Automation: How to automate a business process

Automation: How to automate a business process

Automation: How to automate a business process

Learn the key steps required to deliver the automation of an organisational process.

Language: english

Note: 4.2/5 (56 notes) 1,596 students

Instructor(s): Robert Chapman

Last update: 2022-07-01

What you’ll learn

  • Automation of processes
  • How to sell automation within an organisation
  • Steps to deliver automation in business
  • Automation project management
  • Automation
  • Future proof skills



  • No



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.


Who this course is for

  • Business owners
  • Managers / Team Leaders
  • Business Improvement Professionals
  • Project Managers
  • Operational Leaders
  • Graduates


Course content

  • Introduction
    • Introduction
    • Disclaimer
  • The fundamentals of automation
    • The fundamentals of automation
  • Prerequisites of launching an automation of process project
    • Process analysis
    • A “ripe” process
    • Building the team
  • The process of delivering an automation of process project
    • Overall process
    • Step 1: Process assessment
    • Step 2: Project planning
    • Step 3: PDD
    • Step 4: SDD
    • Step 5: Development
    • Step 6: UAT
    • Step 7: Production and maintenance
    • Step 8: Onto the next project
    • Section quiz
  • Other points to raise
    • Timeline of an automation project
    • Case study
    • Sell the vision
  • Close out
    • Close out
    • Now think through your next potential automation project!


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