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Robotic Process Automation Project Management: Certification

Name: Robotic Process Automation Project Management: Certification
Rating: 4.7 (109 reviews)

Manage the RPA lifecycle: process selection, requirements, mapping, PDD, development, testing, deployment and control

Highest Rated

Created byRobert Chapman | Business Improvement Solutions

Last updated 8/2026

English

English [Auto],

What you'll learn

How to manage an RPA project end-to-end
The key stages in an RPA project and how to deliver them
How to work with teams, developers and key stakeholders across a project
The project management tools and templates, applied in an RPA setting
How to define, design and deliver an RPA solution successfully and in full
How to gather requirements for an automated solution
How to map out the current and future state processes seen and needed
How to build an effective PDD (Process Definition Document)
The activities to be conducted before, during and after an automation project has completed
How to manage the Developers, the testing of solutions and running of design workshops

Course content

10 sections • 134 lectures • 10h 53m total length

What is covered in this course?3:32
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?5:20
In this video, we will explore the purpose of this course.

What is RPA (Robotic Process Automation)?5:02
In this video, we will explore what RPA is.
Examples of RPA9:02
In this video, we will explore some examples of RPA in practice.
The reasons & benefits of RPA6:10
In this video, we will explore the reasons for and benefits of RPA.
What is a process?6:56
In this video, we will explore what a process is.
How to define a "ripe" process9:15
In this video, we will explore how to define a ripe process.
What are requirements?8:54
In this video, we will explore what is meant by requirements.
What are requirements? Part 26:56
In this video, we will continue to explore what requirements are.
Current vs. Future state2:31
In this video, we will explore the need for a current and future state map.
Current vs. Future state part 26:57
In this video, we will continue to explore the current vs. future state.
Current vs. Future state part 36:47
In this video, we will continue to explore the current vs. future state.
What is a PDD?4:27
In this video, we will explore what a PDD is.
Delivering an RPA solution4:36
In this video, we will introduce the key aspects of delivering an RPA solution.
Delivering an RPA solution part 26:11
In this video, we will continue to look at the activity of delivering an RPA solution.
Scenario6:16
In this video, we will introduce the scenario we are going to use throughout this course.
Section quiz

Overview4:55
In this video, we will explore the key aspects of this section.
Identify the processes5:04
In this video, we will explore the need to identify the processes to review.
Consult with management4:35
In this video, we will explore the need to consult with management.
Consult with the teams2:55
In this video, we will explore the need to consult with teams.
Set criteria and search the business4:22
In this video, we will explore how to set your criteria and search the business.
Outside specialist conducts review3:16
In this video, we will explore the need for an outside specialist to conduct a review.
Dictated from management5:00
In this video, we will explore the option of the process being dictated by management.
Identify the processes - demonstration4:54
In this video, we will explore a demonstration of the identification of processes.
Define your characteristics3:40
In this video, we will explore how to define your characteristics.
Define your characteristics - continued5:24
In this video, we will continue to explore how to define your characteristics.
Define your characteristics - demonstration6:17
In this video, we will run through a demonstration of this section.
Build out your rating card3:54
In this video, we will explore how to build out your rating card.
Build out your rating card - demonstration6:43
In this video, we will run through a demonstration of how to build out your rating card.
Choose the process3:34
In this video, we will run through the choosing of your process.
Choose the process - demonstration4:42
In this video, we will explore a demonstration of choosing your process.
Section quiz

Overview2:52
In this video, we will explore an overview of this section of the project.
Requirements document2:14
In this video, we will explore the requirements document.
Requirements document: Executive Summary4:11
In this video, we will explore the executive summary section of this document.
Requirements document: Objectives3:18
In this video, we will explore the objectives section of the requirements document.
Requirements document: Scope3:45
In this video, we will explore the scope section of the requirements document.
Requirements document: Key Stakeholders3:36
In this video, we will explore the key stakeholders section of the requirements document.
Determine the collection method3:01
In this video, we will determine the collection method for the requirements.
Determine the collection method: Build out the collection document9:38
In this video, we will explore how to build out the collection document.
Determine the collection method: Build out the document guidance4:16
In this video, we will explore the document guidance to be built out.
Determine the collection method: Getting the requirements document out5:24
In this video, we will look at the process you need to go through in order to get the requirements document out.
Determine collection method: Track the gathering of requirements4:04
In this video, we will look at how to track the gathering of your requirements.
The MoSCoW method8:33
In this video, we will look at the MoSCoW method, a popular method to prioritize requirements collected.
The MoSCoW method continued2:53
In this video, we will continue to explore the MoSCoW method.
Collect the requirements2:45
In this video, we will look at how to actually collect the requirements needed.
Collect the requirements: Demonstration6:48
In this video, we will run through a demonstration of the collection of requirements.
Review the requirements: 6 stages6:36
In this video, we will look at the 6 stages you need to go through in order to review the requirements gathered.
Review the requirements: Summary5:05
In this video, we will run though a summary of the requirements review.
Section quiz

