Business process guide
Selecting Process Optimization Technology
Technology categories overlap heavily. Start with the problem and operating requirements before comparing product feature lists.
Practical note: process design depends on organization, data, controls, laws, contracts and technology. Treat examples and calculators as educational planning aids, then validate changes against your own requirements.
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Match capability to the process
A document-heavy approval process, high-volume API orchestration and desktop RPA use case need different platforms.
Evaluate operating requirements
Identity, audit, data residency, integration, monitoring, backup, scalability and administration can matter more than demo features.
Consider exit and portability
Understand how process definitions, data and integrations could be migrated if the platform changes.