What is business process automation?

automation process

If you are looking for such an automated expense management solution, Klippa has precisely this service to offer. Over the past few years, more and more companies all around the world are driven towards automation. According to McKinsey, the amount of businesses that have fully automated at least one function have grown with a percentage of 31% in 2020. A function usually comprises multiple business processes, so this statistic indicates that the proclivity towards Business Process Automation is growing steadily.

  • You’ll need to take a pragmatic thorough approach to automate your business processes.
  • RPA can be implemented as part of BPA – since the key difference between the two is that BPA addresses the end-to-end process with a more holistic approach.
  • The requesting team fills out a form and sends it to the purchasing team.
  • Business process automation is a way for organizations to streamline their core processes end-to-end through a platform.
  • You’ll probably have to put some time into research if you want to find the right tool for whatever job may be – but to make it easier on you, here’s a couple of use-case examples.

AI and machine learning algorithms could automate other types of decisions a bot might have to make. Business processes that can be automated show up in many areas of a business, including management, operations, supply chain, HR and marketing. In general, tasks that are high volume, recurring, time-sensitive, involve multiple people, need compliance and require audit trails are good candidates for automation.

Business Process Automation (BPA) Examples

These are mere examples, as BPA can take many forms for the many specific businesses industry-wide. If you’re making the case for business process automation at your organization, or evaluating expanded use of it, understanding the full range of benefits is crucial. Perhaps you’re trying to understand how BPA could improve interactions with customers or partners or help you meet specific goals. Let’s explore some of the potential benefits of business process automation. Organizations use business process model notation diagramming and supplier, input, process, output, customer model diagramming as two workflow solutions for better operations. They can be used as a “before and after” visual guide to train employees, for instance, or to map every process improvement back to your key business goals.

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As humans, we are prone to automating tasks for as long as we’ve been a presence on this planet. We can always look at the Ancient Greeks or, for instance, Charles Babbage and his invention of the steam-powered calculator in the 1800s as some of the first forms of automation. But for an exact history of Business Process Automation, it is more useful to start with the emergence of material requirements planning systems as a predecessor of enterprise resource planning systems. Marketing, Sales, and Distribution Drive growth and increase customer loyalty. Governance, Risk, and Compliance Improve process agility for GRC requirements. At the enterprise level, businesses employ business process analysts and process architects to perform business process analysis.

Automation improved quality, communication, then visibility for more efficient task management. Businesses that have an automated process is reduced overall costs by 10 percent while also increasing their overall profits by 8% which demonstrates that BPA can effectively reduce operational costs. When your company competes in a global market, you will encounter problems with global time differences, if you don’t have offices set up around the world. When you apply BPA in the form of chatbots and other forms of automation, you can easily provide service at any time of day from one single office. Automation via software often causes you to save on employee FTEs for specific tasks, not only in terms of salary, but also in office rental sum and other related costs.

Reduced costs

Then, create separate messages you could send to the users whenever they complain about the keyword, and voila! You can’t really tell how your projects or processes are going without getting in touch with the team leader or supervisor, and even then, any kind of miscommunication can lead to a bunch of errors. For example, the same software you use for social media automation can’t be used for streamlining business operations. You’ll probably have to put some time into research if you want to find the right tool for whatever job may be – but to make it easier on you, here’s a couple of use-case examples. ProcessMaker IDPPowerful, AI-driven solutions for automated document processing.

  • The front office bots take over certain tasks in the workflow, freeing up the human workforce to tackle the more important and rewarding pieces of the process.
  • If the need ever arises, these records are easily accessible for replying to customer inquiries and demonstrating regulatory compliance.
  • SAP is a cloud-based ERP software that enables businesses to automate their business processes, manage data, and improve decision-making.
  • They set up triggers so when a user clicks on an ad and follows through with a CTA, Gmail automatically populates their name into a template and sends them a personalized follow-up email with a coupon code.

BPA helps organizations streamline processes such as employee onboarding, accounts payable, contract management and more. Business process automation involves using software to streamline and optimize key business processes. BPA can be used to improve productivity and efficiency, as well as reduce costs.

How to automate business processes

This is what makes BPA different from traditional business management— it involves using technology to improve how your company does whatever it does. For example, you could use software that helps you keep track of inventory levels and automatically orders more inventory when yours runs low. BPA has been around for decades, but only recently did people start talking about it, because of advances in technology and increased acceptance by customers. The first BPA software was introduced in the 1960s, but it wasn’t widely adopted until some time later due to a lack of compatibility with other systems. There are a few different terms that are used in discussion of business process automation.

Testing is part of the business process automation, and it is essential for the successful implementation of BPA. Moreover, BPA testing also forms the core part of quality assurance in automation. ABPD or process mining is a strategy used to bridge the gap that exists between management and the processes that get work done. It examines each step of the structured process, gathers data, and then creates a business model that will be applied during the actual automation.

What are the latest BPA trends?

For example, BPA software may offer customizable reporting or process modeling capabilities required by a BPM strategy. These include features that support process modeling, enhance collaboration, and provide data and insights into process performance. RPA refers to the use of programming code, or bots, to complete specific actions at the keystroke level. Each bot is designed for a single specific task, typically in a way that mimics human activity. For example, a bot could be designed to log into a system, copy data, and then paste that data into a spreadsheet or a form-fill of another app.

Which tasks are always done manually because they don’t require any specialized knowledge or skill? Business process automation is a way to optimize your company’s internal processes by automating them. IT automation is an umbrella term encompassing all types of automation software.

By automating these processes, organizations can reduce costs, improve efficiency, and increase their competitiveness. The first step in automating your business processes is to identify which processes are suitable for automation. Start by analyzing your existing processes to determine which tasks are repetitive, time-consuming, and prone to errors. Red Hat Process Automation Manager includes tools to streamline processes, create new business opportunities, and develop new strategies to automate the business itself.

benefits of business

When you have a large number of employees, processing vacation and leave requests can become quite time-consuming and repetitive. With an automated system, employees can easily submit an electronic request via a web portal, which is then automatically routed to their supervisor for approval. It also makes it easy for the employee to see their current requests and available leave allowance. To better understand how BPA can help improve business operations and operational efficiency, let’s take a look at some examples of manual tasks BPA can simplify. It ensures that no critical steps can be missed and no documents are lost.

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Get input from key stakeholders on process steps to eliminate, optimize and automate. “Don’t pave the cow path” is another common saying in the process automation world. The idea is that automating an existing process without first examining where it can be improved or how it should change simply speeds up existing flaws. Both BPA and BPM aim to help businesses better realize their organizational goals by improving business processes, but their purviews are different. BPA focuses on how automation can simplify and streamline a business process.

If you’re using a customer support software, such as Intercom, you can automate most of the replies. If you’re a software company, you probably have a customer support form online on your website . Let’s say there’s a bug with the new update, affecting a big chunk of your users. As a manager, you get a dashboard which shows you what all of your employees are working on & how they’re doing. So if someone’s late with a deadline or there’s a bottleneck in a process, you’ll know it instantly and be able to possibly remedy it.


This is useful for internal security and also for maintaining compliance with industry regulations like HIPAA, SOX, or PCI DSS. Business process automation takes tedious, manual work out of your hands. All of the repeatable processes taking up time in your company—like transferring files, generating reports, or extracting data from unstructured sources—can be automated through a centralized workflow. BPA software exists to streamline processes and reduce the complexity of managing them all simultaneously. Think of it as a string of actions launched in multiple applications following a single action.

These are just a few of the many examples of how BPA is being used to drive innovation and growth. In the years ahead, as technology continues to advance, we can expect to see automation to evolve even more and drive even more change in the workplace and the business world. Since BPA platforms can operate at such scale and efficiency, they can vastly improve the output of the workforce and the organization.

Business is Our Business

A business process automation solution that doesn’t provide role-based security isn’t suitable for an enterprise-level automation strategy. BPA can help to streamline these processes by using artificial intelligence to automate many manual steps. If your essential procedures could use efficiency boosts, you can do one better than hiring a broke college kid to fumble through the menial tasks. Zapier can help set up business process automation, so you can cut out wasted time and frustration for customers and employees alike. As is the case with RPA, business process automation may or may not include AI solutions.


Workflow automation is the process of creating automated digital workflows to streamline and simplify business processes. It involves a combination of software, hardware, and services to define,… The necessity of a progressive approach, taking one process at a time, means that automation solutions need to be easily scalable. Businesses need to be able to move from robotic process automation to business process automation seamlessly, so they can start small with the tool that can help them automate enterprise-wide when they’re ready. In an enterprise running large-scale automation, a long list of users will probably need access to the BPA software.

Business process automation and business process analysis are complementary technologies, which confusingly use the same acronym. Business process analysis, as its name denotes, is concerned with analyzing business processes. A subset of BPA, it uses various manual and automated approaches to map and understand existing processes. Automating the process eliminates much of the paperwork, ensures all steps are completed and keeps relevant managers and employees informed. Automating business processes is a matter of understanding a process and having access to a tool that can make automation a reality. For most businesses, the tool of choice is low-code automation software.

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truckers bookkeeping service of BPA include Employee Onboarding, Purchase Orders, Customer service, HR processes, Marketing and Sales, Accounting and Finance, Data entry, and management. The term BPA, as noted, is used to characterize a collection of automation capabilities for streamlining and improving business processes. Robotic process automation is a subset of BPA that focuses on automating how humans use software applications at work. It’s attractive to businesses because it provides a quick path to automating the way humans interact with and copy data between the applications they use to do their jobs.

ProcessMaker IDP leverages the power of AI to unlock your valuable business data. The specific tasks that you choose will depend on what your business needs at the moment. For example, if you’re a small business that needs to automate its data entry, then you should look for a solution that will allow you to do so. Automating tasks can help you save time and money, but it’s important to make sure that the software you choose will actually be useful.

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