RPA for Non-ProfitsNovember 6th, 2019

Shashank Pancharpula

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Are You Keeping Up With DigitalTransformation?

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Non-profits face pressures from many sources

Resource constraints

Growth

Donor expectations

Cost pressure

Technology and process optimization

Competition

Measuring impact

Compliance and regulation

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Yet Your Core Priorities Stay the Same

Increase efficiency& lower costs

Increase social impact

Increase employeeengagement and

retention

Increase donor satisfaction

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A closer look at the numbersA study by the Non-profit Technology Network (NTEN)

Small Medium Large Very Large

Average IT budget $7,595 $45,184 $101,064 $235,445

IT Budget (% of operating budget) 13.2% 4.8% 2.8% 1.5%

Average IT Staff 3.1 5 3.7 10.2

Normalized Technology Effectiveness Score (1 – 5)

2.8 3.1 3.2 3.1

Small: < $1 million Medium: $1 - $5 million Large: $5 - $10 million Very Large: > $10 million

**In respect to annualized budgets

Full study available at https://www.nten.org/wp-content/uploads/2017/05/Staffing_Report2016_v12.pdf

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So What?Why RPA may be the missing piece of the puzzle

Cost effective

Easy to use

Impactful results

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How Will Automation Impact Your organization?

of organizations say that automation kickstarts digital transformation*93%

*The Economist “Advance of Automation” Survey available at automationfirst.economist.com

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91% of surveyed organizations are using automation technologies

73% are 'very' or 'entirely' satisfied with the returns from automation to

date

For 84% of companies, automation is a C-level

executive's responsibility

Automation Now a C-Level Priority

The Economist “Advance of Automation” Survey available at automationfirst.economist.com

Busting the myths about RPA4 common myths about RPA

RPA IS MAINLY DRIVEN BY COSTS SAVINGS

The truth is that … costs savings are only one of the key drivers amongst others such as strategical payoffs or operational benefits.

RPA WILL DEPLOY PERFECT ROBOTS, WITH 0% ERROR RATES

The truth is that … while robots can replicate the activities their activities with 100% accuracy, changes in their “external” environment - may trigger errors.

ROBOTS CAN THINK JUST LIKE HUMANS DO

The truth is that … robots only mimic human behavior, combined with machine based cognitive intelligence but can also replicate human reasoning

ROBOTS WILL TAKE PEOPLE’S JOBS

The truth is that … all recent studies performed on companies adopting RPA, show that the vast majority of these companies are focused on increasing the effectiveness and the efficiency of their human workforce instead of eliminating it

THE VIRTUAL AND HUMANWORKFORCE WILL CONTINUE TO CO-EXIST.

THE ROBOTIC WORKFORCE WILL BECOME AN EXTENSIONOF THE HUMAN WORKFORCE.

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What is RPA

Lead your customers into the Automation First era with UiPath

Increase efficiency& lower costs

Increase social impact

Increase donor satisfaction

Increase employeeengagement and

retention

Emulates repetitive tasks performed by humans though a User Interface

Automates activities across multiple functions and BUs

Integrates data from multiple systems

Acts as hands, feet and eyes…software that never takes coffee breaks

RPA Benefits

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Connect to system APIs

Move files and folders

Open emails and attachments

Make calculations

Log in to any application

Extract content from documents, PDFs, emails and forms

Read and write to databases

Scrape data from the web

What Can Software Robots Do?Here are some of the tasks that can be easily handed over to Robots

Look at That Robot Go!

How can RPA help me?

BETTER CUSTOMER EXPERIENCE. Increasing service quality up to a 100% accuracy rate due to high repeatability and zero fatigue. Decreasing delivery time – a reduction of up to 90% in cycle times.

ENHANCED ABILITY TO MANAGE. RPA brings improved governance & compliance (requirements are embedded in automation rules), through improved processes & data security, and enhanced disaster recovery (remote server control over the robots).

COST REDUCTION. An RPA robot costs a fraction of an FTE and can work 24/7/365, which translates into a cost reduction of 35-65% for onshore process operations and 10-30% in offshore delivery.

NON-INVASIVE TECHNOLOGY. RPA doesn’t require any major IT architecture changes or deep integration with the underlying systems(unlike BPMS). RPA offers a reliable, but fast and cost efficient way for a “light weight” integration into processes and IT assets.

SCALABILITY AND FLEXIBILITY. Once a robot is trained, additional robots can be deployed quickly for either no extra or minimal cost. Scaling the robots up or down due to volume fluctuation takes place in a matter of minutes.

INCREASED COMPLIANCE. Through rule based automation, which can enforce compliance requirements & keep audit trails 100% of the time.

ELIMINATE REPEAT WORK. Reducing headcount: The new army of virtual FTEs takes over the repetitive, non-value-adding tasks performed by humans, while humans act as virtual workforce managers - monitoring robots and handling exceptions.

