Now Is The Time To Automate!

Overview:

“Automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this course, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this course shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.

Labor shortages, the desire to improve internal controls, and the need to enhance organizational efficiency are all driving forces behind today’s automation efforts. 

Course Content:

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

• Where to begin your automation journey
• Which automation tools should you initially focus on
• How to automate everyday tasks in accounts payable, banking, and approval workflows
• Common automation pitfalls

Learning Objectives:

Upon completing this course, you should be able to:

• Identify at least three benefits of successful automation efforts
• List two automation tools you can use to extract and transform data
• Specify examples of Microsoft 365 plans that include access to Power Automate
• Differentiate between Power Automate and Zapier
• Identify at least three tasks that most businesses should automate

Who Will Benefit:

Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control.