How to Automate Business Processes: Streamlining Your Operations

01 Nov 2023

In 2024, the adoption of intelligent automation is rapidly becoming the norm. With over 80% of organizations gearing up for automation, it's essential for CIOs and business leaders to understand how to automate business processes effectively. 

Automation isn't just a buzzword; it's a powerful tool that can streamline operations, cut costs, and improve productivity. 

This article is your comprehensive guide to business process automation (BPA), providing insights into what it is, examples of its application, why you should adopt it, and how to do it right.

What is Business Process Automation (BPA)?

Business Process Automation (BPA) is the application of technology to automate manual, repetitive tasks, freeing up employees to concentrate on critical responsibilities. This automation is a pathway to reduce costs, enhance efficiency, and streamline workflows. 

When correctly implemented, BPA can lead to significant labor cost savings, with approximately 30% of business leaders reporting such benefits.

It's important to differentiate BPA from Business Process Management (BPM), which is a broader discipline focused on managing complex organization-wide processes using various methodologies.

Why Should You Automate Business Processes?

There are several compelling reasons to embrace business process automation:

1. Stepping Stone to Digital Transformation
BPA can serve as a stepping stone towards a culture of continuous digital transformation. It allows you to start with select processes in need of improvement and gradually expand your automation initiatives.

2. Increased Clarity
Automation demands a clear understanding of the processes involved, promoting clarity from the outset. Process mapping provides insights into gaps between current and ideal processes.

3. Streamlined Processes
BPA inherently streamlines processes, offering clear accountability, customizable notifications, valuable insights, and faster turnaround times. This streamlining allows you to focus on value-added tasks and eliminate wasteful activities.

4. Compliance Records
BPA records every detail of a process, ensuring compliance during audits. It provides a documented history of actions and activities related to a specific process.

5. Standardized Operations
Automation ensures consistent and reliable outcomes every time, improving your organization's reputation as a reliable partner and enhancing customer trust.

6. Increased Customer Satisfaction
By consistently meeting promised standards and streamlining processes, BPA enhances customer satisfaction, setting your company apart in the competitive market

Business Process Automation (BPA) Examples

BPA covers a wide range of applications, improving efficiency, accuracy, and cost reduction across multiple business processes. Here are some BPA examples

1. Employee Onboarding
Employee onboarding may involve numerous tasks, from gathering personal information and arranging training sessions to setting up bank accounts. Without automation, this process can lead to paperwork overload, missed tasks, dissatisfaction among employees, and reduced productivity.

BPA streamlines this process, ensuring smooth transitions and visibility into the status of each step.

2. Purchase Orders
Purchase order requests are common in organizations. Without automation, delays in approvals, productivity loss, incomplete records, and errors in the purchase order can occur.

BPA platforms improve accountability, transparency, and accurate data recording, streamlining the entire process.

What Business Processes Should You Automate?


Business process automation is not limited to specific functions; various factors can indicate the need for automation.

These factors include high-volume tasks, multiple involved parties, time sensitivity, significant impacts on other processes, and requirements for compliance and audit trails. If an activity meets these criteria, it's a strong candidate for automation.

Typical Processes You Can Automate

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

Benefits Upon the Implementation of Business Process Automation

After implementing BPA, organizations can expect several benefits:

Enhanced productivity
Cloud-based BPA tools provide easy access to data from any location, increasing productivity and efficiency.

Reduced costs
Fewer manual interventions and streamlined processes lead to cost savings.

Error detection and resolution
Identify and resolve issues as they occur, with performance reports offering insights for proactive measures.

Improved transparency
Monitor processes in real-time, improving accountability and visibility.

Optimal workforce allocation
Automating routine tasks allows employees to focus on higher-value tasks requiring human judgment.

Ongoing efficiency
BPA, based on the principle of continuous process improvement, leads to increasing efficiency over time.

Best Practices for Business Process Automation

Successful BPA implementation requires a pragmatic approach. Here are some best practices to ensure success:

  • Start with a clear understanding of tasks, responsibilities, and timing.
  • Define clear goals to save time and ensure measurable success.
  • Measure results in phases, avoiding disappointment if instant results aren't achieved.
  • Allocate adequate time for employee training and adjustment.
  • Adopt a long-term perspective to maximize ROI.
  • Use ready-made solutions when available.

5 Easy Steps to Implement BPA

If you're ready to implement BPA, follow these five steps:

  1. Identify Tasks to Be Automated
    Use process mapping to identify repetitive tasks suitable for automation within your organization.
  2. Outline Business Goals
    Define your current goals, how automation will help achieve them, and how success will be measured.
  3. Select the Right Tool
    Choose a BPA tool that's easy to use, flexible, scalable, and integrates seamlessly with your existing software stack.
  4. Change Management
    Provide training and tutorials for staff, create a change-friendly culture, involve your team, and offer ongoing education through training sessions.
  5. Monitor and Measure
    Continuously monitor key performance indicators (KPIs) and adapt BPA tools as necessary to align with evolving business needs.

In Conclusion

Business process automation is a powerful tool to drive efficiency and productivity in the modern business landscape. Understanding what processes to automate, why to automate them, and how to do it effectively is key to staying competitive and future-proofing your organization.

Tap into the great potential of BPA and take a step towards a more streamlined and efficient operation in 2024 and beyond.