ALTERYX UIPATH

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Alteryx UiPath Brief 1A LT E R Y X U I P A T H :Accelerating Outcomes withAnalytic Process Automation (APA)& Robotic Process Automation (RPA)Transform your insightsand your organizationwith APA RPA.As organizations continue to digitally transform business processes by adopting andembedding modern technology into their operations, they are seeing unprecedentedgains in efficiency and cost savings. But for a long time, these efficiency gains havebeen reserved for the most digitally-advanced companies.Business processes relying on manual handoffs and legacy technologies lackautomation capabilities, inhibiting digital transformation and leaving organizationswith a continued reliance on manual, costly solutions laden with risk.Whether it’s a team of people performing manual tasks to collect, input, or routedata to another part of the organization or working with a siloed system that containsmission-critical information, the effort to find meaningful insights can look herculeanwhen contrasted to the seamlessly connected ecosystem of modern analytics andprocess automation technology.P R OV E NO R G A N I Z AT I O N A LI M PA C T S O F A PA R PA :1. Faster analytic and data science outcomesfor actionable business decisions2. Fully-optimized and automatedintelligent business processes3. An engaged workforce that experiencesfast, self-service upskilling to drivegreater outcomes4. Capital-efficient digital transformation5. Measurable ROI across four areas:Revenue and cost optimization, improvedservice delivery, efficiency gains, andrapid workforce upskillingAnalytic Process Automation (APA) and robotic process automation (RPA) enableentire organizations to realize a fully-connected business. Together, APA and RPAingest data seamlessly from its source, analyze and interpret it, and then either injectit into operational systems for automated actions or share with organizational leadersto make faster, more confident decisions. Below, we’ll show you how APA RPA helpyou go from legacy and outdated to streamlined and automated.ALTERYX PLATFORM IMPACTCUSTOMERS REALIZING BUSINESS & WORKFORCE ROI IN FOUR AREASTRANSFORMING BUSINESS OUTCOMESTOP LINE GROWTHBOTTOM LINE RETURNTRANSFORMING WORKFORCESEFFICIENCY GAINSPERPETUAL UPSKILLING 1.5B 80M99.4%50,000Top 5RetailerTop 3Passenger AirlineLarge National RetailerBig 4 Consulting FirmDaily MerchandisingOptimization for 100%SKU’s in 2000 storesDiscovery and analysis ofunused Rewards in CustomerLoyalty programAutomation of parcel routingand deliveriesManagement, tax, auditconsultants 40M 20M757%2000 F500 ManufacturerHealthcare ProviderTop 5 Organic GrocerTop 50 Global BankAutomating customer LTVanalytics and campaignsAnnual savings by reducingunwarranted clinicalvariations in healthcare deliveryPricing Optimization,Standardization and DeliveryTimelinessAutomation across LOB’sincluding Trading, Finance,Tax, Client ServicingSales IncreaseRevenue IncreaseTop-line revenue growth in 1 yrReturned to the Bottom LineAnnual SavingsOn-time Parcel DeliveriesPeople Upskilled11% Cost Saving in All InboundFreight CostsEfficiency ImprovementPeople Upskilled 2020 Alteryx, Inc.V I S I T A LT E R Y X U I P A T HA PA R PASOLUTION BRIEF1

A LT E R YXP L AT F O R M S Y S T E MREQUIREMENTSFor a complete list of systemrequirements and supported datasources, visit:www.alteryx.com/platformAPAAlteryx Analytic Process Automation (or APA) is the convergence of the analyticslifecycle, including analytics, data science, and process automation.With APA, business professionals can easily connect to nearly all their organization’sdata, transform and enrich it, and produce actionable insights that can be presentedor written to a data management system or business intelligence (BI) dashboards.Finally, it can be fed back through another data process.However, even with automated, end-to-end analytics, there are still hard-to-reachdata sources that require human intervention. This data rests within legacy systemsthat don’t have APIs, websites, or even documents. This is where robotic processautomation (RPA) becomes irreplaceable.RPAWith the UiPath Platform, automation specialists can emulate the actions of ahuman interacting with software to capture, manipulate, store, and send datathrough a digital system. UiPath enables organizations to build robots thatcommunicate with enterprise systems, including Alteryx.Where many software programs and platforms require custom connectors orsoftware developers to write complex code that few can understand, UiPath RPA issoftware agnostic and can natively connect to nearly any digital system. Users canbuild robots through a modern interface to connect otherwise disconnected systems.This extends the life of legacy technology within an organization — even when suchtechnology is not able to integrate with more modern counterparts.APA RPAWith the power of UiPath RPA and Alteryx APA, robots can capture data fromthese legacy systems. The resulting dataset can be used to trigger the start of anAlteryx workflow, taking it through an automated analytics journey for cleansing,transformation, joining, modeling, analyzing, and more.The resulting insights, actions, and time-savings are nothing short of gamechanging.Organizations with a more mature data and analytics infrastructure can also usedata pulled from UiPath robots to develop predictive and prescriptive outcomes.The data can be extracted from various point solutions and delivered to predictive,machine learning (ML), natural language processing (NLP), and other advancedmodels to inform on risk, inventory, and customer sentiment. UiPath robots canalso be used for “the last mile” of automation, inputting analytics outcomes intooperational systems for action.Essentially, organizations can achieve end-to-end connectivity and alignmentacross departments in a way not possible before. The below diagram depicts howthis plays out.VI S I T T H E R PA D I S T R I C TI N A LT E R Y X G A L L E R YAlteryx UiPath Solution Brief 2