ENHANCED PROCESSES. Enhances process quality, compliance, security and continuity. RPA expedites processes, leading to an increase in throughput and a boost in overall productivity.

INSIGHTS AND ANALYTICS. All activities performed by robots can be logged and interpreted through customized reporting tools, for the most part providing visual dashboards that can be adapted for each operational requirement.

RAPID ROI. Can see quick returns due the rapid speed of automation.

IMPROVED SERVICE DELIVERY. RPA boosts the quality of services delivered by minimizing manual intervention, errors & work duplication while rapidly decreasing processing times = increasing capacity.

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Anything That Can Be Automated by RPA, Will Be

Supply Chain IT HRNonprofit Processes

Outreach campaigns

Pledge campaigns

Volunteer management

Recurring donation processing

Government and regulatory compliance

Payroll

Onboarding & offboarding

Benefits administration

Server & app monitoring

Routine maintenance& monitoring

Inventory management

Demand & supply

Planning

Invoice & contract

Management

Finance

Process-to-pay

Order-to-cash

Record-to-report

Customer onboarding & invoicing

Cash application

Logistics Management

Invoice Processing

Payments Processing

About UiPath

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Our Journey

Built on a Decade of Breakthroughs

GLOBAL EXPANSION

First automation libraries for developers worldwide

Desktop Automation product for Enterprise RPA

Enterprise RPA Partnerships with global BPO & Consulting Firms

Global offices / 100 employees / 100+ enterprise customers

Entered Japan. Launched Academy. Series A.700 customers/ 550 employees / 100k Community

GROWTH

EARLY GROWTH

FIRST ROBOTIC AUTOMATION

COMPUTER VISION

AUTOMATION FIRSTDelivering the Leading RPA Platform for an Automation First Mindset by combining RPA & AI

2005

2013

2015

2016

2017

2019

CATEGORY LEADER

#1 RPA vendor recognized by top industry analysts, 2700+ Customers, largest user base in Japan and worldwide

2018

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UiPath achieves the highest and furthest overall position for its ability to execute and completeness of vision

A Leader in the 2019Gartner Magic Quadrantfor Robotic ProcessAutomation Software

UiPath believes this signals a tipping pointfor automation market growth and adoption

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from UiPath. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

17Source: ForresterWave™:RoboticProcessAutomation,Q42019

A Forrester Wave Leader

“References report that UiPath will go the extra mile to meet a client's need and cite the transparent and innovation culture as a plus.

They also applaud the low cost of getting started, the well-organized partner channel, overall product stability, and strong security.”

Highest Scores in Current Offering, and Highest Possible Scores in Strategy and Market Presence

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Featured in Forbes• #3 on the Forbes 2019 Cloud 100 list• Cover article for September 2019

The UiPath Enterprise RPA Platform

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EXECUTE

MONITOR

DEPLOY BIG SCALE

UiPath RobotsUiPath OrchestratorUiPath Studio

Manage & Secure

Control, monitor, and analyze the performance of your virtual workforce

Run

Your attended and unattended robots

Digitize Your Process

Easily create automations in a visual editor across various

software applications

UiPath PlatformSecurely control, manage, and monitor your global digital workforce. Deploy it how you want.

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UiPath StudioPowerful, user-friendly IDE, to visually design your automation

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UiPath RobotsRun your automations from a desktop, data center, or the cloud

Attended Robot Unattended Robot

Attended, In Tandem

Human on computer with Robot process in background

Examples:HR Robot works with onboarding team to provision a new employee

No Robots Hybrid

Attended process uses human’s computer to kick off unattended background process

Examples:Service Rep turns on Robot to delete customer data from multiple databases as part of a GDPR "right to forget" request

Examples:Brainstorm with your team

Fully Unattended

100% automation

Examples:Robot processesinvoicesRobot loads data into a system like SAP

100% human

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On-Premises Private

CloudPublic Cloud

UiPath Cloud

UiPath OrchestratorSecurely control, manage, and monitor your global digital workforce. Deploy it how you want.

Where Do You Start?

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Process AnalysisKnowing what to automate

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Process AnalysisKnowing what to automate

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Implementation StrategyKnowing what to automate

Factors driving automation complexity

• Agent/user doesn’t use his/her experience to take any judgement or make decisions while processing a case but on the businessrules and pre defined logic

Rule Based

• Manual & Repetitive - A process which is performed by user and most of the process steps are same for all cases or transactions.• Semi Manual & Repetitive - A process which is performed by user and also involves any automation mechanism like Macro,

Outlook plug-ins, etc. • Automated - A process is already automated. Specify using what in comments• Manual But Not Repetitive - A process which is performed by user and process steps for each case will not be same.

Process Type

• Input are Standard - Inputs are standard if the content is positioned in the same place even if the input types are different. Eg: Position of details in an invoice like Invoice number, date, amount, Name etc in an input type(PDF, Word etc) are always fixed.

