BPM-platform-based case management frameworks are configurable 'apps' meant to help solution architects accelerate the delivery of unique and flexible case management solutions. Case management frameworks (CMFs) are commercial software offerings designed to reduce the time and complexity of creating case-style process solutions by providing architectural patterns and at least some business domain capabilities 'out of the box.' Work is caselike when each work item — each case — requires unique handling, involving complex interactions between content, people, transactions and business or regulatory policies in order to deliver an optimal outcome. Case-style processes do not progress in a serial or completely predictable fashion. Rather, they often require multiple dependent workflows to be orchestrated, making them particularly complex to architect. Very often, caseworkers need the flexibility to decide the best next action for a case, rather than following a prescribed workflow.
Gartner defines business orchestration and automation technologies (BOAT) as a consolidated software platform that delivers enterprise process automation by enabling capabilities including orchestration of business processes, enterprise connectivity, low code development and agentic automation. A BOAT market typically includes a cross section of certain capabilities from different markets such as business process automation (BPA), low-code application platforms (LCAP), integration platform as a service (iPaaS), intelligent document processing (IDP), robotic process automation (RPA), collaborative workflow management, and document management. However, this list is not necessarily all encompassing.
Gartner defines business process automation (BPA) tools as software that enables the design, execution and monitoring of business processes involving diverse sets of systems and humans. BPA tools provide an environment for developing, running and monitoring business processes that incorporate process models (and other business, decision and data models) enabling automation of business operations. BPA tools play a crucial role in streamlining business processes, thereby increasing efficiency, reducing human error and enabling better decision making across various functions and industries.
Gartner defines the CRM customer engagement center (CEC) as a cohesive set of software built around core case management tools, dedicated to providing customer service and support by engaging with customers, and intelligently orchestrating the processes, data, systems, and resources of an organization.
Gartner defines enterprise low-code application platforms (LCAPs) as software platforms for the accelerated development and maintenance of applications, using model-driven development tools, generative AI and prebuilt component catalogs for the entire application’s technology stack. Enterprise LCAP features include support for the collaborative development of all application components; runtime environments for high performance, availability and scalability of applications; and application deployment and monitoring with detailed usage insights. Enterprise LCAP platforms feature governance controls and insights, self-service capabilities, APIs for integration with external DevOps tooling, success management with exhaustive technical documentation, training programs and a comprehensive global partner network. Enterprise LCAPs provide the foundation for developing a wide range of applications and application components with distributed data architectures, including complex multimodal front ends, business workflows, agentic AI and integration capabilities. The enterprise LCAP market is closely related to the citizen application development platform (CADP) market, as they both aim to address the use cases listed below. However, they are distinctively different in terms of the target audience and complexity of the applications built on the platform.
Gartner defines multichannel marketing hubs (MMHs) as software applications that orchestrate personalized communications to individuals in common marketing channels. MMHs optimize the timing, format and content of interactions through the analysis of customer data, audience segments and offers. MMHs are foundational for multichannel marketing, customer journey orchestration and next best action programs.
An MXDP is an opinionated, integrated set of front-end development tools and “backend for frontend” (BFF) capabilities. It enables a distributed, scalable development approach (in terms of both teams and architecture) to build fit-for-purpose apps across digital touchpoints and interaction modalities. At minimum, an MXDP must support cross-platform development and building of both custom iOS and Android app binaries, responsive web apps, and at least one of the following: PWAs, chatbots, voice apps, wearables and Internet of Things (IoT) apps, and augmented-reality (AR) and mixed-reality (MR) apps.
Process mining platforms offer comprehensive analysis of end-to-end processes by extracting event data from information systems. This includes automated process discovery (extracting process models from an event log), conformance checking (monitoring deviations by comparing model and log), social network/organizational mining, automated construction of simulation models, model extension, model repair, case prediction and history-based recommendations. Process mining platforms extend process mining capabilities via advanced process analytics, process improvement detection and process improvement recommendations.
Gartner defines robotic process automation (RPA) as software that automates tasks within business and IT processes using software scripts that emulate human interaction with the application UI. RPA enables a manual task to be recorded or programmed into a software script, which users can develop through programming or by using the RPA platform’s low-code and no-code GUIs. This script can then be deployed and executed into different runtimes. The runtime executable of the deployed script is referred to as a bot or robot.
Sales force automation (SFA) platforms are AI-enhanced tools that streamline sales tasks, helping teams manage buyer interactions across various channels. By using AI, these platforms optimize sales activities with advanced analytics and actionable insights, improving contact, pipeline and opportunity management. AI features like machine learning and natural language processing enable platforms to predict customer needs, personalize strategies and guide sellers through complex processes. AI-driven tools aid in forecasting and decision making, allowing teams to anticipate market trends and customer behaviors. SFA platforms enhance the user experience for sellers, ensuring scalability and facilitating seamless buyer-seller interactions and shared customer experiences, and providing leaders with visibility. SFA is a foundational sales platform implemented to automate and augment an organization’s core sales processes while utilizing AI and advanced analytics. It enhances the seller’s ability to engage with customers on all interaction touchpoints and devices. It not only optimizes sales-relevant tasks but also provides actionable next best actions for improved sales contact, pipeline and opportunity management.
The social customer service market comprises applications that support social media as a component of an overall customer service strategy. Gartner classifies an application provider as a social customer service vendor if it supports customer service in one or two specific types of function: External communities: Often referred to as peer-to-peer communities, this software enables customers and partners to blog, post, rate products/services and construct ideas, as well as support peer interactions and offer incentives for loyalty. Social media engagement: Going beyond just monitoring social media for brand mentions, these applications are capable of responding to constituents on popular social networks and have case management.
Gartner defines task mining as a combination of techniques to infer useful information from low-level event data available in UI logs derived from the underlying operating system or through observing application UI interactions. This data comes from individual users or a cohort in the form of screen recordings, keystrokes, mouse clicks and data entries. Additional mining capabilities interpret the data by applying natural language processing (NLP), optical character recognition (OCR) and artificial intelligence (AI) techniques to correlate data in different ways. Task mining helps an enterprise identify inefficiencies and automation opportunities, increase worker productivity, and enhance the employee experience.