Automation

Karlo Faina
BSIT Instructor
What it Automation?
Automation is a term for technology applications where
human input is minimized. This includes business
process automation (BPA), IT automation, personal
applications such as home automation and more.
Types of Automation
Takes simple, rudimentary tasks and
Basic Automation
automates them.

Manages business processes for uniformity

Process Automation
and transparency.

Is where machines can mimic human tasks

Integration Automation
and repeat the actions

Artificial Intelligence Machines can learn and make decisions based

Automation on past situations they have encountered
 Basic automation takes simple,
rudimentary tasks and automates
them ( meaning limited to basic
principles. ). This level of automation
is about digitizing work by using tools
to streamline and centralize routine

Basic Automation tasks, such as using a shared

messaging system instead of having
information in disconnected silos.
Business process management (BPM)
and robotic process automation
(RPA) are types of basic automation.
 Process automation manages business
processes for uniformity and
transparency. It is typically handled
by dedicated software and business
apps. Using process automation can
increase productivity and efficiency

Process Automation within your business. It can also

deliver new insights into business
challenges and suggest solutions.
Process mining and workflow
automation are types of process
automation.
 Integration automation is where
machines can mimic human tasks and
repeat the actions once humans
define the machine rules. One

Integration
example is the “digital worker.” In
recent years, people have defined

Automation
digital workers as software robots that
are trained to work with humans to
perform specific tasks. They have a
specific set of skills, and they can be
“hired” to work on teams.
 The most complex level of
automation is artificial intelligence
(AI) automation. The addition of AI
means that machines can “learn” and
make decisions based on past

Artificial Intelligence situations they have encountered and

analyzed. For example, in customer

(AI) Automation service, virtual assistants powered can

reduce costs while empowering both
customers and human agents,
creating an optimal customer service
experience.
 ● Business Process
Management (BPM)
Types of Basic
Automation ● Robotic Process
Automation (RPA)
 Business process management (BPM)
employs methods to discover, model,
analyze, measure, improve and
optimize business strategy and
processes. focuses specifically on

Business Process
processes that are repeatable.
Through continuous process

Management (BPM)
reengineering, organizations can
streamline their overall workflows,
leading to increased efficiencies and
cost-savings. This concept isn’t new;
six sigma and lean principles are
examples of BPM methodologies.
 By incorporating advanced analytics,
activity monitoring, and decision
management capabilities, business
process management suites are able to
Business Process coordinate people, systems, and
information and material to achieve
Management (BPM) business outcomes. As a result, they
have been particularly helpful in
accelerating digital transformation
strategies.
Types of Business Process Management
Focuses on processes that do not require much
Integration-centric
human involvement

Human-centric Centers around human involvement

Document-centric Centers around a specific document

 This type of BPM focuses on
processes that do not require much
human involvement. These processes
are more dependent on
APIs(Application Programming
Integration-centric Interface) and mechanism which
integrate data across systems, like
human resource management (HRM)
or customer relationship management
(CRM).
 Unlike integration-centric BPM, this
type centers around human
involvement, typically where
approvals are required. Intuitive user

Human-centric
interfaces with drag-and-drop
features allow teams to assign tasks to
different roles, making it easier to
hold individuals accountable along
the process.
 This type of BPM centers around a
specific document, such as a contract.
When companies purchase a product

Document-centric
or service, it needs to go through
different forms and rounds of
approval to develop an agreement
between the client and vendor.
Business Process Management Life Cycle
A successful BPM system starts by defining the stages involved in a
workflow. This helps the team identify areas of improvement and
metrics to track progress. By applying business process management,
organizations can improve their operations, leading to better business
outcomes. To achieve these results, you should fully understand the
BPM life cycle.
 ● Process Design
● Model
5 BPM Life Cycle ● Execute

Steps ●
●
Monitor
Optimize
 The team should start by outlining
the milestones within the process.
From there, individual tasks within
the overall BPM process should be
identified along with task owners for

Process Design
each step in the workflow. The steps
should be clearly defined so that the
team can identify the areas for
process optimization and the
subsequent metrics to track its
improvement.
 During this step, the team should
create a visual representation of the
process model. This should include
specific details, such as timelines, task
Model descriptions, and any flow of data in
the process. Utilizing business
process management software is
helpful during this stage.
 The team should conduct a proof of
concept, testing the new BPM system
with a limited group. After
Execute incorporating any feedback, the team
can begin to roll out the process to a
broader audience.
 During this phase, the team should
monitor the process, measuring
Monitor improvements in efficiency and
identifying any additional bottlenecks.
 At the final step, the team make any

Optimize
final adjustments to the process to
improve business activity.
 Keep in Mind!

