V4
Select and Implement the Right BPM Solution
for the Organization
Design your workdays with a “suite” solution.
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- 2014 Info-Tech
Research Group
1997-2014
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Group Inc.
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Use this blueprint, including the Vendor Landscape analysis,
to support your BPM suite procurement
Phase I
Launch Your BPM
Selection Project
Phase II
Vendor Landscape
– Analyze BPM
Requirements and
Shortlist Vendors
Phase III
Select Your BPM
Solution
Phase IV
Plan Your BPM
Implementation
Use the project steps and
activity instructions outlined in
this blueprint to streamline your
selection process and
implementation planning.
Save time, money, and improve
the impact of your Business
Process Management (BPM)
solution procurement by
leveraging Info-Tech’s research
and project steps.
Phase II: Vendor Landscape –
Analyze BPM Requirements and
Shortlist Vendors contains the
report’s Vendor Landscape
evaluation results.
Not everyone’s process needs are the same. These needs drive out different categories and niches within the
BPM software market space. Understand your own business's processes and the unique technical and
functional requirements that accompany them. Use your own set of requirements to determine the BPM
solution that best fits your organization.
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Our Understanding of the Problem
This Research is
Is Designed For:
This Research Will Help You:
 Business Process Analysts, Development
 Select and procure a BPM tool that fits your
Managers, and decision makers involved in
assessing and selecting a BPM tool.
 Small and mid-sized organizations looking to
procure a BPM tool that will allow them to
automate their business processes.
organization’s specific requirements.
 Plan and implement your BPM technology with
a phased implementation of business
processes.
 Any size organization looking to understand
more about products within the BPM market.
Outcomes of this Research
 Select a BPM tool that aligns with the specific needs
of the respective departments and work functions of
the business.
 Plan for the implementation of the selected suite,
including how to build, test, and phase the
deployment to achieve success.
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Executive Summary
Situation
!
Info-Tech Insight
• Technology to support automation provides businesses with the opportunity
•
to optimize their business processes and harvest value through cost
savings, improved customer satisfaction, and expanded revenue platforms.
Business process management (BPM) technology is a mature and
dynamic market, with a landscape full of vendors with cutting edge
solutions and diverse offerings. As a result, finding a solution that is the best
fit for your organization can be a complex and laborious process.
Complication
?
• BPM technology is not a one-size-fits-all investment; unique
•
evaluations and solution customization is required in order to deploy a
solution that fits your organization.
BPM technology is not a plug-and-play technology, making the need for
proper scoping, strong solution selection, and a well planned
implementation critical for effective utilization of the BPM suite.
1. Leverage use cases: Base your
vendor selection on your
requirements and use case, not on
their overall performance.
2. Phase your implementation: Start
with processes that will provide quick
wins. Select processes that are
simple, and strategic.
3. Grow your process automation
organically: Build on your pilot
process and branch out to
dependent and linked processes.

Resolution
• Align your business and IT objectives for your desired BPM suite through a rigorous and comprehensive requirements
•
•
gathering process that includes process mapping, stakeholder interviews, and IT architecture analysis.
Use Phase II: Vendor Landscape – Analyze BPM Requirements and Shortlist Vendors to identify vendors in the
marketplace that fit your organization’s needs based on your identified suite requirements and use case scenario results.
Don’t cut corners as you evaluate vendors; select a suite, then plan and perform your implementation. Conducting your
due diligence as you perform the project will ensure that your organization will fully reap the benefits of process
automation.
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There are three ways to complete this project:
Do-It-Yourself, Guided Implementations, or Onsite Workshop
Best Practice
Tool Kit
Guided
Implementations
Download and
customize Info-Tech’s
tools and templates to
develop your project
deliverables.
Speak to an Info-Tech
subject matter expert for
advice throughout the
project.
To implement this blueprint yourself, read through and
follow the steps described in this DIY guide.
Use the facilitation advice on the blue slides at the end of
each section to populate the deliverables and conduct the
workshop activities as designed by Info-Tech.
Arrange to speak to an Info-Tech expert to at key
milestones to ensure maximum project value.
Watch for this icon at key opportunities to speak with
an Info-Tech analyst for additional insight and advice.
Call 1-888-670-8889 or email
[email protected].
To inquire about or request a workshop:
Onsite
Workshop
Accelerate your project
by having an onsite,
expert Info-Tech facilitator
run a workshop for you.
Call 1-888-670-8889 ext. 3001 or email
[email protected] for more information.
Your account representative and workshop coordinator
will follow up to help determine the cost, timing, and
other details of the workshop.
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Select and Implement BPM– Project Overview
Launch Your
Selection Project
1. Assess the value and
identify your organization’s
fit for BPM technology
BPM Maturity Tool
2. Structure your BPM
Selection Project
BPM Procurement Project
Charter Template
Best-Practice
Toolkit
3. Gather and analyze your
BPM requirements
BPM Discussion Guide
Template
BPM Use Case Fit
Assessment Tool
4. Produce your shortlist
BPM Vendor Landscape
Analysis
Select Your
BPM Solution
Plan Your BPM
Implementation
5. Select your BPM solution
BPM RFP Template
6. Plan your BPM
implementation
BPM Work Breakdown
Structure Template
Vendor Response
Template
BPM Suite Evaluation and
Scoring Tool
BPM Vendor Demo Script
Template
BPM Test Plan Template
7. Measure the value of your
BPM suite
BPM Vendor Shortlist
Tool
Identify Your Fit for BPM
Technology
Plan Requirements
Gathering Steps
Create Procurement
Strategy
Create an Implementation
Plan
Identify Staffing Needs
Discuss Use Case Fit
Assessment Results
Discuss Evaluation Results
Discuss Roll-Out of
Automated Processes
Create Project Plan
Discuss Vendor
Landscape
Guided
Implementations
Onsite
Workshop
Vendor Landscape Analyze BPM
Requirements and
Shortlist Vendors
Conduct a Contract
Review
Handover to Operations
Module 1:
Launch Your BPM Selection
Project
Module 2:
Analyze BPM Requirements
and Shortlist Vendors
Module 3:
Plan Your Procurement
Process
Plan Your BPM
Implementation
*This support is given through
follow-up calls with an analyst
Phase 1 Outcome:
• Launch of BPM selection
project
Phase 2 Outcome:
• Shortlist of vendors
Phase 3 Outcome:
• Selection of BPM suite
Phase 4 Outcome:
• Implementation plan for the
organization’s BPM suite
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Headline / Subhead Vertical Spacing
V4
Phase I: Launch Your BPM Selection Project
Set your BPM selection up for success by engaging the right people under the right
circumstances as you launch your project.
Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice.
Info-Tech’s products and services combine actionable insight and relevant advice with
ready-to-use tools and templates that cover the full spectrum of IT concerns.
© 1997-2014 Info-Tech Research Group Inc.
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Where are you in your BPM selection project?
You Are Here
Launch Your BPM
Selection Project
The Scope of Phase I: Launch Your BPM Selection
Project
Section Steps
Info-Tech Insight
• Step 1: Assess the Value and Identify Your
BPM suite selection,
implementation, and
adoption will only be
successful if the
solution is aligned to
and approved by the
business. Ensure this
alignment and
support by engaging
the business from
the beginning as part
of your project team
and project
oversight.
Vendor Landscape –
Analyze BPM
Requirements and
Shortlist Vendors
•
Select Your BPM
Solution
Plan Your BPM
Implementation
Organization’s Fit for BPM Technology
◦ Identify the value of an investment in BPM technology
◦ Identify the business drivers behind your BPM
procurement
◦ Assess your organization’s readiness for a technology
investment in process automation
Step 2: Structure Your BPM Selection Project
◦ Create a project plan to support your evaluation and
selection of a BPM solution
◦ Select a procurement vehicle that will support your
organization’s selection process
◦ Determine the resourcing requirements associated with
the project
◦ Identify project metrics
◦ Create project oversight
Outcomes From This Phase
• An approved project charter and successful launch of the project
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Let our analysts guide you through this phase…
Guided Implementation 1: Launch Your BPM Selection Project
Time for Completion: 1-4 weeks
Step 1: Assess the Value and Identify
Your Organization’s Fit for BPM
Technology
Step 2: Structure your BPM Selection
Project
Identify staffing needs for your BPM
Identify your fit for BPM
technology
• Understand the value of a BPM
suite investment
• Assess whether your
organization is prepared to
introduce process automation
Activities
• Identify the drivers behind your
process automation agenda
• Assess your fit for process
automation
Tools & Templates
BPM Maturity Tool
Create a Comprehensive BPM
Strategy for Successful
Process Automation Blueprint
selection project
Activities
• Determine resourcing for your
selection team
• Identify your project’s oversight
Tools & Templates
BPM Procurement Project Charter
Template
Create a project plan that outlines the
steps and activities included in
evaluating, selecting, and
implementing a BPM suite
Guided Implementations
A guided implementation is a series
of 2-3 advisory calls that help you
execute each phase of a project.
They are included in most advisory
memberships.
Email:
[email protected]
Call:
1-888-670-8889
We can usually arrange a call with
an analyst within 24 hours.
Activities
• Outline a project plan and identify
project milestones
• Identify project metrics
• Select a demo process
Phase 1 Outcome:
• Launch of your BPM selection project
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V4
Phase II: Analyze BPM Requirements and
Shortlist Vendors
Determine how your process automation needs align with the scenarios and solutions in the
market.
Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice.
Info-Tech’s products and services combine actionable insight and relevant advice with
ready-to-use tools and templates that cover the full spectrum of IT concerns.
© 1997-2014 Info-Tech Research Group Inc.
Info-Tech Research Group
10
Where are you in your BPM selection project?
Launch your BPM
Selection Project
The Scope of Phase II: Analyze BPM Requirements
and Shortlist Vendors
Info-Tech Insight
Section Steps
You Are Here
Vendor Landscape –
Analyze BPM
Requirements and
Shortlist Vendors
Select your BPM
Solution
• Step 3: Gather and Analyze Your BPM Requirements
o Identify your business’s technical and functional
requirements.
o Align your business’s needs to Info-Tech’s use case
scenarios.
• Step 4: Produce Your Vendor Shortlist
o Evaluate the results of Info-Tech’s BPM Vendor
Landscape Analysis.
o Focus your review of the use case performance
results relevant to your organization.
o Create a custom vendor shortlist.
Not everyone’s process
needs are the same.
These differences drive
out different categories
and niches within the
BPM market space.
Leverage Info-Tech’s
use-case scenarios to
align your
organization’s vendor
selection with the
appropriate market
players.
Outcomes From This Phase
• Completion of high-level process mapping.
• Identification of functional and technical requirements for your
Plan your BPM
Implementation
•
•
•
organization’s BPM solution.
Identification of your organization’s relevant use-case scenarios.
In-depth knowledge of vendors in the BPM market.
Creation of a custom vendor shortlist and vendor profiles and scoring.
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