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What is Business Process Automation?

Also called BPA, process automation.

Business process automation is the automation of an end to end business process rather than an individual task, covering the handoffs between systems, the steps performed by people, the exception paths, and the reporting on how the process performs. It normally begins with mapping the process, then automating the segments that are stable enough to be encoded.

The distinguishing feature is scope. A task automation moves data between two systems. Process automation covers something like order to cash or hire to onboard, which crosses several departments and systems and includes decisions, approvals, and periods of waiting. Because processes contain people, such a project is as much an organizational exercise as a technical one.

Standard practice is to map the process as it actually runs, measure where time is really spent, then automate the highest volume stable segments while leaving judgment and exception handling with people. Most of the measured benefit comes from removing waiting and rework between steps rather than from speeding up any individual step.

The term is old and has absorbed several technology waves: forms and routing, then rules engines, then robotic process automation, now agents. Vendors relabel similar offerings with each wave. What has not changed is the classic failure mode, which is automating a process nobody agreed on, so the automation encodes the confusion and makes it harder to change afterwards.

Workflow automation is the mechanism used inside a process. Robotic process automation is one way of connecting systems that lack usable interfaces. Agents extend the reach into unstructured steps, such as reading an incoming document, that previously had to stay with people. Documented standard operating procedures are the input to all three.

Key points

In practice

A distributor maps its order process and finds that orders arrive by email, get typed in by hand, and then wait about a day for credit approval. It automates the credit check against defined thresholds, routes only borderline cases to a person, and has the system acknowledge each order automatically. The manual typing stays until the document reading step proves reliable.

Related terms

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