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Everest Group FIT Matrix ™ For Robotic Process Automation (RPA) Technology Vendors
Everest Group FIT Matrix ™ For Robotic Process Automation (RPA) Technology Vendors
Everest Group FIT Matrix ™ For Robotic Process Automation (RPA) Technology Vendors
Focus on UiPath
January 2017
EGR-2017-13-E-2054
Introduction and scope
Everest Group recently released its report titled “Robotic Process Automation (RPA) – Technology Vendor Landscape
with FIT Matrix Assessment – Technologies for Building a “Virtual Workforce”. The report provides a detailed view of
the RPA technology vendor landscape and a thorough assessment of the various RPA technology solutions across
several key dimensions.
As a part of this report, Everest Group assessed 10 of the leading technology vendors and compared & contrasted
their RPA capabilities within Everest Group's Feature, Implementation, and impacT (FIT) Matrix framework.
The vendors have been classified into the FIT Matrix categories of Leaders, Challengers, Optimizers, and Aspirants.
The assessment dimensions include the market impact of each vendor and its overall vision and capability.
Based on the analysis, UiPath emerged as a Leader and also a Star Performer. This document focuses on UiPath’s
RPA capabilities. It includes:
UiPath’s position on the Everest Group RPA FIT Matrix
Detailed RPA profile of UiPath
Buyers can use the FIT Matrix to identify and evaluate different RPA technology vendors. It helps them understand
technology vendors’ relative strengths and improvement areas. However, it is also important to note that while the
FIT Matrix is a useful starting point, the results from the assessment may not be directly prescriptive for each buyer.
Buyers will have to consider their unique situation and requirements, and match them against technology vendor
capabilities for an ideal fit.
Leaders
Optimizers Leaders
Challengers
Aspirants
Automation Anywhere
Blue Prism Optimizers
NICE
Star Performers
Market impact
UiPath
Different approach to
Thoughtonomy robotic process automation
Kofax Kapow than traditional RPA
Redwood WorkFusion
Softomotive
Kryon Systems
Aspirants Challengers
1 Vendors scored using Everest Group’s proprietary scoring methodology given on pages 10 to 12
Source: Everest Group (2017)
1 Everest Group estimates based on information shared as part of the RPA vendor assessment RFI and briefings up to June 2016
2 Enterprises (revenue more than US$1 billion), mid-sized (revenue more than US$25 million and up to US$1 billion), and small (revenue less than US$25 million)
3 Includes clients using their licenses through their partners (service providers, system integrators, consulting firms, etc.)
Source: Everest Group (2017)
Options for Assemble objects from Visual drag-&-drop Machine learning- Natural Language
Code the actions Record the actions
automation creation previous automations development based Processing
Client-hosted on Client-hosted on Provider-hosted, Provider-hosted, Partner-hosted, Partner-hosted,
Deployment options On Cloud
desktop/laptop server multi-instance single-instance single-instance multi-instance
Role-based access Handling of unstructured
Pre-built connectors Task scheduler Collaboration tool
controls data
Support for project Dynamic bot scaling over Run-time automation MI and performance
Disaster management
management cloud management and control analytics
Adherence to supporting
Key tool features Backward compatible Context awareness Change management Libraries of automation
methodology (6 sigma)
Credential vaults Work queues Multi-tenancy Inbuilt-version control Modularity and reusability
Product overview
UiPath has three key parts to its RPA platform: 1) UiPath Studio, which is a flowchart-based visual process modeling tool, 2) UiPath Orchestrator, which is the web-based
management console used to manage robots and processes, and 3) UiPath Robot, which are worker robots programmed to execute processes modeled with UiPath
Studio and run and managed by the UiPath Orchestrator. The robots can either run unattended in a virtual machine on a datacenter or share the same desktop with a
human agent. It can work with legacy systems, cloud, and web-based applications, and is compatible with SAP, Citrix, Java, and mainframe applications. The
management console can be used to deploy, start, stop, and schedule processes and monitor their execution. It also facilitates human-robot collaboration and business
exception handling using centralized work queues and offers fully configurable analytics and dashboards via Elasticsearch. The system includes five different access
levels depending upon roles. The solution incorporates a robust data extraction system. It can be done through objects in case of thick client (desktop application) or
through screen scraping in case of thin clients (e.g., Citrix-based systems). The company works with technology partners such as Microsoft, Google, and IBM to provide
cognitive and machine learning capabilities to handle unstructured data
1 Everest Group estimates based on information shared as part of the RPA vendor assessment RFI and briefings up to June 2016
Source: Everest Group (2017)
