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Here's how you can shift to Process Automation from a different career.

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Shifting to Process Automation from a different career might seem like a daunting task, but with the right approach, it can be an exciting journey. Process Automation involves using technology to perform regular tasks without human intervention, increasing efficiency and accuracy. If you're looking to transition into this field, understanding the basics and acquiring the necessary skills are your first steps. This article will guide you through what you need to know and do to make this career change successful.

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Jacqui Muller

???? UiPath MVP | AI Ambassador of the Year | PhD Candidate - Changing the world one solution at a time

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Bruno Zampaglione

CIO | Senior AI Executive | IT Strategy & Business Transformation Manager
Jinal Shah

Techno-Functional Senior Business Analyst | RPA Specialist | Project Leader | BFSI, Healthcare, Telecom, Logistics…

1 Understand PA

To start your transition to Process Automation, you must understand what it entails. Process Automation, often abbreviated as PA, involves using software applications, such as Robotic Process Automation (RPA) tools, to carry out repetitive tasks that were previously done manually. This includes data entry, processing transactions, and managing workflows. Your goal is to grasp how these tools can streamline operations and reduce errors, which in turn can lead to cost savings and improved customer satisfaction for businesses.

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Jinal Shah

Techno-Functional Senior Business Analyst | RPA Specialist | Project Leader | BFSI, Healthcare, Telecom, Logistics, Manufacturing | Ex-Sr. Software Developer | Ex-NTT Data | Ex-Tavant | Tech Instructor & Blogger
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You can transition to Process Automation from another field by focusing on transferable skills like problem-solving and analytical thinking, then building technical skills through online courses or certifications in Robotic Process Automation (RPA) tools and workflow management software. This will equip you to identify repetitive tasks in businesses, automate them using software, and improve efficiency.

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Jacqui Muller

???? UiPath MVP | AI Ambassador of the Year | PhD Candidate - Changing the world one solution at a time
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If you are able to understand process and map a process, you are in a good position to make the shift to process automation. Most of the work goes into analysing the problem/process and one of the most important skills in this space is the ability to map the process in logical steps. Technology can be learnt quickly - the design thinking aspect and conceptual understanding of processes is generally more challenging.

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Akshay Gupta

Digital Transformation I Robotic Process Automation (RPA) | Intelligent Automation | Generative AI | Automation Strategy & Consulting | Certified ScrumMaster? (CSM?)
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1. Understand the Basics: Start by learning the fundamentals of process automation, including key concepts, tools, and technologies. Familiarize yourself with Robotic Process Automation (RPA), Intelligent Automation, and other related areas. 2. Certification: Get yourself certified in process automation and RPA tools. Certifications can enhance your credibility. 3. Hands On : Work on real-world projects to gain hands-on experience. 4. Leverage Your Existing Skills: Identify transferable skills from your current career that can be applied to process automation. For example, problem-solving, analytical thinking, and project management skills are valuable in automation roles.

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2 Assess Skills

Evaluate your current skill set to determine what's transferable to a career in Process Automation. You likely already possess critical thinking and problem-solving skills, which are essential in identifying processes that can be automated and understanding how they can be improved. Familiarity with computers and basic programming knowledge can also be advantageous. If you come from a background in business analysis, project management, or IT, you're already a step ahead.

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3 Learn PA Tools

Dive into learning the specific tools and technologies used in Process Automation. While there are many tools available, getting hands-on experience with popular RPA software can be particularly beneficial. These tools often have visual interfaces that allow users to 'teach' the software how to perform tasks by recording their own actions. Familiarize yourself with the logic and structure of these tools, as this knowledge will be crucial when you start working on actual automation projects.

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Jacqui Muller

???? UiPath MVP | AI Ambassador of the Year | PhD Candidate - Changing the world one solution at a time
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UiPath and Microsoft have extensive resources available for people learning to use their platforms. Microsoft is more restrictive to "free" usage - UiPath is more accessible.

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4 Gain Experience

Gaining practical experience is crucial for a successful transition to Process Automation. Start by applying your knowledge in small, personal projects or by contributing to open-source initiatives. This practical application will solidify your understanding and give you tangible examples of your work. Additionally, consider internships or volunteer opportunities that allow you to work with PA technologies. Real-world experience will not only build your skills but also enhance your resume.

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5 Network Actively

Networking is a powerful tool when changing careers. Connect with professionals in the Process Automation field through online forums, social media groups, and professional networking events. These connections can provide insights into the industry, advice on career development, and potentially lead to job opportunities. Remember to share your experiences and what you are learning; showing genuine interest and initiative can make a lasting impression.

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6 Certify Your Skills

Lastly, consider obtaining certifications in Process Automation. These certifications can validate your knowledge and skills for employers. They often cover a range of topics, from the basics of RPA to advanced concepts in process design and optimization. Certifications can be obtained through online courses, training programs, or directly from software vendors. Having these credentials can give you a competitive edge in the job market.

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Jacqui Muller

???? UiPath MVP | AI Ambassador of the Year | PhD Candidate - Changing the world one solution at a time
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The sad reality about certifications is that people can pass the certs and still not know how to do the job - the right exam dump goes quite far in this regard. The most unfortunate part is that certifications serve as credentials of your capabilities. So there needs to be a balance - get practical experience to solidify the concepts that surface in the different certifications. Achieve the certification to add to your "credibility" as a practitioner in the industry.

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Bruno Zampaglione

CIO | Senior AI Executive | IT Strategy & Business Transformation Manager
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The only way to know if you're really learning what you're studying is to put it into practice. When transitioning to a new career, the best way to do so is by certifying your skills. Many tech companies offer tests that help you measure your progress, with some being free and others requiring payment. This not only helps you understand your growth but also becomes crucial when applying for job opportunities.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Here's how you can shift to Process Automation from a different career.

1

2

3

4

5

6

7

1 Understand PA

2 Assess Skills

3 Learn PA Tools

4 Gain Experience

5 Network Actively

6 Certify Your Skills

7 Here’s what else to consider

Process Automation

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Here's how you can shift to Process Automation from a different career.

1

2

3

4

5

6

7

1 Understand PA

2 Assess Skills

3 Learn PA Tools

4 Gain Experience

5 Network Actively

6 Certify Your Skills

7 Here’s what else to consider

Process Automation

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