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If you’re reading this, it’s probably that your organization is considering business process automation software.\u00a0<\/span><\/p>\n With business process automation functionality, you can streamline repetitive, rules-based workflows. Automating these types of business processes creates more efficiency in enterprise resource planning (ERP), greater cost savings, and improved utilization of your human resources.\u00a0<\/span><\/p>\n While most enterprise businesses today have implemented some form of automation, digital transformation, or process improvement, many fail to realize the full potential of automation technology and struggle to phase out remaining time-consuming manual processes.\u00a0<\/span><\/p>\n While partially automated processes will give you a slight edge, they can also end up costing you in the end.<\/span><\/p>\n In this enterprise buyer’s guide, we’ll explain what business process automation is, how it works, its benefits, and the criteria you need to consider when evaluating BPA software.\u00a0<\/span><\/p>\n So let’s dive right in!<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Business process automation (BPA), also known as business process management (BPM), is the act of using technology to streamline routine, rules-based tasks such as sending documents, data entry, routing payments, or organizing documents.\u00a0<\/span><\/p>\n Utilizing automation can significantly improve an organization’s bottom lives by streamlining tasks, creating efficiency, and eliminating manual tasks which enables your staff to focus on tasks that grow the business.\u00a0<\/span><\/p>\n Modern automation platforms, like those you’re likely evaluating, implement innovative technologies like artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA) to perform repetitive tasks on a human’s behalf.\u00a0<\/span><\/p>\n Ultimately, people are still your greatest resource, but through workflow automation, your teammates can work faster on more productive tasks instead of having their time monopolized by tedious manual tasks.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n The following are just a few of the awesome benefits of BPA or automated workflow software.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_3,1_3,1_3″ _builder_version=”4.7.7″ _module_preset=”default” custom_padding=”25px||15px||false|false”][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”3_4″ _builder_version=”4.7.7″ _module_preset=”default”][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Eliminate Human Error[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Deters Fraudulent Activity[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Better Visibility into Workflows[\/et_pb_blurb][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”3_4″ _builder_version=”4.7.7″ _module_preset=”default”][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Streamlines Repetitive Tasks[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Creates Cost Savings[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Improved ROI[\/et_pb_blurb][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”3_4″ _builder_version=”4.7.7″ _module_preset=”default”][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Reduces Inefficiencies[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]Reduces Supplier Inquiries[\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.2em”]Improved Vendor Relationships and Customer Satisfaction[\/et_pb_blurb][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=”4.7.7″ custom_padding=”0px||0px||false|false”][et_pb_column_inner saved_specialty_column_type=”3_4″ _builder_version=”4.0.3″][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Any business that has tedious, repetitive tasks can benefit from process automation software. Some of the most common business and industry use cases include:<\/span><\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_3,1_3,1_3″ _builder_version=”4.7.7″ _module_preset=”default” custom_padding=”25px||15px||false|false”][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”3_4″ _builder_version=”4.7.7″ _module_preset=”default”][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n Accounts Payable<\/span><\/a><\/p>\n [\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n Document Management<\/span><\/a><\/p>\n [\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n Social Media <\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”3_4″ _builder_version=”4.7.7″ _module_preset=”default”][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n Purchase Order Processing<\/span><\/a><\/p>\n [\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n HR New Employee Onboarding<\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”3_4″ _builder_version=”4.7.7″ _module_preset=”default”][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n Data Entry<\/span><\/a><\/p>\n [\/et_pb_blurb][et_pb_blurb use_icon=”on” font_icon=”%%202%%” icon_color=”#864d6e” icon_placement=”left” use_icon_font_size=”on” icon_font_size=”28px” _builder_version=”4.7.7″ _module_preset=”default” header_font=”Arial||||||||” header_text_color=”#202657″ header_font_size=”18px” header_line_height=”1.4em” body_font=”Arial||||||||” body_font_size=”17px” body_line_height=”1.5em”]<\/p>\n CRM Processes<\/span><\/p>\n [\/et_pb_blurb][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=”4.7.7″ custom_padding=”20px||0px||false|false”][et_pb_column_inner saved_specialty_column_type=”3_4″ _builder_version=”4.0.3″][et_pb_text _builder_version=”4.7.7″ header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Finding the process automation platform that fits your organization starts with looking at your organization\u2019s current business processes, identifying opportunities for automation and evaluating the marketplace for systems.<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/wave-tsg.com\/wp-content\/uploads\/2021\/04\/Evaluation-Factors-Infographics.png” alt=”Evaluation Factors Infographics” title_text=”Evaluation Factors Infographics” align=”center” _builder_version=”4.7.7″ _module_preset=”default”][\/et_pb_image][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Before ever evaluating software options, the most important thing to do is to understand your business needs and requirements.\u00a0<\/span><\/p>\n Neglecting this step could result in purchasing software that ultimately doesn’t grow with your organization, or purchasing additional features that you really don’t need. Gather your department heads and key stakeholders to discuss the following:<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Once you have your foundational needs pinned down, you can start looking for potential solutions. There is a lot you can learn on your own before reaching out to a vendor or entering a high-pressure sales negotiation.\u00a0<\/span><\/p>\n Here are few resources you can typically find on software solution websites or through a simple Google search that will help you conduct your initial research.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Once you’ve done some preliminary research, you can begin asking for customized price quotes from the solutions you’re most interested in learning about.\u00a0<\/span><\/p>\n While many software websites offer pricing, most business process management software simply offer starting prices and will need more information about your business to prepare a definitive pricing model for you.<\/span><\/p>\n If your organization uses a more formal procurement process, this would be the time to start sending the initial requests for information (RFI) which specifically outlines your requirements for potential vendors.\u00a0<\/span><\/p>\n During communicating with potential vendors, it’s imperative that you get all of your questions answered and make sure that the proposed platform meets all of your needs. This will help you to narrow down vendor options during procurement later on.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n One of the most important pricing considerations for an automation platform is the licensing structure. There are a variety of user models that software companies use and it can have a significant impact on the total cost of ownership. Here are some of the most commonly used structures:<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n The pricing model that works best for your organization will ultimately depend on budget, the number of users or site locations, as well as the level of flexibility you want. For example, if you’d rather not be locked into a long-term investment, you might opt for a subscription model that you can cancel should you feel the need.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]The deployment model is another important consideration as your organization might have certain legal or compliance-related requirements that dictate you use only one type of infrastructure.\u00a0<\/span><\/p>\n For example, many organizations in the healthcare and government sector have strict regulations which demand they keep all computing and application infrastructure on-premise and that any new application be certified in compliant in a specific framework like HIPAA or FedRAMP.\u00a0<\/span><\/p>\n Many vendors offer multiple deployment options for this very reason. These can be divided into two main groups: on-premises, off-premises, or hybrid deployment.<\/span><\/p>\n On-premises (Data Center):<\/b><\/span> This hosting option requires your organization to deploy the software via your on-premise data center environment. In doing so, your organization retains complete control over the installation, architecture, administration, maintenance, and data security.\u00a0<\/span><\/p>\n This limits the scope of risk involved with outsourcing deployment to a third party, but it also increases your responsibilities and includes its own level of risk.\u00a0<\/span><\/p>\n For example, neglecting routine updates and backups could put your organization in a precarious situation if a data breach or disaster were ever to occur. But as stated previously, for some in a compliance-heavy industry, there may not be an option here.<\/span><\/p>\n Off-premises (Cloud-based):<\/b><\/span> For organizations that are either not obligated by compliance, or have regulatory requirements that a cloud option can meet, this option may be far more attractive.