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Process Automation Basics for Dummies

Every business needs an automated software to handle daily repeated tasks, whether small scale or large scale. Process automation or automation system is used to automatically control a process such as chemical, oil refineries, manufacturing, and other industries.

Process automation entails the use of computer software to assist the business organization to handle repetitive, boring office tasks. When a task is automated, less human intervention is required or needed. Process automation can be defined basically as any process being automated through the use of workflow software.

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One of the most important uses of process automation in business is the creation of smart workflow systems. Workflow is an amalgamation of respectable tasks or methods used to accomplish a business process following a laid – down procedure(s). In order to get the best automation out of your business, you need to have an easy workflow diagram. This type of diagram is an excellent way to represent the flow of the business process. This is why flowcharts are used to show it.

How to create a workflow:

To create a good workflow. There are basically seven steps needed. They include:

  • Identifying your resources. This takes a look into how your workflow is being managed and the people who make up the team that the workflow you are creating is meant for.
  • Create a workflow diagram to visualize the process.
  • List out the task that should be accomplished.
  • Specifically, know who is responsible for each step and allocate tasks to
  • Put your workflow online into the test.
  • Teach your team your new workflow.
  • Apply your new workflow to your business.

There are three popular methods of process automation. They are Business process management (BPM), business process automation (BPA), and robotic process automation. These processes are used today by business organizations for business optimization and make them more efficient across their business. These processes are used separately by some businesses while they are combined by some in order to achieve business optimization. In this article, we are going to be looking at each of these processes separately to understand them properly.

  1. Business process management (BPM):

This refers to the act of improving a business process in operations management through the use different methods to organize, analyze, and optimize the business processes. Through Business Process Management, a company takes a step back and looks at all of these processes in total and separately.  More than half of all businesses now view business process management as essential due to the fact that it has brought increase return on investment a lot of companies are experiencing. Other than pure profit, there are several other essential benefits provided by BPM… This includes business agility, customer satisfaction and a boost in employee’s morale.

While BPM itself refers to the methodology, there’s also the software part of it. The major difference that exists between the two is that BPM involves the method of mapping, optimizing and improving processes. Business Process Management Software (BPMS), on the other hand, is a means of execution. This software assists in BPMS by doing the following. Map your process, enforce changes and monitor business processes by checking for inefficiencies, pointing out bottlenecks e.t.c.

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2. Business Process Automation:

This is also known as business automation or digital transformation is the use of technology – a controlled process in the business process. Simply put, this is the process of using technology to simplify complex business processes. Many institutions and organizations use workflow automation services in many forms.  It aids easy workflow diagram.

The aim of business process automation is to make the process more cost-effective, error-free, transparent and streamlined. Within the BPM, automated processes have the role of improving the general workflow solutions of the organization, when it comes to efficiency, adaptability, sharing responsibilities, and defining roles.

3. Robotic Process Automation:

This has to do with the use of computer specialized programs, known as software robots, to make a business process automated and improve the standard of a repeatable business. Robotic Process Automation is great because it allows the easy process of tweaking the software robots to make the routine actions between several systems automated. All these ‘bots’ are actually based on the user interfaces and they are trying to imitate the actions of humans, such as login and log out processes, copy-paste processes, as well as email management and general paperwork.


Understanding business process automation takes time but if taken into consideration, every business wouldn’t have to worry about the delay in completing tasks. Process automation saves time and reduces the workload on humans. The essence of process automation cannot be overemphasized. Get 30-day trial, create your own automated process, make sure that pilot process makes difference for you business and scale your success.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

Posted on:  in Process World