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Improving UX with Apps
Deep Dive
• Wednesday, May 3rd , 2023.
2
About UiPath Denver Chapter!
We are an online and offline environment where RPA
developers, professionals, and enthusiasts:
- meet each other and share experiences in the RPA
industry
- learn together about the challenges they encounter
- build projects and components together and expand
upon automation ideas
Platforms:
- UiPath Community Page
- Slack Channel
RPA Manager
UiPath Denver Chapter Lead,
Dish Network
Community Manager
UiPath
Saideepak Kandibanda
Diana Gray
Organizers/Team
UiPath AI ambassador Americas
UiPath MVP 2023
UiPath Denver chapter lead
Sr. Machine Learning Consultant
Ashling Partners
Sharon Palawandram
UiPath Denver chapter lead
Sr. RPA Developer
Dish Network
Rashmi Pareek
4
Meet today’s speaker:
David Kroll
Solutions Engineering, Product Marketing, Sales Enablement
Recovering Application Developer
@Ashling Partners
5
• What is UiPath Apps?
• What is UX?
• Examples of Challenging Scenarios
• The Importance of Adoption
• Tips, Tricks, and Rules
a) 60/30/10 rule for Color
b) C.R.A.P. rule for Design
c) Great UX Tools
If we have time, we’ll end with some quick
examples of applied concepts.
Agenda
About today’s meeting
6
Design visually
appealing
professional apps
using a web interface
with easy drag and
drop controls Capable of building everything
from enterprise grade applications
to simple forms that help you
save time.
03
Lower cost and complexity for
app development.
01 Customize your app for specific
tasks and roles.
04
Build apps that connect to your
data through RPA. On the cloud,
on-premise, and even with legacy
systems that have no APIs or
database access.
02
1-click deployment - Go live
sooner and share apps easily with
business users.
05
7
Low-code + Integration + Automation
End Users
Sales and Service
Accounting and HR
Contact Center
and Help Desk
IT and…
Devices Apps
Provide a single-entry point
for multiple systems
Lead management
Update contacts
Case creation
Update tickets
Search KBs
Change schedule
Upload images
Upload documents
Request approval
Perform calculations
Mark invoice as paid
Approve PO
Review resumes
Schedule interviews
Troubleshoot issue
Create forms
Single customer view
Agent console
…
Augment the functionality
of 3rd party systems
Your Systems
ERP and CRM
Systems
Internal Line of
Business Systems
Mainframe and
Legacy Systems
Internal Data
Sources
Interfaces to
Your Systems
UiPath Integration
Service
Integrate and Automate
Unattended Robots
Attended Robots
Queues
Robot-less Integration
Phones and
Tablets
PCs and
Macs
VDI
Browser or
SaaS Apps
+
+
+
API
User Interface
UiPath Data
Service and/or
other databases
8
UX stands for User Experience
• It refers to the overall experience that a user
has while interacting with a product, system, or
service.
• UX design focuses on creating products that
are easy to use, intuitive, and satisfying.
• It involves designing and optimizing every
aspect of the user's interaction with the
product, from its visual design and layout to
its functionality and usability
What to build great apps? Prioritize the UX.
UX
≠
UI
A good UI is always part of a good UX…
…but a good UI can have a bad UX!
9
The UX Matrix – Prioritizing User Satisfaction
Ease of Use
Visual Design
Navigation
Responsiveness
Speed
Satisfaction
1 2 3 4 5 6 7 8 9 10
1 2 3 4 5 6 7 8 9 10
1 2 3 4 5 6 7 8 9 10
1 2 3 4 5 6 7 8 9 10
1 2 3 4 5 6 7 8 9 10
1 2 3 4 5 6 7 8 9 10
Roughly the
Average
10
Challenging Scenarios
Balancing user needs
with business goals
Designing for multiple
devices and platforms
Dealing with limited resources
Accessibility and inclusivity
Keeping pace with technology trends
• Assemble the right stakeholders
• Prioritize user stories against business goals
• Ensure value is being delivered
• Understand the device limitations
• Use responsive design techniques
• Use platform-specific design patterns
• Prioritize UX research to avoid rework cycles
• Utilize existing design patterns to save time
• Conduct usability testing with smaller groups
• Better understand your target audience
• Use design patterns that are accessible
• Bring in a diverse set of test users
• Stay up to date on the latest trends
• Avoid adding new features just to add them
• Iterate on existing designs
How to mitigate
11
12
60% Dominant Color
30% Secondary Color
10% Accent Color
The 60-30-10 Rule
13
The C.R.A.P. Rule
Contrast
Using colors or font sizes to draw
attention to different elements
Repetition
Repeating elements in a design
helps create consistency
Alignment
Proper alignment creates balance
and organization in a design
Proximity
Items that are related should
stay near each other
14
Great Tools for UX
Tool Name Description
Sketch Wireframes, prototypes, and user interfaces
Figma High fidelity design prototyping
Lucidchart Flowcharts, diagrams, wireframes
Balsamiq Rapid wireframing (great for iterative design)
Balsamiq Figma
15
Let's Gauge the UX
Coordinated Care Assessment
16
Education
Learn RPA Skills
- Free Community Software
- Academy
- Certification
- Academic Alliance
Support
Solve problems
- Forum
- Documentation
- Community Blog
- Use Cases Repository
- Job Board
Network
Grow your career
- Meetups & DevCon
- Mentorship
- Hackathons
- MVP Program
- Automation Champions
An ecosystem enabling
developer success
Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting support, and
succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPathAcademy or through ourAcademicAlliance
• Earn globally recognized credentials with UiPath Certifications
Discussion, Questions
& Remarks
Thank you
for your participation!
Join us: community.uipath.com

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Improving the User Experience of UiPath Apps

  • 1. Improving UX with Apps Deep Dive • Wednesday, May 3rd , 2023.
  • 2. 2 About UiPath Denver Chapter! We are an online and offline environment where RPA developers, professionals, and enthusiasts: - meet each other and share experiences in the RPA industry - learn together about the challenges they encounter - build projects and components together and expand upon automation ideas Platforms: - UiPath Community Page - Slack Channel
  • 3. RPA Manager UiPath Denver Chapter Lead, Dish Network Community Manager UiPath Saideepak Kandibanda Diana Gray Organizers/Team UiPath AI ambassador Americas UiPath MVP 2023 UiPath Denver chapter lead Sr. Machine Learning Consultant Ashling Partners Sharon Palawandram UiPath Denver chapter lead Sr. RPA Developer Dish Network Rashmi Pareek
  • 4. 4 Meet today’s speaker: David Kroll Solutions Engineering, Product Marketing, Sales Enablement Recovering Application Developer @Ashling Partners
  • 5. 5 • What is UiPath Apps? • What is UX? • Examples of Challenging Scenarios • The Importance of Adoption • Tips, Tricks, and Rules a) 60/30/10 rule for Color b) C.R.A.P. rule for Design c) Great UX Tools If we have time, we’ll end with some quick examples of applied concepts. Agenda About today’s meeting
  • 6. 6 Design visually appealing professional apps using a web interface with easy drag and drop controls Capable of building everything from enterprise grade applications to simple forms that help you save time. 03 Lower cost and complexity for app development. 01 Customize your app for specific tasks and roles. 04 Build apps that connect to your data through RPA. On the cloud, on-premise, and even with legacy systems that have no APIs or database access. 02 1-click deployment - Go live sooner and share apps easily with business users. 05
  • 7. 7 Low-code + Integration + Automation End Users Sales and Service Accounting and HR Contact Center and Help Desk IT and… Devices Apps Provide a single-entry point for multiple systems Lead management Update contacts Case creation Update tickets Search KBs Change schedule Upload images Upload documents Request approval Perform calculations Mark invoice as paid Approve PO Review resumes Schedule interviews Troubleshoot issue Create forms Single customer view Agent console … Augment the functionality of 3rd party systems Your Systems ERP and CRM Systems Internal Line of Business Systems Mainframe and Legacy Systems Internal Data Sources Interfaces to Your Systems UiPath Integration Service Integrate and Automate Unattended Robots Attended Robots Queues Robot-less Integration Phones and Tablets PCs and Macs VDI Browser or SaaS Apps + + + API User Interface UiPath Data Service and/or other databases
  • 8. 8 UX stands for User Experience • It refers to the overall experience that a user has while interacting with a product, system, or service. • UX design focuses on creating products that are easy to use, intuitive, and satisfying. • It involves designing and optimizing every aspect of the user's interaction with the product, from its visual design and layout to its functionality and usability What to build great apps? Prioritize the UX. UX ≠ UI A good UI is always part of a good UX… …but a good UI can have a bad UX!
  • 9. 9 The UX Matrix – Prioritizing User Satisfaction Ease of Use Visual Design Navigation Responsiveness Speed Satisfaction 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 Roughly the Average
  • 10. 10 Challenging Scenarios Balancing user needs with business goals Designing for multiple devices and platforms Dealing with limited resources Accessibility and inclusivity Keeping pace with technology trends • Assemble the right stakeholders • Prioritize user stories against business goals • Ensure value is being delivered • Understand the device limitations • Use responsive design techniques • Use platform-specific design patterns • Prioritize UX research to avoid rework cycles • Utilize existing design patterns to save time • Conduct usability testing with smaller groups • Better understand your target audience • Use design patterns that are accessible • Bring in a diverse set of test users • Stay up to date on the latest trends • Avoid adding new features just to add them • Iterate on existing designs How to mitigate
  • 11. 11
  • 12. 12 60% Dominant Color 30% Secondary Color 10% Accent Color The 60-30-10 Rule
  • 13. 13 The C.R.A.P. Rule Contrast Using colors or font sizes to draw attention to different elements Repetition Repeating elements in a design helps create consistency Alignment Proper alignment creates balance and organization in a design Proximity Items that are related should stay near each other
  • 14. 14 Great Tools for UX Tool Name Description Sketch Wireframes, prototypes, and user interfaces Figma High fidelity design prototyping Lucidchart Flowcharts, diagrams, wireframes Balsamiq Rapid wireframing (great for iterative design) Balsamiq Figma
  • 15. 15 Let's Gauge the UX Coordinated Care Assessment
  • 16. 16 Education Learn RPA Skills - Free Community Software - Academy - Certification - Academic Alliance Support Solve problems - Forum - Documentation - Community Blog - Use Cases Repository - Job Board Network Grow your career - Meetups & DevCon - Mentorship - Hackathons - MVP Program - Automation Champions An ecosystem enabling developer success
  • 17. Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified • Then upgrade to the Enterprise version of the product Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of the Forum Leaders, based on the contribution to others’growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPathAcademy or through ourAcademicAlliance • Earn globally recognized credentials with UiPath Certifications
  • 19. Thank you for your participation! Join us: community.uipath.com