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Use Process Advisor to Analyze and Automate Manual Process
Daniel Gregurić
Daniel Gregurić
Imagine working in a car rental company that manually tracks which cars are rented out and which ones are ready for rental. As employees, we are responsible for informing all other employees about available cars each day and we are performing a repetitive process each day: we have to open SharePoint, find a site and Excel file, download the file, open it in Excel, filter out available cars, export it as PDF and send it by email to other colleagues who are responsible for car rentals, so they know which cars can be offered to the customers. Of course, this process is time consuming, and we don’t know which part of that process can be automated or how to automate it.
Read more
Imagine working in a car rental company that manually tracks which cars are rented out and which ones are ready for rental. As employees, we are responsible for informing all other employees about available cars each day and we are performing a repetitive process each day: we have to open SharePoint, find a site and Excel file, download the file, open it in Excel, filter out available cars, export it as PDF and send it by email to other colleagues who are responsible for car rentals, so they know which cars can be offered to the customers. Of course, this process is time consuming, and we don’t know which part of that process can be automated or how to automate it.
Read more
Imagine working in a car rental company that manually tracks which cars are rented out and which ones are ready for rental. As employees, we are responsible for informing all other employees about available cars each day and we are performing a repetitive process each day: we have to open SharePoint, find a site and Excel file, download the file, open it in Excel, filter out available cars, export it as PDF and send it by email to other colleagues who are responsible for car rentals, so they know which cars can be offered to the customers. Of course, this process is time consuming, and we don’t know which part of that process can be automated or how to automate it.
Thankfully, with Power Automate Process Advisor, not only can we see where the bottlenecks are and what can be automated, but we can also get a recommendation for which actions a Power Automate flow could be used for achieving the wanted automatization of this business process. With that, we can easily give machines to handle the repetitive process and spend our time on other business tasks. So, from 7 manual steps which must be done each day, we will end up with only 1 manual step, triggering the flow which we will create. How cool is that?
This Guided Project " Use Process Advisor to Analyze and Automate Manual Process" is for any business professional who is looking to automate any kind of manual business process. In the project you will create a SharePoint site and a list (from a sample Excel file), and learn how to use Power Automate Process Advisor to analyze the manual process. You will also create a flow with the guidance of the Process Advisor analysis result. What’s great about SharePoint and Power Automate is that anyone can learn to use them regardless of their educational background!
Since this project uses Office 365 services (SharePoint, Excel, Outlook) and Power Automate (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.
If you are ready to make your and your colleagues’ lives easier by starting to automate manual, time-consuming processes which are hard to track, then this project is for you! Let's get started!
Register for this course and see more details by visiting:
OpenCourser.com/course/muic8n/use
What's inside
Syllabus
Project Overview
In this guided project, you will analyze a manual business process and set up a Power Automate flow for the automatization of creating and sending a PDF document to the co-workers.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Devises an in-depth exploration of automating manual business operations utilizing Power Automate Process Advisor
Provides hands-on experience in analyzing manual processes and creating automated solutions with Power Automate
Taught by Daniel Gregurić, a recognized expert in Power Automate Process Advisor
Suitable for business professionals seeking to automate manual processes, particularly in the context of car rentals
Leverages SharePoint and Power Automate, widely used tools for business process automation
Requires familiarity with Microsoft 365 services and Power Automate, which may pose a barrier for some learners
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Use Process Advisor to Analyze and Automate Manual Process with these
activities:
Seek guidance from experienced Power Automate users
Show steps
Accelerate your learning journey by connecting with individuals who have expertise in Power Automate and can provide valuable advice.
Browse courses on
Power Automate
Show steps
-
Identify potential mentors within your network or through online communities
-
Reach out to mentors and express your interest in learning from them
-
Schedule regular meetings or communication channels for guidance and support
Review Microsoft Power Automate fundamentals
Show steps
Sharpen your understanding of Power Automate's capabilities and refresh your memory on its core concepts.