\u00a0<\/span><\/p>\n This is due to the fact that cloud deployments allow your organization to offload much of the administrative and maintenance concerns it would otherwise be responsible for.\u00a0<\/span><\/p>\n Furthermore, most enterprise-level technology is built on best-in-class infrastructures like AWS or Azure and offers redundancy, reliability, and even service level agreements (SLAs) should you desire an uptime guarantee.<\/span><\/p>\n Hybrid (Mixed) Deployment: <\/b><\/span>The third option, for those that want to take advantage of cloud innovation but operate in a compliance-heavy industry, is a hybrid or mixed deployment.\u00a0<\/span><\/p>\n While a bit more complicated, a hybrid environment would have all your sensitive data and related aspects in an on-premise environment while your non-classified data and processes can be implemented in a cloud environment.<\/span>[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Another important consideration is the implementation requirements, on behalf of the software vendor, for your organization. Just because you may want to use a certain tool, doesn’t mean your existing capabilities are sufficient to run it. Therefore it’s important to consider the following:<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Another key consideration is integration potential. While the idea of an all-in-one solution is a beautiful concept, it often doesn’t work that way. Particularly with automation, the automation tool will need to communicate with various systems and other platforms based on how many business units are utilizing it.\u00a0<\/span><\/p>\n Therefore, you need to provide your potential vendors with a complete list of all systems and tools to ensure that your automation software can integrate well with each.<\/span><\/p>\n Alternatively, if a particular tool is not listed under integrations, does the software vendor offer an application programming interface (API) so that a developer can connect your systems his or herself?\u00a0<\/span><\/p>\n If there isn’t a pre-built integration in place for your other systems, and the API either doesn’t exist or is extremely complicated to use, it may not be the best fit for your organization.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Yet another important, yet often overlooked feature is available customer support. Often organizations don’t realize the value of good customer support until they really need it and it’s not available.\u00a0<\/span><\/p>\n Every software vendor has its own unique customer support offering whether it’s 24\/7\/365 or restricted to certain hours. They typically also have a scope for their customer support services- issues they will support and issues they won’t.\u00a0<\/span><\/p>\n Most often, basic customer support is offered for issues relating to the tool itself, however, problems that are customer-facing (i.e. implementation issues, best practices, etc) may only be available at a premium, if at all.<\/span><\/p>\n Either way, it’s important that you understand what your level of customer support offers, its availability, and the options at your disposal (i.e. ticket service, phone, email, chat, etc). Also, as your team is learning to use automation software, it’s important that they have training resources available, whether live or pre-made.\u00a0<\/span><\/p>\n Example include:<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Another important consideration is the software security features. With an automation platform, it’s very likely that it will have contact with sensitive data, therefore, you need to be sure that any data utilized is safe from unauthorized access. Ensure that your software offers the following security features:<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Finally, it’s important that the tool is intuitive and user-friendly for your team members. An overly complicated user interface can result in lost productivity as you allocate time and resources toward having your team train on how to use the tool.\u00a0<\/span><\/p>\n Offerings like a free trial can help to ensure your teams enjoy the product before purchasing. Additionally, demos, training resources, and process templates can also go a long way to shorten the learning curve as all tools, even intuitive ones, will require some sort of adjustment period.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=”4.4.8″ custom_padding=”0px||0px||false|false”][et_pb_column_inner saved_specialty_column_type=”3_4″ _builder_version=”4.4.7″][et_pb_text _builder_version=”4.7.7″ header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”20px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n After your company has reviewed all of the evaluation criteria and you know what you’re looking for, it’s time to start considering your options, narrowing down your choices, and ultimately buying and implementing the product.\u00a0<\/span><\/p>\n The following is a step-by-step guide to help you with the procurement process.<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/wave-tsg.com\/wp-content\/uploads\/2021\/04\/Procurement-Process-Infographics-final.png” alt=”Procurement Process Infographics-final” title_text=”Procurement Process Infographics-final” _builder_version=”4.7.7″ _module_preset=”default”][\/et_pb_image][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n It’s likely you’ve already prepared a list of potential vendors during the evaluation process. Now it’s time to eliminate any that don’t meet your needs and narrow down your short-list. Once your short-list is ready, compare your options based on the following characteristics:<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n With likely only 2-3 options remaining, it’s not time to see for yourself what the tool’s capabilities are. Not only will this help you evaluate functionality, but it will also give you a sense of the product’s ease of use. If it has an overly complicated user interface or appears as though it will require a steep learning curve, it may not be the best fit.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n When you’ve made your final selection, don’t just pay the full asking price. There may be room for negotiation, and if not, there may be an extended free trial you can utilize before monthly or annual payments.<\/span><\/p>\n Furthermore, be careful of hidden pricing technicalities such as flat-rate vs per-user pricing, or paying for extra functionality you don’t need.<\/span><\/p>\n A vendor that is completely unwilling to negotiate, or provides shady pricing with a lot of hidden fees is likely not going to be a good long-term partner for your organization. Think strongly before proceeding as you may regret your decision down the road.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ header_4_text_color=”#202657″ header_4_font_size=”20px” header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Once you’ve made your purchase, it’s time to implement your new system. Depending on how deeply embedded your previous tool was, or how complicated the integration is, this process might get a bit complicated. Here are a few tips to help you ease the transition.<\/span><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px” custom_margin=”||0px|20px|false|false” custom_padding=”0px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n While many software companies have technical support for problems relating directly to their software, often issues around best practices and implementation optimization are out of their scope.\u00a0<\/span><\/p>\n We can help you roll out new software in a phased approach that makes the most sense for your business and results in as little downtime as possible while ensuring that everyone knows how to use the software according to best practices.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner _builder_version=”4.4.8″ custom_padding=”0px||0px||false|false”][et_pb_column_inner saved_specialty_column_type=”3_4″ _builder_version=”4.4.7″][et_pb_text _builder_version=”4.7.7″ header_6_text_color=”#202657″ header_6_font_size=”23px” custom_margin=”0px||5px||false|false” custom_padding=”20px||0px||false|false”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font_size=”16px”]<\/p>\n Manual business processes slow your business down, leading to bottlenecks, disjointed workflows, misplaced information, and human error. This decreases productivity, leads to higher expenses, reduces your control over the business, and can ultimately limit your long-term sustainability and scalability.<\/span><\/p>\n Wave helps businesses like yours to implement automation solutions and <\/span>content management systems (CMS)<\/span><\/a> that streamline your processes end-to-end, automate tedious, repetitive tasks, and can integrate with any ERP system of your choosing.\u00a0<\/span><\/p>\n While we work heavily with ECM systems like <\/span>OpenText<\/span><\/a>, <\/span>MFiles<\/span><\/a>, and <\/span>SharePoint<\/span><\/a>, we’re happy to work with whatever system you’re currently using.\u00a0<\/span><\/p>\nWhat is Business Process Automation: A Primer<\/h6>\n
The Benefits of Business Process Automation<\/h4>\n
Use Cases for Business Process Automation<\/h4>\n
Evaluation Factors for Business Process Automation Software<\/h6>\n
1. Define Your Business Needs<\/h4>\n
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2. Conducting Pre-Purchase Research<\/h4>\n
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3. Submit RFIs to Potential Vendors<\/b><\/h4>\n
4. Understanding Licensing Structures<\/b><\/h4>\n
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5. Deployment Models<\/b><\/h4>\n
6. Implementation Requirements<\/b><\/h4>\n
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7. Integration capabilities<\/b><\/h4>\n
8. Customer Support<\/b><\/h4>\n
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9. Security<\/b><\/h4>\n
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10. Ease-of-use<\/b><\/h4>\n
The Procurement Process<\/h6>\n
Step 1: Compare Your Options <\/b><\/h4>\n
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Step 2: Schedule Demos<\/b><\/h4>\n
Step 3: Making the Purchase<\/b><\/h4>\n
Step 4: Implementation<\/b><\/h4>\n
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Start Your Organization\u2019s Digital Transformation with Wave<\/h6>\n