COMMUNITY EDITIONBusiness Analyst (Automation 360)
About the trail
Learning trail objectives
By the end of this learning trail, you should be able to:
- Identify business processes for automation
- Describe the use of tools such as feasibility matrix and complexity matrix
- Build a basic bot using Automation 360
- Automate business tasks using Automation 360 Excel advanced actions
- Use the RPA Bots for Excel plug-in to automate tasks directly from Microsoft Excel
- Automate Salesforce tasks using the RPA bots for Salesforce plug-in
- Automate business processes in Salesforce using the Salesforce actions package
- Manage RPA reports using Automation 360
- Document business processes using Discovery Bot
- Automate business processes in SAP using Universal Recorder and the SAP actions package
Duration: 5 hours-
Format:E-Learning
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Cost:
Free
Badge on completion
Business Analyst Automation 360
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 perform feasibility...
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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 analyze, 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:
- Define the role of a Business Analyst in process automation
- Identify the key stakeholders that must be involved in the process identification stage
- Identify the three key phases of the automation pipeline
- Use the automation pipeline to prioritize business processes for automation
- Summarize the steps involved in performing a feasibility analysis using the Feasibility Matrix
- Describe how to use the Complexity Calculator to perform a complexity analysis
- Explain the process of performing a Return on Investment (ROI) analysis using the ROI calculator
Associated Learning Trail(s):
- 45 minutes
- Business Analyst
- Beginner
- E-Learning
Building Your First Automation Bot
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...
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60 minutes
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Beginner
- FREE
Building Your First Automation Bot
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 them. 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):
- 60 minutes
- Bot Developer, Citizen Developer, Business Analyst, Control Room Administrator, and RPA Program Manager
- Beginner
- E-Learning
Automating Tasks Using 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...
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60 minutes
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Beginner
- FREE
Automating Tasks Using 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 pay-out in an organization
- Use the Excel advanced package to automate processes for managing the product inventory levels of an organization
Associated Learning Trail(s):
- 60 minutes
- Business Analysts, Citizen Developer
- 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 without accessing...
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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. You will also learn about the business benefits of using the RPA Bots for Salesforce plug-in. The learning in this course will be reinforced through concepts and use case demonstrations.
By the end of the course, you should be able to:
- Describe the functions of the components of the RPA Bots for Salesforce plug-in
- Identify the business benefits of the RPA Bots for Salesforce plug-in
- Execute Automation 360 bots directly from within Salesforce to automate Salesforce-related tasks
Associated Learning Trail(s):
- 10 minutes
- Business Analyst
- Beginner
- E-Learning
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....
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20 minutes
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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):
- 20 minutes
- Business Analysts, Business Users
- Intermediate
- 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 processes. You will...
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45 minutes
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Intermediate
- 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 the identified business processes. The learning in this course will be reinforced through demonstrations.
By the end of the course, you should be able to:
- Review the steps to identify business processes for automation
- Summarize the process flow in the Discovery phase of the RPA Development Lifecycle (RDLC)
- Recall the steps involved in performing feasibility and complexity analysis
- Describe the benefits of using Discovery Bot for accelerating automation
- Explain the process to create Discovery Bot users within Automation 360
- Use the Discovery Bot Recorder to document a process based on an automation opportunity
Associated Learning Trail(s):
- 45 minutes
- Business Analyst
- Intermediate
- E-Learning
Managing RPA Reports Using Automation 360
In this course, you will learn how to create customizable dashboards and widgets to gain real-time business insights using Automation 360 Bot Insight. You will also learn how...
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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 to 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 in this course will be reinforced through concepts, scenarios, and demonstrations.
By the end of this course, you should be able to:
- Describe the reporting capabilities of Automation 360
- List the benefits of RPA reporting using Automation 360
- Summarize the capabilities of Bot Insight, the inbuilt analytics tool within Automation 360
- Create smart dashboards and widgets in Automation 360 to gain real-time business insights
- Summarize the process to monitor the operational and performance aspects of the bots
- Describe 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. This course will also help you identify the pre-requisites for...
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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. This course will also help you identify the pre-requisites for automating tasks in SAP using Automation 360.
By the end of the course, you will be able to:
- List the key benefits of automating SAP tasks
- Describe the pre-requisites for automating tasks in SAP using Automation 360
- Use the Universal Recorder in Automation 360 to automate SAP applications with the classic interface.
- Use the Universal Recorder in Automation 360 to automate modern SAP HANA/Fiori applications.
- Use the SAP actions package in Automation 360 to automate SAP applications.
Associated Learning Trail(s):
- 30 minutes
- Business Analyst, Bot Developer
- Beginner
- E-Learning