What is Business Process Management?

Business process management (BPM) is a structured approach to analyzing, designing, executing, monitoring, and optimizing business processes. It helps you get better business outcomes through continuous process improvement.

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Introduction

Adapting to today’s fast-paced environment is challenging for any organization. With continual changes in regulations and technological capabilities, companies must be able to achieve their business goals in a shifting landscape.

Modern and traditional enterprises alike employ business process managers to fix broken workflows and support new strategies by aligning operations with clearly defined process improvements.

That’s where the Business Process Management pillar comes in. This pillar serves as a central guide with a curated collection of articles, use cases, and resources focused on process management.

Whether you're new to BPM or refining a mature initiative, you'll find actionable insights and practical guidance to support effective, scalable process management.

 

What is business process management?

Business process management (BPM) is a systematic approach to analyzing, designing, and continuously improving an organization’s operations to align them with its strategic goals and ensure correct and compliant execution of those processes.

Used in organizations of all sizes, from SMBs to large corporations, it helps process experts make processes more efficient, effective, and adaptable based on data-driven decisions, all while reducing costs.

You can think about BPM like GPS for a business: It gives you real-time insights and directions to help you navigate complex workflows. The value of business process management is that it helps companies operate more efficiently, adapt faster to change, and deliver better outcomes.

In combination with process improvement methodologies and BPM software, you can create optimized, standardized, and compliant processes that can be measured and refined over time.

A good example of BPM implementation is within customer relationship management, where it can help you reduce customer response times, increase CLTV, boost customer satisfaction by integrating customer data across departments, and strengthen customer feedback loops. Not only does this make your operations more efficient, but it also enhances customer experience.

To better understand BPM today, it's helpful to look at how it has evolved.

→ Related: Business process management vs. Workflow

Evolution

Business process management has evolved from manual methods in the 1980s to today’s intelligent, cloud-based platforms. Early BPM focused on efficiency and quality, influenced by quality management approaches like Six Sigma.

The rise of ERP systems in the 1990s and 2000s formalized BPM as a discipline, supported by modeling standards like BPMN and EPC.

In the 2010s, BPM expanded with automation platforms, process mining, and cloud-native tools—shifting from IT-led efforts to more collaborative, data-driven practices.

SAP’s 2021 acquisition of Signavio reflected this transition, as organizations increasingly sought agile, integrated process solutions.

As BPM tools and practices evolved, so did the approaches to managing different kinds of business processes.

→ Related: BPM vs. Analysis vs. Automation

 

Types of BPM

Choosing the right type of BPM depends on how processes are executed and what technologies or people are involved.

  1. Human-centric

    Human-centric BPM focuses on processes that require active human involvement, such as approvals, reviews, or customer service interactions. These processes are designed for ease of use and adaptability, often relying on user interfaces that guide human decision-making.
  2. Document-centric

    Document-centric BPM manages processes where the creation, routing, and approval of documents are central to the process. It emphasizes version control, collaboration, and compliance, especially in areas like contracts, reports, or regulatory filings.
  3. Integration-centric

    Integration-centric BPM is used when processes depend on systems talking to each other with minimal human intervention. It connects and orchestrates various software, databases, or APIs to automate tasks like data synchronization, transaction processing, or system alerts.

Once the right BPM type is identified, organizations can begin applying a structured method to improve and govern those processes. That method is the process lifecycle.

 

Process lifecycle 

To manage business processes continuously and effectively, it's essential to recognize that each process follows a lifecycle. The process lifecycle provides a structured framework that supports every stage of process management—from initial discovery to ongoing optimization.

  1. Discovery

    In this phase, organizations identify and document their existing (as-is) processes. The goal is to create a complete inventory of workflows and define priorities based on business needs, risks, or strategic relevance.
  2. Analysis

    Process performance is evaluated to uncover inefficiencies, bottlenecks, or compliance gaps. This step relies on metrics, stakeholder input, and tools like process mining to understand where improvements can have the greatest impact.
  3. Design and Planning

    Future-state (to-be) processes are developed based on the analysis. This includes defining new workflows, roles, and technologies, while planning the transition path to make the redesigned processes actionable and scalable.
  4. Implementation

    Redesigned processes are rolled out using BPM tools and change management strategies. This phase involves updating systems, training users, and ensuring new processes are adopted effectively across teams.
  5. Optimization

    Once implemented, processes are monitored using real-time data and KPIs. Feedback loops and ongoing analysis help refine operations, automate where possible, and adapt to changes in business priorities or conditions.

