# Best Business Process Management Software - Page 8

*By [Bijou Barry](https://research.g2.com/insights/author/bijou-barry)*


Business process management (BPM) software defines, automates, and reports on processes that optimize businesses and deliver on company goals. These tools aid in improving workflows and enhancing overall efficacy in day-to-day functions. BPM systems define processes spanning an entire company’s operations and subsequently monitor those processes. These tools can also be used to automate processes. The strength of BPM systems lies in their ability to provide an overview of the entire company, rendering them suitable for use by any department. However, they are commonly favored by operations teams. BPM systems can incorporate case management features, leading to common integrations with [CRM software](https://www.g2.com/categories/crm).

While BPM software shares features and functionalities with other solutions, it is crucial to understand the differences between various offerings. Although both BPM systems and [workflow management software](https://www.g2.com/categories/workflow-management) facilitate the definition and management of sequences of business activities and tasks, the former is distinguished since it provides users the ability to get a broader picture of all the processes in an organization. While workflow management is a component of BPM, it is more about task management and how repeatable, less complex individual processes get accomplished.

Businesses looking to create internal applications to streamline processes and automate tasks can utilize [rapid application development (RAD) software](https://www.g2.com/categories/rapid-application-development-rad) like low-code and no-code development platforms. These platforms sometimes have tools that assist in building process automation into applications. Solutions specifically tailored for building applications for a process automation use case are called [digital process automation (DPA)](https://www.g2.com/categories/digital-process-automation-dpa) software. Finally, businesses simply looking to map and mine their processes through diagramming, process discovery, and more can take advantage of [process mining software](https://www.g2.com/categories/process-mining).

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

- Capture business processes, both software and human, outside of the context of automation
- Use business process model and notation (BPMN)
- Allow the creation of business rule logic
- Provide tools for mapping and 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 Business Process Management Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) | 4.4/5.0 (1,042 reviews) | Microsoft 365 process automation | "[Easy Drag-and-Drop Workflow Automation That Fits Perfectly in the Microsoft Stack](https://www.g2.com/survey_responses/microsoft-power-automate-review-12836935)" |
| 2 | [Zapier](https://www.g2.com/products/zapier/reviews) | 4.5/5.0 (2,060 reviews) | — | "[Zapier has changed a lot recently!](https://www.g2.com/survey_responses/zapier-review-12997643)" |
| 3 | [Laserfiche](https://www.g2.com/products/laserfiche/reviews) | 4.7/5.0 (1,206 reviews) | Document-driven workflow automation | "[Robust and Reliable](https://www.g2.com/survey_responses/laserfiche-review-10968098)" |
| 4 | [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews) | 4.5/5.0 (558 reviews) | Form-led approvals and task routing | "[Intuitive Tool for Faster Candidate Email Updates](https://www.g2.com/survey_responses/jotform-workflows-review-12956925)" |
| 5 | [Bizagi](https://www.g2.com/products/bizagi/reviews) | 4.6/5.0 (305 reviews) | Visual process modeling and workflow improvement | "[Bizagi Suite: Accelerating Process Automation with Low-Code Development](https://www.g2.com/survey_responses/bizagi-review-13050818)" |
| 6 | [AuraQuantic](https://www.g2.com/products/auraquantic/reviews) | 4.9/5.0 (66 reviews) | No-code process automation and visibility | "[Now we are more productive with AuraQuantic](https://www.g2.com/survey_responses/auraquantic-review-10247811)" |
| 7 | [Appian](https://www.g2.com/products/appian/reviews) | 4.5/5.0 (431 reviews) | Enterprise low-code process automation | "[Implementation and Costs: Major Challenges for Appian](https://www.g2.com/survey_responses/appian-review-12935187)" |
| 8 | [Quixy](https://www.g2.com/products/quixy/reviews) | 5.0/5.0 (129 reviews) | No-code workflow and app building | "[Quixy - The only destination for automating workflows](https://www.g2.com/survey_responses/quixy-review-10408888)" |
| 9 | [Camunda](https://www.g2.com/products/camunda/reviews) | 4.5/5.0 (317 reviews) | Developer-led process orchestration | "[Camunda: Scalable Flexibility with Some Adoption Challenges](https://www.g2.com/survey_responses/camunda-review-12624528)" |
| 10 | [Nintex](https://www.g2.com/products/nintex-nintex/reviews) | 4.3/5.0 (1,272 reviews) | Low-code workflow and document automation | "[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)" |

---
## What Are the Most Common Questions About Business Process Management Software?
*AI-generated · Last updated: May 26, 2026*
### What&#39;s the leading BPM software for medium-sized companies?
Based on G2 reviews, [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) stands out most often for medium-sized teams that want to automate approvals, notifications, reporting, and data movement without deep coding. According to verified users, it is especially valued for its low-code builder, templates, and strong integrations with Outlook, Teams, SharePoint, Excel, and other Microsoft tools already used in day-to-day operations. G2 reviewers mention that it helps reduce repetitive work, improve consistency, and give business users more control over process changes. They also note tradeoffs: advanced workflows can become harder to troubleshoot, premium connectors can add complexity, and some teams report occasional delays or debugging challenges as automations scale.


### Best-rated BPM apps for improving workflow?
Based on G2 reviews, buyers looking to improve workflow commonly highlight products that reduce manual handoffs, standardize approvals, and make process steps easier to track. According to verified users, Microsoft Power Automate is frequently used for repetitive task automation inside Microsoft environments, while Laserfiche is often praised for forms, records management, and structured workflows. G2 reviewers also describe Bizagi as helpful for visualizing and standardizing workflows so teams can better understand ownership and bottlenecks. Across reviews, the main value comes from replacing email-driven or paper-based processes with clearer routing, better visibility, and more consistent execution. Common cautions include learning curves, debugging effort, and slower performance when workflows become larger or more complex.

**Here are some of the top-rated products on G2:**

- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – frequently used to automate approvals, notifications, file handling, and data updates across Microsoft tools
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews) – often used for forms, document workflows, records management, and reducing paper-based processes
- [Bizagi](https://www.g2.com/products/bizagi/reviews) – commonly used to model workflows visually, standardize approvals, and improve process visibility across teams


### Best BPM system for integrating with existing business apps?
Based on G2 reviews, buyers evaluating integration capabilities often focus on how well a BPM platform connects existing systems without forcing major process redesign. According to verified users, Microsoft Power Automate is frequently praised for connecting Microsoft 365 apps, email, SharePoint, Power Apps, APIs, and many external services, which helps automate data movement and notifications across tools. G2 reviewers also mention Bizagi for API and external system connections, especially when teams need structured workflow orchestration, and Laserfiche for linking document processes and databases. Reviewers consistently say the strongest integration value comes from reducing manual re-entry and keeping information synchronized, though setup effort, premium connectors, and more advanced configurations can introduce complexity.

**Here are some of the top-rated products on G2:**

- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – often used to connect Microsoft 365, email, SharePoint, APIs, and third-party services for automated data flow
- [Bizagi](https://www.g2.com/products/bizagi/reviews) – used for workflow automation with API integrations and external system orchestration across departments
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews) – supports document workflows, database connectivity, and process integration for records-heavy environments


### Top business process tools for efficient office work?
Based on G2 reviews, efficient office work usually means reducing repetitive admin, speeding approvals, and keeping documents and tasks from getting lost across inboxes and shared folders. According to verified users, Microsoft Power Automate is often used for approvals, notifications, file routing, and recurring reporting, especially in Microsoft-centered workplaces. G2 reviewers mention Laserfiche for replacing paper processes with forms, records management, and structured routing, while Jotform Workflows is often described as an easy option for form-based approvals and request tracking. Across these products, reviewers consistently point to better visibility, faster handoffs, and fewer manual follow-ups as the main benefits. They also note that more complex logic or workflow customization can require extra setup effort.

**Here are some of the top-rated products on G2:**

- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – helps automate approvals, recurring emails, file updates, and routine office tasks inside Microsoft 365
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews) – supports office teams with digital forms, records management, and paperless process routing
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews) – commonly used for form-driven approvals, request tracking, and reducing email-based coordination


### Premium business process management software with free trial?
Based on G2 reviews, users in this category frequently describe premium BPM products in terms of breadth, flexibility, and support rather than trial availability. According to verified users, products such as Appian, Camunda, SAP Signavio, and Nintex are often associated with enterprise-grade workflow automation, orchestration, or process visibility. G2 reviewers mention strengths like low-code development, business process modeling, approvals, integrations, and cross-team standardization. They also describe common tradeoffs, including steeper learning curves, more involved setup, and higher perceived cost for some environments. Because the recent G2 review data provided here does not consistently verify free-trial availability, buyers should treat trial status as needing direct confirmation from the vendor rather than as a review-grounded category conclusion.


### Best business management tool for large enterprises?
Based on G2 reviews, large enterprises tend to value platforms that support complex workflows, cross-department coordination, governance, and integration at scale. According to verified users, Microsoft Power Automate is widely used to automate approvals, notifications, and data movement across enterprise Microsoft environments, while SAP Signavio is often highlighted for process mapping, process mining, and identifying inefficiencies across large organizations. G2 reviewers also describe Bizagi as useful for standardized workflow modeling and enterprise collaboration. The common theme is visibility: teams want clearer ownership, fewer manual handoffs, and a more structured way to improve operations. Reviewers also note that complexity grows with scale, so onboarding, reporting setup, and advanced customization often require dedicated effort.

**Here are some of the top-rated products on G2:**

- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – well suited for large Microsoft-centric organizations automating approvals, reporting, and system-to-system tasks
- [SAP Signavio](https://www.g2.com/products/sap-signavio/reviews) – often used by enterprises for process mapping, mining, and standardizing operations across teams
- [Bizagi](https://www.g2.com/products/bizagi/reviews) – supports enterprise workflow standardization, process visibility, and structured collaboration between business and IT


### Most recommended business process management service for a tech firm?
Based on G2 reviews, tech-focused teams often favor BPM platforms that support APIs, automation logic, integrations, and visibility into multi-step processes. According to verified users, Bizagi is frequently described as useful for connecting workflows with APIs, external systems, and data-driven processes while keeping business and technical teams aligned through visual modeling. G2 reviewers also mention Microsoft Power Automate for connecting apps, APIs, and Microsoft services, and Camunda for process orchestration and developer-oriented workflow automation. Across the reviews, the strongest signals are around reducing manual handoffs, improving accountability, and making complex processes easier to monitor. Reviewers also caution that technical onboarding, documentation depth, and debugging can become bigger factors in advanced implementations.

**Here are some of the top-rated products on G2:**

- [Bizagi](https://www.g2.com/products/bizagi/reviews) – often used by technical teams for API-connected workflows, BPMN modeling, and cross-team process clarity
- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – helps tech teams automate integrations, API-driven tasks, and data movement across apps
- [Camunda](https://www.g2.com/products/camunda/reviews) – commonly used for orchestration, BPMN-based automation, and managing complex workflows across systems


### Best business process management software for a small startup?
Based on G2 reviews, small startups usually benefit most from BPM software that is easy to learn, quick to set up, and able to remove manual work without requiring a large technical team. According to verified users, Microsoft Power Automate is often praised for templates, drag-and-drop flow building, and automating routine tasks like emails, approvals, and file updates. G2 reviewers also describe Jotform Workflows as approachable for form-based approvals and request routing, and Laserfiche users highlight no-code forms and workflow structure for organizations digitizing paper-heavy processes. Across reviews, buyers should weigh usability and setup speed against the extra complexity that can appear once workflows become more advanced or highly customized.

**Here are some of the top-rated products on G2:**

- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – helps smaller teams automate recurring tasks, approvals, and updates without heavy coding
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews) – useful for startups that need simple form routing, approvals, and centralized request handling
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews) – supports startups digitizing forms and document-driven processes with strong workflow structure


### Which BPM software is best for reducing operational costs?
Based on G2 reviews, [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) is the most evident choice for reducing operational costs because reviewers repeatedly describe it replacing repetitive manual tasks, reducing data entry, minimizing errors, and freeing staff for higher-value work. According to verified users, it is used for approvals, automated emails, reporting, file handling, registration workflows, and syncing information across systems, which cuts down on routine administrative effort. G2 reviewers mention that its templates, low-code interface, and Microsoft integrations make it practical for many common business processes. They also note that costs can become less predictable when advanced workflows rely on premium connectors or more complex automation scenarios.


### Top-rated BPM solutions for automating tasks?
Based on G2 reviews, task automation buyers usually prioritize tools that can remove repetitive work, standardize approvals, and keep process status visible without constant follow-up. According to verified users, Microsoft Power Automate is widely used for automating emails, notifications, file updates, approvals, and data synchronization. G2 reviewers also highlight Bizagi for structured workflow automation and clear process visibility, while Jotform Workflows is often mentioned for automating form-based tasks, approvals, and routing. Across the category, reviewers consistently value easier handoffs, less manual coordination, and faster completion of recurring tasks. At the same time, they note that more advanced automation often brings tradeoffs like steeper learning curves, integration setup effort, or troubleshooting complexity.

