Process Improvement and Automation Fundamentals Course
This course introduces foundational techniques for improving and automating business processes, focusing on client onboarding to enhance efficiency, reduce errors, and foster continuous improvement through lean methods, automation tools, and performance tracking.

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
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 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 with learning.

André FelipePrompt Engineering Student
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