Robotic Process Automation Project Management: Certification

Learn how to confidently manage automation projects end to end, delivering the 6 stages of an RPA project successfully

What you'll learn

How to manage an RPA project end to end

The key stages in an RPA project and how to deliver them

How to work with teams, developers and key stakeholders across a project

The project management tools and templates, applied in an RPA setting

How to define, design and deliver an RPA solution successfully and in full

How to gather requirements for an automated solution

How to map out the current and future state processes seen and needed

How to build an effective PDD (Process Definition Document)

The activities to be conducted before, during and after an automation project has completed

How to manage the Developers, the testing of solutions and running of design workshops

Requirements

None. We will work with you throughout the course

No prior knowledge of RPA or automation project management is required

No prior process or project management is required

Course has been built to be open to all levels

Reach out to me if you need assistance

Description

When it comes to learning RPA and automation skills, the focus in courses is often placed heavily on the technical side - how to design and how to build. Alongside those vital skills, this course has been created to show how to manage that development, and the wider RPA project itself. Delivering RPA into a process is not a job done overnight, and can indeed take weeks and months to do. With that, come full end to end projects that need to be delivered.In this course, you will learn how to confidently and successfully deploy those RPA projects, in full, in your organization from the second you complete the course. We will go through practical demonstrations, exercises and scenarios. We will explore the tools and templates you should use, the techniques to deploy and the methodologies to follow. We will show you how to manage the people, the process, the project. You will understand the types of challenges that will be faced and how to deal with them.In the course, we will cover off:- How to choose the process to automate.- How to gather the requirements for your automated solution.- How to map out the current and future state processes.- How to build out the vitally important Process Definition Document (PDD).- How to manage your Developers and work with them constructively.- How to define, design and deploy your automated solution, including testing.- How to close out your project successfully, including post go LIVE work.By the end of this course, you will have the knowledge and the confidence to deliver end to end RPA projects in full, in a range of setting and scenarios, and for an array of purposes. This skill is one often learnt and not taught, so by taking this course, you will be advancing way ahead of others just like you in the wider market.

Overview

Section 1: Introduction

Lecture 1 What is covered in this course?

Lecture 2 What is the purpose of this course?

Section 2: Fundamentals of the approach

Lecture 3 What is RPA (Robotic Process Automation)?

Lecture 4 Examples of RPA

Lecture 5 The reasons & benefits of RPA

Lecture 6 What is a process?

Lecture 7 How to define a "ripe" process

Lecture 8 What are requirements?

Lecture 9 What are requirements? Part 2

Lecture 10 Current vs. Future state

Lecture 11 Current vs. Future state part 2

Lecture 12 Current vs. Future state part 3

Lecture 13 What is a PDD?

Lecture 14 Delivering an RPA solution

Lecture 15 Delivering an RPA solution part 2

Lecture 16 Scenario

Section 3: Stage 1: Determining the right process

Lecture 17 Overview

Lecture 18 Identify the processes

Lecture 19 Consult with management

Lecture 20 Consult with the teams

Lecture 21 Set criteria and search the business

Lecture 22 Outside specialist conducts review

Lecture 23 Dictated from management

Lecture 24 Identify the processes - demonstration

Lecture 25 Define your characteristics

Lecture 26 Define your characteristics - continued

Lecture 27 Define your characteristics - demonstration

Lecture 28 Build out your rating card

Lecture 29 Build out your rating card - demonstration

Lecture 30 Choose the process

Lecture 31 Choose the process - demonstration

Section 4: Stage 2: Gather the requirements

Lecture 32 Overview

Lecture 33 Requirements document

Lecture 34 Requirements document: Executive Summary

Lecture 35 Requirements document: Objectives

Lecture 36 Requirements document: Scope

Lecture 37 Requirements document: Key Stakeholders

Lecture 38 Determine the collection method

Lecture 39 Determine the collection method: Build out the collection document

Lecture 40 Determine the collection method: Build out the document guidance

Lecture 41 Determine the collection method: Getting the requirements document out

