Organizations manage a significant quantity of data and documents.
In today’s digital world, we have software available to handle the business process, document holidays, and perform other tasks, which would otherwise be a nightmarish endeavor if done manually.
The utilization of these tools enables us to automate the business processes, resulting in significant time savings. This article offers an in-depth analysis of the top 20 workflow software options available.
What is Workflow Management?
Workflow Software is a system that assists in managing the business documents and processes. It enables companies to effectively handle the forms and documents involved with stakeholders and teams.
It assists us in…
- Automate the process
- Follow up on pending tasks
- Get the picture of the workflow
- Manage the documents
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- Everyone has their own mindset of creating a workflow, but in general, it should look like linear on the front end and does all the complex stuff in the background.
- If you want to link the database or take some data from the website, then it should be easy and intuitive.
- Integration between other tools should be easy, For Example, if you want to transfer any document from the workflow to another tool then it should be done with ease.
- Your tool should exist on a cloud so that you can be able to access the data from any location.
- It should have some reporting features to achieve more productivity.
- If there are many workflows in a single workflow tool, SLA indicators should be there to prioritize the task
- You should get notified when you need them.
- If you want to add any complexity to the tool, you should be able to add it easily. Like if you have to add the educational details then there would be many branches or we can say many fields that need to be filled up. A good tool should make this process easier.
- As the tool is used for business purposes it is mandatory to hide the sensitive data from some users. Abstraction should be handled and the data should be preserved.
- You should get the cost of a tool on the website only and no hidden charges should be there, as transparency matters a lot.
What is Workflow Management Software?
Based on the preceding discussion, it is clear that the main objective of workflow management is to establish efficient routes for the movement of business data, ensuring timely task completion. In addition to determining the optimal data flow path, workflow management also identifies redundancies, bottlenecks, and areas for improvement. Consequently, what exactly is workflow management software? Workflow management software aids in the comprehensive administration of process flows, streamlining both simple and intricate workflows.
To ensure the effectiveness of a workflow management software, it is necessary to map out workflows, whether they are simple or complex. A simple workflow follows preset rules and a predetermined sequence, with straightforward dependencies between tasks. On the other hand, a complex workflow involves parallel workflows that must be executed simultaneously, based on intricate dependencies and conditions. Automating the workflow process becomes easier when workflows are visually mapped.
It would be helpful to understand the different types of workflows that can benefit from using workflow management software before discussing the software in detail. Sequential or simple workflows involve executing subsequent tasks based on the completion of the previous task. Applying for leave is an example of a simple workflow process, where multiple approvals are required at different stages. The manager gives initial approval, followed by approval from the finance department. The request is only forwarded to the finance department after receiving the manager’s approval. These workflows are executed in a flow chart style to ensure there are no backlogs and everyone in the sequence is progressing.
regardless of the kind of workflow – in managing the tasks that constitute the process. This software is a sophisticated platform offering adaptable tools that enhance the collaboration of teams in working on processes. Top-notch workflow management software allows users to create and optimize workflows to their advantage, identify unnecessary steps, and enhance productivity. Businesses employ workflow management software to effectively handle forms and documents between stakeholders and teams. Enterprise workflow management software assists businesses in this endeavor.
- Automate the process
- Follow up on pending tasks
- Get a picture of the workflow
- Manage documents efficiently
By utilizing the best workflow management software, you can efficiently schedule tasks, collaborate with your team, manage workloads, and track progress throughout the process. The implementation of workflow management software ensures projects are delivered effectively and maintains the quality of deliverables. Workflow software enables the precise execution of repetitive, low-value tasks without errors. It significantly enhances task management and can even automate various tasks within the workflow, such as timesheet approval, employee onboarding, and payroll. This software can be customized to suit the specific needs and requirements of individual businesses, whether it is cloud-based or on-premise. Both types of workflow management software effectively optimize workflow efficiency for businesses.
What is Workflow Management Software?
