Process Improvement and Automation Fundamentals Course
This course teaches you how to map client onboarding from contract signing to active status, document problems, and address root causes. You'll learn lean office methods, basic automation tools, and defined roles to reduce delays and mistakes. Additionally, you'll create useful dashboards, key performance indicators, and communication practices that promote easy adoption and ongoing enhancements within your team.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course teaches you how to map client onboarding from contract signing to active status, document problems, and address root causes. You'll learn lean office methods, basic automation tools, and defined roles to reduce delays and mistakes. Additionally, you'll create useful dashboards, key performance indicators, and communication practices that promote easy adoption and ongoing enhancements within your team.
Elevify advantages
Develop skills
- Master process mapping: swiftly outline client onboarding using clear swimlanes.
- Optimise lean office: eliminate waste, shorten delays, and speed up approvals.
- 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 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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