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Operational Excellence & Process Management · LearnSpace
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Operational Excellence & Process Management

Курс от Coursera
Начальный≈ 6.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

e.g. This is primarily aimed at first- and second-year undergraduates interested in engineering or science, along with high school students and professionals with an interest in programming.Even well-prepared workpapers run into problems — broken links, missing source files, incomplete ONESOURCE inputs, and workflow questions that need to reach the right person quickly. And even the most diligent tax analyst wastes time on tasks that could be standardized. This course teaches you how to handle both. Operational Excellence & Process Management is the second long course in the Tax Analyst with AI Skills Professional Certificate. Across two focused short courses, you will develop the operational habits that distinguish efficient entry-level tax analysts: diagnosing and resolving routine workflow issues using structured troubleshooting steps and clear escalation paths, classifying problems as data issues, process issues, or tax-logic questions so they reach the right reviewer without delay, building formula-driven review flags in Excel that surface incomplete workpaper fields automatically, and creating reusable ChatGPT prompt templates that standardize recurring drafting tasks without replacing human judgment. The course emphasizes a practical boundary that every junior tax analyst needs to understand: what is safe to automate in an entry-level role, and what requires a human in the loop. You will learn to work faster and more reliably — without stepping outside your lane.

Навыки, которые вы освоите

Operational ExcellenceProcess ManagementDecision MakingPrompt EngineeringWorkflow ManagementBusiness Process ManagementProcess AnalysisTax ComplianceMicrosoft ExcelCorporate TaxOperational AnalysisBusiness Process AutomationTax ManagementProblem SolvingChatGPTOperational EfficiencyProcess MappingResponsible AIBusiness Workflow AnalysisAutomation

Программа курса

8 модулей · 36 учебных материалов

01Classify the Issue Before You Act4 материалов
The Three-Way Issue ClassificationВидеоData vs Process vs Tax Logic Quick ReferenceЧтениеUntitledDIALOGUEClassifying Routine Tax IssuesЗадание

Учитесь у экспертов

Samuel Oduro

Преподаватель курса

Operational Excellence & Process Management
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 6.4 ч

8 модулей

Язык: Английский

Часть программы вашего университета
02Resolve It Yourself or Escalate It4 материалов
The Decision Tree for Resolution and EscalationВидеоTax Workflow Resolution Rules and Escalation ThresholdsЧтениеActivity: Routing CCP Tax Workflow IssuesЧтениеResolution or EscalationЗадание
03Troubleshoot Common Tax Workflow Problems5 материалов
Common Routine Tax Issues and How to Handle ThemВидеоTroubleshooting Playbook for Routine Tax IssuesЧтениеTax Workflow Troubleshooting: Fix, Verify, or EscalateЧтениеWhy This Is Not a Tax Logic CallDIALOGUERoutine Tax Issue HandlingЗадание
04Write Escalation Notes That Get Answered5 материалов
Building a Strong Escalation NoteВидеоEscalation Note Template and ExamplesЧтениеEscalate to a Senior ReviewerDIALOGUEEscalation Communication CheckЗаданиеDraft an Escalation NoteЧтение
05Automation Principles for Tax Work4 материалов
Why Tax Automation Starts with Judgment BoundariesВидеоAutomation Decision Framework for Tax TeamsЧтениеMechanical or Judgment BasedDIALOGUEAutomation Principles QuizЗадание
06Mapping the Quarterly Provision Workflow5 материалов
The Quarterly Provision WorkflowВидеоProvision Workflow Automation MapЧтениеActivity: Classify the Nine Workflow StepsЧтениеBuild the Business Case for One Automation StepDIALOGUEProvision Workflow QuizЗадание
07Building Self-Checking Workpapers4 материалов
Formula Patterns for Self-Checking Tax WorkpapersВидеоSelf-Checking Workpaper Control LibraryЧтениеActivity: Design a Review Flag LayoutЧтениеWorkpaper Controls QuizЗадание
08Reusable AI Prompts, Documentation, and Risk Controls5 материалов
AI Prompt Templates and Common Automation MistakesВидеоPrompt Templates and Verification ChecklistЧтениеActivity: Write and Revise a Prompt SetЧтениеExplain an Automation Plan to a Tax ManagerDIALOGUEAI Prompts and Risk ControlsЗадание