Introduction
Organizations are under growing pressure to improve speed, accuracy, efficiency, and consistency in their operations. Business process automation helps address these demands by reducing manual effort, standardizing routine tasks, and improving workflow performance through technology. Business Process Automation with Technology introduces professionals to the principles, opportunities, and practical applications of automation in business settings. The course helps participants identify suitable processes for automation and understand how technology can support better operational outcomes.
Course Objectives
- Understand the purpose and value of business process automation
- Identify routine processes suitable for automation
- Recognize common automation tools and business applications
- Improve operational thinking around efficiency and workflow design
- Understand risks, controls, and change considerations in automation
- Support better decisions on automation opportunities
Target Audience
- Managers overseeing operational processes and improvement
- Business professionals involved in workflow coordination
- Operations, finance, HR, and administrative teams
- Project staff supporting process transformation initiatives
- Entrepreneurs seeking efficiency through technology
- Non-technical employees interested in automation opportunities
Course Outline
- 5 Sections
- 0 Lessons
- 5 Days
Expand all sectionsCollapse all sections
- Day 1: Introduction to Process Automation• What business process automation means in practice
• Why organizations automate routine work
• Differences between manual, digital, and automated processes
• Examples of automation across business functions
• Practical session: Identifying repetitive process activities0 - Day 2: Process Mapping and Opportunity Identification• Understanding workflow steps and decision points
• Finding inefficiencies, delays, and error-prone tasks
• Selecting suitable candidates for automation
• Balancing automation value with process complexity
• Workshop: Mapping a process for automation potential0 - Day 3: Technologies That Enable Automation• Overview of workflow tools, robotic process automation, and forms
• How systems integration supports automation
• Automation in approvals, reporting, notifications, and data entry
• The role of business users in automation initiatives
• Practical activity: Matching technologies to process needs0 - Day 4: Risks, Controls, and Change Management• Managing process exceptions and control requirements
• Avoiding poor automation of broken processes
• Security, compliance, and accountability considerations
• Supporting staff adoption and role changes
• Case study: Automation success and operational failure lessons0 - Day 5: Building an Automation Improvement Plan• Prioritizing automation opportunities by business value
• Working with IT, vendors, and operations teams
• Measuring efficiency and quality improvements
• Creating a practical roadmap for automation
• Final exercise: Business process automation action plan0
Instructor
Lessons:
