Quality & Operational Excellence

Workflow Automation for Process Improvement

After processes are simplified, automation can remove remaining manual effort and errors. This course covers workflow automation for improvement teams: choosing what to automate, simplifying before automating, workflow and form tools, approval flows, integration basics, governance and measuring benefits.

5 days Classroom or live online English

Smart Horizon Certified - Global Leadership Consultants

Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

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Why attend

From knowledge to real-world impact.

Automating a bad process only makes it fail faster. You will learn to combine improvement and automation wisely.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

Difficulty translating subject knowledge into practical workplace decisions.
Inconsistent approaches to the activities covered in the course outline.
Lack of a structured plan for applying and reviewing new skills.

Course methodology

How you will learn.

Process selection exercises, automation design workshops, tool demonstrations and case studies.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

Identify automation opportunities after process improvement
Simplify processes before automating
Design digital forms and approval workflows
Understand integration options
Govern automated workflows
Measure automation benefits

Target audience

Who should attend.

This course is suitable for:

Process improvement practitioners
Business analysts
Operations managers
Quality coordinators
Digital transformation staff

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Opportunity selection
Process simplification
Workflow design
Governance
Benefit measurement

Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Automation and Improvement

09:00–10:08Simplify then automate
10:08–11:00Automation options
11:00–11:30Coffee break
11:30–11:45Automation options (continued)
11:45–12:53Case studies
12:53–14:00Exercise

Day 2Selecting Opportunities

09:00–10:08Criteria
10:08–11:00Volume and errors
11:00–11:30Coffee break
11:30–11:45Volume and errors (continued)
11:45–12:53Prioritisation
12:53–14:00Workshop

Day 3Designing Workflows

09:00–10:08Forms
10:08–11:00Approval flows
11:00–11:30Coffee break
11:30–11:45Approval flows (continued)
11:45–12:53Notifications
12:53–14:00Exercise

Day 4Integration and Governance

09:00–10:08Integration basics
10:08–11:00Security
11:00–11:30Coffee break
11:30–11:45Security (continued)
11:45–12:53Ownership
12:53–14:00Demonstration

Day 5Benefits

09:00–10:08Measuring time and errors
10:08–11:00Adoption
11:00–11:30Coffee break
11:30–11:45Adoption (continued)
11:45–12:53Scaling
12:53–14:00Action plan

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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