How to Ensure Your BPM Solution Meets Your Needs

It’s easy for a rapidly growing company to realize the need for a business process management (BPM) solution after so much time has been spent on operational issues, and when it appears that every process is somehow being “managed” by spreadsheet. Often, processes are managed by departments and software that are locked up in silos, and it can be especially hard to navigate processes that cross departmental boundaries.

BPM tool

Processes that are locked up in organizational silos can hamstring your efficiency efforts.

Evaluating BPM solutions is, of course, necessary before making the investment, but what do you evaluate? It’s best to start by looking at your business processes themselves before trying to find the right BPM tool.

Ensure Processes Themselves Aren’t Broken

Sometimes processes themselves arise organically, and this often happens in companies that are forced to scale up quickly and don’t have time to stop and evaluate processes along the way. In some cases, the processes themselves are pieced together inefficiently and need to be redesigned before you start considering BPM solutions. Every process for which you are considering BPM should be broken down and analyzed thoroughly to ensure that process-related problems don’t carry over into your BPM environment.

Determine Whether a Cloud or On-Premises BPM Tool Is Best

Most companies – particularly small ones – choose BPM software that runs in the cloud. Using cloud software makes it easier to spread costs out and puts the burden of maintaining software and hardware on the software company. You won’t have to install updates and patches, and you can be confident that everyone in the company is using the same version of the software.

Some companies, however, choose on-premises BPM solutions, often due to strict regulatory or security requirements that must be met. Having physical control over the hardware and software responsible for BPM is necessary or desirable for certain companies, and if this is you, make sure your provider offers on-premises installation. Not all do.

Choose a Solution That Plays Nicely with Other Software

No software should be isolated but should interact with easily other regularly used software packages. In fact, the best BPM solutions make integration easy enough that you won’t have to bring in your IT team to accomplish it. Will your BPM tool interact with databases, spreadsheets, web forms, and other software packages without custom engineering? Even if you don’t require this capability now, it’s smart to ensure that it’s possible before choosing your BPM tool.

Consider Flexibility and Scalability of BPM Solutions

BPM tool

Power is only realizable when your BPM tool offers flexibility as well.

BPM tools should assist with processes throughout an organization, from HR to building maintenance to IT. The flexibility of your BPM tool should be non-negotiable because how you need to use the tool will be unique to your business. Likewise, scaling your BPM software up or down should be straightforward. This is another reason many organizations choose BPM solutions that are run in the cloud. The cloud makes it easy to scale processes when, for example, you add to your staff and suddenly have more people using a business process.

Evaluate Your Service and Support Options

Finally, don’t invest in a business process automation tool unless you have absolute confidence in a provider’s service and support operations. Rare is the company that won’t have any questions about their BPM software, and it’s important to know you can access the help you need when you need it. Moreover, you should look for BPM software providers that record and evaluate customer issues and questions and use this data to inform software upgrades. Your needs may change, and you want to feel assured that your software will still be there for you as you do.

PerfectForms is the BPM workflow software tool that can streamline and automate business processes across your organization, whether you’re in medicine, education, insurance, or any other industry. It’s flexible and easy to scale with the cloud option, plus on-premises installation is available for organizations that require it. PerfectForms includes a drag-and-drop interface that allows non-programmers to create sleek and smart business processes without having to use programming code.
Whether you want a BPM tool to automate business processes, make IT services easier, manage the transportation pool better, or what have you, PerfectForms offers the flexibility and ease of use you require. Best of all? You can try out PerfectForms for free and see for yourself what this powerful BPM tool offers your business.

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