Robotic Process Automation (RPA) is a practical, beginner-friendly training program designed to help professionals understand how software robots can automate repetitive, rule-based tasks and streamline everyday business processes. The course provides a clear introduction to RPA concepts, tools, workflows, and real-world applications without requiring advanced programming expertise.
Duration 3 days – 21 hrs
Overview
Robotic Process Automation (RPA) Fundamentals is a practical, industry-focused training program designed to help professionals understand how RPA can automate repetitive, rule-based processes in banking and financial services. The course provides participants with a clear understanding of RPA concepts, capabilities, implementation approaches, risks, and opportunities while demonstrating how software robots can improve operational efficiency and reduce manual effort.
Participants will explore how RPA can be applied to common banking processes such as data entry and validation, account processing, document handling, transaction reconciliation, report generation, compliance activities, customer onboarding, and routine back-office operations. Through industry-based examples and practical exercises, learners will learn how to recognize processes that are suitable for automation and evaluate their potential business value.
The training introduces a structured approach to RPA opportunity identification and process discovery, helping participants assess processes based on factors such as volume, repetition, rule-based decision-making, stability, error rates, and potential return on investment. Learners will also examine the typical RPA implementation lifecycle, from identifying and assessing an automation opportunity to designing, testing, deploying, and managing software robots.
Participants will gain practical insights into how organizations can establish and manage an RPA program or Center of Excellence (CoE), including governance, standards, roles, change management, risk management, and scaling automation across business functions.
The course also explores Intelligent Automation, demonstrating how RPA can be combined with Artificial Intelligence (AI), Machine Learning, document processing, and other emerging technologies to automate more complex processes. Participants will consider the impact of automation on employees and learn strategies for managing organizational change and encouraging successful adoption.
Through hands-on exercises and a banking-focused RPA use case, participants will apply the concepts learned throughout the course and develop a practical understanding of how automation can improve productivity, accuracy, processing speed, employee experience, and service delivery.
By the end of the program, participants will be able to explain the fundamentals of RPA, identify and evaluate automation opportunities, understand RPA implementation and governance, recognize potential risks, and propose practical RPA solutions for banking and financial services processes.
Learning Objectives
- Learn what RPA is and how it works and when to apply it
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- Describe what RPA is and identify the fundamental capabilities, benefits, and risks of RPA
- Define and use criteria for identifying RPA opportunities
- Understand why RPA is a hot topic right now and how it may enhance work productivity
- Explain RPA used in banking
- Explore how to set up an RPA Center of Excellence
- Describe how to expand the benefits of RPA by combining it with artificial intelligence and other emerging technologies
- Do an actual RPA use case as used in the banking industry
Audience
This training is designed for professionals involved in banking operations, business process improvement, technology, automation, and digital transformation, including:
- Business Process Owners and Operations Managers responsible for improving and streamlining banking workflows
- Business Analysts and Process Analysts involved in process discovery, documentation, and automation opportunity assessment
- Project Managers and Digital Transformation Professionals managing RPA or process improvement initiatives
- IT Professionals and Software Developers supporting automation projects and enterprise technology implementation
- Banking Operations and Back-Office Staff who perform repetitive, rule-based processes that may be suitable for automation
- Risk, Compliance, and Internal Control Professionals interested in automation governance and operational risk management
- RPA Program Managers and Automation Champions responsible for identifying and promoting automation opportunities
- Department Heads and Team Leaders looking to improve productivity and reduce manual administrative work
- Professionals transitioning into RPA, Intelligent Automation, or digital transformation roles
Prerequisites
- Basic understanding of computer systems and software applications
- Familiarity with business processes and workflows
- No prior programming experience required (though helpful)
Course Content
Day 1: Understanding Robotic Process Automation (RPA)
- What Is RPA?
- What Can RPA Do for an Organization?
- How is RPA used in banking industry?
- What Are the Risks of RPA?
- Exercise: RPA Process Discovery Demonstration and Assessment of Sample Business Use Cases
Day 2: RPA in the Government and RPA Opportunity Identification
- Driving Forces for RPA in the Government
- Government Agencies Exploring/Using RPA
- Opportunity Evaluation Criteria
- Exercise: Identifying Opportunities for RPA and continuation of RPA Process Discovery
- Systematic Approach
Day 3: Building and managing an RPA Program, RPA Impacts and Opportunities for Government Employees
- Process of Implementation
- RPA Landscape in the Government
- How Will Jobs Change?
- Embracing Change – Personal Resistance to Change
- How RPA Benefits You
- Exercise: Hands-On Practice
- Intelligent Automation
- Other Emerging Technologies
- What are the Risks of AI?
- Exercise: What Type of Automation is it
- Course Review and Q&A
- Recap of key concepts and practices
- Open Q&A session
- Final Assessment Preparation
