Vendor Landscape: Business Process Management (BPM) Suites Design your workdays with a suite solution.

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1 Vendor Landscape: Business Process Management (BPM) Suites Design your workdays with a suite solution., Inc. Is a global leader in providing IT research and advice. Info-Tech s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns Inc. 1

2 Introduction Business Process Management Suites (BPMS) eliminate the need for manual process chains and allow for better, faster, streamlined business processes. This Research Is Designed For: This Research Will Help You: Enterprises seeking to select a solution for automating the creation, execution, and management of business processes. Their BPMS use case may include: The need to automate processes such as billing or authorization to improve efficiency within the enterprise. The automation of processes across geographically dispersed locations where manual process completion is labor intensive. Understand what s new in the BPMS market. Evaluate BPMS vendors and products for your enterprise needs. Determine which products are most appropriate for particular use cases and scenarios. 2

3 Executive Summary Info-Tech evaluated 10 competitors in the BPMS market, including the following notable performers: Champions: IBM provides an accessible solution that is highly adaptable and backed by the organization s extensive market viability. TIBCO, which combines excellent vendor credentials with an effective, user-friendly solution rich with simulation and modeling features. Value Award: Agiloft, an affordable solution that will cater to the business process programmers on a budget. Trend Setter Award: BP Logix, with its predictive modelling and timeline patents, has created a solution that truly reacts to your business needs, automating almost every facet of Business Process Management (BPM). Info-Tech Insight 1. Know your users: Business users are more tech-savvy than ever, but they re not programmers. Vendors in this space must balance simple user interfaces and extensive back-end control for effective solutions. 2. Build socially: Social BPM is a developing trend for large and midsize enterprises, allowing business users from all departments to build processes together. 3. Application portfolio or all-in-one solution: Some BPM vendors segment their advanced BPM features into different applications while others prefer to offer an all-in-one solution. Determine necessary features before investing in a BPM suite. 3

4 Market Overview How it got here BPMS emerged out of a desire for business processes to be automated as traditional, manual methods of creating, conducting, and managing workflow became too cumbersome. Early workflow systems were developed that employed a basic task list user interface to move work around the organization, but required a lot of customization to integrate into applications. Document management vendors began integrating workflow into their software suites, but were bound by the processes defined within the suite and could not model or monitor beyond those capabilities. Application integration middleware helped alleviate those process definition limitations, but made BPM projects very cost-prohibitive. The emergence of service-oriented architecture (SOA) was a boon to BPM, allowing app functions exposed as web services to be integrated into process activities without significant effort, and let task lists be integrated into web pages, portals, and applets with relative ease. Where it s going Business process management suites will continue to improve and increasingly be used across multiple services and applications as interface standards continue to improve and organizations need to source application functionality from multiple vendors. Cloud is also impacting BPM and a BPMS should be able to call services provided by cloud applications, providing all the necessary security capabilities to meet cloud computing requirements. BPM is also being offered as a service in the cloud as dedicated implementations hosted and managed by a service provider and/or in multi-tenancy configurations; each with different price points and cost/benefit ratios. Social collaboration and historical data potentially allow for more accurate process development and optimization through crowdsourcing (though this is not optimal for every organization) and mapping patterns in business processes to reflect actual process flow. Pattern recognition allows for predictive process creation, allowing for increasingly automated BPMS. As the market evolves, capabilities that were once cutting edge become default and new functionality becomes differentiating. Customizable user interface has become a Table Stakes capability and should no longer be used to differentiate solutions. Instead focus on advanced modelling features and cloud deployment to get the best fit for your requirements. 4

5 BPM Suites Vendor selection / knock-out criteria: market share, mind share, and platform coverage Vendors included in this report provide a comprehensive and/or innovative solution for designing and monitoring business processes to automate and simplify workflows within an organization. For this Vendor Landscape, Info-Tech focused on those vendors that offer broad capabilities across multiple platforms and that have a strong market presence and/or reputational presence among mid- and large-sized enterprises. Included in this Vendor Landscape: BP Logix. A privately held vendor that is pushing to automate business processes further through predictive modelling. Agiloft. A vendor specializing in business automation software with a particular focus on BPM. IBM. Major player and innovator in the automation and integration space since the 1980s. Interneer. Web-based solution that entered the BPM space in Invensys. UK manufacturer that acquired the Skelta BPM platform. Oracle. Long-time player in the automation space with a clear knowledge of market trends. Pega. Pure play vendor that focuses on integrating BPM and case management. Software AG. German-based software vendor with an extensive business process application portfolio. TIBCO. Large infrastructure software developer with extensive channel reach. Ultimus. BPM vendor that has created a solution with simple, but innovative design and monitoring environments. 5

6 BPM Suites criteria & weighting factors Features Product Evaluation Criteria The solution provides basic and advanced feature/functionality. Criteria Weighting: Features Usability 30% 30% Usability The solution s dashboard and reporting tools are intuitive and easy to use. Affordability Architecture The three year TCO of the solution is economical. The delivery method of the solution aligns with what is expected within the space. Architecture 20% 20% Product 50% Affordability Vendor Evaluation Criteria Viability Strategy Reach Vendor is profitable, knowledgeable, and will be around for the long-term. Vendor is committed to the space and has a future product and portfolio roadmap. Vendor offers global coverage and is able to sell and provide post-sales support. 50% Vendor Viability 25% 30% Strategy Channel Vendor channel strategy is appropriate and the channels themselves are strong. Channel 15% 30% Reach 6

