Many organizations invest in platforms like Microsoft 365 but still rely on email chains, spreadsheets, and manual approvals to run core operations. Requests get lost in inboxes, documents move between systems without structure, and teams spend time tracking status instead of moving work forward. These gaps create delays, errors, and limited visibility for leadership.
Business Process Automation addresses this by replacing manual, repetitive work with structured digital workflows. Instead of relying on memory or email, processes are standardized, approvals are tracked, and information moves between systems automatically. Convergence Networks helps organizations implement automation using Microsoft technologies and a structured approach that aligns with how each department actually operates.
What Business Process Automation Actually Automates
For Procurement
The problem
Procurement requests often start in email or spreadsheets. Managers are asked to approve purchases, but requests sit in inboxes, attachments get lost, and finance teams have no clear record of what was approved or when. When budgets are involved, delays and confusion increase.
How BPA can help
A purchase request can start from a simple form or SharePoint list. Once submitted, the workflow routes it to the correct manager based on department or cost. If the request exceeds a set amount, it automatically moves to finance or leadership for additional approval.
Approvals can happen directly in Teams or Outlook.
Once approved, the request is logged, the document is stored in SharePoint, and finance receives the record automatically.
No email chains.
No lost attachments.
No unclear status.
For Human Resources
The problem
Onboarding and offboarding often rely on checklists and emails between HR, IT, and managers. Tasks get missed, access is delayed, and information lives across multiple documents.
How BPA can help
When a new employee is added to a form, a workflow can trigger account setup, access requests, and equipment assignments. Each task is assigned automatically to the right team and tracked until completion. Offboarding can follow a similar process to remove access and notify departments.
HR does not need to follow up with multiple teams.
Tasks move in order.
Completion is visible.
For Finance and Approvals
The problem
Expense approvals, budget requests, and invoice reviews often move through long email threads. There is no consistent path, and tracking approval history takes time.
How BPA can help
Expense or invoice submissions can trigger an approval workflow based on the amount or department. Notifications are sent automatically, approvals are recorded, and documents are stored in a structured location. Finance teams can see the status at any time without chasing updates.
Approvals follow the same path every time.
Records are stored automatically.
Audit trails are available when needed.
For Operations and Internal Requests
The problem
Internal requests such as equipment needs, service requests, or project approvals are often submitted informally. Teams spend time tracking who owns the next step.
How BPA can help
Requests can be submitted through a structured form. The workflow assigns the task, notifies the responsible team, and tracks progress until completion. Requesters receive updates automatically and can see the status without sending follow-ups.
Ownership is clear.
Status is visible.
Work moves forward without manual tracking.
The Three Stages of Business Process Automation
Convergence Networks approaches automation in three structured stages to ensure long-term success and alignment with business goals.
1. Process Discovery and Assessment
The first step is understanding how work currently happens. Our team works with stakeholders to map existing processes, identify inefficiencies, and determine which workflows should be automated. This stage focuses on removing unnecessary steps, clarifying ownership, and defining outcomes before any automation is built.
2. Workflow Design and Implementation
Once priorities are identified, we design automated workflows using Microsoft tools such as Power Platform and Microsoft 365 integrations. Approvals, notifications, document routing, and data movement are structured into repeatable digital processes. Each workflow is built to support the way your teams actually operate, not a generic template.
3. Optimization and Ongoing Improvement
Automation is not a one-time project. After deployment, workflows are monitored, refined, and expanded to additional departments as needed. Reporting and analytics provide insight into performance, allowing processes to improve over time and scale with the organization.
At every stage, our team ensures that your automations are reliable, auditable, and aligned with your security policies so you can move forward with confidence.
Why Organizations Invest in Business Process Automation
When processes are automated and connected, teams spend less time on repetitive work and more time on high-value tasks. Manual errors are reduced, approvals move faster, and documents are stored in structured systems instead of scattered across email threads and shared drives. Leadership gains visibility into operations, and employees experience fewer delays when completing daily responsibilities.
Automation also supports consistency. Every request follows the same path, required steps are completed in order, and audit trails are available when needed. This improves accountability and helps organizations maintain compliance requirements without adding administrative overhead.
Moving From Manual Work to Structured Operations
Business Process Automation is not just about efficiency. It is about creating reliable, repeatable ways for work to move through the organization. When workflows are connected and standardized, teams collaborate more effectively, decisions happen faster, and leadership gains clearer insight into performance.
Convergence Networks helps organizations identify where automation will have the greatest impact and implement workflows that support long term operational stability within the Microsoft ecosystem.
