Examples of BPM in action
BPM can make any process more efficient and reliable. Here are a few examples of common processes that greatly benefit from implementing BPM together with a dedicated platform.
Hiring new employees can make or break a business, so you need to make sure that you have a process in place that will identify and attract those candidates that suit your organization best. Using a BPM solution ensures that you’ll always be ahead of the competition when it comes to recruiting top talent. You can visualize all information about the candidates in the BPM platform through a public application form shared online, as well as set rules for automatically disqualifying and notifying candidates who don’t meet the position’s requirements. It also shows the stage of the process each candidate is at, so no one slips through the cracks or is left waiting.
The easiest way to lose a customer is to leave them feeling confused and unhelped. That’s why customer onboarding is so important. Codifying and optimizing the process with a BPM platform is a great way to keep onboarding responsive and quick. You can use the platform to assign a customer success manager, confirm if the sales contract is valid, and request a briefing on the new customer from the sales team. It can then automatically send the new customer an email prompting them to schedule an onboarding meeting with their customer success manager.
● What solution the client was using before your solution.
● What the customer hopes to achieve with the use of your solution.
● How you can help the client to achieve what he expects.
Ensuring that information the manager gets from the customer is accurately recorded in a timely fashion is critical. A BPM platform can prompt the customer success manager to summarize the information from their meeting with the new customer, such as:
To complete the customer onboarding process, reminders can be set for regular check-ins with the customer until the goals of the process have been achieved.
You need your organization’s purchasing process to deliver what your team needs affordably and reliably. This makes it another high priority process perfect for optimizing with a dedicated BPM platform. You can define each step of the process, from the initial screening of purchase requests to verifying delivery using a detailed checklist. Centralizing all the data related to the purchase in one place, including quotes from different suppliers, the estimated delivery date, and the supplier’s information and preferred payment method is invaluable as well. You can even use the platform to automatically archive information on all suspended or denied purchasing requests for future reference.