RPA Fundamentals: Robotic Process Automation

RPA Fundamentals
Robotic Process Automation
TO BE VIEWED IN SLIDESHOW MODE

About Us
01 Operations Management Training
We provide Operations Management training
for BPO/BPM/ITES companies to help improve
operational efficiencies
02 100/100
100+ top tier clients, 100% client
referral rate, Global delivery
capabilities
03 Awards
• Best Vendor partner from Accenture 2015
• Most Significant Contributor to BPO Industry
at Asia Outsourcing Excellence Awards in
Singapore 2013
• Strategic Enabler for BPO Award 2013
And many more…
Accenture, Minacs, Allianz Cornhill, American Express, Bank of America, Barclays, Cognizant, Dell, Deutsche Bank, Firstsource, GE Money, HCL BPO, HP, HGSL,
HSBC, IBM, Infosys, Intelenet, Interglobe, Maersk, Royal Bank of Scotland, RR Donnelley, Siemens, State Street, Syntel, Telus, Unisys, Wipro, WNS, Xchanging…..
Introduction
RPA Fundamentals is a unique program
that is aimed at getting operations professionals to
understand what RPA is all about, and to gains
skills to identify opportunities for automation in their
respective processes.
The program helps companies orient employees to

look for opportunities to add value to their
processes through automation.
Objective
• The objective of this program is to equip Process Associates, Team Leaders, Quality
Associates and Managers with knowledge about RPA and the skills to identify
automation opportunities in their respective processes.
Robotic Process Automation Criteria for Automation
Automation in Practice Mindset

Program Objectives
Sl. No. Objectives
1 Define what is automation in the context of their work
2 State what can be automated in the context of their work
3 Identify processes or parts of processes that can be automated
4 Describe the functions of an RPA tool
5 List at least 3 areas where Macros can be used for automation
6 Describe the role of automation in helping propagate a continuous improvement mindset

Session Plan
Module Details Duration Module Details Duration
1. INTRODUCTION • Ice Breaker 0.25 Hrs 5. ENABLING • Identifying processes or parts of a process that can be 2.5
• Pre-Test AUTOMATION automated using simple flow charts.
2. AUTOMATION • Brief history of automation and its impact on business. 0.5 Hrs
6. OUR MINDSET • Fixed versus Growth Mindset 1 Hr
AND ITS IMPACT
• Covers examples from automation during industrial
• Thinking about Continuous improvement
revolution (steam engine, looms etc.) till modern day
examples such as financial institutions, government and
• Using Automation is a method for continuous
also internet/mobile apps.
improvement
3. RPA AND ITS • Introduction to the concept of RPA. How is it different 1 Hr

ROLE IN from regular automation? 7. CONCLUSION • Post Test 0.25 Hrs
AUTOMATION
• Introduction to Computer application ranging MS Excel
Macros to various third party RPA products to custom
developed RPA applications
• Functions of an RPA tool/application and methods used

to automate
• Benefits of RPA including its expansionary impact on

career opportunities
4. WHAT CAN BE • Criteria for automation: 2.5 Hrs

AUTOMATED
• Repetitive tasks currently being done by people that is The Program has provides several real life examples of
rule based and that do not require human judgement
RPA in action. It utilizes multiple videos to demonstrate
• Some Repetitive tasks being done by people that are
generally rule based, and that sometimes require human
how RPA works. Participants also get to work on specific
judgement activities that helps them gain skills to identify
• Several examples using the two criteria opportunities for Automation.
• A brief introduction to machine learning with examples of
its application, Visual example of machine learning
Other Information
Area Details
Duration 8 Hours + Breaks
Assessments Pre Assessment and Post Assessment will be conducted
Delivery Can be delivered on site, or via video conference to remote locations.
Instructor Led Program Or Remote Delivery possible
Can be run for up to 20 participants.
Requirements Workbook for each participant
Notepads and pens
Projector for facilitator
Flip Chart with Marker pens
Speakers for video sounds
Participant Profile Entry level employees such as Process Associates, Team Leaders, Quality Associates, Training Personnel, New Operations Managers
Facilitator Profile RPA Fundamentals is facilitated by senior OnTrac trainers who have between 8 to 14 years of experience in core operations. They are
well versed with the topics of the program and will connect their own experience as managers in the industry to the contents of the
program. We maintain stringent standards for recruitment of our Trainers.
Contact Information info@iamontrac.com, +91-80-41261274
The End!

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RPA Fundamentals

Robotic Process Automation

TO BE VIEWED IN SLIDESHOW MODE

The program helps companies orient employees to

Robotic Process Automation Criteria for Automation

Automation in Practice Mindset

Sl. No. Objectives

1 Define what is automation in the context of their work

2 State what can be automated in the context of their work

3 Identify processes or parts of processes that can be automated

4 Describe the functions of an RPA tool

5 List at least 3 areas where Macros can be used for automation

6 Describe the role of automation in helping propagate a continuous improvement mindset

3. RPA AND ITS • Introduction to the concept of RPA. How is it different 1 Hr

• Functions of an RPA tool/application and methods used

• Benefits of RPA including its expansionary impact on

4. WHAT CAN BE • Criteria for automation: 2.5 Hrs

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