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July 10, 2014 [ 0 Comments ]

BPM Software Tools and Features List

Posted by: Jordan Fraczek
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BPM software tools are some of the most cutting-edge solutions to optimizing the business process. So what do these tools actually do? No two BPM tools are exactly alike, but we wanted to make a list of typical BPM features with examples from several different BPM tools.

According to Margaret Rouse, of

Business process management (BPM) is a systematic approach to making an organization’s workflow more effective, more efficient and more capable of adapting to an ever-changing environment.

For Rouse’s full article about BPM basics, click here.

List of BPM Tools and Features: 

The best BPM software tools analyze aspects of your business process and provide or suggest solutions to fix them. Most BPM tools aim to eliminate human error by visually mapping the process. An example of this would be defining prospect-contact points, in other words, the sequence of calls and emails you make to your prospects after they enter your marketing funnel.

It’s important to know that BPM systems all run on standard notations, or BPMN (Business Process Management Notations). Because of this, BPM can incorporate common documents or business functions by industry (such as IT or HR) into automated workflows.

1. Optimizing Prospect “Cadence” or “Sequence” Example from ProcessMaker BPM.


BPM software works similarly to marketing automation software, in that you improve the funnel by identifying “bottlenecks” (points where the prospect is lost). BPM software is more focused on customer processes than lead aquisition, and therefore differs from true marketing automation. Once the prospect comes into your funnel, the BPM tools can start churning. This is where the revenue-saving and revenue-generating features of BPM tools come into play.

For a full article on ProcessMaker click here.

2. Creating Business “Rules” — Example from Bonitasoft’s Bonita BPM.


One of the most important features of BPM tools is the ability to create business “rules”. In this human resources example, we set up an automatic raise request approval rule. When the request for a raise is received, an email is automatically sent up to the VP of HR for approval. Once the approval or disapproval goes through, an email is automatically sent out to the raise requester. For companies with large HR departments with hundreds of employees, automating tasks through rules can be a real lifesaver.

3. Processing Documents and Running Workflows — Example from Bizagi’s Process Modeler BPM tool.

BPM tools come standard with documentation-processing features. There are many examples of industry-specific documentation that are pre-loaded and can be optimized and executed within BPM software.

Below are industry-specific BPM document processing examples:

IT Industry — Helpdesk documents, Incident management

Human Resources — Employee onboarding, Recruiting documents

Banking and Finance — Loan approval docs, Claims management

Universities — Certification documentation, Budgeting


July 10, 2014 [ 0 Comments ]

BrainSell Acquires Chicago’s NCG Act! Software Division

Posted by: Jordan Fraczek

We are proud to announce our enhanced presence in the Chicago software market by acquiring the Act! CRM and related services division from Northbrook Consulting Group of Glencoe, Illinois.

This is our third acquisition this year. With NCG’s Act! division, we can provide a more-centralized Chicago CRM service. NCG’s clients will be able to team up with our existing CRM consultants in the Chicago area, Brad Wieringa and Doug Evenhouse. In return, our clients will benefit from NCG’s years of experience as a Chicago-area software reseller.

View the full press release here.

Northbrook Consulting Group’s longtime President, Donald L. Joseph sees the acquisition as a mutual benefit.

“We are excited to join the BrainSell team,” said Donald L. Joseph, President of Northbrook Consulting Group. “It assures that present and future clients will always have access to the high-quality services and products they have come to expect from Northbrook Consulting Group.”

NCG recognized Act! CRM software’s potential for companies in the Chicago market. We’ve been investing our time with Act! in other parts of the country and have a bench of Act! certified consultants. We are able to provide the existing Act! market long-term software support.

“In a continued effort to acquire companies with bright individuals and long standing integrity, we are pleased to expand our presence in the Chicago market,” said Jim Ward, president and CEO of BrainSell. “We’re also excited to offer clients business services in areas like accounting and ERP, marketing automation and inbound marketing services, and CRM services across the board.”

As part of our suite of services, we’re providing additional services apart from CRM consulting and implementation. We will continue to develop our ERP software presence in Chicago market through Sage and Quickbooks software. BrainSell also implements tools to help businesses succeed past CRM with automation software. We’ve partnered with HubSpot, Net-Results and more to drive success through automation platforms.

July 2, 2014 [ 0 Comments ]

Sage PFW Migration: 100/300 ERP Suite

Posted by: Jordan Fraczek


BrainSell and Sage are offering a 50% licensing discount for anyone migrating from Sage PFW or Sage Pro to Sage 100/300 from now until September 31st.

Sage discontinued PFW ERP software and is providing migration incentives to implement Sage 100 or 300 ERP solution in PFW’s place. If you experienced a “runtime error 449″ that means Sage PFW reached it’s end of life. Migration to Sage 100/300 is a fairly simple process, and provides even better business intelligence than the previous PFW suite.


Should you migrate to Sage 100 from PFW or Pro?

Migrating from PFW to Sage 100 may be better suited for small to mid-sized business, and is often well suited for manufacturing/production business. Sage 100 does not support multi-currency or multi-lingual capabilities, while Sage 300 does. For this reason, migration to Sage 100 may only be ideally suited for national businesses as apposed to multi-national businesses. ERP may be ideal for the hospitality industry.

Sage 100 comes in two different bundles, the “Financial Bundle” and the “Distribution Bundle”. In both Sage 100 and 300, the Financial Bundle is adequate for basic accounting practices, although you may want to consider Sage 300 for processing work orders, billing of materials and inventory features.


Should you migrate to Sage 300 from PFW or Pro?

Migrating from PFW to Sage 300 is better suited mid-sized to enterprise level business, it is often well suited for multi-national businesses such as hospitality industries. Sage 300 supports multi-currency and multi-lingual businesses. For these reasons, migration to Sage 300 is ideally suited for multi-national businesses, while Sage 100 may be better suited for English-only applications.

As in Sage 100, Sage 300 comes in the “Financial Bundle” and the “Distribution Bundle”. Again, the Financial Bundle is ideal for everyday accounting, but you want to consider Sage 300 for processing work orders, billing of materials and inventory features. For this reason, Sage 300 works well for manufacturing-based businesses and other businesses with physical inventory.


July 1, 2014 [ 0 Comments ]

Open Source BPM Software ProcessMaker

Posted by: Jordan Fraczek

BPM (Business Process Management) Software ProcessMaker, the most popular open source BPM tool, is now available through BrainSell. We’re convinced that ProcessMaker’s open source tools provide the best workflow suite we have downloaded in a long time.


ProcessMaker integrates with popular CRM and ERP tools, including SugarCRM and Openbravo ERP. ProcessMaker is the next software suite available from Colosa.

ProcessMaker BPM/CRM Integration:

ProcessMaker integration couldn’t be simpler, it’s one of the best parts about the software suite. We at BrainSell became aware of the ProcessMaker BPM suite after the SugarCRM integration was announced, and it turned out to be software that we now use internally.

Fluid, Open Source Reporting:


Registered ProcessMaker users receive key reporting metrics and stats via ProcessMaker’s CRM integration. You can easily tie contacts and leads into the business process. This BPM feature allows you to know exactly when to act on your leads to maximize potential.

Running Workflows:

Automatically be notified when leads. customers and prospects interact with your online forms and other integrated modules in your CRM. ProcessMaker allows you to visually build-out workflows, allowing business analysts to create workflows using a drag-and-drop feature.

Business Process Optimization:


ProcessMaker allows you to continuously improve the customer funnel by analyzing processes and identifying “bottlenecks” (points where the prospect is lost). This is one of the most important (and revenue generating) functions of ProcessMaker’s software suite.


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