Tool Evaluations

Visualization of a structured decision-making process for tool evaluations in the selection of enterprise software.

Structured BCM methodology for vendor-independent evaluation of CRM, CX, AI, and ERP tools

Selecting the appropriate software can be a challenge. In addition to an often confusing market environment, the goal is to cover diverse functional and technical requirements as well as possible and to find an attractive tool even under commercial aspects.

We help you find the right software tool for customer management and for the orchestration of your business processes. With the BCM. Tool-Analyzer, we support you in CRM tool evaluation and ERP tool evaluation with transparent and comprehensible tool selection decisions through far-reaching “objectification” of subjective evaluations. Furthermore, the selection process is slim and efficient through the use of extensive preliminary information and templates.

With our long-proven and widely used methodology for tool evaluation, you lay the foundation for a software tool that covers your needs and supports you in the best possible way in your daily business.

CRM Tool Evaluation with the BCM Tool Analyzer Tool-Analyzer

Companies that want to align themselves in a customer-centric manner require a suitable CRM tool to orchestrate their customer-related processes in marketing, sales, and service that adequately supports them.

With a CRM tool evaluation, you receive structured, objective decision support to find and implement the right CRM tool for you.

Based on your requirements and framework conditions, we first use the BCM Tool Analyzer to identify fundamentally suitable CRM tool candidates (long list).

In a subsequent holistic requirements analysis, we validate the requirements catalog in the BCM Tool Analyzer and individualize it to your specific needs. On this basis, we accompany an RFI process (Request for Information) with the vendors on the long list.

After evaluating the results from the RFI process, the vendors are reduced to a short list. These vendors perform a tool demo or a Proof of Concept (PoC) based on previously defined use cases.

Finally, the final evaluation and result consolidation from the RFI and tool demo or PoC takes place. This provides you with a transparent and comprehensible decision recommendation for a suitable CRM tool. This is based on the “requirements fit,” the evaluation of tool demos/PoC (use case execution), and commercial aspects (e.g., license costs).

Let's talk

Would you like to find the right CRM or ERP system?
We’re happy to support you in making a well-founded decision and minimizing risks early on.

ERP Tool Evaluation with the BCM Tool Analyzer

The operationalization of your corporate and ERP strategy requires tool-based support that helps you handle your business processes digitally, efficiently, and with a high degree of automation.

With an ERP tool evaluation, you receive structured and objective decision support to find and introduce the ERP tool that is right for you.

Based on your requirements and framework conditions, we first use the BCM Tool Analyzer to identify fundamentally suitable ERP tool candidates (long list).

In a subsequent holistic requirements analysis, we validate the requirements catalog in the BCM Tool Analyzer and individualize it to your specific needs. On this basis, we accompany an RFI process (Request for Information) with the vendors on the long list.

Nach Ergebnisauswertung aus dem RFI-Prozess erfolgt eine Reduktion der Vendoren auf eine Short-List. Diese Vendoren führen auf Basis zuvor definierter Use Cases eine Tool-Demo bzw. einen Proof of Concept (PoC) durch.

Finally, the final evaluation and result consolidation from the RFI and tool demo or PoC takes place. This provides you with a transparent and comprehensible decision recommendation for a suitable ERP tool. This is based on the “requirements fit,” the evaluation of tool demos/PoC (use case execution), and commercial aspects (e.g., license and implementation costs).

Let's talk

Would you like to find the right CRM or ERP system?
We’re happy to support you in making a well-founded decision and minimizing risks early on.

Further relevant services in the field of Tool Evaluations

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We look forward to your inquiry

Whether it’s an initial idea or a specific project: we listen, think along with you, and develop tailor-made solutions together. Talk to us about your goals – we look forward to getting to know and supporting you.

Or give us a call

at +49 (0) 172 4142 255

We look forward to meeting you!
Yours, Thomas Hamele

We look forward to meeting you!
Yours, Thomas Hamele

Profile pic of Thomas Hamele, BCM. GmbH

ERP-Toolevaluierung mit dem BCM. Tool-Analyzer

Marktwachstum und der Ausbau eigener Marktanteile erfordert eine Tool-seitige Unterstützung, die Ihnen hilft, Ihre Geschäftsprozesse digital und mit hohem Automatisierungsgrad abzubilden. Nur mit einem leistungsfähigen Backend-System ist eine effiziente Skalierung Ihrer Geschäftsaktivitäten möglich.

