 40% increase in speed for customer resolutions Marketing & Sales 20% Faster sales process Compliance & Sustainability 100% Reporting & control adherence Drive Customer Experience and Revenue Growth While Enabling Compliance & Sustainability Deliver personalized marketing messages and offers based on ingested data sets Lead generation, tracking and decision making for sales handoff Customer segmentation and behavior analysis data for marketing campaigns Reduce manual effort and ensure accurate and timely data collection Instantly flag compliance issues and initiate corrective actions Real-time data updates and up-to-date reporting on carbon footprint-related KPIs. LEARN MORE Automate service data and client request management Intelligent scheduling/routing of technicians improve routing and scheduling Real-time service reporting and analytics as well as intelligently automate monitoring and analytics LEARN MORE LEARN MORE HOW WE DO IT AUTOMATION AREA Theme: Customer Experience 2 Theme: Revenue Growth 3 Theme: Compliance & Sustainability 4
  • 6. 6 "RPA helped drive out the delay and inefficiency in Schneider’s supply chain processes - freeing staff to focus on higher value work." "Through the integration of automation, the time required has been reduced by 40% to 20 hours. The automated information input is also accurate, eliminating the risk of human error. The overall productivity also went up by 60%." "In our own environment, it's mostly about things like get different reports from SAP, download them, put them together in Excel, prepare them, and transfer them to a business intelligence (BI) solutions" Selected Customer Highlights Increase Sourcing, Supply Chains and Production Efficiency and Add Productivity Drive Customer Experiences in After Sales and Services Enabling Compliance & Sustainability across your Business & Operations Model “The RPA technology enabled us to focus on our end-to-end processes in a holistic way by strategic processes prioritization to support growth and business critical operations.“ Drive Revenue Growth in Marketing and Sales
  • 7. 7 Big Map of Manufacturing Use Cases Hero Cases under Manufacturing Solution Areas Productivity Customer Experience Revenue Growth Compliance Sourcing & Purchasing Supply Chain Management Production & Maintenance After Sales & Services Marketing & Sales Sustainability o Invoice processing and exception management o Raw material pricing updates and monitoring o Vendor onboarding, updates and performance monitoring o Automated legal & compliance checks o Bill of lading creation / updates o Good receipts matching, updates and amendments o Transit shipment – contract validation and monitoring o Critical parts inventory monitoring and reporting o Operational Visibility through Real-Time Reporting o Preventive / predictive maintenance and updates to plans o Production / quality control & decision support o Incident management and reporting o Dealer and supplier – automated data collection and validation o Service desk integrations o Claims / warranty automation – validation, approvals and assessments o Service order processing and tracking o Sales order - data entry, validation, payment approval o Quotes generation, approval and delivery o Process payments and update tax information o Customer registrations, data enrichment o Data collection for energy consumption, emissions and waste o Integration with 3rd party data sources / databases / portals o Automated compliance monitoring and alerting o Benchmarking and competitive analysis
  • 8. 8 Gartner RPA MQ Forrester RPA Wave IDC MarketScape Everest Peak Matrix Leading the automation market year after year Top Position in the 2022 Gartner RPA Magic Quadrant Top Position in the 2023 Forrester RPA Wave A Leader in IDC's First- Ever MarketScape for RPA Platforms A Leader for Sixth Consecutive years and a Star Performer in the 2022 Everest RPA Peak Matrix
  • 9. 9 IDP Process Mining Test Automation Low Code Apps Leading with innovative platform expansion capabilities A Leader and Star Performer in the Everest Group Intelligent Document Processing Products PEAK Matrix® Assessment 2023 For the fourth consecutive year, recognized as a Leader in the Process Mining Products PEAK Matrix® Assessment 2023. Makes a debut as a Leader ​ & earns the highest overall Strategy score. a Leader in the 2022 ISG Provider Lens™ for Low- Code/No-Code Development Platforms.
  • 10. 10 The UiPath Business Automation Platform PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT LOW-CODE DEVELOPMENT​ UI & API AUTOMATION​ PROCESS ORCHESTRATION​ INTELLIGENT DOCUMENT PROCESSING​ INTEGRATED NLP & AI/ML Discover Continuously uncover opportunities for process and task improvements, ​helping you identify the highest ROI areas Automate Get more done with a digital workforce that seamlessly collaborates with your people ​and automates work via UI and API, powered with native integrated AI​ Your applications Your people Your processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity​ ANALYTICS CONTINUOUS TESTING UNIFIED MANAGEMENT & GOVERNANCE​ FLEXIBLE DEPLOYMENT Operate Get an enterprise-grade foundation to run and optimize a ​mission-critical automation program at high scale
  • 11. 11 From document-driven to data-driven automation in manufacturing Every facet of the UiPath platform is designed to reduce risk and improve productivity, customer experience and compliance Easily enable predictive maintenance, inventory forecasting, demand forecasting and production optimization by infusing AI/ML models into workflows. Low-code development​ Document Understanding and Comms Mining Automate end-to-end invoice processing with 3-way matching. Enable extraction of insights & sentiments to improve customer experience in after sales. Create unified, simplified screens for procurement, shipping, trade, customer service, production monitoring, quality, engineering, finance, IT and HR actions. Test suite Enable continuous testing of SAP ECC to S/4HANA migrations and upgrades. Further automate testing for on-prem to cloud migration of applications like ERP / CRM. AI/ML Integrations Enable direct integrations between multiple applications, both legacy and modern enabling end-to-end workflow automation (IT and OT) UI and API Automations Process and task mining Uncover bottlenecks and deviations in production planning, equipment maintenance or sourcing processes and create a light digital twin.
  • 12. Our services and our partnership make manufacturing automation easier for you Grow your automation team with custom training paths tailored to personas Dedicated customer success manager Premium Plus support from a named technical account manager Hundreds of pre-built integrations and an open marketplace For more involved engagements, leverage our Professional Services organization 600+ implementation partners and a global ecosystem of tech alliances
  • 13. Document Understanding Overview Presented by: Priyadarshini Estevez - RPA Solution Architect & 5X UiPath MVP
  • 14. 14 1. Introduction 2. UiPath AI Platform 3. What is Document Understanding? 4. High Level overview of DU Framework 5. UiPath Products in a DU Process 6. Stages in a DU Framework 7. A Quick Demo *** Some of this content is referenced from and can be found in the Academic Alliance Program and the UiPath Academy courses. Learning Objectives
  • 15. 15 • “AI without the automation is like the brain without the body!” –Graham Sheldon – UiPath CPO UiPath AI Platform AI-powered automation Open | Flexible | Responsible Supported by UiPath Built with UiPath or BYO Docs Screens Tasks Processes Solutions Infrastructure Integration Service – Validation Station – Active learning – Fine tuning – Guardrails – Auditing Generative AI Specialized AI Context HITL UI API Action People Comms Docs Data Processes AI-powered automation Delivering enterprise automation with Specialized AI
  • 16. 16 • Companies are overwhelmed with processing documents manually leading to business inefficiencies. Organization Challenges
  • 17. 17 • Document Understanding (DU) – an AI-enhanced solution developed to help organizations read, understand, and process different information within documents automatically – with the help of robots. What is Document Understanding?
  • 18. 18 High Level Overview of DU Framework
  • 19. 19 DU Framework Automation operates according to the Framework here: Stages in DU Framework
  • 20. 20 UiPath Products in a DU Process
  • 23. 23 Automation Solution Architect & Wondermom priyadarshini0206@gmail.com www.linkedin.com/in/priyadarshinig/ Priya Estevez Speaker 2020, 2021, 2022, 2023, 2024