• Input are NOT standard - Input are considered as not standard when the position of content varies in the input type(s).

Standard Input

• The process or applications used to process a case going to change within 3 - 6 months. E.g. Major upgrading in ERP systems, Process re-engineering etc

Process or applications used (Expected a change in next 6 months)

• %age of the total volume received cannot be processed which cannot be processed without an external factor(query/approval, ).i.e. those steps for which there is no next action is defined. In simple terms, % of transaction for which process is not defined or new clear rules exists

Exceptions %

Checkpoint

Checkpoint

Checkpoint

GO LIVE Checkpoint

• Select processes based on pipeline management process

• Set up infrastructure

• Design server architecture

• Install & configure product

• Develop solution & test environments

• Create test cases and test data

• Document and re-engineer processes

• Fill in the Process Design Document (PDD) for each process to automate

• Develop high level timeline

• Create test cases

• Conduct infrastructure and security review

• Design COE

• Create the Design Solution Document (DSD)

• Develop automation for in-scope processes

• Conduct technical testing

• Develop reusable component library

• Implement COE model

• Develop test plan

• Conduct User Acceptance Testing (UAT)

• Fix issues identified during UAT

• Report test results

• Signoff on production

• Make Go/ No Go decision

• Go Live

• Monitor robots in production

• Track and report on metrics and SLAs

• Develop case studies

• Document lessons learned

• Conduct regular reviews and assessments

• Make changes to workflow and /or code based on Improvement opportunities

• Track benefit realization

Implementation: RPA Project Life Cycle

Prepare RPA Solution Design Build RPA Solution

Test RPA Solution

Stabilize RPA Hypercare RPA

UiPath BridgeAn employee driven CSR program

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What is UiPath Bridge?

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VolunteerGive back to the world by

volunteering your time and knowledge

LearnGet real world experience with RPA.

Partake in all aspects of the development lifecycle

EmpowerEmpower nonprofits to make a

bigger impact in their cause

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How It Works

Non-profitsConnect

Enterprise Hub

Volunteers

Submit potential processes to automate

Assist in developing selected processes

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Nonprofits apply to program1 Nonprofits

submits processes2 UiPath

evaluates & selects

processes3

The Process

Nonprofits would have to first apply to be a part of this

program. In order to be a part of this program, nonprofits have

to:

- Dedicate time and effort in working with the volunteers to ensure a successful deployment

- Stand up and maintain infrastructure (we will provide guidance / knowledge)

- Provide access to VMs hosted within firewall

- Maintain the process post production release (we will provide guidance / knowledge)

Once admitted, nonprofits would get a user profile within

Enterprise Connect for Nonprofits

- Nonprofits would then submit ideas through Connect Enterprise Hub

- UiPath would select appropriate processes based on selection criteria, overall impact to society, and strategic objectives for the program

- Once selected, the process would undergo a first level analysis to understand the requirements

Once the details of a process are collected, UiPath would decide which processes to

pursue and develop

- UiPath selects appropriate processes based on

- Track documentation and all artifacts through Connect Enterprise Hub

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Proof Point – The New York FoundlingAs-is Process (Connections Progress Notes)

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Proof Point – The New York FoundlingTo-be Process (Connections Progress Notes)

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Proof Point – The New York FoundlingResults

1. Helped improve compliance with the New York State

2. Allowed for process improvements and standardization

3. The main component can be used by allsocial service nonprofits in New York

• We can use this component for other non-profits with minor configuration changes

4. ~ 700 clinicians spend 4 hours a week doing this process:

• 16 hours per month per clinician• ~100,000 hours per year

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Proof Point – The New York FoundlingResults

“We asked our clinicians what they’ll do with the extra 16 hours per month they have. Some said they want to participate in committees that they weren’t able to in the past due to their jobs being so busy; others said they want to complete advanced licensing education. But most said they want to be able to spend more time with the families the Foundling works with, especially those that are difficult to engage with or are at an acute point in their treatment.”

– Sylvia Rowlands

Next Steps

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Contact Us!

1. UiPath Bridge:• Visit www.uipath.com/bridge for more information on the

program and how to apply• Email us at bridge@uipath.com

1. UiPath Community:• Community based meetups, events, & programs• Email us at community@uipath.com

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Get started today!

1. Free Community Edition for individual developers, Academia, NGOs and small businesses• 2 studios for designing automation• 3 robots• Cloud hosted orchestrator • Forum support• Link: https://www.uipath.com/developers/community-edition

2. Free UiPath Academy Access• Start learning about RPA for free• Self paced videos • Link: https://www.uipath.com/rpa/academy

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Updated April 2019

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Thoughts from our Founder

Once you apply automation to remove the mundane tasks from a person, this can bring them joy. That person becomes more valuable to the enterprise.“

- Daniel Dines, UiPath Co-Founder and CEO

The UiPath Vision: A Robot for Every Person

Thank You