Technology Series: Intelligently automate core business apps with UiPath and OutSystems

Intelligently automate core business
apps with UiPath and OutSystems
Tech Integrations Series
2
1. Meetup Introduction with our Community Manager
2. High Level Overview of UiPath + OutSystems Integration
3. Hands-on with real-world example solutions
4. High Level Overview of OutSystems
5. Walkthrough:
1. Configuring pre-requisites in Orchestrator,
2. Setting up the connector in OutSystems
6. Live demo!
7. Q&A
Agenda
Rohit Radhakrishnan
Regional Community Manager
APJ
@UiPath
Meet today’s team:
Diana Gray
Community Marketing Manager
AMER
@UiPath
Cristina Vidu
Global Manager
Marketing Community
@UiPath
Preetpal Singh
Senior VP, Intelligent Automation
@Persistent Systems
Meet today’s speakers:
Mo Roy
Senior Partner Engineer
Product Technology Alliances
@UiPath
Walt Baaske
Senior Solution Architect
@OutSystems
5
UiPath + Outsystems
Automate core business processes with UiPath and OutSystems.
Automate end-to-end
processes across apps and
systems
Rapidly deliver intelligent and
scalable apps
Easily incorporate the power
of AI into your business
processes
Combine UiPath and OutSystems to
deliver cross-platform apps that can
span departments and systems with
maximum performance and flexibility.
Bring the power of AI to automate
document understanding, image
analysis, language analysis and
comprehension.
Reduce development by using native
integration that accelerate operational
efficiency, productivity, and ROI.
The OutSystems low-code platform simplifies cross-platform application development and delivery, enabling any organization
to build applications that scale. Supported integrations connect UiPath and OutSystems quickly and seamlessly.
Enrich your app testing with
enterprise grade RPA
Reduce errors and speed up quality
checks by automating manual
application testing.
6
Automate core business processes with UiPath and OutSystems.
UiPath + Outsystems
• UiPath and OutSystems announced a strategic alliance in
September 2022
How do we work together?
• UiPath Connector Builder allows users to quickly connect UiPath
Robots to OutSystems applications
• OutSystems Connector for UiPath lets users launch UiPath
Robots and manage robot operations from within Outsystems
apps.
Key Integrations
Organizations like Redington Gulf and Tysers already realize the benefits
of UiPath and OutSystems for extending legacy systems, orchestrating
inter-departmental automations, incorporating predictive models, and
implementing customer, vendor, and partner portals.
“By using OutSystems with UiPath robotic process
automation for TConnect, our new policy lifecycle
management system, we’ve been able to simplify and
automate workflows with governance, improving our
response times 60% while saving 400 hours per week.”
Angus Kennedy, Chief Technology Officer at Tysers
Use Cases & Resources
UiPath Robots
OutSystems
applications
UiPath
Orchestrator
Connector
API
endpoint
UiPath
Connector
Builder
Documents
and images
AI / ML
Connect robots
to applications
Trigger and manage
robot operations
Workday / SAP
/ Salesforce
Custom
browser app
API Automation
UI / Browser
automation
Process or update
local files
Incorporate ML
models
UiPath
Orchestrator
7
UiPath and OutSystems - Integration
Approach and Benefits
User Experience
Users receive real-time updates
and provide input via a single UI
Longer-running processes are
tracked via OutSystems with
UiPath robots executing
Existing capabilities are
incorporated and extended – no
disruption to user
Unattended
Execution
Pre-defined triggers map
workflows to OutSystems events
for common actions
Unattended robots perform back-
end/server actions, including ones
users do not have access to
perform
Details captured in interaction are
incorporated in UiPath workflows
Status updates and details are
synchronized between
OutSystems and UiPath
Attended
Execution
Using methods like Robot JS,
event triggers and mapping from
Unattended integration can be
seamlessly translated to Attended
Additional local tasks can be
invoked via interaction events
UiPath execution provides improved logging, governance, and flexibility to existing use cases, while expanding
automation reach via seamless integration with OutSystems
8
Integration Pattern – Real-time trigger from OutSystems
Real-time, live integration
Condition met or
control selected
Unattended robot
triggered instantly to
execute workflow
Automation results
summarized to user
in OutSystems App
Input parameters
passed in API call
Workflow results and
output parameters
passed back
Additional input provided to robot;
additional workflows executed
User interacts
with OutSystems
App (browser or
mobile)
Or – attended robot
triggered via robot.js
for Attended user
with OutSystems
Robot actions can also be asynchronous – completed in the background, without an immediate result returned. The OutSystems