Mit einer ERP-Toolevaluierung mit dem BCM. Tool-Analyzer erhalten Sie eine strukturierte und objektivierte Entscheidungsunterstützung, um das für Sie passende ERP-Tool zu finden und einzuführen.

In einer ganzheitlichen Anforderungsanalyse validieren wir den Anforderungskatalog im BCM. Tool-Analyzer und individualisieren diesen auf Ihre spezifischen Bedürfnisse. Auf dieser Grundlage begleiten wir einen RFI-Prozess (Request for Information) mit geeigneten Tool-Anbietern.

Die Vendoren führen anschließend eine Tool-Demo bzw. einen Proof of Concept (PoC) auf Basis zuvor definierter Use Cases durch. Abschließend erfolgt die finale Auswertung und Ergebniskonsolidierung aus dem RFI und aus Tool-Demo bzw. PoC.

Durch die ERP-Toolevaluierung mit dem BCM. Tool-Analyzer erhalten Sie eine transparente und nachvollziehbare Entscheidungsempfehlung für ein für Sie geeignetes ERP-Tool. Damit schaffen Sie die Voraussetzungen, den “Maschinenraum” Ihres Unternehmens skalierbar und zukunftsfähig für Marktwachstum und Neugeschäft aufzustellen.

AI Strategy & AI Use Cases in Customer Management (CM)

Securing and increasing revenue and profitability is often constrained by high costs and inefficiencies in the orchestration of business processes. “Classical” customer management approaches frequently reach their limits here, as conflicts of objectives can arise, for example, between cost efficiency and the creation of a high customer experience.

AI-based customer management can provide a remedy in this regard and resolve these conflicts of objectives. However, a targeted transformation requires a suitable and implementable AI strategy. With its help, relevant use cases can be identified and the necessary data foundations and platforms as well as the procedural, organizational, and technical requirements for a data-driven transformation can be created.

Based on the prioritized AI use cases and the previously clearly defined strategic guardrails, the AI strategy is then elaborated and detailed. An implementation roadmap and the planning of the transformation initiatives then create the prerequisites for a consistent and systematic implementation of the measures and goals defined in the AI strategy.

Mit AI-basiertem Customer Management kann die Reduktion von Kostentreibern ohne Einschränkungen der Qualität Ihrer Leistungen und ohne Einbußen bei der Customer Experience erfolgen. Dadurch schaffen Sie neue Handlungsspielräume für mehr Wachstum und wirtschaftliche Stabilität.

BCM. Maturity Assessment Data-driven Organization

Revenue growth does not automatically mean greater profitability – for example, when it comes with high sales and service costs. In addition, companies often lack a suitable, fact-based decision foundation for focusing on high-value customers.

Data and the resulting insights about customers as well as their needs and preferences, the value of business relationships, and the steering of business processes & corporate goals are therefore more than ever a critical success factor.

In the BCM. Maturity Assessment Data-driven Organization, we work with you in a maturity workshop to develop an as-is and target image for your company as a data-driven organization and conduct a gap analysis. On this basis, measures and recommendations for action are then derived for each maturity dimension. An implementation roadmap locates the measures to be implemented “on the timeline” and serves as the basis for a systematic implementation of the transformation path toward a data-driven organization.

As a data-driven organization, you have the necessary transparency and decision foundation to steer your business. This gives you decisive levers to uncover correlations, focus on high-value, profitable customers, and thereby secure and increase your revenue and profits.

Prozess-Management & Prozess-Optimierung

Viele Unternehmen leisten viel für Ihre Kund:innen – doch insbesondere interne Abläufe kosten oft mehr Zeit, Geld und Energie als nötig.

Dabei sind gut funktionierende, kundenbezogene Prozesse und Geschäftsprozesse eine wichtige Grundlage für die Qualität des Customer Managements und die reibungslose Orchestrierung Ihrer Geschäftsaktivitäten. Sie stellen wichtige „Moments of Truth“ dar und sind eine bedeutende Basis für Kundenzufriedenheit und -loyalität und bieten signifikante Effizienz- und Kostenpotenziale.

Im Themenfeld Prozess-Management & Prozess-Optimierung sichten wir Ihre bestehenden Prozesse und Prozess-Dokumentationen und erarbeiten eine Process-Map als Überblick über Ihre kundenbezogenen Prozesse und Geschäftsprozesse. 