Browse courses on
Microsoft Power Automate
Show steps
-
Access Power Automate documentation
-
Review key concepts and features of Power Automate
-
Complete a guided tutorial on Power Automate basics
Explore Advanced Process Advisor Features
Show steps
Expand your knowledge by exploring advanced Process Advisor features, enhancing your ability to analyze and automate complex processes.
Show steps
-
Research advanced Process Advisor capabilities
-
Follow tutorials or documentation
-
Experiment with different analysis scenarios
Five other activities
Expand to see all activities and additional details
Show all eight activities
Follow a tutorial on Process Advisor analysis
Show steps
Enhance your understanding of how Power Automate Process Advisor analyzes manual processes and provides automation recommendations.
Show steps
-
Identify a repetitive manual process in your workplace
-
Create a Process Advisor account
-
Follow a tutorial on conducting Process Advisor analysis
Practice process creation
Show steps
Enhance your understanding of process creation by working through practice drills, solidifying the concepts covered in the course.
Browse courses on
SharePoint
Show steps
-
Create a dummy SharePoint site and list
-
Simulate the manual process
-
Analyze the process using Process Advisor
-
Create a flow based on the analysis
Engage in peer discussions on Power Automate
Show steps
Connect with other learners to share knowledge, troubleshoot issues, and expand your understanding of Power Automate.
Browse courses on
Power Automate
Show steps
-
Join a Power Automate community or forum
-
Initiate or participate in discussions related to Power Automate
-
Share your experiences and insights with others
Automate a simple business process using Power Automate
Show steps
Apply your skills to a practical project by automating a simplified business process using Power Automate.
Browse courses on
Power Automate
Show steps
-
Identify a suitable business process for automation
-
Design and plan the automation solution
-
Build the automation flow using Power Automate
-
Deploy and monitor the automation
Automate a Sample Business Process
Show steps
Put your skills into practice by automating a sample business process, showcasing your proficiency in process analysis and automation.
Browse courses on
Business Process Automation
Show steps
-
Identify a suitable business process
-
Analyze the process using Process Advisor
-
Create a flow based on the analysis
-
Test and deploy the flow
Seek guidance from experienced Power Automate users
Show steps
Accelerate your learning journey by connecting with individuals who have expertise in Power Automate and can provide valuable advice.
Browse courses on
Power Automate
Show steps
Show steps
Show steps
- Identify potential mentors within your network or through online communities
- Reach out to mentors and express your interest in learning from them
- Schedule regular meetings or communication channels for guidance and support
Review Microsoft Power Automate fundamentals
Show steps
Sharpen your understanding of Power Automate's capabilities and refresh your memory on its core concepts.
Browse courses on
Microsoft Power Automate
Show steps
Show steps
Show steps
- Access Power Automate documentation
- Review key concepts and features of Power Automate
- Complete a guided tutorial on Power Automate basics
Explore Advanced Process Advisor Features
Show steps
Expand your knowledge by exploring advanced Process Advisor features, enhancing your ability to analyze and automate complex processes.
Show steps
Show steps
Show steps
- Research advanced Process Advisor capabilities
- Follow tutorials or documentation
- Experiment with different analysis scenarios
Five other activities
Expand to see all activities and additional details
Show all eight activities
Follow a tutorial on Process Advisor analysis
Show steps
Enhance your understanding of how Power Automate Process Advisor analyzes manual processes and provides automation recommendations.
Show steps
Show steps
Show steps
- Identify a repetitive manual process in your workplace
- Create a Process Advisor account
- Follow a tutorial on conducting Process Advisor analysis
Practice process creation
Show steps
Enhance your understanding of process creation by working through practice drills, solidifying the concepts covered in the course.
Browse courses on
SharePoint
Show steps
Show steps
Show steps
- Create a dummy SharePoint site and list
- Simulate the manual process
- Analyze the process using Process Advisor
- Create a flow based on the analysis
Engage in peer discussions on Power Automate
Show steps
Connect with other learners to share knowledge, troubleshoot issues, and expand your understanding of Power Automate.
Browse courses on
Power Automate
Show steps
Show steps
Show steps
- Join a Power Automate community or forum
- Initiate or participate in discussions related to Power Automate
- Share your experiences and insights with others
Automate a simple business process using Power Automate
Show steps
Apply your skills to a practical project by automating a simplified business process using Power Automate.
