15 Business Process Automation Examples to Improve

business process automation examples

Lead nurturing is another great process to automate if you have the right technology. This can be in the form of email programs such as a welcome series or reactivation series, or content promotion like targeted ads. If there’s one task you automate, payroll is a strong contender when looking at the amount of work you can take off your team’s plate. These capabilities will not only give time back to your team but can also help your organization compete in the market and assist with future growth strategies. By automating busywork like managing project initiatives, you can auto-assign team members, easily shift due dates, and notify stakeholders of changes. Improves patient understanding of post-operative care, reduces complications, and promotes faster recovery times.

Example 6: Project Management

  • RPA falls under the umbrella of BPA, but is focused on automating routine, repetitive tasks that mimic human interactions with software applications, like data entry or transferring data between applications.
  • The automated approach uses technologies, like process mining, process capture, and process intelligence, to create a similar result.
  • Before they modernized underwriting with process automation, the process would take place across multiple systems.
  • 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.
  • During the Implement step—sometimes called the Execute step—put your model into action.
  • It also standardizes your work processes and allows operations to function with more predictability – meaning, consistent outcomes can be expected.

Instead of tackling business processes, a PMO aligns your organization around project management best practices, defines how to execute core processes, and aligns strategic initiatives across the organization. Instead of homing in on a specific workflow, BPM aims to improve efficiency and effectiveness across your organization. BPM in human resources (HR) can automate and optimize various processes like recruitment, onboarding, employee performance management, and leave requests. This results in a more effective HR department, which enhances employee satisfaction and talent management. Business process management isn’t just effective for large, enterprise organizations—even small teams and small business users can benefit. If you have a business strategy with key business objectives, BPM helps you optimize processes and achieve those objectives.

Take control of your workflows today

business process automation examples

Standardized processes are easier to understand and manage and simpler to scale as the business grows. With businesses using more and more different applications, a lot of business processes can involve multiple business applications. To streamline the recruiting process, a large marketing firm brings automation to their HR processes by synching their job board account with their applicant tracking system. As applications come in, candidate profiles are automatically logged as software scrapes their resumes. Candidates who don’t meet essential requirements get segmented to one list, while candidates who do meet requirements are segmented to another.

Example 14: Customer Engagement

business process automation examples

Utilize machine learning to analyze risk factors and identify suspicious activity. Implement Robotic Process Automation (RPA) bots to compare and match transaction data between internal systems and external sources. Configure bots to flag discrepancies and automatically generate reconciliation reports. Click here to download our free 111 page ebook on how to automate the tasks you hate at work using Zapier.

business process automation examples

Get Creative with these Real Life Examples of how Zapier can Ease Your Workload

business process automation examples

While robotic process automation (RPA) focuses on software robots that handle individual tasks that mimic human interaction, BPA takes a big picture approach to improve efficiencies throughout your business. Here are 15 different examples of automation to show you how companies are using business process automation to their advantage – all of which can be performed using Automate. The Appian AI Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish.

  • BPA is a planned, high-level effort to automate multiple manual tasks within a process to improve productivity and efficiency.
  • While BPA and RPA are focused on automating processes and tasks, BPM takes a broader approach.
  • This reduced the pricing approval process by 85%, accelerating turnaround time and winning Kyocera new business.
  • During the Optimize step—sometimes called Automate—continue to tweak and improve your business process.
  • They also free up human resources, allowing them to focus on more value-added activities that require creativity, critical thinking, and problem-solving skills.
  • Process automation enables the efficiency and productivity of your processes, in turn improving your business processes.
  • Even automated acknowledgements allow your audience to feel appreciated until further action can be taken.
  • Zapier is a powerful tool for automating tasks and workflows by connecting your favorite applications.
  • When new projects come in, they’re immediately assigned to a team member with availability.
  • You may have gathered by now that Zapier is incredibly popular for managing customer data and email lists, with Ucademics being no exception.
  • Click here to download our free 111 page ebook on how to automate the tasks you hate at work using Zapier.

Automating these processes can significantly increase the likelihood of retaining new hires and minimizes onboarding errors. In this article, we outline 10 business process automation examples to help you identify the right automations for your business. Plus, we walk you through five simple steps for implementing a new automation. Business process automation can be used to improve just about any business process, delivering greater efficiency, cutting costs, freeing up time, and allowing you to deliver better customer service.

It combines powerful project management tools with workflow automation features. Zapier is a powerful tool for automating tasks and workflows by connecting your favorite bpa business process automation applications. Contract management systems help organizations get rid of paper-based processes while offering transparency and consistency when negotiating contracts.

Sales and Marketing Processes to Automate

Business process automation examples in a mining company

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