Business Process Automation Software

Business Process Automation Is About More Than Just 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 BPA 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.

How to Build an Automated Process

Using a drag and drop user interface, automated processes are designed to follow existing processes or improve on 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 actual 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.

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

Between tasks, process builders are able to insert business rules that make decisions about the path to take. 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.

Rolling Out the New Process

Once processes are built and tested it's time to roll them out to the relevant users. In some cases this could be the entire employee population, in other cases, it could be a single department, outside vendors or customers. 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 processes 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 simply clicks "Approve" in the email and the process automation system updates the task and moves forward with the next step.

Business Process Automation Software Examples

Broadly, BPA is used for Task Management, Employee/Customer Service, Operations Management, and Process Compliance across all departments. 

Here are some specific examples of processes that can benefit from business process 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


Benefits Changes


New Hire Management

Employee Onboarding

Employee Offboarding

Vacation Requests


General Procurement

Capital Approvals

Vendor Management

Invoice Approvals

Product Pricing

Video: Business Process Automation from Integrify

Why Automated vs. Manual Processing?

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

How About RPA (Robotic Process Automation)?

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

Looking for the ROI on Technology-Enabled Automation?

We've produced a number of materials that show the return on investment you'll gain when switching from manual to automated workflow across the enterprise. Check out our ROI Calculator and download our Workflow ROI Guide. If you'd like to see Integrify's automation platform in action, please request a demonstration.

Interested in Automating Business Processes?

We have a variety of resources to help you on your journey to an automated workflow.

Automate Any Business Process

To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.

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Integrify is a leader in Mid-Market Business Process Management on G2

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