Streamline Your Business Processes

Business Process Automation

Realize efficiency gains through smart automation of your business processes.

The adoption of automation and AI is rapidly increasing across the global business landscape for the last couple of years. Over the next decade and beyond, the adoption of AI and automation technologies in the workplace is set to rise to even greater levels, transforming how today’s modern professionals get work done in a multitude of ways.

Moreover, business automation will evolve how organizations operate, how they hire, how they approach their customers and much more. In other words, there are many examples to give regarding how automation is predicted to change the very fabric of organizations and their cultures.

But what about the day to day changes? Why are businesses automating, and how do you know it’s time to automate? Decision-makers in organizations are burdened with questions about the how, why, and when of automation. No two businesses are the same and they all have their own unique set of risks when it comes to implementing emerging technology. This leads to a situation where people don’t know when to act. Businesses may worry that automation isn’t for them. Maybe they believe that automation is only for large enterprise organizations. Or the other way around, maybe they feel confident that their enterprise is functioning well enough without it.

With this article, we aim to answer these questions and demonstrate why automation is for all businesses, how it’s particularly crucial for enterprise-level businesses, and how the time is now.

What exactly is business process automation?

Business process automation (BPA), also known as business automation, is the technology-enabled automation of complex business processes. Business process automation can streamline an organization for simplicity, achieve digital transformation, increase service quality, improve service delivery or reduce costs. It consists of integrating applications, restructuring labor resources and using software applications throughout the organization.

Business process automation is the use of technology to execute recurring tasks or processes in a business where manual effort can be replaced. It is done to minimize costs, increase efficiency, and streamline processes.

Business process automation is not to be confused with business process management, which is a larger discipline involving the management of complex organization-wide processes using different methodologies.

Why should you automate business processes?

Even though there are no two organizations which are the same, there are various compelling reasons to automate your organization’s business processes.

Stepping stone to digital transformation

Digital transformation can seem like a lofty overwhelming goal for organizations. Business process automation can be a stepping-stone to adopting that culture of continuous transformation. You can start with a few processes that are clearly in need of course correction and gradually work your way up.

Get more clarity

Automation demands a certain amount of clarity about the process right at the designing stage. If you don’t know the tasks involved and the people responsible for running the process, you are not able to design and automate the workflow effectively.

Subsequently, process mapping can provide clarity to all employees and serve as a training resource as well. The insights you gain from analyzing an automated process can clearly show you the gap between your process as is and as it should ideally be.

Streamline your business processes

One of the great outcomes of a process automation system is streamlined processes. Clear accountability, customizable notifications, valuable insights, and faster turnaround times make it easier to eliminate wasteful activities and focus on enhancing tasks that add value to your organization.

Get ahead of compliance

With business process automation, every detail of a particular process is recorded. This information can be presented to demonstrate compliance during audits and is becoming more important due to the steep increase of data protection laws and regulations globally.

Standardize your operations

When you automate a business process, you can expect a consistent standard of outcomes every time. Standardization helps position your organization as reliable, which in turn can help increase your customer base.

Increase customer satisfaction

Customer satisfaction is a key differentiator in any industry. Focusing on process and operational excellence helps you exceed customer expectations with ease. When you consistently meet promised standards, customers are more likely to develop a preference for your company.

What business processes should you automate?

Business process automation is not restricted to a handful of functions. Some factors that can indicate the need for automation include

  1. High-volume of tasks
  2. Multiple people required to execute tasks
  3. Time-sensitive nature
  4. Significant impact on other processes and systems
  5. Need for compliance and audit trails

If an activity meets all the criteria listed above, it’s very likely you need to automate your business process.

To give you a clearer picture, here are some commonly automated processes in organizations.

  • E-mail and push notifications
  • Helpdesk support
  • Creating customer case studies
  • Data aggregation and migration
  • Backup and restoration
  • Employee leave requests
  • Procurement
  • Call center processes
  • Sales orders
  • Time and attendance tracking
  • Payroll
  • Invoicing
  • Collections
  • Product launches
  • Lead nurturing

Benefits of using business process automation tools

Once you have automated your business processes, you can expect to see multiple benefits.

  1. You’ll see a boost in productivity brought about by enhanced access. Cloud-based business process automation tools store your data in a central database and may be integrated with your document and email management system. This helps you access data from any location or device whenever you need it.
  2. Your business processes will become much more transparent. You can track and monitor processes while they are running, which can improve accountability and visibility.
  3. The ability to monitor processes on the go will also help you keep a lookout for errors, fixing them as they occur. Performance reports will arm you with insights so you can take preventive measures against recurring errors.
  4. From a long-term perspective, you’ll begin to notice faster turnaround times and a reduction in costs due to fewer manual interventions.
  5. You’ll also find yourself in a position to enhance your workforce allocation since the application will handle all mundane recurring tasks. This way you can redirect your employees into tasks that necessitate human effort and judgment.

A business process automation system will ultimately enable growing business efficiency. Since it is based on the notion of continuous process improvement, efficiency levels will keep increasing responsively.

Best practices for business process automation

Merely signing up for a business process automation tool may not guarantee success. You’ll need to take a pragmatic thorough approach to automate your business processes.

We’ll share some pointers on how you can make automation a success.

  • Start with a clear understanding of what tasks are involved, who is responsible, and when each task is to be executed.
  • Ensure that you have clearly defined goals when you automate a business process. This will save a lot of time in course correction.
  • Measure results with a phased approach. Many organizations are disappointed when the results don’t materialize overnight.
  • Invest adequate time in training employees and factor in an adjustment period.
  • Adopt a long-term outlook to experience good ROI.
  • Use ready-made solutions where available.

The benefits of smart automation

Automation serves as a catalyst for your organization, making work easier and more efficient. Through smart automation an organization can address a variety of common challenges:

  • Errors, risks, and high costs associated with routine tasks and manual processes
  • Difficulty performing operations at scale
  • Slow time to value for applications and services
  • Inefficient workflows and operations
  • Trouble keeping pace with increasing changes, demand, and infrastructure size
  • Lack of time to focus on high-value initiatives
  • Disconnects between teams using multi-step processes to solve common issues

How we support your business

We are a full-service provider for businesses seeking best-in-class information management solutions and expert services. Partnered with the world’s best technology providers, we have the experience and technology to deliver digitization and automation tailored for your team.


Document & Email Management

Manage business critical content securely in a centralized repository and fully leverage information in your documents and emails.

Learn More