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monday.com Work OS is the fully customizable, collaborative, no-code work management platform built to optimize all types of workflows.
Learn more about monday.com
Build your ideal workflow and achieve more, with the help of monday.com Work OS. Automate all mundane, repetitive tasks such as reminders and status updates, so you and your team can focus on essential work. Assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team so everyone is aligned and up-to-date on priorities. monday.com Work OS is the fully customizable, no-code work management platform built to optimize all types of workflows.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Kissflow is a low-code application development platform that uses simple principles to solve the messy middle of internal operations.
Learn more about Kissflow
Kissflow cleans up the messy middle of internal operations by getting the right apps made by the right people. With Kissflow’s simple low-code platform, enterprise applications can be built in weeks. It’s the only platform built for multiple personas including process owners, IT leaders, and programmers.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Asana is the easiest way to organize and manage all of your team's work. See why 11,000+ customers give Asana 4.5 out of 5 stars.
Learn more about Asana
Asana is a workflow management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 135,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business.
Learn more about Zoho Creator
A workflow automation software to create custom workflows, streamline communication, and automate routine tasks efficiently to manage your business.
Build complex workflows with Creator's drag-and-drop interface. The rich suite of features, like integrations, multi-platform support, access controls, and guided scripting, makes it easier to design and automate workflows for every process.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Interfacing’s Digital Business Platform - Build Accurate Simple to Complex Workflow Apps FAST: Days and Weeks, not Months.
Learn more about Digital Business Transformation Suite
Interfacing’s Digital Business Platform is ideal to Build Accurate Simple to Complex Low-Code Workflow Apps, much faster. Your team will create, streamline, test, automate and deploy limitless workflows faster and with greater accuracy & efficiency. Quickly deploy apps from consumer focused to back-end complex critical business systems in hours, not days!
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Jira is a fully-featured workflow management tool for teams planning and building great products.
Learn more about Jira
Jira is the workflow management tool for teams planning and building great products. Thousands of teams choose Jira to capture and organize issues, assign work, and follow team activity. At your desk or on the go with the new mobile interface, Jira helps your team get the job done.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
The issue tracker designed for agile teams. An agile project management tool that can be customized to your business processes.
Learn more about YouTrack
Developed by JetBrains. YouTrack is a tool to manage your projects, configure agile boards, use reports and Gantt charts, dashboards and time tracking. Track tasks and issues, support customers requests, plan sprints and releases, create workflows, and never force your process to fit the limits of a tool again! YouTrack speaks your language, supports markdown and emoji-reactions. YouTrack is flexible enough to follow your exact process! Cloud or Standalone. Free for 10 users.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
A workflow management platform with composable architecture to automate workflows, build applications with maximum degree of freedom.
Learn more about Studio Creatio
Creatio offers one platform to automate industry workflows and CRM with no-code. With its intelligent no-code tools for app development and workflow automation, Creatio platform enables businesses from various industries, as well as system integrators and software developers, to build digital workflows for their specific business operations. With Creatio platform, you can do as much as replicate your company’s very DNA in a digital form.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign all your business documents quickly and easily.
Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign business documents quickly and easily. Discover a better way to generate professional-looking documents. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a document in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate document workflow, speed up the pipeline, and win more deals!
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
MaintainX is mobile-first workflow and procedure digitization software that increases efficiency and real-time insights.
Learn more about MaintainX
MaintainX is mobile-first workflow and procedure digitization software that allows frontline teams to know what they need to do and how to do it.
Here's what we digitize and take away from the clipboard:
-Safety Procedures
-Environmental Checklists
-Tooling & Gauge Reporting
-Maintenance Procedures
-Auditing/Inspection Workflows
-Training Checklists
We help managers to become more efficient operators by delivering real-time business insights from the field.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
360-degree view of your professional services business. Plan, manage and forecast projects, resources and finances in one platform.
Learn more about Birdview PSA
Birdview PSA is a full-cycle platform that helps professional services organizations plan, manage, and forecast projects, resources and finances in one place. With a focus on giving customers a birds-eye view into their business, Birdview PSA helps organizations manage and execute multiple projects simultaneously. BI-powered dashboards and reports allow teams to make insight-driven decisions and optimize processes for increased productivity, profitability, and efficiency.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
GoodDay is a work management platform for project, task, product, time, and team management and productive, transparent collaboration.
