Robotics Process Automation & Intelligent Process Automation

Boost Efficiency, Unleash Data Power, and Gain a Competitive Edge

Duration

3 Days (8 hours per day)

Level

Intermediate Level

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This course equips marketing analytics professionals with the knowledge and skills to automate repetitive tasks using Robotic Process Automation (RPA) and Intelligent Process Automation (IPA) technologies. By harnessing the power of automation, participants will learn to streamline workflows, improve efficiency, and gain valuable time for strategic analysis.

Course Objectives:

Understand the concepts and benefits of Robotic Process Automation (RPA) and Intelligent Process Automation (IPA).
Identify opportunities for automation within the Marketing Analytics function of a financial institution.
Learn the core functionalities of RPA tools commonly used in the financial industry.
Develop basic RPA workflows for automating repetitive marketing analytics tasks.
Understand how IPA integrates with RPA to enhance automation capabilities.

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Marketing Analytics team with Data Science experience

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Introduction to Process Automation

Evolution of automation: manual processes to RPA and IPA
Benefits of RPA and IPA for marketing analytics teams
Use cases of RPA and IPA in the financial industry

Core Concepts of RPA

Robotic Process Automation (RPA) definition and components
Attended vs. Unattended RPA
RPA development lifecycle
Benefits and limitations of RPA

Introduction to Intelligent Process Automation (IPA)

IPA definition and core technologies (AI, Machine Learning)
How IPA extends RPA capabilities
Use cases of IPA in marketing analytics
Benefits and limitations of IPA

RPA Tools for Financial Services

Overview of popular RPA tools (e.g., UiPath, Blue Prism, Automation Anywhere)
Key features and functionalities relevant to marketing analytics
Comparison of different RPA tool options

Identifying Automation Opportunities

Techniques for process analysis and identification of repetitive tasks
Prioritization criteria for automation initiatives
Considerations for data security and compliance

Introduction to RPA Development Tools

Hands-on introduction to an RPA development platform (e.g., UiPath Studio)
User interface overview and navigation
Recording and editing basic RPA workflows

Building Basic RPA Workflows

Design principles for building efficient and robust workflows
Automating data extraction and manipulation tasks (e.g., web scraping, data cleansing)
Integrating with marketing analytics platforms (e. g., Google Analytics)
Hands-on lab: Building workflows for common marketing analytics tasks

Testing & Deployment of RPA Workflows

Testing approaches for RPA workflows
Best practices for deployment and managing RPA bots
Governance considerations for RPA in a financial institution

Introduction to IPA in RPA Workflows

Integrating AI and Machine Learning into RPA workflows
Examples of using IPA in marketing analytics (e.g., customer segmentation, churn prediction)
Hands-on lab: Enhancing RPA workflows with basic IPA functionalities

The Future of RPA and IPA

Emerging trends in process automation
The impact of RPA and IPA on the role of marketing analysts
Ethical considerations for automation in marketing analytics

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Solid understanding of data analysis concepts and methodologies
Experience working with common data analysis tools (e.g., SQL, Python)
Basic familiarity with marketing analytics processes in the financial industry

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Robotics Process Automation & Intelligent Process Automation

Duration

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