Agiloft Custom Workflow/BPM Reviews

3 Ratings
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Reviews (1-2 of 2)

Craig Rosenblum | TrustRadius Reviewer
August 12, 2019

You're search is over, stop shopping, this is what you have been looking for!

Score 10 out of 10
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Verified User
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We use it differently today than we did originally. But it is used to communicate to our stakeholders' project status as well as a knowledgebase for all related docs, etc. It has become our trademark in the marketplace for people to receive communications that have a consistent format. We feed it with reports from a field reporting tool and it aggregates them and sends them out. This platform allows us to perform a lot of tasks with less resources.
  • Ease of use and customization
  • Reliable - Never goes down
  • Agiloft Support
  • Versatility
  • Reporting - If reporting is important, you may consider another platform like Tableau which can be fed from Agiloft
  • Sorry, just reporting
Originally we used it as a guide for a workflow and it was amazing. As I stated earlier, we currently use it to decimate status based on tasks, great. We tried to use it as more of a Project Management platform and it wasn't really the best, but it isn't made for that either. Then again, using Microsoft Project can be linked to it to communicate the milestones.
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Carly Cockman | TrustRadius Reviewer
July 13, 2017

Agiloft - without it, I'd be Agilost

Score 10 out of 10
Vetted Review
Verified User
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We utilize this unique tool to manage requisitions, approvals, and contractor ticketing. Users across the entire business create requisitions, approvals route to the appropriate budget owners (based on a developed workflow), the appropriate finance team member, the entire accounting team, then the legal team for contract negotiation and purchase order creation. Agiloft has decreased our requisition approval turnaround time by four days - a huge value add to a fast pace high volume company like ours.
  • Ease of use for both end users and administrators
  • Limitless workflow development to automate processes
  • Flexibility to integrate with other software platforms
  • We have a history of quick but unhelpful responses from customer support. Fortunately, we are able to work with our implementation specialist when support tickets require escalation. There is a clear eagerness to assist, but the communication from support lacks depth. You have to be extremely specific with your desired resolution.
Agiloft is perfect for managing requisitions, linking those requisitions to their appropriate contracts (and getting the contracts directly executed via DocuSign or Adobe), notifications on upcoming renewals, spend tracking, trend analysis, contractor access management and ticket automation, audits, and much more. The tool flexible enough to integrate with other platforms but users need to be made aware of the requirements/limitations of the integrations.
Read Carly Cockman's full review

About Agiloft Custom Workflow/BPM

According to Agiloft, this workflow and process automation solution provides a package that is comprised of a flexible and robust data model with a powerful workflow and business rules engine that enable it to map any business structure and automate the most complex business processes — all with no need for custom code.

The vendor says that instead of providing an interface to create a workflow diagram that will still need to be built by programmers, Agiloft provides a drag-and-drop graphical workflow editor that builds and documents the workflow's actual behavior as the user designs it. As a result, new processes can be automated in record time, without programming.

Agiloft Custom Workflow/BPM Features

Has featureThe graphical workflow editor controls status and state transitions and can trigger the creation of task templates or approval workflows as needed for each business process.
Has featureConfigurable business rules can validate data, send notifications, update data in linked records or external systems, run scheduled imports and exports, and more. Rules can be scheduled or triggered by events.
Has featureTask templates can be applied to any task or approval workflow type, whether parallel, sequential, or conditional. Required, optional, and ad hoc tasks and approvals are all supported.
Has featurePowerful search functionality includes historical searching and can find records which meet particular criteria. This is what often drives rule actions.
Has featureCharts, reports, and dashboards provide the insight and information you need, whenever you want it.

Agiloft Custom Workflow/BPM Screenshots

Agiloft Custom Workflow/BPM Integrations, DocuSign, Google Drive, Microsoft Exchange, Microsoft Office, Microsoft Outlook, External Databases, Active Directory/LDAP

Agiloft Custom Workflow/BPM Competitors


  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Required

Agiloft Custom Workflow/BPM Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Agiloft Custom Workflow/BPM Support Options

 Free VersionPaid Version
Live Chat
Video Tutorials / Webinar

Agiloft Custom Workflow/BPM Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux
Mobile Application:Apple iOS, Android, Windows Phone, Blackberry
Supported Countries:All
Supported Languages: All