ROBOTIC ANALYTIC PROCESS AUTOMATIONUNLOCKING & ACCELERATING BUSINESS VALUERPA AUTOMATINGHIGH VOLUMEAPA AUTOMATING ANALYTIC PROCESSES & OUTCOMESTASKSBots collect datafrom non-APIsources e.g. GreenScreen, SiteScraping,Unstructured DocsValidate & CrossreferenceBots Trigger anAutomatic AlteryxWorkflowHigh VolumeRepeatableTasksRPAAUTOMATINGOUTPUT TASKSDATAQUALITY PREPARATIONDATAENRICHMENT INSIGHTSDATASCIENCE DECISIONSAll sources, 80 inputs,all data typesGeospatial Analytics(Mapbox/TomTom)Code-free Data ScienceDrag-n-DropCleansing BlendingOCR NLPPredictive Auto ML Feature EngineeringInteractive Exploration Visual ProfilingInlineDescriptive AnalyticsCode-Free Predictive Prescriptive AnalyticsInlineCalculations TransformationsConsumer BusinessInsights (D&B, Experian)Model Ops GovernanceWhat ishappening?What shouldhappen?What willhappen?Alteryx AutomaticallyTriggers a BotAlteryx publishes toRPA and writes dataout to systems withouta connector e.g.,inputting data from ananalytics outcome intoSAP such as‘predictive inventory’High VolumeRepeatableTasks2 2020 Alteryx, Inc.2APA & RPA in ActionThe toughest part about using this technology combination is deciding which usecases are best suited for each technology and, moreover, deciding which technologyis best suited to handle the different parts of the analytic process.When organizations decide to invest in both APA and RPA, there are a few commonconditions within their scenario that help craft a blueprint on how to go aboutarchitecting an automation solution.When evaluating each use case, consider this overarching question: Do theoutcomes of your process require human supervision and/or interpretation? If theydo, then APA is likely the solution for that process. For unattended processes that donot require human intuition, RPA should be used for automated input and output ofanalytical processes.After this determination has been made, keep these platform capabilities in mind tohelp craft the right solution:A N A LY T I C P R O C E S SAUT O M AT I O N ( A PA )ROBOTIC PROCESSAUT O M AT I O N ( R PA )Automates data ingestion from structured and semistructured files, databases, and APIsAutomates human interactions with nearly any digitalsystem (greenscreen tech, forms, folders, files, enterprisesoftware systems, cloud systems, etc.)Drag-and-drop analytic building blocks to wrangle,prepare, profile, explore, cleanse, transform, and blenddata for analytic outcomesSaves, moves, and copies files to feed and pull fromanalytic processesRich self-service analytic modeling includingdescriptive, diagnostic, and spatial analyticsRun user-defined scripts, programs, and storedprocedures regardless of where they reside within anorganization’s technology infrastructureAdvanced analytic modeling including predictive,prescriptive, natural language processing, text mining,and sentiment analysis“Last mile” for machine learning and advanced analytics.Robots can act upon analytic outcomes and update thesystems that rely on those resultsScalable analytic apps to enable organization toparameterize and run analytic models as neededInputs data into non-API sources such as online forms,VDIs, and legacy systemsAutomated output of analytic outcomes to datavisualization tools, BI tools, files, databases, APIs, andRPA botsRun reports, extract and inject results into a wide array offile types including Microsoft Excel and CSVVI S I T T H E R PA D I S T R I C TI N A LT E R Y X G A L L E R YAlteryx UiPath Solution Brief 3

