4 Key Ways to Ensure a Successful Business Process Management System Implementation

By Caitlin Perry

Implementing a business process management (BPM) system to run alongside your CRM or other key solutions can help take the edge off of increasingly complex processes and operations, allowing your global teams and departments to run at full capacity. But a solid BPM system is not a “set it and forget it” tool. It’s a living, breathing part of your organization, tailored and refined over time to meet your evolving needs – which means setting your BPM up correctly from the start is crucial to getting the most out of your investment.

Thinking about adding a BPM system to the mix? Here are our top four tips for ensuring a successful BPM implementation:


1 | Get Your Ducks in a Row

Like any technology solution, your BPM system will work best if your other core tools are running properly. Has it been a while since you scrubbed your customer and prospect records? Take some time to clean your CRM and marketing platform data. Still using spreadsheets to track critical information? Consolidate those rogue documents to make sure the details are migrated into your new solution appropriately. Doing a little bit of leg work pre-implementation will save time and money, especially with tip number three.


2 | Think Through Integrations

BPM systems are meant to weave themselves into many areas of your business in order to make processes, projects and tasks easy to track and hand off across teams. When different teams or departments are involved in the same process or project, there may be a disconnect in the tools each team uses to complete their pieces of the puzzle. A good BPM system will allow for flexible and robust integrations to connect those various systems and keep processes and projects running smoothly.

For example, if your marketing teams typically follow up with new customers post-sale regarding their order or invoice, integrating your BPM with your accounting team’s payment software will help provide the necessary checks and balances marketing needs to automatically send the right communications to each customer.


3 | Work with a Trusted Consulting Partner

BPM systems are intricate, customizable solutions that require deep attention to detail and serious expertise to implement properly. As such, it’s in your best interest to team up with a certified and trusted consulting partner to help you get up and running. The right consulting partner can help implement your new technology, execute key integrations, set up initial process flows and automations, refine outdated operations and – perhaps, most importantly – educate and manage change for your internal users, ensuring that your BPM system works exactly the way you need it to and your users are comfortable in their new solution on day one.


4 | Be Open to Process Enhancements

Implementing a BPM system is the perfect time to reflect on how your current operations or processes are running and performing. Whether you go through process optimization exercises internally pre-project or with your trusted consulting partner during discovery meetings, take the time to involve the proper stakeholders in conversations about what’s working and what isn’t. With your new solution, you might be able to fully automate a process that’s currently reliant upon multiple team members and manual follow up. Or you could vastly increase management’s visibility into critical project statuses. Whatever the scenario may be, remain open to updating and enhancing areas in need of improvement (and feel free to lean on your consulting partner to help you do so).


When implemented with care, BPM systems are powerful tools that can help keep your complex operations efficient and your teams productive. Want more information on BPM systems or need help identifying the right solution for your organization? Connect with the experts at Canpango today!

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