7 The Info-Tech BPM Suites Vendor Landscape The Zones of the Landscape Champions receive high scores for most evaluation criteria and offer excellent value. They have a strong market presence and are usually the trend setters for the industry. Market Pillars are established players with very strong vendor credentials, but with more average product scores. The Info-Tech Business Process Management Suites Vendor Landscape: BP Logix IBM Innovators have demonstrated innovative product strengths that act as their competitive advantage in appealing to niche segments of the market. Emerging Players are newer vendors who are starting to gain a foothold in the marketplace. They balance product and vendor attributes, though score lower relative to market Champions. Agiloft Interneer Ultimus Pega Software AG TIBCO Oracle Invensys For an explanation of how the Info-Tech Vendor Landscape is created, see Information Presentation Vendor Landscape in the Appendix. 7

8 Balance individual strengths to find the best fit for your enterprise Product Vendor 1234 Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel BP Logix Agiloft IBM Interneer Invensys* Oracle* Pega* Software AG* TIBCO* Ultimus Legend =Exemplary =Good =Adequate =Inadequate =Poor *The vendor declined to provide pricing and publically available pricing could not be found For an explanation of how the Info-Tech Harvey Balls are calculated, see Information Presentation Criteria Scores (Harvey Balls) in the Appendix. 8

9 The Info-Tech BPM Suites Value Index What is a Value Score? The Value Score indexes each vendor s product offering and business strength relative to their price point. It does not indicate vendor ranking. Vendors that score high offer more bang-forthe-buck (e.g. features, usability, stability, etc.) than the average vendor, while the inverse is true for those that score lower. Champion On a relative basis, Agiloft maintained the highest Info-Tech Value Score TM of the vendor group. Vendors were indexed against Agiloft s performance to provide a complete, relative view of their product offerings. Price-conscious enterprises may wish to give the Value Score more consideration than those who are more focused on specific vendor/product attributes. *The vendor declined to provide pricing and publically available pricing could not be found 100 Agiloft BP Logix Ultimus IBM Average Score: Interneer Pega* Oracle* Software Invensys* TIBCO* AG* For an explanation of how Price is determined, see Information Presentation Price Evaluation in the Appendix. For an explanation of how the Info-Tech Value Index is calculated, see Information Presentation Value Index in the Appendix. 9

10 Table Stakes represent the minimum standard; without these, a product doesn t even get reviewed Feature Workflow automation Instant report building Real-time collaboration Business rules management Customizable user interface Process modeler The Table Stakes What it is: Processes within the workflow are automatically triggered when specific conditions are met. Data from processes is automatically recorded and generated in a report. Workflows and processes can be edited in realtime by two or more users. Business rules can be edited, and new rules can be extracted from repeated processes. The user interface can be changed and optimized to users preferences. Visual process modeler with a minimum of swim lane or event process chain view. What Does This Mean? The products assessed in this Vendor Landscape TM meet, at the very least, the requirements outlined as Table Stakes. Many of the vendors go above and beyond the outlined Table Stakes, some even do so in multiple categories. This section aims to highlight the products capabilities in excess of the criteria listed here. If Table Stakes are all you need from your BPMS solution, the only true differentiator for the organization is price. Otherwise, dig deeper to find the best price to value for your needs. 10

11 Advanced Features are the capabilities that allow for granular market differentiation Scoring Methodology Info-Tech scored each vendor s features offering as a summation of their individual scores across the listed advanced features. Vendors were given 1 point for each feature the product inherently provided. Some categories were scored on a more granular scale with vendors receiving half points. Feature Ad hoc workflows Advanced form building Cloud deployment Advanced modeling Advanced Features What we looked for: Workflows can switch between automated and user-triggered events. Forms created from workflows automatically reflect necessary processes and conditions. Tools can be delivered as software-as-a-service (SaaS) over a network and data can be stored in the cloud. Multiple modeling views, import/export multiple templates, predictive or automated modeling. Rich simulation Social collaboration Timeline awareness Users can test and optimize the performance of a process using historical data. Process development can be commented on by non-participants through social media. Workflow adapts to changes in timelines from due dates, or is aware of task duration. For an explanation of how Advanced Features are determined, see Information Presentation Feature Ranks (Stop Lights) in the Appendix. 11

12 Each vendor offers a different feature set; concentrate on what your organization needs Evaluated Features Ad hoc workflow Advanced forms Cloud deployment Adv. modeling Rich simulation Social collab. Timeline aware. BP Logix Agiloft IBM Interneer Invensys Oracle Pega Software AG TIBCO Ultimus Legend =Feature fully present =Feature partially present/pending =Feature Absent For an explanation of how Advanced Features are determined, see Information Presentation Feature Ranks (Stop Lights) in the Appendix. 12

13 The simplicity of the user interface will determine the time between discovery and implementation of a business process User interfaces that employ drag-and-drop design, multiple views, and intuitive information displays will help automate processes faster. 1 Exemplary Performers Advanced user interface 2 3 Why Scenarios? In reviewing the products included in each Vendor Landscape TM, certain use-cases come to the forefront. Whether those use-cases are defined by applicability in certain locations, relevance for certain industries, or as strengths in delivering a specific capability, Info- Tech recognizes those use-cases as Scenarios, and calls attention to them where they exist. BP Logix is a prime example of a user interface correctly done. On the surface it appears to be a standard design tool, but its use of drag-and-drop functionality is improved upon by the way it can display the information. You can design in event chain process format, then immediately switch to their patented Timeline format and back again to ensure that processes are triggered and executed in the proper order. The Timeline feature also displays all of the project due dates in relation to each other, and when a due date is missed or the workflow is edited ad hoc by a user, the timeline automatically adjusts and updates itself to reflect the new expected due dates with no additional plug-ins required. Additionally, the form designer is within MS Word, which is already familiar to most business users. For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix. 13

