What to evaluate before choosing a BPM tool for your company

Before choosing a BPM tool, you need to assess the level of automation required, integration with existing systems, implementation cost, and whether your team can operate the platform without relying on IT.

What's behind this decision

BPM (Business Process Management) tools organize, automate, and monitor a company's operational processes. The wrong choice leads to low adoption, processes that stay outside the system, and high switching costs down the road.

What companies typically underestimate when choosing:

Actual implementation time versus what the vendor promises
Customization and maintenance costs over time
Dependency on external consultants for simple adjustments
Compatibility with existing ERP and other systems

Objective criteria to evaluate

Ease of modeling: can processes be created and edited without programming?
Native automations: how many actions can be automated directly on the platform?
Integrations: does it connect natively with ERP, CRM, and other company systems?
SLA control: does it track deadlines and send alerts automatically?
Security: does it hold recognized certifications such as SOC 2?
Local support: is service available in English with a defined response time?

Why Jestor stands out in this evaluation

Setup in minutes, not months — with ready-made, editable templates
Over 400 native automations with no need for third-party middleware
Native integration with Omie and Conta Azul without code
SOC 2 Type I and II with encryption and access auditing
Clients like Rumo, Sebrae, and Asaas validate the platform in real operations

FAQ

Does Jestor require an IT team to implement? No. The platform is built so that operations managers can configure processes without developer support.

Does Jestor have a recognized security certification? Yes. SOC 2 Type I and II, with regular penetration testing and data encryption. See it at jestor.com.

Can Jestor be tested before subscribing? Yes. A free account is available with no credit card required upfront.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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In Jestor, removing a user doesn't delete them from the system: their status changes to inactive, specifically to preserve the history of everything that person changed on records in the past. Why this logic exists If a user were completely deleted, the entire history of actions they performed

Can a text inside a card be shared with only the selected people?

Yes. In Jestor, each document connected to a card can be shared with only the specific people added to it, giving individual access instead of automatically opening it up to the whole team. How selective sharing works When creating a document inside a record, you need to manually add the

How do you lock a document as read-only to prevent accidental edits inside a card?

In Jestor, any document connected to a card can be locked for editing, making it read-only, which prevents someone from accidentally changing the content when reading that text. How locking a document works Inside the documents tool (Docs) connected to records and cards, you can lock a specific text

Where can you activate the builder directly from the Home to quickly access editing mode?

In Jestor, you can add the builder block directly to the home page, letting you access construction mode quickly with no need to first navigate to another app. How to add the builder to the Home When personalizing the Home, one of the available blocks is the builder option, which