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Description
Technology continues to reshape our business environment at a rapid pace. The roles of Professionals and Business Managers are changing, and it is vital that you are well-equipped to support businesses.
Robotic Process Automation (RPA) eliminates the need to do menial tasks, allowing us to escape the ‘daily grind’ and develop higher value-add skills instead. The modern-day Professionals and Business Managers will have to embrace automation, but that will make their work more interesting.
More and more companies are relying on RPA tools such as UiPath to streamline their manual and time-consuming processes. RPA tools can automate processes in many different areas, and we can certainly benefit from RPA in capturing and transforming data, making rule-based decisions, and interacting between applications.
This hands-on workshop will help Professionals and Business Managers without coding and/or programming background develop the basic skills required to start automating processes using UiPath. The hands-on exercises will facilitate learning and allow you to directly apply your knowledge learned to the workplace.
What you will learn
By the end of the workshop, you will :
- Be able to automate data capture and transformation processes
- Be able to automate rule-based decision-making processes
- Be able to automate interactions between applications
Programme Outline
1. Introduction
- What is Robotic Process Automation (RPA)?
- Market leaders and comparisons
- UiPath Studio
- UiPath Studio User Interface
- Ribbon
- Activities
- Properties
- Workplace
- Control bar
2. Exercise
- Excel
- Browser
3. Hands-on Exercise Part 1
- Check emails
- Download attachments
- Transform data
- Look up exchange rates
- Perform calculation
- Consolidate
- Send emails
4. Hands-on Exercise Part 2
- Studio vs. Orchestrator
- Segregation of duties
5. Brainstorming and Q&A
This workshop qualifies for 7.0 CPE hours in Information Technology (Category 5).
Prerequisites
- Fundamental knowledge in MS Office such as Outlook, Excel, and PowerPoint
- Have experience in streamlining processes in the past (e.g., have developed standard templates, have developed macros, have designed a new process etc.)
Laptop Requirements
You are required to bring along an internet-enabled* laptop (PC only).
Your laptop must meet the following hardware requirements:
- CPU of Dual cores at 1.8 GHz or above
- 64 bit processor (x64)
- 8GB RAM
* You must be able to send and receive emails and access internet during the class.
Your laptop must be installed with the following operating system and applications:
- Windows 10 (Mac is not supported.)
- MS Office 2013 or newer version
- Google Chrome
- UiPath Studio (Installation instructions will be sent out separately.)
Target Audience
Accounting & Tax Professionals , Business Managers and Executives without coding and/or programming background who would like to develop baseline knowledge and fundamental skills in RPA using UiPath and learn about different ways to automate processes.
Expert Speaker
John Kim
John is a US Certified Public Accountant licensed in New York State, and currently leads a Finance Transformation Advisory. He provides a variety of solutions (e.g., technology and data strategy, data transformation and integration, process improvement and automation, and data analytics services) and business process outsourcing services to corporate finance and tax departments. He was formerly a director of EY’s Tax Technology and Transformation group (formerly known as Tax Performance Advisory) in Washington DC, New York City, and Singapore.
John utilizes over fifteen years of combined experience in corporate finance/tax technology and performance improvement, finance/tax operating model design, finance/tax technology roadmap design, executive financial dashboard design and management, finance/tax data modeling and warehousing, ERP finance/tax integration to help corporate finance and tax functions improve performance and manage business risks using business intelligence.
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