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Quest Training

Process Automation Opportunity Assessment Training Course

Provides a structured way to identify, evaluate and prioritize processes for automation so technology spending delivers measurable business value.

BPI · Business Process Improvement & ReengineeringAll Levels#2874ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Quality Management & Operational ExcellenceCategories:Business Process Improvement & Reengineering

Course Overview

The Process Automation Opportunity Assessment Training Course provides a structured approach to identifying, evaluating, and prioritizing business processes that can benefit from automation. It focuses on understanding how automation can reduce manual effort, improve processing speed, increase accuracy, and strengthen operational consistency while ensuring that technology investments deliver measurable business value. The course explores process discovery, workflow analysis, automation readiness assessment, and opportunity prioritization. Participants learn to identify repetitive tasks, rule-based activities, high-volume transactions, process bottlenecks, and sources of error that may indicate automation potential. The programme also examines automation technologies, including Robotic Process Automation (RPA), workflow automation, and intelligent automation, while addressing process complexity, data quality, system integration, compliance, and operational risks. Through practical exercises and business scenarios, participants develop automation opportunity assessments, evaluate technical and organizational feasibility, estimate costs and benefits, and build prioritized automation roadmaps. The course enables organizations to make informed automation decisions, avoid automating inefficient processes without proper redesign, and direct investment toward initiatives that deliver sustainable improvements in productivity, service quality, and operational performance.

Learning Objectives

  • Explain the principles and business value of process automation.
  • Identify processes and tasks with strong automation potential.
  • Analyze workflows to assess repetition, transaction volumes, complexity, and error rates.
  • Evaluate process automation readiness and organizational suitability.
  • Distinguish between workflow automation, Robotic Process Automation (RPA), and intelligent automation.
  • Assess technical feasibility, data quality, system integration, and compliance requirements.
  • Estimate implementation costs, expected benefits, and potential return on investment.
  • Prioritize automation opportunities using structured assessment criteria.
  • Identify risks, dependencies, and constraints affecting automation initiatives.
  • Develop an automation opportunity assessment framework and implementation roadmap.

Who Should Attend

Business process management and process improvement professionals. Business analysts and process analysts. Digital transformation and automation specialists. Operations managers and department heads. IT managers, systems analysts, and solution architects. Robotic Process Automation (RPA) programme and project teams. Finance, HR, procurement, and shared services professionals. Operational excellence and continuous improvement specialists. Project managers and business transformation teams. Professionals responsible for evaluating technology investments and process efficiency.

Learning Outcomes

  • Identify automation opportunities across administrative and operational processes.
  • Map workflows and document automation-relevant process characteristics.
  • Assess process suitability based on volume, repetition, stability, and rule-based decision-making.
  • Evaluate automation readiness, including process standardization and data quality.
  • Select appropriate automation approaches for different business scenarios.
  • Analyze technical dependencies, system integration requirements, and operational constraints.
  • Estimate automation costs, potential savings, productivity gains, and service improvements.
  • Apply structured scoring methods to compare and prioritize opportunities.
  • Identify implementation risks and controls required for reliable automation.
  • Prepare an evidence-based automation opportunity assessment and prioritized roadmap.

Course Outline

Day 1

Fundamentals of Process Automation and Opportunity Identification

  • Introduction to process automation and its role in operational improvement.
  • Understanding automation technologies and their business applications.
  • Overview of workflow automation, Robotic Process Automation (RPA), and intelligent automation.
  • Identifying repetitive, rule-based, and high-volume activities.
  • Recognizing manual effort, processing delays, errors, and operational bottlenecks.
  • Understanding the relationship between process improvement and automation.
  • Establishing initial criteria for identifying automation opportunities.
  • Practical Exercise: Review a selected business process and identify tasks with potential for automation based on repetition, volume, manual effort, and error frequency.
Day 2

Process Analysis and Automation Readiness Assessment

  • Mapping current-state workflows and documenting process steps.
  • Analyzing transaction volumes, processing times, exceptions, and error rates.
  • Evaluating process stability, standardization, and rule-based decision-making.
  • Assessing data quality, input consistency, and information availability.
  • Identifying process dependencies, handoffs, and system interactions.
  • Evaluating process complexity and exception-handling requirements.
  • Determining whether process redesign is needed before automation.
  • Practical Exercise: Assess a business process using an automation readiness checklist and identify the operational, data, and process conditions that could support or restrict automation.
Day 3

Automation Feasibility, Technology Selection, and Risk Assessment

  • Evaluating technical feasibility and compatibility with existing systems.
  • Selecting between workflow automation, RPA, and intelligent automation approaches.
  • Assessing integration requirements, system access, and data exchange.
  • Identifying security, privacy, compliance, and access control considerations.
  • Evaluating exception handling, business continuity, and process reliability.
  • Identifying implementation dependencies and organizational constraints.
  • Assessing maintainability, scalability, and long-term support requirements.
  • Practical Exercise: Evaluate two automation approaches for a selected process and compare their feasibility, integration requirements, risks, and operational suitability.
Day 4

