RPA for Finance professionals

Complete RPA journey Skills for Functional consultants

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Last Updated: 2022-05-04 05:05:13 English Course Type: Self Learning

Complete understanding of RPA - Robotic process automation
How exactly the BOTs work thus helping us in carrying out our activities
How an RPA journey goes in an organization
What NEW roles are there for Finance professionals in the RPA domain
The Skills and capabilities to drive the RPA projects in your company
Early bird advantage with through knowledge on leading technologies
New Job opportunities as every company is looking for automation
Project manager roles/Process analyst roles to lead the Project implementation

Heard of RPA right ??? like robots are going to take our jobs. Everywhere robots will work by replacing us and make us jobless!!

With the current covid crisis – every company is thinking of automation to reduce costs right ??? And also we are hearing a lot more tech implementations and advancements happening In AI, ML, IoT, and all…

Well, all this is happening, and as Finance Professionals, we all need to get updated with all these technical terms to stay ahead of the crowd.

But where do we find such resources ??

Don’t worry – I am here to help !!

My self Premkasi, I am a CA CS, RPA & Fintech enthusiast. I have worked on the RPA domain in Bahrain where we implemented the digital workforce in F&A areas.

With that experience and Hands-on exposure, I wish I could share my views, experiences, and knowledge on RPA with our CA community. I have created a complete course on RPA / robotics in F&A for Finance professionals. Any CA, CMA, CS / MBA’s and tech enthusiasts can check out this course to have an added advantage to upskill themselves

Please check out the complete course contents here…Happy Learning!

