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K2’s Time To Advance Automation

Course - K2's Time To Advance Automation

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Southeast Technology Conference
May 20, 2024 | Conference

Summer Tech Essentials Multi-State Conference
June 13, 2024 | Conference

Major Topics

  • 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

Learning Objectives

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

Course Description

In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.

Compliance Information

Intended Audience

Business professionals desiring to improve efficiency and accuracy through automation

Advanced Preparation

None

Field of Study

Information Technology

Credits

2 Credits

Published Date

January 3, 2024

Course Authors

No items found

Overview

In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. We will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.

Course Details

  • 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

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

Intended Audience — Business professionals desiring to improve efficiency and accuracy through automation

Advanced Preparation — None

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number

Published Date – January 3, 2024

Revision Date

Course Authors

No items found