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Workflow Software

 
LogicGate logo
 
LogicGate is a cloud-based governance, risk management and compliance (GRC) solution. It is suitable for businesses of all sizes in financial services, pharmaceuticals, life sciences, health care, energy, retail and education industries.... Read More
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LogicGate is a cloud-based governance, risk management and compliance (GRC) solution. It is suitable for businesses of all sizes in financial services, pharmaceuticals, life sciences, health care, energy, retail and education industries.... Read More
 
Smartsheet logo
 
Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More
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Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More
 
Airtable logo
 
Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration. The system uses a spreadsheet... Read More
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Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration. The system uses a spreadsheet... Read More
 
monday.com (formerly dapulse) logo
 
monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members. monday.com... Read More
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monday.com is a cloud-based project management solution that caters to small to midsize businesses across various industry verticals. The solution helps them manage different projects and facilitate knowledge-sharing among team members. monday.com... Read More
 
Asana logo
 
Asana is a cloud-based project and task management solution that enables companies to manage and organize tasks and projects, communicate and collaborate. It is helpful for teams and companies that handle multiple projects at one time,... Read More
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Asana is a cloud-based project and task management solution that enables companies to manage and organize tasks and projects, communicate and collaborate. It is helpful for teams and companies that handle multiple projects at one time,... Read More

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Workfront logo
 
Workfront (formerly AtTask) is a cloud-based project management solution that helps teams to prioritize, route, manage and report on their work. It is suitable for businesses of any size and industry including IT, architecture and... Read More
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Workfront (formerly AtTask) is a cloud-based project management solution that helps teams to prioritize, route, manage and report on their work. It is suitable for businesses of any size and industry including IT, architecture and... Read More
 
Katabat logo
 
Katabat is a cloud-based workflow management solution that enables users to automate manual operational processes into workflows. It covers marketing content workflows and complaint management workflows. It can be useful in various... Read More
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Katabat is a cloud-based workflow management solution that enables users to automate manual operational processes into workflows. It covers marketing content workflows and complaint management workflows. It can be useful in various... Read More
 
Workgroups DaVinci logo
 
Workgroups DaVinci is a project management solution that offers the option of on-premise or cloud-based deployment. It’s suitable for the creative services and marketing teams of midsize and large companies. This system offers workflow... Read More
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Workgroups DaVinci is a project management solution that offers the option of on-premise or cloud-based deployment. It’s suitable for the creative services and marketing teams of midsize and large companies. This system offers workflow... Read More
 
KiSSFLOW logo
 
KiSSFLOW is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance. It is suitable for business of all sizes and industries. KiSSFLOW helps initiate process... Read More
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KiSSFLOW is a cloud-based forms automation solution offered by OrangeScape Technologies that automate business processes and tracks performance. It is suitable for business of all sizes and industries. KiSSFLOW helps initiate process... Read More
 
Wrike logo
 
Wrike offers cloud-based work management software that facilitates project management and team collaboration for marketing and creative teams. Users can manage external and internal requests with built-in forms and automatically assign... Read More
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Wrike offers cloud-based work management software that facilitates project management and team collaboration for marketing and creative teams. Users can manage external and internal requests with built-in forms and automatically assign... Read More

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Camayak logo
 
Camayak is an online workflow tool that provides content teams with an approvals process before publishing the content. It enables users to manage freelance writers and keep track of their assignments and pitches till publication. Camayak... Read More
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Camayak is an online workflow tool that provides content teams with an approvals process before publishing the content. It enables users to manage freelance writers and keep track of their assignments and pitches till publication. Camayak... Read More
 
inMotion logo
 
inMotion is a cloud-based work management system designed to automate workflows for creative and marketing teams in different industries. The solution provides creative brief management, project management, online proofing and reporting. Key... Read More
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inMotion is a cloud-based work management system designed to automate workflows for creative and marketing teams in different industries. The solution provides creative brief management, project management, online proofing and reporting. Key... Read More
 
Pipefy logo
 
Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, IT, service desk, shared services, financial services and sales. Primary features... Read More
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Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, IT, service desk, shared services, financial services and sales. Primary features... Read More
 
Integrify logo
 
Integrify is a cloud-based project management solution that helps businesses to design forms, build workflows and track project progress. y caters to midsize and large organizations across multiple industries. The solution provides... Read More
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Integrify is a cloud-based project management solution that helps businesses to design forms, build workflows and track project progress. y caters to midsize and large organizations across multiple industries. The solution provides... Read More
 
HarmonyPSA logo
 
HarmonyPSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise... Read More
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HarmonyPSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise... Read More
 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: June 6, 2018


Workflow management software is widely used in organizations to define, control, automate and improve business processes. These solutions allow management to measure and analyze potential areas for improvement, so they can implement the right solutions.

Workflow management systems can also help remove unnecessary steps and execute multiple steps simultaneously, helping make processes more efficient.

This guide can help potential buyers find the best solution for their needs. Here’s what we’ll cover:

What Is Workflow Management Software?
Common Functionality of Workflow Management Software
Benefits of Workflow Management Software
Key Considerations for Workflow Management Software Buyers
What Type of Buyer Are You?

What Is Workflow Management Software?

Every day, organizations face the challenge of manually completing tasks, filling out endless paperwork and assigning tasks to staff. These activities often keep management busy with day-to-day operational tasks rather than being able to focus on strategic decision-making.

Workflow management solutions can help businesses overcome these problems by automating repetitive processes and checking in on uncompleted tasks. This provides a complete overview of all workflows, including metrics on execution to monitor and measure individual and company-wide performance. Workflow management software also helps increase visibility by allowing people to track the status of tasks and documents in real time.

 

Custom workflows in Wrike

 

Custom workflows in Wrike

 

Common Functionality of Workflow Management Software

Most workflow management software solutions come with some or all of the following capabilities:

Task assignment Enables users to automatically or manually define processes for assigning tasks to various users at the same time. Also allows users to reassign tasks to different users and modify deadlines, if needed.
Automatic notifications Sends automatic email or text notifications to users about the status of tasks, such as when a task is first assigned, pending, completed or when an edit is made by another user. Follow-up notifications can also sent to ensure accountability.
Reporting Allows users to extract exact information and view it on a dashboard when they are running reports. Drill-down capabilities enable users to retrieve details about various functions such as marketing activities, production estimates and out-of-pocket expenses.
Form designer Enables users to design digital forms through a built-in form designer that doesn’t require third-party assistance to use.
Graphical process modeling Enables users to generate and access data through a user-friendly interface that requires minimal training. Intuitive graphical representation of existing and future workflows also simplifies the understanding of workflow processes.
Role-based access control Defines the roles and responsibilities of each user and grants them role-based access to modify processes or access or edit separate workflow phases.
Mobile access Allows users to access workflows via mobile devices or an app for offline workflow. Ensures that users can view processes, records and other information in areas with no or limited internet connectivity.

Benefits of Workflow Management Software

Businesses can realize multiple benefits by adopting workflow management software, including:

Increased efficiency. Streamlining business processes and automatically allocating work across the organization helps increase workflow efficiency. Workflow management systems offer quick access to all required data and eliminate delays in task distribution amongst stakeholders.

Reduced paperwork. With a workflow management solution, multiple paper forms can be converted into electronic documents. Workflows can be added to manage these documents to ensure all steps and forms are completed and required approvals are obtained. Virtual documents can be stored online, enabling users to access them from anywhere. Completing and tracking virtual forms also helps minimize the risk of losing important documents or being unable to read them due to illegible handwriting.

Faster, more accurate workflows. Elimination of manual data entry along can drastically reduce the chances of error. Additionally, automatic triggers and/or alerts sent to employees about pending tasks can help accelerate processes.

Key Considerations for Workflow Management Software Buyers

Here are a few things to keep in mind as you evaluate a workflow management solution:

  • Third-party integration support. Workflows in any organization are heavily dependent on various business systems. As such, it’s best to find a workflow management solution that easily integrates with existing software, such as customer relationship management (CRM) solutions to ensure the seamless transfer of data from one system to the next.
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  • Ability to create custom workflows. Workflow processes vary from one organization to the next, and can be simple or complex in nature. The solution you choose should offer the flexibility to create and configure the steps of all types of workflow processes through user-defined rules.

What Type of Buyer Are You?

Choosing the right workflow management software depends on the size of your business. Consider the following buyer types:

Small and midsize businesses. These businesses typically operate as establishments with up to 100 employees. They should look for a workflow management solution that offers cloud or web-based deployment, rather than having to be installed on-premise. Cloud solutions do not require a substantial initial investment and can be accessed from any device with an internet connection.

Large enterprises. Enterprise companies often have large, dispersed workforces, which means they require a workflow management solution that is both scalable and highly flexible in order to effectively manage data, structure workflows and make sharing information across the organization easier. Such companies may seek advanced features and capabilities, including business process automation, the ability to manage multiple projects, teams and workflows and integration with third party systems Other essential components in a workflow management solution may include workflow engines, administration and monitoring, process design tools, compliance management and client tools.

Government agencies. Government institutions deal with large amounts of information on a daily basis. They must disseminate this information, in an organized way, across multiple departments that use different applications. As a result, they require a solution that offers seamless integration capabilities with other systems. The ideal solution should allow them to clearly define workflows and reduce the workload of their administrative staff. It should also be able to turn raw data into meaningful information that can be accessed by multiple departments in real-time. Additionally, the solution should come with notification functionalities that allow people involved in a project to quickly escalate issues to the appropriate parties.

 

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