A successful BPM project requires careful planning and

open communication, but after improving a set of
activities, teams quickly see the benefits of it.
Benefits of Business Process
Management
BPM solutions increase organizational value through
process improvement, yielding a number of benefits.
 ● Increase efficiency and
cost savings
● Enhanced employee
and customer
experience
Benefits of BPM ● More scalable process
● Greater transparency
● Less dependency on
development teams
 BPM systems help to optimize
existing processes and to incorporate
more structure into the development
of new processes. It does this by

Increase efficiency
removing process redundancies and
bottlenecks, resulting in improved
efficiency and productivity. With
and cost savings more agility, businesses can achieve
their intended business outcomes at a
faster rate, and they can allocate any
excessive resources to other high
priority work.
 BPM systems help to optimize
existing processes and to incorporate
more structure into the development
of new processes. It does this by

Increase efficiency
removing process redundancies and
bottlenecks, resulting in improved
efficiency and productivity. With
and cost savings more agility, businesses can achieve
their intended business outcomes at a
faster rate, and they can allocate any
excessive resources to other high
priority work.
 A BPM suite of tools assists in
eliminating repetitive work and in
making information more accessible.

Enhanced employee By removing distractions, employees

are able to focus on their work and

and customer their customers, leading to increases

in customer satisfaction. Clear

experience
workflows also shorten the learning
curve within the employee
onboarding process, enhancing
productivity and engagement.
 Since BPM enables better process
execution and workflow automation,
this transfers well when scaling
processes to other geographies across

More scalable the world. Business process

management tools can bring clarity to

processes roles, ensuring consistency along the

process, and it can also surface
opportunities to incorporate business
rules for automation, allowing teams
to focus more on innovation.
 Since business process automation
clearly defines owners for tasks along
the process, this provides more

Greater transparency transparency and accountability

throughout a given process. This
fosters more communication among
teams.
 BPM offers low-code features which

Less dependency on
remove potential dependencies on
development. Business users can be
on boarded onto these tools quickly
development teams and easily, increasing process
automation across the company.
Business Process Management
Use Cases
BPM software provides more structure around processes,
removing some of the inefficiencies within a given
workflow. Some examples where it has been applied
successfully include:
 ● Content Distribution
● Customer Service
● Finance
BPM Use Cases ● Human Resources
● Banking
● Order Fulfillment
 Media firms can use BPM to
automate the process of content
preparation and delivery, from
content creation to distribution. A

Content distribution business process management system

can be designed to interact with
content management, rights
management, content traffic and
work order systems.
 Customer service representatives can
identify frequently asked questions
for chatbots to handle, alleviating the
team when there is a high volume of

Customer service service requests. Transcript data from

call centers and chatbots can also help
automate processes further as well as
inform more personalized answers for
customers.
 Companies can create templates to
standardize purchase orders
submissions from various teams,

Finance allowing them to procure business

software or hardware more quickly. In
addition, customize workflows can be
established for unique scenarios.
 HR can employ BPM to streamline
document and workflow
management. It provides a more
structured environment for

Human resources processing HR forms, such as

employee onboarding and
off-boarding, performance
evaluations, vacation requests and
timesheet approval.
 When processing individuals or
businesses for loans, banks need to
evaluate applicants for potential
credit risk. This involves collecting
information from multiple sources,

Banking such as the applicants, employers, and

credit rating agencies. BPM expedites
decisions around loan eligibility by
managing the flow of information
throughout the process and reducing
errors in documentation.
 Firms can improve the operational
efficiency of their order fulfillment
systems using BPM. They can use
BPM to manage special offers, order
Order fulfillment capture, and order fulfillment. This
shifts the process toward
customer-centric order management
that delivers greater business value.
End