Overview

UiPath covers build (Studio), run (Robots), manage (Orchestrator), document processing, AI model ops, discovery, testing, and portfolio control. Enterprises use it to cut operating cost, improve accuracy, reduce cycle time, and enforce governance.

40–60%

Labor reduction in targeted processes with unattended robots after upstream fixes.

2–10×

Cycle-time improvement in invoice, onboarding, and reconciliation flows after redesign + automation.

100%

Traceable runs and access control in Orchestrator with full audit evidence.

UiPath Platform

Studio (build)

Design with activities and code (.NET, Python). Use libraries and templates. Enforce naming, exception blocks, retries, telemetry.

Orchestrator (manage)

Control jobs, assets, queues, credentials, logs, RBAC. Set alerting, runbooks, change windows, rollback steps, SIEM mapping.

AI Center

Host prebuilt or custom models. Track drift, version models, retrain. Wire models into robots through stable interfaces.

Automation Hub

Intake, scoring, approvals. Each idea has effort, benefit, payback, risk, owner. Portfolio stays visible and defensible.

Integration Service

Connectors for SAP, Oracle, Salesforce, ServiceNow, Dynamics. Fill gaps with secure APIs, rate limits, retries.

Robots (run)

Attended robots help agents. Unattended robots process queues at scale on VMs or containers. Size workers to SLA and peaks.

Document Understanding

OCR + classification + extraction for invoices, POs, claims, contracts. Confidence gates and human validation. Retrain from production.

Task & Process Mining

Task Mining reveals repeatable steps. Process Mining exposes bottlenecks and rework from event logs. Quantify hours, lags, error paths.

Test Suite

Automate regression for bots and core apps. Add tests to CI so upgrades do not break production.

Security & Controls

RBAC, credential vaults, segregation of duties, logging, alerting, evidence capture, change windows.

Automation Delivery lifecycle

Strategy & roadmap

Maturity review, pipeline, DCF with sensitivity to volume, accuracy, wage rates. KPIs: cycle time, touch count, exceptions, cost per unit.

Discovery & design

Mining + SME validation. Remove upstream defects before automation. Confirm data sources, controls, owners.

Build, test, deploy

Standards in Studio, regression in Test Suite, deploy via Orchestrator. Integrate with ERP/CRM/ITSM and data lakes.

Document automation

Confidence bands and human-in-the-loop. Retrain to reduce touch.

CoE & governance

Roles, intake, reuse, release gates, change windows, rollback, monthly benefit tracking.

Managed services

Monitoring, incidents, optimization, upgrades, connectors, secrets, capacity tuning.

Automation Business Case Development

Cost

Remove manual touch in high-volume tasks
Handle peaks with robots, not overtime
Cut rework from keying errors

Speed

Compress cycle time in close, onboarding, orders
Shorten queues with parallel robots
Run after hours to meet SLA

Quality & compliance

Runs follow rules every time
Complete logs for audit
RBAC and approvals enforced

Scale & resilience

Scale across functions and regions
Surge capacity without hiring delay
Fewer single points of failure

Component	Main outputs	Primary KPIs
Strategy & roadmap	Pipeline, DCF, targets, operating model	NPV, payback, % addressable hours
Discovery & design	As-is/to-be maps, controls, data contract	Touch count ↓, exceptions ↓
Build & deploy	Bots, queues, assets, test packs, runbooks	SLA hit rate, error rate, throughput
Document automation	Models, validation rules, retraining plan	Accuracy, manual review %, cycle time
CoE & governance	Standards, roles, intake, release path	Reuse %, change failure %, audit finds
Managed services	Monitoring, incident logs, tuning	MTTR, availability, cost per run

Typical Project

1

Kickoff
Goals, systems, volumes, risk.

2

Data pull
Event logs, queue stats, error codes, wage rates.

3

Discovery
Mining, SME sessions, redesign where needed.

4

Business case
DCF, sensitivity, KPI baselines.

5

Pilot
1–2 flows, results, lessons, scale plan.

Projects & Industries

Sample Projects

Finance

Invoice-to-pay: capture, match, post, exceptions
Order-to-cash: cash app, dunning, disputes
Close: reconciliations, journals, intercompany

IT & Service

Provisioning, resets, license checks
Ticket triage and closure
Monitoring with auto-remediation

Procurement & Ops

Supplier onboarding, PO creation, 3-way match
Contract checks and key term capture
Inventory and price updates

Industry solutions

Banking & Insurance

KYC checks, screening support, loan intake, claims routing, policy updates, regulatory reports with logs.

Energy & Utilities

Meter validation, outage updates, settlements support, market and tariff reporting, vendor onboarding.

Manufacturing & Aerospace

Order management, quality record updates, MRO parts checks, supplier scorecards.

Healthcare & Life Sciences

Patient intake capture, coding support, payer rules checks, compliance submissions.

Retail & CPG

Price updates, inventory reconciliation, vendor portal sync, returns handling.

Public Sector

Case intake, eligibility checks, records updates, reporting with full audit trails.

Support & Maintenance

L1–L3 support with SLAs. We manage upgrades, connectors, secrets, and tuning.

Tier	Scope	Example metrics
L1	Monitoring, restarts, simple fixes, comms	MTTA, first-contact resolution
L2	Config, assets, queue logic, minor code	MTTR, change success rate
L3	Complex defects, integrations, model updates	Defect escape rate, availability

Case Studies

Invoice-to-pay

Robots captured, matched, and posted large volumes. Exceptions moved to a focused queue. Cycle time dropped. Duplicate payments stopped.

Touch time: ↓ 70%
Auto-resolved exceptions: 45%
Payback: < 9 months

IT service desk

Provisioning, resets, and license checks moved to robots. Ticket routing improved. Agents focused on complex work.

Tickets to agents: ↓ 55%
First response: < 2 minutes
SLA hit rate: 99%+

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