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A new, modern view on automation
benefits
Erik Gillet, Founder and CEO @Boundaryless Group

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Erik Gillet
▪ From the Netherlands
▪ 25 years in business improvement
▪ Global RPA lead EssilorLuxottica (RayBan)
▪ Founder and CEO of Boundaryless
Boundaryless
▪ Started in 2018 in the UK
▪ Today also in the US, France, Switzerland, Malaysia, Sri Lanka, and India
▪ Focus on Advanced Analytics and Intelligent Automation
▪ Team of experts, including 5 UiPath MVPs delivering projects
Introduction
www.boundaryless.com
Lahiru Fernando
▪ From Sri Lanka
▪ 10+ years of IT experience
▪ MVP in 2020, 2021 and 2021
▪ APAC Tech Lead at Boundaryless

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Presentation overview
5m Opening – (Cristina Vidu / Stefano Negro)
10m A new, modern view on automation benefits – Erik Gillet
10m Child Welfare: Saving Time. Saving Children – Lahiru Fernando
10m ?: Title – Mukesh Kala
10m Topic: Title - Sylvain Boutie
15m Break?
30m Refugees: Helping 5000 Ukrainian Refugees - Eduard Shlepetskyy
10m Healthcare?: [Title] Stefano Negro
10m Getting the Community involved
10m Questions / Discussion

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Automation for Good - Introduction
A new, modern view on Automation Benefits
Erik Gillet

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The Traditional View on Automation Benefits
Focus on Business Impact
Customer
Capacity
Cost
Compliance
Cost
Avoidance

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Additional Views on Automation Benefits
Impact on Organizations, People, Society and Environment
Employees Everyone Environment Enlighten Equity

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Equality versus Equity
More help for those who need it more

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A More Comprehensive View
Beneficial Outcomes Capacity
Enlighten
Equity
Compliance
Cost Avoidance
Cost
Environment
Everyone
Customer
Employees

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How you can contribute:
1. Talk to your employer about doing company “automation for good” projects
2. Find a cause to support individually
3. Support UiPath Community “Automation for Good” initiatives
If you have any ideas or need help, please let us know
Get involved
Listen to our stories. Maybe you can help create another story?

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Questions: erik@boundaryless.com

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Automation in Child Welfare:
Saving time and saving children
Lahiru Fernando, UiPath MVP,
Country Director, Sri Lanka @Boundaryless Group

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Child Welfare Projects
Foster Family Applications
Submitting applications for foster care licensing can be very time
consuming because of the overwhelming amount of documentation
required. We built an automated solution that takes over the manual
work, reducing the process from hours to minutes. As a positive side
effect the administrative backlog of applicants has been worked away,
so new foster care families are available to welcome children sooner.
Case Report Filings
When case workers spend time on administrative tasks, they are not
spending their time with children and families. We found a solution for
one of the most arduous tasks: filing case reports. Our solution:
allows case workers to save case notes locally. Then our virtual
assistant takes care of posting them to the appropriate state and local
systems. This helped ChildNet save 20,000 hours of administrative
effort. The case workers are delighted, as they have more time to
help to get families reunited or find children a new home.

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Solution Components
Foster Family Applications
Case Report Filings
Document Collector
• Read for new documents
Document Understanding
• Digitize, Classify, Split,
and Extract information
Post-Processing
• Upload information into
state system
Document Collector
• Read for new documents
Document Understanding
• Digitize, Classify, Split,
and Extract information
Post-Processing
• Upload information into
state system
• Fully Automated
• 2 Unattended
robots
• UiPath Document
OCR
• AI Center NLP
models
• Action Center
enabled
• 1 Unattended robot
• UiPath Document
OCR

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Questions: erik@boundaryless.com

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How automation helped
accommodate over 5000 refugees
from Ukraine
Eduard Shlepetskyy, UiPath MVP
Founder @ECTIVE Automation

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Disclaimer

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People behind KPU (HelpUkraine.SK)

