The Complete Business Process Automation Guide

Business Process Automation (BPA) is rapidly turning into an essential and empowering influence in business control and a critical business success tool. But why is that?

As we all know, a great deal has changed since the 1990s. Today, the goal is to expand automation instead of re-engineering it. Innovative progressions and distributed computing have quickened the development of process automation procedures from re-designing to automation.

However, when a company is transitioning its processes to a BPM (Business Process Automation) structure, it can be challenging to determine which workflow tasks are better suited for automation. 

This article will analyze definitions, benefits, and best practices of implementing BPA to improve your daily routine efficiency. 

What is Business Process Automation?

Business Process Automation, also referred to as workflow automation or process automation, is a strategy used by companies to automate processes and, consequently, save time and money. It consists of one or more integrations between applications to make the best use possible of the available resources.

More than merely automating email communications sent to users, BPA is an organizational transformation focused on driving efficiency, providing transparency, and standardizing recurring business processes.

Automation can happen in many forms – from sending automated onboarding messages to your customers (check our Customer Onboarding template) to integrating your entire Finance department to build an error-proof operation. 

Why Automate Your Business Processes?

Process automation usually is something desirable, but you might ask, “Is it worth the challenge?“. The answer is that it depends. But usually, yes, it’s worth it. Here you will find six reasons to start thinking about automating your processes. 

1. Quality

First of all, Process Automation guarantees excellence. Automating an operation ensures that each activity is resulting in high-quality work and dependable results.

2. Consistency

If you have automated your customer service follow-up process, for example, your clients will reliably receive the same service level in every interaction.

3. Time

Manual tasks require significant time spent. Besides, team members are inclined to make mistakes when performing repetitive tasks and can’t reliably perform to the most excellent standards.

4. Creativity

Saving managers and employees time can enable you to try new ideas and tasks that may enhance results. It also allows your team to be more creative and increases morale.

5. Efficiency

Improving operational efficiency is another benefit. Productivity is, by definition, how you use time, efforts, and costs to achieve a given goal. Automation will help you better manage those resources.

6. Costs

Manual tasks performed at a slower rate than an automated process will cost you more. Process automation allows you to achieve more with fewer resources.

How to Start Using Business Process Automation?

If BPA is the right solution for your current situation, it is time to improve your processes. The first step is mapping the workflows you want to improve and automate. Here you will find three process automation best practices to ensure your team is on track for success.

Define Specific Goals

Suppose you are going to implement automation into your process management. In that case, you will first need to define specific automation goals – what you hope to achieve by automating those particular tasks.

Adopting BPM can be complicated and expensive during the initial phases. Or it could be simpler if you choose to automate using cost-effective process automation tools, such as Pipefy. In any case, you need to have a plan and review results regularly to determine whether or not your company is having a return on those investments.

Train Employees

To successfully incorporate process automation into your management practices, you will have to train your employees thoroughly. That is another good reason to choose Pipefy, an easy-to-use, intuitive tool.

While training your team, make sure that every employee is fully aware of their role in the process. Training won’t happen overnight, but you should look at it as an investment: it’s much better to have a fully trained, informed team than an inefficient one.

Structure a Backup Plan

While process automation technology is excellent, problems could occur. A power outage, a glitch, or a server error could shut down your entire system. That is why it is necessary to have a backup plan that involves handling automated tasks when you can’t rely on automation. And also ensuring that the tool you choose to automate your processes is safe and secure.

Ready to Start Leveraging Process Automation? 

Having a clearly defined automation and technology strategy can make a big difference in establishing a competitive advantage over competitors. Automated processes can be the difference between inefficiency and achieving your company’s goals. 

If you are ready to start your business process automation, Pipefy can help you. Create a free account and start improving your processes. No credit card required.

Written by
Isabelle Wuilleumier Salemme
Head of Customer Support @Pipefy. She uses her extensive Pipefy knowledge to help users make the best of Pipefy via support and writing informative content pieces. Besides being in charge of support, she's an avid reader, a coffee lover, and a professional photographer.

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