In this session we will provide you with the tools and information needed to go smoothly through our following 3 sessions. We will address the introduction into RPA and UiPath Studio technology. Agenda: - What is RPA - Overview of the Platform - Focus Task Capture/Orchestrator - Real world use Cases - Benefits of RPA - Studio Overview - Quick automation Demo (Calculator, Amazon) - Homework: access the exercise pack for the demo used and automate - Introduction to upcoming session 2,3,4 - give context - Installing Studio from - --Community Automation Cloud - Quick intro on how to the sign up for the community edition and install (Demo) - Wrap up and prep for session 2 (installing studio and have it ready)

1. Introduction to RPA:
Welcome to the world of automation
using UiPath Studio

2. 2
RPA is the technology that enables a software program to mimic human actions
while interacting with computer applications to accomplish required tasks. Some
human interactions that can be automated are:
What is RPA?
Mouse movements and
clicks
Keyboard inputs Reading computer screen

3. 3
Mimics human action
Quick to implement
and powerful to scale
Operates any
application
No mistakes and
without resting Structured reading
and actioning data
What is RPA?
RPA can also work
directly with API
You can even read or
write SQL
RPA

4. 4
What RPA is not?
Walking and Talking Robots or Humanoid
Warehouse Robots
Human Replacements

5. 5
What Robots Can Do ?

6. 6
The UiPath Suite has three core components, which are are:
UiPath Platform
Execute workflows and
instructions
Control, manage and
monitor the robots
Design automation
workflows visually, with
minimal use of code
Deploy Execute
Robot
Studio Orchestrator

7. A step beyond RPA – UiPath End-
to-End Automation Platform

8. 8
UiPath End-2-End Automation Platform
Discover Build Manage Run Engage Measure
Discover what to
automate with
process mining
powered by AI
Professional
developers, citizen
developers, and
employees create
automations
Securely deploy
and manage
automations from
anywhere, at scale
Robots work with
your applications
and your people
to carry out
automations
People and robots
work together to
automate complete
processes
Embedded
analytics give you
deep insights into
business metrics,
not just robot
metrics
Automation Hub​
Process Mining
Task Capture
Task Mining
StudioX​
Studio
Document
Understanding
Automation Hub
Orchestrator​
Cloud Platform
AI Center
Test Manager
Attended Robots​
Unattended Robots
AI Robots
Testing Robots
Action Center​
Apps
Assistant
Chatbots
Integration Services
Insights

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Engage - UiPath Apps

10. 11
Measure - UiPath Insights

11. Real world Use-Cases

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Some examples where RPA is deployed in businesses departments today are:
Use of RPA in Business
Education
• Enrolment Process
• Attendance Robot
• Scheduling Meetings
• Classroom and
Online Learning
• Answering Queries
• Library Robots -
Alerts
IT
• Server & app monitoring
• Routine maintenance &
monitoring
HR
• Payroll
• Onboarding & offboarding
Supply Chain
• Inventory management
• Invoice & contract
management
Client Services
• Address change
• Scheduling
appointments
Accounting
• Accounts/Reports
Reconciliation
• Account Creation
& Update
Operations
• Order Creation &
Update
• Work Order
Request

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A successful RPA project in one department
will naturally spread across the organization

14. 15
Use of RPA in Business
USE CASE
Necessary for the protection of participants,
Pharmaceutical organizations track, manage
and report Serious Adverse Events during
clinical trials. These require manual
processing, evaluation and reporting to
ensure adequate analysis of trial performance
Employees struggle to process vast volumes
of data in real-time, which results in a process
that is slow, suffers from persistent quality
management issues, and represents a
sustained vector for compliance risk.
TECHNICAL SOLUTION
A technical solution was applied combining
RPA, ActionCenter, and OCR
• ActionCenter - acts as orchestration layer to
gather individual case reports and to escalate
cases for human follow up
• Document Understanding - acts as
classification and extraction engine of
relevant information
• UiPath – acts as automation engine for data
entry and evaluation
Enter case into
database
Create Initial
Report
Extract SAE data from
case / report
AE Intake
Email Report Evaluate case
Review & Approve
Report
AE Processing AE Reporting
Paper-Based
Report
Serious Adverse Event (SAE) Intake and Reporting

15. 16
Use of RPA in Business
Change Application
USE CASE
A time-consuming manual process as part of
Drug Discovery and Development was
automated using UiPath.
The process involves creating a new Change
Application (CA) using data from Email and
SAP and forward it to assessor.
.
TECHNICAL SOLUTION
We applied a technical solution using
RPA to check key data received via
email, retrieve CMC data from SAP,
create a CA in CatWeb and send an e-
mail to assessor, if an assessment is
needed. Otherwise the Bot notifies the
Regulatory Affairs & Change
Management Department (RA CM).
Download CMC
Data from SAP
Send Email to
RA CM
Data Retrieve from
SAP
Extract key data
from Request
Change Application Request
Request via Email
Request via Portal
Store Documents
on shared drive
Notify RA Change Management
Create CA using
CMC Data
Send Email to
Assessor
CA creation and Assessment Request
No assessment
needed
Assessment
required

16. 18
The major advantages of RPA adoption by a business are:
Benefits of RPA
Reduced Cost of
Process Execution
Easier Scaling
Improved Regulatory
Compliance
Enhanced
Accuracy
Increased
Execution Speed

17. 19
Gartner puts together an annual review of RPA (and
pretty much everything in the world)
UiPath is a Leader in this Magic Quadrant. Its RPA product, the
UiPath Platform, offers rich governance features, a citizen-
developer-friendly UX, enhanced computer vision and cloud
RPA as a service.
Strengths
• Product Strategy
• Overall Viability
• Customer Ecosystem
The RPA software market remains a rapidly growing segment of
the enterprise software market. The RPA software segment’s
revenue grew by 31% to $2.4 billion in 2021, well above the
average worldwide software market growth rate of 16%
(see Market Share Analysis: Robotic Process Automation,
Worldwide, 2021)
Source: Gartner Magic Quadrant for Robotic Process Automation 2022
UiPath is #1 (four years in a row)
Get the full report here

18. 20
Analysts agree: UiPath leads in
product, vision, strategy and execution
Forrester
Gartner IDC Everest
All reports: 2021

19. Demonstration 1, UiPath Studio

21. Select from
Project, Snippets
and Activities tabs
• Projects provides
access to current
packages supports
logical file organization
• Activities allows you to
search or browse to all
the drag and drop
elements
• Snippets provides code
that you can plug into
your automation for
common programming
requirements

22. Select from
Properties, Test
Explorer, Object
Repository and
Outline
• I spend most of my
time in the properties
pane interacting with
the activities.
• The Test Explorer
panel is another great
place to get information
about your project.

23. Demonstration 2, UiPath
Developer Community Edition
Installation

24. 26
Thank You
Any questions?
Helpful Links
Exercise https://drive.google.com/file/d/15hm3vOnySMiJkvWfj-ONyEbGb5-Mu-t5/view?usp=sharing
UiPath Academy: UiPath Academy
UiPath Community: UiPath | UiPath
Community Forum: UiPath Community Forum
Forum link for this class: Studio Forum Thread