Browse courses on
Power Automate
Show steps
Show steps
Show steps
- Identify a suitable business process for automation
- Design and plan the automation solution
- Build the automation flow using Power Automate
- Deploy and monitor the automation
Automate a Sample Business Process
Show steps
Put your skills into practice by automating a sample business process, showcasing your proficiency in process analysis and automation.
Browse courses on
Business Process Automation
Show steps
Show steps
Show steps
- Identify a suitable business process
- Analyze the process using Process Advisor
- Create a flow based on the analysis
- Test and deploy the flow
Career center
Learners who complete Use Process Advisor to Analyze and Automate Manual Process will develop knowledge and skills
that may be useful to these careers:
Process Analyst
Process Analyst
Process Analysts are responsible for analyzing business processes to identify opportunities for improvement. They use a variety of tools and techniques to gather data, map processes, and develop recommendations for change. The course 'Use Process Advisor to Analyze and Automate Manual Process' can help Process Analysts build a foundation in process analysis and automation, which can lead to success in this field. The course provides hands-on experience with Power Automate Process Advisor, a tool that can be used to analyze and automate manual processes. This experience can help Process Analysts develop the skills needed to identify and solve process inefficiencies, leading to improved efficiency and productivity.
Business Analyst
Business Analyst
Business Analysts are responsible for understanding the business needs of an organization and translating those needs into technical requirements. They work with stakeholders to gather requirements, analyze data, and develop solutions that meet the organization's goals. The course 'Use Process Advisor to Analyze and Automate Manual Process' can help Business Analysts build a foundation in process analysis and automation, which can lead to success in this field. The course provides hands-on experience with Power Automate Process Advisor, a tool that can be used to analyze and automate manual processes. This experience can help Business Analysts develop the skills needed to identify and solve business problems, leading to improved efficiency and productivity.
Data Analyst
Data Analyst
Data Analysts are responsible for collecting, cleaning, and analyzing data to identify trends and patterns. They use their findings to make recommendations for improving business decisions. The course 'Use Process Advisor to Analyze and Automate Manual Process' can help Data Analysts build a foundation in process analysis and automation, which can lead to success in this field. The course provides hands-on experience with Power Automate Process Advisor, a tool that can be used to analyze and automate manual processes. This experience can help Data Analysts develop the skills needed to identify and solve data-related problems, leading to improved decision-making.
IT Consultant
IT Consultant
IT Consultants are responsible for providing advice and guidance to organizations on how to use technology to improve their business processes. They work with clients to identify opportunities for improvement, develop solutions, and implement new technologies. The course 'Use Process Advisor to Analyze and Automate Manual Process' can help IT Consultants build a foundation in process analysis and automation, which can lead to success in this field. The course provides hands-on experience with Power Automate Process Advisor, a tool that can be used to analyze and automate manual processes. This experience can help IT Consultants develop the skills needed to identify and solve business problems, leading to improved efficiency and productivity.
Process Improvement Specialist
Process Improvement Specialist
Process Improvement Specialists are responsible for identifying and implementing improvements to business processes. They work with stakeholders to gather requirements, analyze data, and develop solutions that meet the organization's goals. The course 'Use Process Advisor to Analyze and Automate Manual Process' can help Process Improvement Specialists build a foundation in process analysis and automation, which can lead to success in this field. The course provides hands-on experience with Power Automate Process Advisor, a tool that can be used to analyze and automate manual processes. This experience can help Process Improvement Specialists develop the skills needed to identify and solve process inefficiencies, leading to improved efficiency and productivity.
Systems Analyst
Systems Analyst
Systems Analysts are responsible for designing, developing, and implementing new systems that meet the needs of an organization. They work with stakeholders to gather requirements, analyze data, and develop solutions that meet the organization's goals. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Systems Analysts in building a foundation in process analysis and automation, which can lead to success in this field.
Software Engineer
Software Engineer
Software Engineers are responsible for designing, developing, and maintaining software applications. They work with clients to gather requirements, analyze data, and develop solutions that meet the client's needs. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Software Engineers in building a foundation in process analysis and automation, which can lead to success in this field.
