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| index \\  Business Process Management (BPM) \\ Macronetics Automate BPM \\ Ideal Customer Profile | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Ideal Customer Profile |
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Automate BPM Rating displays the level of support for functionality and services provided by Automate BPM by Macronetics. |
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Average Competitor Rating displays the average level of support for functionality and services provided by all of the vendors within TECs knowledge base. |
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Competitor with the Lowest Rating is a real product or service solution. It indicates the overall lowest level of support for functionality or services (based on TECs model of Business Process Management solutions). |
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Competitor with the Highest Rating is a real product or service solution. It indicates the overall highest level of support for functionality or services (based on TECs model of Business Process Management solutions). |

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PROCESS MODELING Includes:Graphical Designer; Workflow; Events; Task Allocation; Business Rules; Business Controls; and other | 174 | 171 | 1 | 2 | 99.08 | 110 | 31 | 30 | 71.38 | 163 | 0 | 11 | 97.64 |
| SECURITY MANAGEMENT Includes:Roles and Users; Role Management; User profiles; User Assignment Algorithms; Timers; | 28 | 28 | 0 | 0 | 100 | 16 | 6 | 6 | 63.57 | 27 | 0 | 1 | 98.93 |
| PROCESS COLLABORATION Includes:Check-in/Check-out; Versioning; Simulation/Validation; Export Format; Import Format; | 36 | 27 | 0 | 9 | 82.78 | 7 | 24 | 5 | 22.5 | 33 | 0 | 3 | 96.94 |
| FORM MANAGEMENT Includes:Form Types; Formatting; Tables; Action Buttons; Data Validation; Default Values; and other | 41 | 40 | 0 | 1 | 98.05 | 24 | 5 | 12 | 73.17 | 40 | 0 | 1 | 98.05 |
| WORKFLOW PORTAL Includes:To-do List; Watch List; Reports; Search and Query; Task Information; Collaboration; and other | 38 | 38 | 0 | 0 | 100 | 18 | 1 | 19 | 65.26 | 38 | 0 | 0 | 100 |
| MONITORING AND MANAGEMENT Includes:Instance Management; Workflow Initiation; Workflow Monitoring; Workflow Statistics; Audit Trails; Resource Organization; and other | 33 | 31 | 0 | 2 | 98.18 | 16 | 15 | 2 | 52.73 | 32 | 0 | 1 | 99.09 |
| PROCESS ANALYTICS Includes:Performance Data; Trend Analysis; Optimization; | 12 | 10 | 0 | 2 | 95 | 1 | 8 | 3 | 13.33 | 12 | 0 | 0 | 100 |
| PRODUCT TECHNOLOGY AND SUPPORT Includes:Technology Platform; Product Licensing; Installation; Support; | 151 | 100 | 4 | 47 | 75.1 | 40 | 63 | 11 | 28.41 | 108 | 35 | 8 | 73.97 |
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The graphical representation of the workflow, which can be either information or an actual document in a business process.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| GRAPHICAL DESIGNER Includes:Workflows can be graphically designed; Top-level status diagram (for business users); Detailed technical diagram (for implementers); Drag-and-drop of workflow components; Can be designed by non-technical users; Integrates with third party IDE; and other | 7 | 6 | 1 | 0 | 85.71 | 6 | 1 | 0 | 85.71 | 7 | 0 | 0 | 100 |
| WORKFLOW Includes:Workflow Engine; Workflow Design; Workflow Use; Workflow Notification; Workflow Management; Workflow Reporting; and other | 92 | 90 | 0 | 2 | 99.35 | 58 | 16 | 15 | 70.87 | 86 | 0 | 6 | 97.61 |
| EVENTS Includes:Event Triggers; Automatic Events; Escalation Options; | 29 | 29 | 0 | 0 | 100 | 20 | 4 | 5 | 72.41 | 25 | 0 | 4 | 94.48 |
