Compare workflow software

In worse cases, there is massive loss of data that users have…. Poor accounts receivable AR management leads to a number of cash flow problems. These, in turn, create a ripple effect that affects every aspect of your company. Without a methodical approach to…. Workflow Software Table of Contents. What Is Workflow Software? You may also like. December 3, Is digital marketing an effective way to produce November 23, August 23, Leave a Comment Cancel Reply Save my name, email, and website in this browser for the next time I comment.

Related posts. Choosing the right workflow management software depends on the size of your business. Consider the following buyer types:. Small and midsize businesses. These businesses typically operate as establishments with up to employees. They should look for a workflow management solution that offers cloud or web-based deployment, rather than having to be installed on-premise.

Cloud solutions do not require a substantial initial investment and can be accessed from any device with an internet connection. Large enterprises. Enterprise companies often have large, dispersed workforces, which means they require a workflow management solution that is both scalable and highly flexible in order to effectively manage data, structure workflows and make sharing information across the organization easier.

Such companies may seek advanced features and capabilities, including business process automation, the ability to manage multiple projects, teams and workflows and integration with third party systems Other essential components in a workflow management solution may include workflow engines, administration and monitoring, process design tools, compliance management and client tools.

Government agencies. Government institutions deal with large amounts of information on a daily basis. They must disseminate this information, in an organized way, across multiple departments that use different applications. As a result, they require a solution that offers seamless integration capabilities with other systems.

The ideal solution should allow them to clearly define workflows and reduce the workload of their administrative staff. It should also be able to turn raw data into meaningful information that can be accessed by multiple departments in real-time. Additionally, the solution should come with notification functionalities that allow people involved in a project to quickly escalate issues to the appropriate parties.

Software Advice uses reviews from real software users to highlight the top-rated Workflow Software products in North America. Get Advice. Visit Website Learn More. ClickUp FrontRunners ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Digital Business Transformation Suite Enterprise Process Center, by Interfacing Technologies, is a business process management BPM suite that provides businesses several digitization and management programs within a single platform.

Pipefy FrontRunners Pipefy is an onboarding software that helps HR teams reduce the need for data entry and manual processes. Forecast FrontRunners Forecast is a full suite solution that helps professional services organizations finetune operations and finances with the help of intelligent project automation.

Asana Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. Process Bliss Process Bliss helps systemise your business, eliminating the daily chaos of running a business and enabling teams to work better together, consistently.

BigTime This cloud-based software features time tracking, expense management, invoicing, project reporting, and seamless QuickBooks integration Connecteam Connecteam was designed and built as a true all-in-one solution. Opal Opal is a planning platform connecting strategy to execution. Kissflow Workflow Kissflow is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance.

Dock Dock is a HIPAA-compliant workflow management solution designed to help businesses manage employees' tasks and improve collaboration among physicians. Teamwork FrontRunners Teamwork is a cloud-based project management solution that provides businesses functionalities to manage different operations of a project. Backlog Backlog is a cloud-based project management and issue tracking solution that caters to development teams working with design, marketing and IT teams. View all products.

Popular Comparisons. Buyers guide. Custom workflows in Wrike Common Functionality of Workflow Management Software Most workflow management software solutions come with some or all of the following capabilities: Task assignment Enables users to automatically or manually define processes for assigning tasks to various users at the same time. Also allows users to reassign tasks to different users and modify deadlines, if needed.

Automatic notifications Sends automatic email or text notifications to users about the status of tasks, such as when a task is first assigned, pending, completed or when an edit is made by another user. Follow-up notifications can also sent to ensure accountability. Reporting Allows users to extract exact information and view it on a dashboard when they are running reports. Drill-down capabilities enable users to retrieve details about various functions such as marketing activities, production estimates and out-of-pocket expenses.

Graphical process modeling Enables users to generate and access data through a user-friendly interface that requires minimal training. Intuitive graphical representation of existing and future workflows also simplifies the understanding of workflow processes. Role-based access control Defines the roles and responsibilities of each user and grants them role-based access to modify processes or access or edit separate workflow phases.

Mobile access Allows users to access workflows via mobile devices or an app for offline workflow. Ensures that users can view processes, records and other information in areas with no or limited internet connectivity. Benefits of Workflow Management Software Businesses can realize multiple benefits by adopting workflow management software, including: Increased efficiency.

Another obvious factor when it comes to choosing any software is its price. As every business has its own unique needs, you may not require all the features that the workflow software is offering. Now that you know what to look for in a workflow software solution , where do you start looking?

While this speeds things up, it also frees up your resources for tasks that actually require their input. A workflow automation in ClickUp works like this:.

If a trigger happens and a condition is true, a specific action is executed automatically. For Captain Jack Sparrow, an automated workflow could look something like this:. Click here to check out more preset Automations. Just like how a ship has a lot of moving parts, a project has tasks, deadlines, assignees, and more.

Manually keeping track of all these will wear out even an experienced captain like Barbossa. Similarly, your projects or tasks may often require some clarifications or discussions. ClickUp offers a dedicated Comment section in each task to help you have such task-specific conversations. Remote teams can also use this feature to collaborate over tasks quickly! This feature lets you set deadlines for a particular task , subtask , or List in ClickUp.

Pulse uses machine learning to analyze what your team is most focused on at the moment. Remember how your workflow management tool must have integrations? This automation software has tons of awesome integrations with various workplace software. Some of its integrations include:. ClickUp has a powerful free version that offers a host of useful project management features.

Integrify is a workflow automation software that helps you build dynamic web forms , route workflows, and monitor workflow progress. You also get industry and department-specific workflow solutions with this automation tool. ProWorkflow is a simple task management software that offers a suite of features for managing workflows easily. Best for small to medium-sized teams, this workflow system also lets you customize its appearance to suit your branding.

Flokzu is a cloud-based workflow software that helps you create and manage workflows according to your business needs. This workflow automation tool also provides various process templates to help you get started instantly.

Process Street is one of the most straightforward workflow management software available in the market. It lets you manage recurring processes, like an approval process , with various forms and permissions.

Process Street is so easy to use that even Davy Jones the captain of the Dutchman can do it.