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Any combination of methods used to manage a company's business processes is BPM. Processes can be structured and repeatable or unstructured and variable.\r\nAs an approach, BPM sees processes as important assets of an organization that must be understood, managed, and developed to announce and deliver value-added products and services to clients or customers. This approach closely resembles other total quality management or continuous improvement process methodologies. ISO 9000 promotes the process approach to managing an organization.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Successfully employing BPM usually involves the following:</span>\r\nOrganizing around outcomes not tasks to ensure the proper focus is maintained\r\nCorrecting and improving processes before (potentially) automating them; otherwise all you’ve done is make the mess run faster\r\nEstablishing processes and assigning ownership lest the work and improvements simply drift away – and they will, as human nature takes over and the momentum peters out\r\nStandardizing processes across the enterprise so they can be more readily understood and managed, errors reduced, and risks mitigated\r\nEnabling continuous change so the improvements can be extended and propagated over time\r\nImproving existing processes, rather than building radically new or “perfect” ones, because that can take so long as to erode or negate any gains achieved\r\n<span style=\"font-weight: bold; \">Business Process Management Software (BPMS)</span> is a process automation tool. It helps you map out your everyday processes to identify and eliminate bottlenecks, control your company’s costs, make your day-to-day processes as efficient as possible, and ensure the effectiveness of the people involved in your processes. A business process management solution to a company’s needs begins with the alignment of business goals with an eye toward creating value through process change initiatives. This alignment leads to a thorough understanding and design of representative processes typically following an industry standard framework \r\nA BPM based foundation provides for complete lifecycle management of business processes, integration across technologies, and imbeds efficiency among people, processes, and technologies.\r\nCommercial business process management tools tend to center on the automation of business processes, essentially moving them from manual pen-and-paper endeavors to effortless automated transactions. BPM software products track how business information is used and then maps the relevant business process and ensure that transactions are done accordingly. This effectively shows where data and process bottlenecks occur and highlights various deficiencies in business processes, including areas where resources are wasted, allowing managers streamline and optimize those processes.\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">There are three key types of BPMS:</span></p>\r\n<span style=\"font-weight: bold; \">Efficiency Monitors:</span>Monitors every system of the enterprise for inefficiency in the processes by following it from start to finish. BPM program accurately pinpoints weakness and bottlenecks where customers might get frustrated and discontinue transactions and processes.\r\n<span style=\"font-weight: bold; \">Workflow Software:</span> Uses detailed maps of an existing processes and tries to streamline them by optimizing certain steps. BPM workflow software cannot suggest improvements to the process, only optimize it, so this software is only as good as the process itself.\r\n<span style=\"font-weight: bold; \">Enterprise Application Integration Tools:</span> A mixture of efficiency monitors, process and workflow management, EAI software is used to integrate legacy systems into new systems. This software can be used to map points for integrating old and new systems, optimizing their information-gathering characteristics and increasing the efficiency of system communications.<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What Are the Types of Business Process Management Software?</h1>\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">three basic kinds</span> of BPM frameworks:</p>\r\n<span style=\"font-weight: bold; \">Horizontal frameworks.</span>They deal with design and development of business processes. They are generally focused on technology and reuse.\r\n<span style=\"font-weight: bold; \">Vertical BPM frameworks.</span>&nbsp; This focuses on specific sets of coordinated tasks, using pre-built templates which can be easily deployed and configured.\r\n<span style=\"font-weight: bold; \">Full-service BPM suites.</span>&nbsp; They have five basic components: Process discovery and project scoping; Process modeling and design; Business rules engine; Workflow engine; Simulation and testing.\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">two types of BPM software</span> as it pertains to deployment:<span style=\"font-weight: bold; \"></span></p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">On-premise</span> business process management (BPM). This has been the norm for most enterprises.</p>\r\n<span style=\"font-weight: bold; \">Software as a Service (SaaS).</span> Advances in cloud computing have led to an increased interest in various “software-on-demand” offerings.\r\n<h1 class=\"align-center\">What are BPM Tools?</h1>\r\n<span style=\"font-weight: bold; \">Business Process Management (BPM) tools</span> are used for automating, measuring and optimizing business processes. BPM automation tools use workflow and collaboration to provide meaningful metrics to business leaders.\r\n<span style=\"font-weight: bold; \">Misconceptions about BPM Tools.</span> There’s a common misconception that BPM tools do not easily demonstrate their benefit to the organization. While the benefit from using BPM tools can be hard to quantify, it can be expressed more effectively in terms of business value.\r\n<span style=\"font-weight: bold; \">Process Management Tools.</span> Tools that allow process managers (those that are responsible for organizing the process or activity) to secure the resources needed to execute it, and measure the results of the activity, providing rewards or corrective feedback when necessary. Process manager tools also allows process managers to change and improve the process whenever possible.\r\n<span style=\"font-weight: bold;\">Process Modeling Tools.</span> Software tools that let managers or analysts create business process diagrams. Simple tools only support diagramming. Professional Process Modeling Tools store each model element in a database so that they can be reused on other diagrams or updated. Many business process improvement software supports simulation or code generation.<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/BPM_-_Business_Process_Management.png","alias":"bpm-business-process-management"},"71":{"id":71,"title":"CRM - Customer Relationship Management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png","alias":"crm-customer-relationship-management"},"217":{"id":217,"title":"Business-to-Business Middleware","description":" Middleware is a very broad term that can be defined as a translation layer between different applications and encompasses a number of different technologies, such as message-oriented middleware and database middleware. B2B middleware though has a narrower definition and is concerned first and foremost with routing data from a firm’s business applications to the applications of business partners such as customer, suppliers or banks.\r\nData must be extracted from the source system, which might be an ERP system or securities trading platform or an HR system whether it is an installed system or, as is increasingly the case, a cloud-based system. Data can be extracted using an API or specialized middleware supplied by the enterprise application.\r\nOnce the data has been extracted, it must be correctly formatted so that it can be shared by a completely different system. Typical standard formats are EDI or XML. However, each of these formats has specific variants specific to particular vertical industries. When the data has been formatted, it must then be transmitted to the business partner and, once again, there are a number of different network protocols such as HTTP-baaed AS1 and AS2, or FTP to support B2B integration.","materialsDescription":" <span style=\"font-weight: bold; \">What is Middleware?</span>\r\nMiddleware is the software that connects network-based requests generated by a client to the back-end data the client is requesting. It is a general term for software that serves to &quot;glue together&quot; separate, often complex and already existing programs.\r\nMiddleware programs come in on-premises software and cloud services, and they can be used independently or together, depending upon the use case. While cloud providers bundle middleware into cloud services suites, such as middleware as a service (MWaaS) or integration PaaS (iPaaS), industry researchers note that many businesses still choose independent middleware products that fit their specific needs.\r\n<span style=\"font-weight: bold; \">How middleware works</span>\r\nAll network-based requests are essentially attempts to interact with back-end data. That data might be something as simple as an image to display or a video to play, or it could be as complex as a history of banking transactions.\r\nThe requested data can take on many different forms&nbsp; and may be stored in a variety of ways, such as coming from a file server, fetched from a message queue or persisted in a database. The role of middleware is to enable and ease access to those back-end resources.\r\n<span style=\"font-weight: bold;\">Middleware categories</span>\r\nIn general, IT industry analysts -- such as Gartner Inc. and Forrester Research -- put middleware into two categories: enterprise integration middleware and platform middleware.\r\n<ul><li>Enterprise application integration middleware enables programmers to create business applications without having to custom-craft integrations for each new application. Here, middleware helps software and services components work together, providing a layer of functionality for data consistency and multi-enterprise or B2B integration. Typically, integration middleware provides messaging services, so different applications can communicate using messaging frameworks like Simple Object Access Protocol (SOAP), web services, Representational State Transfer (REST) or JavaScript Object Notation (JSON). Other middleware technologies used in this category include Object Request Brokers (ORBs), data representation technologies like XML and JavaScript Object Notation (JSON), and more.</li></ul>\r\nBusinesses can purchase individual middleware products or on-premises or cloud-based application integration suites.\r\n<ul><li>Platform middleware supports software development and delivery by providing a runtime hosting environment, such as a container, for application program logic. Its primary components are in-memory and enterprise application servers, as well as web servers and content management. Middleware includes web servers, application servers, content management systems and similar tools that support application development and delivery. Generally, embedded or external communications middleware allows different communications tools to work together. These communications tools enable application and service interaction. Resource management services, such as Microsoft Azure Resource Manager, host application program logic at runtime, another key function in platform middleware. Other components include Trusted Platform Modules (TPMs) and in-memory data grids (IMDGs).</li></ul>\r\nPlatform middleware products are also available as specific on-premises or cloud service tools, as well&nbsp; as multitool suites. On a cloud suite site, middleware as a service offers an integrated set of platform tools and the runtime environment.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Business-to-Business_Middleware.png","alias":"business-to-business-middleware"},"221":{"id":221,"title":"Process Automation Middleware","description":" At the current level of development, process automation is one of the approaches to process management based on the use of information technology. This approach allows the management of operations, data, information and resources through the use of computers and software that reduce the degree of human participation in the process, or completely eliminate it.\r\nThe main goal of automation is to improve the quality of the process. An automated process has more stable characteristics than a manual process. In many cases, process automation can increase productivity, reduce process execution time, reduce cost, increase accuracy and stability of operations.\r\nTo date, process automation has covered many industries and areas of activity: from manufacturing processes to shopping in stores. Regardless of the size and scope of the organization, almost every company has automated processes. The process approach provides for all processes the same principles of automation.\r\nDespite the fact that process automation can be performed at various levels, the principles of automation for all levels and all types of processes will remain the same. These are general principles that set the conditions for the efficient execution of processes in automatic mode and establish rules for automatic process control.\r\nThe basic principles of process automation are: the principle of consistency, the principle of integration, the principle of independence of execution. These general principles are detailed depending on the level of automation under consideration and specific processes. For example, automation of production processes includes principles such as the principle of specialization, the principle of proportionality, the principle of continuity, etc.","materialsDescription":" <span style=\"font-weight: bold; \">What are the levels of process automation?</span>\r\nProcess automation is needed to support management at all levels of the company hierarchy. In this regard, the levels of automation are determined depending on the level of control at which the automation of processes is performed.\r\nManagement levels are usually divided into operational, tactical and strategic.\r\nIn accordance with these levels, automation levels are also distinguished:\r\n<ul><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Lower level of automation or level of performers.</span></span> At this level, automation of regularly running processes is carried out. Automation of processes is aimed at performing operational tasks (for example, executing a production process), maintaining established parameters (for example, autopilot operation), and maintaining certain operating modes (for example, temperature conditions in a gas boiler).</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Production management level or tactical level.</span></span> Automation of processes of this level ensures the distribution of tasks between various processes of the lower level. Examples of such processes are production management processes (production planning, service planning), processes of managing resources, documents, etc.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Enterprise management level or strategic level.</span></span> Automation of the processes of the enterprise management level provides the solution of analytical and forecast tasks. This level of automation is necessary to support the work of top management of the organization. It is aimed at financial, economic and strategic management.</li></ul>\r\nAutomation of processes at each of these levels is provided through the use of various automation systems (CRM systems, ERP systems, OLAP systems, etc.). All automation systems can be divided into three basic types.\r\nTypes of automation systems include:\r\n<ul><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">immutable systems.</span></span> These are systems in which the sequence of actions is determined by the configuration of the equipment or process conditions and cannot be changed during the process.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">programmable systems.</span></span> These are systems in which the sequence of actions may vary depending on a given program and process configuration. The selection of the necessary sequence of actions is carried out through a set of instructions that can be read and interpreted by the system.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">flexible (self-adjusting) systems.</span></span> These are systems that are able to carry out the selection of necessary actions in the process of work. Changing the configuration of the process (sequence and conditions of operations) is based on information about the process.</li></ul>\r\nThese types of systems can be applied at all levels of process automation individually or as part of a combined system.\r\n<span style=\"font-weight: bold; \">What are the types of automated processes?</span>\r\nIn each sector of the economy, there are enterprises and organizations that produce products or provide services. All these enterprises can be divided into three groups, depending on their “remoteness” in the natural resource processing chain.\r\nThe first group of enterprises is enterprises that extract or produce natural resources. Such enterprises include, for example, agricultural producers, oil and gas companies.\r\nThe second group of enterprises is enterprises that process natural raw materials. They make products from raw materials mined or produced by enterprises of the first group. Such enterprises include, for example, automobile industry enterprises, steel enterprises, electronic industry enterprises, power plants, etc.\r\nThe third group is service enterprises. Such organizations include, for example, banks, educational institutions, medical institutions, restaurants, etc.\r\nFor all enterprises, we can distinguish common groups of processes associated with the production of products or the provision of services.\r\nThese processes include:\r\n<ul><li>business processes;</li><li>design and development processes;</li><li>production processes;</li><li>control and analysis processes.