Process Improvement and Automation Fundamentals Course
The Process Improvement and Automation Basics Course teaches you how to map client onboarding from contract signing to active status, document problems, and tackle 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, KPIs, and communication habits that promote easy adoption and ongoing improvement in your team.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Process Improvement and Automation Basics Course teaches you how to map client onboarding from contract signing to active status, document problems, and tackle 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, KPIs, and communication habits that promote easy adoption and ongoing improvement in your team.
Elevify advantages
Develop skills
- Process mapping expertise: swiftly map client onboarding using clear swimlanes.
- Lean office enhancement: eliminate waste, shorten delays, and speed up approvals quickly.
- No-code automation configuration: create simple forms, emails, and workflows without IT support.
- Root cause examination: identify onboarding problems with Pareto and fishbone techniques.
- KPI monitoring and reporting: develop practical dashboards for onboarding performance.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course