BUSINESS PROCESS AUTOMATION RFI TEMPLATE


Success in today’s financial services climate requires firms to adapt faster to increasing competition and address the constant push to do more with less. Modern business process management (BPM) and business process automation (BPA) solutions can help dramatically increase efficiency, especially with regards to integrating with legacy systems and tools.

However, to get the most out of a BPM or BPA solution, financial services organizations need to select platforms that are quick to deploy, agile once in service and show measurable value over time.

There are plenty of offerings on the market today, but, how do you compare them when they offer such varying capabilities?

We’ve created a resource to help you efficiently compare BPM and BPA solutions by identifying the most important considerations.

This complimentary template focuses on the eight key areas for business process automation success to help you evaluate the quality of the platforms you are considering – and to ensure that the system you choose is agile and flexible enough to meet your business needs, now and in the future.


  1. WORKFLOW TOOLS AND FEATURES
  2. FORMS
  3. INTEGRATION AND DATA SECURITY
  4. MOBILE
  5. USER AND RUN-TIME EXPERIENCE
  6. REPORTING, ANALYTICS AND MONITORING
  7. MAINTENANCE/SUPPORT/HELP DOCUMENTATION


Want to know how K2 can help you win with BPM? Contact us today.

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