Business process automation is the known way to implement processes in an organization through the following activities:
- Use of specific technologies
- Integration of data and systems
- Control of Workflow
- Tasks distribution
- Real time monitoring
How to automate business processes effectively? Using the technology of BPMS – Business Process Management Systems. When using tools specifically developed to automate business processes, 6 steps must be followed and executed in the best way possible. Now we will approach each one of them, so you can see the advantages of automating processes with the help of systemic support tools.
The 6 stages of automating business processes with BPMS
1 – Create interface prototypes
This step is about the creation of screen layouts in a manner that is similar to what we intend to have when the automation is concluded. In doing that, the best way to integrate the forms that will serve as guides to the human execution is established. We have to be sure that the process will be performed exactly according to its description, by defining the interaction points, the process diagram, the data flow, and standard layout.
2 – Create Integrations
In this step, we integrate the data banks and systems used in the process, according to what was defined in the process design. See: how to design a process.
3 – Apply the business rules
Business rules allow for the diminution of repetitive activities in the process. When we use BPMS when we automate business processes, it is possible to parametrize the application of these rules, making that the decision-making process work adequately.
It can help: understand what workflow is.
4 – Monitor and prep – BAM
Business Activity Monitoring is one of the advantages acquired when using BPMS to automate business processes. It makes it possible to have in hands the information about the processes results in real time and in KPIs way, which is much easier to analyze and understand, especially through dashboards. Watch the video below and check it out!
5 – Homologate
The goal in this stage is to follow the process execution to check if the result obtained is satisfactory, integrating the used technology, the tools the interface and the user. Tests with users are highly utilized.
6 – Production
After we homologate, the process enters the stage of assisted operation, with a direct follow-up, helping the IT team to implement it, monitor it and clear questions.
It is not impossible to automate business processes without the help of BPMS tools, but this will demand a high level of effort, especially from the staff, that must be motivated, and a constant monitoring of the work performed by all. It is much more reliable to look for software that automates the business processes, resulting in optimized processes, cost reduction, and improved communication. Watch the video below and check it out!