Business Process Automation Workflows No Code Low Code

A business process is a structured set of activities or tasks performed in a specific sequence to achieve a business goal. It involves people, systems, data, and workflows to create value for customers or stakeholders.

Key Characteristics of a Business Process

Has a Defined Goal – A business process is designed to achieve a specific outcome, such as processing an order or approving a loan.
Follows a Sequence – Tasks in a process are performed in a specific order.
Involves Inputs & Outputs – Inputs (data, resources) are transformed into outputs (products, services).
Can Be Repeated & Measured – Business processes are standardized and repeatable, allowing performance tracking and optimization.

Types of Business Processes

Core (Primary) Processes – Directly contribute to delivering value to customers (e.g., order fulfillment, customer service).
Support Processes – Help primary processes run efficiently (e.g., HR, IT support, procurement).
Management Processes – Oversee and optimize business operations (e.g., strategy planning, compliance monitoring).

Examples of Business Processes

Order-to-Cash (O2C): From receiving an order to collecting payment.
Procure-to-Pay (P2P): Purchasing goods/services and processing payments.
Employee Onboarding: Hiring, training, and integrating new employees.
Incident Management: Handling IT or customer service issues.

Why Are Business Processes Important?

Improve efficiency and reduce costs.
Ensure consistency and quality in operations.
Enable automation and scalability.
Support compliance and regulatory requirements.

As you can see, business processes are everywhere and digitizing these business processes is a core part of enterprise software systems. In the past 20+ years, digitization has produced applications for businesses operate efficiently, reduce bottlenecks, and scale their operations while maximizing profits and market share. Thanks to No Code Platforms, digitization can now be achieved in a very short duration at a fraction of the cost. Let us explore building processes for HR and see how easy it is to build on the MyBiz Workflow Platform.

Human Resources Departments have processes for recruitment, employee onboarding/offboarding, payroll, performance management, employee relations/engagement, time and attendance management etc. Let us start by creating a process for vacation request.

On the MyBiz No Code Platform, creating a business process and associated workflows takes 10-20 minutes for each process. You can build these processes and structure them hierarchically to create a model that reflects your own business process model. Since it is very easy to build, users can build and modify these models which are available to use right away without the need for code build or deployment.

Vacation Request Process

Start by clicking on the New Process button (big + sign) under Setup link on top:

Complete the form as this is where you define the expectation of how this process works. It will serve as a good documentation when you have many processes built and like the users to understand what is the process doing exactly without spending extra time on training. They will see this when using the process.

Once you click on the “Save” button, it will show you a screen with instructions on what should be done next. Enter the two fields as shown below.

Let us scroll down and fill up data - every step or task has a role associated to it. Examples of roles are a developer, QA person, project manager, a doctor, a support analyst etc. In this case, it is any employee.

We want it to be reviewed and approved by a manager as shown below.

The task performers, reviewers and approvers are added here to start with. There is a settings page where you can add multiple roles for all these roles. For example, all employees will be given task performer role as they should be able to create a vacation request while managers will be given roles to review and approve the request. The settings screens will address that. Also, you can create different teams so the requests are routed to proper teams in the workflow. Let us move on to the next section which is an important section - adding custom data. All you need to do is click and add fields on a No Code basis.

As you can see from above, you may or may not have custom data in a workflow in a given step. Let us add fields as shown below by clicking the blue button and choosing the type of data it holds.

If you noticed, I added a backup employee name to emphasize that this is a purely custom implementation and you can make it part of the process than using emails and spreadsheets to track who is the backup person. This is just an example, but you can just add whatever you want here or you can update the process to add more fields later. The system is fully backward compatible so your old data will show old fields and new data will show the new fields. And, everything works without any build or deployments! Super easy and super simple! Now let us see how to add a single field by choosing the type of the data in the left most Control Type dropdown.

Since we chose a drop down that has multiple values, a popup will ask you for those options.

There are other API integration fields that we will skip for this step and save this step now.

When you click on the next step, you will see STEP NUMBER : 2 on the top of the screen and you continue building your UI out.

I will add my own email here as HR manager so I can get the HR manager tasks for demo purposes.

In this step, we want to call an API that will update vacation balances after this vacation request. This will happen on the click of the “Approve” button. This is a Low Code option where you can plug-in custom APIs and map data from the screen elements or get all data behind the scenes for other tabs/steps. Please note you can have multiple buttons to call multiple APIs. This features allows you to build out massive systems by calling APIs for custom behavior.

Once you save this, you are done with building a two step process using No Code and Low Code features.

Vacation Request Process Usage

To start using it, all employees will need to be added using another screen or using a script. I will skip that here. Since I setup myself as the task performer and also a HR Manager, I can use this right away. Go to Tasks link on top and click “Create” button on the top left.

As you can see, there are many processes that I am part of. Let us select the “Vacation Request” and fill details.

Let us skip other details for now that allow you to route to specific people, teams and associate to other processes. In my dashboard, I see this task created and I will fill up the details and set it for manager approval.

Navigate to Tasks/Open Tasks.

Let us open the task that is assigned to be worked on. The second task is not assigned as you can see and it is for the HR manager. Since I am pretending to be a HR manager, it is shown on my dashboard.

This screen shows how our process is built and the controls are rendered. Let us fill up data here.

There are many other controls and their features that I will not go in detail for now.

Mark it “Completed Pending Review” so the manager approval process can trigger. Save the data.

Now, let us login as the manager to see the vacation request and review and approve it. If you check the top section, it will show the “Review Completed / Accepted” checkboxes are disabled for me as we set up the manager to do these actions.

Once the manager logs in, he can check his Reviews Dashboard that will show a pending item for his review.

He can open his task and mark it reviewed. He is also the one approving it and he can approve as well. Please note these can be two different roles done by different people. It is setup this way to just demonstrate this. The review and approval processes are optional.

Once review checkbox is checked and data is saved, the manager’s dashboard will clear. He can now see this request in his approval dashboard. And he will go and mark it Approved.

I login back as the employee to check the review and approval from my manager.

Now, the HR Manager sees a task in his dashboard and he will click on the “Approve” button which will trigger an API to update vacation balances.

He will mark the status “Completed” and this will remove this task from his dashboard.

As you may have noted, you can use a built-in approval process. You can add custom behaviors and integrate with other APIs in a variety of ways and the system is designed to be extremely flexible. Building this process took me approximately 15 minutes. Imagine what you can build on this platform in a week! You can build fully customized CRMs, agile process suites for software development, support process models or a massive business system with dozens of processes and hundreds of data points. There are many other features for project management like Gaant charts, task assignment/re-assignment, work estimation, analytics to measure all processes etc. The system is designed to model business operational processes in an agile fashion so there are backlog boards, timeline boards for planning and automated workflow triggers where one process completion triggers another process. An example of this is a user story completion triggers a process to the DevOps team to integrate and deploy the code to a particular environment etc.

In summary, Low-Code No-Code tools are making software development easier and accessible to everyone. While complex problems can be solved by developers, other roles like business analysts, super users and citizen developers can help build systems in an easy manner filling the gaps in technology implementation of many processes. There are many processes which are not digitized and teams struggle with these processes because there is no IT budget for them or the time and cost it takes to build software for these processes outweighs the benefit. When there are tools to digitize almost everything, why not leverage these tools and build out systems and increase operational efficiencies.

https://www.digitifynow.com/

Business Process Modeling using No Code Tools