Mastering AI-Driven Process Automation for SharePoint and Office 365
You’re not behind - you’re overwhelmed. Endless workflows, manual approvals, duplicate data entry, and shadow IT tools clogging your SharePoint environment. Every day you delay intelligent automation, your team burns hours on tasks that should take minutes. Others are already using AI to cut process cycle times by 70%, reduce errors to near zero, and deliver board-level digital transformation results. You can feel the pressure - stay reactive and risk obsolescence, or lead with innovation and future-proof your career. Mastering AI-Driven Process Automation for SharePoint and Office 365 is your definitive guide to turning chaos into control. This isn’t theory - it’s a battle-tested system used by enterprise architects, IT directors, and automation leads to go from outdated processes to intelligent, self-optimising workflows in under 30 days. One recent learner, Maria T., SharePoint Governance Lead at a global financial services firm, used this course to automate her department’s onboarding pipeline. She reduced a 14-day manual process to a 4-hour AI-coordinated workflow. Her solution was fast-tracked for enterprise rollout - and she received formal recognition from the CIO. This course gives you a repeatable, step-by-step method to identify, design, deploy, and govern AI-powered automations across SharePoint, Teams, Power Platform, and the full Office 365 suite. By the end, you’ll have a fully documented, board-ready automation use case - complete with ROI model, risk assessment, and implementation roadmap. You’ll walk away with clarity, confidence, and credibility. No more guessing. No more friction. Here’s how this course is structured to help you get there.Course Format & Delivery Details Flexible, Self-Paced, and Always Accessible
This is a self-paced learning experience. Immediate online access begins the moment you enrol, with no fixed start dates, deadlines, or rigid schedules. You can progress through the material in your own time, from any location, and on any device. Most learners complete the core automation blueprint within 14–21 days - dedicating just 60–90 minutes per day. Early results, such as automated approval workflows or document classification systems, can be implemented in under 72 hours using the templates and checklists provided. Lifetime Access with Future Updates Included
You receive lifetime access to all course materials. This includes every update, expansion, and enhancement as Microsoft releases new AI capabilities in Copilot Studio, Power Automate, and SharePoint Syntex. No subscription, no renewal fees - one payment, permanent access. All content is mobile-friendly, built for seamless reading and navigation on smartphones, tablets, and laptops. You’ll never be locked to a desktop. Direct Instructor Guidance and Expert Support
Every enrolment includes direct access to expert-led Q&A channels. You're not alone. Get your technical, architectural, and governance questions answered by professionals who’ve deployed AI automations at scale across regulated industries. Support is responsive, practical, and focused on real implementation challenges - not theory. Whether you're working on permission models, data compliance, or AI model training scope, you’ll get actionable guidance tailored to your environment. Certificate of Completion Issued by The Art of Service
Upon finishing, you’ll receive a formal Certificate of Completion issued by The Art of Service - a globally recognised training authority with over 300,000 professionals trained in enterprise process optimisation. This credential is verifiable, reputable, and strengthens your LinkedIn profile, performance reviews, and promotion cases. It’s not just a certificate - it’s proof you’ve mastered AI-driven automation at an enterprise level. Transparent, Simple Pricing - No Hidden Fees
The price you see is the price you pay. There are no hidden costs, no upsells, and no add-on fees. Everything you need is included in one straightforward investment. We accept all major payment methods including Visa, Mastercard, and PayPal. Your transaction is encrypted and processed securely. Zero-Risk Enrollment with Full Money-Back Guarantee
If this course doesn’t deliver actionable insights, clear methodologies, or immediate value, you’re fully covered by our 30-day money-back guarantee. No questions, no friction, no risk. This is a “satisfied or refunded” promise - because we know the value you’ll receive. Easy Onboarding and Secure Access Delivery
After enrollment, you’ll receive a confirmation email. Shortly after, your access details will be sent separately once your course materials are provisioned - ensuring everything is ready for your first session. No need to wait. No confusion. Just a smooth, professional start. This Works Even If…
- You’re not a developer - the course focuses on low-code/no-code AI tools built into Office 365
- You’re unsure where to start - we give you a prioritisation framework used by Fortune 500 digital teams
- Your organisation is risk-averse - we teach governance-first automation with audit trails, compliance controls, and CoE integration
- You’ve failed past automation initiatives - this system is designed to avoid common failure points like scope creep and user adoption
Recent learners include SharePoint Administrators, Power Platform Champions, IT Process Analysts, and Digital Transformation Leads - all with different skill levels, yet all achieving measurable outcomes. “I went from managing document libraries to leading our AI automation task force. This course gave me the confidence and toolkit to speak the language of innovation.” - Daniel R., IT Solutions Architect, UK-based multinational Your success isn’t left to chance. With structured guidance, real-world templates, and proven frameworks, you’re not gambling - you’re following a path built for results.