**Here are some of the top-rated products on G2:**

- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews) – automates recurring business tasks such as approvals, file handling, notifications, and data syncing
- [Bizagi](https://www.g2.com/products/bizagi/reviews) – supports workflow automation with visual process design, task tracking, and approval routing
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews) – helps automate submissions, approvals, and task routing for teams managing form-driven processes




## G2 Grid® for Business Process Management Software
![G2 Grid® for Business Process Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/business-process-management/grids.png?focus%5B%5D=122375&focus%5B%5D=2629&focus%5B%5D=3066&focus%5B%5D=1402291&focus%5B%5D=20785&focus%5B%5D=18747&focus%5B%5D=1507&focus%5B%5D=114120)
Highlighted products: Microsoft Power Automate, Zapier, Laserfiche, Jotform Workflows, Bizagi, AuraQuantic, Appian, and Quixy.
Underlying data: [Grid® JSON](https://www.g2.com/categories/business-process-management/grids.json?focus%5B%5D=microsoft-power-automate&amp;focus%5B%5D=zapier&amp;focus%5B%5D=laserfiche&amp;focus%5B%5D=jotform-workflows&amp;focus%5B%5D=bizagi&amp;focus%5B%5D=auraquantic&amp;focus%5B%5D=appian&amp;focus%5B%5D=quixy)


## How Many Business Process Management Software Products Does G2 Track?
**Total Products under this Category:** 192

### Category Stats (Jul 2026)
- **Average Rating**: 4.53/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: SoftExpert Suite (+1.66%) - Among all products in this category, SoftExpert Suite recorded the largest rating increase compared to last month
*Last updated: July 13, 2026*


## How Does G2 Rank Business Process Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 13,600+ Authentic Reviews
- 192+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Which Business Process Management Software Is Best for Your Use Case?

- **Leader:** [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews)
- **Highest Performer:** [Quixy](https://www.g2.com/products/quixy/reviews)
- **Easiest to Use:** [AuraQuantic](https://www.g2.com/products/auraquantic/reviews)
- **Top Trending:** [Zapier](https://www.g2.com/products/zapier/reviews)
- **Best Free Software:** [Zapier](https://www.g2.com/products/zapier/reviews)


---

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---


## Business Process Management Software Features & Capabilities

### What are the Best Business Process Management Software with No-Code App Development?
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

**Top-rated Business Process Management Software for No-Code App Development:**
- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews)
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews)
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews)
[Explore Business Process Management Software with No-Code App Development](https://www.g2.com/categories/business-process-management/f/no-code-app-development)

### What are the Best Business Process Management Software with Low-Code App Development?
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

**Top-rated Business Process Management Software for Low-Code App Development:**
- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews)
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews)
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews)
[Explore Business Process Management Software with Low-Code App Development](https://www.g2.com/categories/business-process-management/f/low-code-app-development)

### What are the Best Business Process Management Software with Process Analysis?
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

**Top-rated Business Process Management Software for Process Analysis:**
- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews)
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews)
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews)
[Explore Business Process Management Software with Process Analysis](https://www.g2.com/categories/business-process-management/f/process-analysis)

### What are the Best Business Process Management Software with Document Generation?
Enables users to create documents for business processes and provides a wide array of templates which are customizable.

**Top-rated Business Process Management Software for Document Generation:**
- [Microsoft Power Automate](https://www.g2.com/products/microsoft-power-automate/reviews)
- [Laserfiche](https://www.g2.com/products/laserfiche/reviews)
- [Jotform Workflows](https://www.g2.com/products/jotform-workflows/reviews)
[Explore Business Process Management Software with Document Generation](https://www.g2.com/categories/business-process-management/f/document-generation)


## What Are the Top-Rated Business Process Management Software Products in 2026?
### 1. [SeidoPro Global](https://www.g2.com/products/seidopro-global/reviews)
SeidoPro Global is a leading non-voice Business Process Outsourcing and consultancy firm, established in 2000 as a joint venture between the Transnational Diversified Group of the Philippines and NYK Line of Japan. With a strong foundation in IT-enabled services, SeidoPro has expanded its reach to serve 26 countries across four continents, offering comprehensive support to industries such as shipping and logistics, retail, medical, and e-learning. The company&#39;s commitment to quality and consistent service is encapsulated in its core values: Lead with Service, Embrace the Extraordinary, and Create Happyness. Key Features and Functionality: - Business Process Outsourcing Services: SeidoPro specializes in full bill of lading processing, general data encoding services, and customer profile database entry, ensuring efficient and accurate handling of critical business operations. - Knowledge Process Outsourcing: The company offers advanced services such as invoice generation, accounts receivable monitoring, and email support/customer service management, providing clients with essential back-office support. - Project Management &amp; Consultancy: SeidoPro delivers management and workflow consultancy, assisting businesses in optimizing processes and implementing effective strategies. - Customer and Technical Support Services: The firm provides non-voice customer communication and support services, including email and chat support, as well as system helpdesk and network support, ensuring seamless client interactions and technical assistance. Primary Value and Solutions: SeidoPro Global addresses the challenges of fast-paced and demanding industries by offering tailored outsourcing solutions that enhance operational efficiency and accuracy. By leveraging their expertise in data entry, customer support, and knowledge-based services, SeidoPro enables clients to focus on core business activities while ensuring high-quality service delivery. Their commitment to leading with service, embracing extraordinary standards, and fostering a positive work environment positions them as a trusted partner in driving business growth and success.



**Who Is the Company Behind SeidoPro Global?**

- **Seller:** [SeidoPro Global](https://www.g2.com/sellers/seidopro-global)
- **Year Founded:** 2000
- **HQ Location:** Bonifacio Global City, Taguig, PH
- **LinkedIn® Page:** https://www.linkedin.com/company/seidopro-global-inc (628 employees on LinkedIn®)






### 2. [Sensus BPM Personal](https://www.g2.com/products/sensus-bpm-personal/reviews)
Sensus BPM Online is an unique and user-friendly process management software that lets you map, improve and share processes throughout your organisation. Processes mapped using Sensus BPM Software are uniform and transparent, so anyone anywhere in the world can understand them. If you would like to optimise your business processes, Sensus BPM Online is the right choice for you! A practical communication platform for inspiring collaboration and communication.



**Who Is the Company Behind Sensus BPM Personal?**

- **Seller:** [Sensus Process management](https://www.g2.com/sellers/sensus-process-management)
- **Year Founded:** 2000
- **HQ Location:** Maarssen, NL
- **Twitter:** @Sensus_BPM (60 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sensus-processmanagement/ (19 employees on LinkedIn®)






### 3. [ServoStreams](https://www.g2.com/products/servostreams/reviews)
ServoStreams® is a state-of-the-art product, designed for automating and streamlining business processes or workflows that can be changed or evolved easily, as per the business needs of the enterprises from time to time. This product is laced with advanced features and capabilities like in-memory execution of rules, BPMN2.0 compliance, and so on. The product suite supports rapid application development of workflow-based business applications. The product components have won client accolades for being developer and integration friendly. Its APIs and Integration Framework work like glue for other technology components providing end-to-end automation. The BPMS Orchestration Server with In-Memory Routing Rules Engine allows the separation of business rules from applications and the execution of defined workflows. The server moves the work from one step to the next based on the information provided. Different activities are triggered based on business rules and tasks are allocated to different participants (humans &amp; robots), which facilitates paperless workflows.



**Who Is the Company Behind ServoStreams?**

- **Seller:** [Servosys Solutions](https://www.g2.com/sellers/servosys-solutions)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 4. [ShiftX](https://www.g2.com/products/shiftx/reviews)
Most process tools are either hard to use, even for trained experts, or a flexible mess. ShiftX is the user-friendly process modeling tool in between that includes everyone without requiring any training.



**Who Is the Company Behind ShiftX?**

- **Seller:** [ShiftX](https://www.g2.com/sellers/shiftx)
- **Year Founded:** 2018
- **HQ Location:** Oslo, NO
- **LinkedIn® Page:** http://www.linkedin.com/company/shiftxcom (2 employees on LinkedIn®)






### 5. [Simple BPM](https://www.g2.com/products/simple-bpm/reviews)
The activities described in the procedures may use forms. Simple BPM allows the design of forms (fields, data types, formulas, and layout on the page) that can be used later in the course of the processes.



**Who Is the Company Behind Simple BPM?**

- **Seller:** [Avantera](https://www.g2.com/sellers/avantera)
- **Year Founded:** 2002
- **HQ Location:** Otopeni, RO
- **LinkedIn® Page:** http://www.linkedin.com/company/avantera (1 employees on LinkedIn®)






### 6. [Skills Workflow](https://www.g2.com/products/skills-workflow/reviews)
Skills Workflow is a type of cloud-based operations management software that helps service-driven teams plan, execute, and monitor projects, resources, and financial performance within a unified system. It falls within the category of professional services automation (PSA) and work management platforms, designed primarily for agencies, consultancies, and other project-based organizations that require coordination across multiple functions. The product centralizes workflows that typically span project management, resource planning, time tracking, and financial oversight. By integrating these capabilities into a single environment, it enables teams to manage the full lifecycle of client work, from initial planning and scoping to delivery and billing. This reduces reliance on fragmented tools and supports more consistent data across operational and financial processes. Skills Workflow is typically used by roles such as project managers, operations leaders, finance teams, and executives who need visibility into project progress, team capacity, and profitability. Common use cases include planning team workloads, tracking time and costs against projects, forecasting revenue, and generating reports for decision-making. Key aspects of the product include: • Project and task management, allowing teams to structure work, assign responsibilities, and monitor progress across multiple projects • Resource planning and allocation, helping organizations match team capacity with project demand and adjust workloads dynamically • Time tracking and cost control, enabling accurate capture of effort and alignment with budgets and project margins • Financial management features such as budgeting, invoicing, and revenue tracking, supporting end-to-end project profitability analysis • Reporting and analytics tools that provide visibility into performance metrics, including utilization rates, project status, and financial outcomes In addition, the platform supports integrations with external tools commonly used in business environments, allowing organizations to connect existing systems and maintain continuity in their workflows. It is typically delivered as a software-as-a-service solution, making it accessible through a web interface without requiring on-premise infrastructure. Overall, Skills Workflow addresses the need for coordinated operational and financial management in project-based organizations, providing a structured environment where teams can align execution with business objectives.



**Who Is the Company Behind Skills Workflow?**

- **Seller:** [Skills Workflow](https://www.g2.com/sellers/skills-workflow)
- **Year Founded:** 2012
- **HQ Location:** Lisbon, PT
- **LinkedIn® Page:** https://www.linkedin.com/company/skills-workflow/ (22 employees on LinkedIn®)






### 7. [Stages](https://www.g2.com/products/stages/reviews)
UL Solutions STAGES is a comprehensive process management software designed to help organizations streamline engineering workflows, ensure compliance with industry standards, and accelerate product development—especially in complex, regulated environments like automotive, aerospace, medical devices, and more.



**Who Is the Company Behind Stages?**

- **Seller:** [UL Solutions](https://www.g2.com/sellers/ul-solutions-62a8109d-f1bc-4b3b-907b-b073c5ac669a)
- **Year Founded:** 1894
- **HQ Location:** Northbrook, Illinois
- **Twitter:** @UL_Solutions (22,680 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ulsolutions (14,364 employees on LinkedIn®)






### 8. [StreamlinaAI](https://www.g2.com/products/streamlinaai/reviews)
StreamlineAI is an AI-powered workflow diagnostic platform that helps individuals and teams understand exactly where AI fits their work — before their employer decides it for them. Users answer 6 questions about how they actually work. In 2 minutes they receive a personalized report identifying their top workflow bottlenecks, estimating hours lost per week, and providing specific AI-powered fixes with exact tool names, step-by-step implementation guides, and ready-to-use files. Built for employees, freelancers, students, and managers who want to stay ahead of the AI transition — not be caught off guard by it. Key features: AI workflow diagnostic — personalized to your role, industry, and tools Bottleneck report with hours-lost estimates and industry benchmarks 3-tier Fix This system — Self-Guided, AI-Guided, and AI Builder Automate a Task — describe any task, AI generates ready-to-use files Implementation tracker with progress scoring AI Helper — ask questions on any implementation step Free to try. No credit card required.



**Who Is the Company Behind StreamlinaAI?**

- **Seller:** [StreamlineAI](https://www.g2.com/sellers/streamlineai)
- **Year Founded:** 2026
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/streamlinebyai/ (1 employees on LinkedIn®)






### 9. [Symphona Flow](https://www.g2.com/products/symphona-flow/reviews)
Symphona Flow is an advanced AI-driven workflow automation platform designed to streamline business processes and enhance operational efficiency. By integrating seamlessly with existing systems, it enables organizations to automate repetitive tasks, reduce manual errors, and accelerate project timelines. Key Features and Functionality: - Intelligent Automation: Utilizes machine learning algorithms to identify and automate routine tasks, allowing teams to focus on strategic initiatives. - Seamless Integration: Connects effortlessly with a wide range of enterprise applications, ensuring smooth data flow across platforms. - Customizable Workflows: Offers a user-friendly interface to design and modify workflows tailored to specific business needs. - Real-Time Analytics: Provides comprehensive insights into process performance, enabling data-driven decision-making. - Scalability: Adapts to the growing demands of businesses, supporting increased workloads without compromising performance. Primary Value and User Benefits: Symphona Flow addresses the challenges of manual process management by automating workflows, thereby reducing operational costs and improving accuracy. Users benefit from enhanced productivity, faster turnaround times, and the ability to allocate resources more effectively. By minimizing human intervention in routine tasks, organizations can focus on innovation and strategic growth, ultimately gaining a competitive edge in their industry.



**Who Is the Company Behind Symphona Flow?**

- **Seller:** [SimplyAsk](https://www.g2.com/sellers/simplyask)
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/simplyask (50 employees on LinkedIn®)






### 10. [TocToc](https://www.g2.com/products/toctoc/reviews)
TocToc srl (www.toctoc.me) is an Italian tech company that has been facilitating the digitalization of companies of all sizes and sectors for 10 years. We develop digital solutions and services to help companies and public administrations grow and improve their processes and the provision of their services. We offer innovative services in the fields of Business Process Management, Workflow Automation, electronic document management, remote contracts, digital onboarding, user identification, authentication and verification, online interaction and collaboration, as well as integration with external services. A key element of TocToc solutions is Security. The company is committed to ensuring that all operations are secure and that data is processed in compliance with current regulations, such as GDPR (the General Data Protection Regulation), AgID (the Agency for Digital Italy), eIDAS (EU Regulation on electronic identification) and ETSI (the European Telecommunications Standards Institute).



**Who Is the Company Behind TocToc?**

- **Seller:** [TocToc.me](https://www.g2.com/sellers/toctoc-me)
- **Year Founded:** 2014
- **HQ Location:** Roma, IT
- **LinkedIn® Page:** https://www.linkedin.com/company/toctoc-me/ (25 employees on LinkedIn®)






### 11. [Tungsten Communication Server](https://www.g2.com/products/tungsten-communication-server/reviews)
Tungsten Communication Server is a robust platform designed for managing and facilitating communication in cloud-native environments. It supports a variety of messaging protocols and provides features such as high availability, scalability, and security. The server is tailored for enterprises looking to enhance their communication infrastructure, enabling seamless integration with existing systems and applications. Its architecture is optimized for performance, making it suitable for both small-scale and large-scale deployments.



**Who Is the Company Behind Tungsten Communication Server?**

- **Seller:** [Tungsten Automation](https://www.g2.com/sellers/tungsten-automation)
- **Year Founded:** 1985
- **HQ Location:** Denver, CO
- **Twitter:** @TungstenAI (6,445 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/tungstenautomation/ (1,564 employees on LinkedIn®)






### 12. [Tungsten Transformation](https://www.g2.com/products/tungsten-transformation/reviews)
Tungsten Transformation is a vendor specializing in automation solutions designed to enhance operational efficiency and streamline processes for businesses. Their product offerings focus on transforming traditional workflows through advanced automation technologies, enabling organizations to optimize performance and reduce costs. The company emphasizes innovation and adaptability, providing tools that cater to various industries seeking to modernize their operations and improve productivity.



**Who Is the Company Behind Tungsten Transformation?**

- **Seller:** [Tungsten Automation](https://www.g2.com/sellers/tungsten-automation)
- **Year Founded:** 1985
- **HQ Location:** Denver, CO
- **Twitter:** @TungstenAI (6,445 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/tungstenautomation/ (1,564 employees on LinkedIn®)






### 13. [Vybog](https://www.g2.com/products/vybog/reviews)
Vybog facilitates effective management of critical tasks in a business, by collecting, analyzing, and acting on data, thereby, considerably reducing data storage &amp; labor costs, improving data security and usage, and creating a differentiated customer experience through edge computing, artificial intelligence, machine learning, IoT, biometrics, hybrid, and auto-scaling technologies. Our goal is to achieve flawless execution to augment operational excellence and optimize revenue generation to benefit the network of suppliers, customers, and investors, as well as boost employee morale. To sum up, we focus on augmenting human productivity; and attaining high and expedited ROI that will in due course elevate a society, which in turn will have a cascading and prolific impact on the entire world.



**Who Is the Company Behind Vybog?**

- **Seller:** [Vybog](https://www.g2.com/sellers/vybog)
- **HQ Location:** Chennai, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/vybog (26 employees on LinkedIn®)






### 14. [WizyVision](https://www.g2.com/products/wizyvision/reviews)
WizyVision - Cutting-edge Digital Asset Management (DAM) with image and text recognition. Instantly find company logos and validated brand photos or videos (products, senior executives, facilities, events…). With seamless Google-based authentication and our mobile app, provide instant access to your digital assets anytime, anywhere. Make sure users always access the latest version and safely share it with partners when needed. WizyVision enables your company to: - Increase your staff productivity and save time - Ensure brand compliance and consistency for your staff, customers and partners - Share thousands of brand images, logos and videos instantly - Always find the right asset and navigate the media library - Leverage smart AI-based image and text recognition - Enable worldwide, multilingual user interface and automatic translation - Secure your digital assets, set specific roles and temporary access when necessary - Manage advanced tags, synonyms, translations, and geolocation easily with AI support. All WizyVision plans include unlimited users, unlimited storage, and the mobile app to share authorized media anytime, anywhere. Want to go further in your digital transformation? WizyVision also enables image-based processes! Contact us to discover new ways of working for industry-specific use cases, thanks to image recognition, computer vision and custom machine learning.



**Who Is the Company Behind WizyVision?**

- **Seller:** [WizyVision](https://www.g2.com/sellers/wizyvision)
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/wizyvision/ (14 employees on LinkedIn®)






### 15. [Workflowsoft](https://www.g2.com/products/workflowsoft/reviews)
Start automating your processes, managing them, and improving results. Create your business processes in the platform, launch them, and monitor their progress and results. Start with one recurrent business process and seamlessly scale up. Automate your work in minutes and hours instead of days and months without any programming. You don’t need to be a business process implementation expert to boost your team’s productivity.



**Who Is the Company Behind Workflowsoft?**

- **Seller:** [Workflowsoft](https://www.g2.com/sellers/workflowsoft)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 16. [X4 Suite](https://www.g2.com/products/x4-suite/reviews)
As specialists for the automation of business processes, we offer powerful, flexible and innovative tools for all digitization tasks with our X4 technology.



**Who Is the Company Behind X4 Suite?**

- **Seller:** [Softproject](https://www.g2.com/sellers/softproject)
- **Year Founded:** 2000
- **HQ Location:** Ettlingen, DE
- **LinkedIn® Page:** https://www.linkedin.com/company/softproject-gmbh/ (124 employees on LinkedIn®)






### 17. [XPertura](https://www.g2.com/products/xpertura/reviews)
XPertura is an AI business process management platform that allows organisations to digitise and automate their operational workflows. It offers modular applications for HR, finance and organisational processes, including employee records, recruiting, time management, expenses, asset tracking, and investment planning. Users can design workflows through a visual process builder, manage role-based access, and integrate the platform with existing ERP systems. XPertura supports both standard modules and custom-built solutions.



**Who Is the Company Behind XPertura?**

- **Seller:** [Xpert Consulting AG](https://www.g2.com/sellers/xpert-consulting-ag)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)







## What Is Business Process Management Software?

[Process Automation Software](https://www.g2.com/categories/process-automation)

## What Software Categories Are Similar to Business Process Management Software?

- [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms)
- [Digital Process Automation (DPA) Software](https://www.g2.com/categories/digital-process-automation-dpa)
- [Workflow Management Software](https://www.g2.com/categories/workflow-management)


---

## How Do You Choose the Right Business Process Management Software?

### What You Should Know 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.&amp;nbsp;

#### 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](https://www.g2.com/categories/crm) and [ERP software](https://www.g2.com/categories/erp). With proper integration, users are able to better understand the company’s manifold processes in order to optimize or automate them.&amp;nbsp;

**Digital process automation (DPA)**

DPA&amp;nbsp;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](https://www.g2.com/categories/business-process-management/f/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](https://www.g2.com/categories/core-hr).&amp;nbsp;

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.

Other Features of Business Process Management Software: [Document generation](https://www.g2.com/categories/business-process-management/f/document-generation), [Finance](https://www.g2.com/categories/business-process-management/f/finance), [Low-code app development](https://www.g2.com/categories/business-process-management/f/low-code-app-development), [No-code app development](https://www.g2.com/categories/business-process-management/f/no-code-app-development), [Process analysis](https://www.g2.com/categories/business-process-management/f/process-analysis)

Specific Subject Matters: [Human resources](https://www.g2.com/categories/business-process-management/f/human-resources)

### 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](https://www.g2.com/categories/business-process-management/f/it) 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](https://www.g2.com/categories/business-process-management/f/sales), 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](https://www.g2.com/categories/business-process-management/f/supply-chain). 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](https://www.g2.com/categories/accounting) 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](https://www.g2.com/categories/workflow-management) **:** 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](https://www.g2.com/categories/robotic-process-automation-rpa) **:** 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](https://www.g2.com/categories/rapid-application-development-rad) **:** 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](https://www.g2.com/categories/low-code-development-platforms)and [no-code](https://www.g2.com/categories/no-code-development-platforms) 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.&amp;nbsp;

#### 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](https://www.g2.com/categories/robotic-process-automation-rpa) **:** 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](https://www.g2.com/categories/process-mining) **:** 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.&amp;nbsp;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&#39;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.

### Business Process Management (BPM) Software Trends

Digital transformation is working its way into every type of software, and BPM is no exception. AI and predictive analytics are two of the more powerful trends in the BPM space today.

**Machine learning**

By implementing machine learning functionality into BPM tools, these solutions can become more adaptive and predictive. If a BPM solution can learn what is working and what is not, and make changes autonomously that benefit the business, then it saves the company time, effort, and money. However, while truly intelligent BPM products are still years away, the logic is there and could impact the industry in massive ways.

**Analytics**

Analytics is a much more immediate trend for BPM tools. Being able to monitor and view the data that goes into each process is critical for businesses. It gives business users an understanding of exactly how effective and efficient each business process is and allows teams to adjust accordingly.



