Generate Metrics from Transactions - Chicago Meetup
- 1. UiPath Community – Chicago Chapter Generate Metrics from Transactions November 9, 2022
- 2. 2 Organizers Ariel Arguello Technology Consulting Manager Jacobson Greg Intelligence Process Automation Manager Josué Chinchilla Senior Consultant Diana Gray UiPath Community Marketing Manager, Americas
- 5. 5 _____________________________________ Objectives • Introduce an alternative and tools to provide out of the box or easy to use analytics to add to our best practices. • Understand the importance of metrics to provide insights to our clients on their starting journey Intelligent Automation • Provide a practical tool so that our team can reuse or have as a starting point for future projects.
- 6. 6 _____________________________________ Who is this for and Why is this necessary? • This proposal comes from the need of certain clients that require Analytics when starting their RPA Journeys, but are not prepared to scale up on costs for Large scale with Analytics tools like Tableau, QlikView or UiPath Insights • This is seen a lot in emerging markets like Central and Latin America where clients are new to these types of solutions and are starting to implement Automation Programs; but need to start small. • It helps bring to the client and technical team the mindset that we have to start with the right foot and think about analytics since the beginning so that when we scale up and grow, we are prepared and can adjust accordingly while also providing critical insights for the COE and to the business on benefits or issues for fast decision making.
- 7. 7 _____________________________________ Benefits • Easy to implement and provides “out of the box” and also flexible for custom solutions • Follows best practices and provides guidelines to the development team • Uses tools the client already has like Excel, SQL and UiPath without investing on third party solutions* • Reports can run automatically and provide important insights on business metrics and also on bot performance for support and improvements and making them available to share with stakeholders • Ready to scale up! ______ _________________________________________ Limitations • Not suitable for large data situations or for large scale implementations* (Excel) • Historic information is stored in excel files, but can be later stored in a database • Requires additional security permissions to access external API’s and access to the RPA database for SQL queries • Community Edition is limited to 1000 transactions per request but can resturn all when results are paged. Standard edition is not limited
- 9. 9 Business Insights Support/Monitoring Bot Performance Metrics Approach
- 10. 10 Tenant Name & Account Logical Name Explorer Swagger API Authentication Get Access Token UiPath Orchestrator - APIs
- 11. 11 Business Transactional Sample Case
- 12. Data Presentation Excel - PowerQuery Web Portal PowerBI* Databases*
- 13. Questions? Feel free to reach for further inquiries on the subject Josue.a.chinchilla@cr.ey.com