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Tools and Systems to Support Productivity and Efficiency
Overview
About Tools and Systems to Support Productivity and Efficiency
This module is designed for finance professionals seeking to improve their productivity and efficiency by leveraging tools, systems, and technology to enhance decisionmaking across all facets of their role. You will build an understanding of how financial and operational technologies, including AI, can be used as practical solutions to common productivity challenges, supported by interactive content, videos, and realworld finance case studies.
Through this module, youll develop the skills to identify and evaluate suitable technology solutions to streamline workflows and improve process efficiency. By exploring applied examples such as a Power BI financial data consolidation and a Generative AI pilot in a government finance context, the learning experience will empower you to work smarter, make betterinformed decisions, and improve outcomes across your organisation.
Featuring videos, practical examples, and realworld case studies focused on financial and operational technologies, including AI, this module equips finance professionals with the tools and approaches needed to apply systems and datadriven solutions that improve productivity, decisionmaking, and organisational outcomes.
Key topics
- Technology as a solution to productivity and efficiency
- How to implement technology for maximum efficiency
- Setting up and using tools including Microsoft Copilot, Zapier, Asana, Dynamics 365 and more
This module consists of one online course with a PDF learning manual.
This module can be studied as part of the Driving Productivity and Efficiency in Finance micro-credential course, designed to provide in-depth, flexible learning.
The Driving Productivity and Efficiency in Finance course is made up of the following modules:
- Foundations of Productivity and Efficiency in Finance (1.5 CPD hours)
- Drivers of Productivity and Efficiency in Finance (1.5 CPD hours)
- Tools and systems to support productivity and efficiency (1.5 CPD hours)
- Leading Productivity and Efficiency in Finance (1.5 CPD hours)
If you have enrolled in the full micro-credential course, you will have access to the assessment. If you have enrolled in an individual module and would like to complete the assessment and gain a badge, you can purchase the assessment separately.
The assessment will be subject to security measures such as identification verification and webcam monitoring. Please ensure you read the Assessment and security policy and system requirements prior to making your purchase.
About CPA Australia Micro-Credentials
CPA Australias Micro-Credentials are based on technical and non-technical competencies and align to our Accounting and Finance Capability Framework. Our partner, Credly, will provide you with a digital badge on successful completion of the assessment. Your digital badge allows you to demonstrate your capability and achievement, and can be placed on your LinkedIn profile, digital CV or email signature.
Flexible learning options:
- Micro-credential (6 CPD hours): Purchase the full micro-credential (which includes all four modules), complete the assessment and earn a digital badge.
- Individual modules: Choose to purchase modules individually, allowing you to focus on the specific areas and capabilities that interest you.
What you'll learn
- Identify technologies that may be utilised to improve productivity and efficiency in an organisation.
- Evaluate suitability of using appropriate technology tools to streamline workflows and improve process efficiency.
Who is this for ?
This module is suited to finance professionals who want to enhance their productivity and efficiency by strengthening decision‑making through the effective use of financial and operational technologies, including AI, and applying practical tools to streamline workflows and improve process efficiency.
