Process Automation Best Practices

When a company is transitioning its process to a BPM (Business Process Management) structure, it can be difficult to determine which workflow tasks are better suited for automation and which ones are better left manual. Many experts in the industry agree that in order to succeed at automating your workflows, you’ll depend on three main practices.

Take a look at these 3 process automation best practices, so you can make sure you and your team are automating correctly on the track for success.

Process Automation Best Practices: the road to success

Define Specific Goals

If you are going to implement automation into your process management, you are going to first need to define specific automation goals – what you hope to achieve by automating those specific tasks.

Adopting BPM can be expensive during the initial phases (or not, if you choose to automate using cost-effective process automation tools, such as Pipefy) which is why you need to have a plan and review results regularly to determine whether or not the investment is worth it for your company.

Train Employees

In order to successfully incorporate process automation into your management practices, you are going to have to thoroughly train your employees – another reason why you should go for an easy-to-use, intuitive tool, such as Pipefy.

While training your team, make sure that every employee is fully aware of his or her role in the process. Training won’t happen over night, it’ll take some time (and maybe extra costs) to train your employees, but you should see this as an investment: it’s much better to have a fully trained, informed team than an inefficient one.

Have a Backup Plan

While process automation technology is great, it is not 100% reliable. For example, a power outage, glitch or server error could shut down your whole system in a heartbeat. This is why it is necessary to have a backup plan that involves people handling the automated tasks when you can’t rely on automation.


Now that you have learned about the 3 best process automation practices, it’s time to put them to use for your business.

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Written by Isabelle Salemme, Product content manager at Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being responsible for all product-related content, she's an avid reader, a coffee lover and a professional photographer.