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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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TeamTracks is the best paltform for teams to track their work with their custom process and data. No-code, configurable and extendable. Learn more about TeamTracks
TeamTracks is a no-code platform for defining & automating custom team processes and the business data they track and manage. TeamTracks allows teams to define all business data used in their operations and track them with full custom data, screens, workflows, automations and role-based access. TeamTracks is built on a complete and proven framework for defining and executing team processes. Team leaders and can easily configure and change their custom processes and data themselves with no-code. Learn more about TeamTracks

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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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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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Digitalize decisions to boost efficiency, meet customer demands, and reduce risk with ACTICO’s AI-powered decision management platform. Learn more about ACTICO Platform
ACTICO Platform empowers organizations to digitalize decisions across all their business processes and applications, meet customer demands, and mitigate business and regulatory risks. It seamlessly combines decision-making, AI, and data into a single, cohesive platform, encompassing the entire process from capturing and designing decision models to testing and monitoring automated decision-making across all systems, workflows, and channels. The solution is available both as SaaS and on-premise. The SaaS implementation is highly scalable, resilient, and secure, with SOC2 certification ensuring the highest standards of data protection and operational excellence. By integrating AI, the ACTICO Platform elevates decision quality and maximizes automation, helping businesses stay ahead in a fast-paced digital world. Learn more about ACTICO Platform

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Flexible & scalable QHSE platform for SMB to Enterprise. Bizzmine is user-friendly, easy to configure. Strong in Life Science Industry. Learn more about BizzMine
The Bizzmine software streamlines QHSE Management and makes quality processes fully compliant with ISO 9001, ISO 13485, ISO 17025, ISO 15189, ISO/TS 16949, ISO 22000, 21CFR Part 11, GxP, and GAMP5. The software allows companies to get up and running in a couple of days with the prebuilt validated processes. They can easily configure existing or new processes without any coding. The system is scalable from a small business to a large one, spread over multiple sites. All employees have easy access to the platform, wherever they work, on all devices. We provide support around the globe, we have offices in all continents. Bizzmine comes with preconfigured processes for document control (SOP), complaints, incidents, CAPA, audits, training, calibration, change control (MoC) and more. Through dashboards it helps managers track history and gain visibility into performance. Plus, team members and customers can use the platform to register complaints via online forms and track progress. Learn more about BizzMine

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Ravetree is an award-winning work management solution for project-driven organizations. Learn more about Ravetree
Ravetree is an award-winning work management solution for project-driven organizations. Our platform includes: Project Management, Resource Planning, Time & Expense Tracking, Digital Asset Management, CRM, and more. Easily see the big picture by having all of your information organized in one place! Learn more about Ravetree

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Build seamless workflows across point solutions and teams to streamline your marketing processes the smart way. Learn more about MARMIND
Transform manual, error-prone processes into automated workflows that help your team focus on what really matters. Work with our experts to scrutinize and streamline your current processes to eliminate efficiencies and boost productivity. Learn more about MARMIND

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GoodDay is a work management platform for project, task, product, time, and team management and productive, transparent collaboration. Learn more about GoodDay
GoodDay is a work, project, product, task, time, and team management platform that gives organizations the best tools for high-level planning, aligned with their day-to-day work, and for continuous improvement of all processes based on transparency, accountability, agility, and recognition. Learn more about GoodDay

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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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Team Management for developers. Simplified and automated Learn more about Teamplify
Teamplify is a productivity suite for software development teams. Know your team's pulse with Team Analytics. Save precious meeting time with Smart Daily Standup. Always know how long tasks take with Effortless Time Tracking. Plan ahead with time off in mind, thanks to built-in Time Off management. Works with your existing team tools - GitHub, Jira, Slack, Zoom, Google, and others - 12 integrations included. Learn more about Teamplify

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  • Access Controls/Permissions
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Unifocus empowers businesses to forecast staffing, optimize tasks, and streamline operations to unlock efficiency & boost productivity. Learn more about Unifocus
Why settle for ordinary when you can redefine success? Unifocus, the powerhouse behind hospitality's operational evolution, partners with over 1,500 properties across 68 countries to deliver unmatched precision in workforce management. We’re not just another tech provider—we’re the engine driving efficiency and elevating guest satisfaction. With tools like our game-changing Shift Genius and real-time mobile solutions, we turn scheduling chaos into streamlined simplicity and employee empowerment. Our analytics-first platform arms hoteliers with actionable insights, ensuring every decision maximizes compliance, cost efficiency, and productivity. Managers reclaim time to focus on what matters, and employees thrive with intuitive, flexible workflows. In a world where standing still means falling behind, Unifocus is your edge. Leading brands are already unlocking their full potential—are you? Join the movement shaping the future of hospitality at unifocus.com Learn more about Unifocus

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Ireland Local product
Blocworx is a no-code software platform that allows citizen developers and other people to build software without needing to code! Learn more about Blocworx
Blocworx is a no-code software platform that allows citizen developers, managers, supervisors, students and professionals to build software for their companies, brands or organisations without needing to code! The software is just like Lego, it allows you to build modules and applications, which we call blocs, and join them together! Our No-Code platform was designed and developed to help individuals (professionals and citizen developers like) to use it with ease and to achieve all the goals. Learn more about Blocworx

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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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  • Access Controls/Permissions
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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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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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Improve your Workflow Management with Asana. Manage tasks, track progress, and adapt quickly to new priorities with AI-driven features.
Asana transforms Workflow Management with AI-powered features that streamline your workflows, deliver insights, and enhance teamwork. Manage tasks, track performance, and adapt quickly to changing priorities. With project templates, goal management, and automated progress tracking, Asana ensures your team achieves its goals faster. Use AI-driven insights to optimize resource allocation. Whether managing campaigns, onboarding, or product launches, Asana empowers your organization to work smarter. Learn more about Asana

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CRM solution that helps businesses with sales force automation, process management, journey orchestration, marketing automation & more.
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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Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Over 3 million teams have joined. 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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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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A powerful platform for tax, accounting and bookkeeping firms. Perfect for scaling your business and growing your customer base.
TaxDome is the operating system for your practice, replacing a dozen separate tools. Automate repetitive tasks, manage resources effectively, and collaborate seamlessly with your team. Features like workflow automation, AI-powered reporting, and a robust CRM empower you to achieve operational excellence. Deliver a superior client experience with a secure client portal for easy document exchange, proposal approvals, and e-signatures. Secure chats, encrypted emails, and two-way SMS ensure smooth communication. Stay connected wherever you are with our dedicated mobile apps, designed to keep you and your clients in sync and engaged. Simplify revenue operations and accelerate cash flow with flexible payment options through TaxDome's integrations with Stripe and CPACharge. Track billable time, set up recurring invoices, and handle payments seamlessly. With TaxDome, you’re not just managing your practice - you’re elevating it to new heights of efficiency, growth, and client satisfaction. Learn more about TaxDome

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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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Wrike is a workflow management software with custom workflows, shared dashboards, Gantt charts, Kanban boards, and automated approvals.
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

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Notion is an all-in-one workspace for notes, workflow management, and strategic planning, enabling teams to collaborate efficiently.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Learn more about Notion

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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.