Business Process Automation

About Business Process Automation (BPA)

Business process automation is a subset of digital transformation – Reimagining how organizations unite people, data, and processes to create value for customers and maintain a competitive advantage in a digital-first world. The 4 pillars of this digital transformation process are listed below.

  • Engage your customers
  • Empower your employees
  • Optimize your operations
  • Transform your products

In today’s relationship-centric and fast-changing business environment, BPA focuses on reducing the risks of mission-critical core business processes. BPA not only automates business processes but also works to simplify and improve business workflows. It allows today’s professionals to spend their time developing key interpersonal relationships while differentiating themselves in the marketplace, rather than spending hours trying to cope with processes, tasks, and team updates.

Reasons to Automate

Every day, employees schedule appointments, request approvals, revise documents, route information, and look for status updates. In many businesses, people still perform these actions manually. What happens if the sales team changes the prices and they don’t update the document you’re quoting from? Inefficiencies like these can cost your company money because they are error-prone and difficult to monitor. Businesses typically automate their processes to:

  • Remove people dependency
  • Increase productivity
  • Reduce operational costs
  • Increase focus on nurturing relationships
  • Produce faster responses to mission-critical problems
  • Eliminate paper-driven processes
  • Enforce accountability
  • Integrate multiple business applications
  • Reduce mail clutter
  • Decrease manual errors
  • Adhere to compliance
  • Create a happier workforce
  • Permit real-time transparency on activities

Who Should Automate Business Processes?

With the objective of automating as many manual processes as possible, businesses are turning to the principles of BPA to foster improvement. Each industry has different BPA needs, but BPA can improve every industry.

Trading and Manufacturing Industries

  • Automate project activities and product lifecycles
  • Integrate CRM and ERP systems
  • Customer support services
  • Ensure error-free warehouse management and procurement processes
  • Provision secure documents and data repositories
  • Enable mandatory quality and compliance processes
  • Easily access productivity and MIS reports
  • Better manage field service activities

Insurance Industries

  • Manage portfolios, accounts, and contacts
  • Distribute knowledge assets
  • Automate billing systems
  • Easily analyze risk liability
  • Create transparent credit and money transfers
  • Provision secure compliance and document management processes
  • Integrate the core line of business systems
  • Automate manual node tasks
  • Create knowledgeable customer service teams

Getting Started on a Business Process Automation Project

With the objective of automating as many manual processes as possible, businesses are turning to the principles of BPA to foster improvement. Each industry has different BPA needs, but BPA can improve every industry.





  • Simple but critical tasks
  • Auditing and compliance processes
  • Document management
  • Approvals and consultative processes
  • Decision-based, but able to be addressed by a machine (matrix-answered)
  • All repetitive manual tasks
  • Purchasing processes management
  • Sales and marketing automation
  • Manufacturing productivity
  • Analytics and data-driven operational processes
  • Aggregating data from multiple systems
  • Service and resource lifecycle management


Organizations that embrace BPA will cut costs, save time, and use their manual workforce to solve more intelligent problems. These organizations let machines do the rote tasks while eliminating the chance of human error.

  • Never miss deadlines
  • Customer-focused employees
  • Email notifications, personal task dashboards, reminder and escalation engines
  • Detailed analytics on productivity
  • Immediate mitigation strategies to risks
  • Effective organizational change
  • Adaptive and flexible processes
  • Parallel execution
  • Integrates with SAP, Java, Oracle, and other systems
  • Audit trail

A Partner in Your Journey

As a BPA consulting and implementation partner for more than 100 satisfied organizations, our consultants follow a simple 4-step strategy


  • Processes
  • People
  • Partner
  • Technology


  • Disentangle
  • Reduce
  • Parallelize


  • Define
  • Document
  • Set SLA


  • Quick wins
  • Iterative
  • Feedback
  • Identify and segregate the process components and strip out redundancy
  • Simplify, standardize and disentangle processes, making the process repeatable and automatable
  • Use rapid development tools and replace manual processes with automation
  • Make it optimal and intuitive based on quick feedback received from users.
  • Sustain the process. Keep going and improving, because there is no such thing as a perfect process!

While not a complete list, these are a cross-section of some of the key processes we have automated. In ideal processes, the core definition is made up of four main components – Actors, Activities, Results, and States.

Once key workflows are in place, it is a simple process to optimize results. It becomes easier to visualize where waste can be eliminated and efficiencies can be created. Connect with us at [email protected] to know more and about our BPA solutions.

Accelerate BPA Adoption with ProcessHub

The ProcessHub provides users with a cockpit-like view of the processes that they are involved in. Regardless of what process you automate, the ProcessHub brings the interaction into a unified view that is intuitive and modern.

ProcessHub Benefits :

  • Reduce training efforts
  • Reduce time spent in searching for available services
  • Humanize your processes by adding including the relevant metadata
  • Gamify your processes to improve overall efficiency
  • Drive adoption and increase ROI on your BPA investment

ProcessHub Features :

  • Pin important services to the dashboard
  • Allow users to mark certain services as favorite for easy reach
  • Include important metrics for your processes right within the users’ view
  • See pending tasks by importance irrespective of the service involved.
  • See pending service requests

Success Stories


Automate your Business Processes now!

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