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Automation Project 4: Process Definition Document (PDD)

Learn how to design, compile and deliver the Process Definition Document - the most crucial document in any RPA project.

3.144 Students

2h49min

All Levels

4.8

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  • Overview
  • Curriculum
  • Discussion
  • Review
  • Instructor

What you will learn

  • What RPA (Robotic Process Automation) is

  • What a Process Definition Document (PDD) is

  • How to build out a PDD with confidence

  • What to include within a PDD

  • What best practice looks like when constructing the PDD

  • How to set up the next stage of your RPA project successfully

  • How to present key information to developers successfully

  • What constitutes a process RPA could assist with

  • How to compile requirements, process maps and directions for the RPA work into one place

  • Key considerations such as owner, management of the document and version control

What are the requirements for taking your course

  • None. We will work with you through the course

  • No prior knowledge of RPA or automation project management is required

  • No prior process management experience is required

  • Course has been built to be open to all levels

  • Reach out to me if you need assistance

Who is this course for

  • Anyone working within a business process, producing some sort of output

  • Anyone working operationally within a business, working with multiple teams, activities or outputs

  • Anyone who wants to be able to gain RPA and automation skills in the field of process automation

  • Those looking to play a greater role in critical business projects today, and longer term

Description

Many RPA/Automation courses focus on the technical - how to build actual bots or automated solutions. This series of courses focuses on how to manage this work - a vital skill often lacking in businesses today.

In this course, you are going to learn about the Process Definition Document (PDD). This is the most crucial document in any RPA project. It is the document that brings together all of the key strands of the project into one place. Much of the work that has been done previously will be compiled here, and presented in a way developers can digest. To successfully deliver an RPA project, a strong, clear and confident PDD is absolutely vital.

In the course, we will cover the following:

- What is RPA and how to define a process.

- What a PDD is - its features, sections and purpose.

- How to build out a PDD.

- How to pull together the process maps, business requirements and scope definitions into one format which developers can use to build the RPA solution.

Getting this document right is crucial, and that includes understanding the right way to present all of the information. As we run through the course, we will do so using a scenario example, case studies and practical exercises, all to ensure you know practically how to build out a PDD, and can try it out for yourself.

Introduction

Introduction

Disclaimer

What is the purpose of this course?

Fundamentals of the approach

What is RPA?

Examples of RPA

The reasons for & benefits of RPA

What is a process?

What is a PDD?

Scenario

Section quiz

Process Definition Document

Objective

Objective: Demonstration

Objective: Business objectives & benefits

Objective: Business objectives & benefits demonstration

Current process: Process overview

Current process: Demonstration

Current process: Standard of metrics

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4.8

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Robert Chapman

Instructor

$15.56

This Course Includes

44 Lessons
2 Quizzes
0 Assignment
5 Downloadable Resources
English
Full Lifetime Access
Certificate of completion
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