Course Content
KM-01: Introduction to RPA and Digital Transformation
This module introduces learners to the fundamentals of Robotic Process Automation (RPA), digital transformation, and automation technologies used in modern business environments. Learners will explore how businesses use automation to improve efficiency, reduce repetitive tasks, and support digital innovation.
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KM-04: Computing Theory
This module introduces learners to the foundational principles of programming and computing theory used in software development and automation environments. Learners will explore programming languages, programming logic, algorithms, variables, operators, loops, functions, and software applications commonly used in modern computing systems. The module also introduces concepts related to web technologies, databases, artificial intelligence, and software development methodologies.
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KM-05: Data, Databases and Data Scraping
This module introduces learners to the principles of data management, databases, and data scraping used in modern digital and automation environments. Learners will explore how organisations collect, store, analyse, secure, and visualise data to support business processes and decision-making. The module also introduces structured query language (SQL), relational databases, web scraping techniques, and software tools used for analysing and visualising data in automation and RPA environments.
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KM-06: Introduction to RPA for Automation of Processes
This module introduces learners to the foundational concepts, technologies, and processes involved in Robotic Process Automation (RPA). Learners will explore automation principles, business process analysis, workflow automation, process mapping, bots, attended and unattended automation, and the role of RPA in improving operational efficiency. The module also examines how organisations identify processes suitable for automation and how RPA supports digital transformation initiatives.
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KM-07: Robotic Process Automation (RPA)
This module focuses on building an understanding of how to use a toolkit or platform, using a vendor-specific approach, for the creation and deployment of automated processes. Learners will explore variables, arguments, automation selectors, control flow, data manipulation, automation concepts, automation management, and methods used to secure the RPA ecosystem from security risks. The module develops practical knowledge required to build, manage, and support automation solutions within modern RPA environments.
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KM-08: Introduction to RPA Governance, Legislation and Ethics
This module introduces learners to governance, legislation, compliance, ethics, and responsible practices within Robotic Process Automation (RPA) environments. Learners will explore legal requirements, organisational governance, ethical considerations, compliance frameworks, privacy protection, intellectual property, accountability, and professional conduct related to automation technologies. The module also examines how organisations manage risk, maintain compliance, and ensure ethical use of RPA systems within modern digital business environments.
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KM-09: Fundamentals of Design Thinking and Innovation
This module introduces learners to the fundamentals of design thinking and innovation within modern business and technology environments. Learners will explore design thinking principles, human-centered design, creativity, innovation, design concepts, design thinking methodologies, and the practical application of design thinking in software development, cybersecurity, and business problem-solving. The module focuses on developing innovative thinking, problem-solving skills, and creative approaches used in modern workplaces and digital transformation environments.
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PM-01: Basic Calculations for Programming
This practical module introduces learners to the mathematical and computational concepts required in programming and automation environments. Learners will develop practical skills in number systems, measurement conversions, mathematical operations, scientific notation, logical calculations, and computational problem solving. The module focuses on applying calculations and numerical reasoning in software development and Robotic Process Automation (RPA) environments. Learners will complete practical activities that strengthen analytical thinking, accuracy, and computational problem-solving skills required in modern digital workplaces.
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PM-02: Basic Programming
This practical module introduces learners to fundamental programming concepts, software toolkits, coding environments, programming paradigms, data types, APIs, functions, logical operations, loops, SQL queries, error handling, and software development processes used in Robotic Process Automation (RPA) environments. Learners will develop practical programming skills by creating coding environments, writing and testing code, working with variables and functions, integrating APIs, handling errors, and developing simple automation solutions using industry-relevant software toolkits and platforms.
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PM-03: Access, Analyse and Visualise Structured Data Using Spreadsheets and Scraping Tools
This practical module focuses on developing the skills required to access, analyse, organise, transform, visualise, and report structured data using spreadsheets, dashboards, pivot tables, databases, and web scraping tools within a Robotic Process Automation (RPA) environment. Learners will work with spreadsheet reporting, dashboards, pivot tables, SQL imports, data models, charts, and web scraping techniques to process and visualise data for business decision-making.
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PM-05: Execute Test Procedures for Evaluating the RPA Solution Performance
This practical module focuses on developing the practical skills required to prepare, execute, evaluate, and improve test procedures for Robotic Process Automation (RPA) solutions. Learners will work with test cases, testing methodologies, simulation tools, workflow evaluations, exception handling, and remedial actions to determine whether an RPA solution passes or fails according to business and technical requirements. Learners will also develop the ability to analyse automation outcomes, identify application and workflow issues, document test evidence, and apply corrective actions to improve automation reliability and performance.
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PM-06: Deploy RPA Solutions Which Emulate Actions of a Human Interacting Within Digital Systems
This practical module focuses on developing the practical skills required to deploy, schedule, monitor, manage, and maintain Robotic Process Automation (RPA) solutions within production environments. Learners will work with unattended and attended robots, deployment procedures, process documentation, auditing dashboards, scheduling systems, and RPA environment management tools. Learners will also develop the ability to schedule automated workflows, deploy bots into production environments, update process documentation, train end-users, monitor runtime activities, and import or export automation solutions between environments.
0/7
PM-07: Modify and Improve Existing RPA Solutions
This practical module focuses on developing the practical skills required to troubleshoot, improve, maintain, and optimise existing Robotic Process Automation (RPA) solutions within operational environments. Learners will work with debugging tools, workflow optimisation techniques, infrastructure changes, software upgrades, regulatory requirements, and process improvement strategies to ensure that automation workflows continue to operate efficiently and reliably. Learners will also develop the ability to investigate alternative solutions, apply continuous improvement techniques, manage changes in technical environments, explore workflow scalability, and update robotic workflows when organisations upgrade RPA software versions.
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PM-08: Function Ethically and Effectively as a Member of a Multidisciplinary Team
This practical module focuses on developing the practical skills required to function ethically, professionally, and collaboratively within multidisciplinary Robotic Process Automation (RPA) environments. Learners will work with business analysts, solution architects, DevOps teams, infrastructure engineers, project managers, business users, and stakeholders throughout the automation life cycle. Learners will also develop the ability to communicate effectively, collaborate across departments, support business process automation initiatives, engage with stakeholders ethically, adapt to organisational policies and infrastructure changes, and contribute to teamwork and business optimisation activities.
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PM-09: Apply Design Thinking Methodologies
This practical module focuses on developing the practical skills required to apply Design Thinking methodologies within problem-solving and innovation environments. Learners will collaborate with multidisciplinary teams to investigate problems, generate innovative ideas, develop prototypes, and test solutions using the Design Thinking process. Learners will also develop the ability to engage in collaborative discussions, participate in innovation workshops, analyse user needs, challenge assumptions, generate creative solutions, and apply the five Design Thinking phases: Empathize, Define, Ideate, Prototype, and Test.
0/3
Occupational Certificate: Robotic Process Automation (RPA) Developer

