AI-Driven Process Excellence 2 Days Training – Sacramento, CA

Learn how to design, automate, and optimize business processes using intelligent automation tools, AI and workflow technologies with Skelora
About this Event

Intelligent Process Automation Studio 

Duration: 

2 Days (20 Executive Education Credits) 

• 16 from the live training session (8 Credits per day) 

• 2 from Pre-Training Workbook (automation readiness assessment & process discovery activities) 

• 2 from Post-Training Resource Pack (implementation project & automation roadmap) Mode: 

Instructor-Led Virtual Live Session / In-Person / Corporate In-House 

Course Overview 

Intelligent Process Automation Studio is an advanced hands-on workshop designed to help professionals identify, design, build, and optimize intelligent automation solutions that combine Artificial Intelligence (AI), Robotic Process Automation (RPA), workflow orchestration, intelligent document processing, and business process optimization. 

Organizations today face increasing pressure to improve efficiency, reduce operational costs, eliminate repetitive work, enhance accuracy, and accelerate decision-making. This program provides participants with the practical knowledge and implementation frameworks required to transform manual business operations into intelligent, scalable, and automated workflows. 

Participants will explore the complete automation lifecycle—from process discovery and automation opportunity assessment to workflow design, AI integration, process orchestration, automation governance, monitoring, and continuous improvement. The program emphasizes practical business use cases across HR, Finance, Operations, Customer Service, Procurement, Compliance, IT, and Shared Services functions. 

Unlike traditional automation programs that focus only on tools, this workshop develops strategic thinking around automation architecture, automation ROI, intelligent process design, AI-enhanced workflows, governance, risk management, and automation scalability. 

Through real-world case studies, workflow design exercises, automation simulations, process mapping workshops, AI integration demonstrations, and implementation planning

activities, participants will gain the confidence to lead or contribute to automation initiatives within their organizations. 

By the end of the program, participants will create an Intelligent Automation Blueprint and a 90-Day Automation Roadmap that can be applied immediately within their business environment. 

Why Join This Course? 

• Learn how intelligent automation transforms business operations 

• Identify high-value automation opportunities across departments 

• Design end-to-end automated workflows using industry frameworks 

• Understand AI-enhanced automation and intelligent decision-making • Reduce manual effort, errors, and operational bottlenecks 

• Build automation business cases and ROI calculations 

• Learn automation governance and risk management practices 

• Develop scalable automation strategies for enterprise environments • Create a practical automation implementation roadmap 

• Recognition – Certificate of Completion + 20 Executive Education Credits Learning Objectives 

Participants will be able to: 

• Understand Intelligent Process Automation (IPA) fundamentals 

• Identify automation opportunities using process assessment frameworks • Design intelligent workflows integrating AI and automation 

• Apply process mapping and automation discovery techniques 

• Evaluate automation feasibility, benefits, and ROI 

• Understand Intelligent Document Processing (IDP) concepts 

• Design automation governance and compliance frameworks 

• Develop enterprise automation roadmaps and implementation plans

• Measure automation success through KPIs and business metrics 

• Build a structured Intelligent Process Automation Blueprint 

Target Audience 

• Operations Managers 

• Business Process Analysts 

• Automation Specialists 

• Digital Transformation Leaders 

• IT Managers 

• Continuous Improvement Professionals 

• Process Excellence Teams

• Project Managers 

• Shared Services Leaders 

• Business Transformation Professionals 

Certification & Credits 

Participants will receive the Certificate of Completion from Skelora Edu Tech along with 20 Executive Education Credits (EEC). 

Trainer Profile 

Delivered by senior Automation, AI, Digital Transformation, and Process Excellence experts with extensive experience implementing enterprise automation programs across industries. Trainers bring practical experience in workflow automation, AI integration, operational excellence, process redesign, and large-scale transformation initiatives. 

The program combines strategic frameworks, implementation methodologies, industry best practices, practical workshops, and real-world case studies to ensure participants leave with actionable automation capabilities. 

Note 

Pre-training and post-training activities each carry 2 Executive Education Credits and are designed to strengthen implementation readiness, learning retention, and workplace application. 