| TASK ALLOCATION Includes:By user; By team; By role; By workload; Push-driven; Pull-driven; and other | 6 | 6 | 0 | 0 | 100 | 2 | 3 | 1 | 36.67 | 6 | 0 | 0 | 100 |
| BUSINESS RULES Includes:Embedded scripts; Externalized rules; Third party rules engines; Driven by process data; Driven by process run-time information; Driven by due dates; and other | 6 | 6 | 0 | 0 | 100 | 2 | 0 | 4 | 71.67 | 6 | 0 | 0 | 100 |
| BUSINESS CONTROLS Includes:Controls definition; Ability to identify risks in processes; Ability to identify owner; Log an audit score; Ability to identify relationship between process steps; | 5 | 5 | 0 | 0 | 100 | 1 | 4 | 0 | 20 | 4 | 0 | 1 | 94 |
| DATA MODELING Includes:Text data type; Numeric data type; Date/time data type; Large text data type; File attachment data type; Object/generic data type; and other | 10 | 10 | 0 | 0 | 100 | 7 | 1 | 2 | 84 | 10 | 0 | 0 | 100 |
| PROCESS VARIABLE BINDING Includes:User input; External databases; Web services; API calls; Computed from other variables; Circular reference checking; and other | 6 | 6 | 0 | 0 | 100 | 5 | 0 | 1 | 95 | 6 | 0 | 0 | 100 |
| MANUAL OR USER-INITIATED TASKS Includes:Status changes; Successful rule executions; User assignment; | 3 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 |
| DUE DATES Includes:Multiple due dates in same process; Static due date; Dynamic due date; Based on process start time; Based on process target end time; User-defined; and other | 7 | 7 | 0 | 0 | 100 | 3 | 2 | 2 | 62.86 | 7 | 0 | 0 | 100 |
| PROCESS LINKAGE Includes:Data inheritance/mapping; Synchronous linkage (wait for child Process completion); Asynchronous linkage (child process runs independently); | 3 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 |
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Control access to the content through authentication, role and directory management, access control settings, and passwords.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| ROLES AND USERS Includes:Process-specific roles; Global roles; Role-based access control; Just-in-time assignment; Manual assignment; | 5 | 5 | 0 | 0 | 100 | 5 | 0 | 0 | 100 | 5 | 0 | 0 | 100 |
| ROLE MANAGEMENT Includes:Define roles within repository; Assigns workflow privileges to roles; Assigns authors/users to one or multiple roles; Removes temporary role assignments; Assigns temporary roles to authors/users; Assign temporary role-based access control; and other | 8 | 8 | 0 | 0 | 100 | 4 | 1 | 3 | 61.25 | 8 | 0 | 0 | 100 |
| USER PROFILES Includes:All users allocated a unique ID; Unique user ID is never exposed to end users; Creates access controls for individuals; Creates user privileges for individuals; Creates security profiles for individuals; | 5 | 5 | 0 | 0 | 100 | 5 | 0 | 0 | 100 | 5 | 0 | 0 | 100 |
| USER ASSIGNMENT ALGORITHMS Includes:Based on user group; Based on user attributes; Round-robin; Resource levelling; Calendar-driven; Custom; and other | 7 | 7 | 0 | 0 | 100 | 2 | 2 | 3 | 41.43 | 6 | 0 | 1 | 95.71 |
| TIMERS Includes:Multiple system timers; Timer selection for system tasks; Timer selection for any task; | 3 | 3 | 0 | 0 | 100 | 0 | 3 | 0 | 0 | 3 | 0 | 0 | 100 |
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*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CHECK-IN/CHECK-OUT Includes:Workflow designers can check-in/check-out workflow documents; Workflow administrators can lock workflow documents to prevent further changes; Workflow designers can display all versions of a workflow that are available for download/check-out; Workflow designers can download a particular workflow version; Assigns comments to any particular version on check-in; Select upon checking in for a minor revision or a major revision; and other | 8 | 7 | 0 | 1 | 90 | 1 | 4 | 3 | 21.25 | 7 | 0 | 1 | 93.75 |
