K2’s Now Is The Time To Automate!
Information Technology
2 CPE Credits
23c-auto
In-Person, Webinar
Live
Intermediate
100 Minutes
Major Topics
- Where to begin your automation journey
- Which automation tools should you initially focus on
- How to automate everyday tasks in accounts payable, banking, and approval workflows
- Common automation pitfalls
Learning Objectives
- Identify at least three benefits of successful automation efforts
- List two automation tools you can use to extract and transform data
- Specify examples of Microsoft 365 plans that include access to Power Automate
- Differentiate between Power Automate and Zapier
- Identify at least three tasks that most businesses should automate
Description
The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.
Compliance Information
Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control
None
Information Technology
2 Credits
December 30, 2022