Eine Prozessanalyse zeigt Pain-Points & Gaps und Ansätze für die Automatisierung und Digitalisierung sowie Optimierungspotenziale Ihrer Prozesse auf, die wir gemeinsam mit Ihnen umsetzen.

Mit schlanken, digitalen und optimierten kundenbezogenen Prozessen und Geschäftsprozessen fokussieren Sie sich auf das Wesentliche – Ihre Kund:innen und Mitarbeiter:innen – und bieten eine erstklassige Customer Experience und optimale Unterstützung ohne “alten Ballast” in Form von Medienbrüchen, manuellen Arbeitsschritten, unklaren Verantwortlichkeiten und unnötiger Komplexität. 

Business Analysis, Requirements Management & Functional Design

A lack of clarity and structure regarding goals & requirements jeopardizes the implementation and success of measures to acquire attractive new customers and retain valuable existing customers, as well as the generation of measurable business value.

Based on the business analysis of functional processes and domains, we holistically derive requirements and support you in requirements management. We bring a broad “methodological toolkit” that we apply situationally and embed in your preferred project methodology (classical, hybrid, or agile).

The detailing of your requirements for implementation is carried out via functional concepts, technical specifications, or epics and user stories, depending on the project methodology and approach used.

Together with you, we thereby create the foundation for the procedural, organizational, and technical implementation of coordinated measures for new customer acquisition, loyalty building, and long-term retention of your existing customers.

Project Steering & Implementation Management

Even when your requirements for measures to acquire new customers and retain existing ones are clearly defined and a “clean” conceptual foundation is in place, implementation projects can still fail without clear steering of project teams from the business side, IT, and external service providers.

In the field of Project Steering & Implementation Management, we support you, for example, in the selection and management of a suitable IT tool implementation partner.

In addition, together with you, we bring your requirements to implementation readiness and steer their implementation in the IT tool to be implemented in close coordination with the project team and the implementation partner.

Through continuous change management, we ensure early user involvement and thus promote the acceptance that is of decisive importance for the success of the project.

Proactive project steering and a holistic management of your implementation projects ensure that your projects for customer acquisition and retention are successfully implemented and “really take off.”

CRM Tool Evaluation with the BCM Tool Analyzer

Acquiring promising new customers and retaining valuable existing customers requires a suitable CRM ecosystem for operational implementation. The challenge is to find, among the multitude of CRM tools, the right solution that optimally supports you in customer acquisition and retention.

With a CRM tool evaluation, you receive structured, objective decision support to find and implement the right CRM tool for you.

With the BCM. Tool-Analyzer, we first identify fundamentally suitable CRM tool candidates based on your requirements.

On this basis, we accompany an RFI process (Request for Information), during which the providers also conduct a tool demo or a Proof of Concept (PoC) based on previously defined use cases. Through a final evaluation and result consolidation, you receive a transparent, neutral, and comprehensible decision recommendation for a CRM tool or CRM ecosystem that suits you.

A suitable CRM tool or CRM ecosystem is an important foundation for implementing your customer acquisition and retention measures in a goal-oriented, efficient, and automated way – allowing you to achieve your CRM objectives.

BCM. Maturity Assessment Customer Management (CM)

Many companies invest heavily in marketing, sales, and systems – yet the results often fall short of expectations. One difficulty is that while many individual initiatives for customer acquisition and retention exist, a coherent overall picture and a coordinated orchestration are missing.

In the Maturity Assessment Customer Management (CM), we conduct a joint maturity workshop with you to perform a “positioning” of your status quo and define your desired target maturity level. A gap analysis between the current situation and the desired ambition level provides insights into the necessary measures to be implemented in the respective CM dimensions. The derived CM measures for achieving the target maturity level form the basis for a prioritized implementation roadmap.

The structured approach of the BCM. Maturity Assessment Customer Management (CM) creates a holistic, shared understanding among the various CM areas and relevant stakeholders, and develops a strategic blueprint. This broadens the perspective from individual measures to a comprehensive overall picture and outlines the necessary steps to ensure that the individual initiatives work together optimally. Through the concerted orchestration of these measures, you lay the foundation for attracting attractive customers and building long-term relationships with your valuable existing customers.