Business Process Automation Guides
Map the current workflow, decisions and exceptions before handing a process to an automation system.
Business Process Automation Guides in this category
- How to Create a Process Map Without UiPath — Build a current-state process map from steps, decisions and roles without deploying RPA.
- Process Mapping Without RPA: When Documentation Is Enough — You do not need RPA to document a process. Use a shared map when the job is understanding work; use automation when software must perform it.
- Business Analyst Process Documentation: From Requirements to Review — Document current and future states with owner lanes, stakeholder decisions and revisions before specifying automation.
- RPA Candidate Assessment: Map Before Automating — Assess repeatability, data quality, exception rates and ownership before choosing a process for automation.
- How to create a workflow diagram — How to create a workflow diagram: model the request, the approval gates, the work itself and the review that closes the loop, with each state owned by a role. With a live access-request example.
- How to create a decision flowchart — How to create a decision flowchart: write each decision as a question, make the exits exhaustive and exclusive, state the criteria, and give every outcome an ending. With a live bug-triage example.
- How to map a business process — How to map a business process end to end: agree the boundaries, interview the people who run it, map the as-is including exceptions, then validate it. With a live procure-to-pay example.
- How to document a business process — How to document a process so it stays true: name an owner per step, record the decision rules, put the document under version control and approval, and set a review date. With a live example.
- How to map process handoffs — How to map the handoffs in a process: find every point where work changes hands, record how the receiver is told, and measure the wait. With a live employee offboarding example.
- How to create an approval workflow — How to design an approval workflow: decide what each gate is really deciding, set thresholds from your delegation of authority, route rejections somewhere, and record who approved what.
- How to map a process before automation — Map a current workflow, its owners, decisions, exceptions and input data before specifying automation. See a worked access-request process.