Bikash Chhetri, Author at Pericent

BPM Implementation Guide: How to Successfully Introduce Process Automation

Business Process Management (BPM) can help organisations reduce manual work, improve efficiency, standardise operations, and gain better visibility into how […]

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How Document Management Software Helps Indian Companies Prepare for Audits

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Preparing for an audit can be a time-consuming process for Indian companies. Finance teams, accountants, HR departments and management may

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Document Management System for Indian SMEs: Complete Guide

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Small and medium-sized businesses in India manage a surprising amount of documentation every day. From invoices and purchase orders to

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Best Document Management Software in India: 10 Options Compared

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Business Process Management

15 Signs You Need Business Process Automation

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As a business grows, the processes that once seemed simple can quickly become difficult to manage. A few spreadsheets, email

Business processes are at the heart of every organisation. Whether it is approving invoices, onboarding employees, processing customer requests, managing sales leads or delivering services, every business depends on processes to get work done. However, as businesses grow, processes can become complicated. Employees may rely on spreadsheets, emails, manual data entry and disconnected software to complete routine tasks. These methods can create delays, errors, duplicated work and poor visibility. This is where Business Process Management (BPM) can make a significant difference. BPM provides a structured approach to understanding how work is performed, identifying inefficiencies, redesigning workflows and using technology to automate repetitive activities. However, successful BPM is not simply about automating existing tasks. Businesses need to understand and improve their processes before introducing automation. This practical roadmap explains how organisations can move from process mapping to automation in a structured and sustainable way. What Is Business Process Management? Business Process Management is a systematic approach to analysing, designing, implementing, monitoring and continuously improving business processes. A process could be simple, such as approving an employee's leave request, or complex, such as processing a customer order involving sales, finance, operations and logistics. BPM helps organisations answer important questions: How does the process currently work? Who is responsible for each step? Where do delays occur? Which activities are repetitive? Where do errors happen? Which approvals are necessary? Which systems are involved? What can be improved or automated? The goal is to create processes that are efficient, consistent, measurable and scalable. Step 1: Identify and Prioritise Processes The first step is to identify the key processes within the organisation. Businesses may have hundreds of processes, but not all require immediate transformation. Start by creating a process inventory covering areas such as: Customer onboarding Sales lead management Invoice processing Employee onboarding Purchase approvals Customer support Expense claims Contract management IT service requests Compliance reporting Once these processes are identified, prioritise them based on their potential business impact. Consider factors such as process volume, time consumption, error rates, customer impact, operational cost and automation potential. A high-volume process that consumes significant employee time and frequently creates errors is usually a strong candidate for BPM improvement. Step 2: Understand the Current Process Before changing a process, understand how it actually works. This is known as process discovery. One common mistake is documenting the process according to official procedures rather than how employees perform the work in reality. The documented process might say that a customer request goes through three steps, while employees may actually use emails, spreadsheets and manual approvals to complete it. Talk to the people who perform the process every day. Ask: What triggers the process? What happens next? Who performs each task? What information is required? Which systems are used? Where do delays occur? What happens when something goes wrong? Which activities require manual data entry? Where is information entered more than once? These discussions often reveal hidden inefficiencies. Step 3: Create an As-Is Process Map Once the current workflow is understood, create an As-Is process map. A process map provides a visual representation of how work moves through an organisation. It can show activities, decisions, responsibilities, systems, approvals, handoffs and exceptions. For example: Customer Request → Validate Information → Approval → Process Request → Notify Customer → Complete A detailed map might also show different paths when information is missing or an approval is rejected. Visual mapping makes complicated workflows easier to understand and gives business and technical teams a shared view of the process. It also helps identify unnecessary steps that may not be obvious when the process is described verbally. Step 4: Analyse Bottlenecks and Inefficiencies Mapping the process is only the beginning. The next step is analysing where improvements are needed. Look for common problems such as: Bottlenecks: Work may wait for one person or department before moving forward. Duplicate Data Entry: Employees may enter the same information into multiple systems. Unnecessary Approvals: Some approvals may have been added over time without providing meaningful control. Manual Handoffs: Tasks may be transferred through email or spreadsheets instead of structured workflows. Rework: Errors or incomplete information may require employees to repeat previous steps. Poor Visibility: Managers may not know the current status of requests or tasks. Inconsistent Decisions: Different employees may handle similar situations differently. The objective is to identify the root cause rather than simply treating the symptoms. Step 5: Measure the Existing Process Effective BPM should be based on data. Before making changes, establish a baseline using relevant metrics such as: Average processing time Waiting time Number of manual steps Number of approvals Error rate Rework rate Cost per transaction Customer satisfaction SLA performance For example, an invoice approval process may take five days from receipt to completion. However, employees may spend only 30 minutes actively working on each invoice. The remaining time could be spent waiting for approvals. This information changes the improvement strategy. Instead of simply making employees work faster, the organisation should focus on reducing unnecessary waiting time. Step 6: Design the To-Be Process After analysing the existing process, design the improved To-Be process. Ask: Which steps can be removed? Can multiple activities be combined? Which approvals are genuinely necessary? Can information be