Business Process Automation

Business Process Automation Is About More Than Just Efficiency

 

Definition of Business Process Automation (BPA)

Business Process Automation uses business rules and automated tasks to perform processes that accomplish a 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 It 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

How to Build an Automated Process

Using a drag and drop 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 workflow automation software that includes 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)

Rolling Out the 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.


Process Automation Examples

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


IT/IS

Security Incidents

Security Access Requests

New Project Requests

New Account Setup

IS Service Requests

Change Requests

Finance

CapEx/AFE Requests

Expense Approvals

Salary/Wage Changes

AP Automation

Marketing

Campaign Approvals

Collateral Approvals

Brand Management

Facilities

Resource Scheduling

Office Relocations

Move Requests

Facility Access

Sales

Quote Approvals

Pricing Discounts

Proposal Approvals

Product Discounts

Legal

Legal Holds

Contract Reviews

Client Intake

HR

Benefits Changes

Timesheets

New Hire Management

Employee Onboarding

Employee Offboarding

Vacation Requests

Purchasing

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

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 processes across the enterprise. Check out our ROI Calculator and download our Workflow ROI Guide.

 

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