Automation: How to automate a business process
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- Curriculum
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The automation of processes within organisations is something which is becoming increasingly commonplace. Therefore, knowing which approach to take in order to achieve this is crucial. By learning how to manage the process of conducting such an automation is a great skill to have and a great way to future proof your career / business.
In this course we are going to cover:
– What is automation?
– The purpose and importance of automation.
– The benefits of automation.
– The prerequisites to launching an automation of process project – criteria to be met.
– Types of process “ripe” for automation.
– Importance of identifying the right team and who to include.
– 8 step process to delivering a successful automation process.
– The importance of getting buy in, and how to get leadership on board with automation.
– A case study example.
– Timeline expectations.
– An assignment to close out the course to get you started, to get you planning for your next automation AND a full detailed step by step plan for you to take away with you!
We will also discuss benefit realisation, how to sell this vision and how to initiate the next project once you have delivered a successful first project.
This course has been constructed by a Business Improvement professional who has created many business cases for, launched and delivered many automation of process projects. This method is tried and tested and has worked for me every time to deliver SIGNIFICANT automation benefits across organisations in all industries and of all sizes.
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Process analysisIn this video we will look at how to analyse a process before considering it for automation.
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A "ripe" process
In this video, we will look at what constitutes a process ideal for automation.
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Building the team
In this video, we will look at who needs to be present in your project team from a job role and attitude perspective.
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Overall process
In this video, we will take a high level overview look at the 8 step process.
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Step 1: Process assessment
In this video, we will look at the first step - assessing the project.
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Step 2: Project planning
In this video, we will look at the step of planning out the project.
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Step 3: PDD
In this video, we will look at the step of building out the Process Definition Document (PDD).
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Step 4: SDD
In this video, we will look at the step of building out the Solution Definition Document (SDD).
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Step 5: Development
In this video, we will look at the step of developing the automated solution.
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Step 6: UAT
In this video, we will look at the step of testing the automated solution.
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Step 7: Production and maintenance
In this video, we will look at the step of putting the solution into production and setting up maintenance.
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Step 8: Onto the next project
In this video, we will look at the step of learning the lessons of the project and implementing them into future projects.
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Section quizA look at 5 questions to see how you have gotten on so far.
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Timeline of an automation project
In this video, we will walk through each process step to understand how long an automation project of this nature should take to deliver.
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Case study
In this video, we will walk through a real life case study example.
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Sell the vision
In this video, we will discuss how you can sell the vision of automation within your organisation.
