We use this solution for the implementation of loan processes for banking and financial institutions.
Solution Architect at Datamatics Global Services Limited
Streamlines operations and improves turnaround time, but mobile support needs improvement
Pros and Cons
- "This solution has streamlined our operation and improved the TAT of sales, operations, and underwriters."
What is our primary use case?
How has it helped my organization?
This solution has streamlined our operation and improved the TAT of sales, operations, and underwriters.
What is most valuable?
This solution has many valuable features, including:
- Timer-based escalations and SLA implementation.
- Team filter service to identify and assign to an approperiate set of users based on branch, location, product, scheme, loan amount approval limit, etc.
- Process portal provides a single place to access the tasks for different process.
- Lazy loading of sections.
- State-of-art controls in the user interface.
- Easy and quick implementation of web services.
- Easy and quick implementation of Java integrations.
- Easy and quick implementation of connecting/calling database using in-built integration services.
What needs improvement?
Some of the areas that could use improvement in this solution are:
- It should provide more flexibility to connect with external systems, and there should be in-built services that can be used to integrate with other systems quickly.
- It should have proper controls for mobile phones and tablets, which enable their access and use flawlessly.
- It should provide in-built services to handle the CSHS Javascript error exceptions.
- It should provide in-built tools for proper monitoring, purging, archival, etc.
- There should be proper tools for code management, such as code compare and code merge.
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IBM BPM
August 2025

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For how long have I used the solution?
Four years.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Chief Enterprise Architect at a insurance company with 201-500 employees
Very stable and robust but is not easy to implement
Pros and Cons
- "This solution is very stable."
- "We care about technology and support because support is very important and a BPM is not easy to implement."
How has it helped my organization?
We have several companies within our group. The group that develops this product also customizes it further for other customers. We provide this solution to customers like banks, hospitals, etc. They tell us that the product is very stable and very robust.
What is most valuable?
I don't know. I think the stability of the product is its most valuable feature.
For how long have I used the solution?
We've been using IBM BPM for more than ten years.
What do I think about the stability of the solution?
This solution is very stable.
What do I think about the scalability of the solution?
We have at least 1,000 users.
How are customer service and technical support?
We have received very good technical support.
Which solution did I use previously and why did I switch?
We tried several solutions, but after testing them out, this is the solution we have used for over ten years. Ten years ago, BPM was not so advanced, but IBM was the best at that time, so we chose IBM because it was a good asset. It was a good strategy to follow.
How was the initial setup?
We have several customers with different companies, like banks and hospitals, so it depends on the target, the project, and what features they want to implement. A typical project might need three to nine men per year to deploy.
What about the implementation team?
We have our implementation team. We have an integration team and our consultant is Portugal IBM.
Which other solutions did I evaluate?
Yes. I don't remember which ones. One that we evaluated was Oracle BPM and another one was from a company that doesn't exist anymore.
What other advice do I have?
We care about technology and support because support is very important and a BPM is not easy to implement. The concept may be easy but the implementation is not, and it depends on a lot of customer requirements. You need to have a very good support team, both functional as well as technical. The tool itself is not the most important factor.
I would rate this solution as seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
IBM BPM
August 2025

Learn what your peers think about IBM BPM. Get advice and tips from experienced pros sharing their opinions. Updated: August 2025.
865,295 professionals have used our research since 2012.
Technical Service Advisor at PPG Industries
The integration layer is powerful in the advanced version
What is our primary use case?
How has it helped my organization?
- Traceability
- Fewer humans errors.
What is most valuable?
The integration layer is powerful in the advanced version.
What needs improvement?
It should have a more powerful and faster form builder, also the license is complex using PVUs.
For how long have I used the solution?
Three to five years.
What do I think about the stability of the solution?
Excellent but some network latency should be prevented for development since Web Process Designer is collaborative and distributed
What do I think about the scalability of the solution?
Very good! horizontally and vertically
Which solution did I use previously and why did I switch?
no
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Partner at a tech services company with 1-10 employees
It helps improve your process through continual measurement and have a online monitoring of the performance
Pros and Cons
- "It excels at analytics. It provides visibility across all activities of a company's processes and performance."
- "It helps improve your process through continual measurement."
What is our primary use case?
I was a consumer of the IBM products and implement IBM BPM in Latin America. I stopped being an end user of IBM products in past year, but still implement products.
Primary use case is more than 80 percent financial services, banks mainly, but also insurance:
- Banks or organizations use it for credit cards or for opening accounts.
