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Measure the
Impact of Your
Automation
Strategy
Shipra Shanu
Sr. Pre-Sales Engineer
2
AGENDA:
• UiPath Insights Overview
• Industry/Current Challenges
• Let`s solve the Problem Jointly
• Key Features
• Live Demo (Invoice Processed - Use case)
3
You're hyperautomation-ready with the
UiPath Platform
Measure
Insights
Business Analysts *
The Automation Lifecycle
Engage
Assistant
Action Center
Chatbots
Business Users *
Run
Attended Robots
Unattended Robots
Test Robots
Manage
Automation Cloud
Orchestrator
AI Fabric
Test Manager
IT Operations *
Build
StudioX
Studio
Studio Pro
Document
Understanding
RPA & Citizen Developers *
Discover
Automation Hub
Process Mining
Task Capture
Task Mining
Process Analysts *
Discover automation
opportunities powered
by AI and your people
Build automations
quickly, from the
simple to the advanced
Manage, deploy, and
optimize automation
at enterprise scale
Run automations through
robots that work with your
applications and data
Engage people and robots
as one team for seamless
process collaboration
Measure operations and
performance to align with
business outcomes
4
What is UiPath Insights?
❑ Powerful, embedded end-to-end analytics solution
❑ Measure, report and align RPA operations
❑ Enables health and performance tracking of
❑ robot accuracy
❑ Availability
❑ capacity
❑ Seamless visibility into business outcomes
❑ Custom-defined metrics
❑ Key performance indicators
❑ Shareable dashboards
❑ Embedded directly within Orchestrator
5
Limited visibility into RPA
operations
Undefined or inaccurate metrics to
define success
Inability to holistically
communicate the business impact
and value to stakeholders
Current challenges
6
Measure automation performance & impact with
UiPath Insights
7
Powerful, embedded analytics
Smart alerts
Machine learning
powered forecasting
Dynamic dashboards
Historical trends
Simple setup
Shareable reports
Deploy, launch and use Insights into the
existing Orchestrator interface
Instant notification of anomalies,
critical events and major milestones
Drag-and-drop library of out-of-the-box
dashboards
Schedule to instantly share
dashboards and reports
Utilize historical data to assist in
comparative analysis and forecasting
models
Forecast critical KPIs, including robot
utilization and process bottlenecks
Demo
9
Smart alerts
Get Smart Alerts delivered to Email
so you are notified about anomalies,
critical events, and major milestones
so you can respond quickly
Shareable reports
Schedule or instantly share dashboards
and reports with key stakeholders. Simple
to use interface lets your employees get
to insights they need with no complex
training required.
Integrated ML and
forecasting
Utilize machine learning to forecast
critical KPIs including robot utilization
and process bottle-necks
10
Please Keep in Mind
• Insights is available starting with the 2019.10 LTS update.
• Insights is only available as part of the Enterprise Trial.
• Currently, Insights is only available to customers with on-premises deployments.
• Insights is an on-premises product; customer data will remain on-premise.
• The Insights data is stored on a separate SQL database from the Orchestrator database.
• Insights works based on historical data. For live data, we recommend using the Monitoring
feature in Orchestrator.
11
Getting Started
New to RPA Analytics?
2020 RPA Analytics white paper:
• Measure and Optimize: How PRA Analytics Drive Better Business Outcomes
RPA Reporting and Analytics blog series:
• 101: Introduction to Logging
• 102: NoSQL and Logging for Business Metrics
• 103: Queues
• UiPath Insights: Analytics Beyond the Bot
Measuring RPA and KPIs
• Analytics for Your RPA Deployment: A KPI Playbook
New to UiPath Insights?
