Newgen Software’s recent inclusion among the ‘Notable Vendors’ in Forrester’s Q3 2026 Digital Process Automation Landscape marks a significant milestone for the company and signals broader shifts in how enterprises approach intelligent automation. The recognition comes at a time when organizations worldwide are under mounting pressure to accelerate digital transformation while maintaining compliance, security, and operational agility. Forrester’s independent analysis evaluates 39 vendors across a range of criteria, offering decision‑makers a comparative view of capabilities, market reach, and strategic focus. By highlighting Newgen, the report underscores the firm’s ability to deliver a unified orchestration platform that ties together content, processes, communications, and artificial intelligence into a single, governable layer. This acknowledgement not only validates Newgen’s technological roadmap but also provides prospective customers with a trusted third‑party benchmark when assessing partners for long‑term automation initiatives. In the following sections we will unpack the key trends shaping the DPA market, examine where Newgen fits within the competitive landscape, and translate these insights into practical steps that business and technology leaders can take to future‑proof their automation investments.
The Forrester Landscape report defines digital process automation as platforms that enable the creation of process applications through advanced programming principles, encompassing modeling, orchestration, dynamic case management, and AI‑led support. This definition reflects a maturation beyond simple workflow tools toward environments where intelligent agents can adapt to changing conditions and where human‑in‑the‑loop interactions are governed by clear policies. The report’s methodology includes vendor‑provided data, analyst briefings, and market feedback, ensuring a balanced view that avoids overreliance on any single metric. For readers, the landscape serves as a compass: it highlights which vendors are investing heavily in emerging capabilities such as generative AI, low‑code development, and cross‑cloud deployment, and which are strengthening core competencies like case management and compliance tracking. Understanding these distinctions helps organizations align vendor strengths with their own strategic priorities, whether that means accelerating citizen‑developer initiatives, modernizing legacy core systems, or building AI‑driven decision engines that operate at scale.
A central finding of the study is the growing ‘automation imperative’ driven by AI‑based optimism across industries. More than half of automation decision‑makers surveyed indicated that their organizations need to shift focus from isolated workflow and task automation toward comprehensive, end‑to‑end process transformation. This mindset change reflects a recognition that piecemeal automation can create silos, hinder data flow, and limit the realization of efficiency gains. End‑to‑end automation promises seamless hand‑offs between systems, real‑time visibility into process performance, and the ability to re‑engineer workflows holistically. For business leaders, the implication is clear: investing in platforms that can orchestrate multiple subsystems, manage exceptions intelligently, and provide analytics across the entire value chain will deliver higher returns than point solutions. Moreover, the shift encourages a culture of continuous improvement, where processes are regularly reviewed and refined based on data insights rather than static, manually maintained diagrams.
Forrester identifies agentic execution as the market’s primary trend, describing AI agents that construct work patterns dynamically based on contextual cues and evolving business conditions, thereby augmenting traditional, fixed workflows. Unlike static bots that follow pre‑scripted steps, agentic systems perceive goals, interpret unstructured data, and generate procedural steps on the fly, learning from outcomes to improve future performance. This capability is especially valuable in environments where processes are exception‑heavy, such as claims adjudication, regulatory reporting, or customer service escalations. By integrating agentic execution, organizations can reduce the manual effort required to design and maintain every possible branch of a process, instead relying on intelligent agents to handle variability while keeping governance controls intact. For technology architects, the rise of agentic execution calls for platforms that expose clear APIs for agent registration, provide robust monitoring of agent behavior, and enforce policy‑based guardrails to prevent drift or unintended actions.
The report also highlights a persistent challenge: scaling AI‑embedded automation from pilot projects to production‑grade operations without encountering multisystem integration gaps, human‑interaction breakdowns, or regulatory compliance issues. Pilots often succeed in isolated environments where data sources are limited and stakeholder involvement is tightly controlled. Moving to enterprise scale introduces complexities such as heterogeneous legacy systems, varied data formats, differing security regimes, and the need for audit trails that satisfy regulators. Human‑interaction breakdowns occur when automated steps fail to escalate appropriately to human workers or when user interfaces are not intuitive, leading to workarounds that erode compliance. To mitigate these risks, Forrester advises organizations to adopt platforms that offer built‑in connectors, standardized data models, and comprehensive governance frameworks that include version control, role‑based access, and automated compliance checks. Investing in such capabilities up front can dramatically reduce the total cost of ownership and accelerate time‑to‑value for automation initiatives.
In terms of market focus, Forrester notes that Newgen maintains a geographic footprint spanning North America, EMEA, and APAC, and concentrates its industry efforts on financial services and insurance, government and public sector, and healthcare. These verticals share common characteristics: high regulatory scrutiny, long‑running case‑management requirements, and a need for secure handling of sensitive information. Newgen’s emphasis on these sectors reflects a strategic decision to deepen expertise where the stakes of automation failure are particularly high, and where the benefits of a unified orchestration layer can be most pronounced. For prospects evaluating vendors, aligning with a provider that understands the nuances of their specific regulatory environment can shorten implementation cycles, reduce the risk of costly rework, and increase confidence that the solution will satisfy auditors and oversight bodies from day one.
Deployment flexibility emerged as another differentiator for Newgen, as the vendor reported offering all three primary deployment models tracked in the Forrester Landscape: hosted/private SaaS, multitenant SaaS, and on‑premises installations. Regulated industries often mandate the ability to choose where data resides and how updates are applied, making a single‑architecture approach insufficient. Hosted/private SaaS offers a dedicated environment with the operational simplicity of cloud services while preserving data isolation. Multitenant SaaS provides cost‑effective scalability and rapid provisioning for less sensitive workloads. On‑premises deployments remain essential for organizations with strict data‑sovereignty rules or legacy integration constraints. By supporting all three models, Newgen enables customers to adopt a hybrid strategy—running mission‑critical workloads on‑premises while leveraging cloud elasticity for development, testing, or seasonal peaks—thereby optimizing both performance and cost without compromising governance.
Every DPA vendor in the landscape is expected to address a set of core use cases that form the foundation of process automation. These include business workflow automation, department‑level and end‑user task automation, employee‑support agents that handle internal inquiries, endpoint orchestration that coordinates actions across devices and applications, and incident‑and‑service‑request case management that tracks tickets from creation to resolution. Mastery of these areas indicates that a vendor can support the day‑to‑day operational needs of most enterprises, providing the connective tissue that links disparate systems and personnel. For organizations beginning their automation journey, confirming that a vendor covers these basics ensures that the platform can replace manual hand‑offs, reduce latency, and improve service levels across functions such as HR, finance, IT, and customer support.
Beyond the core capabilities, Forrester invited each participating vendor to spotlight up to three extended use cases that represent areas of strategic focus. Newgen selected AI agent industry outcomes, customer self‑service, and document automation as its priorities. AI agent industry outcomes refer to the deployment of intelligent agents that are tuned to deliver measurable results in specific sectors—for example, reducing underwriting turnaround time in insurance or accelerating patient‑intake processes in healthcare. Customer self‑service emphasizes empowering external users to initiate and track processes through intuitive portals, thereby lowering call‑center volumes and enhancing satisfaction. Document automation focuses on the intelligent capture, classification, extraction, and routing of unstructured content, a critical capability in industries where paperwork still dominates. By highlighting these three areas, Newgen signals to prospects where it intends to invest heavily in innovation and where clients can expect differentiated value beyond generic workflow tools.
Commenting on the recognition, Runki Goswami, CMO of Newgen Software, articulated a vision that resonates with the broader market shift: AI is redefining the enterprise by moving automation from isolated tasks to the orchestration of intelligence across the entire business. She noted that organizations increasingly seek unified platforms that seamlessly connect processes, content, communications, and AI to drive faster decisions, operational resilience, and superior customer experiences. This perspective aligns with Forrester’s observation that integrated digital process automation platforms are becoming central to enterprise transformation. The ability to unify workflows, information, and AI into a single intelligent operating model is portrayed as a defining competitive advantage, especially as complexity rises and expectations for real‑time responsiveness grow. For leaders, Goswami’s remarks reinforce the importance of selecting vendors that not only provide robust technology but also articulate a clear roadmap for embedding AI governance, ensuring that automation initiatives remain transparent, auditable, and aligned with business objectives.
The report also flags adaptive process orchestration (APO) as the top disruptor to traditional DPA, describing a shift where visual process design is increasingly expressed as plain‑language agent instructions rather than conventional flowcharts. APO aims to replace rigid orchestration logic with adaptive, intent‑driven models that can reinterpret goals on the fly, leveraging natural‑language inputs to generate executable processes. Forrester anticipates increasing feature overlap between DPA and APO as both markets mature, suggesting that the distinction may blur over time. For prospects evaluating platforms today, this trend implies that investing in a solution with strong extensibility—such as support for low‑code agent development, API‑first architecture, and plug‑in frameworks—will help accommodate future shifts toward more adaptive paradigms. Organizations should also consider how their governance models will need to evolve to oversee agents that generate processes dynamically, ensuring that compliance controls remain effective even as the underlying logic becomes more fluid.
Based on the insights from the Forrester Landscape and Newgen’s positioning, enterprises seeking to strengthen their automation strategy can take several concrete steps. First, conduct a capability‑gap analysis that maps your current process pain points against the core and extended use cases highlighted in the report, prioritizing end‑to‑end orchestration over isolated task automation. Second, evaluate vendor deployment options to ensure flexibility—look for providers that support private, multitenant, and on‑premises models so you can align infrastructure with regulatory and performance requirements. Third, probe the vendor’s agentic and adaptive capabilities: request demos of AI‑agent workflows, inquire about governance controls for autonomous agents, and assess the ease of extending processes via low‑code or natural‑language interfaces. Fourth, establish a pilot that includes cross‑functional stakeholders and integrates with at least one legacy system to test integration resilience and compliance reporting. Finally, define clear success metrics—such as process cycle‑time reduction, error‑rate decline, and user‑satisfaction improvement—and schedule regular reviews to adjust the automation roadmap as market trends like APO evolve. By following this structured approach, leaders can turn recognition like Newgen’s into a tangible advantage that drives measurable business outcomes.