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About the trail
This learning trail teaches business analysts how to analyze business processes and introduce RPA into your organization. This trail provides an understanding of dependencies and considerations to build out a valid case for automation.
Learning trail objectives
By the end of this learning trail, you should be able to:
- Identify business processes for automation
- Build a basic bot using Automation 360
- Automate tasks using Automation 360 Excel commands
- Automate Excel tasks using RPA bots for Excel
- Automate Salesforce tasks using RPA bots for Salesforce
- Manage RPA reports using Automation 360
Duration:5 hours, 45 minutes
Format:E-Learning
Cost:
Free
Badge on completion
Business Analyst Automation 360
NOTICE: Please note that the ‘Automating Tasks Using RPA Bots for Excel (Automation 360)’ is an optional course. The 'RPA Bots for Excel' plug-in is not in active development, and it is not available for download. This course serves as a reference for users that have already installed the plug-in.
Courses in the learning trail
Identifying Business Processes for Automation
In this course, you will learn how to identify and prioritize business processes for automation. You will learn how to evaluate the automation pipeline and perf...
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45 minutes
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Beginner
- FREE
Identifying Business Processes for Automation
In this course, you will learn how to identify and prioritize business processes for automation. You will learn how to evaluate the automation pipeline and perform feasibility analysis, complexity analysis, and ROI analysis to analyse, evaluate and select the right candidates for automation using the complexity and feasibility worksheet calculators, and the ROI calculator
By the end of this course, you should be able to:
- Use the automation pipeline to prioritize business processes for automation.
- Perform feasibility, complexity, and ROI analysis of the automation use cases.
Associated Learning Trail(s)
- 45 minutes
Business Analyst- Beginner
- E-Learning
Hello Automation 360 Bot: Getting Started with Building Bots
In this course, you will learn to build a software bot using Automation 360. This course will help you use various Automation 360 actions to build task bots int...
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60 minutes
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Beginner
- FREE
Hello Automation 360 Bot: Getting Started with Building Bots
In this course, you will learn to build a software bot using Automation 360. This course will help you use various Automation 360 actions to build task bots intuitively to meet your business process automation objectives. The learning will be reinforced through a business use case and step by step demonstration.
By the end of the course, you should be able to:
- Distinguish between the two main editions of Automation 360
- Describe the components of the RPA workspace
- Outline the steps to register your device and download the Bot Agent
- Build a software bot to automate a business process using Automation 360
Associated Learning Trail(s)
- 60 minutes
- Bot Developer, Business Analyst, Control Room Administrator, RPA Program Manager
- Beginner
- E-Learning
Automating Tasks Using the Automation 360 Excel Advanced Actions
In this course, you will learn to automate repetitive or complex Excel-based processes or tasks using Automation 360 Excel advanced actions. You will learn how ...
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2 hours
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Advanced
- FREE
Automating Tasks Using the Automation 360 Excel Advanced Actions
In this course, you will learn to automate repetitive or complex Excel-based processes or tasks using Automation 360 Excel advanced actions. You will learn how the Automation 360 Excel advanced actions help to automate, solve, and simplify business processes. The learning will be reinforced through different business use cases and step-by-step demonstrations.
By the end of this course, you should be able to:
- Describe the different types of Excel packages available within Automation 360.
- Explain the various operations that can be performed using the Excel Advanced actions package within Automation 360.
- Use the Global Session feature within the Excel Advanced actions package to share an Excel session across bots.
- Automate an Excel-based process or task using Automation 360 to solve for some real-world business challenges.
Associated Learning Trail(s)
- 2 hours
- Business Analyst, Citizen Developer
- Advanced
- E-Learning
Automating Tasks Using RPA Bots for Excel (Automation 360)
In this course, you will learn the benefit of using “RPA bots for Excel” and how it simplifies the process of executing Excel-related tasks without accessin...
