“Understanding Process Automation Software by business need”

We often talk with clients about cutting through the weeds of time-consuming manual processes so they can focus on how to better run their business.

It’s easy to believe that only multimillion organizations face this challenge.

But in reality, that’s not the case, as companies of all sizes can benefit and need process automation to improve efficiency in their day-to-day.

Let’s see how.

But first, let’s define key concepts that are usually interchanged but do not necessarily mean the same.

Key Process Automation Concepts

Business Process Automation (BPA)

Business Process Automation is the use of technology to streamline or optimize your business processes.

Such a plan usually has an overarching goal to increase efficiency and reduce operational costs.

Process Automation Software

It’s is the technology that allows you to refine, digitize and automate your business processes.

These solutions help you to manage tasks and full processes completely or partially digitally.

One of their main goals is to eliminate the need for human intervention allowing employees to invest saved time in more crucial activities.

Custom no code workflow automation

Use Virtus Flow Process Automation platform to:

  • automate any business process without coding
  • orchestrate all your processes under a single umbrella
  • track all your work from a single dashboard
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Business Process Management (BPM)

Business Process Management is the discovery, mapping, analysis, measurement, improvement and automation of business processes.

It’s not necessarily a specific technology since a human can implement these practices to reduce redundancies.

In fact, managers have been practicing BPM for a long time, even before it was defined as such.

Learn more about how to use BPMs here.

Digital Process Automation (DPA)

Digital Process Automation is the process of streamlining workflows, manual tasks and information management by turning your processes into digital ones.

It’s the newest BPM generation that unifies different technologies to automate business processes end to end.

This is an in-depth analysis of DPA technology use if you want to learn further.

Robotic Process Automation (RPA)

Robotic Process Automation is the use of software robots to automate tasks and processes in full autonomy.

It is best used for handling repetitive tasks at a high volume, to increase output and decrease the busywork.

RPA robots, or bots, are often called a digital workforce, as they can interact with any system or application in a similar way as a human worker would.

Now that these concepts are clear, let’s go over some use cases for RPA and DPA technology.

When should you use DPA Software?

As explained above, DPA Software is the means of digitizing all of your processes and putting them under a uniform, up-to-date system.

It’s best used when you want to automate processes where a degree of human intervention is needed; for example for decision making.

It’s worth mentioning that you can use DPA technology even to standardize and automate decision making when certain parameters apply.

But, that will be a topic for another article.

For now, what you need to know is that if you have a process where human input is needed you should use DPA technology.

For example:

    • Employee Onboarding
    • Claim Resolution
    • Purchase Requisition
    • Vendor Due Diligence
Example: How to automate an Employee Onboarding process with a No-Code DPA platform

This approach serves as an umbrella to streamline workflows, increase transparency, speed up operations and reduce the time employees spend on mundane tasks.

DPA platforms reduce the need for in person requests, emails, phone calls, back-and-forth between departments, etc.

Learn how to automate your workflows with a 30 minutes hands on the job training!

When should you use RPA Software?

RPA is used to automate processes where humans are used but which intervention is not necessarily needed.

For example:

    • Data reconciliation (such as bank account reconciliation)
    • Data entry from one system to another
    • Customer support (for standard information enquiries)

Utilizing this type of solution allows for:

    • Reduced costs and increased efficiency
    • Reduction in human error
    • Better data analysis through more accurate metrics
    • More scalability

No-Code vs Low Code Digital Process Automation Tools

Before we dig into the top automation software providers in the market, it’s important to understand the difference between no-code and low code.

As the name says, with low code automation solutions you will need little use of coding to deploy or to automate your process.

But you will still need some degree of coding experience or developers to do the job.

Something to pay attention to:

Some low code tools will advertise as no code, but in reality you will still need to use some coding in order to automate your processes.

On the other hand, with a no code process automation solution you can automate your process completely without the use of coding or developers.

No IT skills are usually required to digitize your workflows.

18 Business Process Automation Solutions to look into

Finding the right business process automation software that can support your organizational needs is vital to the success of your automation implementation.

This is why we’ve divided top providers into two main categories: horizontal solutions that can be used by the entire organization, and vertical or niche-oriented solutions that better fit a particular department.

Let’s start with horizontal solutions.

For this category, it’s important to know that these are horizontal process automation solutions, which means they allow you to automate any business process.

You get to declare the business rules and conditions and design your process following the conditions that suit your particular process.

This can happen through drag and drop, or a multitude of features to make it easier when automating processes.

Top systems in this space are:

 Virtus Flow: A No-Code Digital Process Automation solution with which you can automate any business process and connect them for an end to end automation.

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Automate your workflows in minutes:

  • use our templates or create from scratch
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Bizagi: A Low-Code platform that allows you to create your own enterprise applications

Bizagi

Decisions: A No Code visual design environment that enables IT and business people alike to automate any process.

decisions

Now let’s explore solutions based on business needs.

Process Automation Solutions by business need

Shipping Automation Solutions

ShipStation: Lets you import shipping orders, manage shipping, print postage and update tracking in a simple way.

We are proud resellers of ShipStation:

  • automate your ecommerce workflows
  • connect to ShipStation without hassle
  • manage everything from a single platform
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shipstation

Sendcloud: This shipping automation platform that allows users to easily connect to over 80 carriers.

Easyship: A cloud-based shipping solution with a main focus on customer design

Contract Automation and Management Solutions

DocuSign: Offers cloud-based contract collaboration with a robust, well-known brand. As well as identity verification and secure electronic signatures.

Docusign and Virtus Flow integration

Adobe Acrobat Sign: Microsoft’s preferred e-signature solution and the only e-sign tool that also includes the power of Adobe Acrobat in one package.

Signeasy: Flexible workflows, reusable templates, and easy-to-use features for automated contract management.

Human Resources Process Automation Solutions

Bamboo HR: This automation platform was particularly built for HR as it offers an all-in-one software.

Gusto: It helps you to run your payroll, onboard employees, manage employee benefits and track time.

Paycom: Employee-driven for talent acquisition, talent management, payroll, labor management and more

Vendor Management Automation Platforms

VNDLY: Workday’s cloud-based vendor management system (VMS).

Gatekeeper: Ideal for large companies looking to automate workflows like contract renewals.

Precoro: Ideal for SMBs, helps streamline the procurement process.

Workflow library virtus flow

End to end automation of your business processes:

    • Human Resources
    • Vendor Management
    • Document Automation
    • Customer Facing & Back-Office
    • Finance & Procurement
    • IT and more…
Template library

Payment Automation Solutions

AvidXChange: This is a popular accounts payable software that helps companies increase visibility and take control of their AP process.

FreshBooks: Invoice and accounting automated software for business owners and accountants.

Coupa: Lets you manage all your transactions across procurement, payments, and supply chain

The Bottom Line

Business Process Automation is a key practice that allows for companies to automate day-to-day tasks and operations.

Even though there are many approaches, the ultimate goal is always to save time and money, reduce human error, and offer better customer service through more efficient practices.

This is why automating the right business processes offers the customization you need is vital for any company’s success.

Choosing the right vendor can be a complicated process.

To find the right process automation solution, it’s important to understand whether this provider can solve problems across departments, or if you’ll have to go with a more niche solution that serves a particular team.

If choosing the latter, remember that integration with other solutions will save you lots of headaches down the road.

Start automating your processes today!