UiPath Automation Suite – Cas d'usage d'une NGO internationale basée à Genève

Nous vous convions à une nouvelle séance de la communauté UiPath en Suisse romande.
Cette séance sera consacrée à un retour d'expérience de la part d'une organisation non gouvernementale basée à Genève. L'équipe en charge de la plateforme UiPath pour cette NGO nous présentera la variété des automatisations mis en oeuvre au fil des années : de la gestion des donations au support des équipes sur les terrains d'opération.
Au délà des cas d'usage, cette session sera aussi l'opportunité de découvrir comment cette organisation a déployé UiPath Automation Suite et Document Understanding.

Cette session a été diffusée en direct le 7 mai 2025 à 13h00 (CET).
Découvrez toutes nos sessions passées et à venir de la communauté UiPath à l’adresse suivante : https://community.uipath.com/geneva/.

1. PUBLIC
UiPath –07.05.2025
UiPath Community

2. Brief historyof ourjourney
2020
•First Orchestratorand robots
2021
•Action Center
2023
•Automation Suite on Linux
2025
•Automation Suite on OpenShift

3. Automations

4. First Use Case: Bank Digitalization
Goal: This automation extract data, classify, extract
content from bank documents, and send PDF documents
to ultimate storage (SharePoint).
Automation:
1. Receive bank documentation (PDF file)
2. OCR identifies documentation type
3. Document is automatically saved in the correct
hierarchy (SharePoint)

Business Added Value:
•Reduce / eliminate number of bank
advises and documents received in
hardcopy format from our banks
•Increase efficiency in allowing people
from various sites to use the
documents
•Enable full digitalized process
Productivity:
•50 days dedicated to sort, scan, send
documents

Organizational:
•Digital Workflow
•Upskill employee to deliver value
added tasks
Volumetry:
•137000 docs since 1
st
of January 2021
How itstarted

5. Second Use Case: Payment against OFAC rules
Goal: This automation screens all payments file created
by applications and check their compliance toward OFAC
rules.
Automations:
1. Receive payment file (XML ISO20022 file)
2. Robot parse the file against OFAC rules
3. Ask human to validate if any exception raised
(Action Center)

Business Added Value:
•Eliminate human error related to
OFAC rules

Organizational:
•Reduce operational risks for our
counterparts
Volumetry:
•750000 payments pro year
How itstarted

6. 1
st
bot - Attended
2
nd
bot - Unattended
Archive Forensic Documents – Overall workflow

7. AutomaticeThankYoufor privatedonors
•In line of the Institutional Strategy, ICRC seeks to digitalize
Thank You letters to donors;
•Currently teams issues weekly Thank You letters that range
anywhere between 200 to 14.000 (in 2023 average 1.736 per
week, i.e., 90.000 per year) in four languages and assorted
by active appeals with corresponding Thank You letters.
•To speed response time, a digital version should be
promoted and is requested by an increasing quantity of
donors.

8. Excel input
file
•Contains all donor data
to be processed;
•Together with the HTML
templates, serves as
input to the process;
Digital Documents
Process
•Creates the HTML file,
replacing each donor
information in the exact
location of the template.
•Creates a list of emails
to be sent with each
donor’s information;
•Currently, it deals with
29 templates and 4
different languages;
Generic Email
Sending Process
•Sends each email
provided in the previous
file.
Process overview

9. RPA Product roadmap
9
RPA will be a role model for process excellence within the
organization.
Large parts of business processes will be automated, and
staff members will be able to invest their creativity and
motivation in what best helps people affected by war and
other situations of violence.
Stable team
Mid 2023 End 2023 2024 2025 2028
Proven ROI
Culture of
automation /
Automated
Testing
Citizen development
begin
Plus, support for
Unconnected Staff
Process
excellence