Introducción a RPA (Robotic Process Automation)
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Este documento describe la automatización de procesos robóticos (RPA). Explica que la RPA se espera que supere a otras tecnologías como la nube, IoT y blockchain en inversión, ya que ayuda a las empresas a lograr efectividad operativa. También describe cómo los robots emulan las acciones de los usuarios para extraer e intercambiar información de varias fuentes de datos, y cómo la inteligencia artificial complementa aún más las capacidades de los robots.
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Introducción a RPA (Robotic Process Automation)
- 1. Robotic Process Automation Gabriel Marin Brito Instructor www.dokumentor.com.ar
- 3. Robotic Process Automation In fact, RPA is even expected eclipse cloud, IoT and blockchain, receiving the most significant investment focus for enterprise buyers looking to achieve operational effectiveness. HFS Research 2018
- 4. ¿Qué es un Robot? ⇢ Sistema que emula las tareas de usuario y flujos de intercambio de información. ⇢ Tiene la capacidad de “extraer” y “comprender” información estructurada y desestructurada desde prácticamente cualquier origen de datos
- 5. ¿Por qué esta generando tanto interés? AIIM 2018
- 6. ¿Cuánto se sabe de RPA? “La mayoría de los encuestados no estaban familiarizados con el término RPA lo cual indica la necesidad de asesoramiento y educación acerca de estas tecnologías y su potencial para las organizaciones”.
- 7. ¿Como lo logra? “Emulando a un empleado administrativo”
- 8. ¿Cómo funciona un Robot de datos? Intercambio de información ⇢ SQL ⇢ Archivos texto ⇢ APIs ⇢ Documentos ⇢ Emulando acciones por pantalla de teclado y mouse Comprensión de datos ⇢ Estandarización y limpieza de datos ⇢ OCR ⇢ Análisis de datos desestructurados ⇢ Machine learning / AI
- 9. Robots & Inteligencia Artificial Robots ⇢ Ojos y manos de un usuario informático ⇢ Permite operar prácticamente cualquier sistema u origen de información Machine Learning ⇢ Capacidades de aprendizaje propias (ML) - Grabaciones de secuencias - Scrapping de datos ⇢ Inteligencia Artificial a través de servicios externos - Google Cloud Vision - Microsoft AI - IBM Watson - Rossum
- 10. Optimizando el uso de RPA RPA + BPM RPA + OCR Inteligente RPA + ECM
- 11. ¿Cuándo conviene utilizar RPA?
- 12. ¿Qué tareas automatizar? ⇢ Tareas repetitivas con baja cantidad de excepciones y bajo valor agregado ⇢ Tareas que requieren operar en múltiples sistemas ⇢ Tareas simples que requieren de una respuesta pronta
- 13. Mirando la imagen completa
- 14. Otras automatizaciones ERP ECM CRM Content Cloud Robot Permite obtener datos adicionales sin afectar el SLA de proceso Cumplimiento AML & KYC ⇢ Recolección de datos (desde Internet u otros sistemas) ⇢ Migraciones que no pueden lograrse por medio de mecanismos de integración convencionales.
- 17. Robots vs. Data Integration Jobs • Procesos atendidos o desatendidos • Integración por medio de conectores o pantallas • Velocidad limitada • Para manejar grades volumenes deberán desplegarse distintos robots • Procesos desatendidos • Integración por medio de conectores • Mayor velocidad de ejecución • Apto para manejo de grandes volumenes de datos
- 18. UiPath RPA
- 19. Posicionamiento
- 20. True Enterprise RPA UiPath Robots UiPath Orchestrator UiPath Studio Digitize your process Manage and secure EXECUTE MONITOR DEPLOY The UiPath Enterprise RPA Platform Big Scale Deploy and scale Your business processes and workflows Your digital workforce Your attended and unattended robots Executed with 100% accuracy
- 21. 21 True Enterprise RPA Open Platform Rapid Results Path to AI Scalability Security Share & Extend Easily share and extend automations 100s of Activities Built-in, customizable, shareable — Activities are the building blocks Deep Rest API Truly dynamic integration with your existing infrastructure Strategic Technologies Embedded best-of-breed technologies speed our innovation Extensibletodayandready fortomorrow
- 22. Modelos de licenciamiento Named User • Licencia dedicada a un usuario especifico Concurrent User • Licencia que permite a una determinada cantidad de usuarios acceder al software de forma simultanea Concurrent Runtime • Licencia que habilita una determinada cantidad de procesos a ser ejecutados por robots de forma simultanea independientemente del usuario o maquina
- 25. UiPath Community Incluye • Always Free • 2 Studios for designing automation • 3 Robots • Cloud-hosted orchestrator • Forum-only support • UiPath Academy access Terminos The Community Account allows individuals and SMB to use the UiPath Platform for their direct business purposes, and LB only to evaluate its suitability for their internal business requirements and for non-profit purposes (such as education, hackathons, individual or institutional research, trainings, private demonstrations of UiPath’s software). Customer means (i) an individual, (ii) a “Small-to-Medium Business” or “SMB” meaning an organization, that, together with its Affiliates, collectively have (a) less than 250 machines (physical or virtual) or users and (b) less than, or the equivalent of, USD 5 (five) million in annual revenues, or (iii) “Large Business” or “LB” meaning an organization that, together with its Affiliates, collectively exceed the limitations set herein for an SMB.