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Ective people behind KPU
Jan Astalos
Head of Operations
Design & maintenance
of voice bot Xenia. IT
solutions coordination.
Operations support
Joined on 26th Feb (on
his birthday)
Nazarii Moriak
RPA Developer
Call center
management. People
training & coordination.
System maintenance
Joined on 26th of Feb.
Managed to leave UA 2
hours before border
closing, joined Ective
office in Bratislava
Vitalii Rudkevych
RPA Developer
Solution integrations.
App maintenance &
development. Problem
solving
Joined on 26th of Feb.
Managed to leave UA 2
hours before border
closing, joined Ective
office in Bratislava
Zuzana Holeczyova
HR manager
Coordination of call
center activities.
Operations support
Joined on 25th of Feb

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24 of February 2022
Russia started a war against Ukraine

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Situation on borders

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Problem 1
Accommodation

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Call center created in 3 working days
War started
Initial strategy
forming
Call center team
forming
Work on solution
24/7 call center
launch
Initiative started
Volunteers started to join
Facebook page created
Forms posted to collect help
offering from people
247 offers
750 sleeping places offered
2 Ective colleagues managed
to leave Ukraine less than 2
hours before the border
closed
Teams forming
Data processing
Communication
Mess ☺
Vitalii & Nazar arrived to
Slovakia
Proposal to take over
accountability for
accommodation
Jan Astalos
Zuzana Holeczyova
Nazarii Moriak
Vitalii Rudkevych
Joining the team
Consideration of existing
recourses / solutions etc.
Strategy forming
Full speed call center forming
Web launch
Form for UA/SK speakers
launched
36 people applied
Call center functioning 24/7
launched
50+ people onboarded
Thu 24th of Feb Fri 25th of Feb Sat 26th of Feb Sun 27th of Feb Mon 28th of Feb

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Call center stakeholders
Solution 1 – Accommodation flow
Refugee Accommodation Driver Call center

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Accommodation system
Refugee
Accommodation
owner
Driver
Call center
System
Offer help
Offer help
Request
help
Consolidate all
inputs. Clean
data. Prioritize
Start processing
prioritized item
Call refugee to
clarify situation
Find
driver and
arrange
transfer
Find and confirm
accommodation
Update all info
in the
system
Generate SMS & email
connecting everyone +
Create follow up action
Pick up
refugee
Refugee arrival
&
accommodation
Automatic creation of
additional help requests
based on tags
Check &
confirm status
Call center
System
Start
processing
prioritized item
Call refugee to
clarify
situation
Find and
confirm
accommodation

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Results
During 3 months of initiative
Over 5000people
were accommodated
Almost 2000of which
were children

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Human trafficking
Addressing the problem
Imagine…
• You are young girl from eastern part of Ukraine
• Your city is bombed and you decide to leave
• Travel takes 1-3 days instead of few hours because of
bombed infrastructure
• You reach the border & spend 12-20 hours to cross it
• You finally cross the border!
• And…
Problem
• Then you face human trafficking
Solution
1. The system was containing information about
• Driver / Accommodator / Refugee such as
• Full name, email address, phone number
• Time tracking of events (when met, when arrived)
• Track record of each
2. Raise awareness in media channels
3. Informing on boarders
4. Police checks arranged

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Problem 2
Data mess

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Data (not) actualization
Problem 2
Background
• Organizations & accommodation initiatives act
independently
• Accommodations submitted earlier get occupied
Problem
1. Accommodation data got outdated and not synchronized
2. It was taking long for call center to find accommodation
3. After refugees leave accommodation, data were not
updated
Additional / secondary problems
1. Many organizations collected information as a plaint text
2. Initial info collected didn’t contain data on:
1. Wheelchair access
2. Pet acceptance
3. Availability of landlords for calls

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Voice bot Xenia
Solution 2
Some facts about Xenia
• Voice bot was created to perform high amount of outcoming
calls
• Using conversational AI (not yes/no or press button approach)
• Named after our Ective colleague Kseniia P. from Kharkiv,
who spent several days in underground station in the first
days of invasion
Functionality of Xenia
1. Xenia was able to perform over 5 000 parallel calls within 10
minutes
2. Requesting information such as:
• Accommodation availability
• Current capacity
• When is the best time to arrive / reach to landlord
• Limited mobility access
• Pets acceptance (&quantity)
Results

