UiPath

What is UiPath?

UiPath, is the leading enterprise Robotic Process Automation (RPA) platform. UiPath has been recognized as a Leader by Forrester Research: Robotic Process Automation, Q2 2018. Among the top 15 RPA vendors, UiPath achieved the highest score in the “Current Offering” category, the highest possible score in the “Market Presence” category and among the highest scores in the “Strategy” category. UiPath also received the highest possible score in the criteria of architecture, execution on enterprise RPA strategy, partnership ecosystem, product road map and differentiation, and enterprise customers.

Why choose UiPath for Robotic Process Automation?
  • Open Platform: Easy to try, easy to learn, easy to collaborate. UiPath is extensible, featuring hundreds of built-in, customizable, shareable activities, and deep integrations with ERP, BPM and AI technologies.
  • Scalability: Any variety and any number of processes covering all front-office and back-office requirements and opportunities, however complex they may be.
  • Security: Unmatched enterprise-grade security and auditing. Role-based access control with encryption everywhere, from network security to managing credentials. Simple audit trails to track every detail.
  • Rapid Results: Tested and proven to deliver +40% faster automation design and deployment. 8-10x faster Citrix automation. Worldwide implementation support and certified training enables you to become self-sufficient fast.
  • Path to AI: RPA is enhanced by AI extending the possibilities. Cognitive RPA (CRPA) trains your bots via machine learning to make better decisions on the tough cases with fewer exceptions raised.
The Tangentia and UiPath Partnership

Tangentia understands business very well and is on its way being one of UiPath's top partners. In additions to Tangentia's deep RPA talent pool, Tangentia has developed its own advanced RPA bots leveraging the UiPath platform. These bots significantly reduced the time needed to perform repetitive, mundane and tedious tasks within a company. When people are able to do higher value work, more gets done and job satisfaction increases.

How can Tangentia and UiPath help your business?

UiPath's plan to scale globally relies on partners like Tangentia to help service and support its expanding account base. As a partner Tangentia sells and services UiPath software to help organizations leverage Robotic Process Automation.

How can Tangentia and UiPath help you?

Tangentia offers the following services using UiPath:

  • Helping you with build Center of Excellence (COE)
  • Rent, lease or buy bots
  • Software resell and professional services
  • Bot maintenance, monitoring, support and enhancement straight from our Bot Operations Center
  • Training on how to leverage RPA for your industry
  • Staffing solution to augment your RPA project teams
What is Robotic Process Automation (RPA)

RPA enables companies to easily automate repetitive, redundant and mundane tasks in order to free up employees to perform higher value work. RPA is an rapidly growing form of business process automation (BPM) technology based on the notion of software robots or artificial intelligence (AI) workers. These workers can also be referred to as digital labour. These tools automate interactions with the GUI, and often do so by repeating a set of demonstration actions performed by a user.

How RPA Works?

RPA bots replicate the actions of humans interacting with a computers applications user interfaces, without making changes to existing interfaces, reducing the errors associated thereby increasing the efficiency to execute high volume work.

Software Robots are similar to physical robots
Physical Robots Software Robots
Perform repetitive physical tasks
Example:

  • Pick eight chocolates from the assembly line
  • Assemble a finished box of chocolates
Perform repetitive software tasks
Example:

  • Log in to four different systems
    Navigate legacy screens to retrieve data
  • Use data to open a new account in the system of record
Benefits of RPA
Accelerate time to value Reduce human error Increase throughput Decrease development costs
Create, test and deliver new automation in days or weeks Eliminate copy/paste mistakes introduced by swivel chair integration Fulfill automated tasks in seconds or minutes, round the clock Develop automation quickly with simple record/playback functions
Industries where RPA fits best
Insurance Banking HR / Payroll F&A
  • Claims Processing and Administration
  • Report Automation
  • Updating User Info
  • Prioritize and Assign Claims
  • Adjudication Process
  • Audit Management
  • Enrolment & Eligibility
  • Data Integration Billing
  • Medicare Billing & Compliance
  • Data Transfer claims
  • Processing Eligibility
  • Verification Mass Data
  • P&C Claims
  • Provider Updates
  • Insurance Coverage & Policies
  • Reconciliation
  • New Premium Processes
  • Verification / Auditing Process
  • Bank Reconciliation
  • Compliance Processing
  • Customer Account Management
  • New Application Processing – Bank / Credit Cards
  • Data Migration Between apps
  • Audit Trail
  • Statement and Reporting
  • Loan Processing
  • Payment Cancellation
  • Credit Decision
  • Maintaining Master Data
  • Offer Letter Processing
  • Onboarding and Exit
  • Appraisal-updating process / Change Payroll Status
  • Position Management
  • Reporting Line Change
  • Superannuation
  • Payment Summaries
  • Employment Type Updates
  • Service Desk Reports
  • Distribution
  • Leave Amendments
  • Order to Cash / AR
  • Credit Analysis and Processing
  • Sales Order Processing
  • Customer Master Data Management
  • Order Entry
  • Reports by segments (performance, geography, Inventory network Integration)
  • Procure to Pay /AP
  • 3 Way Match
  • Purchase Order issuance and Invoice Receipt
  • Vendor Master
  • Payment Process
  • Duplicate Payment Tracking
F & A Supply Chain Network & IT F & A
  • Financial Claim processing
  • Financial Planning & Analysis
  • Record to Report
  • Tax Services
  • Financial Claim processing
  • Financial Planning & Analysis
  • Tax Service
  • Order Prioritization
  • Master data
  • Invoice verification
  • Receipt confirmation
  • Scheduling processes
  • Reporting
  • Production Information capture
  • Inbound processing
  • Inventory management processes
  • Pricing management
  • Billing
  • Freight costing
  • Active Directory
  • File Systems
  • FTP Management
  • Automated Installations
  • Server / Application Monitoring and Alert Management
  • Service Desk Management
  • Notification & Escalation
  • VMware Integration
  • Data Movement
  • Provisioning
  • Config Management
  • Routine Maintenance
  • Record to Report
  • Monthly close process
  • Financial Consolidations
  • Financial Statements
  • General Ledger functions
  • Journal entry processing
  • Inter-company accounting and account reconciliations
  • Fixed assets and project
  • Cost and Inventory accounting
How do we select the best candidate for RPA?
High Volume Repetitive Tasks Manual Data Entry
Multiple Legacy Systems Logic & Rules Based Processes High FTE Required
Our Robotic Process Automation (RPA) Journey?