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15 minutes
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Beginner
- FREE
Automating Tasks Using RPA Bots for Excel (Automation 360)
In this course, you will learn the benefit of using “RPA bots for Excel” and how it simplifies the process of executing Excel-related tasks without accessing the Automation 360. Learning will be reinforced through concepts and demonstration.
By the end of the course, you should be able to:
- Identify the challenges the Excel Plug-in solves
- List the business and user benefits of using Excel Plug-in
- Log in to Automation 360 and execute the bots directly from Excel
NOTICE: Please note that the ‘Automating Tasks Using RPA Bots for Excel (Automation 360)’ is an optional course. The 'RPA Bots for Excel' plug-in is not in active development, and it is not available for download. This course serves as a reference for users that have already installed the plug-in.
Associated Learning Trail(s)
- 15 minutes
- Business Analyst
- Beginner
- E-Learning
Automating Salesforce Tasks Using RPA Bots for Salesforce
In this course, you will learn the benefit of using “RPA bots for Salesforce” and how it simplifies the process of executing Salesforce-related tasks withou...
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10 minutes
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Beginner
- FREE
Automating Salesforce Tasks Using RPA Bots for Salesforce
In this course, you will learn the benefit of using “RPA bots for Salesforce” and how it simplifies the process of executing Salesforce-related tasks without accessing Automation 360. Learning will be reinforced through concepts and use case demonstration.
By the end of the course, you should be able to:
- Describe the function of the components of RPA Bots for Salesforce
- Identify the business benefits of the RPA Bots for Salesforce
- Execute Automation 360 bots directly from within Salesforce to automate Salesforce-related tasks
Associated Learning Trail(s)
- 10 minutes
- Business Analyst
- Beginner
- E-Learning
Documenting Business Processes Using Automation 360 Discovery Bot
In this course, you will learn how to identify business processes for automation and the various tools available for feasibility and complexity analysis of proc...
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45 minutes
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Advanced
- FREE
Documenting Business Processes Using Automation 360 Discovery Bot
In this course, you will learn how to identify business processes for automation and the various tools available for feasibility and complexity analysis of processes. You will also learn how Discovery Bot helps in documenting and automating identified business processes. Learning will be reinforced through demonstrations.
By the end of the course, you should be able to:
- Describe how to identify business processes for automation
- Record business user tasks using Discovery Bot
- Analyze and document repeatable business processes using Discovery Bot
- Generate bot prototypes for identified business opportunities using Discovery Bot
Associated Learning Trail(s)
- 45 minutes
- Business Analyst
- Advanced
- E-Learning
Managing RPA Reports Using Automation 360
In this course, you will learn how to create customizable dashboards and widgets and gain real-time business insights using Automation 360 Bot Insight. You will...
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30 minutes
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Beginner
- FREE
Managing RPA Reports Using Automation 360
In this course, you will learn how to create customizable dashboards and widgets and gain real-time business insights using Automation 360 Bot Insight. You will also learn how to monitor the performance of the deployed bots. The learning will be reinforced through concepts, scenarios, and demonstration.
By the end of this course, you should be able to:
- Describe the reporting capabilities of Automation 360
- Create smart dashboards and gain real-time business insights
- Monitor the operational and performance aspects of the bots
- Define how Automation 360 allows seamless integration with third-party analytics platforms like Power BI
Associated Learning Trail(s)
- 30 minutes
- Business Analyst
- Beginner
- E-Learning
Automating Business Processes in SAP Using Automation 360
In this course, you will learn how to automate repetitive or complex tasks in SAP using Automation 360.
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30 minutes
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Beginner
- FREE
Automating Business Processes in SAP Using Automation 360
In this course, you will learn how to automate repetitive or complex tasks in SAP using Automation 360.
By the end of the course, you will be able to:
- Describe the pre-requisites for automating tasks in SAP using Automation 360
- Automate Business Processes in SAP using Universal Recorder and SAP Actions Package
Associated Learning Trail(s)
- 30 minutes
- Business Analyst, Bot Developer
- Beginner
- E-Learning