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Efficiency of call center
Interesting facts
1. KPU was the only organization in Slovakia using
voice bot during that crisis
2. There was agreement with governmental
institutions to support government with “non-
standard cases” such as people with limited
mobility, other diseases or people with pets
• Funny fact: there was a lady with 30+ cats
and 4 dogs, which we successfully
accommodated
3. Several organizations in Slovakia were offering
their resources such as databases of
accommodations or refugees for us to process it
(mainly due to lack of capacity / organization to
process it)
4. There were multiple meetings to exchange
experience and align cooperation with:
• Ministry of Internal Affairs
Some refugees, were volunteering to work as a
call center agents to help others.
(Couple on the photo in the middle)

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Problem 3
LONG QUEUES IN HELP
CENTERS

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Material help center

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Long queue in help center + cheaters
Problem 3
Problem
• High demand = long queue
• Some people cheating 
Solution
1. Reservation system created to prevent queue
2. Possibility to register in advance for exact time using
web / QR
3. Identification of cheaters implemented
Outcome
• No queue
• Better refugee experience
• Cheating prevention

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President didn’t stay in a queue
• Over 400 people were receiving
material help daily
• Over 25 000 families received material
help in our center
• President of Slovakia recognized the
initiative and visited our center
(she didn’t need any material help)

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Summary

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Summary
Achievements of KPU
Over
5000people
accommodated
2000 of them - children
Over
25 000families
received material help
Over
€1.8 millioncollected in
donations
Services
Psychological help Financial support Job search

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“It is not only about amount or availability of resources,
It is about smart and efficient management of it…”
Get in touch
eduard@ective.eu
+421944723513
www.ective.eu
Thank you!

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Invoice generation: Anandvan Wellness
Mukesh Kala, UiPath MVP
RPA Developer @NatWest Group
Deepak Rai, UiPath MVP
Practice Head @Litmus7

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Problem Statement
During the Discharge of a Patient, The wellness center generates the Invoice that includes the details
such as nursing charges , doctor charges , hospital charges , Bed Charges and other billing
Information.
As of today , all this Information is maintained in the form of excel / Notepad , Team calculates the
Total and generates the Invoice manually as pdf and send the same in email as attachment.
This has to be done through out the day by multiple people.
At the end of the day, we have to reconcile all the bills that has been generated / send out.
Solutions available with Cost

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Solution Provided
An App which can be
used by multiple
employees to generate
invoices
Customizable Template
in doc format kept at the
Business location
NGO Enters the Data in
the App.
Generate the Receipt in
the Doc Format / Pdf
Provide Mailed and
Receipt directly send as
an Attachment
Option to Edit the Invoice
in the App
Option to Edit the Invoice
in the Doc Format once
generated
Customs Logs Generates
for every transaction for
auditing.

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Benefits
User Interface for
generating Invoices.
Multiple user can
generate invoices
Auto Calculation
Customizable Template Create / Edit Invoices. Generating pdf invoices.
Send Invoices as
attachment
Custom Logs of every
transaction
Saving effort :
30hrs/resources/week
(will increase based on
patient)

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Efforts Savings
Manual Efforts
1 invoice in 12 Minutes
Total Invoice Processed
~ 150 Invoices per Week
Automation
1 invoice in 1 Minute
Savings
30hrs/resources/week (will
increase based on patient
count.)

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NGO Feedback & Certificate of Appreciation

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Screen Shot – Main App Page
User Input All the Details
Option to Edit / Create New
Generate the Invoice as Pdf
Provide Mail Id and Send As Attachment
App Does the Calculations

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Invoices – Word and Pdf Formats

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Sample Email with Attachment as Pdf

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Automate assessment of patient data
Stefano Negro, UiPath MVP
RPA Tech Lead @BSP Consultant

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Medical Staff
Dott.ssa Maria Cristina Ronco - Direttore Sanitario
Dott.ssa Graziella Marzi - Medico Aiuto
Dott.ssa Elisa Duranti - Medico Assistente
Dott.ssa Fiorenza Piga - Medico Assistente
Dott.ssa Daniela Giglio - Medico di Guardia
Automation for Good - Healthcare

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A Nursing Home as an average of 40-45 patients.
For every patient it is required everyday to check for
basic care assistance like hygiene, feeding, dressing.
It’s important to keep all the staff informed on the
status of all patients everyday, in order to fulfill all the
necessary needs and provide help.
Problem Statement & Proposed Solution
Problem

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A fixed form has been created
and for every patient the
dedicated staff enter the date in
which has been needed an
assistance.
The Physician can scan the
form and keep a global record of
satisfied needs for every patient
Using a different Automation,
Data are entered in a Excel file
that retrieves periodical records.
Problem Statement & Proposed Solution
Solution

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The same Automation is used
for another form that retrieves
all analysis data for every
patient.
The form acts as a sort of
«Passport» that collects all
history of previous analysis
(complete blood count with
formula, liver and kidney
function tests, glycaemia).
In this way it’s more efficient to
analyse health status and
provide better care.
Problem Statement & Proposed Solution
Solution

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Solution Architecture
Bot #1
User retrieves all the
Documents
Scan the file and
create a JPG and
PDF file.
Documents are entered
in the Scanner
Get Data from every
file using OCR
Generate Report
Put all data in a
report
Bot #2

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Process Example
Input Output

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Medical Staff can easily keep track of
patients needs.
All Staff can just check an Excel file
in order to know what is the patient
status and his/her previous record in
assistance.
Manual work has been reduced from
2hr/day to 0.5hr/week for the
Physician.
Patients history record is fully
digitalized.
Sheets don’t have to be handed.
Benefits

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When we started talking about automation I had little to none knowledge of what
can be done, It was difficult for us as medical team to imagine the potential
processes to be automated.
So we decided to focus on what were the issues we were having at the moment and
how could we use them to create a better environment for the patients and the staff
With the help of developers we created two automations that take sheets that are
compiled by hand and bring all the data into a digital and more efficient way.
Daniela Giglio – Medical Doctor, Villa Patrizia Nursing Home
Benefits

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Simple automations for small/medium
facilities can have a huge impact on
staff and patients.
It’s important to spread the word about
Process Automation among those
who can benefit.
Reach out to us if you want to
contribute!
https://www.linkedin.com/in/stefanonegro/
s.negro@bspconsultant.it
Conclusion

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When automation meets CSR:
The first ecoogical bot created by a
Citizen Developer
Sylvain Boutie, UiPath MVP
Citizen Developer Program Lead & Founder @MyLittleBot

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• Refrigerated medical boxes are designed to keep
Roche drugs on a very low temperature (like the
Pfizer vaccine)
• Each has a high environmental footprint (made of
special raw materials)
• A refrigerated medical box can be reused up to 10
times
• Because hospitals do not have the time to send
them back, they are put in the trash
Problem Statement & Proposed Solution
Problem
Example of a refrigerated box from Roche

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Problem Statement & Proposed Solution
Solution
10,000 boxes have been shipped back to
the warehouse using this automation.
Financial savings have been estimated to
100k€/year.
This use case acted as a catalyst for the
citizen developer program.
Automation created by a citizen developer
in 2 days on UiPath StudioX
Massive impact on the environment
Process automated with UiPath StudioX
Bot reads submitted requests
Submits a „pick up my boxes“
request
UiPath Robot
Hospital
employee
Bot submits a shipment
request on DHL website
Bot updates the request and
inform the requestor

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Demo video

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Key take aways
• UiPath solutions can help companies achieve goals beyond automation
benefits
• Automation benefits (often) go beyond time savings
• With StudioX, Citizen Developers can easily build automations that
have a strong impact
• A citizen developer approach fosters employee's innovation
• If you want to identify process gaps or improve processes, you can
empower your collaborators with StudioX and they will create
innovative solutions

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Thank You!!
Do you have an Automation for Good story to tell?
Write to us at: community@uipath.com
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