• Post category:StudyBullet-16
  • Reading time:7 mins read

Learn how to create and deliver a plan to automate a process within your business, using PDD, RPA and other techniques.

What you will learn

How to automate a business process

How to identify and define a process in need of automation

How to develop a plan for the deployment of an automated solution

The process to follow, end to end, to automate

How to build a PDD (Process Definition Document)

How to improve operational performance & efficiency with this approach

What process automation is, its key features

How to sell the vision and secure buy in for the work to come

How to work with developers through to project completion

How to find the organization big savings and efficiencies in their process


Automating business processes using techniques such as RPA (Robotic Process Automation) is a skill highly in demand in today’s workforce. Businesses are seeking new and innovative ways to improve their operational performance, save money, reduce time wasted and produce better quality products and services, all quicker and more efficiently. They want to reduce the occurrence of errors and issues, defects and problems. Automating their processes can help with all of that.

In this course, we are going to explore the following:

– How to identify and define a process as “ripe” and ready for automation, looking through the techniques to determine this.

– How to plan for an automation project of this kind (process automation).

– How to build out the most important document in process automation, the PDD (Process Definition Document).

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– What automation is, the different types you may see and how process automation fits in here.

– A practical example of a real life automation, defined, explored and deployed within an organization.

The course focuses on a good mix of the practical and the theoretical. The aim is for you to leave the course confident to be able to identify a process in need of automation, and the steps you need to take post this to deploy the change. We will cover off what work you need to do internally (process mapping, project management activities) and the work the developers will be taking on (production, test scenarios etc.)

It is worth noting this course is NOT about giving you technical skills to actually build the automation itself. This course is going to upskill you in how to run a process automation project, how to identify and prioritize those processes ripe for automation and how to conduct the many activities internally (such as planning, mapping, workshops etc.) to get the automation over the line. These skills (outside of the technical) are really important – having someone coordinate, plan and delivering all of the work required.




What is covered in this course?
What is the purpose of this course?

Fundamentals of process automation

What is automation?
What is automation? – Continued
What is automation? – Examples
What is a process?
What is process automation?
What is process automation? – Continued
Purpose & benefits of process automation
Purpose & benefits of process automation – Continued
Practical exercise

The process to automate begins

Define a “ripe” process
Define a “ripe” process – Example
Map the process
Map the process – demonstration
Map the process – wrap up
Analyze the process
Analyze the process – Demonstration
Analyze the process – Questions to ask
Prepare the process
Prepare the process – Demonstration
Prepare the process – Wrap up
Project fundamentals

Process Definition Document (PDD)

Introduction to the PDD
PDD – The objective
PDD – Business objectives & benefits
PDD – Process overview
PDD – Standard of metrics
PDD – Volume of data
PDD – Business rules
PDD – As-is process
PDD – To-be process
PDD – In-scope
PDD – Out of scope
PDD – Systems
PDD – Reporting
PDD – Archiving, security & data retention
PDD – Closing items

The process to automate continued

Solution Definition Document – SDD
User Acceptance Testing (UAT) – What is UAT?
UAT – Roadmap
UAT – Wrap up
Maintenance & control

Close out

Practical exercise
Review of key learnings
Thank you