- 26. Bienvenidos a Academia RPA 1. Ir al sitio: cloud.uipath.com 2. Crear una cuenta 3. Ingresar y dirigirse a la sección “Resource Center” 4. Download UiPath Studio – Community Edition 5. Una vez descargado, doble click para instalar
- 27. “Pero a mi me gusta codear”
- 28. Actividades Custom Code Estandar • Invoke Code • Invoke Method • Invoke VBScript • Invoke PowerShell Python activities
- 30. Un cambio en la forma de trabajar RRHH & RPA
- 31. Explosión de nuevas tecnologías Mobile Cloud Reconocimiento de imágenes Robotic Process Automation (RPA) Workflows Big Data Redes sociales Geoposicionamiento Analitica Videoconferencia Machine learning
- 32. El nuevo empleado sabe que se puede
- 33. RPA para empoderar a nuestros colaboradores Los robots hacen el “qué”, liberando a las personas para enfocarse en el “porqué” Trabajar en una empresa prestigiosa no es lo suficiente motivador si en nuestro día a día sentimos que las tareas básicas nos tienen empantanados y nadie ve nuestro verdadero potencial.
- 34. Citizen Developers Un nuevo rol en las organizaciones A citizen developer is a user who creates new business applications for consumption by others using development and runtime environments sanctioned by corporate IT. In the past, end-user application development has typically been limited to single-user or workgroup solutions built with tools like Microsoft Excel and Access. However, today, end users can build departmental, enterprise and even public applications using shared services, fourth-generation language (4GL)-style development platforms and cloud computing services. Fuente: Gartner https://www.gartner.com/en/information-technology/glossary/citizen- developer
- 35. Citizen Developers Organizations typically find that RPA and low- code platforms can not only help extend the life of existing BPM and ECM investments, but can also more broadly distribute process automation capabilities throughout the organization. This drive toward empowering “citizen developers” – business analysts working in concert with IT, but not totally reliant upon them – is an important long-term trend AIIM 2019
- 37. Y…..yo puedo empezar a programar mis robots • Facilidad de uso • No requiere de conocimientos en programación • Diseño visual intuitiva • Variedad de recursos de capacitación y asistencia
- 38. Workshop ⇢ Grabación de secuencias
Notas del editor
- Demo: Show one of the demos here There are tons in the google drive files
- “UiPath Enterprise RPA Platform” This slide introduces UiPath’s Enterprise RPA Platform, providing context to subsequent slides that discuss product features & benefits. The audience should understand the UiPath RPA Platform has three integrated components. A. Studio: where process automation takes place; automations are uploaded into a secure repository for Orchestrator management; desktop component that digitizes workflows, tasks and processes; simple or complex to allow non-technical people to engineers automate what they do everyday B. Orchestrator: licenses, configures and deploys robots. Assigns automations and work queues, then schedules their activities. Cloud or data center component; Brains that take workflows from Studio and distribute to robots; provides security and auditing C. Robots: perform scheduled work in two ways: unattended robots work autonomously (no human intervention - think invoice processing); attended robots assist humans when triggered to do so (think call center employees). Robots run like shift workers (3 hours on one system, 2 hours on another system, etc.); robots can run many automations; integrates with other tools 100% Accuracy: Computer vision This slide should NOT dive into a discussion of those product features.
