Leading Business Improvement

Become a Successful Business Improvement Specialist

Business Process Automation
Certification Course

Learn to make and use a plan for automating a business process with PDD, RPA, and more.

Course Duration

Approx. 5 Hours 13 Minutes

Course Price




Key Concepts Covered in this Course

Course instructor

Robert Chapman

Business Improvement Specialist

As a Business Improvement professional, I’ve gained extensive expertise in Project ManagementLean Six Sigma, and Process Improvement. My accomplishments include delivering projects that saved organizations significant resources, streamlined processes, improved user experiences, and reduced errors and waste. Additionally, I hold a Lean Six Sigma Black Belt certification.

Course Summary

This course teaches you how to automate business processes. You’ll learn to identify processes ready for automation, plan an automation project, and create a key document called a PDD. The course provides a mix of theory and practical examples but doesn’t teach the technical skills to build the automation. Instead, it focuses on the skills needed to run an automation project, including planning and coordination.


Course Reviews

The course structure is user-friendly, allowing participants to progress at their own pace. The inclusion of quizzes and assessments reinforces understanding, making the learning experience dynamic and engaging. The downloadable resources provided serve as valuable references for ongoing application in the workplace.

Alexa Bliss

Business Process Automation Certification Course

Course Description

This course is about learning to automate business processes using methods like RPA (Robotic Process Automation). It’s a skill that’s in high demand as businesses look for ways to work faster, save money, and reduce errors.

In the course, you’ll learn how to:

  • Spot and outline a process that’s ready for automation
  • Plan an automation project
  • Create a PDD (Process Definition Document), a key document in process automation
  • Understand what automation is and how process automation fits in
  • See a real-life example of automation in action

The course is a mix of practical and theoretical learning. It aims to give you the confidence to identify a process that needs automation and the steps to make it happen. It covers the work you need to do (like process mapping and project management) and the work developers do (like production and testing).

The course doesn’t teach you the technical skills to build the automation. Instead, it teaches you how to run an automation project, how to find and prioritize processes that are ready for automation, and how to do the internal work (like planning and mapping) to get the automation done. These non-technical skills are very important for coordinating and delivering the work needed.

Course Breakdown

  • What is automation (Preview)
  • What is automation? – Continued
  • What is automation? – Examples
  • What is a process? (Preview)
  • What is process automation?
  • Purpose & benefits of process automation
  • Purpose & benefits of process automation – Continued
  • Practical exercise
  • Scenario
  • Define a “ripe” process (Preview)
  • Define a “ripe” process – Example
  • Map the process
  • Map the process – demonstration
  • Map the process – wrap up
  • Analyze the process
  • Analyze the process – Demonstration
  • Analyze the process – Questions to ask
  • Prepare the process
  • Prepare the process – Demonstration
  • Prepare the process – Wrap up
  • Project fundamentals
  • Introduction to the PDD (Preview)
  • PDD – The objective
  • PDD – Business objectives & benefits
  • PDD – Process overview
  • PDD – Standard of metrics
  • PDD – Volume of data
  • PDD – Business rules
  • PDD – As-is process
  • PDD – To-be process
  • PDD – In-scope
  • PDD – Out of scope
  • PDD – Systems
  • PDD – Reporting
  • PDD – Archiving, security & data retention
  • PDD – Closing items
  • Solution Definition Document – SDD
  • Development
  • User Acceptance Testing (UAT) – What is UAT?
  • UAT – Roadmap
  • UAT – Wrap up
  • Production
  • Maintenance & control
  • Practical exercise
  • Review of key learnings
  • Thank you

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What some of our 150,000+ students have to say

“This is a good course for those who have no to very basic background on process improvement. The content is just right, not too overwhelming for me. The topics are discussed properly. I appreciate the examples given which make each topic easier to understand.”
From Dallas, USA
“In my position, everyone suddenly want this kind of RCA, but no one really knew how to do it. It was simple but I felt I was doing it wrong. This course broke it down to the simple steps it is supposed to be to complete. Easy to follow and great examples.”
From Norway
“This course adds a lot more insight to the tool than you get from a simple template. I now know how to sell usage of the tool across my business - something I have really struggled with.”
From Sweden
“I learned a lot and will apply what I've learned in my work. Thank you, Robert. A detailed explanation and your quick responses to questions in message section , demonstrate that you are a professional in your sector! Thanks.”
From Abu Dhabi
“Great course. The pacing, content, and delivery is great. You could tell that great care and expertise was put into delivering the course. Thank you!”
From Australia
“Truly brilliant. A great flow, a really knowledgeable instructor and great resources. I have had some trouble understanding the delivery of Lean, purpose and method - now I feel so much more confident. Thank you Robert.”
From London, UK
“An absolutely amazing course. It has a clear structure and as the slides are present I do not have to make notes. Also - all of the important definitions are being accompanied by demonstrations in practice of the tool by which I could understand the true meaning of them. The way the course is presented is nice to follow, language is impeccable and the speed is not to fast. Usually in other courses from Udemy I can see a definition of a problem directly followed by example with a lot of fluff, but those extra unneeded false interactions with learners make the course only longer and makes me usually loose my focus. In this course I did not experience it at all. It was to the point and I have actually learned something that I can directly use in my work. Thank you! PS I will for sure follow the other courses of the instructor!”
From Greece

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