
A Brief Introduction to RPA Course which is designed for Finance Professionals - CA/CMA/CS/MBA finance Professionals
Contents -
1. Introduction to RPA
2. Need to update in this Digital era
3. About Trainer
4. Course Curriculum
Reference Materials/Links
Link to my Website/Blog - https://globalfinx.in/category/techblog/
Article on Honduras Bridge - https://medium.com/road-less-ventured/why-an-honduran-bridge-is-a-perfect-metaphor-for-disruption-2a2d7c910535
Future of Job report – World Economic forum 2018 - http://www3.weforum.org/docs/WEF_Future_of_Jobs_2018.pdf
Here is how we can meet and stay connected
Please provide your valuable feedback and suggestions on the course
Explained the Meaning of RPA in general terms, Technical definition and Imagination on soft robots
Explained How the Bot works in Invoice Booking by interacting with SAP, Invoice copies and communicating with staff on required basis
Explained the need to focus on this technology w.r.t
1. Employee
2. Employer/Corporate
3. Technology trends - the way the world is..
Explained the benefits of RPA to all the stakeholders on implementing RPA to the employees, Management, Enterprise and all external stake holders
Explained in detail how to pick the right process for Automation in our companies considering the rules to be followed -
Selecting the right process for Robotic Process Automation (RPA) is critical for success. Begin by identifying tasks that are rule-based, repetitive, and have high transaction volumes. These processes should be well-defined, stable, and not subject to frequent changes. Consider factors like ROI, scalability, and impact on employees when choosing a candidate process. Evaluate the potential for cost savings, error reduction, and improved efficiency. Additionally, prioritize processes that align with strategic business goals. A comprehensive analysis and a thorough understanding of the chosen process are essential to ensure RPA implementation delivers the desired benefits and long-term value.
Explained in detail the Myths and Misconceptions w.r.t Robots abilities and capabilities
Implementation and Post-deployment challenges w.r.t Automation projects is discussed in detail
These are the 3 rules to be followed when we interact / deal with Robots
End to End automation Journey which we will be having in companies during the process of RPA implementation
Discussed the Use cases of RPA in finance
Discussed the Use cases of RPA in Human Resources
Discussed the Use cases of RPA in Audit
Discussed the Use cases of RPA in Taxation
Types of Soft Robots w.r.t Automation
1.Soft Robots
2.Hard Robots
3.Hybrid Robots
Types of Automation Models that are widely deployed in companies
1.Unattended Models
2.Attended Models
Explained in Simple Terms the following
Artificial Intelligence
Machine Learning
Relation of these concepts with RPA
Explained in detail the trending concept of Hyper automation, which in other words called as Intelligent Process automation.
Hyper Automation is top strategic technology for 2020 which empowers the machine to think and act like HUMANS
It's all about How the Bot is able to process the insurance claims with the information provided by the customer.
Using the Machine Learning & Artificial Intelligence concepts, Bot itself assesses the extent of Loss and settles the Insurence claims
It's all about How the Bot is able to create and process the Purchase Order with the information provided by the staff through Chat.
Using the Conversational AI, Machine Learning & Artificial Intelligence concepts, Bot itself identifies the task to be done and carries itself
Discussed in detail the concept of RPA as a service which in other words called Cloud Automation
Just like our Quickbooks, Zoho, Office 365, we can have the robots on cloud which works on subscription
A Brief Introduction to RPA vendors that are available in the Market
Few vendors are
1. UI Path
2. Automation Anywhere
3. Blueprism
4. Nice systems
5. Pega Systems
6. SAP Intelligent Bots
7. Microsoft Power Automate
& More..
Detailed Discussion on the BIG 3 RPA vendors
UI Path vs. Automation Anywhere vs. BluePrism
We will be learning the key performance differentiators among these 3 tools
This will be helpful in selecting the right tool when we opt for Automation in our companies
Discussed the new job roles that are created for finance professionals by the RPA technology.
We do have roles like
1.Subject matter experts
2.Project mangers
3.Process Owners
4.RPA Consultants
5.RPA advisors etc in this RPA domain
In this Session - We have covered the various skills required for Functional as we all as technical RPA consultants
Essential Skills include -
The Story telling skillls
Business Guy
Evangelist
Sales Person skills
The GEEK
The Power User !!
The first 4 are mandatory for CA's - who act as Functional Consultants The first 4 + last 2 are for Technical Consultants.
Explained in Detailed with suitable examples the following technologies that work along with RPA
1. OCR - Optical Character Recognition
2. Computer Vision
3. Screen scraping
4. Proof of concept
5. Process Orchestration
Explained in Detailed with suitable examples the following technologies
1. NLP - Natural Language Processing
2. Deep learning
3. Cognitive Automation
4. Internet of things
5. Application Programming Interface
Weekly Discussion on 14th March 2021
Topics Covered –
1.AARI
2.Tag UI
3.Process Not fitting into RPA
4.Limitations of RPA
5.Skills of a Business Analyst in RPA
Hey There,
Here we will be discussing about the latest Announcement from UI Path with Tableau, where they have made the Tableau dashbaords to be more dynamic ACTION points !!
With this integration, we will be able to trigger the Bots to action right from Tableau dashboard without opening the Bot Consoles.
Covered -
What they have done ??
What felxibility does it offer to us ??
How they have done it ??
How it helps us ??
Let me know if you have any doubts after watching this video.
“RPA course for Finance Professionals”
Heard of RPA right ??? like robots are going to take our jobs. Everywhere robots will work by replacing us and make us jobless!!
With the current covid crisis – every company is thinking of automation to reduce costs right ??? And also we are hearing a lot more tech implementations and advancements happening In AI, ML, IoT, and all…
Well, all this is happening, and as Finance Professionals, we all need to get updated with all these technical terms to stay ahead of the crowd.
But where do we find such resources ??
Don’t worry – I am here to help !!
My self Premkasi, I am a CA CS, RPA & Fintech enthusiast. I have worked on the RPA domain in Bahrain where we implemented the digital workforce in F&A areas.
With that experience and Hands-on exposure, I wish I could share my views, experiences, and knowledge on RPA with our CA community. I have created a complete course on RPA / robotics in F&A for Finance professionals. Any CA, CMA, CS / MBA’s and tech enthusiasts can check out this course to have an added advantage to upskill themselves
Some of the Highlights of the RPA course are-
1. Wider coverage of RPA and Technology topics
2. Simple yet effective terms and mode of explanation
3. Demos to visualize how Bots work with us
4. Reference Materials/videos provided at the end of each topic
Please check out the complete course contents here…Happy Learning