Process Automation Training

Day 1

Automation

• When should we automate?
• Benefits and risks of automation
• Areas of automation
• Organizational prerequisites for automation
• Process automation
• Which processes should we automate?
• Selecting processes for automation
• Automation case studies, use cases

Preparing for process automation 

• Process modeling
• Creating a data flow diagram
• Streamlining 
• Return on investment calculation 
• Organizational governance of process automation
• Project management for process automation

Process automation tools and technologies

• Workflow systems 
• Low-code/no-code automation 
• Software automation and coding
• RPA – Robotic Process Automation 
• Application of AI in automation
• Application areas, benefits, costs, and risks of individual technologies 

Day 2

Process automation case studies

• Customer relationship and customer service processes
• Approval and authorization processes
• Task assignment and follow-up
• Reporting and report generation
• Procurement processes 
• HR recruitment and onboarding processes 
• Error reporting and troubleshooting processes
• Sales and quotation processes 
• Quality management processes 
• Case studies and best practices

Practical use of MS Power Platform

• Power Automate capabilities and usage
• PowerApps capabilities and usage
• Using SharePoint
• Building workflow logic (trigger, action, condition)
• Creating automations with PowerAutomate
• Solving an automation sample task

Copilot Studio 

• Introduction to AI Agent-based Operations
• AI-powered Automation
• Features and Applications of Copilot Studio
• Creating a Copilot Agent with Agent Builder
• Document Analysis Using Document Intelligence Studio
• Executing Automation Tasks with Copilot Studio

Exam: Solving a Sample Automation Task