Training
Preparing your processes for automation
A one-day workshop to learn how to choose the right process, map it, improve it and prepare it before automating it. Hands-on: a case study, then your own process.
- One day
- On site or remote
- 12 to 16 people
- Beginner level
- Certificate given
Who it is for
Analysts, consultants, managers and the people who do the work every day: a mixed, beginner-level audience that wants to prepare its processes before investing in automation.
Prerequisite
None. Just come with a process from your daily work in mind.
Description
Automation amplifies what already exists: on a broken process, it only speeds up the mess. This day gives you a method to choose the right processes, map them as they really are, remove what adds nothing, check the data and prepare the team, before automating.
A single case study, supplier invoice processing, runs through the day: four guided exercises, two short workshops and a closing team workshop, in groups of three or four. Each participant then applies the method to their own process.
Objectives
By the end of the training, you will be able to:
Tell the families of automation apart and choose the right one
Select a process with a weighted grid and estimate its return on investment
Map a real process, with its measurements and exceptions
Spot waste and improve before automating
Assess data quality and the integration approach
Set out the roles, change management and controls
Program
Six modules over one day, each given the time it needs.
Fundamentals 1 h
The families of automation, and which one to choose.
Identify and prioritize 1 h 45
Weighted grid and return on investment.
Map 1 h
From scoping to a measured map.
Improve 1 h 15
Waste, main path, error-proofing.
Data and systems 45 min
Quality, structure, integration methods.
Governance and change 25 min
Roles, controls, adoption.
What you take away
The participant workbook
The weighted grid, ready to reuse
Your preparation sheet, on your process
Your action plan
A training certificate
Terms
- Format
- On site or remote, for your organization
- Group
- 12 to 16 people
- Schedule
- One day, 9 a.m. to 5 p.m.
- Price
- On request, depending on group size
- Dates
- Set with you
- Trainer
Othman MekouarLean Six Sigma Black Belt