| VERSIONING Includes:Running instances always upgraded to the latest version; Running instances stay with old version; End user can choose which instances to upgrade; End user can choose which older versions to upgrade; End user can choose to upgrade all running instances; Upgrade occurs when new version is uploaded; and other | 17 | 14 | 0 | 3 | 91.76 | 1 | 15 | 1 | 7.06 | 15 | 0 | 2 | 96.47 |
| SIMULATION/VALIDATION Includes:Check for infinite loops; Check for circular references; Check for ability to complete the process; Check for user's ability to complete task; Perform what-if analyses; | 5 | 4 | 0 | 1 | 84 | 3 | 1 | 1 | 64 | 5 | 0 | 0 | 100 |
| EXPORT FORMAT Includes:BPMN; BPEL; Other; | 3 | 1 | 0 | 2 | 46.67 | 1 | 2 | 0 | 33.33 | 3 | 0 | 0 | 100 |
| IMPORT FORMAT Includes:BPMN; BPEL; Other; | 3 | 1 | 0 | 2 | 46.67 | 1 | 2 | 0 | 33.33 | 3 | 0 | 0 | 100 |
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The ability to manage the forms used in BPM regarding formatting, validation and layout.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| FORM TYPES Includes:Individualized forms; Shared forms; Multipage forms; | 3 | 3 | 0 | 0 | 100 | 1 | 1 | 1 | 40 | 3 | 0 | 0 | 100 |
| FORMATTING Includes:Field labels can have different fonts; Field labels can have different display styles, e.g., bold, italic, or underline; Field labels can have different colors; Data fields can be aligned, e.g., left, right, or center; | 4 | 4 | 0 | 0 | 100 | 4 | 0 | 0 | 100 | 4 | 0 | 0 | 100 |
| TABLES Includes:Display data tables that are mapped to data arrays; Columns can be aligned, e.g., left, right, or center; | 2 | 2 | 0 | 0 | 100 | 2 | 0 | 0 | 100 | 2 | 0 | 0 | 100 |
| ACTION BUTTONS Includes:Users can click on buttons to initiate predefined actions; Action buttons can be enabled; Action buttons can be disabled; Action buttons can be hidden; Action Button can invoke server-side script; Action Button can invoke client-side script; and other | 7 | 7 | 0 | 0 | 100 | 3 | 2 | 2 | 48.57 | 7 | 0 | 0 | 100 |
| DATA VALIDATION Includes:Check for presence of data; Check for data validity; Notify users of specific data errors; Check required fields; | 4 | 4 | 0 | 0 | 100 | 4 | 0 | 0 | 100 | 4 | 0 | 0 | 100 |
| DEFAULT VALUES Includes:Empty fields only; Override existing data; | 2 | 2 | 0 | 0 | 100 | 2 | 0 | 0 | 100 | 2 | 0 | 0 | 100 |
| DYNAMIC FORMS Includes:Selectable options dependent on other fields on same form; Field visibility dependent on other fields on same form; Field protection dependent on other fields on same form; Selectable options dependent on other fields on other forms; Field visibility dependent on other fields on other forms; Field protection dependent on other fields on other forms; and other | 6 | 6 | 0 | 0 | 100 | 0 | 0 | 6 | 70 | 6 | 0 | 0 | 100 |
| DATA BINDINGS Includes:Automatic persistence; API calls; Computed values; External databases; Data fields on other forms; Process run-time information; and other | 6 | 6 | 0 | 0 | 100 | 5 | 0 | 1 | 95 | 6 | 0 | 0 | 100 |
| FORM LAYOUT Includes:Forms can be laid out manually; Forms are laid out automatically; Support multiple layout schemes; Can plug in user-created layout schemes; Parameter blank forms; | 5 | 5 | 0 | 0 | 100 | 3 | 0 | 2 | 70 | 5 | 0 | 0 | 100 |
| EXTERNAL FORMS Includes:Can import forms created using HTML design tools; Can use web forms hosted in other applications; | 2 | 1 | 0 | 1 | 60 | 0 | 2 | 0 | 0 | 1 | 0 | 1 | 60 |
