Glossary · Automation

What is Business Process Automation (BPA)?

Definition

Business process automation (BPA) is the use of software to run a multi-step business process with little or no manual work, such as order intake, invoice approval or employee onboarding. A BPA project maps the process, its systems, rules and exceptions, then connects those systems through integrations, workflow tools or custom code. Modern BPA often adds AI for steps that involve reading documents or making judgment calls.

Why it matters for your business

Most small and mid-sized companies run on processes that move data between a handful of systems by hand: copying form entries into a CRM, re-keying invoices into accounting, chasing approvals over email. BPA removes those handoffs, which cuts delays and data entry errors and frees staff for work that needs judgment. The hard part is rarely the tooling. It is agreeing on how the process should work, who owns each exception, and what happens when an upstream system changes. A process that is unclear on paper will be unreliable when automated.

Example

A staffing agency automates new-hire onboarding. When a candidate is marked hired in the applicant tracking system, a workflow creates the employee in the HR platform, sends the offer letter for e-signature, opens an equipment ticket, provisions email and Slack accounts, and posts a checklist for the hiring manager. Exceptions, such as a missing tax form, go to a named coordinator.

Next steps