Process Improvement and Automation Fundamentals Course
This course equips you with essential skills to enhance client onboarding processes through mapping, lean practices, automation, root cause analysis, and performance tracking, leading to reduced delays, errors, and improved team efficiency.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Process Improvement and Automation Fundamentals Course shows you how to map client onboarding from contract to active status, document issues, and fix root causes. Learn lean office practices, simple automation tools, and clear roles to cut delays and errors. You also build practical dashboards, KPIs, and communication routines that support smooth adoption and continuous improvement across your team.
Elevify advantages
Develop skills
- Process mapping mastery: quickly map client onboarding with clear swimlanes.
- Lean office optimization: remove waste, cut delays, and streamline approvals fast.
- No-code automation setup: build simple forms, emails, and workflows without IT.
- Root cause analysis: pinpoint onboarding issues using Pareto and fishbone tools.
- KPI tracking and reporting: design practical dashboards for onboarding performance.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students are saying
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to switch platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the presentation style and video transcription, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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