- Pillars in greater detail Open Platform: Ability within Studio to quick;y have access to preconfigured activities Activities: the building blocks of process automation Quickly intergrate with Excel doc, IBM Watson, etc. Can custom build activites too and upload them if you want Automations (the files that describe your workflows that robots execute) are open source that can be shared and extended if you want Speeds implementations of common functions Philosophy of being able to share and collab None of our competitors have a community focus Powerful API that allows integration with existing infrastructure Robots can be triggered through UiPath software and run through existing systems API built deep into product Some of our competitors just added API, we’ve had it for years Gives you a lot of power and control in our software We include Strategic technologies in our platform where it makes sense We’re not reinventing the wheel, but giving you blocks to work on Our workflow engine is based on Windows workflow foundation Provide and unstructured data store called Elastic Search Very intelligent OCR We include technology from ABBYY Hundreds of Activities – drag and drop native integrations – enable fast and sophisticated automation development Deep Rest API for truly dynamic integration with your existing infrastructure, such as ERP or BPM Easily share and extend automations, invoke code to leverage any ML model with Python, and apply any AI algorithm to make your process smarter Embedded strategic technologies enable faster innovation, such as Google and ABBYY for OCR, and Elasticsearch for unstructured data storage ------ Prepare to Manage and Scale your Digital Workforce” (Differences) The assertion we can scale and manage robots better than anyone in the industry isn’t idle talk - it’s based these specific features and capabilities. Flexible architecture allows robots to execute any automation with speed and unequalled accuracy. Robot flexibility: Every unattended robot participates in Orchestrator’s Intelligent Automation because it can be used to run any automated back office process. Remember - AA robots are hard-coded to run just one process. All attended robot can run every front office automation. So, a call center employee only needs one robot to take advantage of all automated processes. Remember: AA robots have a 1robot-1 process limitation; BP doesn’t have attended robots that run on the desktop. Robot Speed: Our flexible unattended robots work like lightening because Orchestrator intelligently assigns all available robots to work simultaneously on a work queue until all the work is done. Robot Accuracy: Our unrivaled Computer Vision feature delivers the industry’s highest accuracy because it auto-corrects for any screen changes. This means it always finds the screen element its looking for. Other robots won’t find the element. Instead, they’ll throw an exception and stop working. Both attended and unattended robots are supported by the enterprise platform. As noted earlier, BP does not offer attended robots, using third party TrustPortal software as a workaround. AA offers both types, but the robots are limited to running just one specific process automation. Multi-tenancy allows privacy & security for many users in a single Orchestrator instance. This is a significant differentiator. It means customers can have complete privacy & security for automation groups (e.g. CFO, HR, etc.) on just one Orchestrator. AA & Blue Prism do not have this feature. High-density robotics enables several robots to run on a single VM, on-premises or in the cloud. Another important differentiator. It means that, within the data center, multiple robots can be installed on a single virtual machine and run simultaneously, though not on identical automations. AA and Blue Prism do not have this feature - which throttles their customers with a one-robot to one-workstation restriction. Reusable component libraries accelerate automation development and maintenance. More differentiation. UiPath Studio comes with over 300+ pre-built, out-of-the-box process activities - many of which are native integrations with MS Office (e.g. Excel, Outlook) and cognitive services (e.g. Microsoft, Google, ABBYY, IBM). Plus, we provide a library where developers can store customer-specific automations or short snippets for reuse or sharing. These pre-built activities and libraries not only accelerate RPA deployments, they promote stable production because the snippets have proven quality. AA and Blue Prism cannot match these features. Intelligent scheduling of process automations optimizes the digital workforce and operational performance. Intelligent scheduling can be understood as “robots managing robots”. When automations are developed in UiPath Studio and then put into a queue they can be assigned priority levels and/or hard completion deadlines. Orchestrator uses those priorities and deadlines to assemble work queues and give each a relative precedence - which drives intelligent scheduling. By prioritizes by work queue scheduling and robot assignments to the work queue Orchestrator intelligently prevents a spike in work volumes from threatening services levels. Rest APIs enable collaborative integration with BPM (e.g. Oracle) or DMS (e.g. IBM) technologies. It’s important to recognize RPA is almost always part of a customer’s larger enterprise automation strategy, typically involving multiple ERP and BPM systems. UiPath REST API feature enables Orchestrator to synchronize with ERP, BPM or DMS systems. This means our customers can integrate those systems with the UiPath enterprise platform - and use UiPath robots as a highly efficient way to integrate with non-API legacy systems.
- Demo: Show one of the demos here There are tons in the google drive files