What Is Business Process Automation? Examples and Benefits

business process automation examples

Connecting a customized RSS feed to their Hipchat channel with Zapier allows Meldium to both engage with their customers more and pitch to the right reporters. [ Download our Free Ebook ] – Click here to download our free 111 bpa business process automation page ebook on “How to automate the tasks you hate at work using Zapier“. Intelligent automation can change how work gets done, but organizations need to balance operational efficiencies with evolutionary workforce changes.

business process automation examples

Automated Event Log Monitoring

Automatic role assignment and task delegation within a project can enhance productivity by eliminating manual delegation and tracking of responsibilities. The manual process of reaching out to influencers, keeping track of their responses, and following up can be time-consuming. Automating this process can save your team a significant amount of time and resources.

stages of the business process management lifecycle

BPM, whether in sales, HR, or finance, can have a substantial impact on a company’s success and competitiveness. A healthcare provider could use process mining tools to analyze patient flow through its facilities. The insights gained may lead to improved scheduling and resource allocation, which could significantly reduce wait times and enhance patient satisfaction.

Automate Claims Processes

Similarly, robotic process automation (RPA) can be used as part of a broad-level business processes automation strategy. Where BPA looks at automating an entire complex process, RPA involves the use of software-based bots and/or machine learning to mimic individual human actions. This way, it can play a role in improving efficiencies by automating tasks that would otherwise take up the attention of flesh-and-blood employees. However, the relationship between automation and business processes is not always clear, and one of the best ways to understand it is by looking at examples, which is exactly what we’ll do in this article.

  • Pick a tool that offers the specific features you need, integrates seamlessly with your existing systems, and is user-friendly.
  • If you’re submitting the request, you’re required to fill out a form and send it to purchasing.
  • They saved around 2-3 hours every month (hey, that could add up to an employee’s whole working week) by using Zapier to automate the process of lead handoffs, customer calls and noting the sale in Hubspot.
  • If you’re looking to build an email base filled with high-quality leads, you need to entice website visitors and convince them to sign up.
  • For more complex customer needs, the chatbot gives users the option of staying on the chat or receiving an email.

business process automation examples

BPM software is technology created to help you map and capture business processes. A BPM suite of tools helps your organization understand, monitor, and streamline business processes. Critically, business process management doesn’t just help create a more efficient or effective business—it does both, at the same time. Without being efficient, effective processes may take more time to complete than necessary. Similarly, when efficient processes aren’t also optimized for effectiveness, they may be quick—but accomplish the wrong thing. To learn more about how to achieve both, read our article about the difference between efficiency and effectiveness.

Marketing processes

business process automation examples

  • The main objectives of BPA are to enhance operational efficiency, minimize errors, standardize processes, and liberate employees to concentrate on more strategic, value-added activities.
  • For example, when a new case is opened in Clio, Zapier will create a new Gmail label for thread tracking, log working hours in Toggl, create a new list in Wunderlist and even log the case in Google Sheets.
  • Without a big picture view of your company processes, you have no way of knowing how efficient and effective those processes are.
  • Chatbots are computer programs that use natural language processing (NLP), machine learning (ML), and artificial intelligence (AI) to process human interactions.
  • Then, analyze the results, identify areas for improvement, and refine your automation strategies accordingly.
  • Artificial intelligence mimics the problem-solving and decision-making capabilities of human intelligence to support customers and your human workforce to optimize workflows and efficiency.

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