Intelligent Automation Training

Developer Essentials

​Much broader than the UiPath Academy or Blue Prism University Foundations, we offer online and classroom versions of this course to get participants who are new to RPA up to speed. The course offers demonstration videos and exercises that build full automations.

Audience

• • New RPA Developers

• • New RPA Business Analysts

• • New RPA Solution Architects

Objectives

• • Understand how UiPath or Blue Prism works, including core features and functions, and leading practices for quality and resiliencyGain exposure to the RPA project life cycle

• • Build proficiency in configuring UiPath or Blue Prism, including automating their first end-to-end business process (i.e., simple order entry)

• • Gain exposure to the RPA project life cycle

Delivery

In-person classroom training at your location or virtually (5 days)

Five full days of live instruction. Throughout the session, participants will be evaluated to assess their proficiency.

Material

• • Demonstrative videos and exercises

• • WonderBotz user manuals

• • Virtual machines containing all necessary software to complete the course

Topics

• • Introduction to RPA

• • Object Studio and Business Objects

• • Application Modeller

• • Object Studio Key Stages

• • Running and Debugging

• • Centralized Process View

• • Control Room

• • Case Management and Work Queues

• • Error and Exception Management

• • Advanced Content

• • Bonus: Overview of the project lifecycle

Prerequisites

• • Knowledge of business process and/or data flow

• • Ability to design and interpret process diagrams

• • Exposure to basic IT programming constructs

• • A deep knowledge of Microsoft Excel functions is very helpful

Advanced Techniques

​​Builds upon skills from RPA 101 and covers advanced materials to be mastered by accredited developers. Qualified participants may sit for the Blue Prism® Developer Accreditation Exam at the end of this course.

Audience

• RPA Developers
• RPA Solution Architects
• RPA Business Analysts

RPA Platform

• Blue Prism

Objectives

• Reinforce participant foundational skills and learn advanced features and techniques during a project simulation that uses 3-4 applications
• Gain experience in project lifecycle and delivery road map documents for “real world” process automation exposure
• Prepare qualified participants to take the Blue Prism Accreditation exam upon completion of the course

Note: You can ask your instructor for their advice on your readiness to take the Blue Prism Accreditation exam or for additional practice suggestions upon completion of the course.

Delivery

OPTION 1: IN-PERSON CLASSROOM TRAINING AT YOUR LOCATION (5 DAYS)

Instruction and group exercises as part of multi-day simulated project over five days. Throughout the session, participants will be tested to assess their readiness to take the Blue Prism Accreditation exam.

OPTION 2: VIRTUAL INSTRUCTOR-LED CLASSROOM TRAINING (8 SESSIONS, 2 HOURS EACH, OVER 2 WEEKS)

Instruction is delivered at set times. We set schedules to enable participants to work their day jobs while taking training. Recorded playback will be available for participants who miss a session.

Topics

• Design-thinking in RPA
• Configuration standards and leading practices
• Introduction to browser-based automation
• Advanced case management
• Advanced error management and techniques
• Introduction to surface automation
• RPA project delivery lifecycle
• Bonus: Introduction to advanced features covered in later courses

Materials

Virtual machines are provided containing all necessary software to complete the course including Blue Prism.

Prerequisites

RPA 101 Blue Prism Essentials or equivalent, including completion of consolidation exercise

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Business Strategy and Roadmap Development

​Equips RPA demand pipeline leads with the capability to (i) establish evaluation criteria for automation candidates, (ii) prioritize and realign the delivery roadmap, and (iii) define and document “as-is” process and functional requirements for developers and solution designers.