APA & RPA for Your IndustryAPA & RPA can work in every industry, but below are two snapshots of commonindustries to help you visualize how APA RPA plays out in real life.TAX AND FINANCEUse CasesA PA Automate data extraction fromconnectable sources (API,database, cloud/hybrid or sourcefed through RPA bot) Prep & blend tax and financedataA LT E R YXP L AT F O R M S Y S T E MREQUIREMENTSFor a complete list of systemrequirements and supported datasources, visit:www.alteryx.com/platform Perform advanced taxcalculations, including predictiveinsights for future liabilities,accurate forecasts, andactionable next stepsR PA Access ERP systems and exportbalances Login and retrieve exports fromfinance systems Retrieve and validate accountswith previous tax periods Reconcile cross-departmentaltransactions Retrieve outputs from APA andupload into appropriate systemsOutcomes and BenefitsWhen tax departments successfully leverage the Alteryx APA Platform andthe UiPath Platform, they can automate previously manual processes with theassurance that hard-to-reach data sources are seamlessly connected to theanalytic processes that perform the calculations and analysis.UiPath robots automate the tedium of logging into websites and housing taxforms or financial records. They also input the criterion of the data they want toretrieve and then save the results to a data management or file storage system.An Alteryx analytic model is then triggered to pick up those results, prepare andanalyze them to whatever end system necessary, and then deposit the results foranother UiPath robot to pick them up and deliver them to their final source.Rather than devoting valuable human time, reasoning, and intuitionto simple tasks, such as high-volume, repetitive interactions with alegacy (but still critical) system, organizations can redeploy that humanattention to more complex, value-added tasks that lead to transformationaloutcomes. Human intervention and corresponding errors are eliminated fromthe process.VI S I T T H E R PA D I S T R I C TI N A LT E R Y X G A L L E R YAlteryx UiPath Solution Brief 4

S U P P LY C H A I N F O R R E T A I L C P GUse CasesA PAAbout AlteryxAs a global leader in analyticprocess automation (APA),Alteryx unifies analytics, datascience and business processautomation in one, end-to-endplatform to accelerate digitaltransformation. Organizations ofall sizes, all over the world, rely onthe Alteryx Analytic ProcessAutomation Platform to deliverhigh-impact business outcomesand the rapid upskilling of theirmodern workforce. 1 888 836 4274www.alteryx.comAbout UiPATHUiPath has a vision todeliver A Robot for EveryPerson, one where companiesenable every employee to use,create, and benefitfrom the transformative power ofautomation to liberate theboundless potential ofpeople. Only UiPath offers anend-to-end platformfor automation, combining theleading Robotic ProcessAutomation (RPA) solution with afull suite of capabilities thatenable every organization toscale digital business operationsat unprecedented speed.R PA Automate demand data input fromconnected sources (API, database, orsource fed through RPA bot) Extract data from externalprocesses in real-time to enableanalysis and dynamic outcomes Create predictive demand models Prepare the extracted data to beanalyzed by APA Compare running demand forecastto six-year validated master plan orguidance Match demand to supply planning Deliver insights to unique conditionsthat create increases or decreases indemand Continually train models based onobserved demand and sensitivitiesover time Provide interface to APA toingest data for further analyticprocesses Prepare APA outcomes forexport Interface and feed analyticoutcomes into externalworkflow for unassisted processOutcomes and BenefitsTo capture and process the fast-paced data collection and the near-real-timeactioning required in retail and CPG supply chains, RPA and APA are essential.Sales data is constantly funneled from point-of-sale systems, then captured byUiPath robots that aggregate and organize it. Finally, it’s sent to Alteryx to trainanalytic models to help make sense of what’s happening through every saleschannel.With a clear vision of what sells, when and where it sells, and to whom, analystsand data scientists can train Alteryx predictive models to drive decisions andaccurately fuel a retail supply chain. UiPath robots pick up the analytic outcomesand send them downstream to other systems or databases within the supply chainecosystem ensuring that the proper actions are taken.With Alteryx APA and UiPath RPA, retailers and CPG companies can automateprocesses in the supply chain, distinguishing between attended and unattendedprocesses to reduce time to action, mitigate risk, and empower analysts andbusiness leaders to employ human intuition to adapt to changes and takeadvantage of market opportunities.Alteryx is a registeredtrademark of Alteryx, Inc.VI S I T T H E R PA D I S T R I C TI N A LT E R Y X G A L L E R YAlteryx UiPath Solution Brief 5

Alteryx UiPath Solution Brief 3 APA & RPA in Action The toughest part about using this technology combination is deciding which use cases are best suited for each technology and, moreover, deciding which technology is best suit