Automation for Increasing Personal Efficiency and Effectiveness

Note: This Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca

Overview: 

Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project. 

This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. You will learn methods that can help them save anywhere from a couple of hours to weeks of time.

Course Content:

In this course, you will gain knowledge about the following topics:

• Exploring Integration Platform as a Service (iPaaS) tools and services 
• Automation within tools you’re already using today  
• Intelligent virtual assistants (IVAs) for automation around the house 
• What are integration and automation?

Learning Objectives:

Upon completing this course, you should be able to:

• Define automation and demonstrate different use cases  
  
• Identify processes in your personal and professional life where automation can be utilized to save you time 
  
• Distinguish between the different automation tools. Their various strengths and weaknesses, identify which products and services that are the best for your personal workflow 
  
• Establish and account with an integration-as-a-platform-service (iPaaS) provider and create automation workflows for daily tasks such as email, calendaring, and document management 
  
• Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launching automation process with the touch of a button
  

Who Will Benefit: 

This course is ideal for accounting and financial professionals desiring to improve efficiency & accuracy.