Process Improvement and Automation Fundamentals Course
The Fundamentals of Process Improvement and Automation Course teaches 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 reduce delays and errors. You also build practical dashboards, KPIs, and communication routines that support smooth adoption and continuous improvement across your team.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Fundamentals of Process Improvement and Automation Course teaches 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 reduce 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 say
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