Workflow Management Software

Get the best workflow management software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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Comindware Tracker is a non-coding workflow automation software for quick and easy streamlining routine business operations. It empowers non-technical business people to create their own web forms and workflows, get them up…
Price Range
$ $ · · ·
Starting Price
$30/month/user
Client OS
Web
Deployment
Cloud or On-Premises
Jetpack helps firms become more productive and profitable by providing a transparent, 360 view of everything that is going on in the firm. Jetpack Workflow is a recurring client and team management application. You can…
Starting Price
$25/month/user
Client OS
Web
Deployment
Cloud Hosted
The Microix Workflow Modules consist of three modules (Budget, Requisition and Timesheet ). They are designed specifically to seamlessly integrate with Sage Fund Accounting software. The Microix Budget Module is an advanced…
Client OS
Windows
Eliminate unproductive manual processes and improve efficiencies, client satisfaction and firm profits. XCMworkflow is a web based application that helps move tasks through your office thus improving productivity. Video…
Client OS
Web
Deployment
Cloud Hosted
Information technology is seen as a means by which your business can achieve agility and competitiveness. Although information technology has numerous beneficial effects on a typical enterprise, perhaps the most potent means…
Workflow DMS is an easy-to-use solution that allows users to route and manage document flow. Integrate multiple users in an office or connect additional users from different departments to create a team effort environment. In…
Purchasing Workflow provides a sophisticated workflow engine with configurable rules, routing and approval functions. An easy-to-use requisition interface creates documents that are controlled through the workflow process…
Client OS
Windows
Deployment
On-Premises
Kissflow is a digital workplace platform that helps track all work at your business, including HR, procurement, finance and operations, and more. Capabilities of these cloud products include process management, case…
Price Range
$ · · · ·
Starting Price
$9/month/user
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Jira is a project management tool designed to keep teams organized and increase productivity. Scrum and Kanban boards help visualize the progress of tasks to keep everyone on track. Custom Workflows; Agile Reporting; Scrum…
Price Range
$ · · · ·
Starting Price
$7/month/user
Client OS
Web
Deployment
Cloud Hosted
Smartsheet is a work execution platform that helps increase the speed of your business so you can make better decisions faster. Configure, adapt, and improve work processes; Speed up execution of repetitive tasks; Share…
Price Range
$ · · · ·
Starting Price
$14/month
Client OS
Web
Deployment
Cloud Hosted
Monday.com lets you plan, organize, and track in one visual space. Monday.com lets you create a custom workflow so any team in your company can work on what they need the way that is easiest for them. With Monday.com, you can…
Price Range
$ · · · ·
Starting Price
$8/month/user
Client OS
Web
Deployment
Cloud Hosted
Simple timesheet and project management software for creative teams With more than 100,000 users in over 100 countries around the globe, FunctionFox is the proven timesheet and project tracking system for creative teams…
Price Range
$ $ · · ·
Starting Price
$35/month
Client OS
Web
Deployment
Cloud Hosted

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Workflow Management Software Buyer’s Guide

What is Workflow Management Software

Workflow management software tracks real-time progress throughout a project lifecycle, assigns tasks to specific employees, and clearly describes project requirements within the system. Automated task assignments will help reduce the time spent keying in data and improve how quickly you manage your workflow.

Workflow management software helps you determine where improvements can be made to cut down on labor costs and get projects done faster. When employees log the time spent on a particular task, you get a closer look at each step of the process to see which tasks are taking too long that might be holding up your projects. With this information, you can make changes to improve efficiency.

Features of Workflow Management Software

Functionality Description
Workflow Designer Create a graphical representation of the steps and requirements of the process that is easy for users to follow.
Task Management Assign specific tasks, requirements, and deadlines to different users.
Time Tracking Record how long individuals spent working on a task towards a specific project.
Automated Notifications Automatically send text messages or emails to users updating team members the status of specific tasks - i.e. when a task is assigned or completed.
Role-based User Permissions Set user roles and permissions to give specific employees access to modify particular tasks or workflow phases.
Custom Form Designer Build custom web forms for employee onboarding, employee PTO requests, and purchase order requests.
Reporting Monitor KPIs to see which steps in the process are running smoothly and which steps need to be improved.

Benefits of Workflow Management Software

  • See where processes or projects get backed up - If workflows are interrupted and projects are behind schedule frequently, workflow management software can help you see where the hold-ups are. Work might be getting bottlenecked by one employee with too much on their plate. By having visibility into the workflow, you can take corrective action to ensure projects run smoothly.

  • Reduce administrative errors - Workflow management software can automate data entry processes, greatly reducing errors from manually inputting data. Steps in the process are also less likely to be skipped or missed. Workflow management software will notify the next person in the process when they should begin their task after the previous task is completed.

  • Improve internal communication - Workflow software lets your employees clearly see completed tasks and tasks that need to be completed in the future. Employees don’t need to hunt down the information they need about where in the process the project is, and can automatically notify coworkers when a task is completed.

  • Easy form building - Many workflow management tools have a “what you see is what you get” form builder within the system. Some of the systems have drag-and-drop functionality, so you can easily design the form the way you want with custom text and number fields, maps, dropdowns, etc.

Free Workflow Management Software

Individuals, small companies with limited budgets, and organizations just looking to test out a particular workflow management solution for a month or two can use free versions of the software.

Examples of free workflow management software include:

  • Asana - The Basic plan from Asana is a free solution for individuals or start-up teams of up to 15 people looking for simple project management functionalities. You’ll be able to view tasks and schedules, as well as assign people and due dates to tasks. Asana’s paid plans begin with the Premium plan that starts at $9.99 per user per month (billed annually) with more robust functionalities including reporting, task dependencies, and milestones.

  • Zapier - A free plan is available from Zapier for individuals. The free plan lets you have up to 5 integrations between apps like Gmail, Google Calendar, Slack, Mailchimp, and WordPress. Only the paid plans give you access to Premium Apps like Salesforce, Zoho CRM, PayPal, and MySQL. The Starter plan is for individuals and professionals and starts at $20 per month per user - it lets you have up to 20 integrations between apps. Zapier for Teams starts at $250 per month and lets you have unlimited members.

Common Pain Points Solved

  • Projects running over budget or past deadlines - Workflow software can help you see where in the process projects are being held up and where cost inefficiencies are happening. You will be able to make any necessary changes to improve delivery times and improve your ROI.

  • Important steps in the process being missed or skipped - A workflow management system makes sure every step in the process is completed before moving onto the next one. When one step is completed, the employees assigned to the next step will be notified to begin. A task won’t be able to be marked as completed if the task before it is not done.

  • Miscommunication - Detailed instructions can be included in every task to avoid miscommunication as tasks are completed and moved on to other employees or departments.

Artificial Intelligence (AI) in Workflow Management

AI can automate many time-consuming back-end processes, and as the technology grows, will be able to act on behalf of employees. AI could screen applicants, approve a customer’s refund request, and automate data entry.

In a survey conducted by PwC, 20% of business executives stated that their companies plan to implement AI throughout the entire organization in 2019. Additionally, 27% already have AI implemented in multiple areas in their organization, and 15% plan to deploy AI in multiple areas in their organization.