- Insurance use it for checking insurance claims.
How has it helped my organization?
It excels at analytics. It provides visibility across all activities of a company's processes and performance. It shows the activities, who is performing the activities, and all the values around the activities: the when, how much, and how many.
It helps improve your process through continual measurement. The idea is to have a flexible process without too much programming.
What is most valuable?
It has an appealing DSA key interface. It is an out-of-the-box screen. It is uncommon among tools in the market. You don't need to switch between interfaces because everything inside the same tool. It provides a faster result for less money.
An advantage of the BPM is you can complete the user cycle of a BPM solution to identify the process and model it, then compute, execute, and measure on the tool, and finally it will improve the process inside the tool. You can complete the whole lifecycle of a process inside the tool. First, you should identify the part you want to improve, set up a goal for that improvement, set the scope, and obtain a sponsor. Once you do that, you put a plan in place and the next step is to define the process, define each activity, and the roles. The next step is to define the screen for the end user and its relationship with other system, then put the process in place. This implies putting in place an application and developing over BPM which will have the activities, processes, roles, and screens. After that, it's only measuring and improving the process in the BPM tool.
What needs improvement?
The simulation feature is great and provides a lot of value, but its complex to use. People need a high level of statistics to use it.
For how long have I used the solution?
More than five years.
What do I think about the stability of the solution?
IBM can handle anything. IBM BPM can handle a lot of variables on an environment when you pass through a lot of transactions simultaneously.
What do I think about the scalability of the solution?
It is extremely scalable.
How are customer service and technical support?
The technical support is good. They have good people working for them at IBM, who are knowledgeable and responsive. You need to have also good counterparties on your side to ask the right questions.
Which solution did I use previously and why did I switch?
I used to work with Oracle BPM, but they changed the product's landscape. Instead of retraining, we changed to IBM BPM (Lombardi at the time).
How was the initial setup?
The initial setup depends on your environment. If it's a standard implementation, it is out-of-the-box and could be done in a two hours. A more complex environment could be more difficult to set up.
What about the implementation team?
I am the implementer of the solution for clients.
What was our ROI?
The volume of transactions a team can perform or execute generally increases. For example, I worked with a company using IBM BPM to decrease the time for obtaining a credit card from three days to 15 minutes.
What's my experience with pricing, setup cost, and licensing?
The price is not great.
The cloud and license of the subscription model for IBM BPM can be complex. There are a lot of alternatives to choose from, like a VAR, partner, or sales team from IBM. There might also be push back from the hardware team to be on-premise.
Which other solutions did I evaluate?
I recently began working with Red Hat BPM JBoss BPM because IBM has became complex on its pricing.
We also evaluate companies like Bonita, Documentum, and ProcessMaker BPM. We did also consider Bonita when we were looking at Red Hat, but they don't have offices in Mexico.
What other advice do I have?
It is the Ferrari of BPM tools.
To implement this product, you should have a process department and an ERP. Without an ERP solution, the transactionality of the BPM will not work.
IBM Case Manager can assist you if you have a process that is unstructured. It is a very advanced tool, but very expensive.
When I am looking at selecting a vendor for my client, I consider:
- The size of the initiative
- The cost of the licensing or subscription
- Training
- Availability of a consultant to implement the solution.
I was a previous IBM partner in Mexico and Peru.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Business Development Management at a tech services company with 1,001-5,000 employees
It helps maintain, often lowering costs, as well as maintaining those costs and keeping them stable
Pros and Cons
- "It helps maintain, and in many instances, lower costs, as well as to maintain those costs, keeping them stable."
- "I would like to see a lot more case studies."
What is our primary use case?
My primary use case is to take a lot of the business processes from the client portfolio and smoothly, seamlessly transfer it over into a solution for them to grow their business. The key ideas are to eliminate a lot of the proprietary footprint in development and try to seamlessly go with their business logic in a framework, which we have developed, and be able to mitigate a lot of the risk and to make the front-end interaction with the customer optimal.
We use the solution as a workflow platform to manage processes. It really gets into understanding the business logic of the clients, seeing how closely that aligns with the frameworks that we've built out in the BPM portfolio, and keeping that locked into the solution.
In some of our use cases, we have used it in conjunction with IBM Case Manager and other IBM automation products.
How has it helped my organization?
Having good experience with the portfolio of IBM products, we have the capability of leveraging them, and part of our practice is to take our clients through the journey, very specifically mapping out the approach for each client. We don't have a niche solution, but rather we are true partners, much like we find with the IBM portfolio of products. We are true partners in leveraging only those which are relevant, applicable, and can add a progressive value. A lot of times, we want to give them the leadership but we base that upon rock-solid capabilities of the delivery in the IBM portfolio.
As an example of the impact on a customer's ability to change or update processes, one customer, in particular, wanted to link the front-end through the enterprise. The BPM solution frameworks that we were able to provide them through the IBM portfolio, they have enabled them to lock in from the back-end processes through the middleware to the front-end, so they can go to market and sell their company.
What is most valuable?
It has a mature delivery already spec'd out with almost global applicability through IBM's many customers, and being able to put that on it. It helps maintain, and in many instances, lower costs, as well as to maintain those costs, keeping them stable. It mitigates a lot of the risk of scaling to the enterprise. It also gives the best possible customer experience for that particular client.
If you're trying to lower and contain your costs or mitigate a lot of risk, there is nothing like the IBM Cloud. It can take on the security and regulatory risks.
What needs improvement?
I would like to see a lot more case studies.
I'd like to see a lot more of the partners who've adopted these solutions come forward and demonstrate themselves. We have done this in the past where we had our clients at the IBM Think events interconnect, come forward and say, "This is what we've done with Miracle and IBM," and make that presentation known. I'd like to see a lot more of that available on a case by case basis.
I'd like to see a lot more of the partners come forward and talk about how various partners have assisted them rather than just this is what it is and this is what it can do. Nothing like kicking the tires after you've bought it. Understand where the value is.
What do I think about the stability of the solution?
The product has been well-orchestrated and proven. Through a lot of our own blood, sweat, and tears in terms of our frameworks, we've been able to validate them in every instance.
What do I think about the scalability of the solution?
Because we try to understand the full enterprise, whether it's an SMB or a larger organization, we already have the scalability understood, and we've already taken a look at that architecture, we've taken a look at the delivery. The scalability is part of what we deliver as a company, in terms of the thought leadership, which is all hallmarked on the IBM product like that we're able to leverage.
How was the initial setup?
Everything is complex. There's no easy-peasy. Intelligent process automation becomes a complex matter. Most people are terrified of moving from their on-prem into the automation and digital transformation.
We often times will map out according to what we've done in the industry. There is nothing simple, everything is very focused on a true partnership with our customer base.
What was our ROI?
We demonstrate ROI even before we go on. We show it to our clients from our understanding of the business assessments, expectations, and objectives. We then transcribe that into our technical solution, in which we portray and show them the ROI, from the user base from day one. Then, they can understand what they will realize in terms of time and in terms of growth.
Which other solutions did I evaluate?
Competing solutions are SAP, Microsoft, and Oracle.
With IBM, you have only a few roadmaps, and I think that's the value of IBM.
What other advice do I have?
Stay as close as you can to what the current business model is; don't try to reinvent or recreate it. Just because it has appeal on all the buzzwords and new technologies, stay with what you've currently done and utilize that in each incremental stage.
I always like to have an early start. I find early adopters to be amongst the best proponents. In every case, I would like to get in earlier.
I'd like to see a lot more partners come forward in the present. This is where IBM has stepped forward previously and helped me in our world.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
It continues to keep up with the changing needs of the business. It's not a one-time automation.
Pros and Cons
- "It continues to keep up with the changing needs of the business. That is the strong value proposition of BPM. It's not a one-time automation."
- "The user experience, while it has improved, should continue to improve."
What is our primary use case?
It allows for model-driven development, easy to use drag and drop type configuration, integrations, reporting, etc.
How has it helped my organization?
The main business benefits, at the highest level, are to improve the customer experience and operational efficiency. Sometimes, you can't do one without the other. I am trying to improve how customers interact with organizations. These days, everybody has many channels through which they arrive. For example, even in this day and age, a lot of very large companies have siloed operations across channels, which leads to a disjointed customer experience.
We use it as a client workflow platform, because it is designed for improving client-facing and internal processes. There are other uses for the platform: rapid application development, low code development, and high performance application.
What is most valuable?
As soon as you go live, you have a bunch of changes right on the back of it. Those changes will go live in two to four weeks. It will continue to keep up with the changing needs of the business. That is the strong value proposition of BPM. It's not a one-time automation.
What needs improvement?
The user experience, while it has improved, should continue to improve. It should stay on that trajectory. These days, we are all spoiled by applications, like Amazon and Facebook, and stuff we are using in our day-to-day lives. We expect the same experience from enterprise applications as we do from consumer applications. Some of the companies which are leading the charge have minimized the gap of customer experience from consumer to enterprise. IBM and its BPM platform is moving in this direction. It still need to improve, but it's getting there.