The above discussion demonstrates that the main objective of workflow management is to establish efficient routes for business data flow in order to ensure timely completion of tasks. In addition to determining the optimal data flow path, workflow management also identifies redundancies, bottlenecks, and areas for improvement. Therefore, what exactly is workflow management software? Workflow management software assists in the comprehensive management of process flows, regardless of whether they are simple or complex, allowing for the streamlining of any type of workflow.
To ensure the efficiency of workflow management software, it is essential to establish workflows, whether they are simple or complex. Simple workflows typically follow predetermined rules and sequence, with straightforward task dependencies. Conversely, complex workflows involve simultaneous execution of parallel workflows based on intricate dependencies and conditions. By visually mapping out workflows, automation of the workflow process becomes more straightforward.
To better understand the benefits of using workflow management software, it is helpful to first be aware of the different types of workflows that can benefit from its use. Sequential or simple workflows involve tasks being executed based on the completion of previous tasks. For instance, leave applications follow a simple workflow process. Multiple approvals are required at different stages, with the initial approval coming from the manager and the second approval coming from the finance department. Only after receiving the manager’s approval does the request proceed to the finance department for approval. These types of workflows are visualized and executed in a flow chart style, ensuring smooth progress without any delays or bottlenecks.
regardless of the type of workflow – to efficiently manage tasks involved in the process. This software provides teams with flexible tools to enhance their collaboration and productivity. The greatest workflow management software enables users to create and optimize workflows effectively, identify unnecessary steps, and increase efficiency to new levels. Companies utilize workflow management software to handle various forms and documents among stakeholders and teams. Additionally, enterprise workflow management software assists businesses in this process.
- Automate the process
- Follow up on pending tasks
- Get a picture of the workflow
- Manage documents efficiently
The implementation of the best workflow management software enables you to schedule tasks, collaborate with your team, efficiently manage workloads, and measure the progress of the process. By using workflow management software, projects are delivered effectively and the quality of deliverables is maintained. The software ensures accurate execution of repetitive, low-value tasks, eliminating errors. Workflow management software greatly enhances or automates various tasks in the workflow, such as timesheet approval, employee onboarding, and payroll, to cater to the specific needs and requirements of individual businesses. Regardless of whether the workflow management software is cloud-based or on-premise, both types effectively optimize workflows for maximum efficiency.
What are Workflow Management Tools?
also known as task management systems or business process automation tools – are specifically designed to optimize and streamline routine business processes. These tools utilize forms to collect data and then automate a sequential flow of tasks to process that data. These tasks within the workflow can be performed either by humans or by machines.
• Enable individuals to automate repetitive tasks • Automatically tracks and addresses incomplete tasks • Offer a comprehensive overview of the workflow, including performance metrics
In order to assist in the completion of workflows and supervise repeatable processes from a macro-level view, workflow management software is a system that must possess the following components: workflow automation software.
1. Clearly defined, repeatable processes
To ensure successful automation, it is necessary to have well-defined business processes with clearly assigned roles. Additionally, the software should follow a repetitive cycle, allowing tasks or processes to be completed repeatedly.
2. Macro-level view of the process
Users must be able to continuously monitor the status of projects or tasks in order to improve workflows by utilizing workflow management software.
3. Integration with other apps
In order to streamline processes and automate tasks, it is necessary for the workflow automation software to have the capability to integrate with current tools. This integration must occur smoothly, ensuring that data is exchanged without interruptions so that tasks and projects can be executed effectively.
4. Analytics and Reporting
In order to assess the effectiveness of the workflow management tool, it is necessary to have a reporting and analytical feature. This feature is important in measuring the productivity and success of the tool.
Types of Workflow Management Tools
Workflow management tools have been created with the intention of minimizing repetitive tasks and streamlining processes. By utilizing these tools, companies can enhance the utilization of their resources and enable employees to dedicate their attention towards more valuable projects. Several examples of workflow automation tools include:
1. Project management
Project management tools are widely used for workflow purposes, as they facilitate the coordination of people, data, and resources to enhance the process. They contribute to better team collaboration, enabling the definition, management, and improvement of work delivery on multiple occasions. By utilizing these tools, visibility and communication are enhanced amongst teams, resulting in smooth and efficient processes.
2. Sales and marketing
Sales and marketing workflow tools make the process of managing data from prospects and customers easier and more efficient. The most effective workflow management tools include built-in analytics that assist in identifying inefficiencies and expediting the process across multiple channels. These tools establish workflows that deliver personalized marketing content based on customer behavior.
3. Finance workflow management
The importance of keeping finance processes organized, compliant, and consistent for businesses can be achieved with the help of finance workflow automation tools. These tools assist in managing daily finance operations such as budget approvals, invoicing, purchase orders, and expense requests.
4. Customer service
Customer service workflow tools have the capability to automatically assign requests/tickets to agents, send auto-replies to frequently asked questions, and auto-tag access according to the submitted question. By automating customer service tasks, businesses can address a greater number of customer issues and allocate live agents to handle more intricate problems.
5. Human resource management tools
Automation tools can efficiently handle documentation and administrative tasks in human resource management. These tools enable reducing administrative oversight, offering improved employee support, and allowing HR personnel to concentrate on high-value tasks. Various tasks like new hire management, timesheet management, job postings, and time off requests can be effectively handled with the help of automation tools.
By employing a straightforward workflow management tool, resources can be liberated and process outcomes can be significantly enhanced. To utilize workflow automation effectively, a thorough assessment of the business necessities and software tool features is essential. There are multiple ways in which the utilization of workflow automation tools contributes to the enhancement of business outcomes.
Let’s examine some of the key advantages of workflow management tools, which not only accelerate business processes but also enable employees to dedicate their time to high-value work and make informed decisions.
List of Most Popular Workflow Management Software
#1) monday.com
Monday.com has the capability to manage workflows for all types of projects. With Monday.com, you can assign and monitor tasks, as well as oversee processes across various teams and projects. Additionally, it offers features such as messaging, Calendar synchronization, reminders for due dates, time tracking, Graphs & Insights, and Forms.
One advantage of this tool is that it can be highly customized. Another benefit is that it is user-friendly and offers effective collaboration options.
Drawbacks: None.
The process of deploying or implementing a system or software, typically involves a series of steps or procedures that are followed in a sequential manner to ensure successful execution.
- Cloud Hosted
- Open API
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- Windows
- Mac
- iPhone/iPad
- Android
- Web-based
#2) Jira
With Jira, you have the ability to establish and oversee tailor-made workflows that can outline the complete progression of your project. These workflows provide your team with complete visibility into a project, ensuring that all team members are in sync.
In addition, Jira also enables your team to access critical insights through ready-made reporting, allowing for increased efficiency.
Advantages:
- Highly Customizable Workflow
- Tons of ready-made templates to create workflows
- Free plan for up to 10 users
Disadvantages:
- Bit of a learning curve involved initially
The process of putting into use or implementing.
- Cloud Hosted
- On-Premise
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- Windows
- Mac
- iPhone
- Android
- Web-Based
#3) Jira Service Management
Jira is a platform that the IT team can use for quick incident response and change management. Additionally, it excels at configuring approval workflows based on risk associations, advisory board rules, and the type of change being made.
Additionally, the implementation of the best ITSM capabilities can be achieved through Jira, making it an excellent platform.
Benefits include the ability to configure approval workflows, manage assets from start to finish, and establish tailored automation rules.
Negative aspects: There is a learning curve that must be considered.
The act of moving troops or military equipment to a specific location for the purpose of military action or operations.
- Cloud Hosted
- On-Premise
- Mobile
Supported Devices:
- Windows
- Mac
- iOS
- Android
#4) Striven
By using Striven, you have access to a tool that enables you to initiate automated workflows. It includes an advanced CRM system, which can be utilized to effectively reach out to individuals with suitable messaging. Almost all stages of your CRM lifecycle can be automated. Moreover, the software assists in automating multiple HR tasks such as onboarding and hiring.
