Flobotics UiPath and RPA Development

BACKGROUND

Introduce your business and what you do there.

I’m the director of operations at an urgent care facility.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

We needed help with automation for our patient registration process.

SOLUTION

What was the scope of their involvement?

Flobotics helped us develop robotic automation to assist our patient flow. They tied in our registrations from our website and used that information along with UiPath to allow us to have the automation log all the patients we received from our registration portal into our electronic medical record system.

What is the team composition?

I worked primarily with two individuals: the co-founder of the company, who served as a project manager, and a lead developer.

How did you come to work with Flobotics?

We were looking for people who had worked with UiPath before. I had seen good reviews of Flobotics, and as soon as we had our first phone call with them, we were impressed with everything that they had to offer and knew that we were in good hands with them. 

How much have you invested with them?

We spent between $10,000–$20,000.

What is the status of this engagement?

We began working with them in August 2020, and we went live in October 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

The time it takes for the automation to fully log a patient is now a minute per submission, which shaves off around 3–5 minutes of data entry time compared to manual entry.

The automation has saved us a considerable amount of time. Everyone has said it works fantastically and that it’s freed them up a lot. Our front desk is very happy.

How did Flobotics perform from a project management standpoint?

Flobotics was fantastic. They were easy to get in contact with. When we had issues over the weekend, I was able to get a hold of our project manager to assist us, and he was able to fix them quickly. We communicated through email and video calls.

What did you find most impressive about them?

The personnel were able to let us know whether the project was feasible or not. The team was also very knowledgeable in UiPath.

We didn’t have much knowledge of automation software, but they explained everything very well to us. If we have an idea for more automation in the future, we know we’re in good hands as far as knowing if it’s possible or not.

Are there any areas they could improve?

No, everything has been wonderful.

Do you have any advice for potential customers?

Have a clear idea of what your project is so that they can let you know if something is missing. At the same, they’re very accommodating and will help you come up with ideas to fully round everything out. Flobotics was amazing.

BACKGROUND

Introduce your business and what you do there.

I’m the enterprise architect for a national mortgage banker that is licensed in 48 states and has retail, wholesale, and correspondent channels. We’re experiencing record volumes; I believe we funded $1.5 billion in loans last month alone.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

We’re trying to deliver disclosures from the system to a web portal and leverage different technology so that people don’t have to go in and do the process themselves. We’re looking to take the burden off of the workforce by creating an automated process.

SOLUTION

What was the scope of their involvement?

We purchased the UiPath platform software and the different unattended and attended bots through Flobotics based on their recommendations. I’ve created an innovative way to make something happen that wasn’t possible before, and I was able to accomplish it through UiPath and Flobotics. We’ve tied these systems together in a way that’s never been done before.

Now, we’re working with their developers and programmers to determine what steps need to be taken in the proprietary LOS (loan origination system) and different systems.

What is the team composition?

I work with Karol (Co-Founder & Lead Architect). He serves as the developer on their side to help program the automation. From my view, Flobotics specializes in helping program automation with the UiPath software.

How did you come to work with Flobotics?

I don’t remember exactly how we came across them, but I think it was through a UiPath resellers and developers platform. We reached out, and they seemed to have good ratings and feedback from different people. 

We did a couple of trial projects; Flobotics has always been great, but we needed to make sure that the UiPath platform worked well with our LOS software and some of our other technologies. What we did ultimately accomplish was fairly complex, and we weren’t sure if UiPath had the capabilities to do everything necessary to make that happen. 

How much have you invested with them?

Between purchasing the software and development hours, I believe we’re at about $55,000–$60,000.

What is the status of this engagement?

We’re still working with Flobotics because we’ve taken on other projects. We initially contacted Flobotics at the end of April or early May 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The biggest measure of success is that we’ve created the ability for our third-party originators, or broker community, to be able to preview borrower disclosure documents on a web portal and then download those documents in one click. Our work with Flobotics helps facilitate that; the process leverages the capabilities of different systems to make it happen, as no individual system has the capability on its own. We’re very satisfied with their work.

How did Flobotics perform from a project management standpoint?

They do very well in terms of project management and communication. Right now, we mostly communicate through email.

What did you find most impressive about them?

Within very short-term working sessions, they’re able to automate the steps I communicate to them. It’s been a very dynamic experience, as the developer doesn’t have to take the time to figure out what steps need to be taken. I just give them the exact steps, and they’re able to make the different backend automations work to make this come to life.

Are there any areas they could improve?

No, not really.

Any advice for potential customers?

Have intimate knowledge of the steps you’re looking to take. Work directly with their developers to program the automation within the UiPath software.

BACKGROUND

Introduce your business and what you do there.

I'm the analytics director of a mortgage company.  

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

We were creating an internal application for automating our lead transfer system. Our team was looking for a vendor with RPA (robotics process automation) development experience. 

SOLUTION

What was the scope of their involvement?

They advised and consulted with us on how to reach the best RPA solutions. They informed us of the technology's capabilities and implemented the RPA development to meet our needs.
The goal was to take manual tasks and have them performed by a bot. 

What is the team composition?

Karol (Founder, Automation Ninja) was the main point of contact. I’m not sure how many developers worked with him.

How did you come to work with Flobotics?

We found them on Upwork. They had the expertise we were looking for. 

How much have you invested with them?

We spent between $5,000–$10,000. Our spend is closer to the low end of that range.

What is the status of this engagement?

We worked together mainly from May–June 2020. There was some back and forth after June, but the bulk of the project was finished then. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Everything is tested, ready to go, and we are in process of rolling out the overall application. They were very well-versed in RPA development, providing a solution for every challenge we faced.

We’re pleased with the work they did, and our goals were achieved. The bot is using API calls to process information, and that information is received when the bot finishes a task successfully. 

How did Flobotics perform from a project management standpoint?

They were always available, willing to jump on a call if we needed clarification or to discuss something in detail. They provided a timeline and met all deadlines on our budget.

What did you find most impressive about them?

Their ability to scope out the project in detail, providing clarity, made sharing goals easier. We were new to the RPA world, and didn’t even realize we needed the API. We appreciated having a partner advise us to make the project a great success.

Are there any areas they could improve?

No, I’m pleased overall.

Do you have any advice for potential customers?

Have an open conversation at the start. They're open to answering questions, and it’s important to understand the scope and capabilities for a successful outcome.

BACKGROUND

Introduce your business and what you do there.

I’m the senior manager of a consulting team. We work with clients to deliver back-office transformation services, which includes RPA deployment.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

They were supporting us on a client project.

SOLUTION

What was the scope of their involvement?

The client was looking to develop an automation to read in and process their AR invoices. The system would use robots instead of people.

What is the team composition?

I worked with five different people on the team, including the two founders. I worked with the primary solutions architect, another solutions architect, and two developers.

How did you come to work with Flobotics?

My boss found them. We were looking for an offshore team to develop these types of solutions. We had a couple of intro calls before beginning the work and reviewed each other’s partnership agreements. We chose them because they clearly knew what they were doing.

They were very competent in terms of the functional domains that they’d be supporting us on. On top of that, their English skills were great, so I had no concern putting them in front of a client. Their rates were competitive and they were ready and willing to lean in as a partner for us and our client.

How much have you invested with them?

We spent about $15,000.

What is the status of this engagement?

We kicked off in June and wrapped up in July 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

They delivered a holistic solution that worked exactly the way the client needed it to. We had a very aggressive timeline, and they still met their deadlines and remained on budget. It was a quality product and met they met the project scope.

How did Flobotics perform from a project management standpoint?

Qualitatively, they were responsive, we had daily standups with them, they were very professional. All around, they were solid partners.

They worked in an agile fashion, which worked very well for us. We had daily standups to review our progress, so sprint planning, and hold testing sessions. They were very communicative and managed the team well. The two primary solution architects were constantly in touch with our team and our client’s project manager.

