Digital Transformation & Artificial Intelligence

Process Mining and Task Mining for Identifying Automation Opportunities

Teaches process owners and analysts to mine event logs and desktop activity to expose real process behaviour and identify automation opportunities with evidence, not opinion.

Duration5 training days
Content4 modules · 8 sessions
On completionAccredited attendance certificate
About the programme

Course Overview

Process documentation describes how work is supposed to happen; process mining shows how it actually happens, and the gap between the two is usually where the cost hides. This course teaches process owners and business analysts to build usable event logs from source systems, capture desktop-level activity through task mining, and turn both into process maps that reveal variants, rework loops and hand-off delays no interview would surface. Conformance checking is used to measure how far daily practice has drifted from the approved procedure, and bottleneck analysis separates delay caused by process design from delay caused by resource shortage. Participants then identify and score automation opportunities using volume, rule stability and exception rate, choosing between robotic process automation, workflow redesign and full re-engineering according to what the data actually shows. The course closes with monitoring practice that confirms a deployed fix produced the improvement the business case promised, rather than assuming it did.

Expected Learning Outcomes

01

Build a usable event log from source system data, cleaned of duplicates and system artefacts.

02

Capture and classify desktop-level activity through task mining with documented consent and retention.

03

Generate a process map and rank its variants by frequency, cost and deviation from the intended path.

04

Check discovered process behaviour for conformance against the documented standard operating procedure.

05

Locate the true bottleneck in a process by separating design delay from resource and approval delay.

06

Score candidate processes for automation using volume, rule stability and exception rate as criteria.

07

Re-run process mining after deployment to confirm a redesign or automation delivered its expected benefit.

Who Should Attend

01

Business process analysts responsible for mapping and improving operational workflows.

02

Continuous improvement and operational excellence specialists building an automation pipeline.

03

Robotic process automation teams selecting candidates for their next development cycle.

04

Operations managers who need evidence of where cycle time and cost are actually lost.

05

Internal audit and compliance staff checking process conformance across business units.

06

Digital transformation leads building the evidence base for a wider automation programme.

Course Modules

Select any module to see its sessions and points.

01

Foundations of Process and Task Mining

2 sessions · 8 points

Session 1Extracting and Preparing Event Logs for Process Mining

  • Extract case ID, activity and timestamp fields from source systems to build a usable event log.
  • Clean an event log to remove duplicate events and system artefacts that distort the discovered process.
  • Map each logged activity back to the business step it represents so analysis speaks the process owner's language.
  • Assess log completeness across systems so a mined process is not missing a step that happens elsewhere.

Session 2Capturing Desktop-Level Activity Through Task Mining

  • Deploy task mining capture on selected desktops with clear consent and a defined data retention period.
  • Classify captured user actions into meaningful task categories rather than raw keystrokes and clicks.
  • Anonymise or redact sensitive fields captured during task mining before analysts review the data.
  • Reconcile task mining output with process mining logs to see steps that never reach a system record.
02

Discovering and Diagnosing the As-Is Process

2 sessions · 8 points

Session 1Building Process Maps and Analysing Variants

  • Generate a process map directly from the event log and compare it with the process owner's documented version.
  • Identify process variants and rank them by frequency, cost and deviation from the intended path.
  • Trace a high-cost variant back to the trigger, exception or workaround that created it.
  • Visualise hand-offs between departments to expose where a case waits without anyone actively working it.

Session 2Conformance Checking Against the Intended Process

  • Check discovered process behaviour against the documented standard operating procedure for conformance.
  • Quantify the rate and cost of deviations from the approved process for each business unit.
  • Distinguish a deviation caused by a system limitation from one caused by staff choosing a workaround.
  • Report conformance results to process owners in terms of cases affected, not only deviation levels.
03

Identifying and Prioritising Automation Opportunities

2 sessions · 8 points

Session 1Locating Bottlenecks, Rework and Hand-Off Delays

  • Calculate cycle time and waiting time separately for each process step to locate the true bottleneck.
  • Identify rework loops where a case returns to an earlier step and estimate their cost in time and effort.
  • Flag hand-offs with the longest idle time between activities as priority targets for redesign.
  • Separate delay caused by process design from delay caused by resource shortage or approval queues.

Session 2Scoring Candidate Processes for Automation Potential

  • Score candidate processes for automation using volume, rule stability and exception rate as criteria.
  • Rule out processes with frequent exceptions from early robotic process automation and route them to redesign instead.
  • Rank automation candidates by expected effort saved against the engineering effort to build the automation.
  • Validate a shortlisted candidate with the team performing it before committing budget to automation.
04

From Insight to Deployment and Sustained Monitoring

2 sessions · 8 points

Session 1Building the Business Case and Automation Design

  • Build a business case for each selected automation that states baseline effort, cost and expected time saved.
  • Choose between task automation, workflow redesign and full process re-engineering based on the root cause found.
  • Design the target process with the automation step made visible to staff who still own exceptions.
  • Pilot the redesigned process on a limited case volume before extending it across the full workload.

Session 2Monitoring Process Performance After Intervention

  • Re-run process mining after deployment to confirm the bottleneck identified earlier has actually reduced.
  • Set a recurring mining cadence so process drift after go-live is detected before it erodes the benefit.
  • Track automation exceptions routed back to staff and use them to refine the automation's rules.
  • Report sustained cycle time, cost and conformance improvement to the sponsors who funded the initiative.

What the participant receives

4 course modules

A structured syllabus

8 training sessions

across 5 days

32 detailed points

Applied, detailed content

Accredited attendance certificate

On completing the programme

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