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 Duration 14 hours

Course Outline

Foundational Overview: AI Builder and Low-Code Artificial Intelligence

  • Core functional capabilities and applicable operational use cases
  • Licensing frameworks, governance policies, and tenant-level architectural considerations
  • Strategic integration with the Microsoft Power Platform ecosystem, including Power Apps, Power Automate, and Dataverse

Optical Character Recognition (OCR) and Form Processing: Handling Structured and Unstructured Data

  • Distinctions between predefined structured templates and variable free-form document formats
  • Protocols for preparing training datasets, including field labeling, sample diversity requirements, and quality assurance standards
  • Development of AI Builder form processing models and rigorous assessment of data extraction accuracy
  • Post-extraction data management strategies, encompassing validation checks, normalization procedures, and robust error handling mechanisms
  • Practical laboratory exercise: Executing OCR extraction across varied form types and incorporating results into automated processing workflows

Predictive Analytics: Classification and Regression Models

  • Defining problem scopes: Distinguishing between qualitative (classification) and quantitative (regression) analytical tasks
  • Methodologies for feature engineering and managing data integrity issues, such as missing values, within Power Platform environments
  • Processes for training, testing, and interpreting key performance indicators, including accuracy, precision, recall, and root mean square error (RMSE)
  • Ensuring model transparency, explainability, and adherence to fairness standards in operational contexts
  • Practical laboratory exercise: Developing a custom predictive model for customer retention analysis or numerical forecasting

System Integration: Power Apps and Power Automate

  • Deploying AI Builder models within both canvas and model-driven application architectures
  • Designing automated workflows to process extracted data and initiate prescribed business actions
  • Architectural design patterns for ensuring the scalability and long-term maintainability of AI-enabled applications
  • Practical laboratory exercise: Implementing a comprehensive end-to-end scenario involving document ingestion, OCR processing, predictive analysis, and workflow automation

Adjacent Process Mining Methodologies (Optional Module)

  • Utilizing Process Mining to identify, analyze, and enhance operational workflows through the examination of event logs
  • Leveraging Process Mining insights to refine model inputs and establish continuous improvement cycles
  • Case study application: Integrating Process Mining findings with AI Builder to minimize manual intervention and exceptions

Operational Readiness: Governance, Compliance, and Performance Monitoring

  • Adherence to data governance, privacy regulations, and compliance standards when processing sensitive information using AI Builder
  • Managing the full model lifecycle, including periodic retraining, version control, and continuous performance oversight
  • Strategies for operationalizing models through alerting systems, performance dashboards, and human-in-the-loop verification processes

Conclusion and Future Recommendations

Requirements

  • Practical experience with Power Apps, Power Automate, or the administration of the Power Platform
  • Foundational knowledge of data concepts, basic machine learning principles, and standard model evaluation techniques
  • Proficiency in working with datasets, including the use of Excel or CSV formats and basic data cleaning procedures

Target Audience

  • Power Platform developers and enterprise solution architects
  • Data analysts and process owners seeking to implement AI-driven automation
  • Business automation leads responsible for document processing and predictive analytics use cases

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