"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022
Module 1: Landscape Overview
Module 2: Process Discovery
Module 3: Workflow Design
Module 4: Evals — How to Measure Quality
Module 5: Tools, Governance and ROI
Half Day 1 Wrap-Up: Preview of Day 2
Half Day 2: Your Own Workflow (Guided Workshop)
Each participant works on one real workflow from their own organisation. The trainer rotates between participants and runs short group check-ins at each milestone. Templates from day 1 are reused so the learning transfers directly.
Module 6: Define and Score
Module 7: Design
Module 8: Eval Plan
Module 9: Tooling and Governance Choice
- Pick a tooling category that fits (low-code, custom, agent platform)
- Identify data privacy, audit and compliance considerations specific to your context
- Estimate cost and effort
Module 10: Roll-Out Proposal
Half Day 2 Wrap-Up: Resources and Next Step
Learning Outcomes
By the end of the course participants will be able to distinguish AI features, workflows and agents, identify suitable automation candidates in their own organisation, design a workflow with appropriate evals and governance, estimate realistic costs and ROI, and produce a one-page roll-out proposal for a real workflow from their own team.
This course is designed for managers, team leads, product owners, transformation leads and operations managers who need to evaluate, propose or oversee AI-driven process automation in their organisation.
Prerequisites
- General understanding of business processes in your own organisation
- No technical or coding background required
- A laptop with internet access
- For day 2: one concrete workflow from your own team or organisation that you would like to improve with AI (a short written description is enough, more guidance is provided ahead of day 1)
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022
“JBI did a great job of customizing their syllabus to suit our business needs and also bringing our team up to speed on the current best practices. Our teams varied widely in terms of experience and the Instructor handled this particularly well - very impressive”
Brian F, Team Lead, RBS, Data Analysis Course, 20 April 2022
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AI workflows and autonomous agents are moving from demo to production, but most organisations still struggle to separate hype from real value. This course gives managers a clear mental model of the landscape: where simple AI features end, where workflows begin and where agents come in.
The first half day walks through the full picture with the trainer at the wheel, supported by short hands-on exercises so concepts stick.
The second half day flips the model: each participant brings one real workflow from their own organisation and is coached through mapping, designing, defining evals and producing a roll-out proposal. Participants leave with a concrete deliverable for their own team, not just notes.
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