Alteryx + UiPath

Formula for Better Outcomes: The Spark of Human Creativity + the Precision of Bots

 

Alteryx helps you prep, blend, and analyze data in a hurry, thanks to the Analytic Process Automation platform. But first, you have to get that data into Alteryx. APIs, cloud data, and flat files make it easy to access, if it’s already in the system. But what about data locked away in other, disconnected systems? Accessing that data requires labor-intensive, repetitive tasks — which is exactly what UiPath’s bots excel at.

 
UiPath-APA-RPA-Brief-resource

UiPath: Acquiring the Data

Before you can analyze data, you first need to capture, manipulate, and store it, then send it to the right place. Alteryx provides 80+ connectors for common data stores and applications, but what if you want to access and analyze data without APIs? That takes two things: software, and a human to interact with it — over and over and over.

But what if it wasn’t a human? What if a robot could do it? 

That’s the thinking behind UiPath’s Robotic Process Automation, or RPA. RPA is a “build a bot” software. Not the metal kind, but the virtual kind that effortlessly shuttles data from your enterprise system to Alteryx. It’s a repetitious job, but robots don’t mind. Plus, they're incredibly fast, and less likely to make costly errors or omissions.

UiPath’s interface lets you build the bots you need for connecting Alteryx to systems without APIs: Unstructured content, websites you want to scrape, even legacy mainframes. In fact, if a human can access it via software, so can a UiPath robot. So you get more years from your legacy system, and analysts get more data to work with.

Get Solution Brief

 

UiPath-APA-RPA-Brief-resource

Alteryx: Automating Analytics and Outcomes

Once data is captured via Alteryx connectors and RPA bots, the Alteryx Analytic Process Automation (APA) Platform transforms, enriches, and produces actionable insights from that data. 

The result: You get fast, actionable insights that you can write to your data management system, share with key stakeholders via business intelligence (BI) dashboards, email, or PDFs, or drive back into the source system for next best actions. And it’s all automated from end-to-end.

 

Alteryx + UiPath: Automating End-To-End Processes To Drive Better Business Outcomes

Assigning boring, high-volume, repeatable tasks to your team can introduce errors and other risks, along with their attendant costs. But UiPath lets you assign those same tasks to bots instead. Now, your analysts have the bandwidth to truly analyze the data, create repeatable, automated workflows that deliver insights into operational systems for automated actions or to organizational leaders for making faster, more confident decisions.

RPA-APA Example

Alteryx + UiPath in Action

Automation with RPA and APA is applicable across industries, departments, and use cases, from financial forecasting to supply chain planning to associate onboarding. Here are just a few examples.

 

Tax and Finance

  • State tax apportionment analytics automation
  • AP reconciliation automation
  • Financial forecasting process analytics automation [here embed the right-hand video on current web page called “Financial Forecasting Process Automation”]
  • Continuous auditing automation
  • Compliance workflow automation and reporting
  • Accounting workflow automation and reporting
 

Supply Chain

  • Predictive demand modeling
  • Match demand to supply planning
  • POC data analysis automation
  • Downstream process automation

Mapping the Process

When determining which solution — RPA or APA — is best for a specific part of the process, consider this overarching question: Do the outcomes of your process require human supervision and/or interpretation? If they do, then APA is likely the solution for that process. For unattended processes that do not require human intuition, RPA should be used for automated input and output of analytical processes.

 

Analytic Process Automation

  • Automates data ingestion from structured and semi- structured files, databases, and APIs​
  • Drag-and-drop analytic building blocks to wrangle, prepare, profile, explore, cleanse, transform, and blend data for analytic outcomes ​
  • Rich self-service analytic modeling including descriptive, diagnostic, and spatial analytics ​
  • Advanced analytic modeling including predictive, prescriptive, natural language processing, text mining, and sentiment analysis​
  • Scalable analytic apps to parameterize and run analytic models as needed​
  • Automates output of analytic outcomes to data visualization tools, BI tools, files, databases, APIs, and RPA bots ​

 

Robotic Process Automation

  • Automates human interactions with nearly any digital system (greenscreen tech, forms, folders, files, enterprise software systems, cloud systems, etc.) ​
  • Saves, moves, and copies files to feed and pull from analytic processes ​
  • Runs user-defined scripts, programs, and stored procedures regardless of where they reside within an organization’s technology infrastructure ​
  • “Last mile” for machine learning and advanced analytics. Robots can act upon analytic outcomes and update the systems that rely on those results ​
  • Inputs data into non-API sources such as online forms, VDIs, and legacy systems ​
  • Runs reports, extracts and injects results into a wide array of file types including Microsoft Excel and CSV ​

The Alteryx + UiPath Difference

Simplify data collection, prep, and blending

Scrape data even from places where it’s traditionally tough to harvest, like the web or no-API legacy systems — then easily prepare and analyze it with code-free analytics automation blocks. 

 

Make process automation more intelligent

Effortlessly put analytics, data science and machine learning models into production, as bots act on key decisions and turn them into automated business processes.

 

Accelerate processes and outcomes

Personalized outcomes are automatically distributed to stakeholders, while bots free time to do more valuable work by receiving outcomes, acting on decisions, and returning data to the enterprise. 

Case Study:

Tecnológico de Monterrey

Goal

The Internal Audit department defined a transformation strategy to simplify analytics processes, avoid unnecessary costs, and prevent fraud. 

Strategy

Implemented continuous auditing, including a continuous review procedure that produces risk alerts on critical processes, with UiPath and Alteryx.

Results

Tecnológico de Monterrey can implement changes and improvements faster, with greater confidence in the continuous analysis.

Next Steps

The automation team is exploring additional use cases to improve audit processes with Alteryx and UiPath.

Read More


 

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Discover the power of Analytic Process Automation + Robotic Process Automation with the UiPath Activity Pack.

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