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Process Automation Professional
Course Overview
Process Automation has been a prime focus of stakeholders for a long time and the pace of adoption has accelerated in the last few years. Traditional automation was limited by complex processes, frequent changes and need for human intervention. Artificial Intelligence have eliminated most of these challenges. Explore the power of automation by learning to identify suitable processes using diverse tools like Python, AI, RPA, and low-code/no-code platforms.
Key Learning Objectives
- Identify and analyze business processes to determine their suitability and potential for automation.
- Compare and contrast the capabilities, strengths, limitations, and typical use cases of different automation tools.
- Understand the automation project lifecycle phases: discovery, design, development, testing, deployment, and maintenance.
- Effectively collaborate with technical teams, stakeholders, and end-users to ensure successful automation implementation.
- Gain hands-on experience by designing and creating automation solutions for common business tasks.
- Apply learned concepts to conceptualize, plan, and execute automation activity and proof-of-concept.
Topics Covered
Module 1: Foundations of Automation
This module introduces the fundamental concepts and the evolving landscape of automation. You’ll explore the reasons behind its growing importance in today’s business world and the tangible benefits it offers. We’ll also delve into the evolution of automation technologies, examining RPA, AI-powered automation, and their respective limitations and advantages. Finally, you’ll learn how to identify automation opportunities and understand the criteria for successful automation implementation.
- Course Introduction & Why Automation Matters in Today’s Business World: Benefits of Automation
- Evolution of Automation Technologies: RPA, Characteristics of business processes ideal for RPA, Limitations of RPA
- Next wave of Automation: AI (AI Powered Automation) and Agentic Automation
- Identify Automation Opportunities: Criteria to evaluate automation fitment, Design Automation Architecture
Module 2: Process Understanding and Automation Project Lifecycle
This module focuses on the critical steps involved in preparing for and executing automation projects. You’ll learn how to effectively map and analyze business processes to identify areas suitable for automation. We will then walk through the entire automation project lifecycle, from initial ideation and proof of concept to deployment, governance, and performance evaluation. Understanding the roles and responsibilities of different teams involved in automation projects, including finance, procurement, IT, and operations, will also be covered.
- Mapping a Business Process: Hands-on exercise on opportunity assessment
- Automation Project Lifecycle: Ideation, POC, Development and Configuration, Governance and Performance Evaluation, Writing Process Documentation, Change Management in Automation, Failed Automation Projects
- Roles and Responsibilities: Formation of Automation CoE (representation from Finance, Procurement, IT, Operations and HR), Roles within Automation team
Module 3: Introduction to Automation Tools and Techniques
This module provides an overview of the diverse tools and techniques available for automation. You’ll explore different automation options, including Low Code, RPA, Python Scripting, and Agentic Automation. We will then introduce you to Power Automate, covering how to register, explore its interface, understand connectors and triggers, and recognize its limitations. You’ll also begin to learn how to automate basic Excel-based tasks and develop multi-step automation workflows using Power Automate.
- Automation Tools & Techniques: Automation tools for different use cases, Explore different options such as Low Code, RPA, Python Scripting and Agentic Automation
- Introduction to Power Automate: Registering for Power Automate, Explore Power Automate Interface, Understand connectors and triggers, Limitations of Power Automate
- Automating Excel-Based Tasks: Connect form responses to Excel, Trigger flow when Excel row is added/updated
- Multi-Step Flow with Power Automate: Develop a multi-step Automation workflow process using Power Automate
Module 4: Getting Started with Low-Code Automation – Power Automate
This module provides a hands-on introduction to Power Automate, a leading low-code automation platform. You’ll learn how to register, navigate the interface, and understand the fundamental building blocks of automation: connectors and triggers. Through practical exercises, you’ll discover how to automate common tasks, starting with Excel-based processes and progressing to building multi-step workflows that integrate different applications.
- Introduction to Power Automate: Registering for Power Automate, Exploring the Power Automate Interface, Understanding Connectors and Triggers, Recognizing the Limitations of Power Automate
- Automating Excel-Based Tasks with Power Automate: Connecting form responses to Excel, Triggering flows based on Excel row changes (additions/updates)
- Building Multi-Step Automation Workflows in Power Automate: Developing and implementing complete automation workflows for various business scenarios.
Module 5: Robotic Process Automation with UiPath
This module dives into UiPath, a powerful Robotic Process Automation (RPA) platform. You’ll get acquainted with the UiPath product suite and the Automation environment, including installation. A significant portion of this module will be dedicated to understanding and utilizing UiPath Activities, the core components for building automation workflows. You’ll learn about variables, arguments, and data types, and gain practical experience through exercises focused on automating customer inquiry emails and extracting data from websites.
- Introduction to UiPath: Understanding the UiPath product suite, Working within the UiPath Automation environment, Installing UiPath
- Mastering UiPath Activities: Getting familiar with the UiPath interface, Understanding various activities, Working with Variables, Arguments, and Data types, Managing Project Folders and Dependencies, Hands-on Exercise 1: Basic Auto-processing
- Automating Email Interactions with UiPath: Processing customer inquiry emails and updating Excel trackers, Hands-on Exercise 2: Extracting data from websites, storing it in Excel, and sending automated emails
- Basic Web Automation with UiPath: Interacting with web elements and automating web-based tasks.
Module 6: Leveraging Python for Automation
This module introduces the use of Python, a versatile programming language, for automation tasks. You’ll learn how to handle logic, loops, and error handling in Python scripts, which are essential for building robust automation solutions. We will explore how to extract valuable information from different document formats using Python libraries for PDF, Word, and OCR. Furthermore, you’ll gain insights into developing autonomous multi-step AI agents using Python, opening doors to more sophisticated automation possibilities.
- Logic, Loops, and Error Handling with Python: Implementing conditional logic (If/Else conditions), iterative processes (For/While loops), and techniques for catching and debugging errors in Python automation scripts.
- Automating Document Processing with Python: Extracting invoice data from PDFs, creating Word summary reports, and leveraging OCR capabilities for text recognition.
- Introduction to AI Agents with Python: Developing autonomous multi-step AI agents for specific use cases.
Module 7: Advanced Automation Concepts and Emerging Trends
This module delves into more advanced automation concepts and explores emerging trends shaping the future of automation. You’ll examine practical use cases for Python automation, including file handling and system administration tasks. We will introduce the exciting field of LLM (Large Language Model) based automation, exploring its integration with workflow automation using tools like LangChain. Finally, we’ll revisit the broader landscape of automation, including AI-powered and agentic automation, building upon the foundational knowledge gained in the earlier modules.
- Use Cases for Python Automation: Practical applications of Python in automation, including file manipulation and system-level tasks.
- LLM based automation: Introduction to LLMs and Workflow Automation with LLM using LangChain.
- Revisiting Advanced Automation: Further exploration of AI (AI Powered Automation) and Agentic Automation concepts and applications.
Note: The syllabus covers designing automation workflows to streamline and optimize various business operations.
Instructor Profile
Our instructors are seasoned industry professionals with extensive experience in business operations and process automation. They bring real-world scenarios and practical knowledge to the classroom, ensuring you learn the most relevant and up-to-date skills.