Availability and UiPath offers a library of pre-defined activities and has pre-built connectors that can integrate with third-party applications at the API level to
quality of product enhance its ease of use and extensibility. It features image recognition engine to support Citrix automation. In keeping with the leaders in the
features market, it has orchestrators and work queues, however, it lags them in supporting dynamic work allocation and on-demand bot scaling
It offers centralized automation management and control through its management console and leverages industry standard open- source
technology (based on Elasticsearch Kibana) to provide configurable analytics and dashboards around system and robot performance
UiPath allows its solutions to be hosted on client’s premises, on BPO partner’s server / private cloud, or public clouds such as Microsoft
Deployment and Azure. In this respect, it is in line with the market in terms of flexibility
support UiPath is in keeping with the market leaders in terms of ease of development and use, flexibility for training, and quality of professional
services. They are in the process to make their training for RPA developers available to the public on the Massive Open Online Course
(MOOC), aiming to increase UiPath skills globally
UiPath’s biggest market currently is North America, with an increasing presence in UK and Continental Europe. It has also started penetrating
Buyer coverage emerging markets such as APAC. It opened offices in Bangalore (delivery) and London (sales and new HQ). UiPath’s largest customer base
is in the Business Process Services (BPS) sector. BFSI and healthcare are the other major markets for the company
UiPath offers the more traditional subscription-based licenses. Maintenance is included in the pricing, while implementation services are
Pricing model optional, charged separately, and are provided as part of professional services
The licenses are available on a per-user basis as well as concurrent type with multiple users using the product simultaneously
The company is considering a per-transaction license and usage-based licensing model
Most of the use cases of UiPath are for automating processes within F&A. Procurement, contact centers, and HR are the other major areas
Process coverage where UiPath is used. Some clients are also using it for Global In-house Centers (GICs) / shared service center and IT automation
However, unlike several of its competitors, it has fewer use cases in sector-specific line of business processes. UiPath can be used for both
agent-assisted / partial process automation as well as end-to-end automation in the style of a virtual workforce, and is able to connect to both
front- and back-office activities
1 Everest Group estimates based on information shared as part of the RPA vendor assessment RFI and briefings up to June 2016
Source: Everest Group (2017)
Commercials Strengths
Attractive commercial proposition requiring small entry-level investment from clients
UiPath is building a strong partner network with many service providers
Opportunities
UiPath is looking to broaden its pricing model. There is opportunity to build flexibility in the subscription-based license model to
include alternatives such as gainsharing
Overall Strengths
Ease of working with the vendor, ease of coding, use & modularity of the product, and access to good training
Opportunities
Enhance patch, bug fix, change, and upgrade release services. Enhance error messaging. Improve granularity of access
management
1 Everest Group estimates based on information shared as part of the RPA vendor assessment RFI and briefings up to June 2016
Source: Everest Group (2017)
Optimizers Leaders
Market
A
success
Market impact
Mean
score
along
Portfolio mix B
Aspirants Challengers y-axis
Value
C
delivered
1 2 3 4 5 6 7
Note: In order to make a fair comparison across RPA technology vendors with different solution models, focus has been only on those parameters that are relevant
to RPA solution
Source: Everest Group (2017)
A
Market impact
Market success Company size & growth, performance, and market perception
B
Portfolio mix Depth and breadth of coverage of buyers, geographies, industry verticals, and processes
C
Value delivered Buyer satisfaction with the technology as well as the support
1
Vision & strategy Vision for the client and itself; future roadmap and strategy
2
Features Availability, flexibility, and technical sophistication of the features
Vision and capability
3
Deployment options Hosting and tenancy options available for buyers
4
Ease of use Flexibility of automation creation, integrations, and management
5
Support Training, consulting, maintenance, and other support available for buyers
6
Security & compliance Features for ensuring data security and process compliance
7
Flexibility and progressiveness of the the pricing model for processing and ancillary
Commercials
services (e.g., implementation and maintenance)
Optimizers Leaders
Offer significant capabilities enhanced with new Highly capable and flexible technology in terms of
features to challenge the leaders in the group but less features, implementation, and commercial models