App can query the result anytime in subsequent steps
Integration from Studio to OutSystems is possible by exposing an API service for an App and making HTTPS API requests, as well
as Connector Builder to seamlessly incorporate OutSystems APIs
Example robot actions:
• Use UI automation to interact with an
application without APIs (legacy,
custom)
• Fill out a legacy or PDF form on behalf
of the user
• Process documents including semi-
structured and hand-written
• Securely gather and enter information
on behalf of user where they do not
have access
9
Hyperautomation Toolbox
LCAP
/ BPM
DMS &
BRMS
RPA PaaS
Process Discovery
& Design
Use
Case
Prioritization
UX/CX
Analytics & AI/ML
Process
Mining
LCAP / BPM
IDP
RPA
DMS & BRMS
PaaS
AI/ML
10
Steps to Digital – Isolate Slow from Fast
CMS
EMRs
ERP
SaaS
SaaS
Innovate
Digital Experience Framework
Leverage
11
Reference Architecture
Experience
Users
Web
Customers
Mobile
Partners
Point of Service
Suppliers
Devices and Things
Customer Directory
Core Systems
Decision Support
Algorithms
3rd Party Systems
Active Relationships
Policies
Analytics & Insights
Identify & Access
Management
KPIs for Effectiveness &
Efficiency Planning Speed
Data / API Abstraction
Data &
Security
Integrate Automate Innovate
Process
Orchestration
12
Initiate
Onboarding
Enter Information
and Generate
and Send Offer
Letter
Conducts
Background,
Medical and
Reference Check
Create User
Credentials
Allocate Space,
System and
Buddy
Complete
Orientation Of
Employee
Business Process
Data
Onboarding
Complete
Admin Team
Bulk File
Upload
Digital
Signature
IT Team
Operation
Team
Digital
Signature
Bulk File
Upload
Bulk File
Upload
USPS Address
Validation
Google
Voice
Offer Rejected
Stop Onboarding Stop Onboarding
Verification
Failed
HR Team Finance Team
Verification Team
Recruitment
Manager
HR Team
Apply ML Algorithm for Risk Scoring
3rd Party
Verification
Legacy HR
Data
Leveraging RPA
Average Process Completion Time: 3 weeks
Average Process Completion Time Reduced to: 4 days
Automated using
HR Onboarding – Role Play Example
13
Highly Differentiated IA Solutions
Intelligent Document
Analysis
Pre-trained Persona
BOTS for HR, Finance,
Exec Assistant
Digital Factory, Test
Automation Framework
Revenue Cycle
Optimization for
Healthcare
ARIA Field Support
Digitizing and
understanding
documents of all types,
understand context and
summarize content
Domain specific BOTS
(e.g. HR, finance, tech
ops, personal attendant)
Digital factory driving
agile test automation
programs at scale across
the enterprise IT
Landscape
Improve revenue cycles
and cash flow by
automating workflows
Pre-trained bots to
support field technician
with answers —
Supported by FAQs,
Manuals and Videos.
14
Enhancing OutSystems landscape with RPA
Data Extraction Threshold Rules Notification Issued
Employee Database
OutSystems
Application
RPA Layer
Start
Dashboard
maintaining declared
contribution
Check extracted data
for violating business
rules
Issue Notifications End
Visit website
Fetch contribution
data from website
Demo
Employee Political Contribution Tracker
15
15
1954
Scifi filmmakers imagine
robots that can travel to
space
a Dudley Pictures Corporation production
16
16
a Dudley Pictures Corporation production
17
17
2022
Technologists imagine
software robots putting
information at their
fingertips
18
18
2022
Technologists imagine
software robots putting
information at their
fingertips
19
19
20
Walkthrough – UiPath and OutSystems Configuration
1) Orchestrator External Application access (authentication for OutSystems)
2) OutSystems Connector (add and configure connector and demo)
21
Let’s see it live…
21
22
22
Intelligent
Automation
User
Interface
a Dudley Pictures Corporation production
23
Resources and Helpful Links
OutSystems and UiPath Overview page:
https://www.uipath.com/solutions/technology/outsystems-automation
UiPath Connector Builder documentation:
https://docs.uipath.com/integrations/docs/connector-builder-about
UiPath Postman Connector Guide:
https://postman.uipath.rocks/
24
Vibrant ecosystem of more than 1,7 million professionals and citizen developers
learning, getting support, and succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’ growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications
25
Date/Time Topic Status
Oct 13th,
16PM GMT
Intelligently automate core business apps with
UiPath and OutSystems
Happening now
Oct 27th,
16PM GMT
Innovate with the data you have with UiPath and
Snowflake
Register now
Nov 3rd,
16PM GMT
Establish a 360-view of your data with UiPath
and Tableau
Register now
Nov 17th,
16PM GMT
Operationalize AI and ML with the combined
power of UiPath and Amazon SageMaker
Register now
Dec 1st,
16PM GMT
Extend the HR and Finance experience with
UiPath and Workday
Register now
26
Last date to apply – Dec 10th
for your participation!
Join us: community.uipath.com
Thank You
1 sur 27

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Technology Series: Intelligently automate core business apps with UiPath and OutSystems

  • 1. Intelligently automate core business apps with UiPath and OutSystems Tech Integrations Series
  • 2. 2 1. Meetup Introduction with our Community Manager 2. High Level Overview of UiPath + OutSystems Integration 3. Hands-on with real-world example solutions 4. High Level Overview of OutSystems 5. Walkthrough: 1. Configuring pre-requisites in Orchestrator, 2. Setting up the connector in OutSystems 6. Live demo! 7. Q&A Agenda
  • 3. Rohit Radhakrishnan Regional Community Manager APJ @UiPath Meet today’s team: Diana Gray Community Marketing Manager AMER @UiPath Cristina Vidu Global Manager Marketing Community @UiPath
  • 4. Preetpal Singh Senior VP, Intelligent Automation @Persistent Systems Meet today’s speakers: Mo Roy Senior Partner Engineer Product Technology Alliances @UiPath Walt Baaske Senior Solution Architect @OutSystems
  • 5. 5 UiPath + Outsystems Automate core business processes with UiPath and OutSystems. Automate end-to-end processes across apps and systems Rapidly deliver intelligent and scalable apps Easily incorporate the power of AI into your business processes Combine UiPath and OutSystems to deliver cross-platform apps that can span departments and systems with maximum performance and flexibility. Bring the power of AI to automate document understanding, image analysis, language analysis and comprehension. Reduce development by using native integration that accelerate operational efficiency, productivity, and ROI. The OutSystems low-code platform simplifies cross-platform application development and delivery, enabling any organization to build applications that scale. Supported integrations connect UiPath and OutSystems quickly and seamlessly. Enrich your app testing with enterprise grade RPA Reduce errors and speed up quality checks by automating manual application testing.
  • 6. 6 Automate core business processes with UiPath and OutSystems. UiPath + Outsystems • UiPath and OutSystems announced a strategic alliance in September 2022 How do we work together? • UiPath Connector Builder allows users to quickly connect UiPath Robots to OutSystems applications • OutSystems Connector for UiPath lets users launch UiPath Robots and manage robot operations from within Outsystems apps. Key Integrations Organizations like Redington Gulf and Tysers already realize the benefits of UiPath and OutSystems for extending legacy systems, orchestrating inter-departmental automations, incorporating predictive models, and implementing customer, vendor, and partner portals. “By using OutSystems with UiPath robotic process automation for TConnect, our new policy lifecycle management system, we’ve been able to simplify and automate workflows with governance, improving our response times 60% while saving 400 hours per week.” Angus Kennedy, Chief Technology Officer at Tysers Use Cases & Resources UiPath Robots OutSystems applications UiPath Orchestrator Connector API endpoint UiPath Connector Builder Documents and images AI / ML Connect robots to applications Trigger and manage robot operations Workday / SAP / Salesforce Custom browser app API Automation UI / Browser automation Process or update local files Incorporate ML models UiPath Orchestrator
  • 7. 7 UiPath and OutSystems - Integration Approach and Benefits User Experience Users receive real-time updates and provide input via a single UI Longer-running processes are tracked via OutSystems with UiPath robots executing Existing capabilities are incorporated and extended – no disruption to user Unattended Execution Pre-defined triggers map workflows to OutSystems events for common actions Unattended robots perform back- end/server actions, including ones users do not have access to perform Details captured in interaction are incorporated in UiPath workflows Status updates and details are synchronized between OutSystems and UiPath Attended Execution Using methods like Robot JS, event triggers and mapping from Unattended integration can be seamlessly translated to Attended Additional local tasks can be invoked via interaction events UiPath execution provides improved logging, governance, and flexibility to existing use cases, while expanding automation reach via seamless integration with OutSystems
  • 8. 8 Integration Pattern – Real-time trigger from OutSystems Real-time, live integration Condition met or control selected Unattended robot triggered instantly to execute workflow Automation results summarized to user in OutSystems App Input parameters passed in API call Workflow results and output parameters passed back Additional input provided to robot; additional workflows executed User interacts with OutSystems App (browser or mobile) Or – attended robot triggered via robot.js for Attended user with OutSystems Robot actions can also be asynchronous – completed in the background, without an immediate result returned. The OutSystems App can query the result anytime in subsequent steps Integration from Studio to OutSystems is possible by exposing an API service for an App and making HTTPS API requests, as well as Connector Builder to seamlessly incorporate OutSystems APIs Example robot actions: • Use UI automation to interact with an application without APIs (legacy, custom) • Fill out a legacy or PDF form on behalf of the user • Process documents including semi- structured and hand-written • Securely gather and enter information on behalf of user where they do not have access
