Automation & Rpa In Records Management: Streamlining Workflows With Automation

Introduction

Automation & RPA in Records Management: Streamlining Workflows with Automation equips professionals with the knowledge to leverage automation and Robotic Process Automation (RPA) to enhance records management efficiency. This course focuses on analyzing manual processes, implementing RPA solutions, and understanding the impact of automation on records lifecycle management. Participants will learn to utilize automation tools, streamline data entry and processing, and understand the intricacies of workflow optimization and system integration. By mastering automation in records management, professionals can reduce manual errors, improve operational speed, and contribute to the creation of a more efficient and agile information environment.

The increasing demand for faster and more accurate records management necessitates a comprehensive understanding of automation and RPA strategies. This course delves into the intricacies of process mapping, bot development, and automation governance, empowering participants to develop and implement effective automation solutions. By integrating technological advancements with records management best practices, this program enables individuals to lead digital transformation initiatives and contribute to the creation of a streamlined and automated information management system.

Target Audience:

• Records managers
• IT managers
• Business analysts
• Process improvement specialists
• RPA developers
• Automation engineers
• Compliance officers
• Information governance professionals
• Project managers
• Students of information science and automation
• Individuals interested in automation in records management
• Data analysts
• System administrators
• Workflow designers
• Knowledge managers

Course Objectives:

• Understand the principles and importance of automation and RPA in records management.
• Implement techniques for analyzing manual records management processes for automation potential.
• Understand the role of RPA and automation tools in streamlining records workflows.
• Implement techniques for selecting and implementing appropriate automation tools.
• Understand the principles of process mapping and workflow optimization for automation.
• Implement techniques for mapping and optimizing records management workflows.
• Understand the role of bot development and deployment in RPA.
• Implement techniques for developing and deploying RPA bots.
• Understand the legal and regulatory frameworks surrounding automated records management.
• Implement techniques for ensuring compliance and security in automated processes.
• Understand the role of continuous monitoring and improvement in automation.
• Understand the challenges and opportunities of implementing automation in diverse records environments.
• Develop strategies for implementing and scaling up automation initiatives in records management.

DURATION

10 Days

COURSE CONTENT

Module 1: Foundations of Automation and RPA in Records Management

• Principles and importance of automation and RPA.
• Understanding the evolution of automation and its role in records management.
• Benefits of automation in enhancing efficiency and reducing errors.
• Historical context and emerging trends in records automation.

Module 2: Manual Process Analysis for Automation Potential

• Techniques for analyzing manual records management processes.
• Implementing process mapping and task analysis.
• Utilizing process documentation and flowcharts.
• Managing process analysis.

Module 3: RPA and Automation Tools

• Understanding the role of RPA and automation tools.
• Implementing tool selection and evaluation.
• Utilizing RPA platforms and automation software.
• Managing tool implementation.

Module 4: Appropriate Automation Tool Selection and Implementation

• Techniques for selecting and implementing appropriate automation tools.
• Implementing tool configuration and customization.
• Utilizing integration and API management.
• Managing tool deployment.

Module 5: Process Mapping and Workflow Optimization

• Understanding the principles of process mapping and workflow optimization.
• Implementing process redesign and improvement.
• Utilizing workflow modeling and simulation.
• Managing workflow optimization.

Module 6: Records Management Workflow Mapping and Optimization Techniques

• Techniques for mapping and optimizing records management workflows.
• Implementing workflow automation and orchestration.
• Utilizing workflow management systems.
• Managing workflow automation.

Module 7: Bot Development and Deployment

• Understanding the role of bot development and deployment.
• Implementing bot design and programming.
• Utilizing bot testing and validation.
• Managing bot deployment.

Module 8: RPA Bot Development and Deployment Techniques

• Techniques for developing and deploying RPA bots.
• Implementing bot scripting and configuration.
• Utilizing bot monitoring and maintenance.
• Managing bot lifecycle.

Module 9: Legal and Regulatory Frameworks

• Understanding the legal and regulatory frameworks surrounding automated records management.
• Implementing compliance with data privacy and security regulations.
• Utilizing audit trails and compliance reporting.
• Managing legal and regulatory risks.

Module 10: Compliance and Security in Automated Processes

• Techniques for ensuring compliance and security in automated processes.
• Implementing access controls and security protocols.
• Utilizing data encryption and masking.
• Managing security compliance.

Module 11: Continuous Monitoring and Improvement

• Understanding the role of continuous monitoring and improvement.
• Implementing performance monitoring and reporting.
• Utilizing feedback mechanisms and optimization.
• Managing continuous improvement.

Module 12: Implementation Challenges in Diverse Records Environments

• Understanding the challenges of implementing automation.
• Implementing automation solutions in different records domains and industries.
• Utilizing automation strategies in multinational and global operations.
• Managing implementation in diverse contexts.

Module 13: Automation Initiative Scaling in Records Management

• Techniques for developing automation project roadmaps.
• Implementing pilot project testing and evaluation.
• Utilizing scalability and performance optimization techniques.
• Managing automation team and governance.

Module 14: Case Studies: Automation and RPA in Records Management

• Analyzing real-world examples of successful automation implementations.
• Highlighting best practices and innovative solutions.
• Documenting project outcomes and impact.
• Industry and automation leader testimonials.

Module 15: The Future of Automation in Records Management

• Exploring emerging technologies and trends in automation.
• Integrating AI, machine learning, and cloud technologies.
• Adapting to evolving records management needs and technological advancements.
• Building resilient and automated records management ecosystems.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.