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A portal overview on several parts of the workflow within the business process.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| TO-DO LIST Includes:All tasks; Overdue tasks; Daily overdue tasks; Weekly overdue tasks; Monthly overdue tasks; | 5 | 5 | 0 | 0 | 100 | 3 | 0 | 2 | 68 | 5 | 0 | 0 | 100 |
| WATCH LIST Includes:All tasks; Overdue tasks; Daily overdue tasks; Weekly overdue tasks; Monthly overdue tasks; | 5 | 5 | 0 | 0 | 100 | 3 | 0 | 2 | 68 | 5 | 0 | 0 | 100 |
| REPORTS Includes:Overdue tasks; Daily overdue tasks; Weekly overdue tasks; Monthly overdue tasks; Stalled tasks; Export to worksheet format; and other | 6 | 6 | 0 | 0 | 100 | 0 | 0 | 6 | 70 | 6 | 0 | 0 | 100 |
| SEARCH AND QUERY Includes:Users can search for tasks by task name; Users can search for tasks by workflow name; Users can search for tasks by status; Users can search for tasks by start time; Users can search for tasks by due time; Users can search for tasks by end time; and other | 10 | 10 | 0 | 0 | 100 | 1 | 0 | 9 | 28 | 10 | 0 | 0 | 100 |
| TASK INFORMATION Includes:User is notified of requirements to complete tasks; User is notified of optional action but not required to complete tasks; Tasks disappear automatically when obsolete; User can see current workflow status; | 4 | 4 | 0 | 0 | 100 | 3 | 1 | 0 | 75 | 4 | 0 | 0 | 100 |
| COLLABORATION Includes:Participants can share any number of documents within a workflow instance; Participants can post comments/messages for each workflow instance; | 2 | 2 | 0 | 0 | 100 | 2 | 0 | 0 | 100 | 2 | 0 | 0 | 100 |
| USER TIME ZONES Includes:Identify time zones; Change time zones manually; Change time zones automatically; | 3 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 |
| USER ACCOUNT MANAGEMENT Includes:Users can change passwords; Users can change name; Users can change time zone; | 3 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 | 3 | 0 | 0 | 100 |
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These requirements show the type of monitoring that is available on the workflow and audit trails.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| INSTANCE MANAGEMENT Includes:Users can pause or resume instances; Users can restart instances; Users can delete instances; Users can abort instances; Users can manually override instance data; | 5 | 5 | 0 | 0 | 100 | 2 | 2 | 1 | 54 | 5 | 0 | 0 | 100 |
| WORKFLOW INITIATION Includes:Workflows can be initiated programmatically; Workflows can be excluded from manual initiation; Workflows can be initiated only by select users; Workflows can be initiated only by authenticated users; Workflows can be initiated by unauthenticated users; Workflows can be initiated through a link on an external web page; and other | 6 | 6 | 0 | 0 | 100 | 5 | 0 | 1 | 95 | 6 | 0 | 0 | 100 |
| WORKFLOW MONITORING Includes:Users can monitor the status of all workflow instances in a single view; Users can monitor status of individual workflow instances; There is a graphical monitoring console; Users can drill down from the monitoring console to see workflow instances in a particular status; Users can drill down to individual workflow instances from the graphical monitoring console; Workflow projection capabilities; and other | 6 | 5 | 0 | 1 | 95 | 0 | 6 | 0 | 0 | 5 | 0 | 1 | 95 |
| WORKFLOW STATISTICS Includes:User workload report; Instance cycle time statistics; Instance aging statistics; Workflow routes statistics; Workflow steps statistics; Workflow user statistics; and other | 7 | 6 | 0 | 1 | 95.71 | 7 | 0 | 0 | 100 | 7 | 0 | 0 | 100 |
