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Workflow Management Software

Workflow Management software coordinates the flow of work and ensures changes are properly implemented.

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BIC Platform includes a holistic automation solution that transforms manual activities into digital, executable workflows. Learn more about BIC Platform
With the BIC Platform as an automation tool, you can quickly transform your manual, paper-based and repetitive activities into digital forms, executable workflows and tasks automated by bots. The workflows are automated directly from domain-oriented modeling and without any programming effort. Learn more about BIC Platform

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New Zealand Local product
All-in-one job management software for professional services firms. Learn more about Projectworks
All-in-one job management software for management consultancies, engineering, architecture, and software companies. Improved resource-booking, increase utilisations, maximized billable hours, and more accurate forecasts are key results seen by customers of Projectworks. All companies see positive impacts on their bottom line - so check out Projectworks and get empowered to become more profitable today. Learn more about Projectworks

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Jira is a fully-featured workflow management tool for every team that helps plan, build, support, and market great products. Learn more about Jira
Jira is the workflow management tool for teams planning, building, and supporting great products. Thousands of teams choose Jira to organize work, assign tasks, follow team activity, and deliver their biggest ideas together. Jira is the #1 tool recommended by agile teams to get the job done. Learn more about Jira

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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. Learn more about MaintainX

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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. Learn more about YouTrack

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  • Access Controls/Permissions
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New Zealand Local product
The process mapping and workflow automation platform helping teams drive rapid deployment and scale their rate of automation up to 7x. Learn more about Flowingly
The power of mapping and automation in one unified platform. The process mapping functionality you need, without the $40k price tag. Unlike you-know-who. Flowingly's no-code automation and process builder enables teams to map their processes and automate them up to 7x faster without increasing headcount or relying on IT. - Drag-and-drop, no-code interface - Set deadlines and notifications - Complex routing and approvals - Global 24/7 support Learn more about Flowingly

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  • Access Controls/Permissions
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Our online diagramming application makes it easy to create and share workflow diagramss. Learn more about Lucidchart
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. Learn more about Lucidchart

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  • Access Controls/Permissions
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Create a professional, easy-to-use check-in experience for your visitors and guests with Honeywell Forge Visitor Management Learn more about Honeywell Forge Visitor Management
Create a professional, easy-to-use check-in experience for your visitors and guests with Honeywell Forge Visitor Management. Complete with fully customizable branding, badge printing, SMS notifications, and emergency alerts. Flexible plans and pricing are available for any workplace. Learn more about Honeywell Forge Visitor Management

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  • Access Controls/Permissions
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Kantata is the only end-to-end workflow management tool that helps services orgs of 50 to 5000+ manage the entire project lifecycle. Learn more about Kantata
The Kantata Professional Services Cloud is purpose-built to help organizations with 50 to 5000+ employees unify resource management, project management, financial management, business intelligence and team collaboration all in one solution. Elevate your performance and unlock your potential with better operational execution throughout the entire professional services project lifecycle. Learn more about Kantata

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  • Access Controls/Permissions
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Digitize forms & complete audits, inspections, food safety, and any other tasks with ease, online or offline, with easy workflows. Learn more about Jolt
Create any type of digital form and the correct workflow. Jolt allows you to digitize your current forms and distribute them to your employees instantly. Complete audits, inspections, food safety, management walkthroughs, and any other tasks with ease. Our easy to use setup features allow you to get up and running in minutes. Setup scoring, points, corrective actions and processes to ensure that your operations run smoothly every time. Native app allows you to complete forms online or offline. Learn more about Jolt

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  • Access Controls/Permissions
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TAP gives you the power to automate the high-volume, repetitive tasks that keep you from meaningful work- without a single line of code Learn more about TAP
With TAP you can automate high-volume, routine legal work with no-code workflows for: - Legal Service Intake and Triage - Legal Front Door - NDA - Vendor Onboarding - Conflicts of Interest - Policy Exceptions - Contract Portals - Risk Assessments & More! Learn more about TAP

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  • Access Controls/Permissions
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The first team task management platform that automatically plans workflows around your events and meetings so things never fall behind. Learn more about TimeHero
TimeHero's workflow automation allows you to launch and schedule projects in seconds. Intelligently schedule workflows around meetings, events, and appointments and get more work done. Timelines, TimeSheets, and GANTTs are instantly and automatically updated as things change. Finally, you'll know when workflows are at risk of missing deadlines before they ever get behind and have the tools to bring everything back on track. Sign up and do more productive work with less effort. Learn more about TimeHero

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  • Access Controls/Permissions
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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. Combined with Interfacing’s industry leading digital Integrated Management System (IMS) it’s flagship product EPC, will significantly strengthen collaboration within IT development and operations. 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! Learn more about Digital Business Transformation Suite

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Unifocus technology offers best-in-class workforce management tools that empower managers to make smarter, faster decisions. Learn more about Unifocus
Unifocus is a global leader in hospitality workforce management technology, serving over 1,500 properties in 68 countries and 31 languages. Designed for hotels, Unifocus boosts hotel performance with intelligent analytics that automate labor budgeting and forecasting, delivering precise staffing levels and workloads by streamlining Planning & Scheduling, Time & Attendance, and Operations Management tools. Employees love the mobile app for seamless communication, with features like effortless shift swaps using the award-winning Shift Genius, and real-time prioritization of guest requests, housekeeping and maintenance tasks. Operational efficiency is accelerated with compliance alerts that allow managers to focus on what truly matters: maximizing guest satisfaction and fostering a productive, engaged workforce. Discover the future of hotel operations with Unifocus. Visit Unifocus.com today. Learn more about Unifocus

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  • Access Controls/Permissions
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A customizable contact center solution that streamlines operations with team management, automated workflows, custom fields, and more. Learn more about CaseManager
Case Manager is a customizable contact center solution that streamlines operations. - Create teams, users, and security roles. - Segment cases by department, book, customer, and more. - Customize user interfaces and data with custom fields. - Apply field-level read and write security. - Create and manage automated workflows, processes, and activities. - Generate documents in your desired format with high flexibility. - Produce management and customer reports to suit your needs. - Streamline phone and message-based customer interactions. - Embed website functionality and develop custom extensions. Run Case Manager on-premise or in the cloud. Learn more about CaseManager

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  • Access Controls/Permissions
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  • Drag & Drop
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New Zealand Local product
Super fast end-to-end workflow management software for services businesses including creative industries and consultancies. Learn more about Roll
Track leads and opportunities, manage projects, tasks, track time and keep track of every project's financial position. ROLL has a fast and efficient process. Your team and contractors will spend more time delivering projects. ROLL also forecasts future revenue for managers and business owners, giving you visibility and control. ROLL is a faster, better way of working. Learn more about Roll

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  • Access Controls/Permissions
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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. Learn more about Trello

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  • Access Controls/Permissions
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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. Learn more about Basecamp

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  • Access Controls/Permissions
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  • Drag & Drop
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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.
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. Learn more about Asana

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  • Access Controls/Permissions
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Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system! Learn more about Zoho CRM

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  • Access Controls/Permissions
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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.
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. Learn more about monday.com

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  • Access Controls/Permissions
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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! Learn more about ClickUp

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  • Access Controls/Permissions
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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 Learn more about Smartsheet

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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. Learn more about Visio

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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 6,000 of the most popular apps—no code required. Learn more about Zapier

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Workflow Management Software Buyers Guide

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.
  • 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.