Advantages include a visual dashboard, an interface that is easy to use, a pricing structure that is flexible, smart filters, automatic task assignments, and an improved CRM system.
One drawback is that there is potential for improvement when it comes to expanding the integration environment.
The process of implementing or deploying a specific plan or strategy.
- Cloud-Hosted
- Desktop
- Mobile
Considering each step carefully, rephrase the following text while preserving the original meaning. Do not introduce new information and do not omit any information. Platform:
- Mac
- Windows
- iOS
- Android
- Linux
- Chromebook
5) ClickUp
ClickUp is a comprehensive project management software that includes features for managing processes, tasks, and time. Its Mindmaps feature assists in the planning of projects and tasks. Additionally, it provides a checklist feature that allows for the creation of to-do lists, nesting items, sub-items, and assignment capabilities.
Advantages:
- ClickUp is a completely customizable platform.
- It offers a free plan with support for unlimited tasks and members.
- It provides a lot of integrations for connecting with the productivity tools.
- It provides templates and will let you save them for the common tasks. This feature saves the efforts of doing repetitive tasks.
One of the drawbacks is that there are some negative aspects associated with this.
- No such cons to mention.
The act of deploying something or someone.
- Cloud-based
Supported devices:
- Windows
- Mac
- Linux
- iOS
- Android, etc.
#6) Wrike
With Wrike, organizations are able to utilize a cloud-based platform for managing projects and teams. By taking into account time availability, users can automate task assignments.
Users are allowed to edit the document in online mode, and the team lead can manage team efforts, track progress, and view the performance of team members.
It has integration capabilities with SalesForce, Dropbox, Slack, and Adobe Creative Cloud, and also provides an open API.
Advantages:
- It allows users to customize planning and storage.
Drawbacks:
- It is more expensive.
- It takes time to learn the software.
The process of deploying something.
- Cloud, SaaS, Web
- Mobile – Android Native
- Mobile – iOS Native
#7) SysAid
Ideal for an Intelligent Workflow designer.
With its capability to transform manual processes into digital format, SysAid simplifies workflow management. Essentially, SysAid automates the digitization of manual workflows throughout various departments. Additionally, users have the advantage of creating, sharing, and enhancing digitized workflows using the built-in workflow designer.
You can use this workflow designer to create and modify workflows without the need for coding or scripting knowledge. In addition, the software includes a user-friendly drag-and-drop interface, making the process of creating workflows from scratch even easier.
Characteristics:
- Create and Edit Workflows
- Automatic Workflow digitization
- Drag and Drop UI
- Automate repetitive tasks
One advantage:
- Highly configurable
- Automation saves a lot of time and money.
- No coding or scripting knowledge is required.
Disadvantages:
- No transparency with pricing.
The software provides 3 pricing plans. To obtain an accurate quote, it is necessary to get in touch with their representative. Additionally, a free trial is available.
Deployment options include cloud-hosted or on-premises.
#8) Next Matter
Are you searching for an improved method to manage operations? Next Matter enables you to create and implement customized operational tools, workflows, integrations, and other solutions more efficiently than ever.
Next Matter is a unified platform that is both modular and all-in-one. It can be tailored to suit the precise needs of your business’s operations, be it marketing, fulfillment and warehouse management, field service, or customer operations. With Next Matter, you can quickly develop and implement operations tools, while seamlessly managing everything from a single, cohesive platform.
Ensure that teams have the necessary tools, data, and instructions to consistently perform their jobs correctly. Provide managers with a comprehensive overview of performance tracking to prevent any omissions or oversights.
There are certain characteristics that are important to highlight:
- Build integrated workflows without code and launch them on the same day.
- Dashboard Overview provides an overview of all running operations in your organization and the status of those processes.
- Integrate all your systems and tools to eliminate double work and reduce error.
- Collaborate seamlessly and securely with internal teams as well as external people and organizations.
Advantages: The setup process is remarkably fast and the platform is easy to use. It offers a customizable dashboard with your own branding for your new “home for operations”. It also provides an excellent customer success package that includes 1-on-1 sessions and a two-week onboarding for workspace admins and power users.
