Automation Project 4: Process Definition Document (PDD)

Name: Automation Project 4: Process Definition Document (PDD)
Rating: 4.7 (103 reviews)

Learn how to design, compile and deliver the Process Definition Document - the most crucial document in any RPA project.

Highest Rated

Created byBusiness Improvement Solutions

Last updated 11/2025

English

What you'll learn

What RPA (Robotic Process Automation) is
What a Process Definition Document (PDD) is
How to build out a PDD with confidence
What to include within a PDD
What best practice looks like when constructing the PDD
How to set up the next stage of your RPA project successfully
How to present key information to developers successfully
What constitutes a process RPA could assist with
How to compile requirements, process maps and directions for the RPA work into one place
Key considerations such as owner, management of the document and version control

Course content

4 sections • 43 lectures • 2h 49m total length

Introduction1:27
In this video, we will introduce the course.
Disclaimer0:57
In this video, we will run through a brief disclaimer.
What is the purpose of this course?6:29
In this video, we will explore what the purpose of this course is.

What is RPA?5:33
In this video, we will explore what RPA is.
Examples of RPA9:02
In this video, we will run through examples of RPA to help give you further context on the topic.
The reasons for & benefits of RPA6:10
In this video, we will explore some of the reasons and benefits of RPA.
What is a process?6:58
In this video, we will explore what a process is.
What is a PDD?4:31
In this video, we will explore what a PDD is.
Scenario5:23
In this video, we will run through the scenario for this course.
Section quiz

Objective2:22
In this video, we will look at the objective part of the PDD.
Objective: Demonstration3:16
In this video, we will run through a demonstration of the objective section of the PDD.
Objective: Business objectives & benefits2:51
In this video, we will explore 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 & benefits section.
Current process: Process overview2:02
In this video, we will explore the process overview section of the PDD.
Current process: Demonstration3:15
In this video, we will run through a demonstration of the current process section of the PDD.
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 this section.
Current process: Volume of data2:58
In this video, we will explore the volume of data section of the PDD.
Current process: Volume of data demonstration2:53
In this video, we will run through a demonstration of this 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 the business rules through our demonstration.
As-is process3:41
In this video, we will explore the as-is process part of the PDD.
As-is process: Demonstration3:21
In this video, we will explore the as-is process through our demonstration.
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 a demonstration of the to-be process.
Requirements4:09
In this video, we will explore the requirements section of the PDD.
Requirements: Demonstration7:08
In this video, we will explore the requirements section through our demonstration.
In & out of scope: In scope5:01
In this video, we will look at the in & out of scope aspects of the PDD.
In & out of scope: In scope demonstration3:59
In this video, we will explore a demonstration of the scope section.
In & out of scope: Out of scope2:48
In this video, we will explore the out of scope aspects of the PDD.
In & out of scope: Out of scope demonstration3:43
In this video, we will run through this demonstration.
Non-process requirements: Systems2:26
In this video, we will explore the non-process requirements.
Non-process requirements: Systems demonstration2:35
In this video, we will explore the non-process requirements through a demonstration.
Non-process requirements: Reporting2:48
In this video, we will discuss reporting.
Non-process requirements: Reporting demonstration2:40
In this video, we will run through the reporting section with a demonstration.
Non-process requirements: Archiving & data security2:37
In this video, we will run through the archiving & data security piece of the PDD.
Non-process requirements: Archiving & data security demonstration2:46
In this video, we will run through a demonstration of the archiving & data security section.
Closing items3:32
In this video, we will explore the closing items section of the PDD.
Closing items: Demonstration2:59
In this video, we will explore the closing items section via our demonstration.
Document management3:18
In this video, we will explore the importance of document management when it comes to the PDD.
Section quiz

Requirements

None. We will work with you through the course
No prior knowledge of RPA or automation project management is required
No prior process management experience is required
Course has been built to be open to all levels
Reach out to me if you need assistance

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 about the Process Definition Document (PDD). This is the most crucial document in any RPA project. It is the document that brings together all of the key strands of the project into one place. Much of the work that has been done previously will be compiled here, and presented in a way developers can digest. To successfully deliver an RPA project, a strong, clear and confident PDD is absolutely vital.

In the course, we will cover the following:

- What is RPA and how to define a process.

- What a PDD is - its features, sections and purpose.

- How to build out a PDD.

- How to pull together the process maps, business requirements and scope definitions into one format which developers can use to build the RPA solution.

Getting this document right is crucial, and that includes understanding the right way to present all of the information. As we run through the course, we will do so using a scenario example, case studies and practical exercises, all to ensure you know practically how to build out a PDD, and can try it out for yourself.

Who this course is for:

Anyone working within a business process, producing some sort of output
Anyone working operationally within a business, working with multiple teams, activities or outputs
Anyone who wants to be able to gain RPA and automation skills in the field of process automation
Those looking to play a greater role in critical business projects today, and longer term

Automation Project 4: Process Definition Document (PDD)

What you'll learn

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Course content

Introduction3 lectures • 9min

Fundamentals of the approach6 lectures • 38min

Process Definition Document31 lectures • 1hr 47min

Close out3 lectures • 16min

Requirements

Description

Who this course is for: