K2's 2024 Time To Advance Automation - Strategies And Tools For Efficiency

Overview

Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!

Highlights

• Advanced Automation Strategies: Best practices for starting or enhancing your automation journey
• Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools
• Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows
• Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects

Prerequisites

Fundamental understanding of basic business technologies

Designed For

Business professionals desiring to improve efficiency and accuracy through automation

Objectives

• Outline the primary benefits of advanced automation in business processes
• Select appropriate automation tools for data extraction and transformation
• Identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
• Compare and contrast the functionalities and applications of Power Automate and Zapier
• Recognize business tasks that are prime candidates for automation

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.