What did you find most impressive about them?

They were willing to go above and beyond to meet our needs. They’re based in Poland and we’re in the US, but they were willing to have meetings late in the evening, outside of business hours. They were willing to shift things around when we needed to accelerate the deadline. They pulled extra resources into the project or shifted their load so they could continue to deliver.

Are there any areas they could improve?

Thinking back on the engagement, nothing really stands out to me.

Do you have any advice for potential customers?

I would encourage future clients to open the conversation up beyond just the core scope of what they might be asking Flobotics to do. They have a lot of expertise in how to properly stand up and deploy RPA solutions in a way that will be sustainable and scalable. Regardless of how limited the scope of the project may be, they can really advise on how to make the program more broadly successful.

BACKGROUND

Please describe your company and your position there.

Flobotics did work for our large, global large hospitality client.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Flobotics, and what were your goals?

Our hospitality client had a significant amount of manual effort required to process client onboarding activities. The goal was to reduce at least 100k in manual effort and increase revenue by getting customers onboarded faster.

SOLUTION

How did you select Flobotics and what were the deciding factors?

Flobotics is a close partner of ours. We selected them because they are a leading RPA Consultancy, and in addition to having top developers, they were able to rapidly get well-priced developers in the applications we were working in (i.e., Salesforce).

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

1. Conduct detailed process mining activities across 3 key groups (Marketing, Sales, and Procurement) to model the current state.
2. Evaluate 3 potential solutions: RPA, WebForm, Salesforce Community
3. Evaluate ROI, risks, benefits, and drawbacks of each solution
4. Document the future state process based on the outcome of #3
5. Design the solution, which included a combination of RPA and Salesforce.com development
6. Develop the solution
7. Test the solution

How many people from the vendor's team worked with you, and what were their positions?

• RPA Lead Developer
• RPA Jr Developer
• RPA Business Analyst
• UI Path Platform Administrator

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The client saved 100k in manual effort and, by shortening onboarding time, they stand to increase revenue by $1m year 1 (it was just deployed, so they are in the process of measuring).

Describe their project management style, including communication tools and timelines.

They were thorough and never miss anything. Further, they are always available and willing to step in if issues arise. Very agile, lightweight processes which we love because it made the project go faster

What did you find most impressive or unique about this company?

Quality of solution architecture and development were the most impressive things about them.

Are there any areas for improvement or something they could have done differently?

None, they were phenomenal.

BACKGROUND

Introduce your business and what you do there.

I’m the chief strategy officer for a holding company. Within our organization, we have a variety of financial services firms, including a broker-dealer, a couple of registered investment advisors, and a bank.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

We were looking to automate the submission of applications for a submission process.

SOLUTION

What was the scope of their involvement?

Flobotics built a process for us on UiPath, so that we could automate submissions for the bank.

What is the team composition?

We worked with one project manager and one developer.

How did you come to work with Flobotics?

We found them via a freelancer platform. They were the most responsive to the timeline that we had, and we needed to put something together within a matter of days. We contacted other firms, which said it would be a multi-week process, and we didn’t have that timeline available.

How much have you invested with them?

We spent $5,000–$10,000.

What is the status of this engagement?

Our work took place in April 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Flobotics’ automation process was associated with a multi-million-dollar revenue stream. It was a large return on investment.

How did Flobotics perform from a project management standpoint?

I worked directly with the coder, given the short time frame. We did screen shares and walked through the process that we were automating. We were able to get things done in a matter of days because of the direct access we had to the coder.

What did you find most impressive about them?

Their availability was impressive. They worked through the middle of the night during a weekend to get it done for us. This project wouldn’t have been possible without that access.

Are there any areas they could improve?

No, we were happy with everything.

Do you have any advice for potential customers?

Like any technology project, the clearer you make the specifications at the beginning of the project, the smoother and quicker the process goes. Having a clear requirement process at the beginning was very helpful for us.

