K2's Understanding Workflow and Automation Essentials - On Demand (2 hours)

K2's Understanding Workflow and Automation Essentials - On Demand (2 hours)

  • $89.00


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.

Major Subjects Covered

  • Process documentation
  • Software options
  • Practical tools you can use today and may even own now
  • Tips on optimizing workflow
  • Demonstration of workflow concepts

Learning Objectives

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

Course Information

  • CPE credit: Recommended for 2 CPE hours Computer Software and Applications
  • Prerequisites: None
  • Program level: Intermediate
  • Advance preparation: None
  • Who should participate: Accounting, financial, and business professionals seeking to optimize and automate workflow

Instructional Delivery Method: 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. Participants may attempt take the final exam up to 10 times.