🏆 Once you complete this learning plan, you will unlock the credential. You can access it from My Dashboard under the Achievements tab.

About the Showcasing IDP Solutions with UiPath training

This course is designed specifically for Sales Engineers who are looking to leverage the Intelligent Document Processing (IDP) solution of UiPath to address the communication and document processing needs of customers. The course provides an in-depth understanding of how to position and demonstrate our AI-powered automation in solving the challenges of document-intensive workflows. As Sales Engineers, you will gain the skills needed to create compelling proof of concepts that resonate with stakeholders and align with their business requirements.

We begin by exploring the key goal of our IDP solution: enabling seamless end-to-end automation of document processing tasks, from data extraction to validation and integration. You'll learn how our IDP solution tackles common automation challenges in document-heavy processes. Using a customer order management scenario, the course illustrates how our IDP solution can be applied in real-world settings. This scenario will serve as a reference point for you to develop tailored proof of concepts that meet the specific needs of your customers. The last section of this course describes the workflow of the products which make up our IDP solution, i.e. Communications Mining and Document Understanding. To facilitate your journey, the course is preceded by a short 10-question assessment that will direct you to the training should you not reach the desired pass mark. The Showcasing IDP Solutions with UiPath course takes 75 minutes to complete. At the end, you’ll receive a digital credential badge.

Learning prerequisites

Dive into our "Showcasing IDP Solutions with UiPath" to learn how our IDP solution drives value by streamlining document-heavy processes, thereby helping customers achieve greater efficiency and accuracy in their operations. To learn the fundamentals of IDP, we recommend going through the Introduction to Intelligent Document Processing course. Also, to better understand the value proposition and the metrics which determine the efficiency of our IDP solution, we recommend going through the Selling and Positioning the IDP solution of UiPath course.

Audience

The Showcasing IDP solutions with UiPath course targets Sales Engineers, enabling them to demonstrate this solution offering to customers.

Agenda

The full agenda covers:

• The goal of our Intelligent Document Processing Solution and the value it offers.

• Demonstration of a customer order management scenario which can be used as a reference to develop relevant proof of concept suiting the requirements of the stakeholders.

• Workflow of products which make up our IDP solution- Communications Mining and Document Understanding.

Learning objectives

At the end of the Showcasing IDP Solutions with UiPath course, you should be able to:

• Explain the goal of our IDP solution and describe the metrics which are used to determine its efficiency.

• Use the customer order management demonstration as a reference and develop relevant proof of concepts suiting the requirements of the stakeholders.

• Describe the functionalities of the products which make up our IDP solution.