BPM Tools for Regulated Industries: What to Consider

BPM tools for regulated industries need to go beyond organizing workflows: they must offer security controls, granular permissions, and enough traceability to meet compliance requirements in areas like finance, healthcare, and services.

Companies in sectors like finance, healthcare, and legal services deal with sensitive data and external audit rules. A poorly controlled process in these sectors isn't just inefficient, it can create regulatory exposure.

That's why choosing a BPM tool in these contexts requires additional criteria, beyond ease of use or price.

Common risks in regulated industries without proper controls

Overly broad access to sensitive data, with no segmentation by role
No history of who changed what and when within a process
Critical processes documented only informally, outside any system
No recognized security certifications on the tool in use
Relying on spreadsheets to control approvals that should be auditable

What to evaluate before choosing a tool

Recognized security certifications, such as SOC 2 Type I and II
Configurable permissions by role, field, and action, not just by user
Regular penetration testing and access audit practices
Traceability of deadlines and response times for critical steps
Data encryption in transit and at rest

How Jestor covers regulated-industry requirements

Jestor holds SOC 2 Type I and II certifications, with regular penetration testing and encryption
Jestor's granular permissions by role, field, and action limit access to sensitive data based on function
Jestor's SLA tracks deadlines and response times with alerts, important for auditing critical processes
Enforce, a BTG Pactual affiliate, and Asaas used Jestor to structure processes with this level of control

Frequently asked questions

Does every BPM tool meet regulatory requirements? No. You need to check specific certifications and security controls before choosing. Learn more at jestor.com.

What is SOC 2 and why does it matter? It's a certification that evaluates security, availability, and confidentiality controls for data in systems.

Does BPM replace a dedicated compliance system? It doesn't replace it, but it helps document and track processes that later feed compliance reports.

When choosing BPM tools for regulated industries, always prioritize security and traceability over secondary features.

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