Lesson Overview

This lesson introduces learners to customers and stakeholders within workplace and organisational environments. Learners will explore customer concepts, customer types, customer profiles, customer behaviour, difficult customers, customer care, and stakeholder management and participation. The lesson focuses on building effective customer relationships, improving service delivery, and managing stakeholder interactions in modern workplaces and Fourth Industrial Revolution (4IR) environments.

Lesson Outcomes

After completing this lesson, learners will be able to:

  • Explain customer and stakeholder concepts and terminology
  • Describe different types of customers
  • Explain customer profiles
  • Describe customer behaviour, habits, and mannerisms
  • Explain how to handle difficult customers
  • Describe customer care principles
  • Explain stakeholder management and participation

KT1301: Concept, Definition and Terminology

Customers are individuals or organisations that purchase or use products or services.

Stakeholders are individuals, groups, or organisations that have an interest in organisational activities or outcomes.

Examples of stakeholders include:

  • Customers
  • Employees
  • Managers
  • Suppliers
  • Investors
  • Government institutions

Importance of Customers and Stakeholders

Customers and stakeholders are important because they influence organisational success and performance.

Organisations rely on:

  • Customer satisfaction
  • Stakeholder participation
  • Effective communication
  • Good relationships

Strong customer and stakeholder relationships improve organisational growth and reputation.


Customer Service

Customer service involves supporting customers before, during, and after providing products or services.

Good customer service improves:

  • Customer satisfaction
  • Customer loyalty
  • Organisational reputation

Modern organisations prioritise customer-focused service delivery.


KT1302: Types of Customers

Organisations interact with different types of customers depending on products, services, and business environments.


Internal Customers

Internal customers are individuals within organisations who receive services or support from other departments or employees.

Examples include:

  • Employees
  • Departments
  • Teams

External Customers

External customers are individuals or organisations outside the organisation who purchase or use products or services.

Examples include:

  • Clients
  • Consumers
  • Businesses

External customers are important for organisational revenue and sustainability.


Importance of Understanding Customer Types

Understanding customer types helps organisations:

  • Improve service delivery
  • Meet customer needs
  • Improve communication
  • Develop suitable solutions

Different customer groups may require different service approaches.


KT1303: Customer Profile

A customer profile is a description of customer characteristics, behaviours, needs, and preferences.

Customer profiles help organisations better understand their customers.


Information Included in Customer Profiles

Customer profiles may include:

Information Type Example
Demographics Age, location
Preferences Product interests
Behaviour Buying patterns
Needs Service expectations

Purpose of Customer Profiles

Customer profiles help organisations:

  • Improve marketing
  • Personalise services
  • Improve customer experiences
  • Understand customer behaviour

Customer profiling supports business intelligence and decision-making.


KT1304: Typical Customer Behaviour: Including Habits and Mannerisms

Customer behaviour refers to how customers interact with products, services, and organisations.

Customer habits and mannerisms influence purchasing decisions and service expectations.


Examples of Customer Behaviour

Examples include:

  • Purchasing habits
  • Communication styles
  • Preferences
  • Brand loyalty
  • Service expectations

Understanding customer behaviour helps organisations improve customer experiences.


Customer Habits and Mannerisms

Customer habits may include:

  • Frequent purchasing patterns
  • Preferred communication methods
  • Preferred products or services

Mannerisms refer to how customers behave and communicate during interactions.


Importance of Understanding Customer Behaviour

Understanding customer behaviour helps organisations:

  • Improve service quality
  • Personalise customer experiences
  • Improve communication
  • Increase customer satisfaction

Modern organisations use customer data and feedback to analyse customer behaviour.


KT1305: Difficult Customers

Difficult customers are customers who may be dissatisfied, frustrated, impatient, or challenging during interactions.

Handling difficult customers professionally is important in customer service environments.


Causes of Difficult Customer Behaviour

Examples include:

  • Poor service experiences
  • Delays
  • Misunderstandings
  • Product problems
  • Communication issues

Handling Difficult Customers

Employees should handle difficult customers by:

  • Remaining calm
  • Listening carefully
  • Showing respect
  • Identifying problems
  • Offering solutions

Professional behaviour improves customer relationships and reduces conflict.


Importance of Professionalism

Professional customer handling improves:

  • Customer trust
  • Organisational reputation
  • Conflict resolution
  • Customer satisfaction

Good customer service skills are important in modern workplaces.


KT1306: Customer Care

Customer care refers to activities and services provided to support and satisfy customers.

Customer care focuses on building positive customer relationships.


Principles of Customer Care

Examples include:

Principle Description
Respect Treating customers professionally
Responsiveness Providing timely assistance
Communication Sharing information clearly
Problem Solving Resolving customer issues

Importance of Customer Care

Customer care helps organisations:

  • Improve customer satisfaction
  • Increase customer loyalty
  • Improve reputation
  • Support business growth

Customer-focused organisations are often more competitive and successful.


Customer Care in Digital Environments

Modern organisations use digital systems for customer care, including:

  • Chatbots
  • Email support
  • Online help desks
  • Customer relationship systems

Technology improves customer communication and support services.


KT1307: Stakeholder Management and Participation

Stakeholder management involves identifying stakeholders, understanding their interests, and maintaining positive relationships.

Stakeholder participation refers to involving stakeholders in organisational activities and decision-making.


Importance of Stakeholder Management

Stakeholder management helps organisations:

  • Improve communication
  • Build relationships
  • Reduce conflicts
  • Support organisational goals

Effective stakeholder management improves organisational coordination and success.


Stakeholder Participation

Stakeholders may participate through:

  • Meetings
  • Feedback sessions
  • Consultations
  • Decision-making activities

Participation improves collaboration and organisational transparency.


Benefits of Stakeholder Participation

Stakeholder participation improves:

  • Communication
  • Cooperation
  • Trust
  • Decision-making

Modern organisations encourage stakeholder involvement to improve organisational performance and sustainability.


Customers and Stakeholders in Modern Workplaces

Modern organisations depend heavily on customer satisfaction and stakeholder relationships.

Customers and stakeholders influence:

  • Organisational reputation
  • Service quality
  • Business growth
  • Decision-making

Fourth Industrial Revolution (4IR) technologies continue changing customer expectations and stakeholder interactions through digital communication and automation systems.

Organisations must therefore maintain strong customer care and stakeholder management practices.


Key Notes

  • Customers purchase or use organisational products and services.
  • Stakeholders have interests in organisational activities and outcomes.
  • Internal and external customers require different service approaches.
  • Customer profiles help organisations understand customer needs and behaviour.
  • Understanding customer behaviour improves service delivery.
  • Difficult customers should be handled professionally and respectfully.
  • Customer care improves satisfaction and organisational reputation.
  • Stakeholder management improves communication and collaboration.
  • Stakeholder participation supports transparency and decision-making.
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