Best Practices with BPM for Investment Prioritization and Screening

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Best Practices with BPM for Investment Prioritization and Screening

Investment prioritization and screening are significant elements in the field of finance, particularly in the context of corporate finance and investment management. With an escalating complexity in financial transactions, there is an urgent need to streamline and automate these processes. This is where Business Process Management (BPM) comes into play.

What is BPM?

BPM refers to the discipline of improving a business process from end to end by analyzing it, modelling how it works in different scenarios, executing improvements, monitoring the improved process and continually optimizing it. A key part of BPM is Financial Automation, which can help companies achieve efficiency, transparency and agility in their financial processes.

Why BPM for Investment Prioritization and Screening?

Investment prioritization and screening require rigorous analysis, precision, and accuracy. BPM, especially when it comes to financial automation, ensures that these processes are not only expedited but also made more reliable and efficient.

Best Practices with BPM

When it comes to using BPM for investment prioritization and screening, there are certain best practices that companies can adopt.

1. Process Analysis

It is essential to understand and analyze your current process. This involves identifying the inputs, outputs, actors, and actions involved in the process. This forms the basis for any BPM initiative.

2. Process Automation

Once the process has been analyzed, the next step is automation. Utilizing BPM tools, the process can be automated, reducing manual intervention and thereby increasing accuracy and efficiency.

3. Process Monitoring

Post automation, it is crucial to constantly monitor the process to identify any bottlenecks or inefficiencies. This allows for continuous improvement and optimization.

4. Process Optimization

The final step involves using the insights gained from monitoring to optimize the process. This could involve tweaking the process or adjusting resource allocation to ensure maximum efficiency and return on investment.

Choose Flokzu for your BPM Needs

When it comes to BPM and Financial Automation, Flokzu is the go-to choice for many organizations. With our robust and intuitive platform, you can streamline your investment prioritization and screening processes, thereby increasing efficiency and reducing costs. If you’re a company that hasn’t automated its processes or is looking to switch platforms, we invite you to schedule a free consultancy with us. We’ll guide you through the process of automating your financial operations, helping you make a strategic transition towards becoming a more agile and efficient organization.


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Sobre el autor

Picture of Juan Moreno

Juan Moreno

I have been an entrepreneur, founder, and investor in tech companies since 2001, with a B2B vision and a focus on innovative technologies. What do I talk about? I concentrate on applied computer technology as a tool for efficiency and effectiveness in real organizations. In particular, I specialize in the digitalization and management of business processes, involving aspects of process automation, artificial intelligence, and no-code tools. I always apply a pragmatic approach, prioritizing the effective application of technologies in real businesses. My background: I am a Computer Engineer, with a PhD in Software Engineering and an MBA. I have been a university professor since 2002, currently teaching undergraduate, postgraduate courses, and giving lectures. As an entrepreneur, I founded 5 technology companies and am an angel investor in others. I am a recipient of the National Innovation Award, with dozens of academic publications and two books. My role at Flokzu: I currently serve as the Chief Strategy Officer, where I am responsible for the medium and long-term strategy of the product and the company. Part of my role is to evaluate technological trends and their incorporation to ensure that Flokzu becomes increasingly useful to our clients. It also involves understanding the reality and needs of our customers to ensure a perfect fit with what Flokzu offers. Finally, my job also includes evangelizing the discipline of Business Process Management and no-code technologies worldwide through publications, conferences, workshops, or complete courses.

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