Robotic Process Automation (RPA) and Workflow Automation

The programme

Programme overview

Every organisation has repetitive, rules-based tasks quietly consuming staff time. This Robotic Process Automation (RPA) and Workflow Automation course teaches participants to identify automation opportunities and apply Robotic Process Automation and workflow automation tools to eliminate manual, repetitive work — freeing capacity for higher-value activity without requiring a programming background.

The automation landscape has shifted: RPA hasn’t been replaced by AI — it’s increasingly the reliable execution foundation that AI agents are built on top of, with process mining now used to identify high-impact automation opportunities from real data rather than assumption. This course reflects that shift, giving you a clear, current understanding of where RPA, AI, and hyper automation fit together, alongside the practical skills to map a process, evaluate tools, and build a business case that gets approved.

Who should attend

Who is this programme for?

This Robotic Process Automation (RPA) and Workflow Automation course is designed for:

• Operations Managers and Process Owners Seeking Efficiency Gains
• Business Analysts and Process Improvement Professionals
• Administrative and Support Function Leaders Managing High-Volume Repetitive Tasks
• Anyone Responsible for Identifying Automation Opportunities Within Their Team
• Digital Transformation and Continuous Improvement Leads

Learning outcomes

What you will learn

This Robotic Process Automation (RPA) and Workflow Automation course equips you to identify, plan, and build the business case for automation initiatives that free your team’s capacity for higher-value work.

By the end of this Robotic Process Automation (RPA) and Workflow Automation course, you’ll be able to:

• Identify processes and tasks suitable for automation within their own organisation
• Understand core RPA and workflow automation concepts and how they differ from AI and agentic AI
• Apply process mining principles to identify high-impact automation opportunities using real data
• Map a process for automation, including exception handling and control points
• Evaluate RPA and automation tools and vendors appropriate to organisational scale
• Understand where hyper automation and AI agents fit alongside traditional RPA
• Apply governance principles that keep automation decisions explainable and auditable
• Build a business case for an automation initiative, including expected efficiency gains and a change management plan
• No Coding Required: Learn to identify and plan automation initiatives without needing a technical or programming background.
• Data-Driven Automation Choices: Use process mining to identify high-impact automation opportunities instead of guessing.
• Future-Proof Understanding: Know exactly how RPA, AI, and agentic AI differ — and how they increasingly work together.
• A Business Case That Gets Approved: Build a business case with quantified efficiency gains that leadership can act on.
• Freed Capacity, Not Job Losses: Frame automation as freeing staff for higher-value work, building buy-in instead of resistance.

Explore the programme

Detailed programme outline

Module 1: Foundations of RPA and Workflow Automation

• What Robotic Process Automation and workflow automation are, in plain terms
• How RPA fits within the broader intelligent automation landscape
• The kinds of tasks RPA handles well: structured, repetitive, rules-based work
• Common myths about automation that create unnecessary resistance

Practical Exercise: List five repetitive tasks in your own role or team that fit the RPA profile.

Module 2: RPA, AI, and Agentic Automation — Understanding the Difference

• RPA as deterministic execution versus AI as probabilistic reasoning
• What agentic AI adds: handling exceptions, reasoning over context, working toward a goal rather than a script
• Why RPA remains the reliable foundation that AI agents are increasingly built on top of
• Governance essentials: confidence thresholds, escalation paths, and keeping automated decisions explainable

Practical Exercise: Classify a set of sample business tasks as best suited to RPA, AI, or a hybrid approach.

Module 3: Identifying Automation Opportunities Using Process Mining

• Characteristics of processes best suited to automation
• Using process mining to identify high-impact opportunities from real execution data, rather than assumption
• Prioritising automation candidates by volume, complexity, and business impact
• Avoiding the trap of automating a broken process

Practical Exercise: Prioritise a sample list of candidate processes for automation using a structured scoring method.

Module 4: Process Mapping for Automation

• Documenting workflows in a format ready for automation design
• Identifying exception paths and how they should be handled
• Defining control points and approval steps within an automated process
• Common process mapping mistakes that undermine automation projects

Practical Exercise: Map a sample administrative process, including its exceptions and control points.

Module 5: Evaluating RPA and Automation Tools and Vendors

• Comparing leading RPA and workflow automation platforms
• Evaluating vendor capabilities against organisational scale and needs
• Understanding total cost of ownership beyond the initial licence
• Questions to ask vendors before committing to a platform

Practical Exercise: Score a shortlist of sample automation vendors against your organisation’s requirements.

Module 6: Hyper automation and the Expanding Automation Toolkit

• How hyper automation combines RPA, AI, process mining, and low-code platforms
• Intelligent document processing for unstructured inputs like invoices and forms
• Where AI agents are starting to extend beyond traditional RPA’s capabilities
• Planning an automation roadmap that can evolve as the toolkit matures

Practical Exercise: Sketch a hyper automation roadmap for one end-to-end process in your organisation.

Module 7: Building the Business Case and Planning Implementation

• Quantifying expected efficiency gains and cost savings
• Structuring a business case that secures leadership buy-in
• Planning implementation, including a change management approach
• Communicating automation as freeing staff for higher-value work

Practical Exercise: Build a one-page business case for an automation initiative in your organisation.

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.