Automate smarter with Moxo: BPA templates and KPI workbook for performance tracking
At a glance
Manual process design and disconnected metrics make it hard for teams to scale and prove efficiency gains.
The Moxo Business Process Automation Template Library provides ready-to-import workflows for common processes across finance, HR, and client operations.
Paired with the KPI Workbook, teams can track cycle time, error rate, and ROI from a single dashboard.
Moxo helps organizations move from ad-hoc improvement to measurable, repeatable automation that delivers impact in days.
The pressure to prove performance
In today's competitive landscape, automation buyers are under immense pressure to deliver results—and fast. They're no longer just looking for solutions; they're looking for quantifiable success. Key decision-making factors include:
Speed to value: How quickly can new workflows be implemented and start delivering results?
Compliance and security: Is the automation process secure and compliant with industry regulations?
Measurable impact: Can the success of the automation be tracked and proven with clear data?
Buyers need workflows that can be deployed instantly and dashboards that clearly demonstrate success. The Moxo Business Process Automation (BPA) Template Library and KPI Workbook address these needs directly, combining these critical elements into one central hub. This powerful combination enables teams to build, automate, and track performance with full visibility, ensuring every automated process delivers measurable value.
Beyond the pilot: Why automation initiatives stall
Many organizations invest heavily in automation tools, yet struggle to scale successful pilots into broader, impactful initiatives. This often happens because two critical elements are missing from the outset:
Lack of reusable templates: Teams spend weeks reinventing the wheel—meticulously mapping processes, designing forms, and aligning complex approvals for each new project. Without standardized business process automation (BPA) templates, efforts become fragmented and inefficient.
Absence of clear performance measurement: Without real-time key performance indicators (KPIs) and a structured way to track them, the true impact and ROI of automation efforts remain elusive. This lack of clarity slows momentum and makes it difficult to justify further investment.
According to Gartner, more than 60% of transformation projects underperform due to a lack of frameworks that define measurable outcomes. Moxo’s library eliminates this risk by pairing proven templates with connected reporting dashboards.
The challenge for modern operations leaders
In today's competitive landscape, operations leaders are under constant pressure to do more with less. They face the dual challenge of reducing manual, repetitive tasks while simultaneously maintaining—and proving—audit-ready compliance.
Key stakeholders, from executives to clients, now expect:
Faster cycle times: Quicker turnaround on all processes, from client onboarding to project completion.
Transparent tracking: Real-time visibility into the status of every workflow and task.
Error-free documentation: Flawless records to meet stringent regulatory requirements.
Meeting these demands with manual processes is no longer sustainable. It leads to operational bottlenecks, increased risk of human error, and a lack of clear data to demonstrate value. This is where Business Process Automation (BPA) becomes essential.
With a library of pre-built BPA templates and integrated KPI tracking, organizations can quickly standardize processes, ensure they meet all regulatory standards, and prove the ROI of their automation efforts from the very first workflow.
Solution criteria for a BPA platform
Ready-to-use templates
A BPA solution should include importable workflows for finance, operations, and client collaboration. These shorten implementation time and ensure consistency.
Integrated KPI dashboards
Cycle time, throughput, and error rate must update automatically from live data. Moxo’s KPI workbook connects directly to each workflow, reducing manual effort.
Secure external collaboration
Automation should extend safely to clients, vendors, and partners. Moxo provides SOC 2, SOC 3, and GDPR compliance, encryption, audit trails, and role-based access in every workflow.
No-code configuration
Teams should customize workflows visually. Moxo’s no-code workflow builder allows users to adjust steps, rules, and notifications without IT help.
What’s in the library
The Moxo BPA Template Library includes workflow blueprints for critical business functions, each mapped with roles, SLAs, and automation triggers.
Finance templates
Invoice approvals, vendor onboarding, and budget control workflows — all equipped with document routing, notifications, and approval logs. Related use cases appear in the vendor portal and accounting solutions.
Operations templates
Change requests, incident reporting, and maintenance handoffs with mobile reminders and full audit trails. These templates integrate seamlessly with the project management dashboard for real-time oversight.
Client workflows
Client onboarding, renewals, and feedback loops — all through a branded, mobile-first client portal. Each flow includes automated forms, approvals, and e-sign capabilities through built-in integrations.
Each template supports secure document sharing, version control, and contextual comments, ensuring that collaboration stays traceable and compliant.
How to import and automate with Moxo
Setting up automation in Moxo is fast, intuitive, and designed for impact — so teams can streamline business processes while tracking measurable results.
Step 1: Access the template library
From your Moxo workspace, explore the curated library of Business Process Automation (BPA) templates. Choose from prebuilt workflows for invoice approvals, client onboarding, policy attestations, or project reviews — all modeled on industry best practices.
Step 2: Select and import your process
Choose a process that fits your use case (e.g., automate recurring approvals, employee feedback collection, or vendor reviews). Click “Import” to load the workflow into Moxo’s Flow Builder, where every detail can be configured for your business.
Step 3: Customize and configure
Fine-tune participants, SLA timers, routing logic, and notifications. Add approvals, eSign steps, and AI Review Agents to ensure quality control without increasing workload.
Step 4: Publish and share
Once configured, publish your flow and share it internally or externally using Magic Links — enabling secure participation without logins.
Step 5: Track performance with the KPI workbook
After deployment, track performance in real time through Moxo’s integrated KPI Workbook.
With Moxo, automation isn’t just about saving time—it’s about working smarter, boosting productivity, and staying on top of performance metrics.
Once live, the workflow inherits security, reminders, and document tracking automatically. More configuration tips are available on the product overview and integrations pages.
Track performance with the KPI workbook
The Moxo KPI workbook offers a real-time, comprehensive view of your team's performance by connecting directly to your live workflows. It acts as a single source of truth for all your performance data, eliminating the need for manual tracking and cumbersome spreadsheets.
Leaders can instantly monitor key metrics to understand workflow efficiency and identify areas for improvement.
Core metrics at a glance:
Cycle time: Measures the total time a workflow takes from submission to completion.
Error rate: Calculates the percentage of workflows that require exceptions or rework.
Touches per workflow: Counts the number of manual interactions needed to complete a task.
Throughput: Tracks the number of workflows completed within a specific period (e.g., daily, weekly, or monthly).
By analyzing these metrics, teams can pinpoint friction points, quantify efficiency gains from automation, and make data-driven decisions to optimize their processes.
Inside the KPI Workbook
The KPI Workbook helps leaders measure efficiency, identify bottlenecks, and optimize continuously. It transforms your automated workflows into quantifiable insights with visual dashboards and data tracking.
Here’s what you can monitor:
Real-time performance tracking with KPI dashboards
Moxo’s BPA templates come with a KPI workbook that lets you monitor the performance of your automated workflows in real time. This workbook features preset dashboards for key metrics like cycle time, error rate, and workflow touches.
Track cycle time: Monitor the median completion time for your processes to quickly spot and address any delays.
Identify error rates: Use detailed audit logs to see where rework is happening and which steps are causing exceptions.
Analyze workflow touches: Compare manual versus automated steps to clearly visualize your ROI improvements.
You can easily export these dashboards or share them in read-only mode with auditors and executives to keep everyone informed.
Start with these three flows today
Invoice approval automation
Automate routing, reminders, and document validation to cut approval cycles by up to 60%. Learn how global firms achieved similar results in case studies.
Budget control workflow
Apply approval matrices and automated escalations for compliant, efficient spending decisions. Performance can be tracked directly in the KPI workbook.
Client onboarding flow
Digitize client intake through guided forms, file uploads, and e-signatures in a branded portal. Teams have reported up to 75% higher client satisfaction — detailed in Moxo’s professional services case studies.
How Moxo helps
Moxo streamlines automation from design to measurable outcome. Its workflow builder lets teams map and customize end-to-end processes. Workflow automation manages approvals, reminders, and escalations. Document management centralizes files with audit trails. The client portal enables secure participation for clients and vendors.
Every feature is built on enterprise-grade security and compliance, with configurable integrations that extend automation into existing CRMs, ERPs, or collaboration tools. Together, these capabilities help teams accelerate execution and quantify ROI confidently.
Case study snapshots
Financial services
A wealth management firm automated onboarding through the workflow builder and e-sign integrations, reducing intake time by 60% while maintaining full compliance.
Legal and compliance
A law firm consolidated approvals and document control, creating audit-ready records and improving contract turnaround time by 40%.
Professional services
A consulting agency used a white-label client portal for approvals and file exchange, cutting project delays by 50% and improving client satisfaction.
Conclusion: Accelerate measurable automation outcomes
Sustainable automation depends on visibility and proof. With ready-to-import workflows and connected KPI dashboards, teams can launch faster, measure performance, and improve continuously.
Moxo’s secure, no-code ecosystem brings structure and clarity to complex processes. With features spanning workflow design, automation, document management, and client collaboration, it unites teams and clients in one compliant, mobile-first workspace.
Ready to turn your automation plans into measurable outcomes? Explore the get started page to book a personalized walkthrough.
FAQs
How are the templates priced?
Templates are included with Moxo’s workflow automation plans. Pricing varies by team size and usage — see details on the pricing page.
Can we customize templates without developers?
Yes. Teams can modify steps, forms, and rules directly in the no-code workflow builder.
How secure is the platform for client-facing workflows?
It meets SOC 2, SOC 3, and GDPR standards with full encryption and audit trails.
Does it integrate with our existing systems?
Yes. It connects with CRMs, ERPs, and cloud tools via integrations.
How quickly can we see measurable ROI?
Teams typically achieve 40–60% faster approvals and up to 95% less email within the first month. Request an ROI consultation to explore your potential gains.