Lecture 42 Determine collection method: Track the gathering of requirements

Lecture 43 The MoSCoW method

Lecture 44 The MoSCoW method continued

Lecture 45 Collect the requirements

Lecture 46 Collect the requirements: Demonstration

Lecture 47 Review the requirements: 6 stages

Lecture 48 Review the requirements: Summary

Section 5: Stage 3: Mapping the CURRENT state

Lecture 49 Stage 1: Identify the process

Lecture 50 Stage 2: Gather the team part 1

Lecture 51 Gather the team part 2

Lecture 52 Gather the team: Demonstration

Lecture 53 Stage 3: Choose your method

Lecture 54 Choose your method: Swimlane Flowchart

Lecture 55 Choose your method: Flowchart

Lecture 56 Choose your method: BPMN

Lecture 57 Stage 4: Map the process

Lecture 58 Map the process: Demonstration

Lecture 59 Stage 5: Annotate the process part 1

Lecture 60 Annotate the process part 2

Lecture 61 Annotate the process: Demonstration

Section 6: Stage 3 continued: Mapping the FUTURE state

Lecture 62 Stage 1: Review the current state part 1

Lecture 63 Review the current state part 2

Lecture 64 Review the current state part 3

Lecture 65 Review the current state part 4

Lecture 66 Stage 2: Review the requirements gathered

Lecture 67 Review the requirements gathered: Demonstration

Lecture 68 Stage 3: Map the process

Lecture 69 Map the process: Demonstration

Lecture 70 Stage 4: Annotate the process

Lecture 71 Annotate the process: Demonstration

Lecture 72 Stage 5: Review & sign off process

Section 7: Stage 4: Process Definition Document

Lecture 73 Objective

Lecture 74 Objective: Demonstration

Lecture 75 Objective: Business objectives & benefits

Lecture 76 Objective: Business objectives & benefits demonstration

Lecture 77 Current process: Process overview

Lecture 78 Current process: Demonstration

Lecture 79 Current process: Standard of metrics

Lecture 80 Current process: Standard of metrics demonstration

Lecture 81 Current process: Volume of data

Lecture 82 Current process: Volume of data demonstration

Lecture 83 Business rules

Lecture 84 Business rules: Demonstration

Lecture 85 As-is process

Lecture 86 As-is process: Demonstration

Lecture 87 To-be process

Lecture 88 To-be process: Demonstration

Lecture 89 Requirements

Lecture 90 Requirements: Demonstration

Lecture 91 In & out of scope: In scope

Lecture 92 In & out of scope: In scope demonstration

Lecture 93 In & out of scope: Out of scope

Lecture 94 In & out of scope: Out of scope demonstration

Lecture 95 Non-process requirements: Systems

Lecture 96 Non-process requirements: Systems demonstration

Lecture 97 Non-process requirements: Reporting

Lecture 98 Non-process requirements: Reporting demonstration

Lecture 99 Non-process requirements: Archiving & data security

Lecture 100 Non-process requirements: Archiving & data security demonstration

Lecture 101 Closing items

Lecture 102 Closing items: Demonstration

Lecture 103 Document management

Section 8: Stage 5: Steps to deploy the solution

Lecture 104 Information given to developers - part 1

Lecture 105 Information given to developers - part 2

Lecture 106 Information given to developers - part 3

Lecture 107 Information given to developers - part 4

Lecture 108 Developers build the SDD - part 1

Lecture 109 Developers build the SDD - part 2

Lecture 110 Developers build the SDD - part 3

Lecture 111 Testing is conducted

Lecture 112 Testing is conducted - best practices

Lecture 113 Testing is conducted - types of RPA testing

Lecture 114 RPA solution is deployed - Implementation Plan

Lecture 115 RPA solution is deployed - Implementation Plan demonstration

Lecture 116 RPA solution is deployed - Governance Plan

Lecture 117 RPA solution is deployed - Governance Plan demonstration

Lecture 118 RPA solution is deployed - Parallel run part 1

Lecture 119 RPA solution is deployed - Parallel run part 2

Lecture 120 RPA solution is deployed - GO LIVE

Lecture 121 Benefits realization

Lecture 122 Benefits realization - demonstration

Section 9: Stage 6: RPA post go LIVE

Lecture 123 Error proofing - introduction

Lecture 124 Types and examples of error proofing

Lecture 125 Error Proofing Plan - demonstration

Lecture 126 Maintenance

Lecture 127 Maintenance Plan - demonstration

Lecture 128 Maintenance Tracker - demonstration

Lecture 129 Reporting

Lecture 130 Reporting - demonstration

Lecture 131 Checklist

Section 10: Close out

Lecture 132 Review of key learnings

Lecture 133 Thank you

Lecture 134 Bonus lecture

Anyone working with a business process, producing some form of output,Anyone working operationally within a business, working with multiple teams, activities or outputs,Anyone who wants to be able to gain RPA automation skills in the field of process automation,Those looking to play a greater role in critical business projects today, and longer term