Create seamless productivity and delight your staff and customers with business process automation

Replace manual data entry and other repetitive and mundane tasks with automation, and create speed, efficiency and satisfaction in every department.

Accelerate your digital transformation and automate the tasks that slow you down

With digital transformation becoming less of a one-time, project-based transition and evolving into a continuous approach to improving the way we work, businesses need the right tools and processes in place to deal with market disruptions and facilitate uninterrupted productivity.

As our human workforce becomes stretched to capacity, trying to work “smarter, not harder” can quickly result in diminishing returns of quality output. This sees more and more businesses turning to business process automation tools to ensure long-term scalability and efficiency.

Technologies like robotic process automation (RPA), extended to full hyperautomation underpinned by AI are already transforming businesses in Australia. Business process automations work by executing repeatable processes and tasks typically performed by employees, instead powered by intelligent automation logic and even fully autonomous digital workers.

Now, with our Forum Automate platform and RPA services, you too have the opportunity to increase your workplace productivity, spend more time on high priority tasks and deliver a more satisfying experience to your employees and customers.

By adopting automation technologies and practices now, companies can not only achieve valuable short-term gains, but they’ll also position themselves for long term success. With repetitive, routine activities automated, employees are free to engage their minds in more creative, productive and advantageous ways. Leading to more time spent engaging with customers and more focus on high-value work.

Modern business automation solutions

Workflow Automation

To deliver the best experience for both customers and employees, forward-looking companies are using flexible, feature-rich workflow automation tools to maximise efficiencies.

The Forum Automate platform provides the end-to-end automation tools required to work smarter, save on costs and complement your workforce.

Intelligent Document Management

The requirements for document management solutions have moved beyond simple cloud storage. Now, we need our document management to include savvy search and retrieval systems, in-built security, audit tracking, access control and collaboration.

Our intelligent document management solutions save you time by helping you find critical business information quickly (even from unstructured content), without having to worry about version history.

Robotic Process Automation (RPA)

Using Robotic Process Automation technology we can mimic many of the behaviours that your employees carry out such as logging in to applications, copy and pasting data or making calculations more quickly and at a fraction of the cost of manually carrying out these processes.

Any of your high-volume, rules-driven tasks can be automated using RPA, and many should be. It’s mistake-free and always on.

Process Mining

In every business, there are hundreds or thousands of processes occurring every day as work flows around the business. Many of these have inefficiencies, bottlenecks, or steps that management are not aware of. Instead of manually mapping out these processes, process mining uses your existing tools and data points to create an end-to-end picture of your processes.

Allowing you to visualise improvements, eliminate bottlenecks and use technology to automate the measurement and monitoring of your regular processes.


Hyperautomation combines multiple automation tools (Robotic Process Automation (RPA), Digital Process Automation (DPA), AI and more) so that more processes can be automated with constant optimisation and intelligent analytics. 

With hyperautomation you can go beyond a single process or software automation to repeat any task virtually and dynamically. It’s perfect for businesses with complex work and complex legacy systems.

The benefits of intelligent business automation

Forum Automate Page Benefit Icons Fewer Errors

Fewer errors

Without employee intervention, there are fewer errors in all your work.

Forum Automate Page Benefit Icons Faster Performance

Faster performance

Automation enables you to do more work in less time, and frees up others to do the same.

Forum Automate Page Benefit Icons Lower Costs

Lower costs

Use technology to grow, without growing your team, and save costs caused by absenteeism and burnout.

Forum Automate Page Benefit Icons Happier Staff

Happier staff

 Staff get liberated from the repetitive and mundane tasks that risk their job satisfaction.

Forum Automate Page Benefit Icons Improved Satisfaction

Improved satisfaction

Customers and staff are happier when expectations are clear and delivery is fast.

M314621 Forum Automate Page Benefit Icons Db V1 06 Easier Compliance

Easier Compliance

Automate compliance tasks, mitigate the risk of errors and store documents securely.

