Intelligent Process Automation & RPA
Overview
Robotic process automation handles repetitive, rule-based tasks; AI adds the ability to read documents, understand text and make simple judgements. This course shows how the two combine into intelligent automation, and how to select processes, design solutions, manage delivery and measure results.
Who should attend
Operations managers, process improvement specialists, shared services leaders, and IT business partners.
Training methodology
Interactive presentations, live demonstrations of AI tools, hands-on exercises using participants' own work examples, case studies, group discussion, and a personal action plan.
Objectives
By the end of this course, participants will be able to:
- Explain RPA, AI and intelligent automation
- Assess processes for automation potential
- Design automated workflows with human checkpoints
- Manage automation projects and vendors
- Measure automation benefits
Course outline
Day 1Automation Foundations
- RPA explained
- Where AI adds value
- Document and email automation
- Demonstrations
- Automation myths
- Typical results and timelines
Day 2Process Selection
- Automation suitability criteria
- Process discovery and mining
- Standardise before you automate
- Selection workshop
- Scoring candidate processes
- Building the automation pipeline
Day 3Solution Design
- Mapping the future process
- Exceptions and human review
- Controls and audit trails
- Design exercise
- Security and credentials
- Design review
Day 4Delivery and Operations
- Automation delivery lifecycle
- Testing and go-live
- Bot management and support
- Centre of excellence
- Vendor selection
- Running costs
Day 5Benefits and Scaling
- Measuring time, cost and quality
- Workforce impact
- Building the automation pipeline
- Action plan
- Communicating with staff
- Governance of automation
