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What is Business Process Automation (BPA)?

business process automation header image with robot on a desk

What is Business Process Automation (BPA)?

Business Process Automation represents the method of analysing and improving business processes through technology in order to improve efficiency, organisation and productivity within a company.

In short, BPA focuses on the automation of repetitive processes until the results follow a predictable pattern.

So, why is Business Process Automation important?

In order to determine the answer to this question, we first need to understand that every organisation is run differently and is often by its own set of business rules.

Therefore, when processes are not standardised, the entire structure can fall apart while chaos ensues.

However, Business Process Automation focuses on combating just that with processes being optimised until the organisation can benefit from a consistent and high quality results.

When BPA is not ensured, a company will encounter:

  • Wasted time caused by the improper use of internal resources
  • Wasted time while bouncing between product stages inefficiently
  • Human errors
  • Lack of data from the organisation structure
  • Lack of speed and agility

With BPA, a company can expect to:

  • Allow for optimum use of internal resources
  • Improve speed and agility
  • Improve communication between employees and internal departments
  • Identify task importance while working towards improving efficiency
  • Ensure day-to-day operations are under control


Business Process Management Life Cycle


What are the different types of BPA? 

With Business Process Automation being based on logical business rules, structured and unstructured data, we can identify the four following types of automation:

#1: Basic Automation

This type of automation focuses on simple jobs while giving a centralised point for all information to be stored. A simple example of Basic Automation can be using a centralised notification tool so that everyone in the organisation can be notified with recent updates.

#2. Process Automation

As the name suggests, Process Automation focuses on specific processes while aiming to increase task efficiency, consistency and transparency. Usually, Process Automation is controlled by a software application such as bpm’online which benefits from a combination of BPM+CRM functionality.

To learn more about bpm’online CRM+BPM, visit our product page here.

#3: Integration Automation

Integration Automation allows machines to observe human behaviour in order to repeat those specific actions indefinitely. This type of BPA is more complex than Process Automation and functions only if humans define the rules of Integration Automation.

The most common example of Integration Automation is represented by system processing customer support checklists with live personnel being assigned when needed in order to resolve a complaint.

#4: Artificial Intelligence Automation

AI Automation combines machine learning and big data to produce increasingly efficient business processes. AI continually makes improvements to processes based on historical data and outcomes generated by previous AI generations.

Although being a “fairly new” concept in 2018, AI Automation is the most powerful Business Process Automation methods to date and it has the most potential for future growth.

A few common use case of AI automation includes self-driving cars, purchase prediction, fraud detection, online customer support and news generation.

So, what are the benefits of BPA?

Some of the main high level benefits of Business Process Automation include:

  • Time saving
  • Improving quality and consistency
  • Streamlining internal communication
  • Enforcing accountability
  • Clear business visibility
  • Reducing turnaround times
  • Document automation

If you would like more details about all the benefits Business Process Automation can bring to the table, we wrote an entire article entitled What are the Benefits of Business Process Automation?, you can read it here.


Examples of Business Process Automation

To give a further insight into BPA, next we will delve into three live scenarios of BPA:

Example 1: BPA for the Sales

Through BPA being implemented in the Sales department we are able to send email templates to prospects while automatically generating one-click proposals after receiving their specifications.

This helps to streamline the sales processes and give representatives time to focus on generating more business.

Example 2: BPA for the Marketing process

If we’re talking Marketing, BPA can be used for nurturing prospects up to later stages in the sales process.

By utilising website or email data, you can trigger specific email campaigns based on the prospect’s online activity. This allows you to send personalised content suiting the current needs at that time.

For instance, if a prospect visits a particular blog page on your website regarding automation, you can automatically enter them into a nurture campaign that covers the automation topic.

Learn more about how email trigger automation software can help improve engagement rates.

Example 3: BPA for Finance or Accounting

BPA can also be used for invoicing, billing or risk management in Finance and Accounting.

When it comes to invoices, a company that sells thousands of products on a daily basis encounters quite a lot of heavy lifting when it comes to sending and tracking payments. However, automation can be used to take care of the accounting process and automatically fulfil these tasks.

Furthermore, for invoices, data must be validated in order to comply with the contractual terms. Companies can automate this process with the help of BPA and allow automation to take care of everything.



In conclusion, not only will Business Process Automation help your company take care of all internal processes but is also used when looking to take a business onto the next level.

As we mentioned above, BPA has a wide variety of benefits that will allow you to streamline communication between employees, departments and the upper management while enforcing accountability, minimising costs, eliminating human errors and saving time.

While ongoing business processes will be tested and fine-tuned over time until the best case scenario is achieved and your organisation becomes a highly productive and integrated workforce.

Discover the perfect automation solution

The solutions available here at Agovo offer both automation and Customer Relationship Management (CRM) capabilities. Our solutions are powered by a Business Process Management (BPM) engine, this means that your organisation will be able to power through manual daily tasks at lightning speed and have access to the complete 360-degree view of your customers.

Here at Agovo we understand that getting the right advice is vital to the success of any CRM / automation project, that’s why each month we offer a limited number of free, 30-minute online consultations to our website visitors.

Our aim is to help you find 3 suitable solutions to match your current business processes. After you have registered your details on our registration page, an Agovo representative will be in touch to book you in.

Each consultation will be run by a highly experienced CRM specialist, this will help to ensure you are taking the right approach, well informed within the decision-making process and aware of all the potential issues that could arise.

Our team of specialists have over 40 years of combined experience within the CRM industry and this allows us to provide an efficient and trustworthy consultancy service.

Click the banner below to get started.

Agovo Team

Agovo is a CRM consultancy based in Weybridge, England. Our goal is to help businesses grow by providing them with intuitive software solutions that help increase profitability, revenue, and workforce productivity.

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