Business Process Automation and Change Management Training Course

Course overview

Automation projects rarely fail because the technology cannot run a task. They stall because the people expected to work alongside the new process were never brought into the design, the handoffs were never redrawn, and the metrics that would prove value were never agreed upon. This course treats process automation and change management as two halves of the same discipline, showing operations and transformation professionals how a well-selected candidate process, mapped honestly and governed carefully, becomes a lasting part of how an organization works.

Participants examine how to read a process for automation potential, weigh options across RPA, workflow orchestration, and low-code platforms, and build a business case that survives scrutiny from finance and operations alike. Equal attention goes to adoption: preparing affected teams, managing resistance, and putting the governance in place that keeps an automated process healthy long after the initial deployment. The result is a practical view of automation as an organizational change, not merely a technical installation.

Why automation now decides who keeps pace

Cost pressure, thinning back-office headcount, and rising expectations for same-day service have pushed automation from a nice-to-have into an operating necessity for shared-services and process functions. Yet the tools have matured faster than the practices around them, and many organizations now hold a graveyard of half-adopted bots and workflows that nobody trusts. What separates the leaders is not access to technology but the ability to pair it with disciplined change work, connecting automation to related capabilities such as AI and Robotics Process Automation (RPA) while keeping people, controls, and accountability firmly in view. Getting this pairing right is what turns a promising pilot into a dependable, scalable part of the operation.

Course objectives

By the end of the course, participants will be able to:

• Select the single step where a machine earns its place.
• Screen candidates on evidence rather than on complaint.
• Encode judgment only where a stable rule can be written.
• Scope the fit between one step and the technology available.
• Deploy a bot with an owner, a check, and a way to stop it.
• Test an automated step against the exceptions it will meet.
• Route the work a machine leaves behind to a named person.
• Reconcile what a bot did with what the record shows.
• Halt an automated step once the work it served has gone.

Course outline

Unit 1: Introduction to business process automation

• Naming the one invoice matching step a bot now performs.
• Reading a leave approval gateway in BPMN notation.
• Counting the credit checks that clear straight through.
• Automating a broken refund step rather than fixing it.

Unit 2: Identifying processes for automation

• Scoring volume and rule clarity on one credit check step.
• Timing the weekly exception that stops a payroll run.
• Ranking two invoice matching steps by effort and benefit.
• Deleting a duplicate approval step instead of coding it.

Unit 3: Tools and technologies for automation

• Running a UiPath bot across a password reset screen.
• Choosing RPA or an API call for one credit check.
• Handing a leave approval to a workflow engine that waits.
• Weighing intelligent automation on a scanned claim form.

Unit 4: Change management in automation projects

• Telling one clerk which identity check the bot now makes.
• Answering the approver whose morning queue has emptied.
• Facing distrust of an automated claims triage decision.
• Redrawing one role around the exceptions a bot leaves.

Unit 5: Sustaining automated change

• Assigning ownership of a single claims triage bot.
• Monitoring the exception queue behind a refund bot.
• Rebuilding a bot after a regulator rewrote one rule.
• Finding a bot still posting invoices to a retired process.

How the course is delivered

Sessions run through structured discussion, documented case studies drawn from real automation programs, and worked examples that participants analyze together. The emphasis is on reasoning, judgment, and decision-making around process selection, technology fit, and adoption, so learners leave able to lead these choices with confidence. Participants do not write code, build bots, or operate automation software during the course; the focus is on the frameworks and management practices that make automation succeed.

Who should attend

• Operations and process managers responsible for efficiency, service levels, and process redesign.
• Transformation and automation leads shaping RPA, workflow, and low-code initiatives across their organization.
• Business analysts, IT managers, and shared-services managers who scope, prioritize, and govern automation candidates.
• Change managers and project leaders accountable for adoption and the lasting impact of automated processes.

About EuroQuest International Training

EuroQuest International Training has delivered professional courses since 2015, with a catalog of more than 1,000 titles attended by over 15,000 participants and training venues in cities including Dubai, London, Barcelona, Istanbul, Vienna, Paris, and Geneva. Courses are practical in focus and grounded in current professional practice.

Frequently asked questions

Do participants operate automation software or build bots during the course?

No. The course is discussion-based and centers on selection, technology fit, and change management. Participants examine case studies and worked examples but do not write code, build bots, or operate any tools.

Do I need a technical background to benefit?

A technical background is not required. The material is designed for operations, transformation, analyst, and change roles, and it explains RPA, low-code, and orchestration concepts in terms that non-specialists can apply to real decisions.

Does this course award a certification?

The course is educational and does not provide certification or a formal qualification. Participants leave with practical frameworks and a record of attendance from EuroQuest International Training.

Related courses

• Digital Transformation and Organizational Agility
• Developing a Data-Driven Approach to Change
• Continuous Process Improvement Methodologies
• Change Management for Project Success

Register for this course

To confirm dates, locations, and registration details, contact EuroQuest International Training or visit the course page on our website.