Robotic Process Automation (RPA) and Workflow Automation

Robotic Process Automation (RPA) and Workflow Automation

Freeing Your Team for Higher-Value Work by Automating the Repetitive Tasks That Shouldn't Need a Human

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Platform:
Online
In-class
Revised and Updated: 01 October 2026
Date Venue Duration
05 - 09 October 2026 Sandton, Gauteng 5 Days
23 - 27 November 2026 Sandton, Gauteng 5 Days

Course Introduction

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 RPA 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The automation landscape has shifted: RPA hasn’t been replaced by AI — it’s increasingly the reliable execution foundation that AI agents are built on top of, with process mining now used to identify high-impact automation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 hyperautomation fit together, alongside the practical skills to map a process, evaluate tools, and build a business case that gets approved.

Course Objectives

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 course, you’ll be able to:

  • Identify processes and tasks suitable for automation within your 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 hyperautomation 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

Course Benefits

  • 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.

Who should attend?

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
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Training Methodology

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.

Training Outline

Day 1 — Foundations and the RPA/AI Landscape
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
Day 2 — Identifying and Mapping Automation Opportunities
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
Day 3 — Evaluating Tools and Planning for Hyperautomation
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: Hyperautomation and the Expanding Automation Toolkit
  • How hyperautomation 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 hyperautomation roadmap for one end-to-end process in your organisation
Day 4 — Building the Business Case
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
Day 5 — Integration Workshop and Roadmap Presentations
Integration Workshop and Roadmap Presentations
  • Delegates integrate the full week's work — process selection, process mapping, tool evaluation, and business case — into a single automation roadmap for a process in their own organisation.
  • Workshop: refining your process map, tool shortlist, and business case into one coherent automation plan
  • Peer review: presenting your roadmap to the group and incorporating feedback
  • Facilitator review and final guidance on next steps for implementation
  • Course wrap-up and personal action planning

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FAQs – Robotic Process Automation (RPA) and Workflow Automation

Master Robotic Process Automation (RPA) and workflow automation, covering process analysis, automation tools, AI integration, workflow design, implementation, and optimisation.

What is covered in the Robotic Process Automation (RPA) and Workflow Automation training?
The course covers RPA and workflow automation fundamentals, automation opportunities, process analysis, automation design, bots, workflows, AI integration, implementation strategies, and managing automation initiatives.
Who should attend the RPA and Workflow Automation training?
The training is suitable for business managers, process owners, operations professionals, IT specialists, business analysts, project managers, automation teams, and professionals involved in digital transformation and process improvement.
What types of business processes are suitable for RPA?
Participants learn how to identify repetitive, rules-based, structured, and high-volume tasks that can benefit from RPA, as well as how to assess processes for automation potential and business value.
Does the course cover workflow automation and process optimisation?
Yes. The training examines workflow automation, process mapping, bottleneck identification, process improvement, task orchestration, and how automated workflows can improve efficiency and consistency.
Does the RPA training cover AI and intelligent automation?
Yes. The course explores how RPA fits within the broader intelligent automation landscape and how AI can complement automation for processes involving information, decisions, and more complex tasks.
Does the Robotic Process Automation course include practical exercises?
Yes. Participants work through practical automation scenarios, process analysis activities, workflow examples, and case-based exercises designed to connect RPA concepts with real-world business processes.

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