Workflows Automation

A BPM (Business Process Management) platform is a Digital Transformation tool that radically changes the way an organization is managed, allowing for more efficient operations, the automation of certain activities, and much greater work power with the same resources .

The incorporation of tools with Artificial Intelligence increases the level of automation possible , allowing all the specific business rules to be added to the decision-making process.

These processes involve modeling, implementing and executing within a digital platform, a set of interrelated activities, which in effect constitute a Process and are carried out to achieve a specific objective.

Goals

  • Optimize the workflow of an organization's different sectors by integrating business rules and activities and transforming the way each team member works, thereby achieving a culture of continuous improvement based on the belief that there is always a more efficient way to perform a process.
 
  • Connecting people, processes, and technology, forming a smart workflow, where repetitive task sequences are delegated to an automated tool to prioritize core activities and make more complex decisions effectively , ultimately leading to the creation of efficient business processes.

Key points

  • The value chain : This theoretical concept describes the way in which activities are carried out in an organization and is key to process-based management, since it distinguishes different interrelated links in all work circuits. In this way, there would be primary activities and support activities that do not provide value in themselves, but are not therefore unimportant. It is vital to properly establish dependencies between different tasks, whether sequential, parallel or conditional, for the Workflow to be accurate.
  • Correct definition of processes: Each process has an associated technical and human factor, which must be analyzed to validate the possibility of its modeling.
  • Eliminate the "Silo Effect": This name refers to a series of communication, coordination and priority-setting problems that usually occur in organizations that are strongly oriented towards functional or departmental aspects over process management. This effect generates great challenges that must be overcome with a more comprehensive approach to the problems, where what is important is the process as a whole and not the interests of each department separately. The fragmentation of structures, cultural differences and verticality in the decision-making process are some of its symptoms.
  • Structured and adaptive processes: Business process management distinguishes between standardized and non-standardized Workflows. A Workflow can be completely designed in a structured way (normative) but in many cases it must include more adaptive (flexible) sequences. The organization can determine the degree of standardization of its business processes and can find the right balance between predefined process models and the need to include greater freedom in the execution of certain activities.
  • Automation: BPM platforms allow the automation of repetitive, high-volume tasks that are part of an existing process that is carried out by people. Activities are automated based on rules and managing exceptions, manipulating data and information as a human would. In this way, resources are released that can be used in activities of greater added value, where creativity or interaction with other people is required. Automation works only in cases where a routine sequence of tasks can be systematically determined with its rules and exceptions.

Features and Benefits

  • It increases the company's competitiveness by reducing decision-making time and enabling rapid implementation of new business strategies.

  • It allows for greater analytical capacity, generating consistent and higher quality information , minimizing access time.

  • The process is managed as designed, ensuring compliance with policies and standards , resulting in consistent and predictable results.

  • It provides mechanisms for consistent management and continuous process improvement, optimizing costs . 

  • Improves efficiency and agility, increasing productivity and the number of activities that can be executed simultaneously .

  • Optimizing human resources , eliminating duplication of work and reducing the need for training.

  • It provides traceability and reduces bureaucratic control and the generation of excessive documentation.

  • It allows internal and external collaboration, improving communication and coordination within the work team.

  • Minimize all types of negative time deviation and eliminate task delays .

  • It provides a satisfactory and effective user experience , reducing communication time between activities, people and processes.

  • Improves the performance of a wide range of KPIs , from the quality of products and services offered to customer service. 

Functionalities

  • Integration with the main ERP and CRM systems in the market.
  • Universal multi-device access.
  • Task management.
  • Assignment of functions and activities, with delegation rules
  • Business logic automation
  • KPI monitoring
  • Activity traceability and auditing
  • Reports and statistics
  • User management module
  • Smart filters and searches
  • Electronic signature and cryptography.
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