Stage 1: Identify the process5:53
In this video, we will review the identifying the process activities.
Stage 2: Gather the team part 18:40
In this video, we will explore how to gather the right team.
Gather the team part 27:05
In this video, we will continue to explore how to gather the team.
Gather the team: Demonstration4:39
In this video, we will run through a demonstration of the gathering of the team.
Stage 3: Choose your method4:40
In this video, we will look at how you choose the right mapping method for that process.
Choose your method: Swimlane Flowchart3:21
In this video, we will explore the swimlane flowchart method.
Choose your method: Flowchart3:16
In this video, we will explore the flowchart method.
Choose your method: BPMN3:51
In this video, we will explore the BPMN method.
Stage 4: Map the process7:21
In this video, we will run through how to map the process with your chosen method.
Map the process: Demonstration7:35
In this video, we will run through a demonstration of how to map the process.
Stage 5: Annotate the process part 17:06
In this video, we will explore how to annotate the process.
Annotate the process part 28:06
In this video, we will continue to explore how to annotate the process.
Annotate the process: Demonstration7:03
In this video, we will run through a demonstration of annotating the process.
Section quiz

Stage 1: Review the current state part 14:36
In this video, we will review the current state map we have.
Review the current state part 24:16
In this video, we will continue to review the current state.
Review the current state part 35:10
In this video, we will continue to review the current state.
Review the current state part 43:51
In this video, we will continue to review the current state.
Stage 2: Review the requirements gathered3:38
In this video, we will move onto stage 2 where we review the requirements we have gathered.
Review the requirements gathered: Demonstration5:54
In this video, we will run through a demonstration of the reviewing of requirements gathered.
Stage 3: Map the process5:47
In this video, we will look at stage 3 - mapping the process.
Map the process: Demonstration6:16
In this video, we will run through a demonstration of how to map the process.
Stage 4: Annotate the process7:14
In this video, we will run through stage 4 - annotating the process.
Annotate the process: Demonstration3:26
In this video, we will run through a demonstration of how to annotate the process.
Stage 5: Review & sign off process6:57
In this video, we will run through the 5th stage - reviewing and signing off the process.
Section quiz

Objective2:22
In this video, we will explore the objective section of the PDD.
Objective: Demonstration3:16
In this video, we will a demonstration of the objective section.
Objective: Business objectives & benefits2:51
In this video, we will run through the business objectives & benefits section of the PDD.
Objective: Business objectives & benefits demonstration3:03
In this video, we will run through a demonstration of the business objectives and benefits section.
Current process: Process overview2:02
In this video, we will explore the process overview of the current process.
Current process: Demonstration3:15
In this video, we will run through a demonstration of the current process section.
Current process: Standard of metrics3:13
In this video, we will explore the standard of metrics section of the PDD.
Current process: Standard of metrics demonstration5:05
In this video, we will run through a demonstration of the standard of metrics section.
Current process: Volume of data2:58
In this video, we will explore the volume of data section of the course.
Current process: Volume of data demonstration2:53
In this video, we will explore a demonstration of the volume of data section.
Business rules4:08
In this video, we will explore the business rules section of the PDD.
Business rules: Demonstration3:58
In this video, we will explore a demonstration of the collection of business rules.
As-is process3:41
In this video, we will explore the as-is process section of the PDD.
As-is process: Demonstration3:21
In this video, we will explore a demonstration of the as-is process section of the PDD.
To-be process4:14
In this video, we will explore the to-be process section of the PDD.
To-be process: Demonstration4:04
In this video, we will explore the to-be process section of the PDD.
Requirements4:09
In this video, we will explore the requirements section of the PDD.
Requirements: Demonstration7:08
In this video, we will explore a demonstration of the requirements section of the PDD.
In & out of scope: In scope5:01
In this video, we will explore the in scope section of the PDD.
In & out of scope: In scope demonstration3:59
In this video, we will explore a demonstration of the in scope section of the PDD.
In & out of scope: Out of scope2:48
In this video, we will explore the out of scope section of the PDD.
In & out of scope: Out of scope demonstration3:43
In this video, we will explore a demonstration of the out of scope section of the PDD.
Non-process requirements: Systems2:26
In this video, we will explore the systems requirements section of the PDD.
Non-process requirements: Systems demonstration2:35
In this video, we will explore a demonstration of the systems requirements section.
Non-process requirements: Reporting2:48
In this video, we will explore reporting.
Non-process requirements: Reporting demonstration2:40
In this video, we will explore the reporting section of the PDD through a demonstration.
Non-process requirements: Archiving & data security2:37
In this video, we will explore the archiving & data security section of the PDD.
Non-process requirements: Archiving & data security demonstration2:46
In this video, we will explore a demonstration of the archiving & data security section of the PDD.
Closing items3:32
In this video, we will explore the closing items of the PDD.
Closing items: Demonstration2:59
In this video, we will run through a demonstration of the closing items section of the PDD.
Document management3:18
In this video, we will close out with a quick look at the management of the PDD.
Section quiz