Audience

• RPA Business Analysts
• RPA Business Solution Architects
• RPA Demand Management Leads
• RPA Demand Generation Leads
• RPA Solution Architects
• RPA Developers

Objectives

• Assess organizational RPA readiness and build alignment
• Establish evaluation criteria for RPA candidates
• Prioritize RPA candidates and set delivery roadmap
• Master key documents, including process documentation for hand-off to developers
• Design User Acceptance Testing (UAT) Plan

Delivery

CORPORATE TRAINING: 3 SESSIONS, 3 HOURS EACH, 8-10 SEATS MAX

• Option 1: In-person classroom training at your location (1-2 days)
• Option 2: Virtual instructor-led classroom training (3 days)

Topics

SESSION I: ACHIEVING LONG-TERM RPA VALUE

• Define RPA and building blocks of a digital worker
• Review RPA value framework and delivery lifecycle
• Explore the ‘Robot-way’ to optimize RPA candidates

SESSION II: QUALIFYING AND PRIORITIZING OPPORTUNITIES 

• Process discovery governance and pipeline management
• Explore evaluation criteria and initial process assessment
• Establish technical feasibility and automation complexity

SESSION III: PROCESS DOCUMENTATION AND TEST PLANNING 

• Business Solution Document (BSD) and Process Definition Document (PDD)
• Functional requirement considerations for solution design
• Test planning and management for RPA delivery

Prerequisites

• ​​​​RPA 101 Blue Prism Essentials or equivalent
• UiPath RPA Developer Foundation or equivalent
• Understanding processes within an organization

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Solution Designer

​Equips RPA design and development leads with the capability to conceive solutions adhering to best-of-breed principles between human-way and robot-way for higher quality and greater resiliency.

Audience

• RPA Developers
• RPA Solution Architects
• RPA Design Authority Leads

RPA Platform

• Blue Prism or UiPath

Objectives

• Explore design authority framework targeting automation quality, resiliency, and scale
• Review process documentation and design tools that assist design-thinking
• Discuss enterprise design principles, advanced work queues, and web service integrations
• Facilitate interactive solution design and code review sessions
• Explore advanced topics based on current configuration and design needs

Delivery

Corporate training: 3 sessions, 3 hours each, 8-10 seats max

• Option 1: In-person classroom training at your location (1-2 days)
• Option 2: Virtual instructor-led classroom training (3 days)

Topics

SESSION I: INTRODUCTION TO SOLUTION DESIGN 

• Solution Designer role in the RPA delivery lifecycle
• Design procedures and prerequisites
  • Process walkthroughs
  • As-is process and functional requirements
  • To-be solution design
• Solution Design Principles
  • Key components of an automation
  • Solution types, solution layers, and design basics
  • Case management, workload management, and data management
  • Efficiency and notification
• Advanced Work Queues
  • Tags, Item Status, Item Priority
  • Encrypting Work Queues
  • Active Queues Demo
  • Best Practices for Work Queues

SESSION II: AUTOMATION AUTHORITY IN ACTION 

• Use cases for solution design
• Automation Authority purpose, framework, and tools
• Roleplay: Group exercises (i) framing initial solution design components and considerations for a new use case and (ii) code reviews for automations already in DEV (2-3 use cases each)

SESSION III: WEB SERVICES AND ADDITIONAL ADVANCED TOPICS

• Web Services Demo
  • Exposing web services
  • Consuming third-party web services
  • Advanced Topics
• Best practices for advanced spying techniques, integrations, or code (optional, 2-3 max)
• Q&A discussion

Prerequisites

• ​​Experienced or accredited RPA developers highly recommended
• Access to RPA platform testing environments for demos

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Process Controller

Equips RPA Process Controllers to (i) design a service model for sustainable RPA operational support, (ii) perform day-to-day system administrator tasks, and (iii) discuss considerations related to advance topics targeting organizations with new, established, or mature intelligent automation programs.

Audience

• RPA Process Controllers
• RPA Support Analysts
• RPA Developers

RPA Platform

• Blue Prism or UiPath

Objectives

• Review service model framework for RPA operational support
• Define RPA Process Controller role and responsibilities
• Discuss advanced topics related to RPA Platform

Delivery

CORPORATE TRAINING: 3 SESSIONS, 3 HOURS EACH, 8-10 SEATS MAX

• Option 1: In-person classroom training at your location (1-2 days)
• Option 2: Virtual instructor-led classroom training (3 days)

Topics

SESSION I: RPA PROCESS CONTROLLER AND RPA OPERATIONAL SUPPORT

• RPA Process Controller role and responsibilities
• Service model framework for RPA operational support
• Best practices and documentation for service model implementation

SESSION II: RPA OPERATIONAL SUPPORT ACTIVITIES, CONSIDERATIONS, AND BEST PRACTICES

• Administration
  • High-level infrastructure highlights
  • System manager
  • Control room
  • Environment and session variables

• Workload management
  • Scheduler
  • Resource pools and groups
  • Dynamic process execution

• Investigation and monitoring
  • Session logs
  • Remote access tool
  • Tiles and dashboards

• Release management
  • Creating a release package
  • Import/export release files
  • Deployment documentation
  • Testing approach

SESSION III: ADVANCED TOPICS (Q&A FORMAT, SELECT 1 OPTION FROM LIST BELOW) 

• Option 1: Considerations when mobilizing new RPA operational support services
• Option 2: High-level infrastructure assessment of current RPA platform installation
• Option 3: Select topics in RPA platform infrastructure, functionality, and optimization

Prerequisites

• RPA 101 Essentials or equivalent
• Access to RPA Platform DEV or testing environments for demos

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Blue Prism Infrastructure Upgrade

Project-based learning series that guides IT and RPA teams through an enterprise-level Blue Prism infrastructure upgrade with sessions dedicated to hands-on design, testing, and technical assistance.

Designed to enable in-house capabilities, IT teams actively learn, shadow, and practice the skills needed to design, configure, and troubleshoot future infrastructure upgrades.

Audience

• RPA Technical Architect
• RPA Installation Engineer
• RPA Project Manager
• IT Project Manager

RPA Platform

• Blue Prism

Objectives

• Understand how to design, optimize, and install an enterprise-level RPA Platform upgrade
• Evaluate how upgrade will impact live automations and align regression testing
• Implement infrastructure upgrade and align deployment schedules for live automations

Delivery

Corporate training: Virtual instructor-led, 4 sessions, 2-3 hours each, 5-6 seats max, 6-8 week duration

Materials

• WonderBotz Infrastructure Design document
• Blue Prism upgrade documentation
• Implementation plan and milestone checklists

Topics

SESSION I: PROJECT KICKOFF

Initial meeting to (1) establish expectations from trainee organizations, (2) frame the implementation plan, and (3) highlight available technical assistance. Agenda topics include:

• Introduce Blue Prism enterprise architecture
• Review installation requirements and available knowledge resources
• Align implementation plan and identify all IT stakeholders
• Highlight mobilization best practices, recommendations, and common pitfalls

SESSION II: INFRASTRUCTURE DESIGN

Design checkpoint for technical guidance around initial infrastructure design, specifications, and configuration. Draft Infrastructure Design Document to be submitted 48-hours in advance to allow time for offline review. Agenda topics include:

• Upgrade version feature summary and release note highlights
• Infrastructure Design Document gap analysis, risks, and recommendations
• Common challenges (i.e. group policies, golden image, remote desktop options)

SESSION III: DEVELOPMENT (“DEV”) ENVIRONMENT TEST

Test checkpoint for DEV environment configured by trainee organization. Designated RPA and IT leads will shadow WonderBotz during the hands-on walk-through, checklist, and testing activities. Agenda topics include:

• Test Login Agent and Blue Prism installations
• Discuss regression testing and environmental readiness
• Document, triage, or provide recommendations for any identified issues
• Common challenges (i.e. SSO, environment readiness, 3rd party integrations)

SESSION IV:  TECHNICAL ASSISTANCE

Test checkpoint to triage or provide recommendations for any issues identified by the IT teams while testing the UAT and PROD environments. Hands-on technical assistance provided for special topics (ex. Login Agent and SSO issues).

Prerequisites

• ​​​Existing Blue Prism installation and licenses
• Designated project delivery roles

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