While Automation Hub represent the means for managing your automation program, its success is highly dependent on how much the employees contribute during the life cycle of the opportunities. Discover some recommendations on how to collaborate with your users during the various phases of engagement: Awareness Desire Knowledge Ability Reinforcement Recommended for: CoE Program Manager, Community Manager, BA lead, CoE Lead 👩🏻‍💻 Speaker: Iulia Istrate, Senior Director, Product Management - Automation Hub

1. Automation Hub Best Practices
Session 7: Engaging users to
contribute to the automation
program Iulia Istrate
Senior Director, Product Management
Automation Hub

2. This presentation may include forward-looking statements. Forward looking statements include all statements that are not historical facts, and in some cases, can be identified by terms
such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “project,” “will,” “would,” “should,” “could,” “can,” “predict,” “potential,” “continue,” or the negative
of these terms, and similar expressions that concern our expectations, strategy, plans or intentions. By their nature, these statements are subject to numerous risks and uncertainties,
including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those anticipated or implied in the statements.
Although our management believes that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or
events and circumstances described in the forward-looking statements will be achieved or occur. Recipients are cautioned not to place undue reliance on these forward-looking
statements, which speak only as of the date such statements are made and should not be construed as statements of fact.
This meeting is strictly confidential. By participating in this meeting, you agree to keep any information we provide confidential and not to disclose any of the information to any other
parties without our prior express written permission. Neither the information contained in this presentation, nor any further information made available by us or any of our affiliates or
employees, directors, representatives, officers, agents or advisers in connection with this presentation will form the basis of or be construed as a contract or any other legal obligation.
Safe Harbor

3. 3
1. Recap: best practices webinars
2. Engagement framework:
• Overview
• Raising Awareness
• Desire
• Knowledge
• Ability
• Reinforcement
3. Open Q&A
Agenda Slide

4. Best practices webinar series
Recap:

5. 5
How can I
understand if
Automation
Hub fits my
needs?
How do I use
the
customization
capabilities to
adapt the tool?
At the
beginning I
have a lot of
activity, but
then it slows
down
How do I
integrate
Automation
Hub with other
tools that I use?
What we hear from the customers

6. 6
July August September October November December
Automation Hub Best Practices:
Webinar Series
1 2
Getting Started
Jul 12
Large-Scale
Rollouts
Jul 26
3 4
Communicating the potential
of the automation program
Aug 23
Using right KPIs to build
a strong business case
Aug 9
FORWARD 5
Sep 27-29
2022.10 release
Oct
Reconfiguring
Automation Hub
Oct 18
7
6
Integrating with
3rd party applications
Oct 4
5
Engaging with users
Nov 1

7. 7
Iulia Istrate
Senior Director, Product Management
Automation Hub
Teodora Niculaescu (Hiritiu)
Senior Product Manager
Automation Hub
Sorin Visan
Principal Product Manager
Automation Hub
Automation Hub
team
Maria Andrukh
Senior Product Marketing Specialist
Automation Hub, Task Capture

8. 8
Session 1 – Getting Started
View session
Learn the why, what, where, and how
when it comes to setting up UiPath
Automation Hub:
• Identify bottlenecks and learn how to
address them with Automation Hub
• Customize assessments to prioritize
ideas with the highest impact, adapt
based on findings or business changes
• Run your first pilot and extend program
to other departments
• Track the adoption of the solution and
the impact it has on addressing the
bottlenecks
Target audience: CoE leads, Business Analysts

9. 9
Session 2 – Large-Scale Rollouts
View session
Understand the various options for
controlling the user’s access in
Automation Hub:
• Multi-tenancy for federated CoEs or
partners managing various customer
automation programs
• Role-based access control (RBAC) and
assigning roles by categories
• User groups / AD groups for easier access
Target audience: CoE leads, Heads of Delivery, Automation Champions, UiPath Partners

