K2's Understanding Workflow and Automation Essentials Webcast | 4204373A

Course Details

Date

Tuesday, July 14, 2020

9:00am – 10:40am
(Registration: 8:30am)

Field of Study

Technology

Course Number

4204373A

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Update

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of hardware, software, and technology trends

Description




Proper workflow optimizes a business for profitability. Once optimized, you can automate workflow with a variety of software tools. Learn to setup automated workflow processes using a variety of tools including Zoho Flow, Power Automate, XCM, Automation Anywhere, and other robotic process automation (RPA) tools. We'll provide a road map and choices you can implement now.


Highlights




Process documentation
Software options
Practical tools you can use today and may even own now
Tips on optimizing workflow
Demonstration of workflow concepts

Objectives




Identify leading workflow technologies
List workflow documentation tools
Differentiate products working today and workflow technology that is not practical
Create a workflow process improvement plan

Designed For




Busy accounting and financial professionals who want to improve their personal and organizational productivity

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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