Learning Mindset
Knowledge on ERP

Finance professionals
CA, CS, CMA
Tech Learners
Job seekers

Section 1 : Introduction to Course and Trainer 2 Lectures 00:10:53
Lecture 1 :
Introduction to Course Preview
A brief Introduction to RPA Course which is designed for Finance Professionals - CA/CMA/CS/MBA finance Professionals Contents - 1. Introduction to RPA 2. Need to update in this Digital era 3. About Trainer 4. Course Curriculum Ref Materials - 1. Link to my Website/Blog - https://globalfinx.in/category/techblog/ 2. Article on Honduras Bridge - https://medium.com/road-less-ventured/why-an-honduran-bridge-is-a-perfect-metaphor-for-disruption-2a2d7c910535 3. Future of Job report – World Economic forum 2018 - http://www3.weforum.org/docs/WEF_Future_of_Jobs_2018.pdf
Lecture 2 :
Contact Me
Here is how we can meet and stay connected Please provide your valuable feedback and suggestions My Linkedin ID – https://www.linkedin.com/in/premchand-kasi-4481869b/ Gmail – [email protected] Whatsapp/Telegram - 9553457080
Section 2 : What is RPA, Demo and Benefits 4 Lectures 00:34:30
Lecture 1 :
What is RPA in simple terms?
Explained the meaning of RPA in general terms, Technical definition and Imagination on soft robots Reference Materials How does RPA Work - https://www.youtube.com/watch?v=FV8lM9SIFQ8
Lecture 2 :
How the RPA Bot works ? (Live DEMO on Invoice booking by Bot)
Lecture 3 :
Why RPA is required ?
Explained the need to focus on this technology w.r.t 1. Employee 2. Employer/Corporate 3. Technology trends - the way the world is.. Reference Materials 1. How RPA helped Federal Bank to manage Customer Database with Bots - https://www.youtube.com/watch?v=dq7HA495v2A 2. Future of Job report – World Economic forum 2018 - http://www3.weforum.org/docs/WEF_Future_of_Jobs_2018.pdf 3. RPA Takes over 20 million Jobs by 2030 - https://www.cnbc.com/2019/06/26/robots-could-take-over-20-million-jobs-by-2030-study-claims.html
Lecture 4 :
Benefits of implementing RPA
Explained the benefits of RPA to all the stakeholders on implementing RPA to the employees, Management, Enterprise and all external stake holders Reference Materials 1. 22 Benefits of RPA - https://burniegroup.com/22-benefits-of-robotic-process-automation/ 2. Top 15 RPA Benefits - https://research.aimultiple.com/top-robotic-process-automation-rpa-benefits/ 3. Customer Success stories - https://www.uipath.com/resources/automation-case-studies?hsCtaTracking=a5a589fd-06ce-4ea5-b08f-af33f7c29865%7C8602bb16-b276-4737-9099-e121943a4918
Section 3 : Process selection and Myths 5 Lectures 00:51:00
Lecture 1 :
How to select a process for RPA ?
Explained in detail how to pick the right process for Automation in our companies considering the rules to be followed
Lecture 2 :
Myths/misconceptions about RPA
Explained in detail the Myths and Misconceptions w.r.t Robots abilities and capabilities
Lecture 3 :
Challenges in RPA Implementation
Implementation and Post implementation challenges w.r.t Automation projects is discussed in detail Reference Materials 1. Reasons for RPA failure - https://www.automationanywhere.com/company/blog/rpa-thought-leadership/industry-report-process-discovery-drives-automation-roi 2. 10 Golden rules - https://www.techrepublic.com/article/10-golden-rules-for-rpa-success-and-rpa-and-test-automation/
Lecture 4 :
3 Golden rules of RPA
These are the 3 rules to be followed when we interact / deal with Robots
Lecture 5 :
Complete RPA Journey in any organisation
End to End automation Journey which we will be having in companies during the process of RPA implementation Reference Materials RPA Journey of EENco - https://www.youtube.com/watch?v=3NBss6qcXls
Section 4 : Use cases for Automation 4 Lectures 00:26:02
Lecture 1 :
Use cases of Automation in Finance
Discussed the Use cases of RPA in finance Reference Materials 1. PO Creation by BOT - https://www.youtube.com/watch?v=Sz6AVJmYumM 2. RPA in finance by IBM - https://www.youtube.com/watch?v=loOR-nz9DGY
Lecture 2 :
Use cases of Automation in Audit
Discussed the Use cases of RPA in Audit Reference Materials 1. RPA sending Audit Engagement letters - https://www.youtube.com/watch?v=T6M_d8S6jZM 2. Bots in Audit - https://www.youtube.com/watch?v=QUZUWkRJU3o
Lecture 3 :
Use cases of Automation in Taxation
Discussed the Use cases of RPA in Taxation Reference Materials RPA bots for Tax filing - https://www.youtube.com/watch?v=hFnn0yA7Qvc
Lecture 4 :
Use cases of Automation in HR
Discussed the Use cases of RPA in Human Resources Reference Materials 1. Employee Onboarding and Offboarding - https://www.youtube.com/watch?v=mVYfJ0AsQ64 2. Employee Onboarding solution from Automation Anywhere - https://www.automationanywhere.com/company/blog/company-culture/new-employee-onboarding-at-automation-anywhere
Section 5 : Types of Bots and Automation Models 2 Lectures 00:00:00
Lecture 1 :
Types of Bots
Types of Soft Robots w.r.t Automation 1.Soft Robots 2.Hard Robots 3.Hybrid Robots
Lecture 2 :
Types of Automation Models
Types of Automation Models that are widely deployed in companies 1.Unattended Models 2.Attended Models
Section 6 : AI, ML, Hyper Automation and RPA SAAS 5 Lectures 00:00:00
Lecture 1 :
Artificial Intelligence Machine Learning & the relation with RPA
