Pega Platform

Modelling the process people take part in: a visual designer or BPMN, forms, approval steps with roles and substitutes, deadlines and escalation, and versioning of a process that is already running — judged on whether a business owner can change a process without breaking the instances in flight.

0 — Linear trigger-action chains only; no human steps, no forms and no statement on approvals or roles.

3 — A visual builder with branching and a simple approval step, but approvers are named individuals rather than roles, there are no deadlines or escalation, and changing a process has no versioning.

5 — A visual designer with conditions and parallel paths, built-in forms, approval steps assigned to roles or groups, deadlines with reminders, and versions of a process kept with the running instances on their original version.

8 — BPMN 2.0 modelling or an equivalent documented notation, substitutes and escalation chains, multi-stage approvals with four-eyes rules, forms in German with validation and file upload, a task inbox for participants, and a test or simulation mode before publishing.

10 — The process is a governed asset: version history with diff and rollback, migration of running instances to a new version documented, process analytics on cycle time and bottlenecks per step, and the design documented well enough that a business team can maintain it without the vendor.

Reaching the systems a European company actually runs: maintained connectors judged by name rather than count, a generic HTTP and webhook step, custom connectors, and a way to reach systems behind the firewall without opening it.

0 — No connectors beyond email, and no API or webhook step.

3 — A large connector count on a logo wall, with no statement of which actions each supports or who maintains them, and no generic HTTP step.

5 — Named connectors with their triggers and actions documented, including Microsoft 365 and at least one ERP or accounting system common in DACH (e.g. SAP, DATEV, Microsoft Dynamics), a generic HTTP/REST step, inbound webhooks, and a documented API to start and query workflows.

8 — Custom connectors buildable from an OpenAPI description or code, an on-premise agent or self-hosted runner reaching internal databases and file shares, SOAP and database steps, OAuth handled per connection, and connector maintenance ownership (vendor, partner or community) stated.

10 — Integration is engineered: a versioned public API with a deprecation policy, connector changelogs, rate limits per connector published, event-driven triggers rather than polling where the source allows it, and the vendor maintaining the German-market connectors (DATEV, SAP, ELO or d.velop) itself.

What happens when a step fails at 3 a.m.: retries, error paths, alerting, an execution history someone can search, limits on runtime and throughput, and a status page that admits incidents.

0 — Nothing stated about failed runs; an error stops the workflow silently.

3 — Failed runs are marked and an email is sent, but retries are manual, execution history is short or undocumented, and runtime and throughput limits are unstated.

5 — Automatic retries with configurable back-off, an error path or error workflow, a searchable execution log with input and output per step, failure alerts by email or chat, and runtime, payload and rate limits documented.

8 — Replay of a failed run from the failing step, idempotency guidance, queueing and concurrency controls, execution history retention stated per plan, monitoring exportable to the customer's own tools, and a public status page with incident history and an uptime commitment.

10 — Operations are designed for production: an SLA with service credits, horizontal scaling or high-availability setup documented for self-hosted installs, dead-letter handling, end-to-end tracing across workflows, and post-incident reports published.

Keeping automation from becoming shadow IT: roles and permissions, SSO, where connection credentials are stored, separate environments with controlled publishing, an audit trail of changes and approvals, and what the execution log retains of the payload. An approval record is also a record of employees' behaviour, so what the trail captures matters to a works council.

0 — Single-user accounts or one shared login; no roles, no audit log and no statement on credential storage.

3 — Admin and member roles and shared team folders, but credentials are visible to anyone who can edit a workflow, there is no audit log, and execution payloads are kept without a stated period.

5 — Role-based permissions per workflow or folder, SSO via SAML or OIDC, credentials stored encrypted and usable without being revealed, an audit log of workflow changes, and the retention period of execution data stated.

8 — Separate development, test and production environments with a publishing approval, SCIM provisioning, external secret stores supported, payload redaction or log-off per workflow, configurable execution data retention, and the audit trail exportable — with the fields it records about users described.

10 — Governance a works council and an auditor can both sign off: field-level masking of personal data in logs, delegated administration per department, a central inventory of every workflow and connection with its owner, certifications published (ISO 27001 or SOC 2), and documentation of what the platform records about individual users.

Where the engine runs and whether the workflows can leave: cloud regions, self-hosted or on-premise editions, the licence of the engine, and export of workflow definitions in a format another tool or a later version can read.

0 — Cloud-only with no stated region, and no export of workflow definitions.

3 — Cloud-only with a region named, and an export that produces a proprietary file only the same product can import.

5 — An EU cloud region selectable, workflow definitions exportable as documented JSON or BPMN 2.0, and an API to read definitions and execution history for backup.

8 — A self-hosted or on-premise edition with its system requirements documented, workflow definitions versionable in Git, the engine's licence published, and a documented migration path between cloud and self-hosted in both directions.

10 — The customer owns its automation: an open-source or source-available engine, definitions in an open standard executable elsewhere, air-gapped installation supported, and a stated exit process that hands back definitions, credentials metadata and execution history in documented formats.

Who the contracting entity is, where workflows execute and where execution logs with their payload copies are stored, and who the subprocessors are — including the AI model providers behind any AI steps. Independently sourced by the sovereignty pipeline. A self-hosted edition counts only for the data that actually stays on the customer's servers.

0 — Non-EU vendor and contracting entity, execution location unstated, and subprocessors unnamed.

3 — An EU region offered as an option while the contracting entity is non-EU, or the subprocessor list is absent, or AI steps send data to model providers of unstated location.

5 — EU execution and log storage as standard and an EU contracting entity, but parts of the chain — AI steps, support access, telemetry — are non-EU without an explained safeguard.

8 — EU execution on named infrastructure, EU contracting entity, subprocessor list published with locations including AI providers, a DPA covering execution payloads, and a self-hosted option that sends no workflow data to the vendor.

10 — Sovereign end to end and evidenced: European ownership, entity, hosting and every subprocessor, AI steps runnable on European or self-hosted models, certification published, and a self-hosted edition that works without any call home.

Whether a buyer can compute the monthly cost of their own processes from public pages alone: what the billing unit is (task, operation, execution, run, user or flow) and what counts as one, the allowance per tier, overage prices, and the cost of premium connectors, self-hosting, environments and AI steps.

0 — No public prices at all; every tier is a sales conversation.

3 — A starting price exists, but the billing unit is undefined or what counts as one task or execution is unstated — the invoice is unknowable.

5 — Tier prices public with the billing unit defined and the monthly allowance given, but at least one commonly needed piece (overage, premium connectors, extra environments, self-hosted licence, AI steps) is unpriced.

8 — Every tier priced publicly with its unit, allowance and limits, overage priced per unit, premium connector and add-on prices listed, self-hosted licensing stated, minimum term and VAT treatment given.

10 — Complete price computability: the monthly cost derivable for a given number of workflows, runs and steps per run, with a published calculator or worked examples, every add-on and overage on a public page, and the effect of loops and retries on the count explained.