INSTRUCTOR: Hello, and welcome to this demo of UiPath process
mining.
This session will give you an overview of UiPath's process
mining capabilities and showcase how the integrated UiPath
Automation platform empowers organizations
to discover, automate, and monitor
complex business processes.
The demo focuses on the accounts payable process
of a Fortune 500 organization.
As is the case with organizations of all sizes,
they have designed their ideal process.
But reality is not what it seems.
Today, we're going to look at four distinct personas who
are all important stakeholders in the accounts
payable process.
We're going to start with Andrea, who is a process
analyst, and with her manager, Helen,
who is focused on optimizing the organization's key KPIs.
We will then look at how Nicolas,
the Center of Excellence lead, prioritizes the identified
automations based on their impact.
And we will end with how the organization's lead accountant,
Sarah, supports her day-to-day work with the UiPath platform
for automation.
So let's start with Andrea, the process analyst.
Andrea has already browsed through dozens
of UiPath's pre-built connectors and has
connected her organization's ERP system data with UiPath process
mining.
She can now continuously monitor how the accounts payable
process is executed.
As the year 2020 ends, Andrea needs to analyze all invoices
in the last three quarters.
By looking at what we call the happy path,
she can identify the most common variant.
After receiving an invoice, it is processed,
it goes for a final check, it gets approved,
and is then paid.
However, less than half of all cases follow this ideal path.
By adding more detail into the analysis,
she quickly realizes how many different process variants
exist.
Furthermore, her manager, Helen, has set two KPIs
as the top priority for her department--
perfect invoices and paid-on-time rate.
Currently, neither of those is within the desired range.
When all variants for 2020 are included,
perfect invoices is at 64% and paid-on-time rate is at 89%.
However, when Andrea looks only at the cases that
flow through the desired happy path,
both KPIs are very strong--
95%.
These differences have a potential impact
of millions of dollars for the organization.
To help Andrea further, process mining
visualizes how the different cases flow through the process.
This doesn't look ideal.
While some cases are completed in a couple of days,
there are others that take more than 176 days.
Zooming into the last case, we can
see all the individual tasks that were performed
by the different users.
This is how UiPath process mining
captures all the repetitive details for all cases
and identifies where automation could
optimize the entire process.
To do that, Andrea goes to the automation dashboard
where she can see all the automation
opportunities prioritized based on their impact.
The two activities that have the largest potential impact
are process invoice and final check of invoice.
Given that the latter is a step that
requires a human in the loop, Andrea
prioritizes the opportunity of automating invoice processing,
an activity that, today, is only 4% automated
and would allow the organization to directly
save more than $1 million by avoiding
a lot of manual activities.
This is an amount saved in three quarters alone.
Imagine the impact it could have when implemented
on an ongoing basis.
Following this discovery, Andrea can directly
submit this automation idea to Automation Hub.
She can add any details she thinks
are relevant for the organization's
Center of Excellence to provide a full perspective of how
the proposed automation can impact
the purchase-to-pay process.
Now let's transition to Nicolas, Automation Center of Excellence
lead.
Nicolas has a long list of proposed automations that
are sourced from different parts of the UiPath platform-- task
capture, employee crowdsourced ideas, task mining,
and of course, process mining.
He can now prioritize all the automations
that the organization has identified
based on their impact.
Out of those automations, one in particular
stands out-- the automation idea that Andrea
submitted after her analysis with process mining.
Close to $1 million of savings from automating 16,000-plus
cases is a very strong opportunity.
He checks all of the process mining data that was submitted
and immediately approves the proposed automation.
It's now headed to UiPath Studio for development.
Let's move to the future and see how the accounts payable
process is performing in 2021.
Andrea and her manager, Helen, are excited.
By simply leveraging the UiPath automation platform,
they were able to increase the automation rate of the process
invoice activity from 4% to 71%, which
has had a very positive effect on their KPIs.
Perfect invoices went from 64% to 91%,
and the paid-on-time rate is now close to 98% for all cases.
But process mining doesn't stop here.
New bottlenecks are discovered downstream.
Now the accounting department can efficiently
handle more invoices faster.
This leads to a continuous improvement
cycle, which is what we call the automation flywheel.
In this case, Andrea notices in the data
that some of the paid-on-time rate's underperformance
is caused by several invoices that are
paid only one or two days late.
If only Sarah, the head accountant,
could be alerted when an invoice is due,
the whole process would be a lot smoother.
Andrea has created a business rule and process
mining which automatically sends notifications
to UiPath Action Center once a payment is almost due.
Every time an invoice needs to get
paid in less than three days, Sarah
will receive a notification in her Action Center Inbox,
and she will be able to approve, postpone, or forward it.
However, sometimes she also wants to manually add actions.
In this example, Sarah notices that she has one late payment
and two that are still on time.
But because of a company off-site
planned for the next day, she wants
to make sure that these don't slip her team's attention.
With a single click of a button, she
sends all cases to UiPath Action Center,
where they can be handled.
She now has her full list of actions in her inbox,
and she can choose how to manage each invoice accordingly.
Andrea, Helen, Nicolas, and Sarah are all very happy.
The organization's accounts payable process
has vastly improved since they leveraged process mining
and the UiPath Automation platform
to optimize their outcomes and KPIs.
Plus, they have saved the organization
hundreds of thousands of dollars in doing so.
Thank you for watching this demo.
For more information, please visit
uipath.com/process-mining.
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