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Robotic process and intelligent automation for finance

ACCA via edX


This course is designed for accountancy, finance and business professionals working in all organisations from small business, large corporates or financial services or who are just interested in learning more about these new and exciting technologies and how they can transform organisational processes and customer experiences of services and products. With a focus on practical skills throughout, this course provides the ability to apply skills as well as understand them.


1. What is Intelligent Automation

The concept

  • Why finance functions need to transform

  • The nature of the opportunity

  • Target operating model for finance

  • Role of the finance function in decision making

  • Data governance – one version of the truth

IA and process improvement

  • Relation between IA and process optimisation

  • How clean do your processes need to be?

The tools in overview

  • Robotic Process Automation

  • Machine Learning and Artificial Intelligence

  • Python

How it is delivered ?

  • Overview of software

  • End-user vs. formal IT project

  • Agile project approaches

2. Process optimisation


Role of automation

Workflow management

Design thinking

Implication on headcount

3. Choosing the solution


Business issues facing finance

Correctly identify the problem / opportunity


  • What type of processes are you looking to automate?

  • Repetitive processes vs. judgement

Evaluating candidates

  • Is RPA the right solution?

  • Repetition and frequency

  • Data manipulation

Types of RPA solution

  • Do-it yourself – user level using publicly available / free tools, such as Python

  • Off-the-shelf – package software

  • Customised – vendor developed bespoke solutions

  • Selecting the appropriate solution

4. Do-it-yourself

Python based solutions

  • What is Python?

  • Application of Python to finance problems?

  • Machine Learning in context of finance


  • Where Python based solutions are

Case studies

  • Practical examples using Python skills

Skills and resources

  • Skills needed to implement such a solution

  • Resources needed

5. Off-the-shelf

Vendor landscape

  • Nature of RPA tools available


  • Case study of implementation

Scenario/lab exercise

  • Simple process definition exercise

Skills and resources

  • Skills needed to implement such a solution

  • Resources needed

6. Customised RPA


  • Where customised RPA may be applicable

  • Identifying procurement process

7. Comparing options

Case study

  • Exercise on selecting right approach

8. Developing the business case

Business case

  • Defining the problem

  • Establishing the benefits

  • Identifying the processes

  • Project team structure

  • Risk management and governance


Walk-through exercise of business case

Taught by

Tze Chem and Clive Webb


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