Automation: How to Automate a Business Process

Learn the key steps required to deliver the automation of an organisational process.

Last updated 5/2023 English

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The automation of processes within organisations is something which is becoming increasingly commonplace. Therefore, knowing which approach to take in order to achieve this is crucial. By learning how to manage the process of conducting such an automation is a great skill to have and a great way to future proof your career / business.

In this course we are going to cover:

  1. What is automation?
  2. The purpose and importance of automation.
  3. The benefits of automation.
  4. The prerequisites to launching an automation of process project - criteria to be met.
  5. Types of process "ripe" for automation.
  6. Importance of identifying the right team and who to include.
  7. 8 step process to delivering a successful automation process.
  8. The importance of getting buy in, and how to get leadership on board with automation.
  9. A case study example.
  10. Timeline expectations.
  11. A full detailed step by step plan for you to take away with you! 

We will also discuss benefit realisation, how to sell this vision and how to initiate the next project once you have delivered a successful first project.

This course has been constructed by a Business Improvement professional who has created many business cases for, launched and delivered many automation of process projects. This method is tried and tested and has worked for me every time to deliver SIGNIFICANT automation benefits across organisations in all industries and of all sizes.

Who this course is for

  1. Business owners
  2. Managers / Team Leaders
  3. Business Improvement Professionals
  4. Project Managers
  5. Operational Leaders
  6. Graduates


  1. Excellent course! It helped me a lot to start my automation initiatives at work! Thanks a lot Robert! ~ Múcio B
  2. Really delivers. PDD is a very interesting concept ~ Kelly A
  3. Didn't think about automation being applied for anything other than replacing human jobs - clearly I was wrong. Really informative course. THANKS! ~ Karl U
  4. Really good approach to automation - great food for thought! ~ Marcus C
  5. Easy to follow, great course! Thank you. This should help getting people in my company on board!! ~ M Holt

What you'll learn

  1. Automation of processes
  2. How to sell automation within an organisation
  3. Steps to deliver automation in business
  4. Automation project management
  5. Automation
  6. Future proof skills


No course requirements.

Course Content

6 Sections 18 Lectures 1h 16m total length

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