How to Convince the C-Suite That BPM Tools Are Smart Investments


Business process management (BPM) programs keep companies operating at peak efficiency. With BPM tools, companies generate less waste and achieve higher quality, which drives revenue and catapults them ahead of the competition. Despite the benefits of BPM, key decision makers often hesitate to sign off on the investment. If you’re in a position where you have to convince upper management to approve a BPM tool, consider these four tactics to get executives on board.

Show Them the Problem

As a starting point, fully explain the current situation and identify pain points within the business. Does an operations process cause unnecessary delays? Do errors or oversights occur within the contract management process? Does the current inventory system cause costly supply errors? Fully outline the problems and challenges, and then provide data to back up your claims.

Show Them the ROI

When you’re proposing a BPM tool to the CFO, you must clearly explain how the company will benefit from the investment. Examine all the potential savings that could result from implementation. How many more leads could the marketing and sales teams nurture? How many staff hours could a BPM platform save? How much money could the company save on paper? After you present the benefits, clearly discuss the costs and show how the benefits outweigh them. If you have the data, you can also calculate how long it will take to achieve a return on investment.

[Related: What You Need to Know About Business Process Automation]

Demo the System

For many people, seeing is believing. Request a seat at the next executive meeting, and impress the team with a quick BPM software demo. This type of interactive experience helps leaders visualize the benefits in efficiency and data management. Keep the demo short, simple, and non-technical. If possible, have the demo focus on a process that the management team is involved with, so they can see how the tool can have a direct impact on simplifying their workload.

Provide a Timeline

C-Suite executives thrive on facts, and they’ll want to know how long it’ll take to implement a BPM solution, in addition to the cost. They also expect to hear details about any possible disruptions. Give them a step-by-step timeline that details the phases of the implementation along with the staff needed to facilitate the rollout, the amount of training required and who will provide it, and who will provide employee support. At the end of the timeline, show them a “day in the life” with BPM. How will the marketing manager’s job change? What about the human resources director’s roles?

When you approach C-Suite leaders with a clear vision of the benefits and potential success of BPM, you’re far more likely to earn their support. Document management and workflow automation are key components of an effective BPM platform. Discover how OnTask can put your business processes on autopilot. Learn more about our workflow automation software or schedule a demo today.