Participants will complete an Intelligent Automation Blueprint and a 90-Day Automation Roadmap as part of the program deliverables.

Agenda
Pre-Training Workbook (2 Credits)

Info: Participants will complete a structured automation readiness assessment before attending the workshop.
Activities include:
• Current Process Assessment
• Automation Opportunity Identification
• Manual Task Inventory
• Business Process Mapping Exercise
• Automation Maturity Self-Evaluation
• AI Readiness Reflection
• Operational Bottleneck Analysis
• Personal Learning Goals Development
This preparation ensures participants arrive with practical business processes ready for workshop discussions and implementation planning.

Training Day Structure – 16 Modules (16 Hours, 16 Credits)
Day 1 – Foundations & Design of Intelligent Automation
Module 1: Introduction to Intelligent Process Automation

Info: • Evolution from manual processes to intelligent automation
• Understanding AI, RPA, Workflow Automation, and IPA
• Enterprise automation trends and business impact
• Automation success stories and industry case studies

Module 2: Process Discovery & Opportunity Assessment

Info: • Identifying automation candidates
• Automation opportunity scoring models
• Evaluating business process complexity
• Prioritization frameworks for automation projects

Module 3: Process Mapping & Workflow Analysis

Info: • Business process documentation techniques
• SIPOC and process mapping methods
• Current-state vs future-state process analysis
• Identifying automation bottlenecks

Module 4: Automation Design Thinking

Info: • Human-centered automation design
• Designing efficient workflows
• Automation journey mapping
• Process optimization before automation

Module 5: Intelligent Workflow Architecture

Info: • Workflow orchestration principles
• Workflow components and dependencies
• Integration planning strategies
• Automation architecture foundations

Module 6: AI Integration within Automation

Info: • AI-powered automation opportunities
• Natural Language Processing (NLP)
• Predictive decision support systems
• AI-assisted workflow enhancement

Module 7: Intelligent Document Processing (IDP)

Info: • OCR and document automation concepts
• Automated document classification
• Data extraction and validation techniques
• Practical IDP use cases

Module 8: Day 1 Automation Studio Workshop

Info: • Process assessment exercise
• Workflow redesign workshop
• Automation opportunity prioritization
• Automation blueprint development

Day 2 – Implementation, Governance & Scaling
Module 9: Automation Platforms & Technology Landscape

Info: • Understanding automation ecosystems
• Comparing automation technologies
• Selecting appropriate automation solutions
• Build vs buy decisions

Module 10: Automation Governance Frameworks

Info: • Governance structures
• Compliance and regulatory considerations
• Risk management strategies
• Automation oversight practices

Module 11: Automation Security & Risk Controls

Info: • Security considerations for automation
• Data privacy and protection
• Access controls and auditability
• Risk mitigation approaches

Module 12: Automation ROI & Business Case Development

Info: • Cost-benefit analysis
• ROI calculation frameworks
• Building executive sponsorship
• Securing stakeholder buy-in

Module 13: Change Management for Automation Initiatives

Info: • Managing organizational change
• Workforce adoption strategies
• Communication planning
• Building automation culture

Module 14: Monitoring, Analytics & Continuous Improvement

Info: • Automation performance measurement
• KPI development
• Process monitoring dashboards
• Continuous optimization frameworks

Module 15: Enterprise Automation Roadmap Development

Info: • Building automation portfolios
• Scaling automation programs
• Prioritization and implementation sequencing
• Long-term automation strategy

Module 16: Intelligent Automation Capstone Studio

Info: • End-to-end automation planning exercise
• Automation blueprint presentation
• Peer review and feedback
• 90-Day Automation Action Plan creation

Post-Training Resource Pack (2 Credits)

Info: Participants will receive a comprehensive implementation toolkit designed to support automation initiatives after the workshop.
The resource pack includes:
• 90-Day Automation Implementation Challenge
• Automation Opportunity Assessment Templates
• Process Discovery Worksheets
• Automation ROI Calculator Framework
• Automation Governance Checklist
• Intelligent Workflow Design Templates
• KPI & Automation Measurement Frameworks
• Automation Business Case Templates
• Enterprise Automation Roadmap Planner
• Automation Project Review Workbook