Each phase builds on the previous one, ensuring that business processes are continuously improved and remain aligned with strategic objectives.

The 10-Step Guide to Achieving Process and Experience Excellence_preview_en

10-Step Guide to Achieving Process and Experience Excellence

All businesses have the same goal: to run at their best. But all too often, there’s a disconnect between operations and experience. What’s missing is an outside-in perspective on operational excellence and transformation efforts. This can help you drive a differentiating edge in the market and ongoing financial success.
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Process modeling notation

To support each stage of the process lifecycle, organizations rely on visual modeling techniques to document, communicate, and improve processes.

BPMN

BPMN+DMN Poster EN

BPMN stands for Business Process Model and Notation. It is one of the modeling standards used to create clear and consistent visual representations of business processes. Maintained by the Object Management Group (OMG), it ensures that both technical and non-technical stakeholders can understand how processes work.

BPMN diagrams use symbols to represent tasks, events, gateways, and flows—making it easier to document, analyze, and improve processes. It’s widely used for aligning business and IT, especially when processes need to be automated or optimized.

EPC

Event-driven Process Chain (EPC) is a graphical modeling method used to represent business processes, especially in ERP environments like SAP. It was developed to support structured process documentation and strategic analysis.

EPC diagrams use events, functions, and logic connectors (AND, OR, XOR) to show the flow of activities and decision points. It remains popular in organizations using ARIS or SAP for modeling high-level, enterprise-wide processes.

Other

  • DMN notation:

    Decision Model and Notation (DMN) is used to model business rules and decisions. It complements BPMN by showing how decisions are made using visual tables, helping teams automate and standardize complex logic.
  • Flowcharts:

    A simple and intuitive way to represent sequential workflows using basic symbols like arrows, rectangles, and diamonds. Best for high-level overviews or quick communication with non-technical stakeholders.
  • UML Activity Diagrams:

    Part of the Unified Modeling Language (UML), these diagrams are often used in software engineering to describe system behaviors and interactions. Useful for visualizing detailed logic in IT-driven processes.
  • Gantt Charts:

    A time-based project management tool that shows task durations and dependencies. While not a process modeling tool per se, Gantt charts are often used to plan and track process implementation timelines.

 

Use cases of business process management

In today’s highly competitive environment, where businesses are employing AI-driven technology to get ahead, there has never been a greater need to be able to harness high-quality data to ensure optimal decision-making.

Indeed, in a 2023 survey by LeBow College of Business at Drexel University, 77% of respondents said data-driven decision-making is an important goal of data programs. However, only 46% of respondents rated trust in data used for decision-making as “high” or “very high”.

This is exactly where BPM can add value by providing a structured, transparent, and data-driven way to manage how work gets done. Instead of focusing on individual tasks or departments, BPM supports cross-functional initiatives where process alignment, visibility, and adaptability are critical to success.

Here are the most common BPM use cases:

  • Continuous Improvement:

    BPM supports ongoing efforts to optimize performance across departments by identifying inefficiencies, tracking KPIs, and enabling iterative process enhancements based on operational data and user feedback.
  • Business Transformation Initiatives:

    During organizational change—such as operating model shifts, digital transformation, or restructuring—BPM ensures a clear understanding of current-state processes and helps define, manage, and govern the future-state.
  • Strategy Execution:

    BPM bridges the gap between high-level strategy and day-to-day operations. It ensures that strategic initiatives are translated into executable processes that are measurable, repeatable, and aligned with business goals.
  • Operational Excellence:

    BPM provides a framework for standardizing processes, reducing variation, and eliminating waste. This enables companies to improve agility, consistency, and quality in their core operations.
  • Mergers & Acquisitions (M&A):

    In post-merger integration, BPM helps unify processes across business units, align systems and teams, and identify overlaps or gaps. It supports faster integration and reduces operational friction.
  • Risk Management & Compliance:

    BPM helps organizations stay compliant by embedding controls into processes, documenting responsibilities, and enabling auditable process execution. It improves risk visibility and mitigation measures across regulatory, operational, and third-party domains.
  • ERP Implementation & Rollout:

    BPM plays a key role in ERP initiatives by documenting as-is processes, aligning them with ERP capabilities, and guiding process redesign. It reduces implementation risk and supports end-user adoption by clarifying responsibilities and processes.
  • Customer Experience Optimization:

    By identifying handoffs, delays, and inconsistencies in customer-facing processes, BPM helps improve service delivery, response times, and overall satisfaction across the customer journey.