Data Scientist
Data Scientist
Data Scientists are responsible for collecting, cleaning, and analyzing data to identify trends and patterns. They use their findings to make recommendations for improving business decisions. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Data Scientists in building a foundation in process analysis and automation, which can lead to success in this field.
Database Administrator
Database Administrator
Database Administrators are responsible for managing and maintaining databases. They work with databases to ensure that data is stored and retrieved efficiently and securely. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Database Administrators in building a foundation in process analysis and automation, which can lead to success in this field.
Project Manager
Project Manager
Project Managers are responsible for planning, organizing, and executing projects. They work with stakeholders to define project scope, develop project plans, and track project progress. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Project Managers in building a foundation in process analysis and automation, which can lead to success in this field.
Quality Assurance Analyst
Quality Assurance Analyst
Quality Assurance Analysts are responsible for testing software applications to identify and fix bugs. They work with developers to ensure that software applications meet the client's requirements. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Quality Assurance Analysts in building a foundation in process analysis and automation, which can lead to success in this field.
Technical Writer
Technical Writer
Technical Writers are responsible for creating and maintaining technical documentation. They work with engineers, designers, and other stakeholders to gather information, analyze data, and develop documentation that is clear and concise. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Technical Writers in building a foundation in process analysis and automation, which can lead to success in this field.
Information Security Analyst
Information Security Analyst
Information Security Analysts are responsible for protecting an organization's information systems from threats. They work with stakeholders to identify risks, develop security plans, and implement security measures. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Information Security Analysts in building a foundation in process analysis and automation, which can lead to success in this field.
Network Administrator
Network Administrator
Network Administrators are responsible for managing and maintaining an organization's computer networks. They work with hardware and software to ensure that networks are operating efficiently and securely. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Network Administrators in building a foundation in process analysis and automation, which can lead to success in this field.
Computer Support Specialist
Computer Support Specialist
Computer Support Specialists are responsible for providing technical support to users of computer systems. They work with users to resolve technical issues, install software, and maintain computer systems. The course 'Use Process Advisor to Analyze and Automate Manual Process' may be helpful to Computer Support Specialists in building a foundation in process analysis and automation, which can lead to success in this field.
For more career information including salaries, visit:
OpenCourser.com/course/muic8n/use
Reading list
We've selected seven books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Use Process Advisor to Analyze and Automate Manual Process.
Provides a comprehensive guide to SharePoint development. It would be a valuable resource for anyone who is looking to develop custom SharePoint solutions.
Provides a comprehensive overview of Power BI, including how to create and publish reports, dashboards, and data models. It valuable resource for anyone who wants to learn more about Power BI and how to use it to visualize and analyze data.
Save
Provides a practical guide to automating business processes using Power Automate. It valuable resource for anyone who wants to learn more about how to use Power Automate to improve their business processes.
Provides a comprehensive overview of PowerShell, including its capabilities for automating tasks and managing systems. It would be a valuable resource for anyone who is looking to use PowerShell to automate tasks in their organization.
While this book does not directly discuss Power Automate or other software tools for process automation, it provides valuable insight into the benefits of process automation and how to identify and improve processes for automation
Provides a comprehensive overview of Power Automate, covering its features, capabilities, and how to use it effectively for automating business processes.
Provides a basic overview of SharePoint, including how to create and manage sites, lists, and libraries. It useful resource for anyone who is new to SharePoint or who wants to learn more about its basic features.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/muic8n/use
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Effort
1 hour
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Daniel Gregurić
Language
English
Good to know
Devises an in-depth exploration of automating manual business operations utilizing Power Automate Process Advisor
Provides hands-on experience in analyzing manual processes and creating automated solutions with Power Automate
Taught by Daniel Gregurić, a recognized expert in Power Automate Process Advisor
Suitable for business professionals seeking to automate manual processes, particularly in the context of car rentals
Leverages SharePoint and Power Automate, widely used tools for business process automation
Requires familiarity with Microsoft 365 services and Power Automate, which may pose a barrier for some learners
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