Process Improvement and Automation Fundamentals Course
This course provides foundational skills in process improvement and automation, focusing on client onboarding to enhance efficiency and reduce errors through lean methods and no-code tools.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course teaches how to map client onboarding from contract signing to active status, identify problems, and resolve root causes. You will learn lean office methods, basic automation tools, and defined roles to reduce delays and mistakes. Additionally, you will create useful dashboards, key performance indicators, and communication practices to ensure smooth implementation and ongoing enhancements in your team.
Elevify advantages
Develop skills
- Master process mapping: swiftly outline client onboarding using clear swimlanes.
- Optimise lean office: eliminate waste, shorten delays, and simplify approvals quickly.
- Set up no-code automation: create basic forms, emails, and workflows without IT support.
- Conduct root cause analysis: identify onboarding problems with Pareto and fishbone techniques.
- Track and report KPIs: develop effective 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 say
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change 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 switch chapters and skip content I don't need.

Mariana FerresPhotography Student
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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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