Pensions and Retirement Training Course on Robotic Process Automation (RPA)

Module 1: Introduction to Robotic Process Automation (RPA)
Overview of RPA technology and evolution
Difference between RPA, AI, and traditional automation
Key benefits and limitations of RPA in pension operations
Core RPA components: bots, workflows, and control rooms
Case study: How RPA reduced administrative errors in pension disbursements

Module 2: Mapping Pension Processes for Automation
Identifying repetitive, rule-based, and high-volume tasks
Assessing automation potential using process discovery tools
Typical use cases: data entry, reconciliation, claims processing
Prioritizing automation projects for maximum ROI
Exercise: Selecting pension processes suitable for RPA implementation

Module 3: Designing RPA Workflows for Pension Operations
Workflow design principles and logic structuring
Input/output handling and data validation rules
Building process maps using automation design tools
Documenting business rules for automation scripts
Workshop: Creating a sample RPA workflow diagram

Module 4: RPA Tools, Platforms, and Technologies
Overview of leading RPA software (UiPath, Automation Anywhere, Blue Prism, Power Automate)
Criteria for selecting an RPA platform for pension organizations
System integration capabilities and interoperability features
Cloud-based versus on-premises deployment
Demo: Navigating a sample RPA development environment

Module 5: Implementing RPA in Pension Administration
Automating contribution uploads and member record updates
Streamlining claims processing and approvals
Automating report generation and reconciliation tasks
Integrating RPA with existing pension management systems
Case study: RPA-enabled contribution audit and validation

Module 6: Governance, Risk, and Compliance in Automation
Establishing control and audit mechanisms for RPA bots
Risk management frameworks for automation projects
Compliance with data protection, AML, and internal control policies
Managing exceptions and human-in-the-loop oversight
Exercise: Designing a governance model for pension automation

Module 7: Monitoring, Maintenance, and Continuous Improvement
Monitoring RPA bot performance and uptime
Managing process changes and bot reconfiguration
Performance KPIs and dashboards for RPA operations
Building feedback loops for ongoing optimization
Discussion: Developing an RPA performance reporting system

Module 8: Change Management and Staff Integration
Addressing fears and resistance to automation
Redefining staff roles and responsibilities post-automation
Upskilling staff to manage and oversee RPA workflows
Communication strategies for successful adoption
Role-play: Introducing RPA in a pension administration team

Module 9: Security and Data Protection in Automated Environments
Protecting sensitive member and financial data handled by bots
Access management, encryption, and audit trails
Managing cybersecurity threats in automation environments
Compliance with digital and financial transaction laws
Simulation: Responding to a security incident in an RPA system

Module 10: Measuring RPA Impact and Future Trends
Calculating RPA ROI and performance improvements
Developing key success indicators for automation projects
Scaling automation across departments and functions
Emerging trends: Intelligent Automation and Hyperautomation
Group project: Designing an RPA implementation roadmap for a pension organization