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Process Automation Platform in Business Process Redesign

$300.00
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Includes a practical, ready-to-use toolkit containing implementation templates, worksheets, checklists, and decision-support materials used to accelerate real-world application and reduce setup time.
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What does the Process Automation Platform in Business Process Redesign course cover?

Process Automation Platform in Business Process Redesign is covered here in 9 modules: Strategic Assessment and Use Case Prioritization, Platform Selection and Architecture Design, Process Discovery and Task Mining and 6 more. The outline lists 63 specific topics, opening with evaluate existing business processes for automation potential using volume, error rate, and cycle time metrics from operational logs.

How do you approach Process Automation Platform in Business Process Redesign step by step?

The work is sequenced in 9 stages. It starts with Strategic Assessment and Use Case Prioritization, moves through Platform Selection and Architecture Design and Process Discovery and Task Mining, and ends at Scaling Automation Across the Enterprise. Each stage carries its own topic list, so the sequence is followed rather than summarised.

What is in Module 1 of the Process Automation Platform in Business Process Redesign course?

Module 1 is Strategic Assessment and Use Case Prioritization. It works through evaluate existing business processes for automation potential using volume, error rate, and cycle time metrics from operational logs., conduct stakeholder interviews to identify pain points in cross-functional workflows involving finance, HR, or supply chain., map process variability across departments to determine standardization feasibility before automation. and 4 more.

How is the Process Automation Platform in Business Process Redesign course delivered?

The Process Automation Platform in Business Process Redesign course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Process Automation Platform in Business Process Redesign course cost?

The Process Automation Platform in Business Process Redesign course is $300 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Automated Planning in Business Process Redesign, Automated Decision in Business Process Redesign, Process Automation in Business Process Redesign, Task Automation in Business Process Redesign.

More answers: what you get with every course, refund policy, all help answers.

This curriculum spans the lifecycle of an enterprise automation initiative, comparable in scope to a multi-phase advisory engagement covering assessment, platform design, process mining, development, governance, and scaling, with technical and organizational depth aligned to cross-functional process transformation programs.

Module 1: Strategic Assessment and Use Case Prioritization

  • Evaluate existing business processes for automation potential using volume, error rate, and cycle time metrics from operational logs.
  • Conduct stakeholder interviews to identify pain points in cross-functional workflows involving finance, HR, or supply chain.
  • Map process variability across departments to determine standardization feasibility before automation.
  • Apply cost-of-delay analysis to prioritize automations that reduce regulatory compliance risk or customer SLA breaches.
  • Assess integration dependencies with legacy ERP or CRM systems to determine technical feasibility of end-to-end automation.
  • Define success criteria for pilot automations using KPIs such as FTE reduction, error elimination, or processing time.
  • Document exception handling paths in current processes to determine whether automation can manage edge cases.

Module 2: Platform Selection and Architecture Design

  • Compare low-code platforms based on API extensibility, on-premise deployment options, and audit trail capabilities.
  • Design integration patterns using middleware (e.g., ESB or iPaaS) to connect automation tools with core transactional systems.
  • Specify high availability and disaster recovery requirements for mission-critical automated workflows.
  • Define user role hierarchies and permission sets aligned with existing IAM policies and least-privilege access.
  • Select execution environments (cloud, hybrid, on-premise) based on data residency and regulatory constraints.
  • Establish version control and deployment pipelines for bot code using Git and CI/CD tooling.
  • Size infrastructure requirements based on concurrent process executions and data throughput projections.

Module 3: Process Discovery and Task Mining

  • Deploy task mining agents to capture user interactions in target applications and identify repetitive keystroke patterns.
  • Validate discovered process variants against business rules to filter out non-standard or ad hoc activities.
  • Use process mining tools to compare actual workflow execution against documented SOPs and identify bottlenecks.
  • Classify automatable tasks based on structured input, rule-based decisions, and minimal human judgment.
  • Quantify time spent per task using desktop analytics to build business case for automation ROI.
  • Collaborate with process owners to reconcile discrepancies between system logs and observed behavior.
  • Identify data quality issues in source systems that could disrupt automated process execution.

Module 4: Workflow Modeling and Orchestration

  • Model end-to-end processes using BPMN 2.0 with explicit gateways for exception routing and escalation paths.
  • Define subprocess boundaries to enable reuse across multiple automation initiatives.
  • Configure parallel execution paths for independent approval chains to reduce total processing time.
  • Implement dynamic routing rules based on data attributes (e.g., transaction value, geography).
  • Embed manual intervention points with SLA tracking for hybrid human-digital workflows.
  • Design compensating transactions for rollback scenarios in multi-step financial processes.
  • Integrate real-time dashboards into orchestration layer for operational monitoring by business users.
  • Module 5: Bot Development and Integration

    • Develop screen automation scripts using selectors resilient to UI changes in third-party applications.
    • Implement API-based integrations with SAP or Salesforce to avoid reliance on UI automation.
    • Encrypt sensitive credentials using secure credential vaults and rotate keys according to security policy.
    • Build error handling routines that log failed transactions and trigger alerts based on retry thresholds.
    • Parameterize bot inputs to support multiple environments (dev, test, prod) without code changes.
    • Validate data transformations between systems to prevent downstream reconciliation issues.
    • Optimize bot performance by batching transactions and minimizing system login/logout cycles.

    Module 6: Change Management and User Adoption

    • Identify power users in each department to co-develop automation solutions and validate outputs.
    • Redesign job roles and responsibilities to reflect reduced manual workload and new oversight duties.
    • Develop training materials focused on exception handling and system monitoring for process owners.
    • Communicate automation impact transparently to avoid workforce anxiety about role displacement.
    • Implement phased rollouts with shadow mode execution to validate accuracy before cutover.
    • Establish feedback loops for users to report automation errors or process deviations.
    • Document revised SOPs to reflect automated steps and updated human responsibilities.

    Module 7: Governance, Compliance, and Audit

    • Define logging standards to capture bot activity, data inputs, and decision points for audit trails.
    • Implement segregation of duties between developers, testers, and production release approvers.
    • Conduct access reviews to ensure only authorized personnel can modify or execute production bots.
    • Align automation controls with SOX, GDPR, or HIPAA requirements based on data sensitivity.
    • Perform periodic bot health checks to detect performance degradation or logic drift.
    • Archive historical process data and bot versions to support regulatory inquiries.
    • Integrate with SIEM tools to monitor for unauthorized bot execution or data access.

    Module 8: Performance Monitoring and Continuous Improvement

    • Deploy real-time monitoring dashboards showing bot uptime, transaction volume, and error rates.
    • Set up automated alerts for failed processes or SLA breaches with escalation to support teams.
    • Conduct root cause analysis on bot failures using logs and system health metrics.
    • Measure actual vs. projected ROI for completed automations and update business case models.
    • Identify new automation opportunities from residual manual steps in partially automated processes.
    • Update bots to adapt to application changes (e.g., UI updates, field renames) in source systems.
    • Establish a center of excellence to standardize practices, share reusable components, and track portfolio health.

    Module 9: Scaling Automation Across the Enterprise

    • Develop a centralized automation pipeline for bot development, testing, and deployment.
    • Standardize naming conventions, error codes, and logging formats across all automations.
    • Allocate shared resources (e.g., virtual machines, runtimes) based on process criticality and volume.
    • Negotiate enterprise licensing agreements based on projected bot count and user concurrency.
    • Integrate automation KPIs into executive dashboards to maintain strategic visibility.
    • Expand automation scope to adjacent processes using lessons learned from initial deployments.
    • Establish a demand intake process to evaluate and prioritize new automation requests from business units.