Tangentia RPA PoC Journey

Prepare & Engage Select, Analyze & Build Build & Test Demo, Document & Plan
Key Activities
  • Collaborate with stakeholders to identify and assist in identifying the candidates of RPA PoC.
  • Engage process owners via discovery workshop to confirm scope of PoC  (assuming prior engagement to this point)
  • Prepare base infrastructure to host the RPA application.
  • Install the RPA tool in single environment.
  • Set up system access and credentials
  • Select and confirm 1 process for PoC.
  • Conduct workshop for documenting current state process via existing documentation and job shadowing.
  • Meet with process owners or stakeholders to explain what will be done in the PoC
  • Confirm the objectives of the PoC and “success” criteria
  • Build PoC
  • Continue Building PoC
  • Test PoC with test data
  • Record a “before and after” to communicate the concept to larger audience.
  • Demo the PoC to stakeholders
  • Document key learnings, point of view on key questions and next steps
  • Document Requirements to move RPA bots into other environment
Deliverables
  • RPA tool installed in your environment
  • Document containing the list of RPA processes for PoC
  • Selected process/ Processes
  • Confirmed objectives and success criteria
  • Process definition document
  • Working proof of concept
  • Workshop demo of PoC
  • Walkthrough of how RPA solution has worked and interacted with other applications
  • Document of key learnings
Tangentia RPA PoC to Pilot Journey
  Planning & Setup 4 Weekly Sprints Test & UAT Go Live Post Go Live
Key Activities
  • Preparing the test environment
  • Preparing the production environment
  • Migrate the PoC to test environment and testing
  • Identifying 5 additional processes to be automated for Pilot phase and define priority of each.
  • Adopting Agile Methodology to deliver each process in weekly.
  • Gather Requirement of each process weekly.
  • Build Bots in Dev.
  • Migrating Bots from Dev to Test.
  • Document Test Cases
  • Define the Cut-off time and as-is processes defined for Pilot
  • Migrate the bots to production.
  • Monitor Bots for performance and effectiveness.
  • Troubleshooting and maintenance.
  • Training of Bot Administrator
  • Post Go Live Support such as maintenance and operations
  • Lessons Learned documentation
  • Discuss CoE and Enterprise Scale-up
Deliverables
  • Test environment ready
  • Production environment ready
  • Additional processes PDD
  • Test cases results of
  • Weekly Bots for each process.
  • Bots on Dev and Test environment.
  • Test Case document
  • User Acceptance and Signoff
  • Cut of dates defined
  • Bots on Production environment
  • Training Manual
  • Support of Bots
  • Lessons Learnt document
Tangentia RPA Pilot to CoE to Enterprise Scale-up
  CoE Planning and Setup CoE initial build CoE growth and Bot Enterprise Scale-up
Key Activities
  • Identify the processes to be automated
  • Assist in building Internal Automation Team
  • Assist in building your Center of Excellence (CoE)
  • Assist in training and hiring for your CoE such as Business Analyst, developer and administrators.
  • Setting up of further environments and conducting knowledge transfer of PoC and Pilot developments.
  • Embedding best practices to CoE
  • Incorporate process maturity model (PMM)
  • Assist in ROI and complexity calculator
  • Gather requirements for each bots
  • Build  and Test Bots using Agile methodology.
  • Migrate Bots developed in this journey from Devà Testà Prod
Deliverables
  • Identified Processes and their PDD
  • Identify the key Automation Stakeholders
  • Developed Bots for each process.
  • Center of Excellence (CoE) model
  • Defined designations and responsibilities
  • Bots test cases and reports
Who is Tangentia?

Tangentia: Global Boutique Technology Solutions
Proudly Canadian with Toronto HQ with offices in Wall Street, NY & Goa, India

Benefits of RPA
EXPERIENCE SUCCESS CREDIBILITY SOLUTIONS PARTNERS
15+ years executing projects across Canada, USA, India and other countries 1000+ customers & proven success stories 11 Fortune 500 customers, over 10 Billion USD in SaaS transactions IP based Products, SaaS Platforms and Managed Service Solutions Partnering is a core value and fundamental part of our corporate strategy
Our Global Practices

We have global practice running across the globe situated in Toronto, New York and Goa.

  • 25+ specialists
  • Vertical Focus
  • Bot Building
  • Roadmap definition
  • Off-site & On-Site Training
  • Best Practice Webinars
  • Competitions
  • Collaborations
  • Center of Excellence (COE)

Awards & Recognition

Most profitable 500 companies in Canada 6th time in a row.

The fastest-growing companies in America 2018.

Tangentia Ranked in the Branham300 Listing.