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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Triggers and Scheduling Features and Functions



  • Generates and manages notifications and alerts, including how the alerts are registered, logged, and to whom they are posted

  • Deadline triggers (e.g., date, day-of-month, hour)

  • Threshold triggers (e.g., based on predefined attribute values for work-items, such as all claims over $1,000 should generate alerts)

  • Different types of events that can be defined as triggers of automatic actions, including timer triggers

  • Scheduled triggers (periodic events, such as every eight hours or every week)

  • Activity and work-item status (exceptions, processing status)

  • External triggering events (an external application message or an operating system event)

  • Defines automatic routing and escalation (routing to a supervisor) of a work-item as a result of a trigger activating

  • Defines automatic reprioritization of an activity or work-item as a result of a trigger activating

  • Automatically launches external applications or processes as a result of a trigger activating

  • Defines automatic generation of alerts and notifications based on triggers

  • Alerts mechanism determines whether the alerts are posted through an e-mail system, shown as a pop-up window, or created and routed as a special work-item

  • Alert logging and maintenance keeps an audit trail of the alerts that are triggered along a process

  • Participant notification warns participants about different work and process events

  • Notifies group supervisor of reporting alerts and warnings

  • Automatically calculates due dates based on services ordered with override capability

Workflow Features and Functions
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