Digitization, automation, and process control

BPM is a systematic approach to mapping, managing, and optimizing business processes. It enables companies to better understand their workflows, eliminate unnecessary steps, and increase efficiency across the organization. BPM is the foundation for long-term sustainable digitization and supports compliance with internal rules and external standards.

RPA enables the deployment of software robots that replace routine tasks such as transferring data between systems, checking data fields, or sending emails. Robots work non-stop, without errors, and free up employees for more skilled work. Combined with workflow and BPM, they form an effective automation ecosystem.

CCM provides a unified and efficient approach to creating, managing, and distributing customer communications across all channels. It enables companies to personalize content, ensure consistency of messaging, and accelerate the delivery of documents, emails, and notifications. As a result, customer satisfaction and loyalty increase while operational costs are reduced.

Workflow defines specific steps and responsibilities within processes, from invoice approval to request or incident management. By implementing a digital workflow, a company gains greater transparency, speed, and automatic notifications. The advantage is the measurability of each step and the ability to respond quickly to bottlenecks in processes.

Digital technologies are developing at a rapid pace and changing the way companies approach process management. Based on more than 20 years of experience, we know that truly effective companies do not rely solely on one-off automation, but build flexible and adaptable environments that grow with technological developments.

So what are the trends that are fundamentally influencing successful digital transformation today?

Intelligent automation

The combination of automation with elements of artificial intelligence (AI) and machine learning (ML) gives rise to what is known as intelligent automation. It not only enables tasks to be performed, but also allows for prediction, decision-making, and process improvement based on data. Typical applications include document classification, pattern recognition, and automated decision-making in more complex scenarios.

Generative AI and autonomous agents

The advent of generative AI has opened up new possibilities for automation, known as autonomous agents. These agents can combine language models with corporate data and tools to independently perform tasks or make decisions based on context. They can be used, for example, to process requests, draft responses, summarize documents, or automatically route tickets within service desks.

Low-Code / No-Code Approach

Modern platforms enable you to build applications or automate processes without the need for in-depth programming knowledge. Thanks to low-code and no-code tools, modifications can be faster, cheaper, and accessible even to non-technical users: for example, when creating internal forms, dashboards, or microservices.

The expanding role of integration

The key to efficiency is connecting individual systems, from ERP, CRM, DMS, and warehouse applications to HR applications. Modern automation platforms emphasize openness and integration using APIs or ESBs, which enables the creation of seamless digital flows across the entire company.

Document processing automation

Today, companies are faced with a large amount of unstructured documents such as contracts, invoices, and emails. Thanks to data extraction and classification technologies, these documents can be automatically processed, classified, and used without the need for manual transcription. The result is time savings and reduced error rates.

IBM Business Automation Workflow

A scalable platform for managing complex and highly regulated processes. It combines the power of the Business Automation Workflow engine with the robust FileNet content management system. It enables fully digital processing of requests, approval processes, and management of millions of documents.

Its strength lies in its integration with IBM Watson tools for cognitive content processing, advanced rights management, and audit trails—ideal for the financial sector, healthcare, energy, and public administration.

Microsoft 365 / SharePoint & TreeINFO

For organizations using Microsoft 365, we offer an extension to SharePoint with our own TreeINFO add-on. It is a modular solution for managing documents, forms, and processes, typically invoices, contracts, requests, or internal requirements. TreeINFO enables rapid workflow deployment, connection to ERP, and work with electronic signatures. It is ideal for companies that want to streamline document circulation in the familiar Microsoft environment.

NewgenONE Platform

A unified low-code platform that combines process management, document management, and robotic automation in a single system. It enables rapid workflow deployment, custom application creation, and digitization of complex agendas from customer onboarding to contract management. With support for integrations (e.g., SAP, MS365, UiPath) and built-in artificial intelligence, it is the ideal choice for companies that want to scale automation across their entire organization without having to combine multiple technologies.

OpenText Process Automation

A modern low-code platform for managing business processes and cases (case management). It allows you to model and automate complex workflows across departments, from employee recruitment and contract management to investment approvals.

Process Automation (formerly AppWorks) offers strong integration with other systems (e.g., SAP, Oracle, Salesforce, MS365), powerful analytics, and mobile device support. It is the ideal choice for companies that want to combine BPM, workflow, and document management within a single platform.

Thanks to integration with OpenText Extended ECM, processes can be linked directly to specific documents, ensuring greater control, transparency, and compliance with legislation.