  • 9. 9 Hyperautomation Toolbox LCAP / BPM DMS & BRMS RPA PaaS Process Discovery & Design Use Case Prioritization UX/CX Analytics & AI/ML Process Mining LCAP / BPM IDP RPA DMS & BRMS PaaS AI/ML
  • 10. 10 Steps to Digital – Isolate Slow from Fast CMS EMRs ERP SaaS SaaS Innovate Digital Experience Framework Leverage
  • 11. 11 Reference Architecture Experience Users Web Customers Mobile Partners Point of Service Suppliers Devices and Things Customer Directory Core Systems Decision Support Algorithms 3rd Party Systems Active Relationships Policies Analytics & Insights Identify & Access Management KPIs for Effectiveness & Efficiency Planning Speed Data / API Abstraction Data & Security Integrate Automate Innovate Process Orchestration
  • 12. 12 Initiate Onboarding Enter Information and Generate and Send Offer Letter Conducts Background, Medical and Reference Check Create User Credentials Allocate Space, System and Buddy Complete Orientation Of Employee Business Process Data Onboarding Complete Admin Team Bulk File Upload Digital Signature IT Team Operation Team Digital Signature Bulk File Upload Bulk File Upload USPS Address Validation Google Voice Offer Rejected Stop Onboarding Stop Onboarding Verification Failed HR Team Finance Team Verification Team Recruitment Manager HR Team Apply ML Algorithm for Risk Scoring 3rd Party Verification Legacy HR Data Leveraging RPA Average Process Completion Time: 3 weeks Average Process Completion Time Reduced to: 4 days Automated using HR Onboarding – Role Play Example
  • 13. 13 Highly Differentiated IA Solutions Intelligent Document Analysis Pre-trained Persona BOTS for HR, Finance, Exec Assistant Digital Factory, Test Automation Framework Revenue Cycle Optimization for Healthcare ARIA Field Support Digitizing and understanding documents of all types, understand context and summarize content Domain specific BOTS (e.g. HR, finance, tech ops, personal attendant) Digital factory driving agile test automation programs at scale across the enterprise IT Landscape Improve revenue cycles and cash flow by automating workflows Pre-trained bots to support field technician with answers — Supported by FAQs, Manuals and Videos.
  • 14. 14 Enhancing OutSystems landscape with RPA Data Extraction Threshold Rules Notification Issued Employee Database OutSystems Application RPA Layer Start Dashboard maintaining declared contribution Check extracted data for violating business rules Issue Notifications End Visit website Fetch contribution data from website Demo Employee Political Contribution Tracker
  • 15. 15 15 1954 Scifi filmmakers imagine robots that can travel to space a Dudley Pictures Corporation production
  • 16. 16 16 a Dudley Pictures Corporation production
  • 17. 17 17 2022 Technologists imagine software robots putting information at their fingertips
  • 18. 18 18 2022 Technologists imagine software robots putting information at their fingertips
  • 19. 19 19
  • 20. 20 Walkthrough – UiPath and OutSystems Configuration 1) Orchestrator External Application access (authentication for OutSystems) 2) OutSystems Connector (add and configure connector and demo)
  • 21. 21 Let’s see it live… 21
  • 23. 23 Resources and Helpful Links OutSystems and UiPath Overview page: https://www.uipath.com/solutions/technology/outsystems-automation UiPath Connector Builder documentation: https://docs.uipath.com/integrations/docs/connector-builder-about UiPath Postman Connector Guide: https://postman.uipath.rocks/
  • 24. 24 Vibrant ecosystem of more than 1,7 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified • Then upgrade to the Enterprise version of the product Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of the Forum Leaders, based on the contribution to others’ growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications
  • 25. 25 Date/Time Topic Status Oct 13th, 16PM GMT Intelligently automate core business apps with UiPath and OutSystems Happening now Oct 27th, 16PM GMT Innovate with the data you have with UiPath and Snowflake Register now Nov 3rd, 16PM GMT Establish a 360-view of your data with UiPath and Tableau Register now Nov 17th, 16PM GMT Operationalize AI and ML with the combined power of UiPath and Amazon SageMaker Register now Dec 1st, 16PM GMT Extend the HR and Finance experience with UiPath and Workday Register now
  • 26. 26 Last date to apply – Dec 10th
  • 27. for your participation! Join us: community.uipath.com Thank You