Learn more about GoodDay
GoodDay is a work, project, product, task, time, and team management platform that gives organizations the best tools for high-level planning, aligned with their day-to-day work, and for continuous improvement of all processes based on transparency, accountability, agility, and recognition.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Mobile app for completing inspections, audits, safety reports, orders, and many other tasks. Easy to use, enterprise grade.
Learn more about Forms On Fire
Forms On Fire is your mobile app for accurate inspections, audits, safety reports, orders, and many other tasks.
Save time with pre-filled fields using data from your systems. Save time by eliminating travel back to the office. Save 100% of the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them.
With enterprise-grade security, connections to thousands of systems, and ridiculously helpful customer service, you will delight your management team.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Intellect workflow is can be easily modified by drag-and-drop technology.
Learn more about Intellect QMS
Intellect offers dynamic workflow as part of its Business Process Management (BPM) solution, a no-code platform for digital transformation and automation. Our vision is to "empower everyone to innovate" by offering an award winning BPM platform that enables non-programmers to use drag-and-drop technology to develop forms, workflows, and reports.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Document workflow leverages the secure FileHold document repository to securely distribute the right documents to the right people.
Learn more about FileHold
For large companies; workflow is a part of FileHold Document and Records Management software that must also be purchased. FileHold provides a secure, centralized, audited, version controlled and searchable document repository. Invoices, purchase requests, travel expenses, etc. can be taken from the library and put into a review or approval process. Workflow is triggered automatically when a document is added to the library. Mobile device support from anywhere there is access to the internet.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Stacker lets you build the tools you need to power your business, from portals to project trackers and CRMs – all without code.
Learn more about Stacker
Stacker is a no-code tool for building apps to power your business and securely share data, whether you're looking for a project management tool, client portal, task tracker or custom CRM.
Sync data from Airtable, Google Sheets, Salesforce or 60 other data connectors to create a single source of truth for your team.
Build your app from scratch or use a STACKER TEMPLATE to get started.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Sensus BPM Online is an intuitive BPMS for process modeling. The application is based on the Sensus method BPM Language.
Learn more about Sensus BPM Online
Sensus BPM Online is an intuitive BPMS for process modeling and publication. The application is based on the Sensus method, a uniform methodology and clear process language to make sure team members are on the same page.
The tools allow users to create, manage, and standardize processes, as well as export them to various formats for ease of use. The software automatically manages and visualizes the various inter-relationships between processes, so you can control process relationships.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Google Workflow Made Easy.
Automate your processes on Google Workspace without writing a single line of code.
Get started for free.
Learn more about zenphi
No Code Workflow Automation built on Google for Google.
Zenphi is your one stop shop for automating your everyday business processes. It provides everything you need to automate your process, Tables, Workflows, Apps, Document Processing, etc.
Whether it's a simple expense approval process, or a complex multi-step employee onboarding process powered by state machine, document generation, e-signature, etc., zenphi enables you to automate it with a few drag and drops. No coding required.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
A powerful suite of workflow management tools for SharePoint, Office 365, and Teams.
Learn more about NITRO Studio
Easily create, manage, automate workflows with the #1 M365 workflow management tool, NITRO Studio. This unlimited workflow and forms no-code solution is favored for integration in Microsoft Office 365, Teams and SharePoint. Loved for fast, no-code set up and easy adoption combined with competitive pricing, it's no wonder NITRO Studio is the top choice. Request a demo today to see what NITRO Studio can do for your organization.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Helps streamline document workflows, compliance, and more for clinical trials.
Learn more about Florence eBinders
Digitize all of your study binder workflows with Florence eBinders™ and provide remote access for start-up, monitoring, and source data review for your sponsors. eBinders is trusted by 10,000 research sites around the globe.
Create, edit, distribute, collect, sign and review all investigator site files, electronic logs and participant binders electronically within a single platform. Speed study start-up by as much as 40%.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Flowdoh is the fastest way to build workflows + business process automation.
Learn more about Flowdoh
Flowdoh is a business process management (BPM) and workflow process automation platform that redefines organizational collaboration through optimized automated processes using a low-code workflow engine.
This allows fast workflow building and business process automation without costly and tedious procedures.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way.
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a living, breathing project hub of cross-team collaboration no matter where your work needs to happen. Trello brings joy to teamwork by making it transparent and easily shareable across boards and teams.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Basecamp is a team collaboration system designed to be straightforward, easy for teams to adopt, and perfect for team managers.
The Basecamp Way of working is used by thousands of teams that like to get work done without distractions and inefficiencies. Basecamp is opinionated about how work should flow, making it easy for teams to adopt and perfect for managers who want to get everyone in sync.
Basecamp includes all tools that teams may need to collaborate, including file sharing, messages, chat, to-dos, and Card Table.
Don't just take our word for it - see what people are saying, and give it a try with a free trial.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Trusted by 800k+ teams. Streamline workflow today!
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more.
Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week!
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Microsoft Visio is a diagramming solution that helps visualize data-connected business process flows, empower remote teamwork, and more
Microsoft Visio is a diagramming solution with a robust library of templates and shapes, data connectivity capabilities, and integrated collaboration tools to empower remote workers and teams anywhere. Create impactful visualizations using provided shapes and starter files. Edit diagrams stored online simultaneously with colleagues through a web browser to work with others anywhere securely and effortlessly. Even connect diagrams to real-time data to make decisions quickly.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet, an online work execution platform, enables project management & task collaboration that is redefining how teams work. Its easy-to-use interface, coupled with file sharing, Gantt charts, Kanban view, and work automation features have helped it quickly grow into a favorite business app for productivity.
*2015 Google Marketplace App of the Year
*2015 Microsoft O365 App of the Year
*Gartner Cool Vendor 2015 - Project & Portfolio Management
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Founded in 2011, Zapier has helped over 1.8 million individuals and businesses with their automation needs.
Zapier connects the web apps SMBs use every day so you can save time, reduce tedious tasks, and focus on what matters most. Working with a larger team? Zapier for Companies offers collaboration and security features that let you bring the power of automation to your entire organization. In just a few minutes, you can set up automated workflows that connect over 4,000 of the most popular apps—no code required.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Wrike is a workflow management software with custom workflows, shared dashboards, Gantt charts, Kanban boards, and automated approvals.
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Our online diagramming application makes it easy to create and share workflow diagramss.
Visualize and improve your business processes using Lucidchart's workflow software. Create easy-to-follow workflow diagrams in minutes with our template library.
From system design to brainstorming to project management, we support all of your communication and collaboration needs. That's why millions of users choose Lucidchart.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes.
Google Cloud Platform is cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes in all industries. Google Cloud Platform offers a scalable data warehouse powered by cloud storage and machine learning, as well as relational databases for transactions, complex queries, and more.
New customers get $300 in free credits during the first 90 days after exhausting free usage which is available across 20+ different products.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
The collaborative work management leader, helping organizations streamline and automate processes to accelerate speed to market.
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront connects the enterprise by integrating people, data, and processes with automation. Whether through project templates, streamlined review-and-approval workflows, codeless integrations, or process automations, Workfront provides the tools businesses need to improve workflow and accelerate speed to market.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
The #1 online collaborative whiteboard platform where teams get work done.
Miro is #1 collaborative whiteboard platform for teams of any size, trusted by over 45 million users worldwide. Create a simple way to manage the process and iterate faster without any constraints. Collaborate and keep everyone on your team aligned and aware, organize your workflow online, track progress and keep everyone in your team on the same page. Explore 300+ templates and interactive frameworks to start collaborating quickly with your team.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
QuickBooks is an end-to-end accounting software that can grow with your business.
QuickBooks Online Advanced (Save 50%) is a cloud-based, all-in-one, accounting and business hub solution, designed for growing, small to mid-sized businesses. Get performance reporting with highly customizable tracking tools, automated workflows, and real-time revenue and cash flow management dashboards. Seamlessly integrate best-in-class Premium Apps like Salesforce and HubSpot (CRM), Bill.com (accounts payable), DocuSign, LeanLaw & more to expand your capabilities as your business needs grow.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Teamwork.com is the only platform built for scaling client work. The best balance of functionality, price, and ease of use.
Teamwork.com is the only project management platform built specifically for client work. Deliver work on time and on budget, eliminate client chaos, and understand profitability all in one platform. Teamwork.com has more than 20,000 customers worldwide with a global team of over 350 employees. With Teamwork.com, you'll be able to track every detail, inspire team collaboration, and have full visibility into performance and profitability.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
The fastest, easiest, and highest value Workflow Management Software. Automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your dispatch, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Bitrix24 is simple and affordable workflow management software available in cloud and on premise with open source code access.
If you are looking for free or affordable Workflow Management (BPM) software, you are in the right place. Price isn't Bitrix24 only advantage. You get a set of standard business processes that don't require setup, like leave requests, business trips, expenses, purchases, general requests (internal helpdesk). These are based on your company structure and can be easily modified if necessary. Our business process designer lets you create any custom business process. Cloud, mobile and open source.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
UiPath is an RPA leader with solutions delivered to top companies wanting to automate and manage their business processes in one place.
The UiPath RPA delivers a powerful Workflow Designer that allows highly configurable workflow rules. Intuitive, flexible and easy to scale, depending on the volume of work that arises, UiPath handles any data stored in a structured format and can manipulate any application, just like a human. Users are able to set up logical graphical representation of workflow processes without any coding or scripting skills or use a powerful recorder to record workflows and enact them automatically.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
LiquidPlanner is the only Workflow Management tool with predictive scheduling to dynamically adapt to change and manage uncertainty.
LiquidPlanner is a Workflow Management solution powered by a predictive scheduling engine designed to help teams forecast accurate project timelines, optimize the allocation of people across the portfolio and rapidly adapt to change.
Use predictive scheduling to do scenario modeling, spot capacity bottlenecks and risk in real-time, and ensure teams are executing on the most important work. Plan work, predict the future, and perform beyond expectations with LiquidPlanner.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
BigTime is the engine empowering the greatest consulting firms on the planet to budget, track & bill their most important asset: time.
Consulting firms need more than just a timesheet. They need a system that unifies budgeting, project planning/execution, team communication, task management, resource management, invoicing and project financials. BigTime gives your entire team the tools they need to deliver billable work on time and on budget, giving our customers an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue. Contact our sales team to learn how.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Build workflows that establish consistency, reliability, and reduce latency.
Discover the top workflow management solution purpose-built for services businesses with 50 to 5000+ employees. With Kantata, you can connect with existing systems, empower your teams, and infuse agility into your work with Kantata's solutions specifically built for professional services. Kantata will enable your technology to work how your business works, leveraging your unique business processes so that your people can focus on what they do best.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Process Street is a modern process management platform for teams.
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding, and tenant screening.
Manage your team wiki and company handbook 100% free.
Join Salesforce, Colliers, Drift, and 3,000+ other businesses who use Process Street today.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Sine is a modern visitor management system enabling a streamlined, secure check-in experience for visitors, contractors, and staff.
Sine is a modern visitor management system enabling a streamlined, secure check-in experience for visitors, contractors, and staff. Visitors simply check in via iPad or using their smartphone. Know exactly who is on-site at all times and keep a digital record of all arrivals.
Featuring health pre-screens, touchless access, badge printing, SMS notifications, emergency alerts, customizable branding, and secure document upload. 24/7 Global Support | Robust integrations | Flexible Plans & Pricing
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.
Start your 7 day free trial today.
Workflow management software for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Start your 7 day free trial today.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Favro is the #1 app for collaborative planning within and between teams for game studios, fast-moving SaaS and agile companies.
Favro is the world's most agile, cloud-based planning and collaboration platform, where teams of any size can organize themselves around what to do and how to do it. Favro is specifically designed for team autonomy and organizational alignment. Favro collaborative planning gives you a new, next-level category of tools for the management of your company.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Nifty is the all-in-one workflow management platform to keep people, projects, and functions aligned with automated progress reporting.
Nifty is the all-in-one workflow management platform to keep people, projects, & functions aligned. With chat, tasks, goals, docs, and files all in one place — Nifty lets your team focus on actual work instead of juggling tools.
Nifty reduces project development cycles and improves team productivity by combining all of the important features of workflow management into one software. The end result is milestone-driven progress automation that keeps everyone across your organization aligned.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
OutSystems is a high-performance low-code platform that achieves serious productivity, creating serious apps with continuous innovation
OutSystems is a high-performance low-code platform that achieves serious productivity, creating serious apps with continuous innovation. Visual development tools and automation powered by AI help customers tackle strategic challenges such as application modernization, workplace innovation, business process automation, and customer experience transformation. OutSystems ensures that solutions are secure, resilient, cloud-ready, and built to scale.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Daylite is workflow management software great for teams of 1-100 employees that all use Macs, iPhone and iPads. Get streamlined!
Daylite is a powerful workflow management software great for teams of 1-100 employees that all use Macs. Streamline operations from client relationship management to deal management and project management - all in one app. Easy to customize. Define and automate processes to save time and make sure nothing slips through the cracks. Built for Macs so you can integrate with Apple Mail, share with Apple Contacts & iCal and more.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Award-winning workflow management software that is ideally suited to the unique needs of hybrid teams.
