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
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
How it is delivered ?
Overview of software
End-user vs. formal IT project
Agile project approaches
2. Process optimisation
Role of automation
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
Is RPA the right solution?
Repetition and frequency
Types of RPA solution
Do-it yourself – user level using publicly available / free tools, such as Python