→ Related: Value of BPM

 

What are the benefits of BPM?

There is a wide range of advantages of business process management that contribute to making your business more effective.

  • Improved efficiency: Streamlined processes eliminate redundant steps, reduce manual tasks, and optimize resource allocation.
  • Enhanced agility: Standardized processes can be quickly adapted to changing market conditions, customer demands, and regulatory requirements.
  • Better compliance: Consistent workflows ensure adherence to industry regulations and internal policies through built-in controls, audit trails, and automated compliance checks.
  • Increased transparency: Clear process visibility allows managers and stakeholders to track progress, identify bottlenecks, and make data-driven decisions based on real-time performance metrics.
  • Lower costs: Process optimization eliminates waste, reduces rework, and minimizes resource consumption, which improves the bottom line.
  • Improved customer experience: Consistent, efficient processes lead to faster response times, fewer errors, and more reliable service delivery that enhances customer satisfaction and loyalty.
  • Better risk management: Document-centric BPM with built-in controls helps users identify potential risks early and establish preventive measures to minimize business disruptions.

→ Related: Business process management: A winning strategy

 

The main challenges

It’s important to consider business process management challenges to be able to plan for success when you implement BPM in your company. Below is a list of common challenges and tips to overcome them.

Strategic and management challenges

  • Lack of executive support: Without leadership backing, BPM initiatives may lack momentum and resources. Tip: Align BPM goals with business strategy and demonstrate a clear business case with ROI projections.
  • Unclear objectives: Vague or shifting goals can derail BPM efforts and waste resources. Tip: Set clear, measurable goals, and align stakeholders from the start.
  • Difficulty measuring success: Without proper metrics, it's hard to demonstrate business value and secure continued investment. Tip: Define KPIs early and use dashboards to monitor and report outcomes regularly.

Organizational challenges

  • Internal resistance to change: Employees may be reluctant to adopt new processes or tools due to fear or comfort with existing methods. Tip: Involve teams early, communicate benefits clearly, and provide comprehensive training and support.
  • Siloed operations: Disconnected departments make end-to-end process optimization difficult. Tip: Use BPM to drive cross-functional collaboration and transparency.
  • Limited internal resources: Time, staff, and budget constraints can hinder implementation and ongoing maintenance. Tip: Focus on quick wins in high-impact areas and scale gradually.
  • Process ownership conflicts: Unclear responsibility for process governance can lead to implementation delays. Tip: Establish clear process ownership and governance structures from the outset.

Technical challenges

  • Integration difficulties: Connecting BPM tools with legacy systems or across departments can be complex and time-consuming. Solution: Choose BPM solutions with strong integration capabilities and work closely with IT during implementation.
  • Poor data quality: Inaccurate or incomplete data can undermine decision-making and process improvements. Tip: Implement data governance practices and continuously monitor data inputs.
  • Over-customization of BPM tools: Excessive tailoring can lead to complexity and long-term maintenance issues. Tip: Use out-of-the-box features when possible and customize only where there is clear ROI.
  • Skills gap: Organizations often lack employees with BPM expertise and process modeling skills. Tip: Look for solutions that incorporate AI and consider working with external consultants for initial implementation.

→ Related: Top challenges to business transformation

BPM Resources

Unlock hidden value in your business processes
Explore the results of our 'value challenge' initiative that demonstrates the hidden value organizations can uncover in their business processes by using BPM solutions.
A Practical Guide for Designing Optimal Business Processes
A modeling guidelines to help you create processes in a uniform way and present them comprehensibly for your whole team.
Process Mapping Basics
Find out how to get started with process mapping, and how to introduce business process management (BPM) concepts to your organization.
A Comprehensive Guide to Process Mining
Learn what process mining is, the value it offers, and why now is the right time to launch your own process mining initiative.

How to get started with BPM?

Below are eight practical steps to help organizations implement business process management—from initial discovery to continuous optimization.

1. Clarify your goals and focus areas

Start by defining the strategic goals BPM should support—such as reducing operational costs, improving customer experience, or ensuring regulatory compliance. Clear objectives will guide process prioritization and help align BPM efforts with business outcomes.

You may choose to focus BPM on areas like:

  • Customer-facing workflows
  • Operational efficiency and automation
  • Regulatory or compliance-critical processes

2. Engage stakeholders early

Successful BPM requires collaboration across departments. Identify the key business and technical stakeholders, involve them from the beginning, and communicate the purpose and expected benefits of BPM. Early buy-in helps reduce resistance later and builds momentum.

