Process Improvement and Automation Fundamentals Course
Gain expertise in process improvement and automation to optimise client onboarding, minimise delays, and lower errors. Discover practical tools, straightforward workflows, and performance metrics to elevate team efficiency, enhance client satisfaction, and achieve tangible business outcomes.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course teaches mapping of client onboarding processes from contract signing to activation, spotting problems, and resolving root causes. You will explore lean office methods, easy automation tools, and defined roles to reduce delays and mistakes. Additionally, create useful dashboards, key performance indicators, and regular communication practices for seamless team adoption and ongoing enhancements.
Elevify advantages
Develop skills
- Process mapping skills: swiftly map client onboarding using clear swimlanes.
- Lean office improvements: eliminate waste, reduce delays, and speed up approvals.
- No-code automation: create basic forms, emails, and workflows without IT support.
- Root cause identification: analyse onboarding problems with Pareto and fishbone methods.
- KPI monitoring: develop effective dashboards for onboarding metrics.
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 change chapters and skip content that 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 help a lot in learning.

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