14 Building case-based applications through BPM will provide users with a 360 degree view of the enterprise Using integrated dynamic case management will demonstrate how each process, event, or form is contributing to a larger case in the enterprise. 1 2 Dynamic case management 3 Why Scenarios? In reviewing the products included in each Vendor Landscape TM, certain use-cases come to the forefront. Whether those use-cases are defined by applicability in certain locations, relevance for certain industries, or as strengths in delivering a specific capability, Info- Tech recognizes those use-cases as Scenarios, and calls attention to them where they exist. Exemplary Performers Integrating case management and BPM is Pega s method of providing additional value and innovation to the BPM space. BPM and case management feed into each other: BPM creates the applications and processes that help to push a case forward towards completion, and case management in turn creates the content and the business rules that improve the processes and applications. Through dynamic case management, users have a new avenue for optimizing their processes and demonstrating value to their stakeholders. For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix. 14

15 Web-based services allow for design and monitoring from any standard browser for process optimization True web-based solutions will allow you to login from any browser (IE, Chrome, Firefox, or Safari) to optimize your business from anywhere Web access Exemplary Performers BP Logix allows access to all of its services through web browsers and also supports mobile browsers on ios devices. Why Scenarios? In reviewing the products included in each Vendor Landscape TM, certain use-cases come to the forefront. Whether those use-cases are defined by applicability in certain locations, relevance for certain industries, or as strengths in delivering a specific capability, Info- Tech recognizes those use-cases as Scenarios, and calls attention to them where they exist. Agiloft is a pure web application, built on the J2EE architecture for cross platform compatibility and can be deployed on a Windows or Linux server. Consistently updated to support all current browsers to design and deploy processes, and allows for adjustments to optimize the design environment for the device being used. For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix. 15

16 IBM brings stellar market credentials to its BPM portfolio Champion Product: Employees: Headquarters: Website: Founded: Presence: Business Process Manager 433,462 Armonk, NY ibm.com June 16, 1911 NYSE: IBM 3 year TCO for this solution falls into pricing tier 8, between $250,000 and $500,000 $1 $1M+ Pricing provided by vendor. Overview IBM has been a part of the BPM space for a long time and has consistently offered a solid solution backed by its technical capabilities, extensive market, and channel reach. Strengths IBM has embraced social collaboration in BPM by allowing users to instantly identify and collaborate with process subject matter experts in real time. IBM s considerable reach within various markets makes it a tried-and-true vendor with wide sales and customer support, especially within a space that they helped to define, develop, and innovate. Challenges IBM Business Process Manager is limited in its support of process modeling file formats. IBM Blueworks is required at an additional cost if import/export of process models across a larger number of different file formats is required. IBM does not yet have a SaaS offering for Process Manager, although IBM does support deployment of Process Manager in the IBM SmartCloud and other cloud infrastructure services. 16

17 IBM offers a substantial BPM solution, but saves some of its interesting features for other applications Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index 15 Features 4th out of 10 Ad hoc workflow Advanced form building Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Large enterprises seeking an established BPMS should consider IBM, but watch out for the segmentation of advanced features within the application portfolio. 17

18 Combines usability and strong market presence to become a top-notch solution Champion Product: Employees: Headquarters: Website: Founded: Presence: TIBCO ActiveMatrix BPM 2,500 Palo Alto, CA tibco.com 1997 NASDAQ: TIBX Overview TIBCO s ActiveMatrix BPM is intended to be a holistic solution for process optimization with potential add-ons for those enterprises looking for a deeper BPM solution. Strengths Modeling interface allows you to see smaller processes and how they connect to larger processes through a page flow model, offering a unique, but still easy-to-use design environment. TIBCO s market reach and strategy is extensive, thus allowing for full global support for their BPM solution. The vendor declined to provide pricing, and publicly available pricing could not be found Challenges Some of the advanced features exist as separate applications that integrate with ActiveMatrix and thus require additional licensing fees. No indication of its ability to be time-aware, thus limiting the processes ability to contextually adapt to changes in the workflow. 18

19 Strong overall solution with great market support Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index N/A The vendor declined to provide pricing, and publicly available pricing could not be found Ad hoc workflow Advanced form building Features Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Some dependency on outside applications for advanced features, but still a champion solution. 19

20 Oracle demonstrates interesting Social BPM functions and solid advanced features Market Pillar Product: Employees: Headquarters: Website: Founded: Presence: Fusion Middleware Business Process Management 115,166 Redwood City, CA oracle.com June 16, 1977 NASDAQ: ORCL The vendor declined to provide pricing, and publicly available pricing could not be found Overview Oracle, one of the largest software providers in the world, is a long-standing presence in the middleware and BPM space, now on their 11 th iteration of their BPMS solution. Strengths Oracle is unique in its social BPM offering, in that it can build Web 2.0 content through its main BPM offering, as well as offering design-side social collaboration. Oracle s extensive global market reach means a wide array of options for sales and customer support, and its longevity within the space demonstrates Oracle s devotion to BPM as part of its portfolio. Challenges Form building is list-based and lacks a drag-and-drop feature, thus causing forms to be more difficult to design and format to fulfill the workflow. No ad hoc workflow capability prevents changes in workflow while the process is running, thus necessitating a redesign of the entire workflow. 20

21 Oracle offers strong market presence and social BPM, but lacks in variable workflows Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index N/A The vendor declined to provide pricing, and publicly available pricing could not be found Ad hoc workflow Advanced form building Features Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Useful solution for large enterprises with a need for social BPM. 21

22 An almost-complete BPM solution with good market presence Market Pillar Product: Employees: Headquarters: Website: Founded: Presence: webmethods Business Process Management 5,640 Darmstadt, Germany softwareag.com 1969 Frankfurt TecDAX: SOW The vendor declined to provide pricing, and publicly available pricing could not be found Overview Software AG s webmethods BPM is the keystone in their automation portfolio, supporting multiple applications while still being a standalone solution. Strengths webmethods BPM s rich simulation feature allows you to estimate or use historical and external data such as cost and time estimates to simulate accurate outcomes and optimize your process quickly. Software AG is a market leader in enterprise management software and offers support and growth options for your BPM and other automation solutions. Challenges Some of the advanced features such as social BPM are part of a separate application with an additional licensing fee, which can be cost prohibitive for some businesses. Monitoring interface can often display information in excess that prevents it from being fully readable. 22

23 webmethods BPM requires extra applications to really stand out as a solution Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index N/A The vendor declined to provide pricing, and publicly available pricing could not be found Ad hoc workflow Advanced form building Features Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Use this in tandem with the rest of the Software AG portfolio to take full advantage of its features. 23

24 Invensys brings its market reach to Skelta BPM Market Pillar Product: Employees: Headquarters: Website: Founded: Presence: Skelta BPM 9,000 London, UK skelta.com 1999 LSE: ISYS The vendor declined to provide pricing, and publicly available pricing could not be found Overview Recently acquired by Invensys, the Skelta BPM platform is an embeddable BPM solution that is fully web-based and built to develop with Microsoft s.net framework. Strengths Skelta BPM offers one-click deployment with a web-based solution, offering a BPMS that is business-user friendly and focused on quick-and-simple development. Having been acquired by Invensys, Skelta BPM has considerably larger market reach under the umbrella of a multibillion dollar manufacturing corporation. Challenges Skelta BPM lacks ad hoc workflow capabilities, thus making it difficult to edit business processes once they have already been deployed and forcing users to redesign. Skelta BPM s focus is on the Microsoft.NET framework, which can potentially limit the programming and platform capabilities of the designed applications. 24

25 Invensys Skelta BPM is a solid web-based solution with a few interesting integration options Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index N/A The vendor declined to provide pricing, and publicly available pricing could not be found Ad hoc workflow Advanced form building Features Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: A web-based solution best suited for Microsoft.NET framework environments. 25

26 BP Logix offers great value for an innovative product, offering predictive modeling and timeline awareness Innovator Product: Employees: Headquarters: Website: Founded: Presence: Process Director & Workflow Software 25 Vista, CA bplogix.com 1995 Privately held 3 year TCO for this solution falls into pricing tier 8, between $250,000 and $500,000 $1 $1M+ Pricing provided by vendor. Overview BP Logix Process Director is a multi-faceted solution that is aimed at all market sizes. BP Logix recently patented their Timeline feature, further demonstrating their commitment to innovation in the BPM space. Strengths Timeline feature adds a real-time dimension to BPM. It demonstrates the interdependency of the events within a workflow that is easy to understand for any user. Process Director & Workflow Software seeks to automate all aspects of BPM through predictive modeling, which analyzes historical data and creates a context-aware environment that optimizes processes and forms to suit the purpose of the workflow. Challenges BP Logix is still a comparatively new competitor in the space with minimal penetration in markets outside of the Americas and APAC. BP Logix is also relatively new to the midsize enterprise market, having only just begun to push into the market, with only 10% of their business coming from mid-sized enterprises. 26

27 BP Logix Process Director is an innovative product with growing market reach Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index 54 Features 2nd out of 10 Ad hoc workflow Advanced form building Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Innovative solution that is a great product within its supported geographical areas. 27

28 Agiloft is a cost-effective solution for your baseline BPM needs Innovator Product: Employees: Headquarters: Website: Founded: Presence: Agiloft 50+ Redwood, CA agiloft.com 1991 Privately held 3 year TCO for this solution falls into pricing tier 7, between $100,000 and $250,000 $1 $1M+ Pricing provided by vendor. Overview Agiloft is in the market of automation, claiming to have out-ofthe-box solutions for most of your enterprise automation needs. BPM is their main focus. Strengths Agiloft is the winner of our value award. It is a cost-effective solution that is suitable for small to large enterprises, and for those not completely sold on the value of BPM. Agiloft defines entry-level and easy-to-deploy thanks to its webbased nature, with enough added functionality to create a wellrounded solution. Challenges Agiloft lacks a significant amount of advanced features, excelling only in its relative ease of use; simulation, social BPM, and advanced modeling are all lacking. Lacking global market penetration and still relatively new in the BPM space, Agiloft is still proving its overall longevity. 28

29 Agiloft lacks features, but offers the basics at a reasonable price Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index 100 Features 1st out of 10 Ad hoc workflow Advanced form building Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: An inexpensive solution that is best for BPM beginners that aren t looking for extensive advanced features. 29

30 Interneer Intellect is emerging as one of the easiest-toimplement web-based BPM solutions Emerging Player Product: Employees: Headquarters: Website: Founded: Presence: Interneer Intellect 15 Culver City, CA interneer.com 2000 Privately held 3 year TCO for this solution falls into pricing tier 9, between $500,000 and $1,000,000 $1 $1M+ Pricing provided by vendor. Overview Interneer is another web-based BPMS solution that prides itself on being free of programming for easy and optimal deployment and process optimization. Strengths Interneer Intellect delivers on its promise of being business-user friendly, as its web-based user interface offers an easy-to-use environment for non-programmers that creates sophisticated forms without programming. Intellect can be deployed either on-premise or via the web as a cloud solution, with accessibility through any mobile device using any standard browser. Interneer s solution is mid-market focused, and is priced and developed accordingly. Challenges Although the company has been in operation since 2000, Interneer has only positioned this product as a BPM solution since 2008, thus not having a pedigree, unlike other vendors who have officially been in the space for a longer time. Interneer lacks many of the advanced features such as social BPM and rich simulation that would make it a major competitor in the large enterprise space. 30

31 Interneer Intellect is short on advanced features, but has high usability Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index 11 Features 5th out of 10 Ad hoc workflow Advanced form building Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Appropriate for quick deployment, but lacking in advanced features. 31

32 Pega innovates with dynamic case management Emerging Player Product: Employees: Headquarters: Website: Founded: Presence: Pega 1509 Cambridge, MA pega.com 1983 NASDAQ: PEGA The vendor declined to provide pricing, and publicly available pricing could not be found Overview The only pure play BPM vendor in our Vendor Landscape, Pega seeks to be an all-in-one BPM solution that appeals to all markets. Strengths Pega is the only BPM solution to offer dynamic case management, which allows users to build processes with a holistic case and mind, and use case results as feedback to create optimized business processes. Pega is a pure play vendor with a long-term focus in BPM solutions, having been in the automation space for nearly 30 years. Challenges Pega has its support channels, but lacks the reach that would be provided by larger corporations such as IBM and Oracle. Workflow is somewhat rigid and doesn t allow for the flexibility of a drag-and-drop feature, instead opting for a click-based chain of processes. 32

33 Strong market presence and innovative features make Pega a contender Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index N/A The vendor declined to provide pricing, and publicly available pricing could not be found Ad hoc workflow Advanced form building Features Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: Use this solution if you re familiar with case management. 33

34 A business user-friendly BPM solution whose potential is unlocked with programming experience Emerging Player Product: Employees: Headquarters: Website: Founded: Presence: Ultimus BPM Suite 150 Cary, NC ultimus.com 1994 Privately held 3 year TCO for this solution falls into pricing tier 8, between $250,000 and $500,000 $1 $1M+ Pricing provided by vendor. Overview Ultimus is an all-in-one BPM solution that seeks to provide stakeholder tools all along the BPM life cycle. They are fully focused on BPM and the mid- to large-sized enterprise. Strengths All tools are fully integrated in one web-based solution, which allows for easy access and a consistent look and feel across the entire toolset. Ultimus can be deployed on-premise, in cloud, in hybrid form, or as-a-service, providing the most flexible BPM service available. Ultimus has a rich simulation feature that draws extensively from historical data to improve simulation accuracy. Challenges Ultimus has Flobots, which add a level of automation to process design, but require intervention from more experienced BPM users to build. Ultimus currently does not have any social collaboration capability to facilitate group workflow design. 34

35 Fast-to-implement solution with a design learning curve Vendor Landscape Product Vendor Overall Features Usability Afford. Arch. Overall Viability Strategy Reach Channel User interface Value Index 29 Features 3rd out of 10 Ad hoc workflow Advanced form building Cloud deployment Advanced modeling Rich simulation Social collaboration Timeline awareness Info-Tech Recommends: A solid solution for tech-savvy business users or design environments where business users work closely with programmers. 35

36 Identify leading candidates with the BPM Suites Vendor Shortlist Tool The Info-Tech BPM Suites Vendor Shortlist Tool is designed to generate a customized shortlist of vendors based on your key priorities. This tool offers the ability to modify: Overall Vendor vs. Product Weightings Individual product criteria weightings: Features Usability Affordability Architecture Individual vendor criteria weightings: Viability Strategy Reach Channel 36

37 Appendix 1. Vendor Landscape Methodology: Overview 2. Vendor Landscape Methodology: Product Selection & Information Gathering 3. Vendor Landscape Methodology: Scoring 4. Vendor Landscape Methodology: Information Presentation 5. Vendor Landscape Methodology: Fact Check & Publication 6. Product Pricing Scenario 37

38 Vendor Landscape Methodology: Overview Info-Tech s Vendor Landscapes are research materials that review a particular IT market space, evaluating the strengths and abilities of both the products available in that space, as well as the vendors of those products. These materials are created by a team of dedicated analysts operating under the direction of a senior subject matter expert over a period of six weeks. Evaluations weigh selected vendors and their products (collectively solutions ) on the following eight criteria to determine overall standing: Features: The presence of advanced and market-differentiating capabilities. Usability: The intuitiveness, power, and integrated nature of administrative consoles and client software components. Affordability: The three-year total cost of ownership of the solution. Architecture: The degree of integration with the vendor s other tools, flexibility of deployment, and breadth of platform applicability. Viability: The stability of the company as measured by its history in the market, the size of its client base, and its financial performance. Strategy: The commitment to both the market-space, as well as to the various sized clients (small, mid-sized, and enterprise clients). Reach: The ability of the vendor to support its products on a global scale. Channel: The measure of the size of the vendor s channel partner program, as well as any channel strengthening strategies. Evaluated solutions are plotted on a standard two by two matrix: Champions: Both the product and the vendor receive scores that are above the average score for the evaluated group. Innovators: The product receives a score that is above the average score for the evaluated group, but the vendor receives a score that is below the average score for the evaluated group. Market Pillars: The product receives a score that is below the average score for the evaluated group, but the vendor receives a score that is above the average score for the evaluated group. Emerging Players: Both the product and the vendor receive scores that are below the average score for the evaluated group. Info-Tech s Vendor Landscapes are researched and produced according to a strictly adhered to process that includes the following steps: Vendor/product selection Information gathering Vendor/product scoring Information presentation Fact checking Publication This document outlines how each of these steps is conducted. 38

