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ServiceProcess automation: RPA and AI agents
UiPath robots and AI agents take over repetitive work in finance, procurement, HR, operations and IT. We run the whole thing: measuring the process, design, build, testing, go-live and support. Our library describes 233 solutions like this, each with a value model and an implementation plan.
What you get
One team from measuring the process to supporting the robots
We build automation on the UiPath platform and in Microsoft 365, with Microsoft Teams as the place where people work. Robots carry out repetitive steps in your systems, document processing reads invoices and forms, and AI agents understand questions and unstructured data. People decide wherever judgement is needed.
Scope of the service
- Process measurement: task mining, process mining and interviews with the team
- Design of the automated process, with rules and human decision points
- UiPath robots, document processing and AI agents
- Integration with SAP, Microsoft 365 and industry systems
- A parallel run on real cases and a controlled go-live
- SLA-based support with a monthly availability and exceptions report
How it runs
Six stages, the same in every solution
Discovery
Analysis of a data sample, channels, volumes and exceptions together with the process owners.
Design
Target flow, business rules, approval thresholds and the security model.
Build
Robots, document models, system integrations and touchpoints in Teams.
Validation
Parallel processing of real cases, exception handling and sign-off by the team.
Go-live
A controlled start, entity by entity or team by team, with support after launch.
Optimisation
Monitoring, rule tuning and extension to further processes.
Effort depends on the number of systems and entities, document formats and data quality. Every solution in the library describes what it depends on for that process. An example plan for the first 90 days in one tower is on the page for shared service centres.
Engagement models
Three ways to pay for it
We choose the model with you, depending on whether you want to test the business case first, hand over support or strengthen your own team.
Fixed-scope project
One process, an agreed scope and acceptance.
Billing: for the fixed scope
Best choice when you want to check the business case on your own data before deciding on scale.
Managed service
Support and development of automations under an SLA, with an availability report.
Billing: a fixed monthly fee
Best choice when you do not want to build your own support team.
Team working with you
RPA developers, business analysts and SAP consultants inside your teams.
Billing: for time worked
Best choice when staffing should grow and shrink with the automation programme.
If you want to hand over the whole process, people included, we run it as business process outsourcing (BPO), billed per transaction.
Solutions
Processes we automate, by business area
Every solution starts with the problem, shows the process before and after automation, a value model to recalculate on your numbers and an implementation plan. Figures in the descriptions are illustrative.
Finance & accounting 47Procurement 10Supply chain 16Operations & production 28Sales & marketing 28Customer service 18HR & people 20IT & systems 28Legal & compliance 25Management & planning 13
Stop paying your finance team to move numbers from PDFs into the ERP.
See the solution Finance & accountingAccount reconciliations and journals that close themselvesStop closing the month by downloading balances into Excel and chasing sign-offs by email.
See the solution Supply chainCustomer orders from PDFs and emails straight into the ERPCustomer POs still get retyped from PDFs into SAP and confirmed hours later. Stop paying your order desk to type.
See the solution IT & systemsThe service desk request that never becomes a ticketFour IT tickets in ten follow a known procedure, and every one of them still queues for an analyst.
See the solution HR & peopleJoiner, mover, leaver: access on day one, revoked same dayNew starters wait days for access; leavers keep theirs for weeks. Both are the same missing handover.
See the solution ProcurementP2P process mining: maverick spend and real touchless rateNobody knows what share of purchases bypass contracts and POs, or how often an invoice is touched. Measure it monthly.
See the solutionCase studies
Where this already runs
Case studies are client projects, described with confidentiality in mind.
10 processes: from VAT settlements and credit decisions to employee onboarding.
See the case study Case study in briefInvoice processing automation at an FMCG manufacturerRobots took over registering and coding purchase invoices, integrated with SAP. Return on investment in 3 months.
See the case study in brief Case study in briefDriver settlement at a fleet operatorAutomated data collection, allowance calculation and payroll export. Settlement time down by 80%.
See the case study in brief ServiceAI agents on Microsoft TeamsFrom the Order-to-Cash control tower to nightly SAP regression, each with a value model.
See the serviceTechnology and partnerships
The platforms we build on
UiPath Authorized Partner
Software robots, document processing, Action Center and AI agents on an enterprise-grade platform.
Microsoft 365 and Teams
Approvals, tasks and conversations with the agent in Teams; documents in SharePoint; reports in Power BI.
KYP.ai
Process and task mining: we choose what to automate from data about the work, not from impressions.
SAP Partner, Open Ecosystem
Automation and support for processes embedded in SAP ECC and S/4HANA.
Who it is for
Industries we describe solutions for
Manufacturing & industry 118Retail & FMCG 76Transport & logistics 45Public sector 26Shared services (GBS/SSC) 63Automotive retail 20Aesthetic medicine 22Finance & insurance 22Energy & utilities 17Small business & services 49Professional services & IT 98
Security
A robot has only the permissions it needs
- Work in your Microsoft 365 tenant and in the European region of UiPath Automation Cloud
- Service accounts with the least privileges needed
- Credentials in the Orchestrator vault or in Azure Key Vault
- A full audit trail of every robot and agent operation
- Segregation of duties, retention and data classification agreed with compliance before the first go-live
Frequently asked questions
Questions about process automation
With measurement. Task mining and process mining show how many hours each step takes and what share of the work is repetitive. The result is a ranked backlog with numbers, and the first process is chosen by return.
We do, under an SLA: queue monitoring, incident response, business rule changes, UiPath Healing Agent for interface changes and a monthly availability and exceptions report. Details are on the 24/7 application support page.
No. The robot carries out repetitive steps and prepares the case, the AI agent proposes an answer or an action, and a person approves the decision. Every action has an audit trail.
We price a specific process after a short call and a review of your systems. Every solution in the library has an economic model you can recalculate on your own numbers before we talk.
Our commitment
A better offer, guaranteed
We commit to an offer that costs less than your current provider, at the same quality of service.
Pick one process. We will calculate it on your data.
Tell us about the process and the systems in fifteen minutes. We will send back an estimate of the share of work that can be automated and a plan for the first implementation.
Book a call