Product links
• UiPath Insights product webpage
• UiPath Insights product documentation
Product introduction webinars
• Product Spotlight: Maximize the Value of Your Automations with UiPath Insights
• Measure the Impact of Your Automation Strategy
Product demos
• 5-minute UiPath Insights Walkthrough
• UiPath Insights Features Playlist
Product training
• UiPath Insights Academy Course
• UiPath Insights Product FAQ

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UiPath Insights

  • 1. Measure the Impact of Your Automation Strategy Shipra Shanu Sr. Pre-Sales Engineer
  • 2. 2 AGENDA: • UiPath Insights Overview • Industry/Current Challenges • Let`s solve the Problem Jointly • Key Features • Live Demo (Invoice Processed - Use case)
  • 3. 3 You're hyperautomation-ready with the UiPath Platform Measure Insights Business Analysts * The Automation Lifecycle Engage Assistant Action Center Chatbots Business Users * Run Attended Robots Unattended Robots Test Robots Manage Automation Cloud Orchestrator AI Fabric Test Manager IT Operations * Build StudioX Studio Studio Pro Document Understanding RPA & Citizen Developers * Discover Automation Hub Process Mining Task Capture Task Mining Process Analysts * Discover automation opportunities powered by AI and your people Build automations quickly, from the simple to the advanced Manage, deploy, and optimize automation at enterprise scale Run automations through robots that work with your applications and data Engage people and robots as one team for seamless process collaboration Measure operations and performance to align with business outcomes
  • 4. 4 What is UiPath Insights? ❑ Powerful, embedded end-to-end analytics solution ❑ Measure, report and align RPA operations ❑ Enables health and performance tracking of ❑ robot accuracy ❑ Availability ❑ capacity ❑ Seamless visibility into business outcomes ❑ Custom-defined metrics ❑ Key performance indicators ❑ Shareable dashboards ❑ Embedded directly within Orchestrator
  • 5. 5 Limited visibility into RPA operations Undefined or inaccurate metrics to define success Inability to holistically communicate the business impact and value to stakeholders Current challenges
  • 6. 6 Measure automation performance & impact with UiPath Insights
  • 7. 7 Powerful, embedded analytics Smart alerts Machine learning powered forecasting Dynamic dashboards Historical trends Simple setup Shareable reports Deploy, launch and use Insights into the existing Orchestrator interface Instant notification of anomalies, critical events and major milestones Drag-and-drop library of out-of-the-box dashboards Schedule to instantly share dashboards and reports Utilize historical data to assist in comparative analysis and forecasting models Forecast critical KPIs, including robot utilization and process bottlenecks
  • 9. 9 Smart alerts Get Smart Alerts delivered to Email so you are notified about anomalies, critical events, and major milestones so you can respond quickly Shareable reports Schedule or instantly share dashboards and reports with key stakeholders. Simple to use interface lets your employees get to insights they need with no complex training required. Integrated ML and forecasting Utilize machine learning to forecast critical KPIs including robot utilization and process bottle-necks
  • 10. 10 Please Keep in Mind • Insights is available starting with the 2019.10 LTS update. • Insights is only available as part of the Enterprise Trial. • Currently, Insights is only available to customers with on-premises deployments. • Insights is an on-premises product; customer data will remain on-premise. • The Insights data is stored on a separate SQL database from the Orchestrator database. • Insights works based on historical data. For live data, we recommend using the Monitoring feature in Orchestrator.
  • 11. 11 Getting Started New to RPA Analytics? 2020 RPA Analytics white paper: • Measure and Optimize: How PRA Analytics Drive Better Business Outcomes RPA Reporting and Analytics blog series: • 101: Introduction to Logging • 102: NoSQL and Logging for Business Metrics • 103: Queues • UiPath Insights: Analytics Beyond the Bot Measuring RPA and KPIs • Analytics for Your RPA Deployment: A KPI Playbook New to UiPath Insights? Product links • UiPath Insights product webpage • UiPath Insights product documentation Product introduction webinars • Product Spotlight: Maximize the Value of Your Automations with UiPath Insights • Measure the Impact of Your Automation Strategy Product demos • 5-minute UiPath Insights Walkthrough • UiPath Insights Features Playlist Product training • UiPath Insights Academy Course • UiPath Insights Product FAQ