Move your Automation initiatives forward with Intelligence

Automation to Intelligence
Roadmap Development

advancing Automation initiatives with best practices &Intelligence
Develop practical roadmaps for
Automation Projects of Any Size

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Advancing your Automation to Intelligence Journey

Knowing when and how to add increasing levels of intelligence to automation will keep you agile, solve efficiency and reliability challenges, and give you a competitive edge. The Automation to Intelligence Roadmap Development level-sets your team around automation, identifies opportunities for automation including a quick-start checklist, paces increasing levels of intelligence to add value to automation systems, and gives you a roadmap for your specific journey from automation to intelligence. Develop the roadmap for your automation to intelligence journey that will make you Intelligent Automation Successful.

Some of the organizations that have been through Cognilytica training & certification:

Best Practices Based & Highly Tailored To your specific journey

Customized

Roadmaps developed are unique to each of your team’s automation journeys

Comprehensive

Foundational knowledge and know-how needed to develop ROI-centric automation to intelligence roadmaps

Immediately applicable

Not focused on developing shelfware. Roadmaps are immediately applicable to your current and future automation to intelligence projects.

Vendor-Neutral

Best practices based on end-user needs that support diverse automation and intelligence solutions

Best Practices Based

Proven over and over in real-world adoption. Learn from other's successes and failures.

Team-Focused

Focused on bringing together teams to jointly develop practical automation to intelligence journeys.

The Core Elements of Automation to Intelligence Roadmap Development

Best Practices Based & Highly Tailored

Cognilytica's Automation to Intelligence Roadmap Development Workshop provides a comprehensive deep dive into the components and considerations of developing automation solutions that iterate with intelligent offerings. Based on proven best practices, this workshop helps your team craft a customized automation to intelligence journey roadmap specific to your particular project and team needs. You will learn how to develop automation to intelligence roadmaps that are immediately applicable and drive to real, measurable ROI.

What will my team accomplish?

  • What, When, Why, and How to Automate?
  • Automation is a journey with each project requiring different end points
  • Automation concepts
  • Concepts in Robotic Process Automation
  • Attended and unattended automations
  • Disambiguating hype around “hyperautomation”
  • The Seven Patterns of AI
  • The 4 levels of intelligent automation
  • How intelligent systems augment automation
  • A Step-wise Approach to Automation
  • Foundations of Business Process
  • Planning, Documenting, and Measuring Processes
  • Top Down vs. Bottom-up Process Definition
  • Keeping the human in the loop
  • From process management to process optimization
  • Process Design
  • Identifying What and Why to Automate
  • Automating human-based tasks
  • Security and Data access challenges with automation
  • Data Governance challenges with automation
  • Measuring the Costs of Automation vs. the ROI
  • Finding Automation Opportunities
  • Measuring the Costs of Automation vs. the ROI
  • Dealing with exceptions
  • Methods for Identification of potential automation opportunities
  • Identification of immediate first-steps on the Roadmap
  • Automations that assist concurrently with human tasks (“assisted” / “attended”)
  • Automations that are performed independent of human operation (“automatic” / “unattended”)
  • Using the Automation Opportunities Checklist
  • Managing automation Iteration costs
  • Addressing security, data, and vendor lock-in challenges
  • The role of “Citizen Developers”
  • Iteration of automation projects
  • Moving from “dumb” to “intelligent” automation
  • Handling unstructured data / real-world inputs
  • Concepts in NLP and computer vision
  • Handling data and process variability
  • Advanced forms of intelligent automation
  • Intelligent Process Discovery
  • Autonomous business process concepts 
  • Vendor landscape and multi-vendor decision making
  • Applying and iterating the Automation to Intelligence Roadmap across all Levels

Module 1: Foundations of Automation & Intelligent Systems

  • Why do we Automate?
  • The Automation Journey
  • Automation concepts
  • Benefits of automation
  • Buiness process concepts
  • Robotic Process Automation concepts
  • Automation is Not Intelligence
  • The Seven Patterns of AI
  • The 4 levels of intelligent automation
  • A Step-wise Approach to Automation
  • Inquire about this workshop

    Module 2: Automating Business Processes

  • Concepts in business process
  • Levels of Process Granularity
  • Planning, Documenting, and Measuring Process
  • Top Down vs. Bottom-up Process Definition
  • Keeping the human in the loop
  • From process management to process optimization
  • Process Design
  • API-based integration
  • User Interface based integration
  • Inquire about this workshop