3. Select the right BPM platform

Modern BPM tools support real-time collaboration, workflow automation, process modeling (e.g., using BPMN), and performance monitoring. Choose a platform that fits your organization’s scale, integrates well with existing systems, and supports your BPM maturity level.

→ Related: Gartner® Magic Quadrant™ for process mining platforms

4. Discover and map current processes

Start by understanding how your processes currently operate. This is the foundation of any BPM initiative. You can approach this using process mapping, process mining, or ideally, a combination of both.

  • Process mapping is a collaborative, manual approach where workflows are documented based on stakeholder input, interviews, and existing documentation. It provides a shared understanding of how a process is expected to function, helping teams visualize steps, roles, and decision points.
  • Process mining, by contrast, is data-driven. It uses system event logs (e.g., from ERP or CRM platforms) to reconstruct how processes actually run in practice. It reveals real-world variations, hidden bottlenecks, and deviations that mapping may overlook.

Combining both approaches gives you a complete picture: mapping helps align people and expectations, while mining validates those assumptions with actual execution data.

5. Analyze process performance

Once your processes are mapped or mined, analyze them to identify inefficiencies, delays, or risks. Use metrics such as cycle time, cost per transaction, and error rates to quantify issues.

Data analytics and process mining can also help identify root causes and performance gaps, forming a solid basis for process improvement planning.

6. Design future-state processes

Use your findings to design optimized, to-be processes aligned with your business goals. Involve frontline users and process owners to ensure practicality and acceptance.

Model proposed changes using BPM tools and validate them with stakeholders before rollout. Consider automation opportunities where applicable.

7. Implement and communicate changes

Roll out redesigned processes in phases or pilot programs to manage risk and gather early feedback.

Communicate clearly and frequently with all affected teams, provide training and documentation, and support adoption through structured change management. Ensuring transparency and ongoing engagement is key to long-term success.

8. Monitor and optimize continuously

BPM is a continuous discipline. Monitor key performance indicators (KPIs), gather user feedback, and regularly assess outcomes.

Refine processes as conditions change, and establish governance for ongoing process ownership and improvement.

→ Related: A five-stage approach to business transformation.

 

Best practices

By now, you should have a very good idea of how to implement BPM in your organization. To help you on your way, here is a quick checklist of best practices to keep in mind when you are doing BPM.

  • Involve people at all levels early on to build ownership and discover insights that might be missed by leadership alone.
  • Keep improvements practical and scalable by aiming for changes that can be sustained and that can grow with your business, or that can be applied in business process outsourcing.
  • Use data to guide your decisions, but balance it with qualitative feedback for a fuller picture.
  • Encourage open communication and transparency throughout to manage expectations and reduce resistance.
  • Leverage technology in a way that ensures it supports processes rather than complicates them.
  • Commit to ongoing review and refinement rather than a one-time fix by making continuous improvement part of your culture.

 

The evolution of business process management is now entering an AI-driven phase characterized by machine learning and hyperautomation. AI-powered tools now analyze vast datasets to detect inefficiencies, predict bottlenecks, and automatically implement improvements.

Robotic Process Automation (RPA) is being used to automate workflows by having “software robots” carry out repetitive tasks. All this creates dynamic, self-optimizing systems that adapt in real time for unprecedented continuous improvement of business processes.

Through activities like process mining (which uses event logs to reveal how processes operate), low-code/no-code platforms, and RPA, business users without technical expertise can now design and automate workflows.

This makes the benefits of BPM more accessible than ever to businesses of all sizes that want to achieve better business outcomes without the need for specialists.

 

Conclusion

The benefits of business process management mean that overcoming any associated challenges is well worth the effort. BPM plays a vital role in systematically improving processes to enhance all operational areas of a business.

To ensure success when you start working with a business process management tool, follow best practices and include all stakeholders in the steps you take toward increasing business automation.

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Frequently Asked Questions

What is meant by business process management, with an example?

Business process management (BPM) is the practice of examining and refining how a business carries out its tasks to improve efficiency and achieve strategic goals. It involves a mix of analysis, design, and ongoing adjustments. For instance, a retailer might use BPM to streamline its order fulfilment process by reducing delivery times and cutting costs.

What are the five stages of BPM?

What is the BPM methodology?

What is the role of a business process manager?

What are business process management tools?