Ir al contenido principal

Robotic process and intelligent automation for finance

In this course we explain how automation can play a key role in delivering the requirement to have robust processes and clean data. By using automation tools and machine learning, finance leaders can identify, implement and configure the right solutions for their organisation. It also shows how tools, such as Python, can be applied to finance processes and the benefits this will bring.

Robotic process and intelligent automation for finance

Hay una sesión disponible:

Una vez finalizada la sesión del curso, será archivado.
Comienza el 25 oct
4 semanas estimadas
3–4 horas por semana
A tu ritmo
Avanza a tu ritmo
Gratis
Verificación opcional disponible

Sobre este curso

Omitir Sobre este curso

This course is designed for accountancy, finance and business professionals working in all organisations from small business, large corporates or financial services or who are just interested in learning more about these new and exciting technologies and how they can transform organisational processes and customer experiences of services and products. With a focus on practical skills throughout, this course provides the ability to apply skills as well as understand them.

De un vistazo

Lo que aprenderás

Omitir Lo que aprenderás
  • Understand how automation can assist in the efficiency of the finance function
  • Identify how the use of automation can support the organisational strategy
  • Correctly identify the opportunities for automation in their function

  • Be able to develop a business case for investment in automation

  • Appreciate the range of tools that can be used and how to select the right one for your business case

  • How to plan the implementation of an automation solution to realise benefits and maximise efficiencies

Plan de estudios

Omitir Plan de estudios

1. What is Intelligent Automation

The concept

  • Why finance functions need to transform

  • The nature of the opportunity

  • Target operating model for finance

  • Role of the finance function in decision making

  • Data governance – one version of the truth

IA and process improvement

  • Relation between IA and process optimisation

  • How clean do your processes need to be?

The tools in overview

  • Robotic Process Automation

  • Machine Learning and Artificial Intelligence

  • Python

How it is delivered ?

  • Overview of software

  • End-user vs. formal IT project

  • Agile project approaches

2. Process optimisation

Approach

Role of automation

Workflow management

Design thinking

Implication on headcount

3. Choosing the solution

Approach

Business issues facing finance

Correctly identify the problem / opportunity

Opportunity

  • What type of processes are you looking to automate?

  • Repetitive processes vs. judgement

Evaluating candidates

  • Is RPA the right solution?

  • Repetition and frequency

  • Data manipulation

Types of RPA solution

  • Do-it yourself – user level using publicly available / free tools, such as Python

  • Off-the-shelf – package software

  • Customised – vendor developed bespoke solutions

  • Selecting the appropriate solution

4. Do-it-yourself

Python based solutions

  • What is Python?

  • Application of Python to finance problems?

  • Machine Learning in context of finance

Examples

  • Where Python based solutions are

Case studies

  • Practical examples using Python skills

Skills and resources

  • Skills needed to implement such a solution

  • Resources needed

5. Off-the-shelf

Vendor landscape

  • Nature of RPA tools available

Demonstration

  • Case study of implementation

Scenario/lab exercise

  • Simple process definition exercise

Skills and resources

  • Skills needed to implement such a solution

  • Resources needed

6. Customised RPA

Overview

  • Where customised RPA may be applicable

  • Identifying procurement process

7. Comparing options

Case study

  • Exercise on selecting right approach

8. Developing the business case

Business case

  • Defining the problem

  • Establishing the benefits

  • Identifying the processes

  • Project team structure

  • Risk management and governance

Activity

Walk-through exercise of business case

Acerca de los instructores

¿Quién puede hacer este curso?

Lamentablemente, las personas residentes en uno o más de los siguientes países o regiones no podrán registrarse para este curso: Irán, Cuba y la región de Crimea en Ucrania. Si bien edX consiguió licencias de la Oficina de Control de Activos Extranjeros de los EE. UU. (U.S. Office of Foreign Assets Control, OFAC) para ofrecer nuestros cursos a personas en estos países y regiones, las licencias que hemos recibido no son lo suficientemente amplias como para permitirnos dictar este curso en todas las ubicaciones. edX lamenta profundamente que las sanciones estadounidenses impidan que ofrezcamos todos nuestros cursos a cualquier persona, sin importar dónde viva.

¿Te interesa este curso para tu negocio o equipo?

Capacita a tus empleados en los temas más solicitados con edX para Negocios.