10. 10
Session 3 – Using the right KPIs to build
a strong business case
View session
Wondering how to prioritize the most impactful
ideas to increase your program’s ROI? Learn how
to customize the assessments to:
• Collect the right information from your
business users
• Compute the right KPIs relevant for the
decision-making process
• Accurately prioritize the automation
opportunities pipeline
• Confidently report to your stakeholders based
on transparent and relevant evaluation
Target audience: CoE leads, Business Analysts, Business Owners

11. 11
Session 4 – Communicating the
potential of the automation program
View session
Learn how to leverage the Automation Hub
and Insights Cloud integration to benefit
from out-of-the-box dashboard templates
indicating the evolution of your automation
program. Or, how to customize them to
answer specific questions relevant to your
organization.
Target audience: CoE leads, Business Analysts, Business Owners

12. 12
Session 5 – Integrating with 3rd party
applications via the Open API
View session
Learn how to get or send data from/to
Automation Hub via the Open API layer to:
• Submit ideas from external sources (like
chatbots)
• Integrate with Slack / Teams for bring
the key information to the target
audience
• Send data from Automation Hub to BI
tools and build custom reports
Target audience: CoE leads, Heads of Delivery, IT admins, RPA Developers

13. 13
Session 6 – Reconfiguring Automation Hub
View session
Discover how to keep Automation Hub up to
date to reflect the changes occurring in your
organization:
• Organization chart updates require
modifying the categories’ structure
• Employees attrition and frequent role
changes imply rigorous user access
management
• Business and departmental goals have a
direct impact on the KPIs to track for
optimal backlog prioritization
Target audience: IT Admins, CoE Leads, Business Analyst Leads

14. 14
Session 7 – Engaging users to
contribute to the automation program
View session
Discover some recommendations on how to
collaborate with your users during the
various phases of engagement:
• Awareness
• Desire
• Knowledge
• Ability
• Reinforcement
Target audience: CoE Program Manager, Community Manager, BA lead, CoE Lead

15. Engaging users

16. 16
Raising
Awareness
Desire Knowledge Ability Reinforcement
Engagement Zone
Driven By Sponsor Head of Dept. / Manager COE + Team Lead COE + Team Lead COE + Team Lead
Objective • Create awareness around
why Automation Hub is
needed in the organization
and how it can help (Why
do we need to automate?)
• Avoid circulation of
misinformation or rumors
• Enabling peers, managers
and direct reports to
communicate the reasons
for automation through
multiple communication
channels and throughout
the organization
• Create the desire to
participate in automation
and adopt Automation Hub
by understanding what it is
and how it will impact
individual work.
Phase I
• Ensure that all parties
involved know what to
expect from Automation
Hub in terms of time
commitment, deployment
and usage
Phase II
• Trainings & Workshops
• Ensure that knowledge
will be put into practice
by creating the
environment that would
foster the ability to
participate in Automation
• Survey the users to know
where they stand in terms
of awareness, desire,
knowledge and ability.
• Monitor to ensure
Automation
Hub adoption is
continuous
• Support, encourage and
celebrate success
Duration 2 Weeks 2 Weeks 2 weeks Ongoing Ongoing
High Level Enablement & Engagement
Enablement Zone

17. 17
Engagement Framework
Guidance note
Via CoE Program Manager
For when there is no external support, we
included in this framework a series of ready-
made templates for the communication plan
to be created.
Via Internal Communications
One of the most important part of the rollout
is the communication plan.
If you have an Internal Communications
team, call for their support to help you adapt
the framework to the company tone and
voice, create an automation intranet, include
the program in Internal Newsletters.
Via Change Manager
If you already have an automation pipeline
collection mechanism and your company has
a Change Management Department you
would benefit from their guidance to
streamline the engagement framework to
your company’s specific stage in automation
adoption.
The Engagement Framework is intended for Automation Program Managers and Sponsors as they roll out Automation Hub to business users.
The Framework is focused on individual adoption and meant to provide a foundation on which to build a plan to roll out Automation Hub by a
phased approach that is centered on the employee
How use the framework

