About This Course
This 2-day applied program helps Finance SSC/GBS teams move from AI-assisted productivity to agentic automation across P2P, O2C and R2R. Participants begin with Microsoft's everyday tools to deliver quick AI wins — simplifying work, standardising decisions, and reducing manual effort then — progress to designing and prototyping multi-step workflows using automation with clear human-in-the-loop checkpoints.
The course focuses on practical use cases such as invoice intake and exception handling, dispute/ticket triage, and close-task coordination. By the end, teams will have a workflow blueprint, exception playbook, and a prototype-ready specification linked to operational KPIs such as cycle time, touchless rate, rework reduction, and SLA performance.
Learning Objectives
By the end of this program, participants will be able to:
- Identify "quick AI win" opportunities in P2P, O2C and R2R using Microsoft everyday tools.
- Map a finance process into workflow steps, decision points, exceptions, and human approval checkpoints.
- Design an agentic workflow with exception handling and escalation logic.
- Produce a prototype-ready workflow specification and a simple KPI/SLA measurement plan.
Prerequisites
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Target Audience
Process owners, automation champions, SSC/GBS CoE practitioners, team leads supporting P2P/O2C/R2R.
Training Outline
Foundations of AI-Assisted Workflow Design and Quick Wins for Finance Operations
- Understanding Finance Processes
- Quick Wins in AI-Assisted Workflow Design
- Building Structured AI-Assisted Workflows
- Hands-on Workflow Mapping
Agentic Workflow Concepts and Prototyping
- Designing Agent Patterns
- Advanced Workflow Concepts
- Prototyping Agentic Workflows
- Defining KPIs & Evidence Logging