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AI Course for Operations Teams — Process Automation and Efficiency

February 12, 202610 min readPertama Partners

What an AI course for operations teams covers: SOP creation, vendor management, operational reporting, continuous improvement, and governance. Time savings of 65-70% on documentation tasks.

AI Course for Operations Teams — Process Automation and Efficiency

Why Operations Teams Benefit Most from AI Training

Operations professionals are responsible for making organisations run smoothly — which means they write more documentation than almost any other function. SOPs, process maps, RFPs, incident reports, KPI frameworks, and vendor evaluations. All of these are tasks where AI saves 65-70% of the time.

An AI course for operations teams focuses on the documentation, process design, and vendor management workflows that consume most of an ops professional's day.

What an AI Course for Operations Covers

Module 1: AI Foundations for Operations (45 Minutes)

  • How AI works — practical understanding for operations professionals
  • Why operations teams see the highest documentation time savings
  • Data handling rules for operational information
  • Tool overview: ChatGPT, Copilot, and which to use when

Module 2: Process Documentation (2 Hours)

The core module — operations teams create and maintain dozens of documents.

Document TypeWithout AIWith AITime Saved
Standard Operating Procedure4-6 hours1-2 hours65%
Work instructions2-3 hours45-60 min70%
Process flow narratives2-3 hours30-45 min75%
Compliance checklists1-2 hours20-30 min75%

Key skills taught:

  • SOP creation with numbered steps, responsible roles, and exception handling
  • Work instructions for operational staff
  • Process map narratives (text descriptions convertible to flowcharts)
  • Compliance checklists and audit preparation documents
  • Change management communications for process changes

Module 3: Vendor Management (1.5 Hours)

Key skills taught:

  • RFP drafting from scope requirements
  • Vendor evaluation scorecards with weighted criteria
  • Contract review support: identifying key terms and risks
  • Vendor communication templates
  • Service level agreement (SLA) documentation
  • Vendor performance review frameworks

Impact: RFP drafting drops from 1-2 days to 3-4 hours. Vendor evaluation scorecards are produced in 30 minutes instead of half a day.

Module 4: Operational Reporting (1.5 Hours)

Key skills taught:

  • KPI framework design with definitions, targets, and data sources
  • Monthly operational review presentation outlines
  • Incident report and root cause analysis (5 Whys methodology)
  • Dashboard narrative descriptions
  • Trend analysis commentary
  • Risk register updates and risk assessment narratives

Module 5: Continuous Improvement (1 Hour)

Key skills taught:

  • Process improvement brainstorming using Lean principles
  • Waste identification and elimination opportunities
  • Automation opportunity assessment frameworks
  • Before/after documentation for improvement projects
  • Business case writing for process changes
  • Change management communication plans

Module 6: Operations-Specific Governance (45 Minutes)

RuleRationale
Do not input proprietary process details into public AICompetitive advantage protection
Do not share vendor pricing or contract termsCommercial confidentiality
Do not input safety incident details with identifiable informationLegal and privacy considerations
Always review SOPs with subject matter expertsAI may miss safety-critical steps
Document AI use in audit-relevant processesAudit trail requirements

Course Formats

FormatDurationBest For
Full Operations AI Workshop1 dayEntire operations team
Operations Leaders BriefingHalf dayCOO, Ops Directors, Plant Managers
Documentation FocusHalf dayTeams focused on SOPs and process docs
Vendor Management FocusHalf dayProcurement and vendor management teams
Quality and Compliance FocusHalf dayQuality assurance and compliance teams

Expected Results

MetricBefore TrainingAfter TrainingImprovement
SOP writing4-6 hours1-2 hours65% faster
RFP drafting1-2 days3-4 hours70% faster
Incident reports2-3 hours45 min70% faster
KPI framework designFull day2-3 hours65% faster
Monthly review preparation4-6 hours1-2 hours70% faster
Vendor evaluationsHalf day2 hours65% faster

Frequently Asked Questions

Can AI help with process improvement? Yes. AI brainstorms improvement ideas using Lean, Six Sigma, or other methodologies. It documents current-state processes, identifies potential bottlenecks, and drafts change management communications. However, process changes should be validated by experienced operations professionals who understand the safety and compliance implications.

Is AI useful for supply chain operations? AI is excellent for supply chain documentation, vendor communication, and analysis support. It drafts RFPs, creates vendor scorecards, writes logistics SOPs, and summarises market research. For supply chain optimisation calculations, specialised tools are more appropriate.

How do we ensure AI-generated SOPs are accurate? The course teaches a mandatory review workflow: AI drafts the SOP structure and content, then subject matter experts review for accuracy, safety-critical steps, and compliance requirements. AI should never be the final authority on operational procedures.

Frequently Asked Questions

Yes. AI brainstorms improvement ideas using Lean and Six Sigma methodologies, documents processes, identifies bottlenecks, and drafts change management communications. Process changes should be validated by experienced operations professionals.

The course teaches a mandatory review workflow: AI drafts the SOP structure, then subject matter experts review for accuracy, safety-critical steps, and compliance requirements. AI is never the final authority on operational procedures.

AI excels at supply chain documentation, vendor communication, and analysis support — RFPs, vendor scorecards, logistics SOPs, and market research summaries. For optimisation calculations, specialised tools are more appropriate.

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