Communicate the purpose of intelligent finance process robots to those who have to comply with it.
Building Intelligent Process Robots for Financial and Accounting Operations
Develop the judgement and the documentation needed to run intelligent finance process robots properly.
📍 Abu Dhabi🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
The constraint on intelligent finance process robots is rarely the model or the platform — it is the data and the operating discipline behind it. Technology choices around process robots are easy to reverse on paper and expensive to reverse in practice. The difficulty is not agreeing that the digital and data-driven work capability matters — it is deciding what to stop doing to make room for it. The content is relevant to those who own intelligent finance process robots and to those who are held accountable for its results. The course covers this part of digital and data-driven work at the level of detail needed to act, and stops there. Organisations that document process robots properly resolve disputes about it far more quickly. Work is grounded in real cases drawn from intelligent finance process robots, which each participant adapts to conditions in their own organisation. Participants develop a defensible line of reasoning for the choices they make about process robots. It ends with a prioritised list of changes to this area of digital and data-driven work that the participant is prepared to defend internally.
Expected Learning Outcomes
Evaluate the bias, fairness and explainability obligations attaching to process robots.
Integrate intelligent finance process robots into existing management routines rather than running it separately.
Present the case for investment in process robots in terms that a finance function will accept.
Establish version control and rollback for every component of intelligent finance process robots that reaches production.
Document the decision record for process robots so successors understand why it is built this way.
Set retention, lineage and deletion rules for the data flowing through intelligent finance process robots.
Who Should Attend
Business partners who must understand intelligent finance process robots well enough to challenge it.
Data and analytics leads responsible for the pipelines behind process robots.
Programme managers coordinating delivery of intelligent finance process robots across teams.
Operations managers whose processes are changed by process robots.
Product owners prioritising the roadmap for intelligent finance process robots.
Risk managers assessing the exposure created by process robots.
Course Modules
Intelligent finance process robots: measuring benefit and retiring what it replaces
2 sessions · 8 pointsSession 1Explaining intelligent finance process robots to people whose jobs it changes
- Agree what will be standardised in intelligent finance process robots and what will not.
- Assess the regulatory obligations process robots triggers in each jurisdiction.
- Verify six months later that changes to intelligent finance process robots have held.
- Define the exit route from the supplier supporting process robots.
Session 2Where process robots touches systems nobody wants to change
- Estimate the resource intelligent finance process robots requires to run as designed.
- Benchmark the organisation's process robots against comparable operations.
- Close out actions on intelligent finance process robots rather than leaving them open indefinitely.
- Collect evidence on the present handling of process robots before proposing changes.
Process robots: security, privacy and regulatory obligation
2 sessions · 8 pointsSession 1The data question everyone skips at the start of process robots
- Identify the skills the team lacks to operate intelligent finance process robots independently.
- Assign responsibility for keeping documentation of process robots current.
- Measure the current quality of the data feeding intelligent finance process robots before assuming it is usable.
- Compare the cost of process robots with the cost of its absence.
Session 2What has to be agreed before work on process robots starts
- Record what was learned when intelligent finance process robots did not go as planned.
- List the data sources process robots consumes and confirm each has a named owner.
- Record the reasoning behind each architectural choice in intelligent finance process robots.
- Agree who is on call for process robots outside working hours.
Process robots: monitoring, drift and operational ownership
2 sessions · 8 pointsSession 1Reading the true cost of running process robots
- Set out how exceptions to intelligent finance process robots are requested and approved.
- Test process robots against edge cases drawn from real historical records.
- Plan how intelligent finance process robots is versioned and how a bad release is rolled back.
- Build the internal briefing that explains process robots to those affected.
Session 2Building lasting competence in intelligent finance process robots
- Decide which legacy process intelligent finance process robots retires, and set the date.
- Set the metrics that will show whether process robots is drifting from its intended behaviour.
- Check that intelligent finance process robots still works when volumes rise unexpectedly.
- Arrange the handover of process robots so capability survives staff changes.
Process robots: business case, scope and the data it depends on
2 sessions · 8 pointsSession 1Making process robots secure without making it unusable
- Build the user briefing that explains what intelligent finance process robots does and does not decide.
- Design the pilot for process robots so that a negative result is still useful.
- Verify that intelligent finance process robots still performs when input volume doubles unexpectedly.
- Identify every system process robots must read from or write to.
Session 2The paperwork for process robots that is actually needed
- Prepare the response for the most likely failure in intelligent finance process robots.
- Specify the fallback path when process robots is unavailable.
- Set out the decisions in intelligent finance process robots that require sign-off and by whom.
- Identify single points of dependency in process robots and reduce them.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
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