UiPath Generative AI for Medical Records Summarization

We are automating finance processes, and a specific example of how I use it day-to-day is through our automation efforts.

The finance processes we are automating include a use case called Forms and Materials Automation, which addressed a long-standing execution gap where there was inconsistent use of outdated or incorrect forms that were introduced for compliance risk and impacted the client experience. This release centralized and automated access to 169 forms, ensuring the advisors consistently used the most current approved materials, which helped reduce the manual effort, eliminate version risk, and improve the quality, consistency, and compliance of client communications.

Regarding my main use case, we are trying to use UiPath Platform for different capabilities including IXP, Maestro Orchestration, and Test Automation in the future.

The best features that UiPath Platform offers in my opinion are found in the use cases I have been heavily engaged with, which are pure RPA. However, I feel that UiPath is introducing many great features such as Maestro Orchestration and Cryptography, which will really help change the game, especially for my role as a consultant to be the bridge between IT and the business.

Cryptography and Maestro are features I have not used yet, but I have heard great things at the conference, and I am very excited to try them because Cryptography will definitely help streamline a lot of the intake and discovery effort to help design the solution and the use case faster and efficiently.

UiPath Platform has positively impacted my organization by shaping the enterprise and helping cut costs and risk associated with many different divisions across Vanguard, transforming the automation opportunities and reimagining manual processes with technologies to shape up and help the business deliver faster outcomes.

I do not recall any major gaps right now, but I do see that we have a long way to go in terms of enabling technologies that UiPath Platform is introducing, such as Test Cloud, coding agents, Maestro, and Cryptography in the company in the future.

I have been using UiPath Platform as a consultant for about one year.

I find UiPath Platform stable.

We have about 100 or more automations, so UiPath Platform is pretty scalable across the enterprise.

We do have federated teams and an IT enablement team, so we have good support, and we have good support with UiPath Platform as well.

We saved about $4.77 million in annual capacity value for one of the use cases called Trading Cost Basis, which strengthened the trading cost basis control environment by automating the detection and reporting of potential cost basis discrepancies, moving from manual transaction sampling to automated validation of in-scope transactions, enabling earlier issue identification, faster remediation, and reducing the operational risk.

I see a return on investment with UiPath Platform as a platform since requesting the software is an easy process for our enterprise.

UiPath Platform has positively impacted my organization by shaping the enterprise and helping cut costs and risk associated with many different divisions across Vanguard, transforming the automation opportunities and reimagining manual processes with technologies to shape up and help the business deliver faster outcomes.

I recommend UiPath Platform as it is the only good automation tool I have known and have used, so I recommend it to others. My overall review rating for UiPath Platform is 8.

My main use case for UiPath Platform is test automation. My use case with UiPath's Agentic Automation involves test case generation, and I have used it for healthcare clients.

The features of UiPath Platform that I appreciate the most are Autopilot and Test Automation self-healing capabilities. These features benefit my organization by making it very easy to create test cases using AutoTest, as we only need to provide plain English and it generates the test cases.

For improvement, I believe there are some native integrations with other automation tools that we would like UiPath to have, and if it has those, it will be beneficial for us. In the next release, I think there should be more integrations with other automation tools, especially open-source automation tools.

I have been using UiPath Platform for one year now.

Prior to adopting UiPath Platform, I was using open-source tools like Selenium and Playwright to address similar needs.

I would describe my experience with deploying UiPath Platform as easy, as the team was very helpful in assisting us with deploying their application on the client machine. What worked well was that there were many firewalls that had to be opened, which was not because of UiPath but because of the client, as they had some firewall issues.

Before selecting UiPath Platform, I considered other open-source tools and Tricentis. What stood out to me in my evaluation process was the ease of use, Agentic use case, and the cost.

I do use Agentic AI. I would assess Agentic AI's ability to extract data points as very good because I can use it to generate my test cases, and it helps me do it without any problems. Extracting data points with Agentic AI saves a lot of time, approximately a couple of hours. I do not have any metrics to share, but to create a normal test case, it will take around three to four hours, but with Agentic capabilities, it can be done in less than fifteen to twenty minutes.

I currently use UiPath's Agentic Automation capabilities. The Agentic capabilities I use include Autopilot. By leveraging Agentic Automation, I have achieved faster automation, self-healing capabilities, and better reporting. My overall experience using UiPath's Agentic Automation capabilities has been very positive so far.

My teams and I have used the vendor's UiPath Academy courses. The biggest benefits I have seen from the Academy are that there are dedicated courses for automation that we have gone through, and UiPath has created a separate course for our organization. Every teammate who has to onboard goes through that training material. I think the UiPath user community is valuable; it truly feels good, and the team members over there are really great. They help you out wherever and however it is needed.

The factors that led me to consider a change were that I needed an enterprise-level tool, and moreover, I needed something that can help me with every consolidated tool for the complete organization. My advice for other organizations considering UiPath Platform is to do so as an enterprise-level tool, as it can help you consolidate many applications into one. I would rate this platform a ten out of ten.

At Banca Transilvania, we have used UiPath Platform since its early days. In my position, I have not used it for an extensive period. Our main use case for UiPath Platform is extensive testing. We use it for testing in loan origination, for core banking, and for different types of applications, most of which are web-based. It fits very well into our testing processes and solves our problems for testing, but not for other things.

The best features that UiPath Platform offers are automated testing, manual testing, and self-healing. The self-healing feature helps our team with testing because our application development is incremental, and it solves our problem with rewriting automated testing. UiPath Platform has positively impacted our organization because this type of testing is done so well that our QA developers are very happy, and the customer is happy because there are fewer bugs, making developers feel very good about it. We have seen a reduction in bugs as a specific outcome. In the core banking migration where I was involved, we did not have any bugs on the launch of production.

I think that manual testing could be somehow moved to automated when you determine your manual test was satisfactory.

In my current field of IT, I have approximately 40 years of experience.

UiPath Platform is stable.

UiPath Platform's scalability is adequate.

The customer support for UiPath Platform is very good.

We are not using other solutions.

I see a return on investment, but I cannot provide more details.

My experience with pricing, setup cost, and licensing of UiPath Platform is that it is not cheap, but it is not very high either.

We have not evaluated other options before choosing UiPath Platform.

We do not use UiPath Academy courses. I think UiPath's user community is adequate, but we are not part of it. We are not using UiPath Communications Mining to automate actions or responses according to the type of content in the message. We are not using Agentic Automation. My advice for others looking into using UiPath Platform is to test it and use it. I would rate this review as a 9.