One downside is that it is not a tool for project management, lacking features such as Kanban and cards. Additionally, there is no freemium version available.
The cost:
- Starter: $29 per user/mo (minimum 10 users)
- Professional: $49 per user/mo (minimum 20 users)
- Enterprise: $99 per user/mo (minimum 30 users)
- Volume discounts start at 50 users. Contact for more details.
#9) beSlick
beSlick is a team workflow system that includes a robust template builder and can be utilized to systematize operations throughout a company. Its user-friendly interface makes it easy for new users to comprehend, yet it harbors significant capabilities for accomplishing various tasks.
It is described as the only tool for managing workflows that has process improvement integrated into it. This integration includes process quality analytics, feedback on templates, and a system for recording instances when tasks cannot be completed, along with the reasons for it. This allows for workflow enhancement.
The cost perspective of this product is highly competitive, and its process workflow builder is one of the best we’ve encountered. Additionally, the template reports provide a comprehensive and detailed overview of progress on a single dashboard, which is advantageous.
Main Features
- Centralized library for templates with folder permissions.
- Workflow reporting and filtering.
- Powerful workflow template builder.
- Branching logic, attachments, dependent dates & step owners.
- Process analytics and audit logging of all activity and changes.
- Integration with 2,000+ apps using Zapier.
- Track & resolve project/process issues.
- Team task collaboration & @mention in comments.
- Pre-built template workflow library.
Advantages
- Can handle both simple and complex workflow easily.
- Built-in process improvement capabilities.
- Great workflow progress reports.
- Very good support team and implementation help.
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- Time tracking not built in.
- No public API (on roadmap).
Price – Re-phrasing Step by Step: 1. Price refers to the amount of money that is required or expected to be paid in exchange for a product or service. 2. Price denotes the monetary value that must be given in return for acquiring a particular item or availing a specific service. 3. The term “price” encompasses the sum of money that individuals have to provide in order to obtain a given product or utilize a particular service. 4. Price signifies the cost or financial commitment involved in purchasing a product or obtaining a service. 5. Price is the monetary figure that individuals are obligated to pay in order to acquire a specific item or benefit from a particular service.
- Free 14 day trial available.
- Free implementation assistance available, or charged project managed implementation.
- From $8/user/month.
- Further discount for charities, education & start-ups.
The supported devices
- Cloud, SaaS, Web (responsive)
- Mobile – Android & iOS native
beSlick is an excellent workflow management tool for teams and small businesses that combines simplicity with powerful features including a great workflow builder, reporting, and unique process improvement capabilities.
#10) Freshservice
Reshservice offers all the necessary features and functionalities for proactive IT service management. It offers efficient automation that will minimize the need for manual work and expenses. By utilizing the Workflow Automator, internal processes can be automated.
The tool has features that enable the automation of agent assignment for requests. By using Workflow Automator, you have the ability to establish your own approval workflows. This tool allows you to automate the approval workflow across various modules in the service desk.
Key characteristics:
- Freshservice provides Workflow Automator that can auto-assign tickets to the right agents or groups.
- Workflow Automator will let you set up multilevel approvals and can automate processes like employee onboarding, desk approvals, etc.
- It has features that will let you create your own set of rules for monitoring all the tickets at the service desk.
- It provides features to manage SLA violations with automation.
- You can define your own trigger rules with scenario automation and observer so that the tasks and actions will be performed as necessary.
One advantage is its uncomplicated drag-and-drop interface, which allows for the creation of workflows that can activate webhooks when a specific event occurs.
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- As per reviews, Reporting capabilities and
- Customization features.
The devices that are compatible.
- Windows
- Mac
- Linux
- Android
- iOS
The act of implementing technology on the cloud.
The cost:
- Free trial available for 21 days
- You can start for free
- Blossom: $19 per agent per month
- Garden: $49 per agent per month
- Estate: $79 per agent per month
- Forest: $99 per agent per month
#11) Bonsai
Bonsai stands out among its competitors by providing a vast selection of workflow templates, making it an exceptional multi-functional software for workflow management.
These customizable templates can be depended upon for the creation of proposals, contracts, and invoices starting from the beginning. Additionally, the software includes remarkable CRM, accounting, time-tracking, and task-management capabilities.
Advantages:
- Massive collection of customizable templates.
- Very easy to use
- International coverage across the US, Australia, the UK, and Canada.
Drawbacks:
- Only English language supported
- Limited integrations
The act or process of putting into use or operation.
- SaaS
- Cloud-Based
The supported devices are:
- iOS
- Android
- Web-based
#12) Process Street
With Process Street, you have the ability to manage both the workflow and recurring process. Utilizing this platform, we are able to regulate permissions, utilize forms, and seamlessly integrate with other applications.
Advantages:
- Easy to learn for even non-tech savvy people.
- The support team is responsive.
Drawbacks:
- Occasionally gets crashed.
- Admin controls are paid so it would be better if this could be for free.
The process of organizing and sending out resources or personnel to a specific location or task.
- Mobile: iOS native, Android native
- Cloud
- SaaS
- Web
- Installed: Mac
#13) WorkOtter
With all the features you need to manage your workflow seamlessly, WorkOtter is a rare platform that comes packed. This cloud-based software provides a flexible tool for managing your organization’s resources, portfolios, and projects.
With its customizable dashboard and advanced reporting capabilities, WorkOtter provides complete real-time visibility into your organization’s entire project workflow. The interactive workflow map of WorkOtter, which notifies you about your project’s progress, is the best aspect.
Advantages:
- Highly customizable
- Good customer support
- Bank-grade security
- Portfolio, project, resource, and time management of all-in-one tools.
- Supports powerful MS project integration
Drawbacks:
- Report generation can take time
Deployment refers to the process of systematically carrying out activities or tasks in a ordered manner.
- Cloud, SaaS, Web-based
#14) Hive
Hive allows for custom workflow design and automation of routine tasks, facilitating streamlined processes and communication. Integration with multiple apps enables centralized management of all work tasks on a single platform.
One advantage is that it is a platform filled with various features such as analytics, resourcing, messaging, file sharing, and forms. Additionally, it also supports automated workflows and provides a complete email inbox integration.
Disadvantages:
- As per reviews, its mobile app is not that good as compared to desktop the application.
The process of moving troops or military equipment to a specific location.
- Cloud-hosted
- On-premises
Supported devices:
- Windows
- Mac
- Android
- iOS
#15) Creatio
This can be used to test and control device operations. With bpm’ online, it becomes easier to handle leads, sales, and accounting operations. The product can be deployed in two ways, either as a cloud-based solution or as a premise-based solution.
One advantage is that it offers a pricing scheme based on quotes, which allows the plan to be customized based on the budget capacity.
There are no cons that we see.
Deployment refers to the process of systematically executing and implementing a plan or strategy.
- Open API
- Cloud Hosted
Support is provided for a variety of devices.
- Android
- iPhone/iPad
- Windows
- Linux
- Mac
- Web-based
#16) Kissflow
Using this, numerous business processes can be automated by a user.
This makes it easier to handle employee onboarding, vacation requests, purchase requests, and travel reimbursements by utilizing saas to manage the workflow. All these tasks can be accessed through a single dashboard.
Advantages:
- Tailor maid reporting.
- Look for the bottlenecks and handle it easily.
- Can connect you to any automation tool.
Drawbacks:
- The administration should be improved.
Supported Devices
- Web-based
- iPhone/iPad
- Android
- Mac
- Windows
The act or process of moving or positioning something, typically equipment or personnel, in a planned and coordinated manner.
- Open API
- Cloud Hosted
#17) Cflow
Cflow is a solution for automating key business workflows quickly and effectively, without the need for coding. The drag-and-drop feature in Cflow’s visual form builder allows users to create workflow forms. Users can build customized workflows based on their specific business requirements. Additionally, Cflow ensures the utmost security for business data.