</li></ul>\r\n<span style=\"font-weight: bold;\">What are the benefits of process automation?</span>\r\nProcess automation can significantly improve the quality of management and product quality. With the implementation of the QMS, automation gives a significant effect and enables the organization to significantly improve its work. However, before deciding on process automation, it is necessary to evaluate the benefits of running processes in an automatic mode.\r\nTypically, process automation provides the following benefits:\r\n<ul><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">the speed of completing repetitive tasks increases.</span></span> Due to the automatic mode, the same tasks can be completed faster because automated systems are more accurate in operations and are not prone to a decrease in performance from the time of work.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">quality of work increases.</span></span> The exclusion of the human factor significantly reduces variations in the execution of the process, which leads to a decrease in the number of errors and, accordingly, increases the stability and quality of the process.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">increases control accuracy.</span></span> Due to the use of information technology in automated systems, it becomes possible to save and take into account a greater amount of process data than with manual control.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">parallel tasks.</span></span> Automated systems allow you to perform several actions at the same time without loss of quality and accuracy. This speeds up the process and improves the quality of the results.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">quick decision making in typical situations.</span></span> In automated systems, decisions related to typical situations are made much faster than with manual control. This improves the performance of the process and avoids inconsistencies in subsequent stages.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Process_Automation_Middleware.png","alias":"process-automation-middleware"},"337":{"id":337,"title":"Sales","description":" Sales are activities related to selling or the number of goods or services sold in a given targeted time period.\r\nThe seller, or the provider of the goods or services, completes a sale in response to an acquisition, appropriation, requisition, or a direct interaction with the buyer at the point of sale. There is a passing of title (property or ownership) of the item, and the settlement of a price, in which agreement is reached on a price for which transfer of ownership of the item will occur. The seller, not the purchaser, typically executes the sale and it may be completed prior to the obligation of payment. In the case of indirect interaction, a person who sells goods or service on behalf of the owner is known as a salesman or saleswoman or salesperson, but this often refers to someone selling goods in a store/shop, in which case other terms are also common, including salesclerk, shop assistant, and retail clerk.\r\nIn common law countries, sales are governed generally by the common law and commercial codes. In the United States, the laws governing sales of goods are somewhat uniform to the extent that most jurisdictions have adopted Article 2 of the Uniform Commercial Code, albeit with some non-uniform variations.\r\nA person or organization expressing an interest in acquiring the offered item of value is referred to as a potential buyer, prospective customer, or prospect. Buying and selling are understood to be two sides of the same &quot;coin&quot; or transaction. Both seller and buyer engage in a process of negotiation to consummate the exchange of values. The exchange, or selling, process has implied rules and identifiable stages. It is implied that the selling process will proceed fairly and ethically so that the parties end up nearly equally rewarded. The stages of selling, and buying, involve getting acquainted, assessing each party's need for the other's item of value, and determining if the values to be exchanged are equivalent or nearly so, or, in buyer's terms, &quot;worth the price&quot;. Sometimes, sellers have to use their own experiences when selling products with appropriate discounts.\r\nAlthough the skills required are different, from a management viewpoint, sales is a part of marketing. Sales often form a separate grouping in a corporate structure, employing separate specialist operatives known as salespersons (singular: salesperson). Selling is considered by many to be a sort of persuading &quot;art&quot;. Contrary to popular belief, the methodological approach of selling refers to a systematic process of repetitive and measurable milestones, by which a salesman relates his or her offering of a product or service in return enabling the buyer to achieve their goal in an economic way.","materialsDescription":" <span style=\"font-weight: bold;\">What's the Difference Between Sales and Marketing?</span>\r\nSales and Marketing: two terms we often hear together when working with mid-size companies. In some ways, this is logical because the two need to work together. But in fact, Sales and Marketing are two very different functions and require very different skills.\r\nBusiness leaders know what Operations are; they make stuff. They know what Accounting is; they record and control the money. And they know what Sales do; they sell stuff. So if you are not making stuff, selling stuff, or recording the money—what is marketing and why do you need it?\r\nWhat's the difference between Sales and Marketing? To answer this question, let's define what Sales and Marketing are separately and how they support one another.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">What is Marketing? Aligning with Customers, Now and for the Future</span></span>\r\nA key job of Marketing is to understand the marketplace from the perspective of the customer looking back towards the company and helping lead the company where it should be in the future. Marketing’s job is to direct the organization toward the segments, or groups of customers and channels where the company can profitably compete. It should help the organization see how it needs to modify its product offerings, pricing, and communication so that it meets the needs of the distribution channel or end customers.\r\nMarketing also needs to convert the market understanding into tools and tactics to attract the market, build (often digital) relationships, and develop leads. Without Sales, Marketing efforts run short. Marketing directs Sales as to where they should be hunting and what ammo to use. Note, however, that if Marketing becomes a sales support function focused only on the now, the future can become lost.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Without Marketing, Sales Suffers</span></span>\r\nNot even the best hunter can bring home dinner if they are shooting blanks at decoys. Markets are constantly changing. The job of marketing is to stay ahead of the changes and help the hunters see where they should be hunting and provide them with the right ammunition. If Marketing is only focused on delivering the ammunition for today, nobody will see where the industry is moving or where the company needs to hunt next. This limits growth not only for Sales and Marketing but also for your entire organization.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Can You be Both Sales and Marketing?</span></span>\r\nIn all my years, working for companies that ranged from Fortune 100 to mid-size companies I have never met anyone who was really good at both sales and marketing. I have held the title of VP of Sales and Marketing, managing a 500 person sales and merchandising force. I was really a marketing person with sales authority. The skills required to focus on the now and the push of sales are different. In many ways, they are contrary to the skills of looking to the future and the customer perspective of marketing.\r\nEvery Sales organization feels they have a good understanding of their customers. But every Sales conversation with a customer has a sales transaction lurking in the background. Therefore, customers can never be completely open about their needs and want when talking to a sales person.\r\nFor a company to really grow, someone must have the job of looking out the window towards where the company needs to go in the future. For many companies, this is the job of the CEO and Sales hires someone to do some sales support and gives them a marketing title. But as companies grow, the job of CEO starts to become a full-time job in itself and the strategic role of Marketing gets short-changed. A study of mid-size companies by the University of Texas showed that companies that separated the roles of Marketing and Sales were much more likely to grow faster than the industry average.