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K2’s Understanding Workflow and Automation Essentials

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now. * This program was recorded in April 2020. The lesson quizzes that populate after each lesson are not part of the final exam. You must pass the final exam to receive your certificate of attendance with a 70% or higher.

K2’s Understanding Workflow and Automation Essentials

K2’s Understanding Workflow and Automation Essentials

Course Details

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Format: QAS On-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course.

Upon completing this session, you should be able to:

  • Identify leading workflow technologies
  • List workflow documentation tools
  • Differentiate products working today and workflow technology that is not practical
  • Create a workflow process improvement plan
  • Process documentation
  • Software options
  • Practical tools you can use today and may even own now
  • Tips on optimizing workflow
  • Demonstration of workflow concepts
Update
<p>Busy accounting and financial professionals who want to improve their personal and organizational productivity</p>
Computer Software and Applications
2

Fundamental knowledge of hardware, software, and technology trends

None

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