Business Process Automation Workflows

What is Business Process Automation?

Understanding BPA and how it represents the ultimate evolution of document management, transforming entire business operations beyond simple digitization.

Understanding Business Process Automation

Business Process Automation (BPA) uses technology to execute recurring tasks or processes in a business where manual effort can be replaced. It is done to minimize costs, increase efficiency, and streamline processes. BPA transforms how Philippine organizations handle their daily operations by eliminating manual, time-consuming tasks and replacing them with intelligent, automated workflows.

Unlike simple task automation, BPA orchestrates complete end-to-end processes involving multiple departments, systems, and stakeholders. For example, a purchase order process automated with BPA would automatically route the PO through budget verification, multi-level approvals, supplier notification, receiving confirmation, and invoice matching—all without manual intervention.

The result is a more efficient organization where employees focus on strategic activities that drive business growth, customers receive faster service, and management has real-time insights into business operations. With BPA handling routine tasks, your organization can scale operations without proportionally increasing administrative overhead.

The Evolution to BPA

Manual

Paper-Based

  • • Physical filing cabinets
  • • Manual routing
  • • Email attachments
  • • No visibility
  • • High error rates
Slow, error-prone, no audit trail
1

Digitized

  • • Digital storage
  • • OCR searchable
  • • Basic retrieval
  • • Still manual routing
  • • Some efficiency
Better than paper but still manual
2-3

Collaborative

  • • Team access
  • • Manual approvals
  • • Email notifications
  • • Some integrations
  • • Better visibility
Shared access but manual decisions

BPA (Ultimate)

  • • Intelligent routing
  • • Auto-approvals
  • • Business rules
  • • Full integration
  • • Real-time analytics
Complete automation & optimization

What Makes BPA Different

End-to-End Automation

BPA automates complete business processes from start to finish, not just individual tasks.

Example: Invoice Processing

  • 1. Auto-capture invoice data (no data entry)
  • 2. Match with PO and receiving (automated)
  • 3. Route for approval based on amount (rules-based)
  • 4. Escalate if overdue (intelligent)
  • 5. Post to accounting system (integrated)
  • 6. Archive with BIR compliance (automatic)

Business Rules Engine

Define complex logic that makes decisions automatically based on your business policies.

Example: Approval Rules

  • • < ₱10,000: Auto-approve
  • • ₱10,000-50,000: Manager approval
  • • ₱50,000-200,000: Director approval
  • • > ₱200,000: CFO + CEO approval
  • • Budget overrun: Add Finance review
  • • Preferred vendor: Skip additional checks

System Integration

BPA connects all your business systems to create seamless data flow and eliminate duplicate entry.

Typical Integrations:

  • • ERP (SAP, Oracle, Microsoft Dynamics)
  • • Accounting (QuickBooks, Xero)
  • • CRM (Salesforce, HubSpot)
  • • HR Systems (Workday, BambooHR)
  • • Email platforms (Outlook, Gmail)
  • • E-signature services

Process Analytics

Real-time visibility into process performance with metrics and dashboards for continuous improvement.

Key Metrics Tracked:

  • • Average cycle time per process
  • • Bottleneck identification
  • • Approval turnaround times
  • • Exception rates and types
  • • Cost per transaction
  • • Compliance adherence rates

The Business Case for BPA

80%
Reduction in processing time

Processes that took days now complete in hours

70%
Lower operational costs

Less manual work, fewer errors, reduced overhead

10x
ROI within 18 months

Typical payback period for BPA investment

Hard Benefits

  • ✓ Reduced headcount needs through automation
  • ✓ Eliminated overtime and expediting costs
  • ✓ Lower error correction and rework expenses
  • ✓ Reduced compliance penalties and fees
  • ✓ Faster invoice processing captures early payment discounts

Soft Benefits

  • ✓ Higher employee satisfaction and retention
  • ✓ Faster customer response times
  • ✓ Improved audit readiness and compliance
  • ✓ Better management visibility and control
  • ✓ Scalability without proportional cost increase

Common BPA Use Cases

Accounts Payable Automation

From 3 days to 3 hours for invoice processing

  • • Auto-capture invoice data with AI
  • • 3-way match with PO and goods receipt
  • • Intelligent routing based on amount and type
  • • Exception handling for mismatches
  • • Auto-posting to accounting system

Employee Onboarding

From 2 weeks to 2 days for complete onboarding

  • • Document collection from new hire
  • • Automated 201 file creation
  • • Task assignment to IT, HR, Finance
  • • Equipment and access provisioning
  • • Compliance tracking and reporting

Contract Management

From 10 days to 2 days for contract execution

  • • Template-based contract generation
  • • Multi-party review and approval
  • • E-signature collection from all parties
  • • Automated renewal notifications
  • • Obligation tracking and alerts

Purchase Order Processing

From 5 days to same-day PO approval

  • • PR to PO conversion with vendor matching
  • • Budget verification against department limits
  • • Multi-level approval routing
  • • Automatic supplier notification
  • • Receiving and payment matching

BPA: The Ultimate Evolution

Our 4-tier service model is designed to progressively build your organization's capabilities toward full BPA. Each level adds capabilities, with Level 4 delivering complete business process automation.

Level 1
Digitize
Digital documents ready for automation
Level 2
Search
Indexed content for workflow routing
Level 3
Collaborate
Manual workflows ready to automate
Level 4 ★
Automate (BPA)
Complete intelligent automation