Extensive and Detailed Course Curriculum
Module 1: Foundations of AI-Driven Automation in Office 365 - Understanding the evolution from manual processes to intelligent automation
- Defining AI-driven process automation in the context of SharePoint and Microsoft 365
- Key benefits: efficiency, accuracy, scalability, and governance
- Common misconceptions about AI and automation in enterprise environments
- Exploring the Microsoft 365 AI ecosystem: Copilot, Power Automate, Syntex, and more
- Overview of low-code/no-code automation platforms
- Role of cloud architecture in enabling intelligent workflows
- Situational awareness: recognising automation opportunities in daily operations
- The lifecycle of an automated business process
- Foundational terminology: RPA, NLP, ML, workflow orchestration, triggers, actions
Module 2: Strategic Automation Assessment and Opportunity Mapping - Conducting a process discovery audit across departments
- Using the 5-Point Automation Viability Scorecard
- Identifying high-impact, repetitive, rule-based processes
- Prioritising workflows with the ROI vs. Effort Matrix
- Mapping current-state vs. future-state process flows
- Stakeholder analysis: who benefits, who resists, and how to align
- Capturing pain points through user interviews and feedback loops
- Validating automation candidates with real usage data
- Documenting process metrics: time, cost, error rate, volume
- Creating heat maps of automation potential across SharePoint and Teams
Module 3: AI and Cognitive Services in Microsoft 365 - Introduction to Microsoft Cognitive Services and their integration capabilities
- How natural language processing enables document understanding
- Using AI to extract entities, keywords, and sentiments from unstructured content
- Understanding pre-trained AI models in SharePoint Syntex
- Customising AI models for industry-specific language and jargon
- Integrating vision and speech APIs into workflow automation
- Building confidence scores and validation rules into AI decisions
- Auditing AI model performance over time
- Managing model drift and retraining cycles
- Configuring AI enrichment in document metadata extraction
Module 4: SharePoint Syntex and Content Understanding - Overview of SharePoint Syntex and its enterprise role
- Deploying and licensing Syntex at scale
- Creating document understanding models using AI Builder
- Training models with sample documents and feedback loops
- Designing custom extraction fields and validation rules
- Automating content classification based on AI insights
- Adding metadata automatically using trained models
- Monitoring model accuracy and confidence thresholds
- Handling exceptions and fallback workflows
- Scaling Syntex models across multiple sites and regions
Module 5: Power Automate for AI-Enhanced Workflows - Architecting workflows with AI Builder integrations
- Triggering flows based on AI-detected content changes
- Using pre-built AI models for form processing and language detection
- Building custom AI models for document processing in Power Automate
- Calling AI services from flow actions: text recognition, sentiment, translation
- Designing human-in-the-loop approvals with AI recommendations
- Using condition logic based on AI output
- Scheduling batch processing of legacy documents using AI
- Logging AI decisions for audit and compliance
- Optimising flow performance with error handling and retry policies
Module 6: Copilot Studio and Custom AI Agents - Building AI agents tailored to SharePoint user needs
- Connecting Copilot to SharePoint libraries and lists
- Training AI agents on internal knowledge bases and FAQs
- Configuring conversational flows for request submission and tracking
- Setting up guardrails and content filters for secure responses
- Integrating Copilot with Power Automate for action execution
- Enabling users to query document content naturally
- Automating responses to common SharePoint support requests
- Creating audit trails for AI agent interactions
- Monitoring usage analytics and refining agent performance
Module 7: Intelligent Document Management - Automated document classification using AI metadata tagging
- Routing documents to correct libraries based on content
- Detecting sensitive information and applying retention policies
- Identifying duplicates and enforcing version control
- Generating document summaries using AI summarisation models
- Translating documents on ingestion for global teams
- Creating dynamic document templates with AI-populated fields
- Validating document completeness before approval routing
- Tracking document lifecycle stages with AI insights
- Integrating with e-signature and legal review workflows
Module 8: AI-Powered Forms and Data Collection - Building adaptive forms with Power Apps and AI logic
- Predicting form field values using historical data
- Validating inputs with AI-driven logic checks
- Automatically extracting data from uploaded forms and invoices
- Using AI to complete missing or ambiguous entries
- Routing forms intelligently based on predicted outcomes
- Flagging high-risk submissions for manual review
- Generating form insights and trend reports using AI analytics
- Personalising form experiences based on user role or history
- Securing form data with AI-based anomalous access detection
Module 9: Process Orchestration Across Microsoft 365 - Designing end-to-end workflows spanning Teams, Outlook, and SharePoint
- Synchronising data between systems using AI-triggered flows
- Automating cross-platform approval chains with escalation rules
- Using AI to prioritise tasks in Planner and To Do
- Notifying stakeholders via Teams chat based on workflow milestones
- Creating unified dashboards for multi-system process visibility
- Handling asynchronous events and time-based triggers
- Managing dependencies between automations
- Documenting integration patterns for audit and scaling
- Testing orchestration flows with simulated data
Module 10: Governance, Compliance, and Risk Management - Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
Module 1: Foundations of AI-Driven Automation in Office 365 - Understanding the evolution from manual processes to intelligent automation
- Defining AI-driven process automation in the context of SharePoint and Microsoft 365
- Key benefits: efficiency, accuracy, scalability, and governance
- Common misconceptions about AI and automation in enterprise environments
- Exploring the Microsoft 365 AI ecosystem: Copilot, Power Automate, Syntex, and more
- Overview of low-code/no-code automation platforms
- Role of cloud architecture in enabling intelligent workflows
- Situational awareness: recognising automation opportunities in daily operations
- The lifecycle of an automated business process
- Foundational terminology: RPA, NLP, ML, workflow orchestration, triggers, actions
Module 2: Strategic Automation Assessment and Opportunity Mapping - Conducting a process discovery audit across departments
- Using the 5-Point Automation Viability Scorecard
- Identifying high-impact, repetitive, rule-based processes
- Prioritising workflows with the ROI vs. Effort Matrix
- Mapping current-state vs. future-state process flows
- Stakeholder analysis: who benefits, who resists, and how to align
- Capturing pain points through user interviews and feedback loops
- Validating automation candidates with real usage data
- Documenting process metrics: time, cost, error rate, volume
- Creating heat maps of automation potential across SharePoint and Teams
Module 3: AI and Cognitive Services in Microsoft 365 - Introduction to Microsoft Cognitive Services and their integration capabilities
- How natural language processing enables document understanding
- Using AI to extract entities, keywords, and sentiments from unstructured content
- Understanding pre-trained AI models in SharePoint Syntex
- Customising AI models for industry-specific language and jargon
- Integrating vision and speech APIs into workflow automation
- Building confidence scores and validation rules into AI decisions
- Auditing AI model performance over time
- Managing model drift and retraining cycles
- Configuring AI enrichment in document metadata extraction
Module 4: SharePoint Syntex and Content Understanding - Overview of SharePoint Syntex and its enterprise role
- Deploying and licensing Syntex at scale
- Creating document understanding models using AI Builder
- Training models with sample documents and feedback loops
- Designing custom extraction fields and validation rules
- Automating content classification based on AI insights
- Adding metadata automatically using trained models
- Monitoring model accuracy and confidence thresholds
- Handling exceptions and fallback workflows
- Scaling Syntex models across multiple sites and regions
Module 5: Power Automate for AI-Enhanced Workflows - Architecting workflows with AI Builder integrations
- Triggering flows based on AI-detected content changes
- Using pre-built AI models for form processing and language detection
- Building custom AI models for document processing in Power Automate
- Calling AI services from flow actions: text recognition, sentiment, translation
- Designing human-in-the-loop approvals with AI recommendations
- Using condition logic based on AI output
- Scheduling batch processing of legacy documents using AI
- Logging AI decisions for audit and compliance
- Optimising flow performance with error handling and retry policies
Module 6: Copilot Studio and Custom AI Agents - Building AI agents tailored to SharePoint user needs
- Connecting Copilot to SharePoint libraries and lists
- Training AI agents on internal knowledge bases and FAQs
- Configuring conversational flows for request submission and tracking
- Setting up guardrails and content filters for secure responses
- Integrating Copilot with Power Automate for action execution
- Enabling users to query document content naturally
- Automating responses to common SharePoint support requests
- Creating audit trails for AI agent interactions
- Monitoring usage analytics and refining agent performance
Module 7: Intelligent Document Management - Automated document classification using AI metadata tagging
- Routing documents to correct libraries based on content
- Detecting sensitive information and applying retention policies
- Identifying duplicates and enforcing version control
- Generating document summaries using AI summarisation models
- Translating documents on ingestion for global teams
- Creating dynamic document templates with AI-populated fields
- Validating document completeness before approval routing
- Tracking document lifecycle stages with AI insights
- Integrating with e-signature and legal review workflows
Module 8: AI-Powered Forms and Data Collection - Building adaptive forms with Power Apps and AI logic
- Predicting form field values using historical data
- Validating inputs with AI-driven logic checks
- Automatically extracting data from uploaded forms and invoices
- Using AI to complete missing or ambiguous entries
- Routing forms intelligently based on predicted outcomes
- Flagging high-risk submissions for manual review
- Generating form insights and trend reports using AI analytics
- Personalising form experiences based on user role or history
- Securing form data with AI-based anomalous access detection
Module 9: Process Orchestration Across Microsoft 365 - Designing end-to-end workflows spanning Teams, Outlook, and SharePoint
- Synchronising data between systems using AI-triggered flows
- Automating cross-platform approval chains with escalation rules
- Using AI to prioritise tasks in Planner and To Do
- Notifying stakeholders via Teams chat based on workflow milestones
- Creating unified dashboards for multi-system process visibility
- Handling asynchronous events and time-based triggers
- Managing dependencies between automations
- Documenting integration patterns for audit and scaling
- Testing orchestration flows with simulated data
Module 10: Governance, Compliance, and Risk Management - Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Conducting a process discovery audit across departments
- Using the 5-Point Automation Viability Scorecard
- Identifying high-impact, repetitive, rule-based processes
- Prioritising workflows with the ROI vs. Effort Matrix
- Mapping current-state vs. future-state process flows
- Stakeholder analysis: who benefits, who resists, and how to align
- Capturing pain points through user interviews and feedback loops
- Validating automation candidates with real usage data
- Documenting process metrics: time, cost, error rate, volume
- Creating heat maps of automation potential across SharePoint and Teams
Module 3: AI and Cognitive Services in Microsoft 365 - Introduction to Microsoft Cognitive Services and their integration capabilities
- How natural language processing enables document understanding
- Using AI to extract entities, keywords, and sentiments from unstructured content
- Understanding pre-trained AI models in SharePoint Syntex
- Customising AI models for industry-specific language and jargon
- Integrating vision and speech APIs into workflow automation
- Building confidence scores and validation rules into AI decisions
- Auditing AI model performance over time
- Managing model drift and retraining cycles
- Configuring AI enrichment in document metadata extraction
Module 4: SharePoint Syntex and Content Understanding - Overview of SharePoint Syntex and its enterprise role
- Deploying and licensing Syntex at scale
- Creating document understanding models using AI Builder
- Training models with sample documents and feedback loops
- Designing custom extraction fields and validation rules
- Automating content classification based on AI insights
- Adding metadata automatically using trained models
- Monitoring model accuracy and confidence thresholds
- Handling exceptions and fallback workflows
- Scaling Syntex models across multiple sites and regions
Module 5: Power Automate for AI-Enhanced Workflows - Architecting workflows with AI Builder integrations
- Triggering flows based on AI-detected content changes
- Using pre-built AI models for form processing and language detection
- Building custom AI models for document processing in Power Automate
- Calling AI services from flow actions: text recognition, sentiment, translation
- Designing human-in-the-loop approvals with AI recommendations
- Using condition logic based on AI output
- Scheduling batch processing of legacy documents using AI
- Logging AI decisions for audit and compliance
- Optimising flow performance with error handling and retry policies