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Sales and Marketing: Today and the Future</span></span>\r\nSales need to be focused on the now. You can’t run a company unless your sales team is focused on bringing in today’s business. But you can’t really ask your Sales leaders where the company should go next and to develop the 18-month plan to get there without losing focus on today’s revenue. Besides, if your sales executive was really good at developing future-focused business strategies and tying that strategy to the plans and tools of marketing to make it happen, they would be a marketing person and not a now-focused sales person.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Sales.png","alias":"sales"},"339":{"id":339,"title":"Marketing","description":" Marketing is the study and management of exchange relationships. It is the business process of creating relationships with and satisfying customers. Because marketing is used to attract customers, it is one of the primary components of business management and commerce. Marketers can direct product to other businesses (B2B marketing) or directly to consumers (B2C marketing).\r\nRegardless of who is being marketed to, several factors, including the perspective the marketers will use. These market orientations determine how marketers will approach the planning stage of marketing. This leads into the marketing mix, which outlines the specifics of the product and how it will be sold. This can in turn, be affected by the environment surrounding the product, the results of marketing research and market research, and the characteristics of the product's target market.\r\nOnce these factors are determined, marketers must then decide what methods will be used to market the product. This decision is based on the factors analyzed in the planning stage as well as where the product is in the product life cycle.\r\nMarketing is defined by the American Marketing Association as &quot;the activity, set of institutions, and processes for creating, communicating, delivering, and exchanging offerings that have value for customers, clients, partners, and society at large&quot;. The term developed from the original meaning which referred literally to going to market with goods for sale. From a sales process engineering perspective, marketing is &quot;a set of processes that are interconnected and interdependent with other functions of a business aimed at achieving customer interest and satisfaction&quot;.\r\nPhilip Kotler defined marketing as &quot;Satisfying needs and wants through an exchange process&quot;, and a decade later defines it as “a social and managerial process by which individuals and groups obtain what they want and need through creating, offering and exchanging products of value with others.”\r\nThe Chartered Institute of Marketing defines marketing as &quot;the management process responsible for identifying, anticipating and satisfying customer requirements profitably&quot;. A similar concept is the value-based marketing which states the role of marketing to contribute to increasing shareholder value. In this context, marketing can be defined as &quot;the management process that seeks to maximise returns to shareholders by developing relationships with valued customers and creating a competitive advantage&quot;.\r\nIn the past, marketing practice tended to be seen as a creative industry, which included advertising, distribution and selling. However, because the academic study of marketing makes extensive use of social sciences, psychology, sociology, mathematics, economics, anthropology and neuroscience, the profession is now widely recognized as a science, allowing numerous universities to offer Master-of-Science (MSc) programs.\r\nThe process of marketing is that of bringing a product to market, which includes these steps: broad market research; market targeting and market segmentation; determining distribution, pricing and promotion strategies; developing a communications strategy; budgeting; and visioning long-term market development goals. Many parts of the marketing process (e.g. product design, art director, brand management, advertising, inbound marketing, copywriting etc.) involve use of the creative arts.","materialsDescription":"<span style=\"font-weight: bold; \">What the differences between B2B and B2C Marketing?</span>\r\nThe different goals of B2B and B2C marketing lead to differences in the B2B and B2C markets. The main differences in these markets are demand, purchasing volume, amount of customers, customer concentration, distribution, buying nature, buying influences, negotiations, reciprocity, leasing and promotional methods.\r\n<span style=\"font-style: italic; \">Demand:</span> B2B demand is derived because businesses buy products based on how much demand there is for the final consumer product. Businesses buy products based on customer's wants and needs. B2C demand is primarily because customers buy products based on their own wants and needs.\r\n<span style=\"font-style: italic; \">Purchasing Volume:</span> Businesses buy products in large volumes to distribute to consumers. Consumers buy products in smaller volumes suitable for personal use.\r\n<span style=\"font-style: italic; \">Amount of Customers:</span> There are relatively fewer businesses to market to than direct consumers.\r\n<span style=\"font-style: italic; \">Customer Concentration:</span> Businesses that specialize in a particular market tend to be geographically concentrated while customers that buy products from these businesses are not concentrated.\r\n<span style=\"font-style: italic; \">Distribution:</span> B2B products pass directly from the producer of the product to the business while B2C products must additionally go through a wholesaler or retailer.\r\n<span style=\"font-style: italic; \">Buying Nature:</span> B2B purchasing is a formal process done by professional buyers and sellers while B2C purchasing is informal.\r\n<span style=\"font-style: italic; \">Buying Influences:</span> B2B purchasing is influenced by multiple people in various departments such as quality control, accounting, and logistics while B2C marketing is only influenced by the person making the purchase and possibly a few others.\r\n<span style=\"font-style: italic; \">Negotiations:</span> In B2B marketing, negotiating for lower prices or added benefits is commonly accepted while in B2C marketing (particularly in Western cultures) prices are fixed.\r\n<span style=\"font-style: italic; \">Reciprocity:</span> Businesses tend to buy from businesses they sell to. For example, a business that sells printer ink is more likely to buy office chairs from a supplier that buys the business's printer ink. In B2C marketing, this does not occur because consumers are not also selling products.\r\n<span style=\"font-style: italic; \">Leasing:</span> Businesses tend to lease expensive items while consumers tend to save up to buy expensive items.\r\n<span style=\"font-style: italic; \">Promotional Methods:</span> In B2B marketing, the most common promotional method is personal selling. B2C marketing mostly uses sales promotion, public relations, advertising, and social media.\r\n<span style=\"font-weight: bold; \">What are marketing orientations?</span>\r\nA marketing orientation has been defined as a &quot;philosophy of business management.&quot; or &quot;a corporate state of mind&quot; or as an &quot;organization[al] culture&quot;. Although scholars continue to debate the precise nature of specific orientations that inform marketing practice, the most commonly cited orientations are as follows:\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Product</span></span>\r\nA firm employing a product orientation is mainly concerned with the quality of its product. A product orientation is based on the assumption that all things being equal, consumers will purchase products of superior quality. The approach is most effective when the firm has deep insights into customer needs and desires as derived from research and/or intuition and understands consumer's quality expectations and price consumers are willing to pay. Although the product orientation has largely been supplanted by the marketing orientation, firms practicing a product orientation can still be found in haute couture and arts marketing.\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Sales</span></span>\r\nA sales orientation focuses on the selling/promotion of the firm's existing products, rather than developing new products to satisfy unmet needs or wants. This orientation seeks to attain the highest possible sales through promotion and direct sales techniques. The sales orientation &quot;is typically practiced with unsought goods.&quot; One study found that industrial companies are more likely to hold a sales orientation than consumer goods companies. The approach may also suit scenarios in which a firm holds dead stock, or otherwise sells a product that is in high demand, with little likelihood of changes in consumer tastes diminishing demand.\r\nA 2011 meta-analyses found that the factors with the greatest impact on sales performance are a salesperson's sales-related knowledge (knowledge of market segments, sales presentation skills, conflict resolution, and products), degree of adaptiveness (changing behavior based on the aforementioned knowledge), role clarity (salesperson's role is to expressly to sell), cognitive aptitude (intelligence) and work engagement (motivation and interest in a sales role).\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Production</span></span>\r\nA firm focusing on a production orientation specializes in producing as much as possible of a given product or service in order to achieve economies of scale or economies of scope. A production orientation may be deployed when a high demand for a product or service exists, coupled with certainty that consumer tastes and preferences remain relatively constant (similar to the sales orientation). The so-called production era is thought to have dominated marketing practice from the 1860s to the 1930s, but other theorists argue that evidence of the production orientation can still be found in some companies or industries. Specifically, Kotler and Armstrong note that the production philosophy is &quot;one of the oldest philosophies that guides sellers... [and] is still useful in some situations.&quot;\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Marketing</span></span>\r\nThe marketing orientation is the most common orientation used in contemporary marketing. It is a customer-centric approach that involves a firm basing its marketing program around products that suit new consumer tastes. Firms adopting a marketing orientation typically engage in extensive market research to gauge consumer desires, use R&amp;D (Research &amp; Development) to develop a product attuned to the revealed information, and then utilize promotion techniques to ensure consumers are aware of the product's existence and the benefits it can deliver. Scales designed to measure a firm's overall market orientation have been developed and found to be robust in a variety of contexts.\r\nThe marketing orientation has three prime facets, which are:\r\n<span style=\"font-style: italic; \">Customer orientation:</span> A firm in the market economy can survive by producing goods that people are willing and able to buy. Consequently, ascertaining consumer demand is vital for a firm's future viability and even existence as a going concern.\r\n<span style=\"font-style: italic; \">Organizational orientation:</span> The marketing department is of prime importance within the functional level of an organization. Information from the marketing department is used to guide the actions of a company's other departments.\r\nAs an example, a marketing department could ascertain (via marketing research) that consumers desired a new type of product or a new usage for an existing product. With this in mind, the marketing department would inform the R&amp;D department to create a prototype of a product/service based on consumers' new desires.\r\nThe production department would then start to manufacture the product, while the marketing department would focus on the promotion, distribution, pricing, etc. of the product. Additionally, a firm's finance department would be consulted, with respect to securing appropriate funding for the development, production, and promotion of the product. Finance may oppose the required capital expenditure since it could undermine a healthy cash flow for the organization.\r\n<span style=\"font-style: italic;\">Mutually beneficial exchange:</span> In a transaction in the market economy, a firm gains revenue, which thus leads to more profits, market shares, and/or sales. A consumer, on the other hand, gains the satisfaction of a need/want, utility, reliability and value for money from the purchase of a product or service.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Societal marketing</span></span>\r\nA number of scholars and practitioners have argued that marketers have a greater social responsibility than simply satisfying customers and providing them with superior value. Marketing organizations that have embraced the societal marketing concept typically identify key stakeholder groups such as employees, customers, and local communities. Companies that adopt a societal marketing perspective typically practice triple bottom line reporting whereby they publish social impact and environmental impact reports alongside financial performance reports. Sustainable marketing or green marketing is an extension of societal marketing.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Marketing.png","alias":"marketing"},"341":{"id":341,"title":"Customer Service","description":" Customer service is the process of ensuring customer satisfaction with a product or service. Often, customer service takes place while performing a transaction for the customer, such as making a sale or returning an item. Customer service can take the form of in-person interaction, a phone call, self-service systems, or by other means.\r\nCustomer service is an important part of maintaining ongoing client relationships, which is key to continuing revenue. For this reason, many companies have worked hard to increase their customer satisfaction levels.\r\nMost successful businesses recognize the importance of providing outstanding customer service. Courteous and empathetic interaction with a trained customer service representative can mean the difference between losing or retaining a customer.\r\nWhen problems arise, customers should receive timely attention to the issue. Prompt attention to emails and phone calls is critical to maintaining good relations. Requiring customers to stand in long lines or sit on hold can sour an interaction before it begins.\r\nIdeally, customer service should be a one-stop endeavor for the consumer. For example, if a customer calls a helpline regarding a problem with a product, the customer service representative should follow through with the customer until the issue is fully resolved.\r\nThis may entail scheduling appointments with in-person repair personnel if the problem cannot be resolved on the phone, or transferring a call to skilled technicians in another department. Proactively following up with the customer to ensure that he or she is fully satisfied is another smart move.","materialsDescription":" What are customer service standards?\r\nCustomer service standards are an internal corporate set of rules governing the company's customer service activities, an algorithm for communicating with customers, and general standards for responding to unusual situations. The standard of customer service is an integral part of the corporate standard of the company.\r\nFunctions of customer service standards:\r\n<ol><li>To order. The client does not encounter problems, does not see them, which means that he is confident that all the staff without exception are professionals who know their business.</li><li>To control. It is difficult to assess and monitor the work of each manager if there are no clear criteria for evaluation. At the same time, the implementation of the sales plan cannot be the only parameter of the assessment; you need to know whether the manager of customer service standards adopted in this company adheres.</li><li>To adapt. Among other things, the availability of customer service standards simplifies the procedure.</li></ol>\r\nCustomer service standards are effective if the customer does not see the difference between the work of two (or more) managers, and sees only “proprietary” service, always the same, regardless of any external factors or circumstances. The customer service standard, which has been tested in practice, backed up by experience (perhaps even someone else's), created on the basis of analytical studies and recognized methods, can be called &quot;gold&quot;. It allows you to increase profits, improve the image of the company, attract new customers.\r\nCustomer service standards are an important part of the company's brand. But, in addition, the standards are necessary and other units, in particular, the department to work with staff. Therefore, their development must take into account the needs of all interested services of the company.\r\n<span style=\"font-weight: bold; \">What is the purpose of introducing customer service standards in the company?</span>\r\nThe objectives of implementing the standards are as follows:\r\n<ul><li>For employees with experience: minimize the number of erroneous and unnecessary actions. The result of this will be saving time of each employee (no errors - no need to spend time correcting them). And, as a result, increased productivity.</li><li>For novice employees: customer service standards allow you to transfer the necessary knowledge in the most concise manner and in a short time.</li><li>For the company: the abolition of dependence on the old-timers. Not all employees who have worked in the company for many years (or even since the day of foundation) are able to resist the so-called star disease. Having knowledge and experience, a person loses the ability to objectively evaluate his work, he begins to think that he is the best manager in the company. It can end very badly - in the event of dismissal, such an employee will take the base, and turn clients against the company. Standards for customer service are needed to ensure that all employees can be assessed on a single scale, based on the actual benefits they bring to the company, as well as the attitude of the employee to the company.</li><li>For the company: the uniformity of control activities of managers. Standards are unequivocal, exclude double interpretations, and therefore cannot cause controversy about the rightness of an employee or employer.</li><li>For managers: the standards of uniform customer service are the same for all managers, and this makes it possible to make the pay of each manager absolutely transparent and intelligible. Realizing that there will be no double interpretations, the manager may not be afraid that he will be paid less than expected - all his mistakes and achievements are immediately visible and understandable.</li></ul>\r\n<span style=\"font-weight: bold; \">The application of service standards allows you:</span>\r\n<ul><li>to develop a company style in dealing with clients;</li><li>to increase the effectiveness of the work of managers with new customers;</li><li>to bring the quality of communication with customers to a higher level;</li><li>to create a positive opinion of the company about the company, so that it can be recommended to its acquaintances, thus increasing the number of potential and then real customers;</li><li>to minimize conflicts between the manager and the customer;</li><li>to develop a technology for training newcomers;</li><li>to transfer the assessment of the work of the manager from the subjective to the objective, transparent and understandable to everyone;</li><li>to establish a procedure for controlling the work of personnel;</li><li>to increase the motivation of managers to work.</li></ul>\r\n<span style=\"font-weight: bold;\">Benefits of applying service standards</span>\r\n<ul><li>The accumulation of experience: the entire base focuses on the company, and not on the hands of managers, &quot;old-timers.&quot; Thus, the departure of one or several “old” employees does not become a “natural disaster” for the company.</li><li>Motivation, analysis and control: customer service standards make it possible to develop a transparent scheme of managers' motivation based on a clear, almost mathematical analysis of their work. The sales process is optimized.</li><li>Setting goals. With the help of standards, the company has the ability to set clear, reasonable plans. This allows you to keep the atmosphere in the team friendly and stable, and the lack of &quot;muffled&quot; tasks - to increase the loyalty of managers to the company.</li><li>Standards of customer service is a fairly mobile system that allows you to immediately detect errors in working with clients and quickly eliminate them. In addition, at any stage of working with a client, the head of the sales department can intervene in the process, noticing an error in the work of the manager, and even be proactive in order to prevent an error to which the manager is heading.</li><li>Quick and easy start for beginners. Customer service standards are actually a knowledge base, collected, analyzed, and streamlined. Such information is easily transmitted and assimilated by beginners, which means that the beginner quickly gets to work and starts to make a profit. In addition, a newbie will not spoil relations with a client by awkward actions, since he already knows what to do in any conflict and problem situations.</li><li>Customer confidence. Customer service standards allow the latter to feel confident in the company - no matter where the customer is, he will always easily recognize “his” company by brand features and can be absolutely sure that in a small town they will be served as qualitatively as in a million-plus city, because that the company is well aware of their work. So, such a company can be trusted.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Customer_Service.png","alias":"customer-service"}},"branches":"Information Technology","companySizes":"501 to 1000 Employees","companyUrl":"https://www.creatio.com/","countryCodes":["AUT","AUS","BEL","CAN","CHE","DEU","FRA","GBR","NLD","UKR","USA","JEY","GGY","IMN"],"certifications":[],"isSeller":true,"isSupplier":false,"isVendor":true,"presenterCodeLng":"","seo":{"title":"Creatio","keywords":"","description":"Creatio is a global vendor of one platform to automate workflows and CRM with no-code and a maximum of freedom. Millions of workflows daily by thousands of clients in 100 countries are launched on our platform. Real care for our clients and partners is a defin","og:title":"Creatio","og:description":"Creatio is a global vendor of one platform to automate workflows and CRM with no-code and a maximum of freedom. Millions of workflows daily by thousands of clients in 100 countries are launched on our platform. Real care for our clients and partners is a defin","og:image":"https://old.roi4cio.com/uploads/roi/company/Creatio_logo.png"},"eventUrl":"","vendorPartners":[],"supplierPartners":[],"vendoredProducts":[{"id":6880,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Creatio_logo.png","logo":true,"scheme":false,"title":"Studio Creatio","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"studio-creatio","companyTitle":"Creatio","companyTypes":["vendor"],"companyId":9842,"companyAlias":"creatio","description":"<span style=\"font-weight: bold;\">Studio Creatio</span> is a no-code platform designed to automate workflows and build apps with maximum freedom. It combines a range of no-code tools that allow users to build powerful business applications in hours and minutes instead of weeks. With powerful visual design and drag-and-drop tools, users without deep technical skills can easily create and implement business applications, automated workflows, machine learning and AI models for data-driven decision-making, business rules, etc.","shortDescription":"No-code platform to automate workflows and build applications with a maximum degree of freedom","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Studio Creatio","keywords":"","description":"<span style=\"font-weight: bold;\">Studio Creatio</span> is a no-code platform designed to automate workflows and build apps with maximum freedom. 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It combines a range of no-code tools that allow users to build powerful business applications in hours and minutes ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Creatio_logo.png"},"eventUrl":"","translationId":6880,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":66,"title":"BPM - Business Process Management","alias":"bpm-business-process-management","description":"<span style=\"font-weight: bold; \">Business process management (BPM)</span> is a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes. BPM focuses on improving corporate performance by managing business processes. Any combination of methods used to manage a company's business processes is BPM. Processes can be structured and repeatable or unstructured and variable.\r\nAs an approach, BPM sees processes as important assets of an organization that must be understood, managed, and developed to announce and deliver value-added products and services to clients or customers. This approach closely resembles other total quality management or continuous improvement process methodologies. ISO 9000 promotes the process approach to managing an organization.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Successfully employing BPM usually involves the following:</span>\r\nOrganizing around outcomes not tasks to ensure the proper focus is maintained\r\nCorrecting and improving processes before (potentially) automating them; otherwise all you’ve done is make the mess run faster\r\nEstablishing processes and assigning ownership lest the work and improvements simply drift away – and they will, as human nature takes over and the momentum peters out\r\nStandardizing processes across the enterprise so they can be more readily understood and managed, errors reduced, and risks mitigated\r\nEnabling continuous change so the improvements can be extended and propagated over time\r\nImproving existing processes, rather than building radically new or “perfect” ones, because that can take so long as to erode or negate any gains achieved\r\n<span style=\"font-weight: bold; \">Business Process Management Software (BPMS)</span> is a process automation tool. It helps you map out your everyday processes to identify and eliminate bottlenecks, control your company’s costs, make your day-to-day processes as efficient as possible, and ensure the effectiveness of the people involved in your processes. A business process management solution to a company’s needs begins with the alignment of business goals with an eye toward creating value through process change initiatives. This alignment leads to a thorough understanding and design of representative processes typically following an industry standard framework \r\nA BPM based foundation provides for complete lifecycle management of business processes, integration across technologies, and imbeds efficiency among people, processes, and technologies.\r\nCommercial business process management tools tend to center on the automation of business processes, essentially moving them from manual pen-and-paper endeavors to effortless automated transactions. BPM software products track how business information is used and then maps the relevant business process and ensure that transactions are done accordingly. This effectively shows where data and process bottlenecks occur and highlights various deficiencies in business processes, including areas where resources are wasted, allowing managers streamline and optimize those processes.\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">There are three key types of BPMS:</span></p>\r\n<span style=\"font-weight: bold; \">Efficiency Monitors:</span>Monitors every system of the enterprise for inefficiency in the processes by following it from start to finish. BPM program accurately pinpoints weakness and bottlenecks where customers might get frustrated and discontinue transactions and processes.\r\n<span style=\"font-weight: bold; \">Workflow Software:</span> Uses detailed maps of an existing processes and tries to streamline them by optimizing certain steps. BPM workflow software cannot suggest improvements to the process, only optimize it, so this software is only as good as the process itself.\r\n<span style=\"font-weight: bold; \">Enterprise Application Integration Tools:</span> A mixture of efficiency monitors, process and workflow management, EAI software is used to integrate legacy systems into new systems. This software can be used to map points for integrating old and new systems, optimizing their information-gathering characteristics and increasing the efficiency of system communications.<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What Are the Types of Business Process Management Software?</h1>\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">three basic kinds</span> of BPM frameworks:</p>\r\n<span style=\"font-weight: bold; \">Horizontal frameworks.</span>They deal with design and development of business processes. They are generally focused on technology and reuse.\r\n<span style=\"font-weight: bold; \">Vertical BPM frameworks.</span>&nbsp; This focuses on specific sets of coordinated tasks, using pre-built templates which can be easily deployed and configured.\r\n<span style=\"font-weight: bold; \">Full-service BPM suites.</span>&nbsp; They have five basic components: Process discovery and project scoping; Process modeling and design; Business rules engine; Workflow engine; Simulation and testing.\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">two types of BPM software</span> as it pertains to deployment:<span style=\"font-weight: bold; \"></span></p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">On-premise</span> business process management (BPM). This has been the norm for most enterprises.</p>\r\n<span style=\"font-weight: bold; \">Software as a Service (SaaS).</span> Advances in cloud computing have led to an increased interest in various “software-on-demand” offerings.\r\n<h1 class=\"align-center\">What are BPM Tools?</h1>\r\n<span style=\"font-weight: bold; \">Business Process Management (BPM) tools</span> are used for automating, measuring and optimizing business processes. BPM automation tools use workflow and collaboration to provide meaningful metrics to business leaders.\r\n<span style=\"font-weight: bold; \">Misconceptions about BPM Tools.</span> There’s a common misconception that BPM tools do not easily demonstrate their benefit to the organization. While the benefit from using BPM tools can be hard to quantify, it can be expressed more effectively in terms of business value.\r\n<span style=\"font-weight: bold; \">Process Management Tools.</span> Tools that allow process managers (those that are responsible for organizing the process or activity) to secure the resources needed to execute it, and measure the results of the activity, providing rewards or corrective feedback when necessary. Process manager tools also allows process managers to change and improve the process whenever possible.\r\n<span style=\"font-weight: bold;\">Process Modeling Tools.</span> Software tools that let managers or analysts create business process diagrams. Simple tools only support diagramming. Professional Process Modeling Tools store each model element in a database so that they can be reused on other diagrams or updated. Many business process improvement software supports simulation or code generation.<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/BPM_-_Business_Process_Management.png"},{"id":221,"title":"Process Automation Middleware","alias":"process-automation-middleware","description":" At the current level of development, process automation is one of the approaches to process management based on the use of information technology. This approach allows the management of operations, data, information and resources through the use of computers and software that reduce the degree of human participation in the process, or completely eliminate it.\r\nThe main goal of automation is to improve the quality of the process. An automated process has more stable characteristics than a manual process. In many cases, process automation can increase productivity, reduce process execution time, reduce cost, increase accuracy and stability of operations.\r\nTo date, process automation has covered many industries and areas of activity: from manufacturing processes to shopping in stores. Regardless of the size and scope of the organization, almost every company has automated processes. The process approach provides for all processes the same principles of automation.\r\nDespite the fact that process automation can be performed at various levels, the principles of automation for all levels and all types of processes will remain the same. These are general principles that set the conditions for the efficient execution of processes in automatic mode and establish rules for automatic process control.\r\nThe basic principles of process automation are: the principle of consistency, the principle of integration, the principle of independence of execution. These general principles are detailed depending on the level of automation under consideration and specific processes. For example, automation of production processes includes principles such as the principle of specialization, the principle of proportionality, the principle of continuity, etc.","materialsDescription":" <span style=\"font-weight: bold; \">What are the levels of process automation?</span>\r\nProcess automation is needed to support management at all levels of the company hierarchy. In this regard, the levels of automation are determined depending on the level of control at which the automation of processes is performed.\r\nManagement levels are usually divided into operational, tactical and strategic.\r\nIn accordance with these levels, automation levels are also distinguished:\r\n<ul><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Lower level of automation or level of performers.</span></span> At this level, automation of regularly running processes is carried out. Automation of processes is aimed at performing operational tasks (for example, executing a production process), maintaining established parameters (for example, autopilot operation), and maintaining certain operating modes (for example, temperature conditions in a gas boiler).</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Production management level or tactical level.</span></span> Automation of processes of this level ensures the distribution of tasks between various processes of the lower level. Examples of such processes are production management processes (production planning, service planning), processes of managing resources, documents, etc.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Enterprise management level or strategic level.</span></span> Automation of the processes of the enterprise management level provides the solution of analytical and forecast tasks. This level of automation is necessary to support the work of top management of the organization. It is aimed at financial, economic and strategic management.</li></ul>\r\nAutomation of processes at each of these levels is provided through the use of various automation systems (CRM systems, ERP systems, OLAP systems, etc.). All automation systems can be divided into three basic types.\r\nTypes of automation systems include:\r\n<ul><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">immutable systems.</span></span> These are systems in which the sequence of actions is determined by the configuration of the equipment or process conditions and cannot be changed during the process.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">programmable systems.</span></span> These are systems in which the sequence of actions may vary depending on a given program and process configuration. The selection of the necessary sequence of actions is carried out through a set of instructions that can be read and interpreted by the system.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">flexible (self-adjusting) systems.</span></span> These are systems that are able to carry out the selection of necessary actions in the process of work. Changing the configuration of the process (sequence and conditions of operations) is based on information about the process.