mature technology High degree of impact on the market in terms of size
High degree of success in exploiting full potential of the & growth of portfolio and value delivered
existing assets for a high market impact Broad coverage of market across geographies, buyer-
Broad coverage of market across geographies, buyer- sizes, industry verticals, and processes
sizes, industry verticals, and processes Strong partnerships
Opportunity to increase reselling or deployment and
support partnerships
Aspirants Challengers
Significant capability in limited scenarios, e.g., desktop High degree of capability in terms of technology; in the
automation process of further improving the solution
Reorienting solutions to tackle enterprise-level characteristics
business processes Innovators in terms of technology that need to find the
High impact with desktop customers; enhanced right market positioning
solution likely to propel them into higher impact zone Relatively lower impact in terms of market traction and
Limited geographic presence in terms of professional coverage; however, improvements are likely to reduce
services, deployment, and support this gap
Need to improve reseller and partnership structures to
expand globally
Business Activity- or function- specific automation: Tools that are designed to be relevant only in the context of certain types of
process level activities (e.g., financial close processes, knowledge management systems and document processing)
In-house scripting & scraping Third-party & service provider Cognitive tools based on capabilities
tools software such as:
Work flow UI-based integration – Machine learning
Desktop off-the-shelf tools Rules-based automation – Natural language processing
Deterministic Deterministic – Can be both deterministic &
probabilistic
Types of data
handled
Structured data Semi-structured data All types of data including unstructured
A subset of SDA, cognitive, Cognitive tools have natural Examples of use cases:
also referred to as smart or language processing and Customer interactions
intelligent automation machine learning
software, builds a process- capabilities, which equip In-bound document
related knowledge base and them to learn from processing for contact
uses it in combination with a experience and to expand centers
set of business rules and their knowledge base Claims processing for the
machine learning algorithms Cognitive tools use insurance sector
to automate processes business rules to automate Rewards processing for the
Cognitive tools have been processes, but can also use telecom sector
widely used in IT services predictive tools to infer
IT infrastructure
and are increasingly finding some operational decisions.
management
their way into business This allows them to work out
processes the correct way to deal with
They can work on both situations that might not
structured and unstructured match pre-compiled rules
data The ability to infer what to
do can make the outcome of
their work non-deterministic
Definitions
Term Definition
Artificial intelligence Artificial intelligence is referred to as the ability of the system to use its cognitive intelligence to learn interpreting unstructured
content, use relationships and patterns to build a fuzzy structure around it, and then leverage this structure to respond in a
similar form as the input itself
Audit-trail Provision of tracking and recording changes to data with timestamp and user details
Backward compatible Capability to work seamlessly with prior versions of when an automation suite/software is upgraded
BPM tools These are process optimization solutions with capabilities of process design, execution (through workflows and orchestration
of different BPS technology systems), and monitoring (through analytics)
BPO Business Process Outsourcing refers to the purchase of one or more processes or functions from a company in the business
of providing such services at large, or as a third-party provider
Buyer The company/entity that purchases outsourcing services from a provider of such services
Change management In this context, change management refers to built-in capabilities to assist organizations with managing changes to the
specification and code of automations as part of version management and change control
Code the actions Capability to codify automation tasks via a programming language
Cognitive/smart Cognitive/smart technology refers to the ability of a system to learn how to interpret unstructured content, such as natural
automation language, and use analytical capability to derive and present inferences in a pre-defined / structured fashion. For example, a
system classifying the mood of a person into one of the pre-defined buckets based on his/her tone and language
Collaboration tool Provision to support a group of individuals working on an automation suite to accomplish a common goal by providing a
platform to collaborate on multitude of areas such as best practices, FAQs, and debug issues
Context awareness A basic degree of run-time environment intelligence that is programed into robots. This enables the robots to behave
according to pre-defined rules in response to run-time conditions and issues such as a non-responding enterprise system.
