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Business Analyst (Automation 360)

About the trail

Business Analyst (Automation 360)

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
  • Course Duration Duration: 5 hours 15 minutes
  • E-Learning Format:E-Learning
  • Cost Cost: Free

Badge on completion

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Business Analyst Automation 360

ENROLL IN THE LEARNING TRAIL

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

COURSE

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...

  • Course Duration
    45 minutes
  • Beginner
    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):

  • duration_icon45 minutes
  • memberBusiness Analyst
  • beginnerBeginner
  • online_iconE-Learning
ENROLL
COURSE

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...

  • Course Duration
    60 minutes
  • Beginner
    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. It also provides an overview of the two main editions of the Automation 360 platform and helps you distinguish between both editions. The learning in this course will be reinforced through business use cases and step-by-step demonstrations.

By the end of this course, you should be able to:

  • Describe the components that make up the Automation 360 platform
  • Distinguish between the two main editions of Automation 360
  • Identify the important elements that comprise the RPA workspace
  • Outline the steps to register your device and download the Bot Agent
  • Summarize the significance of a process blueprint in bot creation
  • Build a software bot to automate a business process using Automation 360

Associated Learning Trail(s):

  • duration_icon60 minutes
  • memberBot Developer, Business Analyst, Control Room Administrator, RPA Program Manager
  • beginnerBeginner
  • online_iconE-Learning
ENROLL
COURSE

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 also learn how the...

  • Course Duration
    60 minutes
  • Advanced
    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 also learn how the Automation 360 Excel advanced actions help to automate, solve, and simplify business processes with little or no knowledge of programming. 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:

  • Distinguish between the different types of Excel action packages available within Automation 360
  • Select the appropriate Excel package to automate a given task
  • Summarize the different types of operations that can be performed using the Excel advanced actions package within Automation 360
  • Outline the steps to create a process blueprint for the desired automation
  • Use the Global Session feature to share an Excel advanced session across bots
  • Use the Excel advanced package to automate processes for measuring the production line efficiency of an organization
  • Use the Excel advanced package to automate processes for calculating the bonus payout in an organization
  • Use the Excel advanced package to automate processes for managing the product inventory levels of an organization

Associated Learning Trail(s):

  • duration_icon60 minutes
  • memberBusiness Analysts, Citizen Developer Practitioner
  • advanceAdvanced
  • online_iconE-Learning
ENROLL
COURSE

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...

  • Course Duration
    15 minutes
  • Beginner
    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):

  • duration_icon15 minutes
  • memberBusiness Analyst
  • beginnerBeginner
  • online_iconE-Learning
ENROLL
COURSE

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...

  • Course Duration
    10 minutes
  • Beginner
    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):

  • duration_icon10 minutes
  • memberBusiness Analyst
  • beginnerBeginner
  • online_iconE-Learning
ENROLL
COURSE

Automating Tasks Using the Salesforce Action Package

In this course, you will learn about the Salesforce action package available within Automation 360 and how to use it to automate tasks within your Salesforce environment....

  • Course Duration
    20 minutes
  • Intermediate
    Intermediate
  • FREE

Automating Tasks Using the Salesforce Action Package

In this course, you will learn about the Salesforce action package available within Automation 360 and how to use it to automate tasks within your Salesforce environment. Learning will be reinforced with the help of a use case and a demonstration.

By the end of this course, you will be able to:

  • Describe the benefits of the Salesforce actions package
  • Identify the different actions available within the Salesforce actions package
  • Use the Salesforce actions package to automate tasks in your Salesforce environment

Associated Learning Trail(s):

  • duration_icon20 minutes
  • memberBusiness Analysts, Business Users
  • intermediateIntermediate
  • online_iconE-Learning
ENROLL
COURSE

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...

  • Course Duration
    45 minutes
  • Advanced
    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):

  • duration_icon45 minutes
  • memberBusiness Analyst
  • advanceAdvanced
  • online_iconE-Learning
ENROLL
COURSE

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...

  • Course Duration
    30 minutes
  • Beginner
    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):

  • duration_icon30 minutes
  • memberBusiness Analyst
  • beginnerBeginner
  • online_iconE-Learning
ENROLL
COURSE

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.

  • Course Duration
    30 minutes
  • Beginner
    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):

  • duration_icon30 minutes
  • memberBusiness Analyst, Bot Developer
  • beginnerBeginner
  • online_iconE-Learning
ENROLL
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