Information given to developers - part 16:32
In this video, we will look at the information you need to give to developers at this stage of the project.
Information given to developers - part 20:56
In this video, we will look at the information you need to give to developers at this stage of the project.
Information given to developers - part 33:33
In this video, we will look at the information you need to give to developers at this stage of the project.
Information given to developers - part 44:46
In this video, we will look at the information you need to give to developers at this stage of the project.
Developers build the SDD - part 15:52
In this video, we will look at the work done by the developers during SDD stage.
Developers build the SDD - part 25:02
In this video, we will look at the work done by the developers during SDD stage.
Developers build the SDD - part 33:03
In this video, we will look at the work done by the developers during SDD stage.
Testing is conducted8:59
In this video, we will look at the testing efforts completed at this stage.
Testing is conducted - best practices8:33
In this video, we will look at the best practice of testing at this stage of the project.
Testing is conducted - types of RPA testing3:56
In this video, we will explore the types of RPA testing that can be conducted at this stage.
RPA solution is deployed - Implementation Plan6:11
In this video, we will run through what an Implementation Plan is.
RPA solution is deployed - Implementation Plan demonstration4:54
In this video, we will run through a demonstration of an Implementation Plan.
RPA solution is deployed - Governance Plan6:50
In this video, we will run through what a Governance Plan is.
RPA solution is deployed - Governance Plan demonstration8:41
In this video, we will run through a demonstration of a Governance Plan.
RPA solution is deployed - Parallel run part 18:50
In this video, we will explore the parallel run of solution delivery.
RPA solution is deployed - Parallel run part 25:14
In this video, we will continue to explore the parallel run of solution delivery.
RPA solution is deployed - GO LIVE4:48
In this video, we will explore the GO LIVE of an RPA solution.
Benefits realization5:03
In this video, we will explore the benefits realization part of the project.
Benefits realization - demonstration7:26
In this video, we will explore a demonstration of the benefits realization part of the project.
Section quiz

Error proofing - introduction4:32
In this video, we will explore the concept of error proofing post delivery.
Types and examples of error proofing8:43
In this video, we will explore the types of error proofing you may see.
Error Proofing Plan - demonstration7:30
In this video, we will run through a demonstration of an Error Proofing Plan.
Maintenance3:44
In this video, we will explore the maintenance aspect of post project delivery.
Maintenance Plan - demonstration3:25
In this video, we will run through a demonstration of the Maintenance Plan.
Maintenance Tracker - demonstration6:05
In this video, we will explore a demonstration of the maintenance tracker.
Reporting7:08
In this video, we will explore the reporting aspect of post go LIVE.
Reporting - demonstration4:52
In this video, we will run through a demonstration of reporting.
Checklist6:34
In this video, we will run through the checklist aspect of the post go LIVE of a solution.
Section quiz

Requirements

No prior RPA or automation project experience is required.
Bring a real or example situation to use during the course.
A spreadsheet or note-taking tool is helpful but not required.
Use the course Q&A if you need help.
No specialist software is required.

Description

When it comes to learning RPA and automation skills, the focus in courses is often placed heavily on the technical side - how to design and how to build. Alongside those vital skills, this course has been created to show how to manage that development, and the wider RPA project itself. Delivering RPA into a process is not a job done overnight, and can indeed take weeks and months to do. With that, come full end-to-end projects that need to be delivered.

In this course, you will learn how to confidently and successfully deploy those RPA projects, in full, in your organization from the second you complete the course. We will go through practical demonstrations, exercises and scenarios. We will explore the tools and templates you should use, the techniques to deploy and the methodologies to follow. We will show you how to manage the people, the process, the project. You will understand the types of challenges that will be faced and how to deal with them.

In the course, we will cover off:

- How to choose the process to automate.

- How to gather the requirements for your automated solution.

- How to map out the current and future state processes.

- How to build out the vitally important Process Definition Document (PDD).

- How to manage your Developers and work with them constructively.

- How to define, design and deploy your automated solution, including testing.

- How to close out your project successfully, including post-launch work.

By the end of this course, you will have the knowledge and the confidence to deliver end-to-end RPA projects in full, in a range of settings and scenarios, and for an array of purposes. This skill is one often learnt and not taught, so by taking this course, you will be advancing way ahead of others just like you in the wider market.

Who this course is for:

RPA and automation project managers
Business and process analysts supporting automation work
Operational leaders preparing processes for automation
Team members who contribute requirements, maps or controls to RPA projects

Robotic Process Automation Project Management: Certification

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 10min

Fundamentals of the approach14 lectures • 1hr 30min

Stage 1: Determining the right process15 lectures • 1hr 9min

Stage 2: Gather the requirements17 lectures • 1hr 19min

Stage 3: Mapping the CURRENT state13 lectures • 1hr 19min

Stage 3 continued: Mapping the FUTURE state11 lectures • 57min

Stage 4: Process Definition Document31 lectures • 1hr 47min

Stage 5: Steps to deploy the solution19 lectures • 1hr 49min

Stage 6: RPA post go LIVE9 lectures • 53min

Close out2 lectures • 1min

Requirements

Description

Who this course is for: