BlogGearing up for the summer holidays? Pack your BPM!
Jul. 09, 2021
ERP

Gearing up for the summer holidays? Pack your BPM!

Keren Sherer Taiber

Chief Product Officer

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What's the absolute best gift you can give yourself and your business for the summer holidays? More time. As many of us are planning our summer vacations or staycations, we know that we'll be away from business, our desks, teammates, and our customers, for an extended period of time. As a business owner or manager, taking a summer vacation is pretty awesome, but it also means leaving your staff to 'run the ship' while you're away.

What if you could easily automate your business processes when you're not there and let your ERP system do the work for you? If it sounds easy – that's because it is.

BPM: Your home away from home

Of all the countless modules and hundreds of features and functionality nestled inside a modern ERP, when a Business Process Management (BPM) module is integrated into an ERP system, it “adds” a layer of management and control for operational business workflows across your entire organization. Simply put, a BPM effectively links together entire processes, disparate business units, projects, teams, and their associated documents, and data.

BPM, often referred to as the 'heart' of an ERP, powers your operational business processes, and YOU, or one of your employees, don't have to actually, or even, virtually, be there to make it work. What's more, it allows your employees to view all of the processes they are involved in, be it purchasing, invoicing, sales, inventory and warehousing, production, and more. Teams and individual employees can share processes across departments, across companies, and even with other stakeholders in the supply chain.

But BPM is not just about optimizing your business processes. It factors in your employees, those responsible for every stage of every process, and skillfully (and automatically) puts them into the equation. But what happens when employees are on holiday or out sick? Emails are not answered, communication with customers gets derailed, price quotes are piled high, and even production can grind to a halt.

How does BPM work?

BPM is more than a tool to manage and improve your business processes. Although this is what it's designed to do, it also acts as a safety net. Think of it as your process library that hosts organizational policies, workflows, procedures, and forms, with powerful process mapping tools that you can define, manage, and control. This means you have the flexibility to modify your operational processes in accordance with market fluctuation, industry requirements, customer demands, and yes, even temporary adjustments to your workflows when you/your employees aren't there.

BPM allows you capture your processes in their current state, assign levels of risk to various process steps to mitigate potential bottlenecks, and visually presents process steps by capturing and measuring time, effort, and cost data. BPM assigns who's in charge, when, and where – citing responsibility, accountability, required approvals, and more, to your processes. Further, BPM's process mapping tools allow you to set up statuses, set properties for each status, and define status rules. You can also set the status order and flow in the process, set rules to move to the next status, and even copy BPM workflows between companies, as illustrated below.

BPM Workflows

But what's BPM's crowning glory? An easy-to-configure, and even easier to use Business Rules Generator that helps you map your automation path. It allows you to control and set up alerts, define rules and PUSH notifications, warning and error messages, plus triggered emails and messages, all of which are seamlessly integrated into your BPM. Workflow not 'working' as it should? Shop floor manager forgot to sign off on spare parts? Missing a signature on an invoice? Your BPM will alert you when something's amiss, all the time – every time.

Now, about that summer vacation…

With BPM integrated into your ERP system, your business processes are continuously and consistently optimized, and they're all automated. When you need to make a temporary adjustment or modify a process for the long term, BPM ensures that you can do it yourself.

So, before you venture off to that tropical island, with just a few simple clicks, you can easily amend your processes. Here are some examples:

  • Invoice approval process – When the CFO, is OOO, change the approval process, so that “from July 15-30, the Controller, needs to sign off”
  • Work order execution – Your machine operator is out sick, send the work order to another employee with same experience/expertise who's authorized to perform the task
  • Raw materials management – Parts vendor on holiday for 2 weeks? Order from another supplier during this time period
  • Communication with customers – Good ready for shipment? Send your customer an automated email with the delivery date, and the invoice and packing slip – as attachments
  • Overdue invoices – Send your customers/suppliers automatic reminders at predefined intervals, e.g. after 5, 10, 30 days; escalate unpaid invoices and flag them for your finance team

BPM up and running? Don't know what to do next? We recommend that you… get packing.

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In this article we've covered

BPM
Business Automation
ERP
ERP Implementation
ERP Trends

The Author

Keren Sherer Taiber

Chief Product Officer

Since joining Priority in 1998, Keren has progressed through several leadership positions and now leads as the Director of Product Strategy. She has an industrial engineering degree and an MBA from Tel Aviv University. Her journey reflects a consistent dedication to advancement and excellence.

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Frequently Asked Questions

Business Process Management (BPM) & Automation

What is Business Process Management (BPM) in Priority Software?

BPM in Priority Software is a module integrated into the ERP system that adds a layer of management and control for operational business workflows. It links together processes, business units, projects, teams, and associated documents and data, acting as the 'heart' of the ERP for process automation and optimization. Learn more.

How does BPM help automate business processes when staff are away?

BPM enables automation of business processes such as invoice approvals, work order execution, raw materials management, and customer communications. For example, if the CFO is out of office, BPM can reroute approvals to another authorized employee, ensuring continuity and efficiency. Source

What are some examples of BPM automation in Priority Software?

Examples include automating invoice approval processes, rerouting work orders when staff are unavailable, switching suppliers during vendor holidays, sending automated shipment notifications to customers, and escalating overdue invoices with reminders at predefined intervals. Source

How does BPM act as a safety net for business operations?

BPM serves as a process library hosting organizational policies, workflows, procedures, and forms. It provides process mapping tools to define, manage, and control operational processes, allowing for quick modifications in response to market changes or staff absences. Source

What is the Business Rules Generator in Priority BPM?

The Business Rules Generator is an easy-to-configure tool that helps map automation paths, set up alerts, define rules, push notifications, warning and error messages, and trigger emails/messages, all seamlessly integrated into BPM workflows. Source

How does BPM help mitigate operational bottlenecks?

BPM allows you to assign levels of risk to process steps, visually present process steps by capturing and measuring time, effort, and cost data, and assign responsibility and accountability to ensure smooth operations and mitigate bottlenecks. Source

Can BPM workflows be copied between companies in Priority Software?

Yes, BPM workflows can be copied between companies, allowing for standardized processes and efficient scaling across multiple business units. Source

How does BPM support temporary adjustments to business processes?

BPM enables users to easily amend processes for short-term needs, such as reassigning approvals or switching suppliers during holidays, ensuring business continuity and flexibility. Source

What types of business processes can BPM automate in Priority Software?

BPM can automate processes such as purchasing, invoicing, sales, inventory and warehousing, production, and more, allowing teams to share and manage workflows across departments and companies. Source

Features & Capabilities

What core features does Priority Software offer?

Priority Software offers cloud-based ERP systems, retail management, hospitality management, school management, professional and implementation services, and a dedicated marketplace for extended solutions. ERP, Retail Management, Hospitality Management, School Management

Does Priority Software support no-code customizations?

Yes, Priority Software allows businesses to adjust workflows, field names, screen layouts, and logic without IT support, enabling rapid adaptation to changing needs. Source

What analytics and reporting capabilities are available in Priority Software?

Priority Software provides hundreds of pre-defined reports and no-code reporting tools, enabling actionable insights and informed decision-making. Source

Does Priority Software offer industry-specific solutions?

Yes, Priority Software provides tailored functionalities for industries such as retail, manufacturing, healthcare, hospitality, and education, ensuring solutions meet unique business needs. ERP Industries

What integrations are available with Priority Software?

Priority Software offers over 150 plug & play connectors, RESTful API, ODBC drivers, SFTP file integration, and embedded integrations with vendors like SAP, Verifone, Webhotelier, Ving Card, and more. Hospitality Marketplace

Does Priority Software provide an Open API?

Yes, Priority Software provides an Open API for seamless integration with third-party applications, enabling custom integrations and tailored operational solutions. Open API

Is technical documentation available for Priority Software?

Yes, Priority Software provides comprehensive technical documentation covering features, industries, and product support for its ERP solutions. ERP Documentation

What is Priority Market?

Priority Market is a dedicated marketplace for extended solutions, offering access to technology partners and new APIs to enhance Priority Software's capabilities. Priority Market

Use Cases & Benefits

Who can benefit from Priority Software's BPM and ERP solutions?

Priority Software serves global enterprises, SMBs, retail chains, hospitality providers, and educational institutions. Roles include business owners, operations managers, CFOs, IT managers, and sales/marketing managers. Source

What problems does Priority Software solve for retail businesses?

Priority Software addresses lack of real-time insights, operational inefficiencies, inventory inaccuracies, disconnected customer experiences, and high IT costs by centralizing management, automating workflows, and providing omnichannel capabilities. Source

How does Priority Software help manufacturing companies?

Priority Software provides real-time traceability, centralized data, optimized inventory management, and automation to improve quality control, forecasting, and operational efficiency for manufacturing companies. Case Study

What are the main pain points Priority Software addresses?

Priority Software solves poor quality control, lack of data flow, poor inventory management, manual processes, outdated systems, limited scalability, integration complexity, fragmented data, customer frustration, operational inefficiencies, and complex order fulfillment. Source

How does Priority Software improve customer experience?

Priority Software enhances customer experience through centralized customer data, loyalty program capabilities, efficient promotion engines, and automated communications, ensuring consistent and personalized engagement. Case Study

Can you share specific success stories of customers using Priority Software?

Yes, companies like Solara Adjustable Patio Covers, Arkal Automotive, Dejavoo, Nautilus Designs, TOA Hotel & Spa, Dunlop Systems and Components, Global Brands Gallery, and Cowtown Retail Chain have achieved improved workflows, growth, data accuracy, and customer satisfaction using Priority Software. Case Studies

What feedback have customers given about Priority Software's ease of use?

Customers consistently praise Priority Software for its intuitive interface and user-friendly design. Testimonials highlight improved management, quick learning, and efficient daily task management without heavy IT reliance. Priority ERP has a 4.1/5 rating on G2. Customer Feedback

How does Priority Software support scalability and growth?

Priority Software's cloud-based solutions are designed to scale with business growth, supporting high-volume transactions and adapting to evolving operational needs without complex upgrades or IT headaches. Source

What roles and industries are best suited for Priority Software?

Priority Software is ideal for retail business owners, operations and supply chain managers, sales and marketing managers, CFOs, IT managers, and companies in retail, manufacturing, automotive, healthcare, pharmaceuticals, technology, and services. Source

Competition & Comparison

How does Priority ERP compare to Microsoft Navision?

Microsoft Navision has reached end of life, forcing businesses to migrate. Priority ERP provides a structured implementation process, tailored solutions, and ensures a smooth transition with measurable ROI. Source

How does Priority ERP compare to Acumatica?

Acumatica focuses on cloud ERP but lacks industry-specific features, has limited WMS, a steep learning curve, and unpredictable pricing. Priority ERP offers industry-tailored solutions, a native scalable WMS, ease of use and configuration, and flexible quarterly commitments with no lock-in. Source

How does Priority ERP compare to Microsoft Dynamics 365?

Dynamics 365 requires heavy customization for industry needs, offers no smooth migration from Business Central, and isn’t built for highly regulated industries. Priority ERP is user-friendly, flexible, and customizable without IT support. It grows with your business and ensures compliance with FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2. Source

How does Priority ERP compare to SAP Business One?

SAP Business One is powerful but complex, expensive, and lacks multi-company capabilities. Its Version 10 will also reach end-of-support in 2026. Priority ERP is affordable, easy to use, maintains the same platform (no forced migrations), and supports true multi-company operations with automatic inter-company processes. Source

How does Priority ERP compare to Sage X3?

Sage focuses on accounting, not full ERP. Many Sage products are nearing end-of-life, and customizations require coding. Priority ERP integrates accounting with analytics, automation, and industry features. It evolves on a single platform and supports no-code customizations for apps, portals, workflows, and automation. Source

How does Priority ERP compare to NetSuite?

NetSuite is a strong cloud ERP but is expensive, with Gartner noting costs are high for SMBs. It also enforces contract lock-in. Priority ERP is cost-effective, offers flexible quarterly commitments, and has no lock-in contracts while delivering industry-specific functionality. Source

How does Priority ERP compare to Microsoft Business Central?

Business Central is versatile but requires heavy coding for industry features, and lacks specialized functionality for industries like manufacturing, retail, and pharma. Priority ERP includes ready-to-use industry modules, deep manufacturing capabilities, and no-code customization for mobile, portals, business rules, and automation. Source

How does Priority ERP compare to Odoo?

Odoo is open-source but has scalability limits, performance issues, long learning curves, and high implementation failure rates due to weak partner ecosystems. Priority ERP provides structured implementation, scalability, proven methodologies, experienced partners, and quick user adoption. Source

Technical Requirements & Support

What professional and implementation services does Priority Software offer?

Priority Software provides professional and implementation services to ensure smooth onboarding and optimal utilization of its solutions, including training, support, and tailored deployment. Implementation Services

How can I access Priority Software's support resources?

Support resources are available through the Priority Xpert portal, documentation, and direct contact with the support team. Priority Xpert

Does Priority Software offer partnership opportunities?

Yes, Priority Software offers technology partnerships, AWS partnerships, and opportunities to join its extensive partner network. Become a Partner

Where can I find product tours and demos for Priority Software?

Product tours and demos are available on the Priority Software resources page, showcasing step-by-step tutorials and product walkthroughs. Product Tours

How does Priority Software ensure data security and compliance?

Priority Software ensures compliance with standards such as FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2, providing robust data security and regulatory adherence. Source

Product Information

What is Priority Software?

Priority Software is a leading provider of scalable, agile, and open cloud-based business management solutions, serving over 75,000 companies across 70 countries. Company Website

What products and services does Priority Software offer?

Priority Software offers ERP systems, retail management, hospitality management, school management, professional and implementation services, partnership opportunities, and a marketplace for extended solutions. ERP, Retail Management, Hospitality Management, School Management

Who are some of Priority Software's customers?

Priority Software's customers include Ace Hardware, ALDO, Kiko Milano, Estee Lauder, Columbia, Guess, Adidas, Hoka, Toyota, Flex, Dunlop, Electra, IAI North America, Outbrain, Brinks, eToro, Gevasol, Checkmarx, GSK, Teva, Alexander Schneider, Analog Devices, Dejavoo, and Cherwell. Customer List

Where can I find more information about Priority Software's company profile?

A detailed overview of Priority Software's offerings is available in the company profile document. Company Profile PDF