BACKGROUND

Introduce your business and what you do there.

I’m the head of IT at an experiential marketing company. We do everything from AR/VR to events.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Flobotics?

Recently, it’s been difficult to create experiences while consumers are home. We were working on an online poker platform to help raise money for various COVID relief efforts. The platform operates using C Suite and Zoom.  

We wanted to automate the tasks for the poker platform. At the time, we were doing everything manually. When a user signed in, we had to connect them to Zoom and move them into the correct breakout rooms to play.

SOLUTION

What was the scope of their involvement?

They built two bots. The first bot checks the table order and creates a number table that corresponds to the poker table that the individual will play with. The second bot follows the players and moves them around as tables condense throughout the tournament. 

They used UiPath. 

What is the team composition?

We worked with 2–3 people. 

How did you come to work with Flobotics?

I was looking around for different developers. I put something out on a website where vendors could bid on the project. Flobotics sent me a proposal, and I thought they could bring a high level of quality to the project, so I selected them. 

How much have you invested in them?

We’ve spent $5,000–$7,000. 

What is the status of this engagement?

We started working together in early-June 2020, and they completed their work in about two and a half weeks. We’re considering partnering with them again for further development for the poker platform. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They have an excellent work ethic; they stayed up late when we needed to do tests. 

How did Flobotics perform from a project management standpoint?

We had meetings every 2–3 days to go over how things were progressing. The product wasn’t too complicated, but they took our input and implemented it into their work right away. 

What did you find most impressive about them?

We had a pretty cumbersome way of managing the platform previously. After we implemented their bots, tasks that took us 30 minutes to do only took a few minutes. That was a great improvement. 

Are there any areas they could improve?

Some of their developers are out of the country, so it can be a bit more difficult working in different time zones. However, they were willing to work on our hours. 

Do you have any advice for potential customers? 

Be descriptive. If you’re working from a different time zone, let them know your regular business hours so you can coordinate with them. 

BACKGROUND

Introduce your business and what you do there.

I’m the IT manager of an accounting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

We needed robotic process automation to pull firm information from websites with hyperlinks.

SOLUTION

What was the scope of their involvement?

They created a UiPath process where they data scraped information from hyperlinks and provided us with a database of names from different accounting firms in the area. We’re using it for the purposes of an email blast.

What is the team composition?

We work with one member of their team.

How did you come to work with Flobotics?

We found them on a freelancer platform. They were one of the first people who responded and they had a clear understanding of what we needed, immediately.

How much have you invested with them?

We paid $200.

What is the status of this engagement?

Our work took place in June 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

They got us the information to us within a day. We’re absolutely satisfied, we couldn’t be happier. We’re still working on getting things into one process but we have everything we need. If we ever need a process like that again, they’ll be the first person we call.

How did Flobotics perform from a project management standpoint?

It was all great. The communication was great, and they were very responsive. It was a great opportunity to work with them.  

What did you find most impressive about them?

They even gave me a 30-minute conversation after the project was complete. I had been working on this project for two weeks and couldn’t get it done manually. They were generous enough to provide me with the code and explained where I went wrong with my process. Now, it’s something I can do with UiPath robotic processing in my own process. The fact they were willing to share their knowledge was very impressive.

Are there any areas they could improve?

No, nothing comes to mind.

Do you have any advice for potential customers?

My advice is to reach out to them directly. You’ll get your job done immediately.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Universal Commodity Services, Inc., a recycling company that does wholesale and bulk trading of recyclables.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

I wanted to integrate automation utilizing our PA in the back office of the business due to the high volume of documents that we’re handling and because of a lot of the repetitive work that has to be done.

SOLUTION

What was the scope of their involvement?

The team worked with me to analyze the processes that I wanted to automate. They provided suggestions to make it more conducive to the robotic aspect. They then developed the code and wrote the automation with input from me. All of the automation was written in UiPath. Flobotics tested and deployed it.

What is the team composition?

I have one primary point of contact.

How did you come to work with Flobotics?