| AUDIT TRAILS Includes:Audit trails are captured for workflow events; Audit trails are captured for user inputs on forms; Audit trails are captured for user assignments/releases; Audit trails are captured for escalation actions; Audit trails are captured for notifications; Audit trails are captured for each successful rule execution; and other | 6 | 6 | 0 | 0 | 100 | 0 | 6 | 0 | 0 | 6 | 0 | 0 | 100 |
| RESOURCE ORGANIZATION Includes:Centralized resource ownership and administration; Distributed resource ownership and administration; Organization hierarchies; | 3 | 3 | 0 | 0 | 100 | 2 | 1 | 0 | 66.67 | 3 | 0 | 0 | 100 |
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Types of analytics that can be performed on the business processes.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| PERFORMANCE DATA Includes:Duration of each workflow step; Number of revisits to each workflow step; | 2 | 2 | 0 | 0 | 100 | 1 | 1 | 0 | 50 | 2 | 0 | 0 | 100 |
| TREND ANALYSIS Includes:Activity volume; Task closing rate; Overdue volume; Overdue duration; Task duration; | 5 | 5 | 0 | 0 | 100 | 0 | 2 | 3 | 12 | 5 | 0 | 0 | 100 |
| OPTIMIZATION Includes:Bottleneck detection; Automatic workflow reconfiguration based on historical data; Predictive analysis of workflow performance; Automatic adjustment of participant assignments to remove bottlenecks; Workflow critical path analysis; | 5 | 3 | 0 | 2 | 88 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
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This category defines the technical architecture of the product, and the technological environment in which the product can successfully run. Criteria include product and application architecture, software usability and administration, platform and database support, application standards support, communications and protocol support, and integration capabilities.

*To learn more about criteria rating definitions please consult The Business Process Management Rating Guide
| Module | Total Criteria | Automate BPM by Macronetics | Lowest Rated Competitor for Business Process Management | Highest Rated Competitor for Business Process Management | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| TECHNOLOGY PLATFORM Includes:Standards Compliance; Databases; Application Architecture; Designer OS; Web Browser; Portal; and other | 65 | 47 | 4 | 14 | 80.46 | 18 | 42 | 4 | 28.92 | 52 | 10 | 3 | 82.62 |
| PRODUCT LICENSING Includes:Licensing Components; Licensing Terms; | 8 | 7 | 0 | 1 | 96.25 | 2 | 2 | 0 | 25 | 7 | 1 | 0 | 87.5 |
| INSTALLATION Includes:Time Frame; Documentation; Support; Third Party Products; Acceptance Testing; Tested Environments; and other | 28 | 26 | 0 | 2 | 97.86 | 13 | 2 | 3 | 51.07 | 19 | 5 | 4 | 74.29 |
| SUPPORT Includes:Trials or Evaluations; Service Level Agreements (SLA); Vendor Certification of Components; Services; Training Courses; Globalization; and other | 50 | 20 | 0 | 30 | 52 | 7 | 17 | 4 | 15.6 | 30 | 19 | 1 | 60.4 |
| Sup | - Supported. |
| NS | - Not Supported. |
| Oth | - Aggregate of other ratings. |
| Rating | Value | Description |
| Customization | 30 | Supported via customization (changes to the source code) |
| Future Release | 20 | Supported in a future release |
| Modification | 70 | Supported via modification (screen configurations, reports, GUI tailoring, etc.) |
| Not Supported | 0 | Unsupported |
| Supported | 100 | Supported as delivered out-of-the-box |
| Third Party | 50 | Supported via a third party solution |
| Unrated | 0 | The vendor or provider has not yet submitted information for a rating |
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