18. 18
Table of Contents
Objective: Guide
the COE Program
Manager
thru Automation
Hub Engagement
Phases and offer
supporting
materials to meet
the objectives
of each phase.
Audience: Autom
ation Hub
future users –
Direct
Managers, SME,
Process
Owners, Business
Users
1. Engagement Overview
2. Raising Awareness
Automation Hub Resources for Awareness phase Additional resources: Raising automation Awareness
3. Desire
Automation Hub Resources by user type for Desire phase Additional resources: Driving automation Adoption
4. Knowledge
Phase I – Engaging and Onboarding Direct Managers, SME, Process
Owners
Phase II - Trainings & Workshops
Automation Hub Resources by user type for Knowledge phase Additional resources: Finding Processes to Automate
5. Ability
Pulse Survey
6. Reinforcement
Additional resources: Showcasing Success
7. Automation Hub resources for COE
8. Automation Hub resources for Organizational Change Management

19. 19
Raising
Awareness
Desire Knowledge Ability Reinforcement
Engagement Zone
Driven By Sponsor Head of Dept. / Manager COE + Team Lead COE + Team Lead COE + Team Lead
Objective • Create awareness around
why Automation Hub is
needed in the organization
and how it can help (Why
do we need to automate?)
• Avoid circulation of
misinformation or rumors
• Enabling peers, managers
and direct reports to
communicate the reasons
for automation through
multiple communication
channels and throughout
the organization
• Create the desire to
participate in automation
and adopt Automation Hub
by understanding what it is
and how it will impact
individual work.
Phase I
• Ensure that all parties
involved know what to
expect from Automation
Hub in terms of time
commitment, deployment
and usage
Phase II
• Trainings & Workshops
• Ensure that knowledge
will be put into practice
by creating the
environment that would
foster the ability to
participate in Automation
• Survey the users to know
where they stand in terms
of awareness, desire,
knowledge and ability.
• Monitor to ensure
Automation
Hub adoption is
continuous
• Support, encourage and
celebrate success
Duration 2 Weeks 2 Weeks 2 weeks Ongoing Ongoing
High Level Enablement & Engagement
Enablement Zone

20. 20
Driven by: Sponsor
Objective:
• Create awareness around WHY Automation Hub is needed in the organization (Why do we need to automate?)
• Avoid circulation of misinformation or rumors
• Enabling peers, managers and direct reports to communicate the reasons for automation through multiple communication channels and throughout
the organization
Questions to answer
• Why is Automation Hub necessary and why now?
• What will happen if we don't use Automation Hub?
Communication
Channels:
Org newsletter, announcements or dedicated announcement
• Sender: Sponsor - Executive/Senior Management/Head of Dept.
• The audience: all below and partner teams
• Messaging: Why do we need to automate and what are the risks if we don’t- Video -> Why Automate.
Intranet (COE /Automation dedicated intranet pages) – can be used to educate about automation (See slides with content that can be shared on an
intranet page offering information about Automation for each Roll-out phase).
• Announcement + video – Why automate.
All hands meetings
• Topic – Why automate and how this serves our business.
Timeline • 6 Weeks before launch
Raising
Awareness
Desire Knowledge Ability Reinforcement

21. 21
Automation Hub Resources for
Awareness phase:
Direct Manager / Team Lead Process Owner Submitter
Animated product overview
X X X
How to Automate Your Business:
Five Operational Automation Best
Practices
X
Elisa scales automation business
value with Automation Hub and Task
Capture
X