39 Vendor Landscape Methodology: Vendor/Product Selection & Information Gathering Info-Tech works closely with its client base to solicit guidance in terms of understanding the vendors with whom clients wish to work and the products that they wish evaluated; this demand pool forms the basis of the vendor selection process for Vendor Landscapes. Balancing this demand, Info-Tech also relies upon the deep subject matter expertise and market awareness of its Senior and Lead Research Analysts to ensure that appropriate solutions are included in the evaluation. As an aspect of that expertise and awareness, Info-Tech s analysts may, at their discretion, determine the specific capabilities that are required of the products under evaluation, and include in the Vendor Landscape only those solutions that meet all specified requirements. Information on vendors and products is gathered in a number of ways via a number of channels. Initially, a request package is submitted to vendors to solicit information on a broad range of topics. The request package includes: A detailed survey. A pricing scenario (see Vendor Landscape Methodology: Price Evaluation and Pricing Scenario, below). A request for reference clients. A request for a briefing and, where applicable, guided product demonstration. These request packages are distributed approximately twelve weeks prior to the initiation of the actual research project to allow vendors ample time to consolidate the required information and schedule appropriate resources. During the course of the research project, briefings and demonstrations are scheduled (generally for one hour each session, though more time is scheduled as required) to allow the analyst team to discuss the information provided in the survey, validate vendor claims, and gain direct exposure to the evaluated products. Additionally, an end-user survey is circulated to Info-Tech s client base and vendor-supplied reference accounts are interviewed to solicit their feedback on their experiences with the evaluated solutions and with the vendors of those solutions. These materials are supplemented by a thorough review of all product briefs, technical manuals, and publicly available marketing materials about the product, as well as about the vendor itself. Refusal by a vendor to supply completed surveys or submit to participation in briefings and demonstrations does not eliminate a vendor from inclusion in the evaluation. Where analyst and client input has determined that a vendor belongs in a particular evaluation, it will be evaluated as best as possible based on publicly available materials only. As these materials are not as comprehensive as a survey, briefing, and demonstration, the possibility exists that the evaluation may not be as thorough or accurate. Since Info-Tech includes vendors regardless of vendor participation, it is always in the vendor s best interest to participate fully. All information is recorded and catalogued, as required, to facilitate scoring and for future reference. 39

40 Vendor Landscape Methodology: Scoring Once all information has been gathered and evaluated for all vendors and products, the analyst team moves to scoring. All scoring is performed at the same time so as to ensure as much consistency as possible. Each criterion is scored on a ten point scale, though the manner of scoring for criteria differs slightly: Features is scored via Cumulative Scoring Affordability is scored via Scalar Scoring All other criteria are scored via Base5 Scoring In Cumulative Scoring, a single point is assigned to each evaluated feature that is regarded as being fully present, a half point to each feature that is partially present or pending in an upcoming release, and zero points to features that are deemed to be absent. The assigned points are summed and normalized to a value out of ten. For example, if a particular Vendor Landscape evaluates eight specific features in the Feature Criteria, the summed score out of eight for each evaluated product would be multiplied by 1.25 to yield a value out of ten. In Scalar Scoring, a score of ten is assigned to the lowest cost solution, and a score of one is assigned to the highest cost solution. All other solutions are assigned a mathematically determined score based on their proximity to / distance from these two endpoints. For example, in an evaluation of three solutions, where the middle cost solution is closer to the low end of the pricing scale it will receive a higher score, and where it is closer to the high end of the pricing scale it will receive a lower score; depending on proximity to the high or low price it is entirely possible that it could receive either ten points (if it is very close to the lowest price) or one point (if it is very close to the highest price). Where pricing cannot be determined (vendor does not supply price and public sources do not exist), a score of 0 is automatically assigned. In Base5 scoring a number of sub-criteria are specified for each criterion (for example, Longevity, Market Presence, and Financials are subcriteria of the Viability criterion), and each one is scored on the following scale: 5 - The product/vendor is exemplary in this area (nothing could be done to improve the status). 4 - The product/vendor is good in this area (small changes could be made that would move things to the next level). 3 - The product/vendor is adequate in this area (small changes would make it good, more significant changes required to be exemplary). 2 - The product/vendor is poor in this area (this is a notable weakness and significant work is required). 1 - The product/vendor is terrible/fails in this area (this is a glaring oversight and a serious impediment to adoption). The assigned points are summed and normalized to a value out of ten as explained in Cumulative Scoring above. Scores out of ten, known as Raw scores, are transposed as-is into Info-Tech s Vendor Landscape Shortlist Tool, which automatically determines Vendor Landscape positioning (see Vendor Landscape Methodology: Information Presentation - Vendor Landscape, below), Criteria Score (see Vendor Landscape Methodology: Information Presentation - Criteria Score, below), and Value Index (see Vendor Landscape Methodology: Information Presentation - Value Index, below). 40

41 Vendor Landscape Methodology: Information Presentation Vendor Landscape Info-Tech s Vendor Landscape is a two-by-two matrix that plots solutions based on the combination of Product score and Vendor score. Placement is not determined by absolute score, but instead by relative score. Relative scores are used to ensure a consistent view of information and to minimize dispersion in nascent markets, while enhancing dispersion in commodity markets to allow for quick visual analysis by clients. Relative scores are calculated as follows: 1. Raw scores are transposed into the Info-Tech Vendor Landscape Shortlist Tool (for information on how Raw scores are determined, see Vendor Landscape Methodology: Scoring, above). 2. Each individual criterion Raw score is multiplied by the pre-assigned weighting factor for the Vendor Landscape in question. Weighting factors are determined prior to the evaluation process to eliminate any possibility of bias. Weighting factors are expressed as a percentage such that the sum of the weighting factors for the Vendor criteria (Viability, Strategy, Reach, Channel) is 100% and the sum of the Product criteria (Features, Usability, Affordability, Architecture) is 100%. 3. A sum-product of the weighted Vendor criteria scores and of the weighted Product criteria scores is calculated to yield an overall Vendor score and an overall Product score. 4. Overall Vendor scores are then normalized to a 20 point scale by calculating the arithmetic mean and standard deviation of the pool of Vendor scores. Vendors for whom their overall Vendor score is higher than the arithmetic mean will receive a normalized Vendor score of (exact value determined by how much higher than the arithmetic mean their overall Vendor score is), while vendors for whom their overall Vendor score is lower than the arithmetic mean will receive a normalized Vendor score of between one and ten (exact value determined by how much lower than the arithmetic mean their overall Vendor score is). 5. Overall Product score is normalized to a 20 point scale according to the same process. 6. Normalized scores are plotted on the matrix, with Vendor score being used as the x-axis, and Product score being used as the y-axis. Innovators: solutions with below average Vendor scores and above average Product scores. Emerging Players: solutions with below average Vendor scores and below average Product scores. Vendor Landscape Champions: solutions with above average Vendor scores and above average Product scores. Market Pillars: solutions with above average Vendor scores and below average Product scores. 41

