Business Process Automation Examples

Wednesday, Sep 14th 2022
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Employees spend a lot of time completing repetitive tasks. Processes that should take a few days to complete often end up taking weeks. If your small or medium business (SMB) is still doing things manually, it’s time to modernize your processes.

This is where business process automation (BPA) comes in. BPA is the use of technology to automate processes throughout an organization and it enables you to streamline operations and increase efficiency.

Why is business process automation useful?

Automating your business processes delivers a plethora of benefits, including:

  • Enhancing the customer experience: Customer experience is essential to maintain and grow your business. Personalizing communications and delivering them according to your customers' preferences delivers a better overall customer experience.
  • Reducing operational expenses: Reducing or replacing paper-based communications will save money on postal costs and mailing supplies.
  • Improving security and compliance: Automating your document delivery reduces the risk of human error and ensures that the right documents go to the right customer.
  • Boosting employee engagement and productivity: Eliminating time-consuming tasks allows your employees to focus on your core business.
  • Saving time: Significantly decrease the time it takes to prepare critical outbound communications.

Examples of Business Process Automation

Business process automation has endless applications for different industries and functions.

In this section we’ll share a few examples of customers that utilized Quadient’s Impress platform to streamline their outbound communication processes and build powerful connections with their customers.

The ONTO Group automates communications for school timetables with Quadient Impress

The ONTO Group is an education technology company supporting schools across the UK and in Dubai, Malawi and South Africa in their use of data. In 2020, the company was "keen to find the best solution to meet an unforeseen need as quickly and effectively as possible."

ONTO Group utilized Quadient Impress to produce customized timetables reflecting the changed scheduled of schools during those exceptional times and send the documents rapidly to parents. These bespoke timetables were professionally presented, rapidly produced and issued in under two hours, saving days of staff time. Automatic data collection supports the process for accurate and efficient information input.

Download the full case study to learn more.

Quadient software and hardware revolutionize Automated HealthCare Solutions’ document processes

Automated HealthCare Solutions (AHCS) processes $2 million in claims weekly and sends out an average of 100,000 pieces of communications per month. Because the company’s cash flow is tied to claims, it is imperative that claims are processed in a timely manner. As the business was growing, the amount of paper and documentation that needed to be organized, assembled, and sent out was becoming increasingly difficult to manage manually and was costing AHCS more labor and postage spend.

By automating processes with Quadient’s hardware and software solutions, AHCS has eliminated its time-consuming manual document preparation process and has optimized employee resources. AHCS’s manual 6–8-hour process was reduced to less than 2 hours, providing labor savings from weekend and overtime work. Within the first year, AHCS realized over $250,000 in savings in postage alone and achieved ROI in less than 10 months.

Download the full case study to learn more.

Real estate firm adds new levels of efficiency, cost savings and security with Quadient Impress

Real estate firm Tri-Hill was frustrated and dissatisfied with the high number of manual-labor hours required to deliver its tenant rent statements each month. Tri-Hill leaders wanted to redirect those time-consuming administrative hours to activities that would grow their real estate business. They wanted a solution that would streamline their rent billing process, as well as yield an efficient and secure procedure for sending mail. Quadient Impress Distribute was the answer.

The web-based software gave Tri-Hill the power to print their rent bills, sort, insert, seal, meter/stamp envelopes and deliver hundreds of mail pieces through the United States Postal Service® from any computer and all from a remote third-party location. The company also gained the option of sending documents electronically via email, fax or text.

Download the case study to learn more.

In this section we’ll share a few examples of customers that utilized YayPay by Quadient’s AR platform to streamline their Accounts Receivable processes to get paid faster – from anywhere.

StackAdapt averages a time savings of 10-15 hrs per week with YayPay

Prior to implementing YayPay's AR solution, StackAdapt was struggling with two core challenges: providing a seamless and efficient customer experience and forecasting payments and cash flow with accuracy.

They have seen tremendous benefits after implementing YayPay:

  • Time savings of 10 - 15 hours / week
  • Happier customers
  • Full transparency into their customer’s stories
  • Enhanced customer self-service resulting in higher customer engagement

Download the case study to learn more.

Cheetah Digital reduces overdue AR by 35%

Cheetah Digital had no automated dunning process, so their clients would receive an invoice and then never hear from them again, or only heard from them when the invoice was severely delinquent. The collectors, all of whom were new, were each attacking their portfolio in a variety of ways, - spreadsheets, system reports etc. - so there was no consistency in their approach and no visibility to anyone else throughout the company.

With the implementation of the YayPay AR solution, they achieved the following:

  • DSO reduction globally of 20 days
  • 35% reduction in overdue AR
  • Automated workflows that integrate sales and the AR team
  • Internal reporting for global transparency on the entire AR portfolio

Download the case study to learn more.

ServiceRocket was able to automate and significantly scale their collections workflow with YayPay

ServiceRocket is a global leader in software adoption for enterprise companies. With a small team and multiple offices, process oversight was scarce.

They were looking to scale their AR operations to better support the company. They also wanted to give their AR teams that managed customer relationships more transparency on customer accounts outside of the NetSuite platform. In doing so, ServiceRocket could adopt a more holistic approach to managing the customer experience.

With the implementation of YayPay, they saw immediate benefits:

  • helped ServiceRocket get more out of their investment into the Net- Suite ERP and bring more cash into the company.
  • experienced an improvement in collections speed
  • Improved DSO by 10% after automating ServiceRocket’s AR operations
  • ServiceRocket’s finance team has more time to work “on things that are a net improvement to the business and not just operational processing,” internal communications around customer accounts are now more transparent and aligned

Download the case study to learn more.


Business process automation can be used to streamline just about any business process, delivering greater efficiency, cutting costs, freeing up time, and allowing you to better service your customers. The time is now for SMBs to invest in BPA software to future-proof their business.