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Business Process Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Business Process Management Software

Business process management (BPM) software helps define, automate, and report on processes that are intended to help optimize businesses to deliver on company goals. These tools are designed to help businesses optimize their processes and workflows, improving overall efficacy in day-to-day functions. BPM systems are used to clearly define processes that span a full company’s operations and then monitor those processes. These tools can also be used to help automate processes. The strength of BPM systems is that they can look at the big full-company picture and can be used by any department, but they are commonly selected by operations teams. BPM systems can have case management features, so integrations with CRM software are common.

BPM software shares features and functionality with other solutions, and it is important to understand the differences between the different offerings. Thus, although both BPM systems and workflow management software provide the ability to define and manage sequences of business activities and tasks, the former is distinguished from the latter inasmuch as it provides users the ability to get a broader picture of all the processes in your organization. Although workflow is a component of BPM, it is more about task management and how repeatable, less complex individual processes get accomplished.

Businesses looking for tools built specifically for creating internally-facing applications to streamline processes and automate tasks can look to rapid application development (RAD) software, such as low-code and no-code development platforms, which sometimes have tools that assist in building process automation into applications. Solutions that are specifically tailored for building applications for a process automation use case are referred to as digital process automation software. Finally, businesses simply looking to map and mine their processes, through diagraming, process discovery, and more, are able to take advantage of process mining software.

To qualify for inclusion in the Business Process Management (BPM) category, a product must:

Capture business processes
Allow the creation of business rule logic
Provide tools for monitoring execution performance
Give users the ability to automate business processes
Have the ability to create forms and other basic interfaces in a digital format or allow for integrations with other tools for the data

Top 10 Business Process Management Software

  • Nintex Process Platform
  • Pipefy
  • Kissflow
  • ProcessMaker
  • Microsoft Power Automate
  • Ninox Database
  • Creatio
  • Appian
  • iGrafx
  • Quixy

Compare Business Process Management Software

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(657)4.2 out of 5
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Public and private sector organizations all around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate, and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, robotic process automation, document generation, forms, mobile apps, process analytics and more, all with an easy to use drag and drop designer. With clicks not code, Nintex makes it faster for organizations of every si

(139)4.5 out of 5
Entry Level Price:$0 user/month

Pipefy is the workflow management software that makes business processes—such as purchasing, job opening, accounts payable and employee onboarding—hassle-free, so requesters, processors and managers are more efficient. Through fast-to-deploy, no-code, automated workflows, Pipefy enhances speed, increases visibility, and delivers higher quality outcomes without the need of IT implementation. Drive digital transformation, gain control of soaring service request volumes through easy to use, enterp

(474)4.3 out of 5
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Kissflow is the first-ever Unified Digital Workplace Platform that allows you to manage all of your work at one place. Kissflow is used by over 10,000 customers across 160 countries. Kissflow believes the people closest to the chaos know how to fix it best. That’s why we created a platform to help all business users discover, create, modify, and use business applications. Each application is made using beautiful, easy-to-use, and modern technology to help even non-technical people create amazi

(236)4.3 out of 5
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Entry Level Price:$1,495 per Month

ProcessMaker's low-code workflow automation platform empowers business users to rapidly design and deploy solutions to complex workflow problems in hours, not months. The platform makes it easy for users to automate processes, connect and extend third party systems, reduce bottlenecks, and deliver true digital agility to your organization.

(28)4.6 out of 5
Entry Level Price:$15 1 User Month

Reach new heights of business productivity by automating repetitive, time-consuming tasks with Microsoft Power Automate.

(320)4.7 out of 5

Create Apps that match your workflow. The tools we use everyday at work should fit like a tailor-made shirt - no itching, no scratching. Ninox lets you integrate everything you need - applications from different departments to streamline your operations - e.g. CRM, Sales, ERP, Projects, HR & Administration

(182)4.6 out of 5
Entry Level Price:$35 user / month

Creatio is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service and operations for mid-size and large enterprises. Together with hundreds of partners Creatio operates in 110 countries worldwide. The mission of Creatio is to help companies ACCELERATE! Creatio provides its customers with comprehensive full-f

(97)4.5 out of 5

Appian provides a leading low-code automation software development platform that enables organizations to rapidly develop powerful and unique applications. The applications created on Appian’s platform help companies drive digital transformation and competitive differentiation. For more information, visit www.appian.com. ANALYST REPORTS Appian is proud to once again be named a Leader by Gartner for Enterprise Low-Code Application Platforms. Access report via: https://ap.pn/3d8RYQJ Appian, A Cl

(79)4.6 out of 5
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We believe that process is at the center of everything. Our Business Transformation Platform turns your processes into a portfolio of valuable assets. Using the power of process knowledge, iGrafx provides the most comprehensive Business Transformation solutions for process capture and discovery, support of RPA and workflow automation, customer experience, governance, risk, compliance, and more. Offered as SaaS and private cloud deployment, iGrafx is the most scalable, currently supporting the

(40)4.9 out of 5
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Quixy is a cloud-based user-friendly business application platform that empowers business users with no coding skills to automate workflows & processes, and build enterprise-grade applications, using simple drag and drop design, ten times faster compared to the traditional approach. Quixy provides dozens of pre-built solutions for a variety of use cases such as CRM, Project Management, HRMS, Travel and Expense Management, Service Request and Incident Management, and much more. Evaluate Q

(103)4.5 out of 5
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Kintone is a no-code business application platform that allows non-technical users to create powerful apps, workflows, and databases for their teams and organizations. Using clicks instead of code, Kintone users can build apps that automate business processes, collaborate on projects/tasks, and quickly report on complex data. For business users that need to get started right away, Kintone also provides dozens of pre-built applications for a variety of use cases such as CRM, project management,

(84)4.0 out of 5

The Industry's Most Complete and Unified BPM Solution A complete solution for all types of processes that provides a unified process foundation, user-centric design, and social BPM interaction. Reduces complexity and risk and increases business efficiency and visibility.

(120)4.2 out of 5

OnBase is a single enterprise information platform for managing content, processes and cases deployed on-premises or in the Hyland Cloud. OnBase centralizes important business content in one secure location, and then delivers relevant information to the right people when they need it, wherever they are. Increase productivity, deliver excellent customer service and reduce risk across the entire enterprise. Learn more at OnBase.com.

(83)4.5 out of 5
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Welcome to The LogicGate Risk Cloud. The LogicGate Risk Cloud™ is an end-to-end suite of applications that blend flexibility and out-of-the-box functionality to aggregate, manage, and mitigate the entire landscape of risk within an organization. Equipped with a quantitative understanding of their organization’s risk posture, business leaders can supercharge their risk programs and take on smarter risks and opportunities.

(73)4.6 out of 5
Entry Level Price:$24.99 user/month

Comindware Tracker® - a no-code Workflow Management Software that enables companies to seamlessly connect people, data and daily processes and to streamline routine business operations. It is powered by the patented ElasticData technology. Comindware Tracker allows for visual and flexible design of business processes coupled with configurable web forms and reports, on-the-fly process updates and real-time visibility. The Solution provides a complete set of capabilities for Approval and Change M

(332)3.7 out of 5
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Epicor Software Corporation drives business growth. We provide flexible, industry-specific software that is designed to fit the precise needs of our manufacturing customers. More than 45 years of experience with our customers’ unique business processes and operational requirements built into every solution-in the cloud, hosted, or on premises. With a deep understanding of your industry, Epicor solutions spur growth while managing complexity. With margins for products eroding, customer demands in

(38)4.4 out of 5

BMPN Workflow Engine allows users to automate BPMN 2.0 process diagrams for (micro-)service orchestration, human task flows or both.

IBM Business Process Manager is a comprehensive business process management platform. It provides a robust set of tools to author, test, and deploy business processes, as well as full visibility and insight to managing those business processes.

(67)4.2 out of 5

K2 Software's intuitive, cloud-based digital process automation technology offers both the robust capability necessary to deliver integrated, mission-critical process automation at scale, as well as the tooling to quickly roll out fast-changing and lightweight departmental workflows across the business. K2 Software was designed to pull together people, services, information and systems into process-driven applications that help transform the business. Process designers can then reuse what’s bee

OpenText BPM Suite - The Enterprise Cloud Platform. Cordys is a leading cloud platform software provider. Cloud | BPM | PaaS. The Cordys Business Operations Platform is unique because it offers Business Process Management, SOA Integration and a Composite Applications framework in one single platform.

(51)4.5 out of 5
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Entry Level Price:Free 1 user

The PMG Platform orchestrates people, systems and data with integrated automation. Users can quickly configure applications and automation solutions to streamline business processes and provide interactive dashboards to facilitate work and collaboration. The platform offers many features, including: • Workflows • Integrations • Dashboards • Application Portal • Forms • Reporting PMG fills in point solution functionality gaps and pulls together data from existing systems and applications– all w

(34)4.2 out of 5

Vault Platform is a cloud platform built for regulated content management. From an electronic trial master file that study teams like to use, to an enterprise-wide quality system that scales globally, Veeva Vault delivers best practices with unprecedented ease.

(14)4.4 out of 5

Signavio is an intuitive solution for professional process and decision modeling. Whether you want to create current-state documentation or target concepts, it is your best choice for establishing transparency within your organization and leveraging the wisdom of the crowd. With support for process, decision, organization, value-chain and journey modeling, this comprehensive tool fully supports the needs of both your business and IT communities.

(18)4.7 out of 5
Entry Level Price:FREE 14 day trial

Your company isn’t as efficient as it could be because your unique systems and processes don’t fit the way you work. As a result, people end up doing a lot of manual work outside, in between, and within those systems, causing poor employee and customer experiences, potential errors and unnecessary steps. That’s where Catalytic comes in. We’re a no-code cloud platform that enables business users to create smart workflows for the way your work should be, not how it has to be. This creates a leane

(64)4.5 out of 5
Optimized for quick response
Entry Level Price:$0

The Navvia Process Designer is the easiest and most cost effective way to design and document processes. With features such as prebuilt templates, easy to draw flowcharts, automated document creation, requirements gathering, and on-line collaboration & sharing, the Navvia Process Designer will save you time and money. It’s the perfect solution for ITSM practitioners, process analysts, consulting companies or tool implementers.

(25)4.9 out of 5

Flokzu is a powerful cloud BPM tool, made agile & friendly. Flokzu is categorized as low-code because it lets you automate business processes & workflows in minutes with an amazing User Interface both in web and mobile. Put your recurring tasks in autopilot. No more looking who's responsible for a task in a complex spreadsheet. Flokzu allows you to model your processes using the BPMN standard. With one-click deployment, you can immediately run, measure and improve them. Flokzu integrat

(32)4.5 out of 5

Business Management Solution

(11)4.5 out of 5
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Decisions is a leading provider of no-code, business process automation software. Decisions technology is deployed as the basis of multiple commercial applications in healthcare, life sciences, finance, logistics, and operations software. It is used directly by companies on almost every continent, ranging from mid-size companies to many Fortune 500 corporations.

(11)5.0 out of 5

The industry-leading ENTERPRISE WORKFLOW PLATFORM from Kinetic Data automates complex processes and transforms organizations. Our low-code platform offers the highest level of flexibility allowing configuration and customization to meet your needs. Our unlimited, open integrations extend the programs you already own and support a low-risk delivery approach. Best for digital transformation of large organizations with high-volume, repeating, complex and/or compliance-related processes looking to

(19)4.3 out of 5

Bizagi is a privately owned software company established in 1989 with Global Headquarters in the UK, and offices in USA, Spain & Latin America. Its name is a portmanteau of "business" and "agility". The company designs and develops enterprise software for Business Process Management (BPM). Its three complementary products form the Bizagi BPM Suite: Bizagi Modeler is a Freeware application used to diagram, document and simulate processes using the Business Process Model and Notation (BPMN)

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Check out the G2 Grid® for the top Business Process Management Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
Leaders
High Performers
Contenders
Niche
Microsoft Dynamics 365 for Finance and Operations
Epicor ERP
OpenText BPM Suite
OnBase
Oracle BPM
Appian
webMethods
Creatio
Comindware Tracker
Signavio
Vault Platform
Navvia
Kissflow
Bizagi BPM Suite
ProcessMaker
SpiceCSM Engagement Suite
Integrify
Nintex Process Platform
Pipefy
LogicGate Risk Cloud
Kintone
Flokzu
Bizagi Platform
BP Logix
Ninox Database
FlowForma Process Automation
K2 Software
InRule
PMG Platform
Macola
Flowingly
iGrafx
Camunda BPM
Catalytic
IBM Operational Decision Manager
IBM Business Automation Workflow
Dubsado
IBM Business Process Manager
Quixy
Decisions
Microsoft Power Automate
MHC Software
Kinetic Data
Market Presence
Satisfaction

Learn More About Business Process Management Software

What is Business Process Management (BPM) Software?

Business process management (BPM) is the practice of streamlining and improving business activities to more efficiently perform specific business actions. Often these business actions require cross-team collaboration and consist of many moving parts, whether they are software systems or human intervention. There are many BPM software products that can help companies achieve the ultimate goal of seamless workflow automation. BPM tools often provide process modeling, execution, and analysis functionality to help business managers ensure that the processes they need done are working efficiently and effectively. The possibilities are vast and varied: this software can be used for a host of different use cases, such as invoicing, marketing, and accounting.

With business process automation solutions, businesses are able to improve and increase collaboration and be on the road toward automation. Through detailed mappings of processes and tools for managing workflows, professionals can get a birds-eye view of their business operations and thereby have a clear understanding of how they can optimize them. 

What Types of Business Process Management (BPM) Software Exist?

There are a few different types and use cases of BPM software, but each helps an organization streamline workflows. Although all of these tools capture business processes and give users the ability to automate them, they differ in terms of their ability for users to create standalone applications on top of these processes.

Standard BPM software

With standard BPM software, users get full control over their business processes, providing them with tools for monitoring execution performance and analyzing their current goals, workflows, and more. It should be noted that BPM solutions do not exist in isolation from a company’s broader software stack. On the contrary, it is key for them to integrate into various other tools, such as CRM software and ERP software. With proper integration, users are able to better understand the company’s manifold processes in order to optimize or automate them. 

Digital process automation (DPA)

DPA  is a subset of BPM and refers to those products which include all of the core functionality of BPM software, but also allow users to create standalone applications on top of business processes. For example, a retail company can use digital process automation to analyze how sales representatives are selling their products across various regions, such as how they input pipeline data into spreadsheets, send emails to prospects, and more. Then, an administrator can create an application which the salespeople can use to streamline and automate this process, helping them become more efficient.

What are the Common Features of Business Process Management (BPM) Software?

The following are some core features within BPM software that can help companies in defining, automating, and reporting on processes that are intended to help optimize businesses to deliver on company goals.

Real-time process monitoring: Keeping track of the manifold processes a business has can be difficult, especially when doing so in real time across various systems. With properly deployed BPM software in place, users can monitor these processes in real time. This provides the benefit of being able to rigorously test variations and changes to these processes. For example, a business can test the effect of routing all of their support cases to a particular individual or system. If it is found that this is not working well, they can iterate and test different options, all while keeping a close eye on their BPM monitoring feature for insight.

Document automation: Forms and documents are ubiquitous across businesses, such as onboarding documents for new employees, contracts for customers or vendors, and surveys. Manually inputting and analyzing data from these sources can be time consuming and tedious. BPM software can assist in automating this process, whether that be in part or in total. For example, one can use BPM to automate inputting data from new employees’ personal documents onto the company’s core HR software

BPM tools will differ in regards to how much intelligence, or natural language understanding, they have built in. Thus, although most solutions will have optical character recognition (OCR) built-in, some will also provide the ability to understand documents. This would allow it to “read” documents and, for example, summarize the text therein or recognize key terms in order to input them into other documents or systems.

Process automation: Automating processes and workflows does not happen overnight. BPM software provides features for facilitating this automation through process design and execution. In other words, users can use this software to not just document processes, but to also create them ex nihilo and to automate them, often via a drag-and-drop interface.

In regards to how this is facilitated, many BPM products have a library in which to keep previously used or designed workflows for future use. In addition, some tools provide templates for common use cases, such as accounts payable, employee onboarding, and procurement. Users can adopt and adapt these templates for their particular needs and use case.

What are the Benefits of Business Process Management (BPM) Software?

Companies purchase BPM software because they need to solve some type of operational objective in a streamlined and efficient way. BPM software allows users to easily build unique workflows, assess the necessary steps required to carry out the objective, and integrate all the different solutions involved in the process. The actions that need to be carried out are usually time consuming and complex, so finding a way to automate these business processes can be very beneficial to any company. Additionally, BPM solutions can provide insights into the efficiency of processes. BPM tools can help identify bottlenecks and unnecessary process steps, and they even help hold employees accountable for their actions.

Increased efficiency: Using BPM solutions ensures that tasks are carried out in the most efficient manner possible. The processes are set up in an optimal way so that businesses are not wasting resources and employees are not wasting time, steps are not being skipped, and all actions are being performed as they should be; therefore, all tasks are being performed to their fullest.

Enhanced productivity: If companies are properly taking advantage of BPM tools, that means that they are saving their employees’ time through automation. By streamlining and automating the tedious tasks, workers have more time to focus on business-critical tasks instead of working on the time-consuming ones.

Improved collaboration: Businesses can easily get siloed, with business units working on their own, focused on their own goals and metrics. Although they all strive to improve the broader business, collaboration between departments can be difficult. A key benefit for BPM software is providing a bird’s eye view of all of a company’s processes, across its departments. With one source of truth in place, interdepartmental conversations become easier and more fruitful.

Who Uses Business Process Management (BPM) Software?

Traditionally, BPM tools are used by mid-market and enterprise-sized companies. Larger companies tend to have more siloed departments, and when business actions need to become integrated to be efficient, BPM software is an easy solution. It is much rarer for small businesses to need a dedicated tool for workflow management.

Within companies, BPM tools are frequently leveraged by operations and IT administrators but can expand to really any department that needs to automate business processes. Some companies may have dedicated business analysts or process directors who ensure that internal processes are as streamlined as possible. Here are some department-specific examples:

Sales: BPM software can help automate actions performed by a sales team, specifically when it comes to contract creation and approval. Many BPM tools offer document management features specifically built for contract creation. Once a sales representative convinces a prospect to buy, the next step in the workflow is to send a contract. Based on the particular specifications of the deal, a contract can be created using BPM tools.

Supply chain: Once a deal is finalized, the next step in a workflow may be to ship the goods purchased. If a document is signed, BPM software can help place the exact order bought by the customer. This is where the tool goes from working with a business’ CRM to working with their supply chain software. The order is automatically entered into a company’s ERP system and the goods are manufactured and shipped.

Accounting: Now that the goods are shipped and received, the accounting department needs to note the exact exchange of goods (i.e., how much was shipped, how much did they pay for it, etc.). This information can be inputted into an accounting system using BPM software.

What are the Alternatives to Business Process Management (BPM) Software?

Alternatives to BPM software can replace this type of software, either partially or completely:

Workflow management software: Businesses should have a clear idea regarding what they are trying to achieve to determine the type of software they are looking for. Thus, if a business is looking for a more lightweight solution for facilitating workflow, workflow management software might be the best fit. This software helps to define and manage sequences of business activities and tasks and is more beneficial for small and medium-sized businesses with a low to medium complexity level of their operations.

Robotic process automation (RPA) software: If a business is looking to automate routine tasks, RPA might be a good option. RPA provides robots that mimic clicks and other activity on the computer screen and facilitates the automation of a host of tasks, such as invoicing and employee onboarding. These virtual agents perform actions following these workflows both with and without human supervision or intervention.

Rapid application development (RAD) software: Businesses should understand that they can pursue different avenues to achieve automation. Instead of BPM or in addition to it, users should investigate RAD software, such as the form of low-code and no-code development platforms. With this software, businesses are able to develop software quickly with minimal coding, reducing the need for extensive coding experience. Some of these tools are purpose-built for process automation. 

Software Related to Business Process Management (BPM) Software

The following solutions can be used in conjunction with BPM tools to create end-to-end business process automation and further advance digital transformation:

Robotic process automation (RPA) software: RPA software is somewhat of an automation advancement born from BPM. RPA software allows businesses to build and train bots to carry out tedious tasks. By providing both supervised and unsupervised automation, RPA software helps to take BPM one step further, in terms of seamless workflow automation and process execution. RPA tools may be used side by side or in lieu of BPM solutions.

Process mining software: While BPM tools help to set up workflows and automation, process mining software helps to monitor the automation and ensure the processes are being carried out correctly. Process mining software helps find where processes are falling short, which steps are being skipped, and how effective the processes are to the overall business objective. These tools can monitor event logs to make sure that employees are following all of the necessary steps or if they are skipping certain tasks. With the help of machine learning, process mining software can often inform business analysts of unnecessary steps that can streamline business processes.

Challenges with Business Process Management (BPM) Software

Software solutions can come with their own set of challenges.  Especially when it comes to BPM solutions, which integrates and connects to systems across the organization, it is important to pay attention to the following core issues:

Return on investment (ROI): The biggest issue with BPM software is understanding the ROI. It is hard to measure the exact level of productivity and efficiency gained from BPM tools, which can make gaining traction and internal adoption a struggle.

Integration: Integration is another concern, especially with the rapid frequency that companies add new software solutions. However, with SaaS products becoming the norm, the ease of integrating disparate software products across departments is becoming easier. If a business is using legacy, on-premises solutions, it can be challenging and expensive to make the theoretical processes work seamlessly in practice.

Which Companies Should Buy Business Process Management (BPM) Software?

The implementation of artificial intelligence (AI) can have a positive impact on businesses across a host of different industries. Here are some examples:

Financial services: Within financial institutions, such as banks, brokerage firms, and credit unions, it is common for a host of different systems to be used. They can benefit from a BPM tool that can help them get a better understanding of their business processes and the use of these various systems across the business. As an industry that is heavily regulated, BPM can be particularly beneficial, since it can assist in auditing company processes.

Healthcare: For many healthcare-related organizations, software can help with processes such as inputting data related to new patients and processing insurance claims. This assists in analyzing the efficiency of current processes and improving them. Through the automation and streamlining of processes, healthcare companies can lower risk and costs, and make their billing and collections smarter.

Government: It is commonly said that governmental organizations are inefficient. This stereotype is attributed to the fact that these organizations might be using legacy technology, as well as disparate tools across departments. The effects of this inefficiency are not trivial. With BPM software, governmental organizations can streamline and automate their workflows.

How to Buy Business Process Management (BPM) Software

Requirements Gathering (RFI/RFP) for Business Process Management (BPM) Software

When looking to deploy a BPM solution, it is important to start from the beginning. In other words, a business should begin by conducting an overview of business processes. If a company is just starting out and looking to purchase their first BPM software, or wherever a business is in its buying process, g2.com can help select the best option.

Taking a holistic overview of the business systems and processes will help businesses to identify pain points. This will help them to figure out which software to buy (e.g., if it can effectively handle the business’ processes) and to develop buying criteria. A carefully created checklist can help in determining the necessary and nice-to-have features, such as features, budget, integrations, number of users, security requirements, cloud or on-premises solutions, and more.

A request for information (RFI) can be useful, especially if the deployment is large in scale and scope. By producing this, a business can be well placed to gather information from sellers. Depending on the scope of the deployment, it might be helpful to produce an RFI, a one-page list with a few bullet points describing what is needed from a BPM software.

Compare Business Process Management (BPM) Software Products

Create a long list

Evaluating vendors should start with a long list, which will help to determine whether or not a given solution is a good fit. Buyers should create a broad list of tools that align with their business goals. So that there is a level playing field, it is important to ask the same set of questions to each seller.

Create a short list

Next, a whittling down should take place. Through pointed questions, demos, and trials, one can go from a long list to a short one. Although this will differ for each business and use case, three to five products are typically a good number. With this list in hand, businesses can produce a matrix to compare the features and pricing of the various solutions.

Conduct demos

To ensure the comparison is thoroughgoing, the user should demo each solution on the short list with the same use case and datasets. This will allow the business to evaluate like for like and see how each vendor stacks up against the competition.

Selection of Business Process Management (BPM) Software

Choose a selection team

Before getting started, it's crucial to create a winning team that will work together throughout the entire process, from identifying pain points to implementation. The software selection team should consist of members of the organization who have the right interest, skills, and time to participate in this process. A good starting point is to aim for three to five people who fill roles such as the main decision maker, project manager, process owner, system owner, or staffing subject matter expert, as well as a technical lead, IT administrator, or security administrator. In smaller companies, the vendor selection team may be smaller, with fewer participants multitasking and taking on more responsibilities.

Negotiation

Just because something is written on a company’s pricing page, does not mean it is fixed (although some companies will not budge). It is imperative to open up a conversation regarding pricing and licensing. For example, the vendor may be willing to give a discount for multi-year contracts or for recommending the product to others.

Final decision

After this stage, and before going all in, it is recommended to roll out a test run or pilot program to test adoption with a small sample size of users. If the tool is well used and well received, the buyer can be confident that the selection was correct. If not, it might be time to go back to the drawing board.

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