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12 Process Workflows Every Company Should Automate with BPM Software

BPM Blog Nov 23


In today's fast-paced business world, automation is no longer a luxury but a necessity. Streamlining and automating various business processes can lead to increased efficiency, reduced operational costs, and improved overall productivity. Business Process Management software plays a vital role in achieving these goals for businesses both big and small.  

Once business processes and rules have been mapped out, it will equate to "Business as usual" (BAU) to keep a routine work environment. Employees are far more productive and comfortable when they understand the business process and the expectations of your business. In turn, organizations can benefit from considerable gains in efficiency that save both time and money with clearly defined procedures. 

On the Aproove blog, we explore 12 essential business process workflows that every company should consider automating, and how BPM software can help. 

Document Approval and Review 

Automating document approval and review workflows ensures that documents move seamlessly through the organization, reducing delays and the risk of errors. Business PM software helps create, route, and track documents through the review process, improving compliance and saving time. 

Expense Approval 

Automating the expense approval process helps employees submit expense reports efficiently, and managers can review and approve them without the need for endless paperwork. Process Management software can enforce spending policies and expedite reimbursements. 

Business and KPI Reporting 

Business and KPI reports are critical for business success giving essential information on areas of improvement and opportunities for growth. Companies like Aproove provide Permission-based, pre-built, custom reports within their software that can be built and run on-demand. You can track and analyze your business processes' health and performance, identifying any bottlenecks or improvement areas in your process.  

Employee Onboarding and Offboarding 

Streamline the onboarding and offboarding of employees with BPM software. Platforms such as Charlie HR can help automate the creation of accounts, provisioning access, and ensure compliance with company policies and legal requirements. 

Leave Request Management 

Employees often need to request leave. With Business Process Management software (Justworks is an example when it comes to software that helps manage this), employees can submit leave requests online, and HR can easily approve or deny them. This reduces manual paperwork and ensures accurate record-keeping. 

Online Proofing 

Online proofing has swiftly emerged as a game-changing element in the realm of business process workflows, revolutionizing how organizations handle content creation, review, and approval. With companies such as Aproove Work Management offering a centralized platform for collaboration and feedback, online proofing tools empower teams to work seamlessly across distances and time zones, accelerating project timelines. Online proofing is becoming an indispensable part of the modern business process workflow, enabling companies to enhance productivity, reduce errors, and ultimately stay competitive in their respective industries. 

Customer Relationship Management (CRM) 

Automating your CRM processes helps track leads, manage customer interactions, and forecast sales. Software, such as Hubspot, ensures leads are routed to the right salespeople, and customer data is updated efficiently. 

Inventory Management 

Automate inventory management to optimize stock levels, reduce carrying costs, and streamline reordering processes. Business Process Management software can trigger reorder requests when stock levels reach a certain threshold. 

Invoicing and Billing 

Automation using software such as SageHR can reduce invoicing errors and improve cash flow. Such BPM software can generate invoices, send reminders, and track payments, ensuring that your finances stay healthy. 

Quality Control and Assurance 

Automate quality control workflows to ensure that products meet specifications. Business Process Management software can help track defects, initiate corrective actions, and monitor the entire quality assurance process. 

Project Management 

Automate project management workflows to keep projects on track. With BPM software like Aproove, you can allocate resources, set milestones, and provide real-time project updates to stakeholders.  

Information Gathering 

Gathered information using custom forms can be used to create or progress a project or even dictate what workflow to use. Users give information in a structured way by filling out the custom form relevant to the organization’s business operations. This enables the project to progress without wasting time collecting essential information. 

Forms can harvest data and store it as metadata, which can ultimately be extracted by the business process management software and reused anywhere in the workflow, driving workflow routes, variables, and outcomes. This business process workflow allows simple, user-friendly forms to drive complex workflows that do not need to get exposed to the end-users.

How Business Process Management Software Can Help: 

BPM Software provides several key benefits for automating business processes: 

Workflow Design and Modeling: Design, model, and optimize workflows visually, making it easier to understand and refine your processes. 

Process Automation: It automates routine tasks, reduces manual errors, and ensures consistent and efficient process execution. 

Task Routing: It can route tasks to the right individuals or teams, ensuring that responsibilities are clear and well-defined.

Data Integration: Software can integrate with other software systems and databases, allowing for seamless data exchange and reporting. 

Real-time Monitoring: It provides real-time visibility into process performance, enabling you to make informed decisions and identify bottlenecks. 

Compliance and Security: It ensures that processes adhere to company policies and security standards, reducing the risk of non-compliance and data breaches. 

Automating the above 12 essential business process workflows with BPM software, you can increase efficiency, reduce costs and improve productivity. Whether you're a small start-up or a large enterprise, embracing automation is a strategic move that can help your business stay competitive in a rapidly changing business landscape. 

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