42 Vendor Landscape Methodology: Information Presentation Criteria Scores (Harvey Balls) Info-Tech s Criteria Scores are visual representations of the absolute score assigned to each individual criterion, as well as of the calculated overall Vendor and Product scores. The visual representation used is Harvey Balls. Harvey Balls are calculated as follows: 1. Raw scores are transposed into the Info-Tech Vendor Landscape Shortlist Tool (for information on how Raw scores are determined, see Vendor Landscape Methodology: Scoring, above). 2. Each individual criterion Raw score is multiplied by a pre-assigned weighting factor for the Vendor Landscape in question. Weighting factors are determined prior to the evaluation process, based on the expertise of the Senior or Lead Research Analyst, to eliminate any possibility of bias. Weighting factors are expressed as a percentage, such that the sum of the weighting factors for the Vendor criteria (Viability, Strategy, Reach, Channel) is 100%, and the sum of the Product criteria (Features, Usability, Affordability, Architecture) is 100%. 3. A sum-product of the weighted Vendor criteria scores and of the weighted Product criteria scores is calculated to yield an overall Vendor score and an overall Product score. 4. Both overall Vendor score / overall Product score, as well as individual criterion Raw scores are converted from a scale of one to ten to Harvey Ball scores on a scale of zero to four, where exceptional performance results in a score of four and poor performance results in a score of zero. 5. Harvey Ball scores are converted to Harvey Balls as follows: A score of four becomes a full Harvey Ball. A score of three becomes a three-quarter full Harvey Ball. A score of two becomes a half full Harvey Ball. A score of one becomes a one-quarter full Harvey Ball. A score of zero (zero) becomes an empty Harvey Ball. 6. Harvey Balls are plotted by solution in a chart where rows represent individual solutions and columns represent overall Vendor / overall Product, as well as individual criteria. Solutions are ordered in the chart alphabetically by vendor name. Harvey Balls Overall Harvey Balls represent weighted aggregates. Overall Product Vendor Feat. Use. Afford. Arch. Overall Via. Strat. Reach Chan. Criteria Harvey Balls represent individual Raw scores. 42

43 Vendor Landscape Methodology: Information Presentation Feature Ranks (Stop Lights) Info-Tech s Feature Ranks are visual representations of the presence/availability of individual features that collectively comprise the Features criterion. The visual representation used is Stop Lights. Stop Lights are determined as follows: 1. A single point is assigned to each evaluated feature that is regarded as being fully present, a half point to each feature that is partially present or pending in an upcoming release, and zero points to features that are deemed to be fully absent. Fully present means all aspects and capabilities of the feature as described are in evidence. Fully absent means all aspects and capabilities of the feature as described are in evidence. Partially present means some, but not all, aspects and capabilities of the feature as described are in evidence, OR all aspects and capabilities of the feature as described are in evidence, but only for some models in a line. Pending means all aspects and capabilities of the feature, as described, are anticipated to be in evidence in a future revision of the product and that revision is to be released within the next 12 months. 2. Feature scores are converted to Stop Lights as follows: Full points become a Green light. Half points become a Yellow light. Zero points become a Red light. 3. Stop Lights are plotted by solution in a chart where rows represent individual solutions and columns represent individual features. Solutions are ordered in the chart alphabetically by vendor name. For example, a set of applications is being reviewed and a feature of Integration with Mobile Devices that is defined as availability of dedicated mobile device applications for ios, Android, and BlackBerry devices is specified. Solution A provides such apps for all listed platforms and scores Green, solution B provides apps for ios and Android only and scores Yellow, while solution C provides mobile device functionality through browser extensions, has no dedicated apps, and so scores Red. Stop Lights Green means a feature is fully present; Red, fully absent. Features Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 Feature 6 Feature 7 Feature 8 Yellow shows partial availability (such as in some models in a line). 43

44 Vendor Landscape Methodology: Information Presentation Value Index Info-Tech s Value Index is an indexed ranking of solution value per dollar as determined by the Raw scores assigned to each criteria (for information on how Raw scores are determined, see Vendor Landscape Methodology: Scoring, above). Value scores are calculated as follows: 1. The Affordability criterion is removed from the overall Product score and the remaining Product score criteria (Features, Usability, Architecture) are reweighted so as to retain the same weightings relative to one another, while still summing to 100%. For example, if all four Product criteria were assigned base weightings of 25%, for the determination of the Value score, Features, Usability, and Architecture would be reweighted to 33.3% each to retain the same relative weightings while still summing to 100%. 2. A sum-product of the weighted Vendor criteria scores and of the reweighted Product criteria scores is calculated to yield an overall Vendor score and a reweighted overall Product score. 3. The overall Vendor score and the reweighted overall Product score are then summed, and this sum is multiplied by the Affordability Raw score to yield an interim Value score for each solution. 4. All interim Value scores are then indexed to the highest performing solution by dividing each interim Value score by the highest interim Value score. This results in a Value score of 100 for the top solution and an indexed Value score relative to the 100 for each alternate solution. 5. Solutions are plotted according to Value score, with the highest score plotted first, and all remaining scores plotted in descending numerical order. Where pricing is not provided by the vendor and public sources of information cannot be found, an Affordability Raw score of zero is assigned. Since multiplication by zero results in a product of zero, those solutions for which pricing cannot be determined receive a Value score of zero. Since Info-Tech assigns a score of zero where pricing is not available, it is always in the vendor s best interest to provide accurate and up to date pricing Value Index Vendors are arranged in order of Value Score. The Value Score each solution achieved is displayed, and so is the average score. 100 A 80 B 40 C Average Score: Those solutions that are ranked as Champions are differentiated for point of reference. D 10 E 44

45 Vendor Landscape Methodology: Information Presentation Price Evaluation Info-Tech s Price Evaluation is a tiered representation of the three year Total Cost of Ownership (TCO) of a proposed solution. Info-Tech uses this method of communicating pricing information to provide high-level budgetary guidance to its end-user clients while respecting the privacy of the vendors with whom it works. The solution TCO is calculated and then represented as belonging to one of ten pricing tiers. Pricing tiers are as follows: 1. Between $1 and $2, Between $2,500 and $5, Between $5,000 and $10, Between $10,000 and $25, Between $25,000 and $50, Between $50,000 and $100, Between $100,000 and $250, Between $250,000 and $500, Between $500,000 and $1,000, Greater than $1,000,000 Where pricing is not provided, Info-Tech makes use of publicly available sources of information to determine a price. As these sources are not official price lists, the possibility exists that they may be inaccurate or outdated, and so the source of the pricing information is provided. Since Info-Tech publishes pricing information regardless of vendor participation, it is always in the vendor s best interest to supply accurate and up to date information. Info-Tech s Price Evaluations are based on pre-defined pricing scenarios (see Product Pricing Scenario, below) to ensure a comparison that is as close as possible between evaluated solutions. Pricing scenarios describe a sample business and solicit guidance as to the appropriate product/service mix required to deliver the specified functionality, the list price for those tools/services, as well as three full years of maintenance and support. Price Evaluation Call-out bubble indicates within which price tier the three year TCO for the solution falls, provides the brackets of that price tier, and links to the graphical representation. 3 year TCO for this solution falls into pricing tier 6, between $50,000 and $100,000. $1 $1M+ Pricing solicited from public sources. Scale along the bottom indicates that the graphic as a whole represents a price scale with a range of $1 to $1M+, while the notation indicates whether the pricing was supplied by the vendor or derived from public sources. 45

46 Vendor Landscape Methodology: Information Presentation Scenarios Info-Tech s Scenarios highlight specific use cases for the evaluated solution to provide as complete (when taken in conjunction with the individual written review, Vendor Landscape, Criteria Scores, Feature Ranks, and Value Index) a basis for comparison by end-user clients as possible. Scenarios are designed to reflect tiered capability in a particular set of circumstances. Determination of the Scenarios in question is at the discretion of the analyst team assigned to the research project. Where possible, Scenarios are designed to be mutually exclusive and collectively exhaustive, or at the very least, hierarchical such that the tiers within the Scenario represent a progressively greater or broader capability. Scenario ranking is determined as follows: 1. The analyst team determines an appropriate use case. For example: Clients that have multinational presence and require vendors to provide four hour onsite support. 2. The analyst team establishes the various tiers of capability. For example: Presence in Americas Presence in EMEA Presence in APAC 3. The analyst team reviews all evaluated solutions and determines which ones meet which tiers of capability. For example: Presence in Americas Presence in EMEA Presence in APAC Vendor A, Vendor C, Vendor E Vendor A, Vendor B, Vendor C Vendor B, Vendor D, Vendor E 4. Solutions are plotted on a grid alphabetically by vendor by tier. Where one vendor is deemed to be stronger in a tier than other vendors in the same tier, they may be plotted non-alphabetically. For example: Vendor C is able to provide four hour onsite support to 12 countries in EMEA while Vendors A and B are only able to provide four hour onsite support to eight countries in EMEA; Vendor C would be plotted first, followed by Vendor A, then Vendor B. 46

47 Vendor Landscape Methodology: Information Presentation Vendor Awards At the conclusion of all analyses, Info-Tech presents awards to exceptional solutions in three distinct categories. Award presentation is discretionary; not all awards are extended subsequent to each Vendor landscape and it is entirely possible, though unlikely, that no awards may be presented. Awards categories are as follows: Champion Awards are presented to those solutions, and only those solutions, that land in the Champion zone of the Info-Tech Vendor Landscape (see Vendor Landscape Methodology: Information Presentation - Vendor Landscape, above). If no solutions land in the Champion zone, no Champion Awards are presented. Similarly, if multiple solutions land in the Champion zone, multiple Champion Awards are presented. Trend Setter Awards are presented to those solutions, and only those solutions, that are deemed to include the most original/inventive product/service, or the most original/inventive feature/capability of a product/service. If no solution is deemed to be markedly or sufficiently original/inventive, either as a product/service on the whole or by feature/capability specifically, no Trend Setter Award is presented. Only one Trend Setter Award is available for each Vendor Landscape. Best Overall Value Awards are presented to those solutions, and only those solutions, that are ranked highest on the Info-Tech Value Index (see Vendor Landscape Methodology: Information Presentation Value Index, above). If insufficient pricing information is made available for the evaluated solutions, such that a Value Index cannot be calculated, no Best Overall Value Award will be presented. Only one Best Overall Value Award is available for each Vendor Landscape. Vendor Awards Info-Tech s Champion Award is presented to solutions in the Champion zone of the Vendor Landscape. Info-Tech s Trend Setter Award is presented to the most original/inventive solution evaluated. Info-Tech s Best Overall Value Award is presented to the solution with the highest Value Index score. 47