The context may be the business environment, flow triggers, etc. In some systems the robot programmer is prompted to
specify these rules, e.g., how many times to attempt to log into a system, at the time of developing the automation
Credential vaults The capacity of an automation tool to store user authentication and authorization parameters under encrypted databases
outside the instance where the automation task runs, thereby providing for secure storage of access credentials
Definitions
Term Definition
Dynamic bot scaling over Ability to rapidly add or remove automation bots on a cloud infrastructure based on demand fluctuations in real-time
cloud
FTE-based pricing Input-based pricing structure; priced per resource type with significant price differences between onshore and offshore
(e.g., per onshore clerk and per offshore clerk)
FTEs Full-Time Employees on the rolls of the company
GIC Global In-house Center (GIC) is a shared service or delivery center, owned and run by a parent organization
Handling of unstructured Capability to read/analyze data that is not in a pre-defined format with or without minimal human interactions
data
Inbuilt-version control Capability to record and show changes to an automation when it is changed or updated for software code version and release
management. This would need to have a consistent nomenclature that can assist with locating the change, its author, and
version history at a later date
Libraries of automation Out of the box, pre-programmed automations for activities that are common practice in any specific industry, e.g., identifying
the logging in fields on a system screen
Load balancing Load balancing improves the distribution of workloads across multiple robots to help increase capacity by reducing
unproductive downtime and also reliability of applications
Machine learning Pattern recognition and computational learning in artificial intelligence
MI and performance Capabilities to produce management reports – these are typically in a dashboard format that show robot performance
analytics information and provide analytics that can be used to identify trends or problems in operations
Modularity and reusability Software written in a way that allows for efficient reuse using tenets of Object Oriented Programming (OOP) where chunks of
code are written in logically differentiated blocks accomplishing subtasks that can be mixed and matched to create a multitude
of tasks
Multi-tenancy Automation suite that can support an architecture in which a single instance of the automation software can be used by
multiple clients (tenants)
Definitions
Term Definition
NLP Natural Language Processing is a cognitive intelligence-based methodology to interpret human languages
Pre-built connectors Application- or technology-specific connections to enable movement of data across the automation platforms and native
technology or applications on which they intend to run
Process mapping A process map provides a graphical depiction of main activities, information flows, interconnections, delays, and measures a
process needs to accomplish with owners of each activity, order of tasks to be processed, and error handling procedures. In
automation tools, this may allude to the capability of the tool to let designers use process maps to automate tasks and assign
bots to them with interfaces to humans for judgment-based inputs
Queueing The process of scheduling tasks in a sequential manner on a scheduler to robots
Record user actions Capability to record user actions and auto-generate underlying code
Role-based access Approach to restrict access to automation and underlying systems based on authorization (e.g., admin, user, etc.)
Rules engine Capability of an automation suite to hold and allow the execution of one or more business rules in a run-time production
environment. The rules may be dictated by business logic or are legal /regulatory in nature.
Run-time automation Real-time control and management features to provide visibility into the run-time environment and if human action is needed
management and control to ensure successful automation. Examples include robot/automation status ( e.g., running, completed, or error), alerts &
exception handling requirements and progress status, and robot performance issues that would require dynamic scaling and
load balancing
Support for project Provision for project management capabilities such as creating and sharing of gantt charts, budgets, milestones, assignments,
management and dependencies for running automation projects
Task scheduler Capability to assign tasks to bots as per pre-defined parameters (e.g., prioritization of tasks and critical paths)
Tool embedded help An in-built self-help compendium of frequently asked questions and troubleshooting procedures for the tool
Visual drag-&-drop Virtual object drag-and-drop capabilities that help program process flows visually with minimal programming, allowing
development business users to work on creating automations
What other aspects of the FIT Matrix assessment are relevant to buyers and vendors besides the “FIT Matrix position”?
The FIT Matrix position is only one aspect of the Everest Group’s overall assessment. In addition to assigning a “Leader”, “Optimizer”, “Challenger” or
“Aspirant” title, Everest Group highlights the distinctive capabilities and unique attributes of all the vendors assessed in its report. The detailed metric level
assessment and associated commentary is helpful to buyers in selecting particular providers for their specific requirements. It also helps vendors
showcase their strengths in specific areas
What are the incentives for buyers and vendors to participate / provide input to the PEAK Matrix research?
Participation incentives for buyers include a summary of key findings from the FIT Matrix assessment
Participation incentives for vendors include adequate representation and recognition of their capabilities/success in the market place, and a copy of their
own “profile” that is published by Everest Group as part of the “compendium of FIT Matrix vendors” profiles
What is the process for a vendor to leverage its FIT Matrix positioning status ?
Vendors can use their FIT Matrix positioning in multiple ways including:
– Issue a press release declaring their positioning/rating
– Customized FIT Matrix profile for circulation (with clients, prospects, etc.)
– Quotes from the Everest Group’s analysts could be disseminated to the media
– Leverage the FIT Matrix branding across communications (e-mail signatures, marketing brochures, credential packs, client presentations, etc.)
The vendor must obtain the requisite licensing and distribution rights for the above activities through an agreement with the designated Point
of Contact (PoC) at Everest Group
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