- For starters, the no-code workflow software makes it super easy to create workflows. The intuitive user interface makes it super easy to operate Cflow.
- You can create workflows by simply dragging and dropping workflow elements. Cflow is the best workflow management software for small, medium, and large enterprises.
- The public form feature in Cflow lets you expose your forms to the world, allows even non-users to create public forms and the best part is that you can do that without having to log in to the application.
- Real-time reports and analytics help you stay informed on the status of the process/tasks and all the team members are aware of the status of tasks and approvals.
- Cflow provides insane levels of customer service that takes you through the entire setup of workflows, and even after.
- The access control feature in Cflow allows controlled access to business data. Seamless integration with over 1000 apps via Zapier is possible with Cflow.
#18) Shift
Shift is an all-in-one browser app for desktop that consolidates work email accounts, apps, and extensions. It simplifies business workflows and enhances productivity by providing a centralized focus for the team.
- Shift is a workstation for streamlining and collaborating across accounts and workflows.
- Shift can be seamlessly integrated with all your favorite apps and build customizable workspaces and manage inbox overload.
- With this workflow management software, you don’t have to toggle between or log in and log out between accounts.
- Customizing workspaces, extensive search across Mail, Calendar, and Drive accounts, and mixing and matching of favorite tools, are some of the features offered by Shift. You can gain access to multiple Google and Microsoft accounts easily with Shift.
- Connecting all the email accounts with your favorite web apps and tools is a breeze with Shift.
- Mission-critical tabs, bookmarks, and apps in Shift allow you to create and organize your workflows.
#19) ProProfs
This is one of the top workflow management software options that prioritizes work planning and team collaboration to assist managers and teams in effectively finishing projects, offering real-time updates throughout the project’s lifecycle.
- The intuitive dashboard allows you to manage tasks, subtasks, and deadlines efficiently and effortlessly.
- The seamless fine-sharing feature allows you to stay on top of discussions at any time, from anywhere.
- Workflow managers can easily plan, organize, and manage work from a centralized dashboard with ProProfs.
- The smart features in this workflow software make it a good fit for collaborative workflow management for different teams.
- This software can be used to generate invoices and create customized bills.
- Effective team collaboration is a breeze.
- Other features include automated workflow execution, on-the-go project development updates, cross-functional team management, Kanban boards, and Gantt charts.
- Affordable pricing options are available for small, medium, and large businesses. ProProfs changes the look and feel of how tasks are listed.
#20) Fluix
This workflow management tool makes it easy to manage field inspections, equipment maintenance, safety control, and other business operations. Additionally, it offers features such as fillable PDFs and web forms, a drag-and-drop workflow builder, granular role-based access, and integration with BI tools.
- This is a no-code workflow platform designed for industries like construction, energy, aviation, remodeling, etc, and helps companies to jumpstart workflow management.
- The chief solutions offered by Fluix are automated data capture and workflow management. The data is captured via mobile forms first and moved through appropriate workflows. With Fluix, operations between distributed teams can be streamlined easily.
- This software helps companies to digitize document processes and automate routine tasks.
- The lightning-fast deployment of the software increases the productivity and efficiency of process workflows. Companies around the world can further develop their competitive edge and keep everyone on the same page.
Benefits of Workflow Management Tools
Regardless of the specific workflow being used, workflow management tools help relieve the team of manual tasks and result in considerable savings of time, money, and resources. These tools not only expedite processes but also allow employees to prioritize high-value tasks and make informed decisions by freeing up their time.
There are several advantages to using workflow management tools.
Fewer errors and inconsistencies
When business processes rely on manual methods, there is room for human errors and inconsistencies to occur. In addition, manual processes can be laborious and require a lot of effort. Human errors in business processes can range from incorrect invoicing to inaccuracies in bookkeeping or duplication of data entries. On the contrary, workflow management tools utilize centralized and up-to-date data to perform administrative tasks, thereby minimizing the chances of data errors.
