Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.
Course Overview
Plan automation opportunities while preserving finance process oversight.
This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a controlled finance automation roadmap.
Learning Outcomes
Assess finance process mapping and pain points.
Evaluate automation suitability and exception analysis.
Apply a structured approach to control ownership and audit trails.
Develop practical recommendations for pilot testing and performance measures.
Prepare and present a controlled finance automation roadmap.
Who Should Attend
Finance professionals, budget owners, analysts and managers involved in commercial or financial decisions.
Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.
Training Methodology
Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.
Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.
Course Tools and Templates
Finance process mapping and pain points worksheet – proposed exercise document.
Automation suitability and exception analysis worksheet – proposed exercise document.
Control ownership and audit trails worksheet – proposed exercise document.
Pilot testing and performance measures worksheet – proposed exercise document.
Controlled finance automation roadmap – proposed exercise document.
Delivery Requirements
Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.
A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.
Course Customization
The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.
Proposed Five-Day Course Outline
Day 1 – Finance process mapping and pain points
Define the business context, assess current practices and clarify the decisions relating to finance process mapping and pain points.
Practical output: Finance process mapping and pain points worksheet
Day 2 – Automation suitability and exception analysis
Interpret representative information and compare practical approaches to automation suitability and exception analysis.
Practical output: Automation suitability and exception analysis worksheet
Day 3 – Control ownership and audit trails
Use the course tools in a realistic case focused on control ownership and audit trails, documenting assumptions and recommendations.
Practical output: Control ownership and audit trails worksheet
Day 4 – Pilot testing and performance measures
Review responsibilities, risks and follow-up measures through a practical exercise on pilot testing and performance measures.
Practical output: Pilot testing and performance measures worksheet
Day 5 – Finance automation design workshop
Integrate the learning through finance automation design workshop, present the final assignment and propose workplace actions.
Practical output: Controlled finance automation roadmap