For how long have I used the solution?
More than five years.
What do I think about the stability of the solution?
It is very stable right now. We have seen nothing but amazing results over the last six years.
What do I think about the scalability of the solution?
I have yet to come across a use case where scalability was an issue.
How is customer service and technical support?
We don't use their support. We have our own IBM experts who are certified and have years of experience.
How was the initial setup?
The initial setup is very quick.
What about the implementation team?
Most of our projects take about three people and are done in three months.
What was our ROI?
BPM is good when used for the right use cases. I will not use BPM for a trading desk that's making split-second decisions because that is not the right use case for it. When you use it for the right use cases (e.g., a loan origination process for a bank, claims processing for an insurance company, or a healthcare provider accepting a claim and settling it), processes which typically range from hours to weeks, then when you apply BPM, you bring the processes down by an order of magnitude to minutes to hours, respectively. Those are the right use cases for BPM. There's no performance issue if you use it the right way.
Our customer continue to use the product over time, which is the best indicator that they are seeing ROI from the product.
It has a low cost to implement. You'll get your money back in the same year that you complete the project.
Which other solutions did I evaluate?
One of its competitors is Appium.
What other advice do I have?
If you're not leveraging these types of technologies, you're missing out.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
Group Manager at a insurance company with 10,001+ employees
Provides the power to understand and automate processes
Pros and Cons
- "Provides the power to understand and automate processes."
- "The business would like to use the product with a lot less IT and equipment involvement."
What is our primary use case?
The power to understand and automate processes.
How has it helped my organization?
It allows the business to make changes going forward. It gives them a bit more power and accountability for some of their processes.
What needs improvement?
The business would like to use the product with a lot less IT and equipment involvement.
What do I think about the stability of the solution?
Initially, we were using the cloud solution for BPM. As we keep building up the versions, it has become a better solution for us. There were some things we stumbled stumbled upon that we would have expected a bit more advanced information from IBM, but we are now more informed.
What do I think about the scalability of the solution?
We are going to try out a hybrid solution: on-premise and cloud. So, we will see in the future about how scalable it is.
Which solution did I use previously and why did I switch?
We were building isolated solutions using SharePoint or other tool. So, it seemed to make a bit more sense to say, “Can we use something that's more of an industry standard tool to utilize?"
How was the initial setup?
The initial setup was straightforward, especially on the cloud.
What about the implementation team?
We used an IBM partner for installation.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Principal Consultant at a tech services company
Our customers use the solution as a workflow platform to manage their processes
Pros and Cons
- "Our customers use the solution as a workflow platform to manage their processes."
- "Better integration with other products in the automation suite."
What is our primary use case?
A good portion of our customers are in the financial services industry, so back office processing related to financial services.
How has it helped my organization?
The main benefits would be getting previously undocumented processes under control, improving efficiency, eliminating redundant work, and a few of them being able to achieve some sort of compliance requirement.
Our customers use the solution as a workflow platform to manage their processes. They typically model processes with human and system activities. Then, they use the workflow engine to coordinate those activities making sure work progresses, providing visibility metrics and tracking.
With a regional bank, they used it to update some of their back-end processes for their credit division. It definitely enabled them to change their processes and become more efficient.
We have used it in conjunction with operational decision manager, in several cases.
What is most valuable?
- Visualizing the process.
- Quickly build a solution.
What needs improvement?
Better integration with other products in the automation suite; easier to integrate with IBM's Operational Decision Manager and content management system.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
Scalability is very good provided you bear it in mind during implementation phase. It's possible to do bad things that will affect you later with scalability.
How was the initial setup?
The initial setup is fairly complex. Luckily, we have a few people in our company that know how to do it. It is just a question of having the right resources.
We implemented the solution at the right time for our company and customers.
What was our ROI?
Our customers do see ROI. They'll identify some particularly painful or uncoordinated processes to start with, then build out from there, picking off low hanging fruit.
Which other solutions did I evaluate?
We are purely IBM. However, we do run into Pega BPM when we are evaluating BPM solutions.
What other advice do I have?
I would recommend IBM BPM.
It comes down to the speed of implementation: How fast can we build something which our customers can use in their business and run with.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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The new spark based bpmui is really powerful as compared to previous version. It reduces approx one third time of UI development effort. It provides lot of flexibility to implement the features those were difficult to achieve or time consuming activity.