Practical AI & automation training for teams across the business
Less checking. Less chasing.
Less repetitive work.
Every organisation contains processes that consume far more time
than anyone realises.
Emails become workflows. Spreadsheets become systems. People
copy information between applications. Managers chase people for
updates. Teams prepare the same information repeatedly.
Board North’s Workflow Automation Training teaches people how to
identify these processes and use AI and automation to make everyday
work easier, faster and more reliable.
THE AUTOMATION OPPORTUNITY
What work could your team stop
doing manually?
Think about the processes happening every day across the
business:
- Someone receives information by email.
- They copy it into another system.
- They send it to somebody else.
- That person approves it.
- Someone updates a spreadsheet.
- A manager asks whether it has happened.
- Someone prepares a report.
- Then the process starts again.
One process might only waste a few minutes.
Hundreds of processes can consume thousands of
hours.
The purpose of Workflow Automation Training is to help your teams see those opportunities themselves.
THE IMPACT
What could your team achieve?
Less administration
Reduce repetitive work that does not
require human judgement.
Fewer manual hand-offs
Allow information to move more
effectively between people and
systems.
Less chasing
Build workflows that automatically
trigger actions and reminders.
Better visibility
Make it easier to see what has
happened and what hasn’t.
Management by exception
Focus people’s attention on the things
that require intervention.
More capacity
Give teams time back without simply
adding more people.
OUR COURSES
Choose the right workflow training for your team
Introduction to Workflow
Automation
Learn how to spot work that should not
be manual.
Understand where automation can help
and how to assess processes before
choosing technology.
You’ll leave with: a practical framework for identifying automation opportunities.
AI for Everyday Administration
Reduce the repetitive work hidden
inside the working day.
Learn how AI can support emails,
documents, information gathering,
summarisation and recurring
administrative tasks.
You’ll leave with: practical ways to save time immediately.
Automating Repetitive
Workflows
Turn recurring manual processes into
structured workflows.
Learn how to map a process, identify
unnecessary steps and determine what
could be automated.
You’ll leave with: real processes ready to improve.
AI Agents & Automated Tasks
Move beyond asking AI questions and
start giving it work to do.
Understand how agents and automation
can perform predefined activities and
support recurring processes.
You’ll leave with: a clearer understanding of where agentic automation could fit within your business.
Data, Dashboards & Exception Reporting
See what needs attention without
checking everything.
Learn how better use of data can help
managers monitor performance,
identify exceptions and focus on what
requires action.
You’ll leave with: ideas for moving from manual checking towards management by exception.
Connecting Systems &
Information
Reduce copy-and-paste processes
between systems.
Understand how integrations,
connectors and automation can allow
information to move more efficiently
through the organisation.
You’ll leave with: opportunities to remove duplicate data entry and manual hand-offs.
Need something more tailored?
Custom Training
We design custom digital transformation training around your team, systems and business priorities, covering AI, automation, data and process improvement. Tell us what you want to improve and we will build a practical programme focused on creating measurable business value.
HOW IT WORKS
Use your own processes
Bring us the work that frustrates your teams.
For custom and in-house training, attendees can work on real
examples from their organisation. That could include:
manual approvals
email-driven
processes
recurring reports
document workflows
data entry
information
requests
internal hand-offs
management checks
From learning to implementation
Board North can continue supporting teams after the workshop through implementation timebanks.
Give your people their time back.
COURSE FORMAT
Flexible delivery
Training can be delivered:
Online
At your premises
At Sci-Tech Daresbury
As an individual session or combined programme
Typical session length:
2 hours
Experience level:
No previous experience required
Group size:
Individual or team delivery
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team. Here’s who you’ll work with, and the results they’ve delivered.
Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems
Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
Looking for something else?
More time to think.
Finance Automation Training
Automate finance processes and improve
financial visibility.
Explore Finance Automation →
More time to sell.
Sales Automation Training
Increase selling capacity and improve
sales performance.
Explore Sales Automation →
More time to improve the business.
Workflow Automation
Reduce administration, cost and
inefficient workflows.
Explore Workflow Automation →
Looking for something else?
More time to think.
Finance Automation Training
Automate finance processes and improve
financial visibility.
More time to sell.
Sales Automation Training
Increase selling capacity and improve
sales performance.
More time to improve the business.
Workflow Automation
Reduce administration, cost and
inefficient workflows.
Need something custom?
Run it at your offices or online on a date that suits you.