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Business Process Automation

Automating business processes reduces the manual effort needed to complete everyday business tasks.  Employees benefit from more meaningful work, the business gains back lost revenue from the time spent on repetitive tasks such as data entry and compliance is made easier. 

With data capture software you can accurately capture, digitally store and automatically process business information quickly and efficiently.  Information is available in a matter of clicks to anyone with authorised access and on any device.

Business process automation involves identifying manual, time-consuming processes such as data entry, invoice approvals, document routing, or employee onboarding and using digital tools to handle them automatically.

 

Why Automate Business Processes?

Business process automation (BPA) software removes headaches associated with manual and paper tasks which lead to lost time and revenue.

None uniform document storage and difficulty in finding and sharing documents is why many businesses look to automate their document based business processes.

The goal for businesses is to benefit from automated business processes with full transparency and audit trails whilst knowing the documents you need are easy to store, find and share. 

Repetitive data entry is replaced with intuitive software that provides automatic data capture from scanned documents and create tasks based on pre-defined workflows.

Lost or damaged paper files are no longer a problem as information is stored digitally and securely in one central location.

Critically, documents can be accessed from anywhere, while cloud backups and enforced user permissions ensure document security. 

 

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Examples of Automating Business Processes

1. Invoice Processing

Before automation: Invoices are manually entered into an accounting system, sent for approval via email or printed, and stored in physical files.
With automation: Invoices are captured via OCR (optical character recognition), automatically matched to purchase orders, routed for approval, and filed digitally in a document management system.

2. Employee Onboarding

Before automation: HR manually prepares offer letters, sends forms via email, and collects signatures and ID documents.
With automation: A digital workflow sends welcome emails, provides access to forms, collects e-signatures, and triggers IT to set up accounts, all from a single platform.

3. Order Fulfillment

Before automation: Orders are received by email, manually entered into a system, and then passed to the warehouse.
With automation: Orders from the website or sales platform are automatically synced to inventory systems, trigger pick-pack-ship workflows, and send customers updates.

4. Document Storage and Retrieval

Before automation: Files are stored in physical folders or scattered across shared drives.
With automation: Documents are scanned, indexed with metadata, and stored in a central system that allows for fast searching and retrieval using keywords or filters.

 

 

 

5. Approval Workflows

Before automation: Employees print documents, collect physical signatures, and track approvals via spreadsheets or email.
With automation: Documents are routed automatically based on predefined rules (e.g., department, value, urgency), with approvals logged and time-stamped for audit trails.

6. Data Entry and Reporting

Before automation: Staff manually pull data from multiple systems to create reports in Excel or PowerPoint.
With automation: Data is pulled in real time, analysed, and visualised in dashboards saving hours of manual work and reducing errors.

7. Scheduling and Reminders

Before automation: Teams manually send appointment reminders, follow-ups, or schedule meetings.
With automation: Automated scheduling tools send reminders, rescheduling options, or confirmations without human input.

8. Expense Management

Before automation: Employees submit receipts by hand or email; finance reviews, approves, and reimburses manually.
With automation: Employees take photos of receipts via a mobile app, expenses are auto-categorised and sent for approval, then synced with payroll or accounting systems.

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Benefits of Automating Business Processes

Increased Efficiency
Tasks are completed faster with fewer manual steps, improving overall workflow speed.

Reduced Human Error
Automation eliminates common mistakes associated with manual data entry and processing.

Cost Savings
Cuts down on labor costs, paper use, and administrative overhead.

Improved Productivity
Frees employees from repetitive tasks so they can focus on higher-value work.

Faster Decision Making
Real-time data and streamlined processes help managers act quickly and confidently.

Better Compliance and Audit Trails
Automated workflows ensure consistent adherence to regulations and policies, with full traceability.

Enhanced Customer Experience
Faster responses, accurate information, and smoother service delivery improve customer satisfaction.

Scalability
Processes can handle increased workloads without needing more resources or staff.

Greater Visibility and Transparency
Dashboards and reporting tools provide clear insights into performance and process bottlenecks.

Improved Collaboration
Automated notifications and workflows ensure the right people are involved at the right time.

Stronger Data Security
Access controls and digital tracking reduce the risk of data loss or unauthorised access.

Benefits of Business Process Automation

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Why DocTech?

At DocTech, we do more than deliver document management software, we help organisations transform the way they work. By combining deep technical expertise with real-world business knowledge, we automate and optimise your core business processes, driving efficiency, accuracy, and sustainable digital transformation across your organisation.

Proven Expertise in Process Automation

With decades of experience, we’ve helped businesses across all sectors move away from manual, paper-based processes. From automating approvals and data capture to streamlining document workflows and enabling remote access, we design intelligent systems that support smarter, faster, and more secure operations.

Perfect Solutions For Your Business!

Our extensive range of products will help your company on its digital journey.  Suitable for organisations of any size, and tailored to meet your bespoke requirements.

Document Management

With DocuWare all your documents are stored and shared digitally. It’s faster, more transparent, and more efficient than traditional paper-based methods.

Go Paperless

Document Workflow

We create digital workflows to meet an organisation’s bespoke requirements. We can provide an electronic system to track, edit, store and manage all documents associated with any existing or new process.

Digital Processes

Paperless Office

Reduce all associated paper costs and digitally store your documents in a secure and centralised location. Documents cannot be lost or duplicated and are readily available when you need them.

Reduce Paper Use

Accounts Payable

Automate manual data entry, provide accurate data capture of incoming invoices and get real time information.  Ensure your team has full visibility of the process from start to finish.

Automated Invoice Processing

Digital Signatures

As equal to physical signatures, digital signature technology improves the speed of auditing, provides smoother turnaround on contract completions, as well as reducing the associated costs.

Sign Electronically

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Contact us - info@doctech.co.uk or 0161 647 7040