Rpa Project: Process Definition Document (Pdd)

Learn how to design, compile and deliver the Process Definition Document - the most crucial document in any RPA project.

What you'll learn

What RPA (Robotic Process Automation) is

What a Process Definition Document (PDD) is

How to build out a PDD with confidence

What to include within a PDD

What best practice looks like when constructing the PDD

How to set up the next stage of your RPA project successfully

How to present key information to developers successfully

What constitutes a process RPA could assist with

How to compile requirements, process maps and directions for the RPA work into one place

Key considerations such as owner, management of the document and version control

Requirements

None. We will work with you through the course

No prior knowledge of RPA or automation project management is required

No prior process management experience is required

Course has been built to be open to all levels

Reach out to me if you need assistance

Description

Many RPA/Automation courses focus on the technical - how to build actual bots or automated solutions. This series of courses focuses on how to manage this work - a vital skill often lacking in businesses today.In this course, you are going to learn about the Process Definition Document (PDD). This is the most crucial document in any RPA project. It is the document that brings together all of the key strands of the project into one place. Much of the work that has been done previously will be compiled here, and presented in a way developers can digest. To successfully deliver an RPA project, a strong, clear and confident PDD is absolutely vital.In the course, we will cover the following:- What is RPA and how to define a process.- What a PDD is - its features, sections and purpose.- How to build out a PDD.- How to pull together the process maps, business requirements and scope definitions into one format which developers can use to build the RPA solution.Getting this document right is crucial, and that includes understanding the right way to present all of the information. As we run through the course, we will do so using a scenario example, case studies and practical exercises, all to ensure you know practically how to build out a PDD, and can try it out for yourself.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Disclaimer

Lecture 3 What is the purpose of this course?

Section 2: Fundamentals of the approach

Lecture 4 What is RPA?

Lecture 5 Examples of RPA

Lecture 6 The reasons for & benefits of RPA

Lecture 7 What is a process?

Lecture 8 What is a PDD?

Lecture 9 Scenario

Section 3: Process Definition Document

Lecture 10 Objective

Lecture 11 Objective: Demonstration

Lecture 12 Objective: Business objectives & benefits

Lecture 13 Objective: Business objectives & benefits demonstration

Lecture 14 Current process: Process overview

Lecture 15 Current process: Demonstration

Lecture 16 Current process: Standard of metrics

Lecture 17 Current process: Standard of metrics demonstration

Lecture 18 Current process: Volume of data

Lecture 19 Current process: Volume of data demonstration

Lecture 20 Business rules

Lecture 21 Business rules: Demonstration

Lecture 22 As-is process

Lecture 23 As-is process: Demonstration

Lecture 24 To-be process

Lecture 25 To-be process: Demonstration

Lecture 26 Requirements

Lecture 27 Requirements: Demonstration

Lecture 28 In & out of scope: In scope

Lecture 29 In & out of scope: In scope demonstration

Lecture 30 In & out of scope: Out of scope

Lecture 31 In & out of scope: Out of scope demonstration

Lecture 32 Non-process requirements: Systems

Lecture 33 Non-process requirements: Systems demonstration

Lecture 34 Non-process requirements: Reporting

Lecture 35 Non-process requirements: Reporting demonstration

Lecture 36 Non-process requirements: Archiving & data security

Lecture 37 Non-process requirements: Archiving & data security demonstration

Lecture 38 Closing items

Lecture 39 Closing items: Demonstration

Lecture 40 Document management

Section 4: Close out

Lecture 41 Practical exercise

Lecture 42 Review of key learnings

Lecture 43 Thank you

Lecture 44 Bonus

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