Business Process Automation: Certification

Name: Business Process Automation: Certification
Rating: 4.5 (392 reviews)

Identify automation opportunities, map and redesign workflows, build the PDD, test and control the solution

Highest Rated

Created byRobert Chapman | Business Improvement Solutions

Last updated 8/2026

English

English [Auto],

What you'll learn

Assess business processes for automation using value, feasibility and risk criteria.
Define automation goals, scope, stakeholders and measurable success criteria.
Map and analyse a current-state process before redesigning it for automation.
Build a Process Definition Document covering rules, data, exceptions and hand-offs.
Coordinate with developers through solution design, testing and implementation.
Establish ownership and controls that sustain the automated process after launch.

Course content

6 sections • 50 lectures • 5h 13m total length

What is covered in this course?2:10
In this video, we will explore what is covered within this course.
Disclaimer0:57
In this video, we will run through a brief disclaimer for this course.
What is the purpose of this course?6:49
In this video, we will explore the purpose of this course.

What is automation?5:45
In this video, we will explore what automation is.
What is automation? - Continued8:55
In this video, we will continue to explore what automation is.
What is automation? - Examples6:51
In this video, we will explore some examples of automation.
What is a process?9:24
In this video, we will explore what a process is.
What is process automation?8:50
In this video, we will explore what process automation actually is.
What is process automation? - Continued6:20
In this video, we will continue to explore what process automation is.
Purpose & benefits of process automation6:56
In this video, we will explore the purpose and benefits of process automation.
Purpose & benefits of process automation - Continued4:04
In this video, we will continue to explore the purpose and benefits of process automation.
Practical exercise4:03
In this video, we will run through a practical exercise to test your grasp of the content so far.
Scenario4:03
In this video, we will explore the scenario to be followed throughout this course.
Section quiz

Define a "ripe" process6:16
In this video, we will explore how you define what is a "ripe" process, ready for automation.
Define a "ripe" process - Example10:08
In this video, we will look at our scenario example to understand practically how to do this.
Map the process4:12
In this video, we will look to map our process in swim lane flowchart format.
Map the process - demonstration5:43
In this video, we will run through a demonstration of the process in question being mapped.
Map the process - wrap up3:33
In this video, we will wrap up the map the process lecture series.
Analyze the process6:02
In this video, we will seek to understand how to successfully analyze the process.
Analyze the process - Demonstration7:09
In this video, we will run through a practical demonstration of analyzing our scenario process.
Analyze the process - Questions to ask3:36
In this video, we will run through the types of questions to ask during this phase.
Prepare the process6:31
In this video, we will prepare the process for automation.
Prepare the process - Demonstration5:09
In this video, we will run through a demonstration of how to prepare your process.
Prepare the process - Wrap up3:55
In this video, we will wrap up this section of discussion.
Project fundamentals6:45
In this video, we will explore some of the fundamentals you need to know heading into an automation project.
Section quiz

Introduction to the PDD5:46
In this video, we will introduce the PDD.
PDD - The objective6:46
In this video, we will explore how to populate the objective section of the PDD.
PDD - Business objectives & benefits5:55
In this video, we will explore how to populate the business objectives & benefits section of the PDD.
PDD - Process overview5:19
In this video, we will explore how to populate the process overview section of the PDD.
PDD - Standard of metrics10:26
In this video, we will explore how to populate the standard of metrics section of the PDD.
PDD - Volume of data6:53
In this video, we will explore how to populate the volume of data section of the PDD.
PDD - Business rules8:02
In this video, we will explore how to populate the business rules section of the PDD.
PDD - As-is process5:58
In this video, we will explore how to populate the as-is process section of the PDD.
PDD - To-be process6:39
In this video, we will explore how to populate the to-be process section of the PDD.
PDD - In-scope9:00
In this video, we will explore how to populate the in-scope section of the PDD.
PDD - Out of scope5:57
In this video, we will explore how to populate the out of scope section of the PDD.
PDD - Systems5:36
In this video, we will explore how to populate the systems section of the PDD.
PDD - Reporting5:48
In this video, we will explore how to populate the reporting section of the PDD.
PDD - Archiving, security & data retention5:35
In this video, we will explore how to populate the archiving, security & data retention section of the PDD.
PDD - Closing items10:01
In this video, we will explore how to populate the closing items section of the PDD.
PDD Assignment

Solution Definition Document - SDD8:26
In this video, we will explore the developer activity of building out the SDD.
Development3:11
In this video, we will explore the development phase, delivered by the developers.
User Acceptance Testing (UAT) - What is UAT?7:23
In this video, we will explore what UAT is and entails.
UAT - Roadmap5:20
In this video, we will explore the roadmap for UAT work.
UAT - Wrap up7:48
In this video, we will explore the final pieces of UAT.
Production5:15
In this video, we will explore the developer activity of production work.
Maintenance & control8:41
In this video, we will explore the final activities within the process automation initiative.
Section quiz

Requirements

No programming or bot-building experience is required.
Familiarity with a business process is helpful but not essential.
Standard office or process-mapping tools are sufficient for the practical activities.

Description

Successful process automation is not only a technical build. Before developers can create an RPA solution, the business must select the right process, document it clearly, define requirements, build the Process Definition Document (PDD) and manage delivery through testing and control. This practical course teaches that business and project-management side of automation from end to end.

You will learn how to assess whether a process is suitable for automation, define the opportunity and create a clear plan for delivery. The course covers current-state process mapping, stakeholder requirements, process redesign, the information developers need and the structure of a useful PDD. You will also see how business teams and technical teams work together during solution design, testing, implementation and handover.

A practical scenario connects the stages so that you can see how an automation opportunity develops into a controlled project. Templates, demonstrations and examples help you turn the method into working documents for your own organisation.

This is a non-technical course. It does not teach programming or how to build a software bot. It is designed to develop the business analysis, process and project-management skills required to choose the right opportunity and guide an automation solution successfully into operation.

By the end of the course, you will be able to structure an automation project, communicate effectively with developers and stakeholders, and create the process documentation and controls needed for a sustainable RPA solution.

Who this course is for:

Business analysts who need to prepare processes and requirements for automation.
Process owners and operations managers evaluating RPA opportunities.
Project and change professionals coordinating business and technical teams.
Aspiring RPA project managers seeking non-technical automation-delivery skills.

Business Process Automation: Certification

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 10min

Fundamentals of process automation10 lectures • 1hr 5min

The process to automate begins12 lectures • 1hr 9min

Process Definition Document (PDD)15 lectures • 1hr 44min

The process to automate continued7 lectures • 46min

Close out3 lectures • 19min

Requirements

Description

Who this course is for: