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Essential Skills
ยท
Module 1
Finding Valuable Automation Opportunities
1
Task, Process, and Workflow: Understanding the Differences
Distinguish a task, a business process, and an automated workflow using concrete examples.
2
Decomposing Manual Processes into Triggers, Rules, and Outputs
Decompose a manual process into triggers, inputs, rules, actions, and outputs.
3
Creating Business Workflow Flowcharts
Draw a flowchart that shows the steps and decision points in a business workflow.
4
Scoring Workflow Opportunities for Efficiency and Risk
Score a workflow opportunity for frequency, time savings, rule clarity, and operational risk.
5
Defining Measurable Automation Success Criteria
Define a measurable success criterion for an automation project.
6
Human Oversight in Automated Workflows
Identify where human review or approval should remain in an automated workflow.
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