Module 6: Copilot Studio and Custom AI Agents - Building AI agents tailored to SharePoint user needs
- Connecting Copilot to SharePoint libraries and lists
- Training AI agents on internal knowledge bases and FAQs
- Configuring conversational flows for request submission and tracking
- Setting up guardrails and content filters for secure responses
- Integrating Copilot with Power Automate for action execution
- Enabling users to query document content naturally
- Automating responses to common SharePoint support requests
- Creating audit trails for AI agent interactions
- Monitoring usage analytics and refining agent performance
Module 7: Intelligent Document Management - Automated document classification using AI metadata tagging
- Routing documents to correct libraries based on content
- Detecting sensitive information and applying retention policies
- Identifying duplicates and enforcing version control
- Generating document summaries using AI summarisation models
- Translating documents on ingestion for global teams
- Creating dynamic document templates with AI-populated fields
- Validating document completeness before approval routing
- Tracking document lifecycle stages with AI insights
- Integrating with e-signature and legal review workflows
Module 8: AI-Powered Forms and Data Collection - Building adaptive forms with Power Apps and AI logic
- Predicting form field values using historical data
- Validating inputs with AI-driven logic checks
- Automatically extracting data from uploaded forms and invoices
- Using AI to complete missing or ambiguous entries
- Routing forms intelligently based on predicted outcomes
- Flagging high-risk submissions for manual review
- Generating form insights and trend reports using AI analytics
- Personalising form experiences based on user role or history
- Securing form data with AI-based anomalous access detection
Module 9: Process Orchestration Across Microsoft 365 - Designing end-to-end workflows spanning Teams, Outlook, and SharePoint
- Synchronising data between systems using AI-triggered flows
- Automating cross-platform approval chains with escalation rules
- Using AI to prioritise tasks in Planner and To Do
- Notifying stakeholders via Teams chat based on workflow milestones
- Creating unified dashboards for multi-system process visibility
- Handling asynchronous events and time-based triggers
- Managing dependencies between automations
- Documenting integration patterns for audit and scaling
- Testing orchestration flows with simulated data
Module 10: Governance, Compliance, and Risk Management - Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Overview of SharePoint Syntex and its enterprise role
- Deploying and licensing Syntex at scale
- Creating document understanding models using AI Builder
- Training models with sample documents and feedback loops
- Designing custom extraction fields and validation rules
- Automating content classification based on AI insights
- Adding metadata automatically using trained models
- Monitoring model accuracy and confidence thresholds
- Handling exceptions and fallback workflows
- Scaling Syntex models across multiple sites and regions
Module 5: Power Automate for AI-Enhanced Workflows - Architecting workflows with AI Builder integrations
- Triggering flows based on AI-detected content changes
- Using pre-built AI models for form processing and language detection
- Building custom AI models for document processing in Power Automate
- Calling AI services from flow actions: text recognition, sentiment, translation
- Designing human-in-the-loop approvals with AI recommendations
- Using condition logic based on AI output
- Scheduling batch processing of legacy documents using AI
- Logging AI decisions for audit and compliance
- Optimising flow performance with error handling and retry policies
Module 6: Copilot Studio and Custom AI Agents - Building AI agents tailored to SharePoint user needs
- Connecting Copilot to SharePoint libraries and lists
- Training AI agents on internal knowledge bases and FAQs
- Configuring conversational flows for request submission and tracking
- Setting up guardrails and content filters for secure responses
- Integrating Copilot with Power Automate for action execution
- Enabling users to query document content naturally
- Automating responses to common SharePoint support requests
- Creating audit trails for AI agent interactions
- Monitoring usage analytics and refining agent performance
Module 7: Intelligent Document Management - Automated document classification using AI metadata tagging
- Routing documents to correct libraries based on content
- Detecting sensitive information and applying retention policies
- Identifying duplicates and enforcing version control
- Generating document summaries using AI summarisation models
- Translating documents on ingestion for global teams
- Creating dynamic document templates with AI-populated fields
