Course Details

RPA (Robotic Process Automation) in Documentation & Records Training Course

INTRODUCTION 

Unlock the power of automation to revolutionize your documentation and records management processes. This comprehensive training course, specifically designed for professionals , provides a practical understanding of Robotic Process Automation (RPA) and its transformative applications within the realm of document handling, record keeping, compliance, and data management. Learn how to streamline workflows, reduce errors, improve efficiency, and free up valuable human resources by leveraging cutting-edge RPA technology.

DURATION

5 days

TARGET AUDIENCE

This course is ideal for professionals  who are involved in managing documentation and records, and who are looking to enhance their operational efficiency. This includes:

• Records Managers & Officers: Responsible for maintaining and organizing records.
• Document Controllers: Overseeing the creation, distribution, and storage of documents.
• Compliance Officers: Ensuring adherence to regulatory requirements related to documentation.
• IT Professionals: Involved in implementing and supporting document management systems.
• Business Analysts: Identifying opportunities for process improvement and automation.
• Operations Managers: Seeking to optimize workflows and reduce operational costs.
• Administrators: Handling significant volumes of documentation and data entry.

COURSE OBJECTIVES

Upon completion of this training course, participants will be able to:

• Understand the fundamentals of Robotic Process Automation (RPA) and its core components.
• Identify suitable use cases for RPA within documentation and records management workflows.
• Evaluate the benefits and challenges of implementing RPA in their organizations.
• Learn about the different types of RPA tools and platforms available.
• Understand the key steps involved in planning and executing an RPA implementation project.
• Recognize the impact of RPA on data accuracy, compliance, and security within records management.
• Explore real-world examples of successful RPA implementation in documentation and records management.
• Develop a basic understanding of how to collaborate with RPA developers or utilize low-code platforms.

COURSE MODULES

Module 1: Introduction to Robotic Process Automation (RPA)

• Defining RPA and its key concepts.
• The evolution of automation and the rise of RPA.
• Understanding the benefits and limitations of RPA.
• Exploring different types of RPA tools and vendors.
• RPA vs. other automation technologies (e.g., BPM, AI).

Module 2: The Landscape of Documentation & Records Management in Nairobi

• Overview of common documentation and records management challenges in Kenyan organizations.
• Understanding relevant regulatory frameworks and compliance requirements (e.g., Data Protection Act).
• Identifying key processes within the document lifecycle.
• The role of technology in modern records management.
• Opportunities for automation within the local context.

Module 3: Identifying RPA Use Cases in Documentation & Records Management

• Analyzing documentation workflows for automation potential.
• Identifying repetitive, rule-based tasks suitable for RPA.
• Use cases in document capture, indexing, and data extraction.
• Automation of records classification, retention, and disposal processes.
• RPA for compliance monitoring and reporting.

Module 4: Planning and Implementing RPA for Documentation Processes

• Step-by-step approach to RPA implementation.
• Assessing feasibility and ROI for RPA projects.
• Selecting the right RPA tool for your organization's needs.
• Building a business case for RPA adoption.
• Establishing governance and change management strategies.

Module 5: RPA for Document Processing and Data Extraction

• Automating document intake from various sources (email, scans, etc.).
• Utilizing RPA for data extraction from structured and semi-structured documents.
• Integrating RPA with Optical Character Recognition (OCR) technology.
• Automating data entry and validation into records management systems.
• Case studies and practical examples of document processing automation.

Module 6: Automating Records Management Workflows with RPA

• Streamlining records classification and indexing using RPA.
• Automating the application of retention schedules.
• Using RPA for audit trail generation and compliance checks.
• Automating notifications and reminders for records management tasks.
• Exploring RPA for secure records disposal.

Module 7: Ensuring Compliance and Security in RPA-Driven Records Management

• Understanding how RPA can enhance data accuracy and reduce compliance risks.
• Addressing security considerations for RPA implementations.
• Implementing access controls and audit trails for RPA bots.
• Ensuring compliance with data protection regulations through RPA.
• Best practices for maintaining data integrity with RPA.

Module 8: The Future of RPA in Information Management and Next Steps

• Emerging trends in RPA and Intelligent Automation (IA).
• Integrating RPA with Artificial Intelligence (AI) for advanced document processing.
• Scaling RPA deployments within documentation and records management.
• Developing a roadmap for RPA adoption in your organization.

CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com