Business Process Management Use Cases

Automation of Redundant Work
Proactive Customer Service
Cost Reduction Through Efficiency
Streamlined Customer Retention
Standardized & Monitored Compliance
Unified Sales & Marketing Processes
Consistent Customer Experience
Adaptability to Change

Build Operational Excellence with BPM

Business Process Management (BPM) software helps organizations provide a consistent customer experience by standardizing and automating internal processes. It saves your company money by ensuring all the internal processes are being followed. TAI's experts can help you select the best-fitting BPM solution for documenting and building your processes, identifying shortfalls, eliminating unnecessary costs, and removing repeated efforts that are affecting your business.

Tips for Evaluating Business Process Management Tools

Understand Compatibility

Is the BPM internalized in the product or does it have to be integrated?

Look for Low Code

A BPM with visual design capabilities and drag and drop features expands usability to citizen developers and allows for faster, simpler process building.

Cross-Product Workflow

Can your BPM process be triggered by external systems? Can it set activities and modify data across different software solutions?

Workflow Management

Constructing, simulating, and implementing workflows across departments and systems is crucial. The BPM should offer robust workflow management.

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM

You Know Your Business. We Know Your Software.

Purchasing software can be overwhelming. There are so many solutions on the market that it's hard to know which one will best serve your needs. Our job is to relieve you of the stress by recommending solutions based on your business goals, budget, and what will work with your existing applications. We've done the research so you don't have to. Check out some of our most recommended BPM solutions below. Then, let our team help you qualify and select the right BPM for your needs.

Business Process Management Tools


TrustSphere is a recognized leader in Relationship Analytics. By using Organizational Network Analysis, TrustSphere’s Relationship Analytics platform enables organizations to unlock the inherent value of their collective relationship networks and make real-time data-driven decisions across Sales, Human Capital Management and Risk & Compliance.


Creatio (formerly bpm'online) is a global provider of process-driven CRM for marketing, sales, and service. The core value of Creatio products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company employs 600+ experts and serves over 6,500 customers worldwide.


HubSpot is a powerful business software known mostly for its robust inbound marketing software; but it's so much more. HubSpot offers an entire suite of tools for SEO, content management, sales, customer services, analytics, and even CRM. Integrations with a variety of third party softwares make it highly dynamic and adaptable.


SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. The company places the individual at the center of its solution, coordinating the actions of customer-facing employees and empowering them with the right information at the right time to transform the customer experience.


SierraCRM's Process Manager Enterprise is a SugarCRM add-on module that automates daily tasks associated with servicing and supporting customers. Its functionality enhances the creation of workflows in SugarCRM and enables your employees to spend less time managing data and more time focused on what’s important.

Get Started with Business Process Management

Need help with business process management selection? Reach out to schedule a FREE consultation.