Business Case Development and Opportunity Prioritization

  • Identifying financial and operational benefits of automation.
  • Estimating implementation, licensing, maintenance, and support costs.
  • Calculating potential savings, capacity gains, and productivity improvements.
  • Assessing return on investment (ROI) and payback period.
  • Applying weighted scoring models to compare automation opportunities.
  • Prioritizing initiatives according to value, feasibility, risk, and implementation effort.
  • Developing business cases and documenting assessment assumptions.
  • Practical Exercise: Prepare a business case for an automation opportunity, including estimated costs, expected benefits, key risks, ROI assumptions, and a prioritized recommendation.
Day 5

Automation Roadmap Development and Implementation Planning

  • Consolidating assessed opportunities into an automation portfolio.
  • Sequencing initiatives according to business priorities and dependencies.
  • Developing short-term and long-term automation roadmaps.
  • Defining responsibilities, governance arrangements, and decision-making criteria.
  • Establishing success measures and performance indicators.
  • Planning pilot projects, testing, and stakeholder engagement.
  • Defining monitoring, maintenance, and continuous improvement arrangements.
  • Practical Exercise: Develop a prioritized automation roadmap for a selected department, including proposed initiatives, implementation phases, responsible owners, performance measures, and review milestones.

Upcoming Dates

Selected date

Dubai · 15 – 19 Aug 2027 · Classroom

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SalalahScheduled
2 – 6 Nov 2026€5,300—
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Sharm El-SheikhScheduled
9 – 13 Nov 2026€4,300—
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SingaporeScheduled
16 – 20 Nov 2026€6,700—
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TrabzonScheduled
23 – 27 Nov 2026€4,700€4,230until 2 Nov
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AbujaScheduled
30 Nov – 4 Dec 2026€5,100€4,590until 9 Nov
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AccraScheduled
7 – 11 Dec 2026€5,100€4,590until 16 Nov
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AmsterdamScheduled
14 – 18 Dec 2026€5,400€4,860until 23 Nov
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BakuScheduled
14 – 18 Dec 2026€4,800€4,320until 23 Nov
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BangkokScheduled
21 – 25 Dec 2026€6,100€5,490until 30 Nov
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BarcelonaScheduled
28 Dec 2026 – 1 Jan 2027€5,400€4,860until 7 Dec
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BeirutScheduled
3 – 7 Jan 2027€4,000€3,600until 14 Dec
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BerlinScheduled
11 – 15 Jan 2027€5,800€5,220until 21 Dec
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CairoScheduled
17 – 21 Jan 2027€3,300€2,970until 28 Dec
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Cape TownScheduled
25 – 29 Jan 2027€5,100€4,590until 4 Jan
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CasablancaScheduled
25 – 29 Jan 2027€4,300€3,870until 4 Jan
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DammamScheduled
31 Jan – 4 Feb 2027€4,200€3,780until 11 Jan
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DohaScheduled
7 – 11 Feb 2027€4,400€3,960until 18 Jan
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DubaiScheduled
14 – 18 Feb 2027€4,400€3,960until 25 Jan
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HamburgScheduled
1 – 5 Mar 2027€5,800€5,220until 8 Feb
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IstanbulScheduled
8 – 12 Mar 2027€4,700€4,230until 15 Feb
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JeddahScheduled
14 – 18 Mar 2027€4,200€3,780until 22 Feb
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KigaliScheduled
15 – 19 Mar 2027€5,100€4,590until 22 Feb
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Kuala LumpurScheduled
22 – 26 Mar 2027€4,400€3,960until 1 Mar
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LondonScheduled
29 Mar – 2 Apr 2027€5,600€5,040until 8 Mar
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ManamaScheduled
5 – 9 Apr 2027€4,700€4,230until 15 Mar
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MarrakeshScheduled
12 – 16 Apr 2027€4,300€3,870until 22 Mar
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MuscatScheduled
19 – 23 Apr 2027€5,300€4,770until 29 Mar
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OnlineScheduled
25 – 29 Apr 2027€1,700€1,530until 5 Apr
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RiyadhScheduled
3 – 7 May 2027€4,200€3,780until 12 Apr
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SalalahScheduled
3 – 7 May 2027€5,300€4,770until 12 Apr
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DubaiScheduled
15 – 19 Aug 2027€4,400€3,960until 26 Jul
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Available in: Istanbul · Dubai · London · Riyadh · Doha · Amsterdam

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