This use case shows how Craftware successfully facilitated the migration of a leading international financial services company from an outdated RPA tool to UiPath, and ensured a smooth transition while embedding a hyper-automation-first approach. This migration not only addressed the client’s immediate technical needs but also laid the groundwork for long-term automation success, maximizing their return on investment (ROI) from the outset.
Client
A leading international financial services company
The client’s previous RPA tool failed to deliver on its promises of lower maintenance costs and lacked essential functionalities such as audit trails, data masking, custom dashboards, Machine Learning, and the availability of custom connectors, which were crucial for developing new automation. These limitations restricted the client’s ability to advance their automation goals efficiently.
We seized the opportunity when one of our global clients decided to migrate from a basic RPA tool to UiPath. We helped them establish an automation-first culture within their organization. Craftware has developed a comprehensive solution that leverages UiPath, a robust and future-proof automation platform.
-
Our team of qualified developers accelerated the migration process and completed it before the end of the year. This timely delivery, based on a 10-day SLA for scaling the delivery team on demand, ensured that the client avoided double licensing costs for both automation tools.
-
We embedded a hyper-automation-first mindset into the migration plan to ensure that the client’s future automation initiatives would be streamlined and efficient through Process Mining. We also outlined POC, pilot, and go-live dates for broader implementations of Intelligent Document Processing, Test Suite, and AI Fabric before the end of the migration.
-
In the final stages of the project, we conducted a client workshop with Center of Excellence (CoE) leaders from other companies to assist the client in adopting an automation-first mindset. This workshop identified specific bottlenecks and mitigation methods to ensure scalable automation.
-
Cost Savings
The migration to UiPath was completed ahead of schedule resulting in significant cost savings for the client. By avoiding double licensing costs, the client saved thousands of dollars.
-
Timely Delivery
Our commitment to timely delivery of specialists (SLA > 10 days) and efficiency in implementing the project ensured a smooth transition to modern automation technologies for our client.
-
Future-Proofing
UiPath’s ready-made AI solutions and our strategic approach enabled the client to achieve long-term automation success.
-
Increased ROI
The client’s automation program is set to scale over time, with an expected 2x ROI in the first year, including migration costs.
- Qualified Developers: Our team accelerated the migration, ensuring timely and efficient project completion.
- Client Workshops: In the final stage of the migration, as a part of our holistic and value-driven approach, we invited Center of Excellence leaders from other companies to a client workshop to help them adopt the automation-first mindset.
- Bottleneck Identification: We identified and addressed client-specific bottlenecks to ensure a smooth and efficient automation journey.
Craftware’s successful migration of a leading international financial services company to UiPath demonstrates our proficiency in delivering seamless transitions, cost savings, and long-term automation success. By embedding a hyper-automation-first approach and providing holistic support, we ensured the client maximized their ROI from the start of their hyper-automation journey.
We are a UiPath Gold Partner, RPA’s most widely used and highest-rated technology platform, ranked first in Gartner’s process robotization report. UiPath offers its users an extensive free knowledge base. What millions of UiPath users highlight is its simplicity and ease of use compared to other RPA solutions.
Find more about Robotic Process Automation
-
RPA (Robotic Process Automation) in customer onboarding
-
Transforming Healthcare Testing with a Modern-Day Test Architecture
-
RPA Proof of Concept – get ready to implement robotization
-
RPA – one of the steps towards the digital transformation
-
Competency center (CoE) for RPA – become familiar with its scope of responsibility (part 1)
-
How to build a competency center for RPA?
