BPM Software Business Requirements

Business process management software models, runs and measures processes that pass work between people and systems, from approvals to multi-step case work. Operations, process excellence and IT teams buy it to automate and track work that spans departments and applications.

107 requirements for choosing business process management software, each written so a vendor can answer it and you can check the answer. Delivered as an Excel workbook.

Inside the Workbook

• 77 functional requirements in 11 areas, each with how to verify it
• 30 non-functional requirements written for this category
• Suggested priorities (43 Must) that you change, with weights that follow
• A vendor response form with six response types, from Standard to Not supported
• 7 scripted demo scenarios, each mapped to the requirements it tests
• A weighted scorecard for up to five vendors, by area, with Must gaps counted

Functional Areas

• Process modeling (10)
• Decisions and business rules (5)
• Forms and user interfaces (7)
• Human tasks and work queues (9)
• Process execution (9)
• Integration (7)
• Documents and case data (5)
• Automation and AI assistance (6)
• Monitoring and analytics (7)
• Versioning, deployment and governance (7)
• Users and administration (5)

Deeper Vendor Due Diligence

Security, privacy, contract and exit questions are in the RFP question bank: Integration & interoperability, Security, Deployment & hosting, Business continuity & disaster recovery, Migration & exit, Human oversight & escalation.

How It Was Written

First published in October 2026. A language model drafted the requirements against written rules and a second model reviewed every row. No named subject-matter expert reviewed them. The workbook lists what changed.

Built For

IT, business and procurement teams writing requirements before a software selection, and consultancies running one for a client. The Consultancy License covers use with any number of clients.