I found Flobotics on Upwork. They stood out from the others by having excellent communication skills.

How much have you invested with them?

We’ve invested between $25,000–$50,000.

What is the status of this engagement?

Our engagement started in February 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Flobotics is excellent at what they do. The quality of their work has been fantastic; the code is clean and works great. Compared to the code I’ve had written by other developers, it’s way more stable and organized. We finished most of the project, and I reach out to them whenever I need tweaks made. They do it on the same day.

How did Flobotics perform from a project management standpoint?

Flobotics never misses any appointments. They’re always on time. The project management is very straightforward. Most of it was tracked through Upwork. We used email and shared each other’s screens. We sometimes would jump on a Zoom call.

I’d go over what I need to automate and how the documents need to flow from one place to the other. Some of the Zoom calls were recorded so they can go back to the process and review the steps. We used a remote desktop for a test environment. I gave them screen recordings that I had created along with some explanations of the process and steps in a Word document.

What did you find most impressive about them?

I really enjoyed working with them because they made it easy to communicate and work towards the goal. I always felt like they were doing their best and not holding back. I’d be happy to work with them again if I need further automation.

Are there any areas they could improve?

Flobotics delivered accordingly. This project was very straightforward, and I knew exactly what I wanted.

Do you have any advice for potential customers?

It’s helpful to analyze them until you refine them as much as possible. Document them carefully. Understand that a computerized, automated process will be different than even the most efficient human process. Computers don’t think like humans.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of DART Chart Systems. Our organization is a software company that does reimbursement technology, primarily for skilled nursing facilities.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Flobotics?

We were doing a lot of human intervention work for pulling data; it was almost daily. Essentially, we wanted to get it all automated and needed to outsource for that solution.

SOLUTION

What was the scope of their involvement?

Flobotics has done 6–7 unique projects with us, building custom solutions for our needs. We show them the process being used for pulling data, running reports, and other tasks and they use UiPath to do Robotic Process Automation (RPA). This allows for daily reports to run, which we can then access without having to do the manual pulling process.

What is the team composition?

We have one point of contact.

How did you come to work with Flobotics?

I found them on Upwork. I interviewed several leading experts on RPA, and during the interview process, I felt that Flobotics grasped our business needs and had competitive rates. We decided to do one project with them to test the fit. Our team was satisfied with the results, so we’ve continued working with them.

How much have you invested with them?

We’ve invested just over $10,000.

What is the status of this engagement?

We began working together around January 2019, and the work is ongoing. They just did some work last week.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Flobotics’ comprehension is very good. We demonstrate our business needs, and they come back with clarification questions if necessary. I’ve never had to tell them they missed the mark. As a matter of fact, the results are usually more robust than I requested.

Their work has been exceptional, and we’re extremely satisfied. They’ve educated our internal IT team on where things should be placed and how to make them work more effectively with our system. Their team has put several checks and balances into place to minimize failures because if the website changes, there are failures with the robots. They’re very timely in repairing the robots when failures do occur.

An example of their impact comes from a project where we were going to have to bring a developer in to write code for pulling historical reports of clinical data. One of my staff members would’ve spent 24–36 hours manually downloading roughly 400 reports. We decided to see if it was something the Flobotics team could do. For 1/3 of the cost it would’ve been, they had the entire project turned around in 24 hours.

How did Flobotics perform from a project management standpoint?

We haven’t needed to do a lot of project management; they make it very simple. For the initial project, I wrote program requirements. However, we discovered that demonstrating the human process works best. They’re responsive and available. If a robot quits working, I text the owner and it gets prioritized because he understands the effect it has on our business.

What did you find most impressive about them?

I appreciate their understanding and the way they grasp the needs of our business. Their overall knowledge, beyond the RPI, has been great as well. They also provide a high quality of security to protect the confidentiality we require.

Are there any areas they could improve?

No, I can’t think of anything.

Do you have any advice for potential customers?

Don’t spend a lot of time on development, let them be the experts.