</li></ul>\r\nThese types of systems can be applied at all levels of process automation individually or as part of a combined system.\r\n<span style=\"font-weight: bold; \">What are the types of automated processes?</span>\r\nIn each sector of the economy, there are enterprises and organizations that produce products or provide services. All these enterprises can be divided into three groups, depending on their “remoteness” in the natural resource processing chain.\r\nThe first group of enterprises is enterprises that extract or produce natural resources. Such enterprises include, for example, agricultural producers, oil and gas companies.\r\nThe second group of enterprises is enterprises that process natural raw materials. They make products from raw materials mined or produced by enterprises of the first group. Such enterprises include, for example, automobile industry enterprises, steel enterprises, electronic industry enterprises, power plants, etc.\r\nThe third group is service enterprises. Such organizations include, for example, banks, educational institutions, medical institutions, restaurants, etc.\r\nFor all enterprises, we can distinguish common groups of processes associated with the production of products or the provision of services.\r\nThese processes include:\r\n<ul><li>business processes;</li><li>design and development processes;</li><li>production processes;</li><li>control and analysis processes.</li></ul>\r\n<span style=\"font-weight: bold;\">What are the benefits of process automation?</span>\r\nProcess automation can significantly improve the quality of management and product quality. With the implementation of the QMS, automation gives a significant effect and enables the organization to significantly improve its work. However, before deciding on process automation, it is necessary to evaluate the benefits of running processes in an automatic mode.\r\nTypically, process automation provides the following benefits:\r\n<ul><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">the speed of completing repetitive tasks increases.</span></span> Due to the automatic mode, the same tasks can be completed faster because automated systems are more accurate in operations and are not prone to a decrease in performance from the time of work.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">quality of work increases.</span></span> The exclusion of the human factor significantly reduces variations in the execution of the process, which leads to a decrease in the number of errors and, accordingly, increases the stability and quality of the process.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">increases control accuracy.</span></span> Due to the use of information technology in automated systems, it becomes possible to save and take into account a greater amount of process data than with manual control.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">parallel tasks.</span></span> Automated systems allow you to perform several actions at the same time without loss of quality and accuracy. This speeds up the process and improves the quality of the results.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">quick decision making in typical situations.</span></span> In automated systems, decisions related to typical situations are made much faster than with manual control. This improves the performance of the process and avoids inconsistencies in subsequent stages.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Process_Automation_Middleware.png"},{"id":217,"title":"Business-to-Business Middleware","alias":"business-to-business-middleware","description":" Middleware is a very broad term that can be defined as a translation layer between different applications and encompasses a number of different technologies, such as message-oriented middleware and database middleware. B2B middleware though has a narrower definition and is concerned first and foremost with routing data from a firm’s business applications to the applications of business partners such as customer, suppliers or banks.\r\nData must be extracted from the source system, which might be an ERP system or securities trading platform or an HR system whether it is an installed system or, as is increasingly the case, a cloud-based system. Data can be extracted using an API or specialized middleware supplied by the enterprise application.\r\nOnce the data has been extracted, it must be correctly formatted so that it can be shared by a completely different system. Typical standard formats are EDI or XML. However, each of these formats has specific variants specific to particular vertical industries. When the data has been formatted, it must then be transmitted to the business partner and, once again, there are a number of different network protocols such as HTTP-baaed AS1 and AS2, or FTP to support B2B integration.","materialsDescription":" <span style=\"font-weight: bold; \">What is Middleware?</span>\r\nMiddleware is the software that connects network-based requests generated by a client to the back-end data the client is requesting. It is a general term for software that serves to &quot;glue together&quot; separate, often complex and already existing programs.\r\nMiddleware programs come in on-premises software and cloud services, and they can be used independently or together, depending upon the use case. While cloud providers bundle middleware into cloud services suites, such as middleware as a service (MWaaS) or integration PaaS (iPaaS), industry researchers note that many businesses still choose independent middleware products that fit their specific needs.\r\n<span style=\"font-weight: bold; \">How middleware works</span>\r\nAll network-based requests are essentially attempts to interact with back-end data. That data might be something as simple as an image to display or a video to play, or it could be as complex as a history of banking transactions.\r\nThe requested data can take on many different forms&nbsp; and may be stored in a variety of ways, such as coming from a file server, fetched from a message queue or persisted in a database. The role of middleware is to enable and ease access to those back-end resources.\r\n<span style=\"font-weight: bold;\">Middleware categories</span>\r\nIn general, IT industry analysts -- such as Gartner Inc. and Forrester Research -- put middleware into two categories: enterprise integration middleware and platform middleware.\r\n<ul><li>Enterprise application integration middleware enables programmers to create business applications without having to custom-craft integrations for each new application. Here, middleware helps software and services components work together, providing a layer of functionality for data consistency and multi-enterprise or B2B integration. Typically, integration middleware provides messaging services, so different applications can communicate using messaging frameworks like Simple Object Access Protocol (SOAP), web services, Representational State Transfer (REST) or JavaScript Object Notation (JSON). Other middleware technologies used in this category include Object Request Brokers (ORBs), data representation technologies like XML and JavaScript Object Notation (JSON), and more.</li></ul>\r\nBusinesses can purchase individual middleware products or on-premises or cloud-based application integration suites.\r\n<ul><li>Platform middleware supports software development and delivery by providing a runtime hosting environment, such as a container, for application program logic. Its primary components are in-memory and enterprise application servers, as well as web servers and content management. Middleware includes web servers, application servers, content management systems and similar tools that support application development and delivery. Generally, embedded or external communications middleware allows different communications tools to work together. These communications tools enable application and service interaction. Resource management services, such as Microsoft Azure Resource Manager, host application program logic at runtime, another key function in platform middleware. Other components include Trusted Platform Modules (TPMs) and in-memory data grids (IMDGs).</li></ul>\r\nPlatform middleware products are also available as specific on-premises or cloud service tools, as well&nbsp; as multitool suites. On a cloud suite site, middleware as a service offers an integrated set of platform tools and the runtime environment.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Business-to-Business_Middleware.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"suppliedProducts":[],"partnershipProgramme":null}},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"implementations":{"implementationsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"agreements":{"agreementById":{},"ids":{},"links":{},"meta":{},"loading":false,"error":null},"comparison":{"loading":false,"error":false,"templatesById":{},"comparisonByTemplateId":{},"products":[],"selectedTemplateId":null},"presentation":{"type":null,"company":{},"products":[],"partners":[],"formData":{},"dataLoading":false,"dataError":false,"loading":false,"error":false},"catalogsGlobal":{"subMenuItemTitle":""}}