Streamlined processes
By implementing workflow automation, business processes become more visible and transparent while also eliminating bottlenecks and redundancies. The enhanced visibility ensures that projects continue to progress in the correct direction. Tasks are assigned and followed up on automatically by workflow automation tools, simplifying performance tracking and reducing process delays.
Improved productivity
By automating labor-intensive processes, teams can allocate more time to tasks that greatly influence business outcomes. Furthermore, automating essential business processes enhances overall collaboration and productivity, as employees no longer need to spend excessive time searching for information, obtaining approvals, verifying data, or engaging in continuous communication.
Seamless communication
The presence of clear workflows and automated alerts and notifications enables smooth communication among team members, ensuring that everyone understands their roles and remains updated. Smooth communication facilitates easier collaboration across different functions and ensures that everyone in the team is working towards the same organizational objective.
Deeper project insights
Reports and analytics from workflow management tools offer up-to-date information on process status. Performance metrics captured through data analytics on processes enable the identification of areas for improvement and informed decision-making on business operations.
Choosing the Right Workflow Management Tool
In order to select the most suitable workflow management tool for your business, it is necessary to carefully assess all the features provided by the software. Prior to selecting the appropriate workflow automation software, an examination of the current processes must be conducted. This analysis identifies areas of congestion in the process and determines which team will benefit from using these tools. Thorough analysis of the process enhances comprehension of the business requirements.
How should workflow management tools be?
Businesses opt for workflow software primarily because they want to address the difficulties posed by manual processes. Therefore, managing process workflows effectively requires specific features in workflow management software.
- A newly created workflow must have a linear framework in which all the complex stuff happens in the background
- Linking to the database or extracting data from the website must be an easy and intuitive process
- Integration with third-party should be a smooth process for enabling seamless transfer of data between workflows
- Alerts and notifications are required for effective follow-up of process approvals or feedback
- Real-time updates regarding the performance of the process must be provided in the form of reports and analytics
- When the workflow management software needs to handle multiple workflows, appropriate SLA indicators must be there to prioritize tasks
- As the scope of business operations expands, the workflow management software must scale up to meet the increasing demands of business growth
- Data handled by the workflow management software must be maintained at high security and safety levels
- The pricing of workflow management software must be transparent and must avoid hidden charges at any cost
One must look for the following features in a workflow management tool.
Simple navigation via a user-friendly interface
The software used for managing workflows must have a user-friendly interface that allows for simple navigation, requiring minimal training for its usage.
AI and Machine learning capabilities
AI and machine learning capabilities are essential in the software for intelligent data processing. Workflow software must incorporate AI and machine learning features to enable intelligent document processing.
Seamless integration with third-party tools
To ensure uninterrupted data exchange between business apps, the workflow management tool needs to have the ability to seamlessly integrate with third-party tools and apps commonly used in daily business operations.
Customizable workflows
In order to meet their specific business needs, it is necessary for the workflow management software to allow business users to design customized workflows. The workflow automation should be based on pre-established business rules that govern each business process.
Cloud-based operability
The software is required to enable cloud operations. It is necessary for workflow management software to function on the cloud and offer secure storage for important business data.
Data analytics and real-time reporting
The utilization of data gathered through digital forms is necessary for enhancing business performance. Customer data analysis and real-time reporting assist businesses in examining customer data and applying it to enhance customer experience and service.
As the business evolves, the scalability of the automation software is crucial. It should be flexible and capable of adjusting to changing business requirements. As the business grows, so do the demands placed on the software, necessitating its ability to scale up accordingly.
Enhanced security and data protection
To ensure security, sensitive business data must be securely handled. This includes securely storing data collected through digital forms and granting access to this data based on stakeholder authority.
To ensure that the software includes all the mentioned features, it is important to consider Cflow, a top-notch workflow management software that not only fulfills these criteria but also provides additional features such as no code workflow. By utilizing visual workflow elements, Cflow simplifies the process of setting up a workflow, which is particularly beneficial for workflow managers tasked with conveying complex data sets using the visual dashboard.
