Automation
Business process automation for approvals, onboarding, invoicing and more
Workflow automation handles individual tasks. Business process automation looks at a whole process from start to finish, often across departments, and redesigns it before automating. The aim is a process that is faster, consistent and easy to audit.
Who this is for
- Finance, HR and operations leaders
- Companies with multi-step approval processes
- Organisations preparing to scale without adding the same number of staff
- Businesses that need clearer records for audits
Problems it can solve
- Approvals pass through email chains and get lost
- Onboarding a new employee or client involves many manual steps
- Invoices and purchase orders are processed by hand
- Different branches follow the process differently
What is included
What our Business Process Automation service can include
Every project is scoped to your needs. These are the areas we typically cover; we agree the exact list with you before work starts.
Process discovery
Interviews and observation to document the current process and its variations.
Process redesign
Removing unnecessary steps before automating, so you do not automate waste.
Approval workflows
Rules for who approves what, with escalation and delegation.
Document handling
Generating, collecting and storing documents such as contracts, invoices and forms.
System integration
Connecting HR, finance, CRM and other systems the process touches.
Status tracking
A view of where each case is and how long each stage takes.
Controls and audit trail
Records of each action, decision and change for accountability.
Process
How Business Process Automation projects run
A practical sequence with review points, so you see progress and can change direction early.
Discover
Document the current process and measure where time goes.
Redesign
Agree the improved process with the people involved.
Automate
Build the workflow, integrations and forms.
Pilot
Run the new process with one team or branch.
Scale
Roll out widely and monitor process times.
Employee onboarding
- Offer accepted in the HR system starts the process
- Welcome pack and document requests sent automatically
- IT receives a request to set up laptop and accounts
- Manager receives a checklist for the first week
- HR reviews submitted documents before payroll setup
- Progress visible on a dashboard until onboarding completes
This is a hypothetical example to explain the service, not a description of a client project.
FAQ
Questions about Business Process Automation
How is this different from workflow automation?
Workflow automation targets specific repetitive tasks. Business process automation redesigns and automates a complete process, often involving several teams and systems.
Do we need new software?
Not always. Many processes can be automated with existing tools plus integrations. Some need a custom application.
How do you handle exceptions?
We design for common exceptions and route unusual cases to a person with the right context.
Can we measure the improvement?
Yes. We record baseline process times before changes and track them afterwards.
Is one of your processes slowing the business down?
Tell us which process and where it gets stuck. We will suggest how to improve it.