captured once? Can business rules be standardised? Can systems exchange information automatically? Can customers receive automatic updates? For example, an inefficient workflow might look like: Email Request → Spreadsheet Entry → Manual Validation → Email Approval → Re-enter Data → Finance Review → Customer Notification A redesigned process could become: Online Form → Automatic Validation → Workflow Approval → System Update → Automatic Notification The second workflow reduces manual effort and improves visibility. Step 7: Standardise Before Automating Automation works best when the underlying process is clearly defined. Before automating, establish standard procedures, responsibilities, approval rules, business rules and exception-handling processes. For example, an organisation could define approval rules such as: Under $500: Manager approval $500–$5,000: Department head approval Over $5,000: Finance and executive approval Once these rules are clearly defined, they can be incorporated into an automated workflow. Standardisation also ensures that automation does not simply reproduce inconsistent practices. Step 8: Identify Automation Opportunities Not every process needs complete automation. Automation is particularly valuable for repetitive, rule-based and predictable activities. Potential candidates include: Data entry Task assignment Approval routing Notifications Document generation Data validation Report generation Invoice processing Employee onboarding Customer acknowledgements For example, when a new employee joins an organisation, an automated workflow could create the employee record, notify HR, create IT tasks, request equipment, assign training and notify the manager. Employees remain involved where human judgement is required, while repetitive coordination happens automatically. Step 9: Select the Right Technology Technology should follow the process, not the other way around. Depending on the business requirement, organisations may use: BPM platforms Workflow management systems Robotic Process Automation (RPA) Low-code/no-code platforms API integrations CRM and ERP systems Document management platforms AI-powered automation For example, an API integration may be appropriate when two modern applications need to exchange data. RPA may be useful when employees repeatedly move information between systems that do not provide integration capabilities. The right solution depends on the process, systems, risk level and business objectives. Step 10: Pilot, Test and Deploy Avoid automating every process at once. Start with a manageable pilot that has clear business value and measurable outcomes. Before implementation, define targets such as: Reduce processing time by 50% Reduce manual data entry Reduce errors Improve SLA compliance Increase workflow visibility Testing should include normal scenarios as well as exceptions. Test incomplete information, rejected requests, approval delays, duplicate submissions, system failures and high-volume situations. Once testing is successful, train employees and deploy the workflow. Step 11: Monitor and Continuously Improve Automation is not the final stage of BPM. After deployment, monitor performance using measurable KPIs. Useful metrics include: Processing time Automation rate Exception rate Error rate Approval delays SLA performance Employee adoption Customer satisfaction For example, a dashboard could show that 90% of requests are completed automatically while 10% require manual intervention. The organisation can then investigate why those exceptions occur and determine whether additional process improvements are possible. Processes also change as organisations grow, regulations evolve and customer expectations change. Regular reviews ensure that workflows remain effective. The Role of AI in BPM Artificial intelligence is adding new possibilities to business process management. Traditional automation follows predefined rules, while AI can help with tasks involving unstructured information and complex patterns. Potential applications include: Document information extraction Customer request classification Case summarisation Intelligent ticket routing Anomaly detection Predictive process analytics Automated response generation Decision support For example, AI can analyse an incoming customer request, identify its intent, extract relevant information and route it to the appropriate department. However, AI should be implemented responsibly, particularly when processes involve sensitive information, financial decisions, compliance or significant customer impact. Common BPM Mistakes Several mistakes can reduce the success of BPM initiatives. Automating too early: Automating a poorly designed process can make inefficiencies harder to fix. Ignoring employees: Employees often have the clearest understanding of operational problems. Automating everything: Some activities require human judgement and should remain human-led. Choosing technology first: Software should solve a defined business problem rather than become the starting point. Failing to measure results: Without baseline metrics, it is difficult to demonstrate improvement. Ignoring exceptions: Real-world processes rarely follow the ideal path every time. Conclusion Moving from process mapping to automation is a journey rather than a single technology project. The most effective BPM roadmap is: Discover → Map → Analyse → Improve → Standardise → Automate → Monitor → Optimise Businesses should first understand how work is currently performed, identify inefficiencies, redesign the workflow and establish clear rules. Only then should they decide which activities should be automated. When BPM and automation are approached strategically, organisations can reduce manual work, improve process visibility, minimise errors, accelerate operations and create better experiences for employees and customers. The goal is not to automate every human activity. It is to automate the right activities so people can spend more time on work that requires judgement, creativity, problem-solving and meaningful customer interaction.

Business Process Management

From Process Mapping to Automation: Practical BPM Roadmap

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Business processes are at the heart of every organisation. Whether it is approving invoices, onboarding employees, processing customer requests, managing

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Key Document Management Use Cases for Enterprises

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Modern enterprises create, process and store enormous amounts of information every day. From contracts and invoices to employee records, customer

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Enterprise Document Management: How It Improves Business Efficiency

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In today’s digital business environment, organisations create and manage enormous volumes of documents every day. From contracts, invoices, employee records

Business Process Management

BPMS and Workflow Automation for Manufacturing: Transforming Business Operations

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Manufacturing companies operate through hundreds of interconnected processes every day. From production planning and quality control to procurement, maintenance, inventory