Managing processes manually, regardless of the size of your business, may get laborious. And with the advent of “work-from-home” opportunities, it’s unsurprising that organizations are embracing the “power of the cloud” in the form of project management software, business process management tools, and more.
Workflow management software enable users to automate processes while adhering to business standards, track the status of completed and pending activities, and handle documents, among other capabilities. This distinguishes them from project management or roadmap software. Although several workflow management tools exist, I feel that an ideal workflow should be linear and aesthetically uncomplicated.
Workflow management systems enable users to automate processes while adhering to business standards, track the status of completed and pending activities, and handle documents, among other capabilities. This distinguishes them from project management or roadmap software.
Although several workflow management tools exist, I feel that an ideal workflow should be linear and aesthetically uncomplicated. Today, I’ll discuss some of the best tools available for managing and optimizing workflow management procedures.
What is the Best Workflow Management Software?
Here are my top selections for the greatest best workflow management software on the market.
Image Source: Monday.com
If you’re still utilizing spreadsheets to track team activity and progress, switching to Monday.com with its configurable visual templates will be a breeze. You may also develop your own workflow management interface.
This automation tool prioritizes convenience by allowing you to plan repeating actions. Additionally, there are no risks of human mistake, which means that the outcome will always be immaculate. This frees up time for you to concentrate on other elements of the business.
In general, monday.com is so simple to use and visually appealing that no training is required to get started. With a few simple drags and drops, you can optimize your workflow, accomplish goals, and measure progress all at the same time.
Key Features:
- Customization using drag-and-drop.
- Updates and feedback in real time.
- Numerous forms of data visualization.
- Data that can be shared.
- Automate chores that occur on a regular basis.
- There are over 40 integrations.
- Rapid-fire search engine.
- Every day, webinars.
- Customer assistance is available 24 hours a day.
- GDPR and HIPAA compliance required.
- Control of access on an individual basis.
Pricing:
- Individual Plan for $0/Month
- Basic Plan for $8/Month
- Standard Plan for $10/Month
- Pro Plan for $16/Month
- Enterprise Plan
2. Wrike
Image Source: Wrike.com
Wrike is a game changer for large-scale enterprises looking to meet objectives on time and on budget. With this workflow management system, your team members will operate more efficiently and effectively at the task level, with a 90 percent reduction in email.
You may organize your work using Kanban boards, Gantt charts, or by customizing the visual dashboard. From task progress to project statistics, you receive everything in a centralized workspace that isn’t a jumbled mess. Even high-level project planning is simplified graphically and easily assessable.
I strongly suggest Wrike for bigger enterprises since it stresses work delegation, resource allocation, and security. Additionally, these characteristics are addressed with in-house technologies such as Wrike Analyze, Wrike Lock, and others.
Key Features:
- CRM powered by Salesforce.
- Connect through Slack (no more bulk emails).
- Adobe Creative Cloud integrations.
- Calendars and dashboards that are uniquely yours.
- Wrike Analyze provides insightful insights.
- Mention/tag to solicit feedback and approvals.
- Individualized access roles.
- Forms of request.
- History and version control for documents.
- Write Lock safeguards confidential information.
- Custom reports that are shareable.
- Audit reports for users.
Pricing:
- Free Plan at $0/Month
- Professional Plan at $9.80/Month
- Business Plan at $24.80/Month
- Enterprise Plan
3. Zapier
Image Source: Zapier.com
Zapier enables you to connect apps and increase productivity by eliminating distractions and mistakes. It streamlines the process of assigning and automating jobs, as well as data flow between different web pages. As a consequence, you’ll have a more efficient and result-oriented process.
A unique feature is its do-it-yourself editor, which enables you to configure triggers and actions without the assistance of a developer. If that seems daunting to you as well, you can always check out their helpful articles, webinars, and tutorials, or even ask questions in the Zapier community.
Indeed, I use Zapier to sell my course Blog Growth Engine, as well as to combine it with my email marketing tools, online course platform, and preferred webinar software. Zapier does a great deal and is quite simple to use.
Finally, I enjoy how adaptable this platform is, thanks to its pre-built templates that can be altered in a matter of seconds. You may design basic Zaps or complicated instructions based on the needs of your company. Additionally, with quick alerts, you’ll always be informed.
Key Features:
- Notifications are instantly tailored.
- More than 3,000 integrations.
- Thousands of user-defined templates.
- Supportive team.
- Experts in complicated automation.
- GDPR, HIPAA, and CCPA compliance is available.
- Integration with SAML.
- Authentication with two factors.
- Auditing.
- GuardDuty threat detection on AWS.
- Apps developed in-house.
- Constrained logic.
Pricing:
- Free Plan at $0/Month
- Starter Plan at $19.99/Month
- Professional Plan at $49/Month
- Team Plan at $299/Month
- Company Plan at $599/Month
4. Automate.io
Image Source: Automate.io
Automate.io enables speedier connections with cloud apps, resulting in frictionless sales and payments. With this project management application, you can easily automate both simple and complicated business procedures.
This program is built on the contemporary iPaaS platform, which enables non-technical users to leverage workflow automation to its full potential. It does this through the use of a straightforward and clear interface that displays various tasks, app connections, and more at a glance.
With its drag-and-drop functionality and pre-built templates, even users with no prior experience of IT may take charge. Additionally, you may collaborate and be productive with your entire team by sharing files and collaborating using personal login credentials.
Key Features:
- Integrate with premium applications.
- Bots capable of performing multiple tasks.
- Auto-retry.
- Authorization through a single screen.
- Interface with drag-and-drop functionality.
- There are over 1000 pre-designed templates.
- Constrained logics.
- Formatting data.
- Timekeeping.
- Analyses of sentiment.
- Connector for the Rest API.
- Collaborative folders can be shared.
- Login credentials for an individual.
- HTTPS encryption is used.
- Tracking user activities and auditing.
Pricing:
- Free Plan at $0/Month
- Personal Plan at $9.99/Month
- Professional Plan at $19/Month
- Startup Plan at $39/Month
- Growth Plan at $79/Month
- Business Plan at $169/Month
5. Nintex
Image Source: Nintex
Nintex is a workflow and project management software that delivers customized plans based on the kind, size, and goals of your organization. With its simplicity of use, sophisticated tools, and platform, it wants to kickstart a low-code automation movement. You’ll save time, money, and effort this way.
As with the majority of the tools described previously, Nintex has a drag-and-drop interface for simplifying complex operations and a “intelligent” automation mechanism for eliminating bottlenecks. From conceptualization through high-return generation, you can accomplish anything with clicks, not scripts.
Additionally, by integrating it with popular productivity tools, you may interact with team members or other enterprises from the comfort of your office chair or living room sofa. And if that proves to be too much labor, you may subcontract the duty to RPA bots that perform similar tasks to people but more efficiently.
Key Features:
- Mapping business processes.
- Dashboards that are customized.
- Tools for navigation and process ownership.
- Updates and feedback in real time.
- Notifications to stakeholders through email.
- Incorporate control points.
- Tags for optimization (#Waste, #OFI, #LEAN).
- A overview of the current procedure in real time.
- Engagement and progress statistics for the team.
- Consultants retained by third parties.
- Forms virtuales.
- Robotic process automation bots.
- Integrations with CRM and ERP systems.
- Connectors/integrations can be customized and toggled.
Pricing:
Nintex Process Management Pricing:
- Standard Plan at $955/Month
- Enterprise Plan at $1,405/Month
Nintex Process Automation Platform Pricing:
- Standard Plan at $910/Month
- Enterprise Plan at $1,400/Month
What Is Workflow Management Software?
Workflow management is the act of coordinating several tasks and teams in order to accomplish a common objective. As with “business process,” the term “workflow” literally refers to a sequence of small tasks assigned to diverse team members in order to fulfill a bigger job.
However, it is not that straightforward. Workflow management include selecting the appropriate individuals, giving them appropriate tasks, monitoring resource availability, exchanging data while guaranteeing its security, and much more. This technique, if carried out manually, might take an eternity to complete and perfect.
This is why firms turn to digital workflow management, which leverages intuitive triggers to automate repetitive procedures and conduct unique jobs. Utilizing company management software packages improves team openness and collaboration.
Additionally, the majority of workflow management systems integrate with a variety of third-party applications to facilitate data flow and coordination. This procedure enables the transfer of activities from one platform to another. Additionally, other connectors enable firms to utilize a number of productivity tools – all from a one page.