Explained in Simple Terms the following Artificial Intelligence Machine Learning Relation of these concepts with RPA Reference Materials Documentary read on Artificial Intelligence - https://www.britannica.com/technology/artificial-intelligence/Reasoning Document on Machine Learning - https://emerj.com/ai-glossary-terms/what-is-machine-learning/
Lecture 2 :
Hyper Automation - The Strategic technology for 2020 !
Explained in detail the trending concept of Hyper automation, which in other words called Intelligent Process automation Read the Gartner note on Hyperautomation - https://www.gartner.com/smarterwithgartner/gartner-top-10-strategic-technology-trends-for-2020/
Lecture 3 :
Hyper Automation - Intelligent Insurance claims Processing
It's all about How the Bot is able to process the insurance claims with the information provided by the customer. Using the Machine Learning & Artificial Intelligence concepts, Bot itself assesses the extent of Loss and settles the Insurence claims
Lecture 4 :
Hyper Automation - Purchase Order Booking
It's all about How the Bot is able to create and process the Purchase Order with the information provided by the staff through Chat. Using the Conversational AI, Machine Learning & Artificial Intelligence concepts, Bot itself identifies the task to be done and carries itself
Lecture 5 :
RPA as a Service - The next big thing
Let's see the concept of RPA as a service which in other words called Cloud Automation Reference Materials A brief into RPA SaaS features - https://automationedge.com/product/rpa-on-cloud/ UI Path RPA as a service - https://www.uipath.com/product/automation-cloud
Section 7 : RPA Tools 2 Lectures 00:25:52
Lecture 1 :
Various Players/RPA tools in the RPA market
A brief Introduction to RPA vendors that are available in the Market Few vendors are 1. UI Path 2. Automation Anywhere 3. Blueprism 4. Nice systems 5. Pega Systems 6. SAP Intelligent Bots 7. Microsoft Power Automate & More.. Complete list of RPA tools - Complete List of RPA tools and vendors - https://research.aimultiple.com/rpa-tools/
Lecture 2 :
Comparision between top 3 playes w.r.t UI Path, Automation Anywhere, BluePrism
Detailed Discussion on the BIG 3 RPA vendors UI Path vs. Automation Anywhere vs. BluePrism Check the websites for more information Ui Path - https://www.uipath.com/ Automation Anywhere - https://www.automationanywhere.com/ Blue prism - https://www.blueprism.com/
Section 8 : Job Roles and Skills 2 Lectures 00:21:01
Lecture 1 :
New Roles created for Finance Professionals by RPA
Discussed the new job roles that are created for finance professionals by the RPA technology Reference Links - Link to UI path Academy - https://academy.uipath.com/static-page/5 Link to Automation Anywhere - https://university.automationanywhere.com Link to Blue prism University - https://www.blueprism.com/resources/university/ New Hottest Job roles created by RPA - https://www.analyticsinsight.net/what-are-hottest-rpa-job-titles-in-2020/
Lecture 2 :
Skills for Perfect RPA Functional and Technical Consultants
In this Session - We have covered the various skills required for Functional as we all as technical RPA consultants Essential Skills include - The Story telling skillls Business Guy Evangelist Sales Person skills The GEEK The Power User !! The first 4 are mandatory for CA's - who act as Functional Consultants The first 4 + last 2 are for Technical Consultants.
Section 9 : RPA and related tech terms 2 Lectures 00:19:22
Lecture 1 :
Technologies that work with RPA - OCR, Computer Vision, Sceenscrapping, Proof of
Explained in Details with suitable examples the following 1. OCR - Optical Character Recognition 2. Computer Vision 3. Screen scraping 4. Proof of concept 5. Process Orchestration Reference Materials Check out some of the videos on aforesaid technologies OCR - https://www.youtube.com/watch?v=tyFsZujeqx4 Computer Vision - https://www.youtube.com/watch?v=tJsouqmuWWE Screen scrapping - https://www.youtube.com/watch?v=Ct8Gxo8StBU Orchestration - https://www.youtube.com/watch?v=_VScdafNyFc
Lecture 2 :
Other Technologies beyond RPA - NLP, Deep learning, IOT, API and Cognitive Autom
Explained in Details with suitable examples the following 1. NLP - Natural Language Processing 2. Deep learning 3. Cognitive Automation 4. Internet of things 5. Application Programming Interface Reference Materials Check out some of the Demo videos on the aforesaid topics NLP – https://www.youtube.com/watch?v=d4gGtcobq8M Cognitive RPA - https://www.youtube.com/watch?v=87GCI1_ZZ30 IOT - https://www.youtube.com/watch?v=ZTM9GA-4nBA API - https://www.youtube.com/watch?v=rP_UAPcIG4I
Section 10 : RPA Updates and Use cases 2 Lectures 00:00:00
Lecture 1 :
New Updates in RPA Domain
Weekly Discussion on 14th March 2021 Topics Covered – 1.AARI 2.Tag UI 3.Process Not fitting into RPA 4.Limitations of RPA 5.Skills of a Business Analyst in RPA
Lecture 2 :
UI Path Integration with Tableau
Hey There, Here we will be discussing about the latest Announcement from UI Path with Tableau, where they have made the Tableau dashbaords to be more dynamic ACTION points !! With this integration, we will be able to trigger the Bots to action right from Tableau dashboard without opening the Bot Consoles. Covered - What they have done ?? What felxibility does it offer to us ?? How they have done it ?? How it helps us ?? Let me know if you have any doubts after watching this video.

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