    Module 3: The Automation to Intelligence Roadmap

  • Identifying & prioritizing automation projects
  • ROIs of automation
  • The right questions for automation success
  • Automating a Process vs a Task
  • Automating human-based tasks
  • Security, Data, and Governance challenges
  • Measuring the Costs of Automation
  • Identification of critical Roadmap milestones and checkpoints.
  • Inquire about this workshop

    Module 4: Identification of Automation Opportunities

  • Finding Automation Opportunities in Business Processes
  • Starting with pain points
  • Dealing with exceptions
  • “Low hanging fruit” automation benefits
  • Applying automation band-aids
  • Implementing longer-term automation systemic changes
  • Identification of immediate first-steps on the Roadmap
  • The Automation Opportunities checklist
  • Inquire about this workshop

    Module 5: Starting with Level 0 Automation

  • Avoiding the stigma of “dumb” automation
  • Automation with or without human intervention
  • Identifying opportunities for Level 0 Automation
  • Advanced Task & time analysis
  • Planning and iteration of Level 0 automations
  • Determining cost of Level 0 automation
  • Challenges in Level 0 Automation
  • Implementing Level 0 automation
  • Current vendor landscape and overview of Level 0 automation solutions
  • Iterating the Automation to Intelligence Roadmap
  • Inquire about this workshop

    Module 6: Advancing to Level 1 Intelligent Automation

  • Moving from “dumb” to “intelligent” automation
  • Handling unstructured data
  • Key concepts in unstructured data Natural Language Processing (NLP), and Computer vision
  • Identifying opportunities for Level 1 automation
  • Level 1 automation requires machine learning
  • Using off-the-shelf models
  • Planning and iteration of Level 1 automations
  • Challenges in Level 1 Automation
  • Current vendor landscape
  • Iterating the Automation to Intelligence Roadmap
  • Inquire about this workshop

    Module 7: Level 2 Intelligent Automation

  • From handling Variability to handling Unpredictability
  • Intelligent Process Awareness
  • Intelligent Process Discovery
  • Automatic Process Documentation
  • Identifying process bottlenecks
  • Automating process exception handling
  • Identifying opportunities for Level 2 automation
  • Planning and iteration of Level 2 automations
  • Challenges in Level 2 Automation
  • Current Level 2 automation solutions
  • Inquire about this workshop

    Module 8: Level 3 Intelligent Automation

  • The dream of autonomous business process
  • Autonomous Process Discovery
  • Autonomous Process Definition
  • Autonomous Process Optimization
  • Identifying opportunities for Level 3 automation
  • Implementing Level 3 automation
  • Planning and iteration of Level 3 automations
  • Challenges in Level 3 Automation
  • Applying and iterating the Automation to Intelligence Roadmap across all Levels
  • Inquire about this workshop

    Who is this Workshop for?

    This workshop is for a wide range of roles and responsibilities including:

    • Executives & Decision-Makers
    • Compliance managers
    • AI Governance teams
    • AI Centers of Excellence
    • General Counsel & corporate law
    • Data science teams
    • Project Managers
    • Product Managers
    • Capability Managers
    • Acquisitions Managers
    • Procurement & Contracting Officers
    • Developers
    • AI & ML engineers
    • AI Assurance Engineer
    • Operations Research Analysts
    • Deployment Engineer
    • Knowledge Operations Managers
    • Information Technicians

    Virtual, Self-Paced Training and Certification as well as Live Instructor Options

    Cognilytica training is offered primarily as a virtual, self-paced solution that is constantly updated to meet growing and dynamic needs of the market. Cognilytica also offers live instructor models in both virtual and in-person modes depending on needs, schedule, budget, and availability. Inquire for details and required minimum enrollment for live instructor options.

    Real People and Real Organizations getting Real Value

    What is included in this training & certification?

    • Customizable instructor-led training
    • Facilitated workshop interaction
    • Automation Concepts cheat sheet
    • Automation ROI Cheat Sheet
    • Answering the Right Questions for Automation Guide
    • Creating a Business Process Checklist
    • Opportunities for Potential Automation Checklist
    • Levels of Intelligent Automation cheatsheet

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