ProjectManager is an award-winning workflow management software solution that is ideally suited to the unique needs of hybrid teams. Cloud-based project planning, customizable workflows, resource management and time tracking tools enable world-class collaboration and improved productivity across the entire work cycle. ProjectManager is simple for anyone to use, yet powerful enough that companies in over 100 countries rely on it to make data-driven decisions for their projects.
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Features
- Approval Process Control
- Workflow Configuration
- Compliance Tracking
- Task Management Software
Workflow Management Software Buyers Guide
Table of Contents
What is workflow management software?
Workflow management software coordinates the flow of daily work tasks and ensures proper implementation of business processes. These systems provide a collaborative environment that lets users easily monitor and evaluate their processes.
Workflow management systems help businesses:
- Coordinate multiple projects and team members.
- Maintain accurate and up-to-date project and performance data.
- Synchronize changes across multiple calendars (such as Outlook, Google Calendar, and iCal).
- Test the effectiveness of business strategies.
The benefits of workflow management software
- Efficient approval management: In today’s collaborative business environment, almost all processes involve approval management. This means that lags in the approval process result in process delays and reduced efficiency. Workflow management software automates various stages of the approval process by letting users submit approval requests, assign approvers, and set deadlines. Upon creation of approval requests, these systems automatically send email notifications to the responsible parties.
- Effective process collaboration: Most workplace processes involve teamwide collaboration, cross-departmental collaboration, and cross-organizational collaboration. Managing these multi-method collaboration processes manually is time consuming, and burdensome. Workflow management systems help users design, customize, and monitor their collaborative processes with the help of custom forms, process flows, portals for process change requests, and approval management.
- Improved visibility of team performance: Workflow management software serves as a centralized storage location for process-related data, including ongoing tasks, pending and completed approvals, and completed tasks. Using this information, workflow management systems create reports on process performance within a business. Managers can also implement KPIs for their team members and assess employees on predefined attributes, such as timeliness and efficiency.
Typical features of workflow management software
- Business process automation: Design process workflows using a drag-and-drop interface. Users can add forms to capture data for each step of the process.
- Task management: Create standard task lists and checklists for different process stages, and track real-time task progress.
- Workflow configuration: Sequence stages (e.g., approval, review, etc.) within a process, and design process flows.
- Access controls/permissions: Manage data access for individuals or groups based on their hierarchy or department.
- Approval process control: Manage approvals at various stages; responsible parties are notified when approval requests are generated.
- Calendar management: Track due dates for activities and tasks using a calendar. Users can sync this information with calendar solutions such as Outlook and Google Calendar.
Considerations when purchasing workflow management software
- Reporting and analytics: Workflow management software eases managerial workloads by providing real-time performance reports on various process stages, such as in-progress, review, and approval. These systems can also provide insights on process improvement by helping users identify bottlenecks and eliminate redundancies. Software-generated reports also track and show individual and team performance, helping managers design training plans. Businesses should clearly define their reporting and analytics needs, and evaluate workflow management tools accordingly.
- WYSIWYG form designer: Process data lies at the core of workflow management systems. This data not only ensures the quality of deliverables at each step, but also provides users with meaningful performance improvement insights. This means that efficient data capturing is vital for workflow management software. WYSIWYG (what you see is what you get) form designers let users create forms with custom fields, fonts, formats, and layouts. This functionality also allows users to implement process logic (for example, based on a specific form selection, one process is automatically forwarded for approval), and ensures that mandatory fields are completed at each stage. Businesses with inadequate data capturing capabilities should look for workflow management systems that offer this functionality.
Relevant workflow management software trends
- Machine learning is driving automation in workflow management: Machine learning helps users design workflows and processes with minimal human involvement. Machine learning-enabled solutions help marketers create automated workflows for their campaigns, and let other users create automated task lists and process forms for each process stage. The adoption of machine learning among small and midsize businesses (SMBs) is growing. Our research found that 53% of SMBs are currently using or plan to use this technology in their businesses within the next two years.
- Chatbots will play a bigger role in workflow management software: Chatbots are conversational interfaces that simulate human communication and assist users with basic functions. Chatbots let users automate tasks with the help of written instructions. As an example, users can instruct a chatbot to create a new workflow or task within a process without manually navigating through the solution. With increasing chatbot adoption among SMBs , expect to see more chatbot-enabled features in workflow management systems in the next few years.