This course is a continuation of our series on digital transformation. In this course we delve further into the finance and accounting RPA process. Most RPA implementations begin in the finance and accounting department. The finance and accounting function’s role historically means many processes are repetitive and rule based. These are two of the most important criteria in identifying good RPA candidates.

In this course we look specifically at the phases of the RPA process and what it takes to utilize RPA. We then evaluate specific accounting and finance functions that are good candidates for RPA.

Robotic process automation (RPA) is a software automation tool that automates routine tasks such as data extraction and cleaning through existing user interfaces. The robot has a user ID just like a person and can perform rules-based tasks. Examples include accessing email and systems, performing calculations, creating documents and reports, and checking files.

In this course we continue to explore RPA in the accounting and finance function.

Course Series

This course is included in the following series:

4 CoursesDigital Transformation

  1. Moving Towards Digital Transformation
  2. Digital Transformation: Finance and Accounting IPA and RPA - Part One
  3. Digital Transformation: Finance and Accounting IPA and RPA - Part Two
  4. Digital Transformation: Digitization, Digitalization and Digital Transformation and IT Automation
Learning Objectives
  • Explore and examine RPA operating models.
  • Identify the four phases of RPA.
  • Explore and examine sample RPA processes.
  • Discover and discuss important criteria related to your RPA journey.
Last updated/reviewed: August 4, 2023
1 Review (10 ratings)

Reviews

5
Anonymous Author
Very useful foray into current status and prospects of RPA implementation plus numerous challenges are discussed. Good discussion about choosing an area to automate. Also examples of the RPA vendors out there. Many students of the course will recognize that they were "speaking in prose" without knowing it... process automation has been going on for decades..

Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Digital Transformation: Finance and Accounting IPA and RPA - Part Two3:42
  RPA Operating Models11:08
  Automate Priorities14:50
  RPA Phases18:58
  Example RPA Candidates12:52
  Example RPA Candidates Cont'd11:18
  The RPA Journey3:45
  Top Digital Automation Tools13:40
  Summary2:36
CONTINUOUS PLAY
  Digital Transformation: Finance and Accounting IPA and RPA - Part Two1:32:49
SUPPORTING MATERIAL
  Slides: Digital Transformation: Finance and Accounting IPA and RPA - Part TwoPDF
  Digital Transformation: Finance and Accounting IPA and RPA - Part Two Glossary/IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam