Automation Project 1: Identify the process to automate

Name: Automation Project 1: Identify the process to automate
Rating: 4.6 (662 reviews)

Identify, assess and prioritise automation candidates using practical criteria, process coring and an RPA rating card

Created byRobert Chapman | Business Improvement Solutions

Last updated 8/2026

English

English [Auto],Italian [Auto],

What you'll learn

What RPA (Robotic Process Automation) is
How to compile a list of processes to potentially automate
How to review the list of processes to understand their automation potential
How to determine whether a process is "ripe" for RPA
How to establish characteristics and criteria for your process to meet
How to build out a rating card to assess your process's potential for automation
How to choose the right process for automation
What an effective process looks like
How to begin the project management of an RPA / Automation project

Course content

4 sections • 27 lectures • 2h 9m total length

What is covered in this course?1:35
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.
The purpose of the course8:03
In this video, we will explore what the purpose of this course is.

What is RPA?5:32
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 for & benefits of RPA6:10
In this video, we will explore the reasons for and benefits of RPA.
What is a process?6:58
In this video, we will explore what a process is.
How to define a "ripe" process9:16
In this video, we will explore how to define a "ripe" process.
Scenario4:32
In this video, we will run through the scenario to take us through this course.
Section quiz

Overview4:55
In this video, we will run through an overview of this section of the course.
Identify the processes5:04
In this video, we will explore the role of identifying processes to review for automation potential.
Consult with Management4:35
In this video, we will explore the option of consulting with Management, Teams or both.
Consult with the teams2:55
In this video, we will look at consulting with the teams as an option.
Set criteria and search the business4:22
In this video, we will explore the option of setting criteria and searching the business.
Outside specialist conducts reivew3:16
In this video, we will explore the role of outside specialists coming in and conducting the review.
Dictated from Management5:00
In this video, we will explore the process if the message has been dictated from Management.
Identify the processes - Demonstration4:54
In this video, we will run through a demonstration of identifying the processes.
Define your characteristics3:40
In this video, we will explore how to define your process characteristics.
Define your characteristics - continued5:24
In this video, we will continue to look at defining your characteristics.
Define your characteristics - Demonstration6:17
In this video, we will run through a demonstration of how to define your characteristics.
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 explore a demonstration of building out your rating card.
Choose the process3:34
In this video, we will explore how to choose your final process.
Choose the process - Demonstration4:42
In this video, we will explore a demonstration of how to choose the final process.
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

Many RPA/Automation courses focus on the technical - how to build actual bots or automated solutions. This series of courses focuses on how to manage this work - a vital skill often lacking in businesses today.

In this course, you are going to learn how to successfully kick start your RPA/Automation project by choosing the right process to automate. Often, when it comes to this effort, businesses have a budget to spend, and begin choosing processes to automate which are either far too complex, not impactful enough or are simply not ready for automation. This can hugely impact the success of your RPA work and the performance of your business. This course is going to give you the skills to choose correctly, based on tried and tested methods, and deliver the right automated solutions.

In this course, we will cover:

- How to compile a list of potential processes to automate.

- How to review the processes, using a rating card.

- How to build out the process rating card, defining key criteria and characteristics required.

- How to choose the right process to automate, based on the investigations.

At the end of this course, you will have full confidence that the process you have chosen is the right one, and you will be well placed to deliver a successful RPA project.

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

Automation Project 1: Identify the process to automate

What you'll learn

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Course content

Introduction3 lectures • 11min

Fundamentals of the approach6 lectures • 42min

Determining the "right" process15 lectures • 1hr 9min

Close out3 lectures • 9min

Requirements

Description

Who this course is for: