Levi Olmstead
19 Best Business Process Management Software (2024)
- Published:
- Updated: July 25, 2024
If you’re a BPM software vendor decision maker (CIO, IT Director, COO, Operations Manager, etc.)—you’ve done your research, read through Gartner’s Magic Quadrant for Business Process Management tools, and run into a problem in the process: they’re just too many options to choose from.
Even if that’s not your exact situation, you’re still faced with a tough choice: G2 has 300 different BPM platforms in its directory, ranging from basic iPaaS tools like Tray.io to enterprise RPA solutions like AutomationAnywhere. How do you choose?
This article will break down different BPM platforms ( from Gartner’s Magic Quadrant and G2 Grid) as objectively as possible, walk you through their different features, compare them against their peers, understand how they’ll handle day-to-day, and why (or why not) it might be the best fit for your organization’s needs.
What is the best business process management software?
- Appian BPM Suite
- AutomationAnywhere
- MS Power Automate
- IBM Business Automation Workflow
- Workato
- CMW Platform
- Oracle BPM
- Kissflow
- Laserfiche
- Nintex Workflow Automation
- Oracle Fusion Middleware
- Smartsheet
- ProcessMaker
- Process Street
- webMethods Integration Platform
- Emakin
- Pegasystems
- Bizagi
- Quixy
What Is Business Process Management Software?
Business Process Management (BPM) is a systematic approach to optimizing and managing an organization’s processes for better efficiency, effectiveness, and agility. It involves designing, modeling, executing, monitoring, and continuously improving processes to streamline operations and enhance overall business performance.
BPM software enables organizations to accelerate application and process development, improve performance, perform business process analyses, expedite business process mapping, and digitalize business processes.
19 Best Business Process Management Software in 2024
Here are 19 of the best BPM software tools you should consider, judging by their functionality, feature set, pricing, customizability, and the degree of technical skill you need to get started using them.
1. Appian BPM Suite
Appian’s BPM suite is designed to help enterprises build internal tools and workflows within one workspace. Essentially, it is a low-code development environment where non-technical users can design workflows and basic tools and collaborate with their teammates on business processes.
Here are some of the key functions and capabilities of Appian BPM:
- Process Modeling: Appian BPM allows users to model business processes visually using a drag-and-drop interface. This makes it easier for business analysts and subject matter experts to create and modify processes without extensive coding.
- Workflows: Automate repetitive tasks with if-then workflows that routes tasks, data, documents, and alerts to the right person or endpoint when pre-programmed conditions are met.
- Integrations: Connect third-party SaaS platforms, databases, and custom scripts with pre-built connectors.
- Real-time Monitoring and Analytics: Track progress on your processes, identity bottlenecks, and get detailed analytics into your workflows.
Limitations
- Ecosystem: Unlike platforms like NetSuite, Salesforce, and SAP, Appian has a smaller network of capable contractors and third parties you can contract to assist you in getting setup.
2. AutomationAnywhere
AutomationAnywhere is a robotic process automation platform designed to help enterprises automate repetitive, rule-based tasks and processes using if-then rules—like Zapier, but for larger enterprises, and with AI, machine learning, and analytics built in. Based on that ethos, AutomationAnywhere empowers non-technical users to:
- Build no-code tools from a drag-and-drop interface.
- Automate repetitive tasks such as data entry and extraction, reporting, data migration, etc.
- Deploy virtual robots that can mimic human action on desktop and cloud environments.
- Incorporate AI into their workflows using functionalities such as natural language processing (NLP), optical character recognition (OCR), and automated decision-making.
AutomationAnywhere is easily one of the most powerful options on our list, judging by its RPA functionality, its integrations library, and a powerful RESTful API, but if you’re a smaller, budget-conscious company, it might not work: pricing starts at $10,500 per month for a team of one developer and 30 users. If you’re not at the scale where you need to automate hundreds (or thousands) of actions daily, AA might be overkill for your needs.
3. Microsoft Power Automate
Power Automate helps developers and non-technical users alike build automated step-by-step processes that complete preset tasks on autopilot.
- Build, train, and publish AI models internally without writing code.
- Automate tasks between different applications and databases, using Power Automate’s API.
- Scan, read, extract, and categorize data from spreadsheets, documents, and unstructured sources like PDFs, images, and invoices.
- Analyze positive/negative sentiment in text.
- Design and launch flows for desktop, server, and cloud environments using a drag-and-drop UI.
- Launch workflows faster using pre-built templates that can connect your cloud applications, databases, and on-premise application instances.
Using Power Automate, you can design workflows based on parameters such as:
- If a new email arrives, then extract it in HTML format, summarize it with GPT, and send me a one-line summary in Slack
Beyond basic if-then process automation, Power Automate’s most powerful feature is the AI-powered, “describe it to design,” that uses natural language processing (NLP) to interpret your instructions and automatically build workflows from start to finish in response.
4. IBM Business Automation Workflow
IBM promises to help you, “automate your digital workflows to increase productivity, efficiency and insights” across processes such as procure-to-pay, order-to-cash, customer onboarding, accounts payable, and incident management.
Perhaps, the best way to explain IBM Business Automation Workflow’s USP would be to paint use cases and how it’d help non-technical users and enterprise-scale companies to:
- Reduce maverick buying, restrict purchases to approved vendors, and use automation to move buying decisions through different approvers and stakeholders
- Analyze your process, identify bottlenecks, and remove inefficiencies from their root
- Onboard customers and employees on autopilot with pre-programmed suggestions, alerts, and course invitations that are pushed to them using if-then sequences
- Assign virtual bots to monitor technical incidents and report on any suspected SLA breaches
Unless you’re at enterprise-scale and you have a clear set of use cases where you intend to deploy IBM’s process mining features, even taking it for a spin can be expensive, with pricing starting at $17K per month and $28K per month for their document processing and workflow management features respectively.
5. Workato
Workato is a software automation platform that enables you to connect different applications (and route data, alerts, and approvals between two or more endpoints) using if-then workflows. These workflows are no-code by default, and can be designed and customized visually using Workato’s drag-and-drop editor.
Some real-life use cases where Workato comes in handy include:
- Sales and Support: Send leads, tickets, and alerts (from HubSpot, Salesforce, etc.) to the right decision maker in Slack
- HR: Collect referrals from employees, schedule interviews, and send interviewees automated reminders without leaving your applicant tracking system (Greenhouse, Bamboo, Ashby, etc.)
- IT: Generate IDs for new hires, detect and close accounts, and revoke permissions automatically once an employee quits (i.e., inside Okta, SailPoint, or ForgeRock )
- IT (2): Automatically create a ticket in ServiceNow or Jira whenever Datadog detects a bug or crash
In essence, Workato executes tasks inside one (or more) software applications once a trigger action is completed in another across their network of 1,000 applications.
Workato Automation Institute offers certification programs, pre-recorded multi-language explainers, live training sessions, and modular courses designed to help users navigate Workato’s BPM features.
6. CMW Platform
CMW is a BPM suite that combines—
- Process modeling and analysis: Design workflows step-by-step with a no-code editor
- Third-party integrations: Route data, send alerts, execute processes, and launch workflows across hundreds of third-party applications when a trigger condition is met
- Digital data collection: Replace paper forms and 1:1 conversations with configurable electronic forms that export data to third-party repositories
- Visualize process flows with graphical notation that shows your process’s high-level architecture
While CMW Lab comes with lots of features, it comes with an even heftier price tag. Customer support also tends to be slow, and the learning curve might be a little too steep, especially if you’re deploying CMW primarily for non-technical users.
7. Oracle BPM
Oracle BPM enables organizations to design, automate, monitor, and optimize business processes. It follows a model-driven approach, where business analysts and process designers can create process models using a graphical interface.
- Process modeling: Design processes visually, plotting activity flows, decision-making, and interactions
- Automation: Program if-then workflows that automatically execute tasks when a preset condition is met
- Monitoring and Analytics: Track KPIs and identify bottlenecks in active processes
- Optimization: Remove redundant steps, merge repetitive tasks, and simplify processes
- Integrations: Connect hundreds of software applications to share data, trigger tasks, and send notifications between platforms.
For all its functionality, Oracle BPM isn’t cheap, import options (from non-Oracle BPM tools) are limited, and the UI is complicated to figure out. If you’re considering Oracle BPM seriously, it’s important to note some of the challenges you might face with adopting it, including:
- Implementation: Can be complex and might require third-party implementation partners, especially if your organization is a large enterprise with complicated use cases.
- Customization: If you want to explore beyond its basic functionality, you need to master JDeveloper and ADF, which effectively excludes non-technical users.
- Integration complexity can be a nightmare, especially if you’re trying to orchestrate processes between SaaS applications and outdated server-side software.
8. Kissflow
Kissflow automates repetitive workflows so that processes can progress on autopilot. At its core, Kissflow is designed to help growing companies build scalable systems that can complete tasks without minimal human input, such as:
- Onboarding new employees without 1:1 handholding every time,
- Getting purchase requests approved by running them through preset rules before being routed to approvers,
- Creating a system team leads can use to request an assistant to be seconded to their team, or
- A vacation request process that can approve or deny requests based on the number of staff available and an employee’s remaining vacation entitlement.
Kissflow offers a drag-and-drop interface that can be used to design form, specify field types and parameters, and arrange process flowcharts. On the Kissflow dashboard, users can cycle through the processes they’re involved in and filter them by start date, stakeholder involved, type, etc.
Kissflow supports integrations with Google Workspace, Salesforce, Office 365, and thousands of other third-party applications via API.
9. Laserfiche
Laserfiche is a document management and business process automation platform designed to help organizations streamline their document-related processes, improve productivity, and enhance information governance. Its main USP is that it helps enterprises (that generate and process huge document volumes) digitize, organize, secure, and automate document-centric processes.
Laserfiche’s core capabilities include:
- Document capture: Scan physical documents or import digital files into the Laserfiche workspace electronically.
- Workflow Automation: Design and automate workflows to route documents and tasks through predefined processes.
- Customizability: Workflows and processes are infinitely customizable, as long as you have the technical skills to code it up
- Analytics and Reporting: Users can generate reports and gain insights into document and process performance.
On the downside, support is a bit of a headache since you have to go through third-party channels, keeping the platform up-to-date is demanding, and performance can be erratic. Functionality sometimes breaks randomly, log-in can be hit-and-miss, and their UI is quite dated.
10. Nintex Workflow Automation
Nintex helps enterprises discover, automate, and improve their core business processes from a drag-and-drop interface. For users who’re already familiar with Microsoft and their Office Suite of tools (Sharepoint, Visio, etc.), Nintex acts as a BPM layer that helps you process large volumes of documents and makes your applications talk to each other.
- Design workflows visually in step-by-step, flowchart pattern
- Integrate different applications across your stack without writing custom code
- Generate detailed reports for your process’s performance, and
- Generate documents from existing databases, and extract info from PDFs, images, and files
Limitations: Load speed can be improved, process docus are limited (there are Nintex features that lack any training whatsoever), and Nintex forms lack features like repeating tables that technical users may expect by default for writing custom code.
Also, since Nintex is a third-party application built on the Microsoft ecosystem, large parts of their platform can become unusable if Microsoft makes drastic changes to their platform.
11. Oracle Fusion Middleware
Oracle Fusion Middleware is a comprehensive suite of middleware products and tools offered by Oracle Corporation. It serves as an integration platform for connecting various software applications, systems, and services within an organization. Among others, Oracle Fusion offers:
- BPM: A management suite for designing, modeling, and automating business processes
- Technical customizability: User can expand basic functionality with JDeveloper and Oracle’s Application Development Framework
- Analytics: Visualize bottlenecks and understand how to improve your performance across your processes, and
- Integrations: Connect SaaS, cloud, and on-premise applications using pre-built connectors and APIs
Like Oracle BPM, Fusion Middleware’s most powerful functionality is easily the most significant bottleneck it poses: Fusion’s core functions can only be activated fully with JDeveloper and ADF and non-technical users will be severely limited trying to navigate the platform without technical help.
12. Smartsheet
Smartsheet offers work management features, with an emphasis on business process management—that is, the platform serves as a single source of truth where teams (and organizations) can collaborate on projects, tasks, and processes, but more importantly, orchestrate workflows that propel themselves forward with minimal human input.
In practice, Smartsheet’s BPM functionality helps you:
- Share data, route notifications, and trigger actions between 100+ applications on a set-and-forget basis.
- Design processes visually using Kanban, Gantt charts, or table format.
- Choose from Smartsheet’s library of pre-built workflow templates that can send periodic status updates, complete actions using conditional logic.
- Keep tabs on user activity and automated workflow sequences from a real-time activity log.
- Build and manage custom applications to expand Smartsheet’s core features.
Although it’s essentially infinitely customizable as a project management tool, Smarthseet is limited as a BPM solution: compared to other options, it supports a smaller ecosystem of pre-built connectors, offers limited reporting features, scales poorly, and tends to slow down when you start handling large data volumes.
13. ProcessMaker
ProcessMaker helps you automate repetitive tasks, integrate applications across your stack, strip out useful data from documents, images, and files, and empower your create workflows with NLP.
- No-code Workflows: Design workflows visually from a drag-and-drop interface
- Automations: Trigger tasks automatically and customize workflow behavior with conditional logic
- Form Builder: Create custom forms for collecting data and validating entries automatically
- Analytics: Monitor processes and discover potential bottlenecks with comprehensive dashboards and reports
- Document Management: Store, retrieve, and extract data from documents
14. Process Street
Compared to the rest of the tools we’ve covered here, Process Street is by far the easiest to get started with, it’s designed primarily with non-technical users in mind, and puts AI tools at your fingertips to automate low-level creative work.
Compared to the rest of the tools we’ve covered here, Process Street is by far the easiest to get started with, it’s designed primarily with non-technical users in mind, and puts AI tools at your fingertips to automate low-level creative work.
Here’s a step-by-step breakdown of what using Process Street for the first time would look like:
- Choose a pre-built template or start from scratch.
- Define different stages in as much detail as possible.
- Customize workflow with conditional logic (if this, then that) and multi-stage approvals that loop in collaborators both within and outside your organization.
- Connect third-party tools so that actions can be automatically triggered across different applications when conditions are met
- Generate tasks and workflows with ChatGPT.
- Store helpful SOPs and policy documents inside Process Street to guide other users through.
Process Street also has extensive technical documentation and unlike most of the options on our list, guarantees real-time support within five minutes.
15. webMethods Integration Platform
The webMethods Integration Platform by Software AG is a comprehensive suite that integrates systems, applications, and data across the enterprise. It facilitates seamless connectivity and enables businesses to automate processes and improve operational efficiency.
Key features include:
- Connects different applications within an enterprise to enable data sharing and workflow automation.
- Manages the entire lifecycle of APIs, including creation, deployment, and monitoring.
- Ensures data consistency and integrity across multiple systems.
- Automates business processes to enhance efficiency and reduce manual intervention.
- Provides tools for integrating on-premises systems with cloud-based applications.
16. Emakin
Emakin is a business process management (BPM) and workflow automation platform that helps organizations streamline their processes and improve efficiency. It offers a user-friendly interface for designing, executing, and monitoring business processes.
Key features include:
- Allows users to design and model business processes using a visual interface.
- Automates routine tasks and workflows to increase productivity.
- Manages documents within processes, ensuring easy access and version control.
- Provides insights into process performance through detailed reports and analytics.
- Facilitates communication and collaboration among team members.
17. Pegasystems
Pegasystems, also known as Pega, is a leading BPM and customer relationship management (CRM) platform that helps organizations optimize their processes and enhance customer engagement. It uses a model-driven approach to automate workflows and decision-making.
Key features include:
Manages complex, dynamic processes that require human intervention and decision-making.
Automates end-to-end business processes to improve efficiency.
Uses AI and machine learning to automate decision-making within processes.
Provides tools to enhance customer service and engagement.
Integrates with various enterprise systems and applications.
18. Bizagi
Bizagi is a BPM suite that enables businesses to model, automate, and optimize their processes. It offers a user-friendly platform for designing and executing workflows with a focus on agility and ease of use.
Key features include:
- Visual tools for creating detailed process maps.
- Automates business processes to reduce manual tasks and increase efficiency.
- Provides insights into process performance and identifies areas for improvement.
- Offers cloud-based solutions for flexibility and scalability.
- Integrates with various enterprise applications and data sources.
19. Quixy
Quixy is a no-code BPM and application development platform that allows businesses to automate processes and build custom applications without writing code. It is designed for business users to create workflows and solutions quickly and easily.
Key features include:
- Enables users to build applications using a visual interface without coding.
- Automates repetitive tasks and processes to improve efficiency.
- Provides tools for designing and modeling business processes.
- Integrates with various third-party applications and services.
- Offers insights into process performance and application usage.
Features of Business Process Management Software
Let’s look at some features of the business process management software.
1. Process modeling and design
Process modeling and design in BPM software involve visual tools to create detailed diagrams and flowcharts representing business workflows. Utilizing standard notations such as BPMN (Business Process Model and Notation), this feature allows users to map out every step, interaction, and dependency within a process.
It enhances clarity, communication, and collaboration among stakeholders by providing a comprehensive view of processes, which aids in identifying inefficiencies and areas for improvement.
2. Workflow automation
Workflow automation in BPM software automates the execution of repetitive and routine tasks within business processes, ensuring they are carried out consistently and efficiently according to predefined rules.
This feature manages the end-to-end execution of workflows, handles exceptions, and enforces business rules, significantly reducing manual effort and errors. Automating these tasks increases productivity, frees up employees for higher-value activities, and improves overall process efficiency.
3. Performance monitoring and analytics
Performance monitoring and analytics in BPM software offer real-time insights into the effectiveness and efficiency of business processes.
This feature includes dashboards and reporting tools that track KPIs and metrics, allowing organizations to evaluate process performance, identify bottlenecks, and uncover trends. Alerts and notifications for deviations help in proactive management, enabling data-driven decision-making and continuous process improvement to enhance business outcomes.
4. Integration capabilities
Integration capabilities in BPM software ensure seamless data exchange and workflow coordination between the BPM platform and other enterprise systems, applications, and data sources.
This feature supports API integration, data synchronization, and interaction with third-party tools like ERP, CRM, and HRM systems. By enabling smooth integration, it ensures consistent data flow across the organization, enhances overall operational efficiency, and reduces the need for manual data entry.
5. Process optimization and improvement
Process optimization and improvement in BPM software involve using data-driven insights to refine and enhance business processes continuously. This feature leverages performance analytics to identify inefficiencies and bottlenecks, providing actionable recommendations for improvement.
Enabling iterative process reviews and adjustments promotes ongoing operational excellence, helps adapt to changing business needs, and ensures that processes remain efficient, effective, and aligned with organizational goals.
Top Use Cases for BPM Software
Business process management software provides comprehensive features, but it can be challenging to understand how and where to use these tools. Organizations must know where they want to deploy BPM and their contextual needs.
Here are business process management platform use cases broken down by business unit:
1. BPM Use Cases for Accounting & Finance
These use cases illustrate how BPM software significantly enhances the efficiency and accuracy of accounting and finance operations.
- Cash Flow Management: Gain a view of all incoming and outgoing funds with transparent processes using robust analytics dashboards.
- Invoice Processing: Streamline the receipt, approval, and payment of invoices to reduce errors and ensure timely payments.
- Expense Management: Automate expense report submissions and approvals, making tracking and controlling spending easier.
- Budget Planning: Simplify creating, monitoring, and adjusting budgets with collaborative tools and real-time data.
- Financial Reporting: Generate accurate financial reports quickly with automated data aggregation and report generation.
- Asset Management: Track company assets, their depreciation, and maintenance schedules with integrated asset management tools.
- Compliance and Audits: Ensure adherence to financial regulations and prepare for audits with automated compliance checks and documentation.
2. BPM Use Cases for Customer Service
Here are eight use cases for BPM software in customer service and support:
- Ticket Management: Automate the creation, assignment, and tracking of customer service tickets to ensure timely resolution and efficient handling.
- Customer Onboarding: Streamline the onboarding process for new customers, providing a seamless experience with automated welcome emails and guided setup.
- Knowledge Base Management: Maintain and update a comprehensive knowledge base with automated content approval workflows and easy access for support agents.
- Service Level Agreement (SLA) Monitoring: Track and manage SLAs with automated alerts and reporting to ensure compliance and maintain high service standards.
- Customer Feedback Management: Automate the collection, analysis, and response to customer feedback to improve service quality and customer satisfaction.
- Incident Management: Quickly address and resolve incidents with automated incident tracking, escalation, and resolution processes.
- Support Agent Training: Facilitate continuous training and development of support agents with automated training assignments, progress tracking, and certification management.
- Customer Communication: Improve customer communication with automated updates, notifications, and personalized responses to keep customers informed and engaged.
3. BPM Use Cases for HR & People Management
These use cases show how BPM software can enhance HR efficiency, improve employee experience, and ensure regulatory compliance.
- Employee Onboarding: Automate the onboarding process to ensure new hires have a smooth transition with all necessary documentation and training completed.
- Recruitment and Hiring: Streamline the recruitment process with automated job postings, applicant tracking, and interview scheduling.
- Performance Management: Facilitate regular performance reviews and feedback cycles with automated reminders and customizable evaluation forms.
- Leave Management: Simplify the process for requesting, approving, and tracking employee leave with an integrated leave management system.
- Training and Development: Manage employee training programs by automating course assignments, tracking progress, and providing certification management.
- Payroll Processing: Ensure accurate and timely payroll processing with automated calculations, approvals, and disbursements.
- Employee Records Management: Maintain up-to-date employee records with automated data entry, updates, and secure storage.
- Compliance and Reporting: Ensure compliance with labor laws and regulations by automating compliance checks and generating necessary reports.
4. BPM Use Cases for IT
Here are eight use cases for BPM software in IT teams:
- Incident Management: Automate the logging, categorization, and resolution of IT incidents to ensure quick and efficient problem-solving.
- Change Management: Streamline the process of requesting, approving, and implementing IT changes with automated workflows to minimize disruption.
- Asset Management: Keep track of IT assets, including hardware and software, with automated inventory management and maintenance scheduling.
- Service Desk Management: Improve service desk operations with automated ticketing, prioritization, and resolution tracking.
- User Access Management: Automate the provisioning and de-provisioning of user access to systems and applications, ensuring security and compliance.
- IT Project Management: Enhance IT project management with automated task assignments, progress tracking, and resource allocation.
- Software Deployment: Streamline software deployment processes with automated packaging, testing, and deployment workflows.
5. BPM Use Cases for Sales
Here are eight use cases for the sales team to implement BPM software:
- Lead Management: Automate the process of capturing, nurturing, and converting leads to ensure a steady flow of prospects through the sales pipeline.
- Sales Pipeline Management: Automated tracking, forecasting, and reporting will help you gain visibility into the sales pipeline and optimize sales activities.
- Quote Generation: Streamline the creation and approval of sales quotes with automated workflows, ensuring accuracy and consistency.
- Contract Management: Simplify the management of sales contracts with automated drafting, approval, and renewal processes.
- Customer Relationship Management (CRM): Enhance CRM by integrating BPM tools to automate follow-ups, reminders, and customer communication.
- Order Processing: Automate order processing from receipt to fulfillment, reducing errors and ensuring timely delivery.
- Sales Performance Monitoring: Track and analyze sales performance with real-time dashboards and automated reporting to identify trends and areas for improvement.
- Training and Onboarding: Facilitate the onboarding and continuous training of sales team members with automated training programs and progress tracking.
6. BPM Use Cases for Procurement & Supply Chain
These use cases demonstrate how BPM software can enhance procurement and supply chain efficiency, reduce costs, and improve supplier relationships.
- Supplier Onboarding: Streamline the process of vetting, approving, and integrating new suppliers with automated workflows.
- Vendor Management: Enhance vendor relationships by streamlining procurement processes, from order placement to payment.
- Inventory Management: Maintain optimal inventory levels by automating stock monitoring, reorder alerts, and inventory audits.
- Contract Management: Manage supplier contracts efficiently by automating contract creation, approval, and renewal processes.
- Supplier Performance Monitoring: Track and evaluate supplier performance with real-time data and automated scorecards to ensure quality and reliability.
- Logistics Coordination: Optimize logistics operations by automating shipment scheduling, tracking, and coordination with carriers.
- Demand Planning: Improve demand forecasting with integrated data analysis tools that help predict and plan for future supply needs.
How to Choose Your Ideal Business Process Management Software
Here are a few factors to consider when choosing the ideal business process management software for your organization.
1. Ease of use
Ease of use is a crucial factor when choosing BPM software, as it directly impacts the adoption rate and overall effectiveness of the tool. A user-friendly interface with an intuitive design allows employees across various departments to quickly understand and start using the software without extensive training. This reduces the learning curve and minimizes disruptions to daily operations.
Features such as drag-and-drop process modeling, clear navigation, and accessible documentation can enhance usability, making it easier for users to design, manage, and optimize business processes efficiently.
2. Customizability and flexibility
Customizability and flexibility are essential when selecting BPM software because every organization has unique processes and requirements. The software should allow for extensive customization of workflows, rules, and interfaces to align with specific business needs. Also, a flexible BPM tool can support a wide range of business scenarios, making it a versatile solution for long-term use.
3. Integration with existing systems
Integration capabilities are vital for BPM software as they ensure seamless connectivity and data flow between the BPM platform and other enterprise systems, such as ERP, CRM, and HRM systems.
The software must support APIs and other integration methods to facilitate real-time data exchange and process synchronization across various applications. Effective integration eliminates data silos, enhances operational efficiency, and ensures that all business processes are interconnected and work harmoniously. This interoperability is crucial for maintaining a unified IT ecosystem and achieving a holistic approach to business process management.
4. Automation features
Automation features enable organizations to streamline repetitive and manual tasks within their processes. The software must offer robust automation capabilities, such as workflow automation, task scheduling, and exception handling, to increase efficiency and reduce human error.
Advanced automation features such as robotic process automation (RPA) and AI-driven decision-making can further enhance process efficiency. By automating routine tasks, BPM software frees up employees to focus on more strategic activities, ultimately boosting productivity and ensuring consistent execution of business processes.
5. Security and compliance
A BPM software must offer robust security features, including data encryption, access controls, and audit trails, to protect against unauthorized access and data breaches. Compliance with industry standards and regulations, such as GDPR, HIPAA, and SOX, ensures that the software meets legal requirements and helps mitigate risks associated with non-compliance.
6. Training and support
Training and support are essential for the successful implementation and ongoing use of BPM software. The vendor must offer comprehensive training materials, such as tutorials, webinars, and user manuals, to help users quickly become proficient with the software. Additionally, reliable customer support, including technical assistance and troubleshooting, ensures that any issues are promptly addressed, minimizing downtime and disruptions.
Alternatively, you can implement a digital adoption platform such as Whatfix to enable the adoption of your business process management software. Whatfix’s in-app guidance solution offers step-by-step walkthroughs that guide your employees through the software, an on-demand self-help hub for users to get quick answers to their queries, and persona-specific onboarding experiences customized for employees based on their use cases.
Software clicks better with Whatfix's digital adoption platform
Enable your employees with in-app guidance, self-help support, process changes alerts, pop-ups for department announcements, and field validations to improve data accuracy.
7. Cost and ROI
It’s important to evaluate the total cost of ownership, including licensing fees, implementation costs, training expenses, and ongoing maintenance. While upfront costs are significant, the potential ROI from improved process efficiency, reduced errors, and enhanced productivity must be weighed against these expenses.
Enable your employees with in-app guidance and self-help support to drive process adoption with Whatfix
A business process management platform serves as a second brain of sorts for your entire organization—it routes information between applications, propels workflows with minimal human involvement, and automates repetitive tasks.
It offers so much power that it can be overwhelming, especially for your non-technical users who may not be familiar with visual design and conditional logic. Whatfix can help you bridge that knowledge gap with our in-app guidance solution that offers:
- Step-by-step walkthroughs that guide your employees through your BPM.
- An on-demand self-help hub embedded into your BPM platform’s dashboard.
- UI hotspots and UX tooltips that can expand to offer users context on how buttons, features, and elements, and
- Persona-specific onboarding experiences customized for employees based on their use cases.
In this era of constant change and digital transformation, harnessing the power of the Whatfix digital adoption platform can be the key to achieving operational excellence and staying ahead in the competitive business landscape.
To learn more about Whatfix, click here to schedule a free demo with us today!
What Is Whatfix?
Whatfix is a digital adoption platform that provides organizations with a no-code editor to create in-app guidance on any application that looks 100% native. With Whatfix, create interactive walkthroughs, product tours, task lists, smart tips, field validation, self-help wikis, hotspots, and more. Understand how users are engaging with your applications with advanced product analytics.
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