How Forum Group helps you automate

For a growing number of businesses, the real question isn’t whether to automate, but what to automate and where to start. Every business is unique. Each has its own processes, but many of them can be automated to improve productivity and staff satisfaction.

There’s no silver bullet for deciding which processes to target for automation, but we can help. Our team of Automation Specialists will help you identify your priority processes for automation and implement a solution that meets all your documentation and compliance requirements, but streamlines the workflows for everyone. Stakeholders will know exactly what’s happening at all times and customers will have clear expectations.


1. Discover

We listen, consult and discover continuous automation opportunities​.

Print Process Icons Build

2. Build

We build tailored automations razor-focused on business and human optimisations​.

Print Process Icons Implement

3. Implement

We implement and run your automations and enable users to create their own to work side by side as a new way of working.


4. Support & Optimise

We support and measure performance and business outcomes, and continually optimise your automations.

Forum's intelligent business automation toolkit

Using Artificial Intelligence (AI) tools we capture and identify the repetitive business processes and mundane tasks that can be automated to improve your performance. With an end-to-end view of processes and rich data that is constantly being assessed, we’ll transform cumbersome tasks into high-end workflows that drive better business outcomes.

Specifically, we use automated process mining tools that run in the background of employees' computers recording how they use different applications to perform their tasks. Advanced algorithms and machine learning technology then learns from each data point to determine which workflows can be automated.

Business Automation Forum Group

Intelligent documents capture identities both printed and handwritten text and process it in any format you need. You’ll reduce the need for manual data entry, streamline your forms and checklists and eliminate errors.

Our capture tools work across hundreds of document types; allowing you to collect, classify and extract data automatically, and eliminate manual data entry from tasks such as invoice processing, digital recordkeeping and customer onboarding.

Business Automation Forum Group

New ways of working demand more efficiency, faster turnaround times and a greater emphasis on the job satisfaction of employees. That’s why we’ve invested heavily in business automation tools that deliver business transformation with happier staff and customers. Using RPA, Machine Learning and AI, we identify the areas of your business that are ripe for automation and implement without any complex integrations.

Automation doesn’t just streamline internal processes like the data entry from sales, but instead, it needs to help you streamline your customer relationships and automate the business itself. At Forum Group we recommend automations that deliver efficiencies and automations that deliver efficient selling, onboarding, support and customer advocacy.

Business Automation Forum Group

Most businesses still operate on independent, legacy technology that is either too complex or too expensive to integrate. Automation is a workable solution that removes the need for manual data entry and repetitive copy and pastes from system to system. We integrate all our automation technologies with your existing tools and save your team valuable time.

We can connect ERPs, CRMs, Marketing Automation, Task Management, Communications Tools, Support Desks, Accounting Softwares and Payment Providers in your new automations, so no matter what you’re trying to accomplish we can help.

Business Automation Forum Group

Automations record every execution and every task, making it easier for you to communicate the benefits of automation to leaders and direct reports and justify future automations in other areas of the business. Measure performance, identify areas to improve and understand what you have triggering and when at a glance.

By analysing the collected data of all workflows, we can improve existing workflows, develop future applications of similar workflows and test the suitability of other environments (e.g. cloud, social or mobile). At all times, we recognise that it is only with accurate data that our automations can be adapted to provide better customer and staff experiences — and when we have that data, we can adapt them almost instantaneously.

Business Automation Forum Group

Interested in creating more seamless processes and focusing on higher value work?

Talk to us today about your challenges and strategic goals.

Workflow automation solutions for every area of your business

Automate Finance and Accounting

Finance and Accounting

Your finance team operates in a complex and compliance-heavy environment, so it makes sense to help them automate their compliance processes, reduce the delays caused by chasing approvals and manual; payment processing. With more freedom, they can focus on high priority tasks that move your business forward.

Forum Group’s automation solutions can put your finance team back in control of their day with automatic emails, data capture, data entry into ERP, validation checks, payment reporting and notifications - providing you with the visibility and ease to proactively manage and forecast cash flow. Anything that your team can imagine, our workflows can build, ensuring you’re compliant, thorough and efficient in everything you do.

  • Remittance processing – Data capture, automated emails to customers, data entry into ERP.
  • Accounts payable/invoice processing – Capturing invoice information, performing multiple validation checks, approvals, data entry into ERP or accounting platform.
  • Accounts receivable – Payments due, reporting, automated emails to customers, data entry into ERP or accounting platform.
  • Contract management - Data capture, automated emails to customers, digital signatures, performing multiple validation checks, data entry into ERP.

Operations and Supply Chain

For operations and supply chains teams, automation empowers them with all the order management, inventory and product information they need to do their jobs more effectively. Instead of searching for and inputting high volumes of data into multiple legacy systems, workflows help operations teams reclaim their work week.

With effortless integration with ERPs and other systems, operations teams can automate their sales and purchase orders and emails to customers and suppliers. Keeping everyone well-informed, and employees happier.

  • Sales order processing - Data capture, multiple checks, automated emails to customers, data entry into ERP.
  • Inventory management – Monitor inventory levels, automated PO creation, data entry into ERP.
  • Procure to pay process - Data capture, automated emails to customers, digital signatures, performing multiple validation checks, data entry into ERP.
  • Product life-cycle management – Data entry into ERP, Integration with legacy systems, automated communications, reporting and analytics.
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Legal work requires accuracy, audit trails and regular sign-offs, and it often involves multiple employees from multiple departments. That’s why the most progressive businesses are automating their procurement, contracts and compliance with smart workflow automation.  

Upload legal documents, review them against existing terms, obtain digital signatures (and remind employees when they haven’t signed yet) and automate any emails within the process. It’s legal work without the complexity. 

  • Compliance management – Auditing reports, accurate data entry, automated workflows, document review, data matching.
  • Legal matter management - Accurate data entry, automated workflows, document review, obtaining digital signatures, automated emails to customers. 

Customer Service and Account Management

Customer service automation helps your support teams spend more time engaging with customers and less time searching for information, updating CRMs and transcribing calls. The result is easier onboarding of new customers, better service for existing customers and satisfied agents who hit their targets easily.  

With Forum Group automations, you can quickly clone customer notes across multiple systems, transcribe calls automatically and use conversational tools to improve your support and deliver a between customer experience, whenever your customers need it.   


  • Call centre collaboration – Data entry into multiple systems, transcribing conversations, automated emails to customers, AI chat tools.  
  • Customer onboarding - Processing forms, entering data into multiple systems, obtaining digital signatures, automated emails to customers.
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People and Culture

The employee experience has never been more important, so we’ve designed our automations and workflows to provide your staff with a comprehensive digital solution that works for all stages of the employee journey.

Impress your new starters with an efficient onboarding process, manage your existing teams’ leave requests and performance reviews automatically and take the pressure off your HR team. Our automations and workflows send your employees the forms, checklists, invitations and instructions they need to ensure that they’re well looked after and you’re compliant.


  • Employee on-boarding - Processing forms, entering data into an ERP, obtaining digital signatures, scanning documents into cloud storage.
  • Employee off-boarding - Processing forms, entering data into an ERP, obtaining digital signatures, scanning documents into cloud storage.
  • Compliance management.

Our clients


How we helped Prochem create a more efficient workflow, removing the need for manual workarounds

"Forum’s flexible approach to the solution allowed us to change processes mid-solution for improved outcomes. Excellent team and a pleasure to work with.”

Graham Llewellyn-Berry, Chief Financial Officer

Discover the employee and technology trends of the modern workplace

We can no longer expect our traditional office structures, equipment and processes to bring out the best in our employees. Discover the trends that are shaping 2021 and beyond!

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