22. 22
Raising RPA Awareness
Collateral classification C-level Business Unit Mgrs. Employees
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
Marketing
Materials
Templates
DIY
Manuals
Event
Materials
Pre-
recorded
Webinars
Customized
Collateral
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of automation
awareness and understanding
throughout the different
stakeholders in the
organization
The marketing mix will help
answer question such as
‘What is automation?’, ‘How
will automation improve my
process?’, ‘How does it
enable, or tie into AI?’, etc.
PPT Decks
• What is RPA? Top Down Approach
• What is RPA? Bottom Up Approach
• The Automation First Era
Pre-recorded webinars
RPA Webinar Series Part 1: What Is Robotic Process
Automation?
Build a Thriving Enterprise in the Era of Automation First
Podcasts
Robot Revolution: Talking RPA with Executives from UiPath
and Jolt Advantage Group
Background material for team/
management/ company meetings
Meeting outcome (requests for
follow up meeting, more
information, etc.)
• Upload to the company portal
or automation portal
• Share via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates

23. 23
Raising RPA Awareness (continued)
Collateral classification C-level Business Unit Mgrs. Employees
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
Marketing
Materials
Templates
DIY
Manuals
Event
Materials
Pre-
recorded
Webinars
Customized
Collateral
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of automation
awareness and understanding
throughout the different
stakeholders in the
organization
The marketing mix will help
answer question such as
‘What is automation?’, ‘How
will automation improve my
process?’, ‘How does it
enable, or tie into AI?’, etc.
Useful Links
A Q&A on RPA / UiPath blog
RPA glossary of terms / UiPath blog
The Digital Workforce is here. Understanding and Exploring
Robotic Process Automation (RPA) / Deloitte
What is RPA? How does it work? Top RPA tools of 2019 / AI
Multiple
How C-Suite Leaders Are Staying Competitive With RPA /
UiPath blog
Debunking RPA Myths: Getting Started with Automation is Not
Difficult / UiPath blog
• Upload to the company portal
or automation portal
• Share via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates

24. 24
Raising RPA Awareness (continued)
Collateral classification C-level Business Unit Mgrs. Employees
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
Marketing
Materials
Templates
DIY
Manuals
Event
Materials
Pre-
recorded
Webinars
Customized
Collateral
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of automation
awareness and understanding
throughout the different
stakeholders in the org.
The marketing mix will help
answer question such as
‘What is automation?’, ‘How
will automation improve my
process?’, ‘How does it
enable, or tie into AI?’, etc.
Videos
The story of work
The Story of Work: Innovation
Do you know why robots are here? (short version)
Introducing the UiPath Enterprise RPA Platform
Introducing the UiPath Enterprise RPA Platform (short)
Industry/solution specific videos: engineering, IT, legal, finance,
call centers.
• Background material for team/
management/ company
meetings
• Upload to the company portal
or automation portal
• Shared via email or newsletter
• Meeting outcome (requests for
follow up meeting, more
information, etc.)
• Number of clicks/views on the
portal
• Email open and click rates

25. 25
Driven by COE + Head of Dept / Manager
Objective • Create the desire to participate in automation and adopt Automation Hub by understanding what it is and how it will impact individual work
Questions to answer
• What's in it for me (WIIFM)?
• What are the benefits of Automation Hub for the organization?
• Why should I get on board?
Communication
Channels
• Organizational newsletter, announcements or dedicated announcement
• Intranet
• All hands meetings
Activities
• Workshops prior to launch
• explaining automation and analyzing processes to see which processes can be automated / Alternative in Knowledge phase.
• L1 – COE + SME (process owners) + Direct Manager / Team Lead
• Working session to set up flows and identify 2-3 projects that will be submitted in Automation Hub and will serve as case studies in
trainings/ Alternative in Knowledge phase.
Timeline • 4 Weeks before launch
Awareness Desire Knowledge Ability Reinforcement

26. 26
Automation Hub Resources for Desire
phase:
Direct Manager / Team Lead Process Owner Submitter
Do you know why Robots are here?
X X X
Watch an automation go from idea
to reality with UiPath Automation
Hub!
X

27. 27
Driving Automation Adoption
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of employee
participation & cooperation
with the automation program;
fear of bots replacing
employees
The marketing mix will help
answer question such as
‘Why should I embrace
automation?’, ‘How does it tie
into our strategy?’, ‘What's it's
value from a career
standpoint?’ etc.
PPT Decks
• What is RPA? Top Down Approach
• What is RPA? Bottom Up Approach
White paper / thought leadership
• The Impact Of RPA On Employee Experience - a Forrester
study commissioned by UiPath
Infographic
• RPA Overview Infographic
• Background material for team/
management/ company
meetings
• Upload to the company portal
or automation portal
• Meeting outcome (requests for
follow up meeting, more
information, etc.)
• Number of clicks/views on the
portal
• Email open and click rates
• Background material for team/
management/ company
meetings
• Upload to the company portal
or automation portal
• Share via email or newsletter
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral

28. 28
Driving Automation Adoption (cont’d)
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of employee
participation & cooperation
with the automation program;
fear of bots replacing
employees
The marketing mix will help
answer question such as
‘Why should I embrace
automation?’, ‘How does it tie
into our strategy?’, ‘What's it's
value from a career
standpoint?’ etc.
Videos
• Do you know why robots are here? (short version)
• Industry/solution specific videos: engineering, IT, legal,
finance, call centers.
DIY - Videos
• Testimonials-in-a-box – easily create short video testimonials
of employees and managers who use the bots and can attest
to their value.
Template - Newsletter
• RPA newsletter - promote success stories, recognize
valuable team members, and highlight positive results.
• Background material for team/
management/ company
meetings
• Upload to the company portal
or automation portal
• Share via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates
• Create a weekly/monthly
cadence to share automation
positive stories with your
organization via newsletter
• Number of testimonials
produced
• Number of clicks/views
• Number of requests to
participate in videos
• Number of subscribers
• Open, click rates
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral

29. 29
Driving Automation Adoption (cont’d)
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of employee
participation & cooperation
with the automation program;
fear of bots replacing
employees
The marketing mix will help
answer question such as
‘Why should I embrace
automation?’, ‘How does it tie
into our strategy?’, ‘What's it's
value from a career
standpoint?’ etc.
Useful links
The Impact of RPA on Employee Engagement, a Forrester
Consulting Thought Leadership Paper (commissioned by
UiPath)
78% of UK office workers are confident their jobs will survive
automation / verdict.co.uk
Will robots take all our jobs? Unlikely, says economist Andrew
Scott
The value of robotic process automation / Mckinsey
Five Keys to Unlocking the Benefits of RPA for Enterprises /
Everest Group
Do you know RPA? It might help with what keeps you up at
night! / PWC
15 RPA Benefits Compiled from Top Sources / AI Multiple
• Upload to the company portal
or automation portal
• Shared via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral

30. 30
Driven by COE + Team Lead / Direct Manager
Objective
• Ensure that Team Lead / Direct Manager know what to expect from Automation Hub and how to expect in terms of deployment and usage
(Phase I)
Automation Hub Roadshow
Planning
• Meetings – COE engages and onboards Direct managers, SME, Process Owners
• Set expectations, understand roles and plan next steps.
• Seek out strategic early adopters (Champions): staff members that are not too technically savvy but are excellent
communicators. Concentrate your efforts on first training these key influencers to act as a catalyst to encourage and
train/support other staff members
• Workshops L1 – COE + SME (process owners) + early adopters
• Working session to set up flows and identify 2-3 projects that will be submitted in Automation Hub and will serve as examples
in trainings
• Identify and list process repositories / owners if needed.
• Plan communications, trainings, onboarding and engagement (Automation Hub Roadshow Planning)
Timeline • 4-0 Weeks before launch
Awareness Desire Knowledge Ability Reinforcement
Phase 1

31. 31
Driven by COE + Team Lead / Direct Manager
Objective • Trainings & Workshops (Phase II)
Phase two – Go on Tour!
Driven by: COE Program Manager with Direct Manager’s support – invites to be sent by Direct managers
• Training and workshops
• Session 1: SME to present processes that are in scope + Process repository, process owners + introducing COE/ (Alternative - COE to be
invited in all hands/team meetings)
• Session 2: What is automation and Automation Hub training – call for ambassadors!
• Session 3: Workshops series per process – Direct Manager/TL + ambassadors + team members
• Session 4 – after workshops to share the outcomes.
• Ensure Access to information – Repository, SME
Timeline • 4-0 Weeks before launch
Awareness Desire Knowledge Ability Reinforcement
Phase 2

32. 32
Automation Hub Resources for
Knowledge phase:
Team Lead Process Owner Submitter
UiPath Academy course: UiPath
Automation Hub Overview
Watch an automation go from idea
to reality with UiPath Automation
Hub!
X X X
Automation Hub Demo: what's in it
for Business Users?
X X X
Basics of Process Discovery X X
UiPath Academy course: UiPath
Automation Hub Deep Dive
X
Best Practices for Building and
Managing Your Automation Pipeline
X X
Phase 1

33. 33
Automation Hub Resources for
Knowledge phase:
Team Lead Process Owner Submitter
Automation Hub - Starting as a
Standard user
X
Starting as an Idea Approver X
Starting as an Authorized user X X
Submit an idea X X X
Employee driven assessment X
Assessing Processes for RPA
Opportunities
X X
Uncovering Automation Champions
with Automation Hub
X
Phase 2

34. 34
Finding Processes to Automate
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Limited automation pipeline.
The marketing mix will help
answer question such as
‘Which types of
processes should I
automate?’ and ‘How do I
Identify them?’
PPT Decks
• Assessing Processes for RPA Opportunities
• Basics of Process Discovery
Useful links
5 Factors in Choosing Which Processes to Automate / UiPath
Blog
How to choose the right processes to automate / human-
plus.co.uk
RPA Success Lies in Selecting the Right Processes /
morganfranklin.com
20 RPA Pitfalls & the Checklist for Avoiding Them [2022
update] / aimultiple.com
• Background material for team/
management/ company
meetings
• Meeting outcome (requests for
follow up meeting, more
information, etc.)
• Upload to the company portal
or automation portal
• Shared via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral

35. 35
Finding Processes to Automate
(continued)
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Limited automation pipeline.
The marketing mix will help
answer question such as
‘Which types of
processes should I
automate?’ and ‘How do I
Identify them?’
Videos
Chet Chats RPA E1: What Process Should I Automate First?
UiPath DevCon 2019: Identifying the Right Processes for
Automation
NextEra and UiPath: Better Employee Experience and Faster
ROI
Scale Your Automation Program with This 7-Pillar Framework
How do you figure out what to automate? Meet UiPath
Automation Hub
Watch an automation go from idea to reality with
UiPath Automation Hub
• Background material for team/
management/ company
meetings
• Upload to the company portal
or automation portal
• Shared via email or newsletter
• Meeting outcome (requests for
follow up meeting, more
information, etc.)
• Number of clicks/views on the
portal
• Email open and click rates
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral

36. 36
Finding Processes to Automate
(continued)
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Limited automation pipeline.
The marketing mix will help
answer question such as
‘Which types of
processes should I
automate?’ and ‘How do I
Identify them?’
Pre-recorded webinars
Best Practices for Building and Managing Your Automation
Pipeline
Scale RPA with the right COE and Process Selection
Transform productivity with automations that span departments
and core systems: The UiPath CoE story
Automation at Light Speed
Events
Hackathons - focused coding marathons, between 8 to 48
hours, where developers compete in small teams to bring to life
the next generation of automations for the organization
• Upload to the company portal
or automation portal
• Shared via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates
• Customers will plan the event
with their CSM to identify time,
location, participants and
other resources
• Number of attendees
• Number of ideas for process
automation
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral

37. 37
Driven by COE + Head of Dept/ Team Lead
Objective • Ensure that knowledge will be put into practice by creating the environment that would foster the ability to participate in Automation
Activities
• Make sure time is allocated for improvements: Create a “Move Faster with Automation”/”Automate MORE” program within the team to encourage
time dedicated to process automation proposals.
• Make sure that Automation Hub is linked form intranet sites, employee’s apps/tools repository, etc.
• Ensure that individuals have access to all information needed, process owners and SME for consulting before submitting an idea – Process
owners and repository is easily accessed, and a SME are available for conversations
• Ensure all team members have access granted in Automation Hub
• Ensure that they know where to find support for Automation Hub and processes
• Run a survey to evaluate the current understanding and engagement
Timeline • Ongoing
Awareness Desire Knowledge Ability Reinforcement

38. 38
Awareness
questions
❑ Have you heard about a
process automation
initiative within our
company?
Desire
questions
❑ Do you believe your work
could bring more value to
both you & the company
if certain repetitive tasks
are no longer on your
plate?
❑ In which way would you
like to be involved when
an activity is being
automated?
Knowledge
questions
❑ Can you identify at least 3
activities in your team’s
regular activity that could
be handled in an
automated manner?
❑ On a scale from 1 to 5,
how rule-based are these
activities?
Ability
questions
❑ On a scale from 1 to 5,
how encouraged are you
to allocate time for:
❑ Thinking about new
automation
opportunities
❑ Providing input and
feedback during the
implementation phase
❑ I have access to the
resources (e.g. material,
equipment, technology) I
need to do submit an
automation idea
❑ Do you already have an
account in Automation
Hub?
“Is it working?”
questions
❑ Are you aware of at least
one automation idea
(from your team or other
teams) which was
implemented and which
you consider it had a
significant impact?
❑ I feel that I can do my job
better than before.
❑ How often is the
automation process
discussed in your team?
Pulse Survey Questions

39. 39
Driven by COE + Team Lead
Objective
• Monitor to ensure Automation Hub adoption and usage are continuous
• Support
Activities
• COE & Champions can have a by-weekly open call announced to all Automation Hub Users and they can join the call to ask for advice/support
when needed (office-hours)
• Include Automation Hub-related achievements in Monthly team calls – share the new automations and celebrate the people who
proposed/upvote/participate – Scorecard
• Share gamification accomplishments of the tea.- Leaderboard
• Select project of the month and celebrate it.
• Share your success with partner teams
• Include Automation accomplishments in Organizational Newsletter
• Follow up on Pulse Survey – the survey results will show you the areas you need to retrain Business users
Timeline • Ongoing
Awareness Desire Knowledge Ability Reinforcement

40. 40
Showcasing Success
RPA Team Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Limited awareness of
automation success and
positive ways automation is
changing how employees are
working.
The marketing mix will answer
questions such as ‘Is
automation for real or just
hype?, "Are my co-workers
really benefiting from, and
happy about, robots in the
workplace?".
Template - Newsletter
Automation newsletter - promote success stories, recognize
valuable team members, and highlight positive results.
DIY - Videos
Testimonials-in-a-box – easily create short video testimonials of
employees and managers who use the bots and can attest to
their value.
Events
Milestones celebrations – celebrate automation achievements
(such as first bot live, first X processes completed, etc.) and
invite all stakeholders to take part.
• Create a weekly/monthly
cadence to promote
automation success within
your organization via
newsletter
• Number of subscribers
• Open, click rates
• Customers will plan the event
with their CSM to identify time,
location, participants and
other resources
Marketing
Material
Templates
DIY
manuals
Event
Materials
Pre-
recorded
Webinars
Customized
collateral
• Number of attendees
• Number of ideas for process
automation

41. 41
Getting Started with Automation Hub
Quicklinks:
❑ Starting as System Admin
• Manage Users
• Platform Set up
❑ Starting as a program manager
❑ Get going guide
❑ Submit a COE Driven Idea
Intro Videos:
❑ Animated Automation Hub overview
❑ Automation Hub Demo - what's in it for CoE?
UiPath Academy:
❑ UiPath Automation Hub Overview
❑ UiPath Automation Hub Deep Dive
❑ Automation Hub for Citizen Developers - Academy
Course
Webinars:
❑ Best Practices for Building and Managing Your
Automation Pipeline
❑ Automation Hub best practices - Session 1: Getting
Started
❑ Automation Hub best practices - Session 2: Large-
scale Rollouts
❑ Automation Hub best practices - Session 3: Using the
right KPIs to build a strong business case
❑ Automation Hub best practices- Session 4:
Communicating the potential of the automation
program
Automation Hub Resources for COE
Articles:
❑ How to Automate Your Business: Five Operational
Automation Best Practices
❑ The Future of Process Discovery: Why Continuous
Discovery is the Way Forward
Success Story:
❑ Elisa scales automation business value with
Automation Hub and Task Capture
❑ Carlsberg Leverages Intelligent Automation and
Automation Hub | UiPath
CFD:
❑ UiPath Automation Hub: Discover and manage
automation opportunities in one place
Stay up to date:
❑ Automation Hub site
❑ Automation Hub Release notes
❑ Automation HUB Technical Support

42. 42
Organizational Change Management
Collateral classification C-level Business Unit Mgrs. Employees
Automation Team
Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
Marketing
Materials
Templates
DIY
Manuals
Event
Materials
Pre-
recorded
Webinars
Customized
Collateral
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of employee
participation & cooperation
with the automation program;
fear of bots replacing
employees
The marketing mix will help
answer question such as
‘How to manage the
change?’, ‘How to reduce fear
of automation?’ ‘What's it's
value from a career
standpoint?’ etc.
White paper / thought leadership
• Why Robots will be the best thing to happen to your career –
a UiPath e-book
• The way we work - a UiPath whitepaper
• Making work matter - why eliminating tedious tasks
increases happiness at work
Useful Links
How Change Management Strategies at Cision and Morgan
Stanley Drive Automation Adoption / UiPath blog
Robotic Process Automation is the future of jobs, not job losses
/ Aithority.com
It’s all about people: Dispelling the five myths of process
automation / Silicon Angle
• Background material for team/
management/ company
meetings
• Upload to the company portal
or automation portal
• Share via email or newsletter
• Meeting outcome (requests for
follow up meeting, more
information, etc.)
• Number of clicks/views on the
portal
• Email open and click rates

43. 43
Organizational Change Management
(continued)
Collateral classification C-level Business Unit Mgrs. Employees
Automation Team
Challenge
What objectives are difficult
to achieve?
What to Use:
What Marketing Materials are best?
Marketing
Materials
Templates
DIY
Manuals
Event
Materials
Pre-
recorded
Webinars
Customized
Collateral
How to Use:
How should these materials
be used?
How to Measure:
What are credible success
metrics?
Lack of employee
participation & cooperation
with the automation program;
fear of bots replacing
employees
The marketing mix will help
answer question such as
‘How to manage the
change?’, ‘How to reduce fear
of automation?’ ‘What's it's
value from a career
standpoint?’ etc.
Useful Links (continued)
Robotic Process Automation (RPA): How to persuade skeptics /
The enterprise project
From jobs to superjobs / Deloitte
RPA and the Future of Work / Rob King on medium.com
State Auto taps RPA to cut costs — and transform its workforce
/ CIO
Software robots: the answer to a more productive, engaged
workforce / TechNative
Three Reasons Enterprise Change Management Efforts Fail
• Upload to the company portal
or automation portal
• Share via email or newsletter
• Number of clicks/views on the
portal
• Email open and click rates

44. Open Q&A

45. Thank you!
automation-hub@uipath.com

46. 46
UiPath Technology Integrations Series
Oct – Dec 2022
Register here >> https://bit.ly/3rOWnR1

47. 47
UiPath Community and UiPath Academic Alliance invite you to immerse yourself in this
first-time virtual event, where you’ll have the opportunity to engage with and be inspired by
a passionate community of certified educators and learning professionals.
Automation Education Summit
Register and join us in shaping the
future of education with automation:
https://bit.ly/UiPathEduSummit

48. 48
Last date to apply – Dec 10th