Workflow Software TrustMap
TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.…
Airtable is a project management and collaboration platform designed to enable content pipelines, product management, events planning, user research, and more. It combines spreadsheet,database, calendar, and kanban functionality within one platform.
Nintex Workflow is a process management and workflow automation solution. It is designed for integration with Microsoft Office 365 and Sharepoint, Adobe, Salesforce, Servicemax, and Box among other third-party software.
Formstack is an online form building solution. Its drag-and-drop web form creator gives digital marketers a tool for online data collection and engagement. Users can collect payments and pass form data to popular marketing apps through third-party integrations. With Formstack, users…
Creatio is a provider of ONE platform to automate industry workflows and CRM with no code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace…
Workato is a cloud or on-premise automation and integration platform with enterprise-grade capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300 business applications and enables task automation across apps.
The SAP Extension Suite (formerly known as part of SAP Cloud Platform) enables businesses to rapidly build and enhance applications, processes and experiences. The suite helps businesses be agile and flexible while extending the value of their applications. Simplify cloud application…
KiSSFLOW is a cloud-based business process management and workflow management software designed to enable users to create an unlimited number of automated business applications with a through a simple user interface.
SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks. SmartSuite helps coordinate people and work across all levels of an organization to ensure…
Microsoft Power Automate (formerly Microsoft Flow) enables employees to create and automate workflows and tasks across multiple applications and services without help from developers. Microsoft Power Automate includes capabilities from the former Softomotive, which was acquired…
PowerApps is a low code / rapid application development product from Microsoft that allows users to quickly build apps.
Kintone is designed to help users build business applications and database apps faster and easier with its agile, no-code application as a service (aPaaS). kintone's open API can be used to connect the tools and services a company is already using in order to have a centralized, 360-…
GoCanvas in Reston offers their suite of electronic forms applications to entities in manufacturing, professional services, retail, wholesale, healthcare, and other areas, emphasizing pre-built templates and the ability to customize forms to suit your specific needs, boasting automated…
Claromentis provides organisations with a digital workplace to share information, boost productivity, connect staff, and collaborate. Starting life in the same year that Google.com was registered as a domain, Claromentis has evolved over the past 20 years to design and deliver intranets…
CoreIntegrator in Hummelstown provides AP Automation, built on the CoreIntegrator Workflow platform their solution provides organizations with made-to-order forms and workflows to meet purchasing workflow needs. Automate the Purchasing Department by streamlining Purchase Requisition,…
What is Workflow Software?
Workflow software automates and tracks a series of related activities that support a defined task. The software controls the sequence of events and coordinates the interaction between staff and work activities. It helps ensure that business and organizational processes are being conducted correctly and in the most efficient manner possible. The software allows managers to define, monitor, and oversee tasks and evaluate their related processes.
A workflow organizes and prioritizes a series of operations that consist of automated or manual triggers, rules and conditions, and actions. Multiple workflow tools can be combined into a single application that supports a business goal. Most workflow software products do not require coding to take advantage of their features. They support sequential and parallel workflows and provide portals for convenient collaboration
Workflows can be categorized as:
– most of the tasks are handled by systems and machines, minimizing, or eliminating human intervention
– workflow activities that are primarily conducted manually
– tasks that revolve around data or documents
Workflows can be customer or employee-facing and are used by a variety of industries and organizations including IT, HR, financial services, manufacturing, sales and marketing, and customer service.
Machine learning and Artificial Intelligence features are used to design workflows with limited human intervention required. Chatbots are being incorporated into workflow software to help create new tasks and automate new workflows.
Workflow Software vs. BPM and ECM
Workflow management is closely related to process management. Workflows are the building blocks of business processes. A workflow is a sequential set of activities required to complete a task. A process is a series of repeatable actions to achieve a goal. Workflow software automates workflow management, while streamlines business processes and their workflows to create an agile and efficient business. Workflow management orchestrates a sequence of tasks for a specific process. BPM manages multiple workflows and business processes. improves workflows creating more effective business processes.
Workflow Software Features
Workflow software tools will include many of these features.
- Workflow configuration - define, sequence, automate, and modify custom workflows
- Workflow engine for triggers, business rules, conditions, and actions
- Workflow templates
- Track and review workflow activities
- Create custom sequential or parallel workflows
- Graphic workflow builder, drag and drop
- Form designer, custom forms
- Task checklists and assignments
- Document and forms management
- Manage multiple tasks in parallel
- Process approval controls
- Individual and group role-based access for access, activities, and approvals
- Collaboration portals and tools
- Real-time workflow status monitoring and alerts
- Metrics, analytics, dashboards, and reporting
- Calendar management, integration with calendaring solutions
- Data import and exporting
- Cloud-based and on-premises options
- Mobile access, tablet, desktop support
Workflow Software Comparison
Consider the following when purchasing workflow software.
Scale: Large-scale operations should consider products that are scalable, flexible, and offer advanced features. Small to mid-size businesses should consider products that are cloud or web-based, which make for a less costly deployment, and minimize the need for in-house IT support.
Business Process Improvement: Software that provides robust metrics, analytics, and reporting features offers insights into bottlenecks, redundancies, and team performance. This information enables managers to streamline their operations and improve productivity.
Ease of Use: To readily take advantage of these tools, select products that are user-friendly, provide graphical interfaces, make it easy to create and update custom workflows, and do not require coding.
User-based monthly pricing usually begins around $10 a month and can exceed $50 a month. Some products are licensed by the month ranging from $900 to over $2,500 a month, others are priced by the number of workflows supported. Enterprise solutions usually require a price quote. Free trials are available.
These additional resources from TrustRadius offer more information on workflow software: