Team Development 17 – Technology and Automation
Overview
Welcome to this Technology and Automation course in which we will explore six pivotal themes that are reshaping the landscape of finance functions. Each theme is designed to equip finance professionals with the knowledge and skills required to thrive in an increasingly dynamic and technology-driven financial world.
Learning Objectives:
After completion of this course, participants will be able to:
- Digitize and automate processes
- Select software and vendors
- Participate in a systems implementation project
- Understand the role of ERP systems
Lessons:
Lesson 1: Process Digitization
Explore how digitizing finance processes boosts efficiency and accuracy. Learn key benefits, real-world examples, and how to implement digital transformation in your finance function.
Lesson 2: Automation
Explore how automation tools like RPA and AI streamline finance tasks, boost accuracy, and enhance decision-making—helping you work smarter and lead with impact.
Lesson 3: Software and Vendor Selection
Learn how to evaluate, select, and implement financial software and vendors to boost efficiency, ensure accuracy, and align tools with your organization’s strategic needs.
Lesson 4: Systems Implementation
Learn how to plan and implement financial systems by setting clear goals, choosing the right tools, managing data migration, and supporting your team through training and change.
Lesson 5: Software Integration
This section teaches you how to integrate financial systems to improve efficiency, accuracy, and decision-making.
Lesson 6: Enterprise Resource Planning
This section explores Traditional vs Postmodern ERPs to help you choose the right system for your organization’s needs.
Additional Information
CPE Credit/CPD Hours: 8.6
Field of Study: Information Technology
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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