Business Process Automation
Automating business processes using techniques such as RPA (Robotic Process Automation) is a skill highly in demand in today’s workforce. Businesses are seeking new and innovative ways to improve their operational performance, save money, reduce time wasted and produce better quality products and services, all quicker and more efficiently. They want to reduce the occurrence of errors and issues, defects and problems. Automating their processes can help with all of that.
In this course, we are going to explore the following:
– How to identify and define a process as “ripe” and ready for automation, looking through the techniques to determine this.
– How to plan for an automation project of this kind (process automation).
– How to build out the most important document in process automation, the PDD (Process Definition Document).
– What automation is, the different types you may see and how process automation fits in here.
– A practical example of a real life automation, defined, explored and deployed within an organization.
The course focuses on a good mix of the practical and the theoretical. The aim is for you to leave the course confident to be able to identify a process in need of automation, and the steps you need to take post this to deploy the change. We will cover off what work you need to do internally (process mapping, project management activities) and the work the developers will be taking on (production, test scenarios etc.)
It is worth noting this course is NOT about giving you technical skills to actually build the automation itself. This course is going to upskill you in how to run a process automation project, how to identify and prioritize those processes ripe for automation and how to conduct the many activities internally (such as planning, mapping, workshops etc.) to get the automation over the line. These skills (outside of the technical) are really important – having someone coordinate, plan and delivering all of the work required.
Fundamentals of process automation
The process to automate begins
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What is automation?In this video, we will explore what automation is.
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What is automation? - Continued
In this video, we will continue to explore what automation is.
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What is automation? - Examples
In this video, we will explore some examples of automation.
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What is a process?
In this video, we will explore what a process is.
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What is process automation?
In this video, we will explore what process automation actually is.
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What is process automation? - Continued
In this video, we will continue to explore what process automation is.
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Purpose & benefits of process automation
In this video, we will explore the purpose and benefits of process automation.
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Purpose & benefits of process automation - Continued
In this video, we will continue to explore the purpose and benefits of process automation.
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Practical exercise
In this video, we will run through a practical exercise to test your grasp of the content so far.
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Scenario
In this video, we will explore the scenario to be followed throughout this course.
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Section quizA brief quiz to review your progress so far.
Process Definition Document (PDD)
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Define a "ripe" process
In this video, we will explore how you define what is a "ripe" process, ready for automation.
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Define a "ripe" process - Example
In this video, we will look at our scenario example to understand practically how to do this.
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Map the process
In this video, we will look to map our process in swim lane flowchart format.
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Map the process - demonstration
In this video, we will run through a demonstration of the process in question being mapped.
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Map the process - wrap up
In this video, we will wrap up the map the process lecture series.
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Analyze the process
In this video, we will seek to understand how to successfully analyze the process.
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Analyze the process - Demonstration
In this video, we will run through a practical demonstration of analyzing our scenario process.
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Analyze the process - Questions to ask
In this video, we will run through the types of questions to ask during this phase.
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Prepare the process
In this video, we will prepare the process for automation.
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Prepare the process - Demonstration
In this video, we will run through a demonstration of how to prepare your process.
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Prepare the process - Wrap up
In this video, we will wrap up this section of discussion.
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Project fundamentals
In this video, we will explore some of the fundamentals you need to know heading into an automation project.
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Section quiz
A brief quiz to test the knowledge you have gained in this section of the course.
The process to automate continued
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Introduction to the PDD
In this video, we will introduce the PDD.
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PDD - The objective
In this video, we will explore how to populate the objective section of the PDD.
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PDD - Business objectives & benefits
In this video, we will explore how to populate the business objectives & benefits section of the PDD.
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PDD - Process overview
In this video, we will explore how to populate the process overview section of the PDD.
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PDD - Standard of metrics
In this video, we will explore how to populate the standard of metrics section of the PDD.
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PDD - Volume of data
In this video, we will explore how to populate the volume of data section of the PDD.
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PDD - Business rules
In this video, we will explore how to populate the business rules section of the PDD.
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PDD - As-is process
In this video, we will explore how to populate the as-is process section of the PDD.
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PDD - To-be process
In this video, we will explore how to populate the to-be process section of the PDD.
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PDD - In-scope
In this video, we will explore how to populate the in-scope section of the PDD.
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PDD - Out of scope
In this video, we will explore how to populate the out of scope section of the PDD.
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PDD - Systems
In this video, we will explore how to populate the systems section of the PDD.
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PDD - Reporting
In this video, we will explore how to populate the reporting section of the PDD.
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PDD - Archiving, security & data retention
In this video, we will explore how to populate the archiving, security & data retention section of the PDD.
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PDD - Closing items
In this video, we will explore how to populate the closing items section of the PDD.
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PDD Assignment
Close out
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Solution Definition Document - SDD
In this video, we will explore the developer activity of building out the SDD.
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Development
In this video, we will explore the development phase, delivered by the developers.
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User Acceptance Testing (UAT) - What is UAT?
In this video, we will explore what UAT is and entails.
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UAT - Roadmap
In this video, we will explore the roadmap for UAT work.
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UAT - Wrap up
In this video, we will explore the final pieces of UAT.
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Production
In this video, we will explore the developer activity of production work.
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Maintenance & control
In this video, we will explore the final activities within the process automation initiative.
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Section quiz
A brief quiz to test the knowledge gained in this section.