- Validating document completeness before approval routing
- Tracking document lifecycle stages with AI insights
- Integrating with e-signature and legal review workflows
Module 8: AI-Powered Forms and Data Collection - Building adaptive forms with Power Apps and AI logic
- Predicting form field values using historical data
- Validating inputs with AI-driven logic checks
- Automatically extracting data from uploaded forms and invoices
- Using AI to complete missing or ambiguous entries
- Routing forms intelligently based on predicted outcomes
- Flagging high-risk submissions for manual review
- Generating form insights and trend reports using AI analytics
- Personalising form experiences based on user role or history
- Securing form data with AI-based anomalous access detection
Module 9: Process Orchestration Across Microsoft 365 - Designing end-to-end workflows spanning Teams, Outlook, and SharePoint
- Synchronising data between systems using AI-triggered flows
- Automating cross-platform approval chains with escalation rules
- Using AI to prioritise tasks in Planner and To Do
- Notifying stakeholders via Teams chat based on workflow milestones
- Creating unified dashboards for multi-system process visibility
- Handling asynchronous events and time-based triggers
- Managing dependencies between automations
- Documenting integration patterns for audit and scaling
- Testing orchestration flows with simulated data
Module 10: Governance, Compliance, and Risk Management - Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Building AI agents tailored to SharePoint user needs
- Connecting Copilot to SharePoint libraries and lists
- Training AI agents on internal knowledge bases and FAQs
- Configuring conversational flows for request submission and tracking
- Setting up guardrails and content filters for secure responses
- Integrating Copilot with Power Automate for action execution
- Enabling users to query document content naturally
- Automating responses to common SharePoint support requests
- Creating audit trails for AI agent interactions
- Monitoring usage analytics and refining agent performance
Module 7: Intelligent Document Management - Automated document classification using AI metadata tagging
- Routing documents to correct libraries based on content
- Detecting sensitive information and applying retention policies
- Identifying duplicates and enforcing version control
- Generating document summaries using AI summarisation models
- Translating documents on ingestion for global teams
- Creating dynamic document templates with AI-populated fields
- Validating document completeness before approval routing
- Tracking document lifecycle stages with AI insights
- Integrating with e-signature and legal review workflows
Module 8: AI-Powered Forms and Data Collection - Building adaptive forms with Power Apps and AI logic
- Predicting form field values using historical data
- Validating inputs with AI-driven logic checks
- Automatically extracting data from uploaded forms and invoices
- Using AI to complete missing or ambiguous entries
- Routing forms intelligently based on predicted outcomes
- Flagging high-risk submissions for manual review
- Generating form insights and trend reports using AI analytics
- Personalising form experiences based on user role or history
- Securing form data with AI-based anomalous access detection
Module 9: Process Orchestration Across Microsoft 365 - Designing end-to-end workflows spanning Teams, Outlook, and SharePoint
- Synchronising data between systems using AI-triggered flows
- Automating cross-platform approval chains with escalation rules
- Using AI to prioritise tasks in Planner and To Do
- Notifying stakeholders via Teams chat based on workflow milestones
- Creating unified dashboards for multi-system process visibility
- Handling asynchronous events and time-based triggers
- Managing dependencies between automations
- Documenting integration patterns for audit and scaling
- Testing orchestration flows with simulated data
Module 10: Governance, Compliance, and Risk Management - Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Building adaptive forms with Power Apps and AI logic
- Predicting form field values using historical data
- Validating inputs with AI-driven logic checks
- Automatically extracting data from uploaded forms and invoices
- Using AI to complete missing or ambiguous entries
- Routing forms intelligently based on predicted outcomes
- Flagging high-risk submissions for manual review
- Generating form insights and trend reports using AI analytics
- Personalising form experiences based on user role or history
- Securing form data with AI-based anomalous access detection
Module 9: Process Orchestration Across Microsoft 365 - Designing end-to-end workflows spanning Teams, Outlook, and SharePoint
- Synchronising data between systems using AI-triggered flows
