1 Digital Transformation for Banks and Credit Unions / Whitepaper

W H I T E PA P E R

INTRODUCTION TO DEEP
DIGITAL PROCESS AUTOMATION

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 2 Digital Transformation for Banks and Credit Unions / Whitepaper

Inundated by more than 10,000 ads per day, advertising and brand recognition are not the instantaneous customer
lure they once were. Customers now expect more—and that “more” is an exceptional customer experience.
Speed, convenience, and helpfulness rank as the hallmark of the most outstanding experiences, with 73%
of customers calling it a critical factor guiding their purchasing decisions. This shift in consumer preferences
places a significant onus on businesses to deliver top-rated experiences at searing speeds, underscoring the
sentiment behind the now-famous Facebook battlecry to “move fast and break things.” In order to offer the
most streamlined end-to-end experiences that effectively woo and retain customers, organizations turn to
leading digital transformation technologies like Digital Process Automation.

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 3 Digital Transformation for Banks and Credit Unions / Whitepaper

What is DPA?
Organizations need the right technology in place to execute on the promise to develop and deliver “fast,
convenient, and helpful” experiences. The tenet demands a mix of efficient, quick-moving internal processes,
organizational collaboration, sophisticated process coordination, and an unsurpassed agility to continuously
stay ahead of seismically shifting technologies. DPA, or Digital Process Automation, has been the foundation for
how smart companies build true end-to-end experiences for their customers, by helping them:

• Automate workflows: The customer experience is inevitably slowed when a critical step requires a staff
member to manually transfer input information into a spreadsheet or transfer data between systems.
Manual steps increase the probability of human errors, which degrade the overall customer experience.

• Eliminate tedious, paper-laden tasks: Processes that require wet signatures or the hand-passing
of forms between staff members slows outcomes and timelines. DPA helps organizations reduce
processing times by digitizing steps like these.

• Oust outdated systems: Does data languish for hours or days in an outdated system? Is there an
archaic point solution that brings progress to a grinding halt? DPA can identify and banish workflow
bottlenecks.

• Stay on top of regulatory changes: Industries like banking and healthcare are often at the mercy of
rapidly changing government or policy regulations. Any delay in system updates can lead to processing
delays—or even hefty fines. Instead of plodding through disparate platforms to make system updates,
DPA makes it easy for organizations to quickly update all of their system processes in one fell swoop.

• Test and improve processes: No process is ‘set it and forget it.’ DPA helps organizations analyze their
processes on an ongoing basis. Every workflow requires continuous monitoring and improvement in
order to make the small tweaks that mark the difference between success and failure.

Offering the best customer experience comes down to more than good intention. A splashy, colorful, and easy-
to-use onboarding experience might appear user-friendly on its face, but it’s the nuts and bolts of the back-
end system that ultimately enshrine or entomb the reputation of the organization. If an application is easy to
fill out, but takes days or weeks to meander through an organization’s outdated systems, fraught with manual
tasks and administrative bottlenecks, customers will ultimately pack up and take their business elsewhere.

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 4 Digital Transformation for Banks and Credit Unions / Whitepaper

What is Deep-DPA?
The right business process management platform (BPM) is the catalyst for fine-tuning the automated internal
workflows that define DPA. Without the detailed roadmap and understanding of internal processes that BPM
provides, organizations would have little insight into how and what to automate and digitize.

Experts divide DPA into two distinct categories: DPA-wide and DPA-deep.

DPA-Wide encompasses platforms that provide automation tools to the organizational masses, compromising
process depth for a greater distribution of the technology. But, to deliver a truly spectacular end-to-end
customer experience, customers do not have the luxury of shallower process design, but need easy-to-
use tools that can help democratize design and development of even the most layered and sophisticated
automated workflows.

Deep-DPA, or Deep Digital Process Automation is considered the next evolution in BPM. It’s at the heart of
how organizations can best equip themselves for success. Deep-DPA hones in on the details of a business
process, narrowing in on the detailed step-by-step minutia to create long-running sophisticated automated
workflows that operate at the pinnacle of customer expectations. Traditionally, this level of sophistication has
been reserved for IT experts and coding masters, but modern low-code platforms like ProcessMaker give
citizen developers—business users without extensive software development training—the keys to the deep
process automation kingdom.

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 5 Digital Transformation for Banks and Credit Unions / Whitepaper

What qualifies as a
Deep-DPA Platform?
Many platforms that are low-code are designed to handle simple tasks like the automated distribution of a
white paper triggered by an email signup. To develop the style of sophisticated workflows that are the gold
standard of Deep-DPA, platforms often require significant coding mastery. Deep-DPA platforms are capable of
handling the most sophisticated level of business processes—and equip every member of your team with the
toolbox to design and deploy them:

• A Deep-DPA platform can handle the most complex cases: A powerful Deep-DPA platform can churn
out complex, long-running processes that integrate cross-discipline variables like security and regulatory
requirements.

• A Deep-DPA platform future-proofs your organization: Consumer preferences change as rapidly as new
technologies are introduced. Shallow process management or outdated technologies like a patchwork of
point solutions hinder the ability to integrate fresh, budding technologies into your pipeline.

• A Deep-DPA platform leverages modern application architecture: Software developers clamor for the
scalability of serverless and the flexibility of microservices. A Deep-DPA platform can leverage these new
strategies for optimal performance.

ProcessMaker hits the sweet spot: an agile, low-code platform where anyone within an organization can quickly
design and deploy complex processes with minimal software experience.

Although most businesses believe they deliver a remarkable customer experience (almost 80%!), only 8% of
customers of the same businesses reported satisfaction. Providing an exceptional customer experience cannot
be a fleeting thought that languishes in the pages of an ignored business plan. It is a living, breathing mission
that must infuse into all aspects of your organization, uniting cross-department business workflows under one
process-driven umbrella. Using the right Deep-DPA platform, your organization will have the long-term systems
in place to offer the most powerful and celebrated experiences that attract and retain customers for a lifetime.

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 6 Digital Transformation for Banks and Credit Unions / Whitepaper
About ProcessMaker
ProcessMaker is low-code BPM and workflow
software. ProcessMaker makes it easy for business
analysts to collaborate with IT to automate complex
business processes connecting people and existing
company systems. Headquartered in Durham, North
Ready to learn more about how intelligent
process automation can serve your organization?
Learn more at processmaker.com
Carolina in the United States, ProcessMaker has a
partner network spread across 35 countries on five
continents. Hundreds of commercial customers,
including many Fortune 100 companies, rely on
ProcessMaker to digitally transform their core
business processes enabling faster decision making,
improved compliance, and better performance.
Request a Free Demo
+1.919.289.1377
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