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Document Understanding
Best Design Practices
Wednesday, July 12th , 2023.
2
About UiPath Denver Chapter
We are an online and offline environment where RPA
developers, professionals, and enthusiasts:
- meet each other and share experiences in the RPA
industry
- learn together about the challenges they encounter
- build projects and components together and expand
upon automation ideas
Platforms:
- UiPath Community Page
- Slack Channel
Key Speaker
UiPath AI ambassador APAC
4 X UiPath MVP
Country Director (Sri Lanka) & RPA
Lead (Asia Pacific)
Boundaryless
Lahiru Fernando
RPA Manager
UiPath Denver Chapter Lead,
Dish Network
Community Manager
UiPath
Saideepak Kandibanda
Diana Gray
Organizers/Team
UiPath AI ambassador Americas
UiPath MVP 2023
UiPath Denver chapter lead
Sr. Machine Learning Consultant
Ashling Partners
Sharon Palawandram
UiPath Denver chapter lead
Sr. RPA Developer
Dish Network
Rashmi Pareek
Introduction Q&A
Meeting Agenda
UiPath DU
Best Design
Practices
One of the main
promises of
process
automation is
freeing up data
trapped in
documents
Every
organization
deals with
documents
Document
processing –
repetitive, time-
consuming, and
manual
Document Processing
Why Automate Document Processing
Manually
extract,
interpret, act
Variety of
document types
and quality
Cost and time
consuming
Human error,
rework, losses
Lack of end-to-
end complex
solutions
Document Understanding Today
Document Processing Best Practices
Requirements Understanding
System Integration
Workflow Development
Model Training
Best Practices – Requirements Understanding
Data Sources
File Structures
Classification Requirements
Data Extraction Requirements
Data Validation Methods
Final Destination of the Data
Best Practices – System Integration &
Development
Document
Collection
Document
Processing
Post-Processing
External Sources for
Validation
Best Practices – Model Training
Initial Model Training
Model Evaluation
Fine-tuning
Quick Announcement
New Book Release
20-July-2023
Thank you!
Education
Learn RPA Skills
- Free Community Software
- Academy
- Certification
- Academic Alliance
Support
Solve problems
- Forum
- Documentation
- Community Blog
- Use Cases Repository
- Job Board
Network
Grow your career
- Meetups & DevCon
- Mentorship
- Hackathons
- MVP Program
- Automation Champions
An ecosystem enabling
developer success
Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting support, and
succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’ growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications
Discussion, Questions
& Remarks

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UiPath Document Understanding Best Design Practices

  • 1. Document Understanding Best Design Practices Wednesday, July 12th , 2023.
  • 2. 2 About UiPath Denver Chapter We are an online and offline environment where RPA developers, professionals, and enthusiasts: - meet each other and share experiences in the RPA industry - learn together about the challenges they encounter - build projects and components together and expand upon automation ideas Platforms: - UiPath Community Page - Slack Channel
  • 3. Key Speaker UiPath AI ambassador APAC 4 X UiPath MVP Country Director (Sri Lanka) & RPA Lead (Asia Pacific) Boundaryless Lahiru Fernando
  • 4. RPA Manager UiPath Denver Chapter Lead, Dish Network Community Manager UiPath Saideepak Kandibanda Diana Gray Organizers/Team UiPath AI ambassador Americas UiPath MVP 2023 UiPath Denver chapter lead Sr. Machine Learning Consultant Ashling Partners Sharon Palawandram UiPath Denver chapter lead Sr. RPA Developer Dish Network Rashmi Pareek
  • 5. Introduction Q&A Meeting Agenda UiPath DU Best Design Practices
  • 6. One of the main promises of process automation is freeing up data trapped in documents Every organization deals with documents Document processing – repetitive, time- consuming, and manual Document Processing
  • 7. Why Automate Document Processing Manually extract, interpret, act Variety of document types and quality Cost and time consuming Human error, rework, losses Lack of end-to- end complex solutions
  • 9. Document Processing Best Practices Requirements Understanding System Integration Workflow Development Model Training
  • 10. Best Practices – Requirements Understanding Data Sources File Structures Classification Requirements Data Extraction Requirements Data Validation Methods Final Destination of the Data
  • 11. Best Practices – System Integration & Development Document Collection Document Processing Post-Processing External Sources for Validation
  • 12. Best Practices – Model Training Initial Model Training Model Evaluation Fine-tuning
  • 13. Quick Announcement New Book Release 20-July-2023
  • 15. Education Learn RPA Skills - Free Community Software - Academy - Certification - Academic Alliance Support Solve problems - Forum - Documentation - Community Blog - Use Cases Repository - Job Board Network Grow your career - Meetups & DevCon - Mentorship - Hackathons - MVP Program - Automation Champions An ecosystem enabling developer success
  • 16. Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified • Then upgrade to the Enterprise version of the product Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of the Forum Leaders, based on the contribution to others’ growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications