Business Process Automation Software

Automation Is about More Than Reaching Peak Efficiency

business process automation software example

Business Process Automation (BPA)

Business Process Automation software uses business rules and automated tasks to perform processes that accomplish a specific business goal. The goal could be as simple as allowing an employee to request vacation time or as complex as developing a new product. All activities around these processes are tracked and analyzed for efficiency.

Why is this important? Simply put, humans make mistakes and are the key drivers of innovation in any business because the software can’t think for itself. This means that when your employees spend time on repetitive processes instead of thinking of ways to grow your business, you risk manual errors (that must be corrected with additional time) for little benefit. Hence, process automation reduces errors and frees up your employees’ time and energy, in addition to improving efficiency.

Why Is Business Process Automation Software Used?

By automating business processes, especially those that are traditionally handled manually, significant benefits can be realized:

  • Greater Productivity
  • Improved Job Satisfaction
  • Increased Efficiency
  • Full Audibility and Tracking
  • Improved Accuracy

Automation is often part of a business process management suite that includes other tools to help define, model, test and manage a portfolio of business processes.

Several process automation applications are available in the automation ecosystem today, which you use will heavily depend on your business, your industry, and the various challenges you’re experiencing. However, the benefits of process automation through software, applications, and other tools are universal. They should be a goal of any company looking to grow and cut costs without sacrificing the quality of work. 

On this page, we’ll walk through the value of automation software and how your business can use these various automation applications and tools.

How to Build an Automated Process

Using a drag and drop user interface, automated processes are designed to follow existing processes or improve them. In most cases, the process is documented using a process modeling tool and then reviewed by all stakeholders for accuracy. Once the static design is approved, work begins by designing the process, including forms, tasks, recipients, alerts/notifications, etc. This is done using business process solutions that include pre-built tasks (complete form, submit approval, hand-off to another person, etc.) that can be arranged sequentially or in parallel.

BPM Software Example

Business Process Automation allows businesses to automate processes and then improve on them. (Click for Larger)


Video: Build an Automated Process in Under 5 Minutes

Process builders can insert business rules between tasks that decide the path. For instance, you may set up a business rule that automatically routes a capital budget request to the CFO if it's more than $50,000. Or you might route a form back to the submitter if the reviewer needs more information. These rules are critical to managing the flow of tasks in a non-linear workflow. Whatever your organization’s choice of BPA applications, you should be able to set up workflows that follow this simple path-based architecture.

Launching New Processes With Process Automation Tools

Once processes are built and tested, it's time to roll them out to the users. In some cases, this could be the entire employee population; in other cases, it could be a single department, outside vendors, or customers. In most automation applications, access to processes is provided through a Web portal where users can submit requests, check statuses, or complete tasks depending on their role. This self-service portal houses all procedures and forms, but many employees will also interact through email alerts.

For instance, a manager may receive an email alert indicating approval is needed for a new hire. The manager clicks "Approve" in the email, and the BPA system updates the task and moves forward with the next step.

Meanwhile, the employee who submitted the approval request can track its status throughout its journey. When an organization has multiple approval levels and gatekeepers, this becomes extremely valuable for the requester. It also reduces the need for phone calls, status updates, and emails to find an answer.

Business Process Automation Software Examples

Broadly, BPA is used for Task Management, Employee/Customer Service, Operations Management, and business process compliance. Any department in your business operating with manual processes, from sales and marketing to IT, can benefit significantly from adopting the right software and using the proper tools.

Here are some specific examples of processes that can benefit from automation solutions:


Security Incidents

Security Access Requests

New Project Requests

New Account Setup

IS Service Requests

Change Requests


CapEx/AFE Requests

Expense Approvals

Salary/Wage Changes

AP Automation


Campaign Approvals

Collateral Approvals

Brand Management


Resource Scheduling

Office Relocations

Move Requests

Facility Access


Quote Approvals

Pricing Discounts

Proposal Approvals

Product Discounts


Legal Holds

Contract Reviews

Client Intake

Human Resources

Benefits Changes


New Hire Management

Employee Onboarding

Employee Offboarding

Vacation Requests


General Procurement

Capital Approvals

Vendor Management

Invoice Approvals

Product Pricing

Video: BPA Software from Integrify

Why Automated vs. Manual Processing?

There are many reasons why automated processing is superior to manual methods. While an automated system can never replace employees' intelligence and non-linear thinking, it CAN reduce the time employees spend performing tedious and unrewarding tasks that steal time from more important work.

Here are just a few of the advantages of automated processing:

  • Reduced manual handling
  • Reduced errors
  • Reduced approval cycles
  • Policy compliance adherence
  • Improved visibility
  • Improved employee satisfaction
  • Continual process improvement
  • Better workload management

You will, at some point, hear that automation systems may jeopardize certain positions and roles. While this can sometimes happen, in our experience it leads to people being able to focus on more value-add activities. If there are roles, whose primary function is to move information from one person to another, 

Who Owns Your Processes?

While IT or the business applications team may own the software solution for automating your processes, many owners exist as with any digital transformation. To achieve actual operational efficiency, the members of any strategy should be considered its owners.

Through "citizen development" and collective process improvement, departments and organizations truly streamline processes and provide reduced operational costs. Anyone associated with the process can provide ideas and feedback to help reduce friction, avoid bottlenecks, and avoid re-work.

It also means that some employees who lack development skills but are technically inclined and understand the full scope of the process can edit the automation by adding tasks, changing assignments, and routing information.

How About RPA (Robotic Process Automation)?

Solutions like Integrify can be integrated with RPA software to manage workflow and simulate human-centric tasks like entering data, moving between applications, analyzing documents, etc. See our Robotic Process Automation overview to learn how Integrify can integrate with RPA.

RPA integration can be a powerful boost to any process application suite because it reduces the necessary work you need to rely on your human team members. This not only reduces the chances of human error, it also frees up your employees and managers to do other work rather than spending time on processes.

Looking for the ROI on Technology-Enabled Automation for Business?

We've produced several tools that show the return on investment you'll gain when switching from manual to automated workflow across the enterprise. We hope you’ll be convinced of the need for automation in general and the need to use reliable, powerful software and tools to make the process streamlined and effective. 

Check out our ROI Calculator and download our Workflow ROI Guide. Please request a demonstration if you'd like to see Integrify's automation platform in action. We’ll be happy to show you what Integrify’s software can do for you and your business.

Interested in Automating Business Processes?

We have various resources to help you navigate an automated workflow. For further information on automating your business and streamlining your processes, check out the Integrify blog, where we write about productivity, automation, and the various tips and tricks you need to combine the two.


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