BPM Platform
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As businesses grow and the business landscape changes, the needs of the business are also changing. With a call for more customer-centric business processes, the customer’s needs and wants are of utmost importance. This has translated into a growing need for efficiency and effectiveness which can be hindered by complicated business processes. This is where business process management (BPM) can be useful.

Let’s take a look at business process management and the essential features of a BPM platform which can help encourage greater productivity and efficiency.

What is BPM?

Business Process Management is the process of managing people, processes, and systems to achieve a predefined business outcome. This involves identifying the steps required to complete a task, aligning these steps to existing processes and workflows, and then streamlining these steps to create more efficiency and effectiveness.

Business processes ensure that the goals in a company are achieved with the combined efforts of the employees and the different tools that they need. These business processes become more and more complex as the scale of these goals grow, which causes confusion. To prevent any sort of confusion, these processes need to be handled and managed, and this is where business process management comes into play.

Business processes ensure that the goals in a company are achieved with the combined efforts of the employees and the different tools that they need.

Business processes require different departments to work together to fulfill business functions as well as allowing for proper relations with suppliers and customers. This can lead to issues due to miscommunication between departments as these business processes are developed in isolation. Business process management can help bridge this gap and solve issues.

Business process management can help you reduce costs, identify new customer demands, increase productivity, retain customers more, increase mobility and agility, etc. BPM is good for many different aspects of your business, and you can definitely accelerate the growth of your company, on the whole, using BPM techniques and platforms.

Every BPM platform has its own benefits, however, there are a few features that are essential for getting the most out of your chosen platform. Read on to find out more about the most essential features of a BPM platform that can help you streamline your business processes and encourage greater productivity.

Also read: Business Process Management – The What, Why, and How

Essential features of a BPM platform

You need to choose the perfect BPM platform for your needs, depending on which important features are most required for your business. Here are a few essential features of a BPM platform that can help your business process management efforts succeed:

Essential features of a BPM platform

1. Intuitive, drag-and-drop process designer

A business process needs to be identified and analyzed before it can be improved. While trying to improve this process, an intuitive drag-and-drop process designer can help you create processes regardless of your ability to code. The process designer can also help you make changes to the process easily due to the low learning curve. Assigning permissions and customizing should also be simple and easily done. A process designer could help you create real-world processes and workflows that can help your business run smoothly. No-code BPM tools would be perfect for designing processes without the need for developers.

2. Effective form designer

An efficient form designer is also equally important as forms are the base for most processes. With a drag-and-drop designer for forms, you can enable every employee to quickly create forms without needing any knowledge of coding. This form designer needs to have multiple functionalities including sophisticated layouts, multiple field options, and options for inserting tables, sections, and attachments. A tool with customizable form fields can be further improved by developers who can extend the total functionality of the tool. Mobile responsive and easily accessible forms will lead to better processes, thus improving the overall efficiency of the business functions.

3. Efficient reporting tools

Reporting tools can help you create reports and graphs about important data without needing to export it to an external application. A built-in reporting tool can help you keep track of KPIs, which can help you gauge the efficiency of processes and employees. You can also keep track of processes that are lagging and the costs of delays and overdue processes. Business Activity Monitoring (BAM) is ideal for providing you with real-time data that can help you get important insights from your data. This is a part of the essential features of a BPM platform as it can greatly reduce the manual work of the employees.

4. Mobile and social provisions

With a BPM platform, the user’s experience is extremely important. If your BPM system is rigid in terms of the type of device that can access data, it’ll dissuade users from utilizing the platform to its full potential. Make sure that your BPM tool can be accessed through mobile devices with Android and iOS at least. It’s also ideal if your tool has social and cloud capabilities, which can enable users to access their data remotely and communicate with peers easily and efficiently. In a survey conducted by Forrester, they found that 30% of respondents expect an increase in the demand for business-critical processes to become available on mobile through BPM.

5. Integration capability with other applications

Your BPM platform needs to be able to integrate with the other tools that are already in use at your company. This can help speed up the data transfer process that will be necessary when initializing a new BPM tool. With numerous applications in every business, integration becomes a necessity to avoid data silos and a blockage in the data flow through the different departments in your company. If this connection to the other applications is smooth, it can lead to the seamless integration of the BPM tool with all of your other applications.

6. Data and document management

As businesses run every day, they generate massive amounts of documents and data that need to be managed properly. Your BPM tool needs to have the ability of document management and data management to ensure that a comprehensive, system-wide repository can be created. If this repository is on another tool or platform, make sure that your tool can easily access these documents.

7. Effective security measures

With a BPM tool, your employees will be able to work together on different processes. The data created through these processes might be sensitive and needs to be protected from any malicious attempts of hacking or unauthorized retrieval of data. The safety of this data can only be ensured if the BPM tool has the required security measures in place. There also need to be safety measures in place to safeguard from attempts to access unauthorized data from employees.

8. A dedicated user portal

If all of the employees in your company are expected to use the new BPM tool, they need to have a functional and simple user portal that they can access the program from. This user portal needs to be user-friendly and simple to navigate, which will help employees understand and adopt this BPM platform quickly. The notification system, task assignment system, and interaction platforms will need to be decided beforehand to ensure that the employees get the maximum benefits out of the user portal. No-code BPM solutions can help you build your own dedicated user portal.

9. CRM integration

The BPM system needs to be integrated with all of the systems in your company, however, the CRM system is particularly important. As the business landscape is changing, the focus on customer-centric processes and activities is steadily increasing. This is due to the ever-changing customer demands which, if fulfilled, can grant you loyal customers that will give you large returns.

Also read: Hassle-Free No-Code CRM Solution to streamline your Sales Processes

This customer-first approach requires businesses to start from the basic processes, which is where BPM comes in. A BPM platform with an efficient CRM integration will help you bridge the gap between data and insights, and lead to well-designed processes that will provide satisfaction for customers. In a survey by Forrester, 29% of the respondents expected an increase in improving customer-facing business processes through business process management.

In a survey by Forrester, 29% of the respondents expected an increase in improving customer-facing business processes through business process management.

10. Varied deployment options

A good BPM system needs to be flexible and allow users to run the system as they like, whether it’s through an on-premises or cloud environment. This allows the company to decide whether they trust the security of the cloud environment or whether they would be more comfortable housing the data behind their own secure firewalls. As organizations have their own specific needs, a good BPM tool needs to give them the option to ensure that their process and data-related needs are met.

Also read: 10 Valuable Benefits of Business Process Management


Business process management is the way forward and many companies have already adopted suitable tools and applications. BPM tools come in many different varieties and you need to find the perfect tool with the essential features of a BPM platform for your business’s unique needs. Business process management can help you accelerate the efficiency of your business processes and help you provide better service to your customers.

At Quixy, we provide an intuitive drag-and-drop builder that can help you with all of your BPM needs. Our builder can be used to create forms, websites, and more! You can build custom solutions to suit your needs. If a customized solution is what you’re looking for, and you don’t want to be hindered by a lack of coding skills, Quixy could be perfect for you! Check out our platform in a free trial here!

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