Business process automation

Course objective

To teach participants to think in terms of processes and digital transformation — to see not just tasks, but value creation flows, optimize them, and automate using modern technologies such as BPMN, RPA, API integrations, and AI solutions. After completing the course, teams will be able to initiate and implement automation within their departments and measure its business impact.

Learning Format

  • Online / practical course
  • Practical cases, workshops, interactive sessions
  • Participant support via a private chat during the course
  • Price: 18000 UAH

What Will Graduates Gain?

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The problem this course solves

Many companies have chaotic, undocumented, or disconnected business processes. As a result, employees waste time on routine tasks, data is duplicated across systems, and automation happens sporadically without measurable results. 

This course helps establish a systematic approach to process management and automation — from modeling and analysis to the implementation of RPA, AI, and system integrations.

You will learn to see processes as value creation flows, optimize them, and initiate automation within your department, making digital transformation measurable and effective.

Program of the course "Business process automation"

1
  • What a process is and how it differs from a function
  • The business process in the context of company strategy
  • Types of processes: operational, management, support
  • Stages of the process life cycle: AS-IS → TO-BE → automation
  • Digital transformation as a result of process thinking

Practical session: mapping the main processes of your company


2
  • Purpose of BPMN: visualization of process logic
  • Main BPMN elements: events, actions, gateways, flows, pools
  • How to describe data and decision flows
  • Modeling tools: Bizagi, Draw.io, Miro
  • Common mistakes when creating models

Practical session: building the process “Request Approval” in BPMN


3
  • How to evaluate process efficiency
  • Lean: 8 types of waste
  • Value Stream Mapping (VSM)
  • Using process metrics (KPI, SLA, Cycle Time, Cost per Task)
  • How to prepare a process for automation

Practical session: creating a VSM for a company process


4
  • Types of automation: rule-based, integration-based, AI-driven
  • Low-code / No-code platforms: Power Automate, Make, AppSheet
  • When RPA is needed and when API integration is better
  • Criteria for selecting processes for automation

Practical session: assessing complexity and benefits for 3 processes (ROI matrix)


5
  • Principles of RPA operation
  • Solution architecture: robot, orchestrator, logging
  • Tools: UiPath, Automation Anywhere, Power Automate Desktop
  • Preparing data and scenarios for robots

Practical session: creating a simple RPA scenario for Excel or Outlook


6
  • Types of integrations: point-to-point, bus, API, ETL
  • “Single Source of Truth” approach
  • Examples of CRM, ERP, HRM integrations
  • How to combine data from different systems

Practical session: data integration scheme (Data Flow Diagram)


7
  • What cognitive automation is
  • AI agents: processing requests, texts, images, reports
  • RPA + AI synergy (Intelligent Process Automation)
  • Use cases: ChatGPT, Claude, Copilot, Make, Zapier

Practical session: creating an AI agent that responds to user requests


8
  • Typical document workflow automation scenarios
  • Implementing workflow systems (Power Automate, DocuSign, Notion)
  • Using AI to extract data from documents
  • Decision Automation: rules, triggers, scenarios

Practical session: building a digital workflow process


9
  • How to prepare an organization for automation
  • Transformation communication strategy
  • Roles in an automation project: sponsor, process owner, analyst, developer
  • How to overcome resistance to change

Practical session: stakeholder map and communication plan


10
  • How to evaluate ROI and TCO of process automation
  • Effect metrics: speed, quality, time savings, risk reduction
  • Strategy for scaling automation in the company
  • Process Center of Excellence (CoE)

Practical session: creating a business case presentation “Implementation of Process X Automation”


11

After completing the course, participants:

  • understand how to take a systematic approach to business process automation;
  • can model, analyze, and optimize processes;
  • know which technologies and tools to use (RPA, AI, BPM, API);
  • can create technical requirements for automation;
  • are ready to participate in digital transformation projects as analysts or change initiators.

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