- Automating cross-platform approval chains with escalation rules
- Using AI to prioritise tasks in Planner and To Do
- Notifying stakeholders via Teams chat based on workflow milestones
- Creating unified dashboards for multi-system process visibility
- Handling asynchronous events and time-based triggers
- Managing dependencies between automations
- Documenting integration patterns for audit and scaling
- Testing orchestration flows with simulated data
Module 10: Governance, Compliance, and Risk Management - Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Establishing automation governance policies
- Designing workflows with built-in compliance checks
- Integrating with Microsoft Purview for data classification
- Applying retention and deletion rules triggered by AI decisions
- Maintaining audit logs for all automated actions
- Monitoring for unauthorised automation attempts
- Enforcing role-based access to sensitive flows
- Creating approval gates for high-impact automations
- Documenting control objectives and testing them regularly
- Aligning with ISO 27001, GDPR, and other regulatory frameworks
Module 11: Centre of Excellence (CoE) Integration - Onboarding automations into the Power Platform CoE
- Using CoE dashboards to track AI flow usage and health
- Setting up alerts for failed or degraded automations
- Standardising naming conventions and documentation practices
- Sharing reusable components across teams
- Managing environment lifecycle for automation deployment
- Rolling out best practices through CoE learning paths
- Measuring CoE maturity using automation KPIs
- Facilitating peer reviews and solution validation
- Scaling automation adoption using CoE-led enablement
Module 12: Change Management and User Adoption - Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Planning communication strategies for automation rollout
- Addressing fears of job displacement with upskilling narratives
- Designing onboarding materials for end-users
- Gathering feedback and iterating on user experience
- Running pilot programs with cross-functional teams
- Training super users as automation champions
- Measuring adoption through login and usage analytics
- Creating feedback loops for continuous improvement
- Documenting success stories for internal advocacy
- Sustaining momentum with regular automation showcases
Module 13: Performance Monitoring and Continuous Optimisation - Setting up KPIs for automated processes
- Tracking cycle time, error rate, volume, and cost savings
- Using Power BI to visualise automation impact
- Identifying bottlenecks in AI-enhanced workflows
- Conducting monthly automation reviews
- Updating AI models with new training data
- Rerunning process assessments to find new opportunities
- Automating monitoring reports using scheduled flows
- Creating self-healing workflows that adapt to changes
- Building feedback mechanisms into every automated process
Module 14: Advanced Patterns and Real-World Use Cases - Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Automating contract lifecycle management with AI extraction
- Processing employee onboarding packets with intelligent routing
- Handling invoice processing with AI-based data capture
- Managing legal document review with AI-assisted redaction
- Automating compliance audits using AI audit trails
- Enabling dynamic knowledge base updates from completed workflows
- Building AI-powered customer request handling in SharePoint
- Creating self-updating training content from process changes
- Routing IT support tickets using AI classification
- Generating executive reports from operational data automatically
Module 15: Implementation Roadmap and Governance Rollout - Creating a 30-60-90 day implementation plan
- Defining success criteria for each phase
- Securing stakeholder buy-in with targeted communication
- Allocating resources and assigning roles
- Developing a testing and validation protocol
- Documenting rollback procedures for failed deployments
- Integrating with existing ITSM and change management systems
- Establishing version control for automation assets
- Planning for disaster recovery and backup workflows
- Setting up a continuous improvement cycle post-launch
Module 16: Certification, Career Advancement, and Next Steps - Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities
- Preparing your board-ready automation proposal
- Documenting ROI with before-and-after metrics
- Building a portfolio of implemented automations
- Adding the Certificate of Completion to your professional profiles
- Networking with other AI automation professionals
- Pursuing advanced Microsoft certifications
- Positioning yourself for roles in digital transformation
- Leveraging automation experience in performance reviews
- Speaking with confidence about AI strategy in interviews
- Continuing learning with recommended resources and communities