Workflow Management Software

Discover the best Workflow Management Software for your business, curated exclusively by GoodFirms.

Workflow software can perform a series of automated actions in business processes to improve efficiency and focus, ensuring error-free outcomes of predefined business goals. The best workflow software can help businesses streamline the complete workflow process and upsurge the business’ productivity and profits.

What is Workflow Management Software?

A workflow management system is a comprehensive collection of software tools designed to automate, simplify, streamline, and control various workflow tasks and processes. It helps bring all the team members, managers, and other stakeholders on a unified platform for better communication, accountability, teamwork, collaboration, and tracking. With the right workflow tool in place, you can organize your business processes and resources into a systematic framework. It boosts profits by enhancing the speed and efficiency of not just people but the overall business operations.

What Are the Essential Features to Look for in Workflow Management Solutions?

The typical features of workflow management systems include:

  • Business process automation
  • Workflow configuration
  • Project management
  • Idea management
  • Forms management
  • Process and task tracking
  • Productivity tracking and timesheets
  • Task management
  • Calendar management
  • Project budgeting
  • Resource management
  • Product roadmap tools
  • Security and access control
  • Alerts/notifications and reminders
  • Analytics, reporting, and forecasting
  • Collaboration tools (document sharing/editing, version control, team chat, etc.)
  • Remote work software tools (remote access, employee monitoring, live chat, group video/audio calling, etc.)

How to Choose the Best Workflow Management Software?

GoodFirms has performed comprehensive research and analysis to identify and compile this list of top workflow management tools with filters for features, business size, deployment type, and pricing model. To choose the best workflow software for your business, you can scan through the list and explore the details of each software, including prominent features, reviews, and pricing information.

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List of the Best Workflow Management Software with Reviews

  • ZapUp

    App Integration Software
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    ZapUp by 500apps is an app integration software to automate redundant tasks. ZapUp allows you to connect applications and automate workflows in a matter of seconds. Move data across applications with ease, allowing you to focus on growing your business. Get access to 40+ apps with ZapUp for $14.99 per user. ... read more about ZapUp

    $14.99 Per Month
    100% in Workflow Management Software
  • Quickbase

    The Fastest Path from Idea to Business Application.
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    Quickbase is the construction management software that gets the right information to the right people at the right time. Contractors use Quick Base to track construction projects, centralize data, and drive deeper insight and efficiency. Quick Base is an end-to-end solution with tools like CRM, Project Management, Service Requests, Employee Management, Order Management, and more. And you can build ... read more about Quickbase

    $600 Per Month
    30 Days
    33% in Workflow Management Software
  • Process Bliss

    The simplest way for teams to organise and deliver brilliant work.
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    Process Bliss eliminates the chaos of running a business, enabling teams to get it right, every time. Process Bliss allows you to create simple yet powerful workflow process, which transforms into checklist execution of business tasks. Business operations are easily viewed to track success and opportunities for process improvement. The way you run your business is in one place, it's easy to share ... read more about Process Bliss

    $10 Per Month
    14 Days
    50% in Workflow Management Software
  • BAAR

    Digitalize your Operations
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    BAAR is a "cloud-first" Business Workflow Automation platform concentrating on industry-specific solutions that can be deployed swiftly, in turn facilitating organizations to achieve Digital Transformation objectives by automating end-to-end workflows. BAAR delivers sustainable cognitive automation abilities combining the power of Automated Workflow, Computer Vision Capabilities, Reporting, and An ... read more about BAAR

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    33% in Workflow Management Software

    Advanced Workflow.
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    TACTIC organizes your work world and offers a full asset library that can be used to manage all types of assets. These assets are tracked, versioned and can be organized with collections. Keeping asset libraries within the confines of a 'job' (any type of job) ensures that there is a separation between assets that are being worked on and assets that are completed. The completed assets would then b ... read more about TACTIC

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    50% in Workflow Management Software
  • Narrato Workspace

    Content Creation & Workflow Software
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    Narrato Workspace is a complete content collaboration, workflow & project management platform that brings all your content processes and people in one place, and helps to automate content workflow. ... read more about Narrato Workspace

    Free version
    33% in Workflow Management Software
  • OpsCheck

    Workflow Management Software
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    OpsCheck is a workflow management system adaptable and flexible to any business. Let us know what problems you want to solve and we will quickly give you an overview, product tour, or demo based on your needs. The system can be customized to fit any team for any task - and we are happy to show you how easy it is! ... read more about OpsCheck

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    More than 30 days
    100% in Workflow Management Software
  • CAP Workflow

    Automate your business processes in minutes
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    CAP Workflow is an extremely agile process automation platform, being disruptive in relation to traditional BPM systems. With CAP, the construction and publication of flows and forms abstract any need for technical knowledge in BPMN or Flowcharts, making the platform easy adoption by the business areas (engagement and empowerment). As a platform full of possibilities and experience with the protec ... read more about CAP Workflow

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    30 Days
    100% in Workflow Management Software
  • WorkflowMax

    Maximise Your Project Profitability.
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    WorkflowMax is job management software built for small-medium size service businesses. From tracking jobs and managing timesheets and documents to sending invoices and purchase order requests, WorkflowMax provides an end-to-end workflow management solution in one centralized platform. WorkflowMax integrates with dozens of workflow tools, including Xero accounting software. Perfect for engineers, a ... read more about WorkflowMax

    $45 Per Month
    14 Days
    25% in Workflow Management Software
  • GoodDay

    Productive Work and Inspiring Management.
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    GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization, and productivity growth based on transparency, agility, and motivation. We built easy-to-use software based on the key principles of modern management science and positive psychology. With GoodDay, effective management happens naturally. GoodD ... read more about GoodDay

    Free version
    12% in Workflow Management Software
  • Orgzit

    All the right tools you’d need to do awesome work.
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    Orgzit provides the power of enterprise CRM with the flexibility of Excel Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. We help customers question the status-quo and improve the sales process on a continuous ongoing basis. Ch ... read more about Orgzit

    $199 Per Month
    14 Days
    50% in Workflow Management Software
  • Unito

    Unito mission is to shape the flow of work.
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    Unito is a workflow management solution that allows organizations to build alignment, ease collaboration, and optimize the flow of work across teams and tools. Unito’s deep, customizable workflows provide teams with the flexibility to use the tools they want while offering managers greater visibility into and control over work. ... read more about Unito

    $10 Per Month
    50% in Workflow Management Software
  • OTRS

    Optimize your workflows with our software solutions.
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    OTRS is a fully-managed service management suite that includes ticketing, workflow/process automation, and notification, among its many features. Processes can be customized to incorporate ITIL and/or specific security requirements. ITSM, Customer Service, and Corporate Security professionals use OTRS to structure communication and streamline internal processes so that they can respond quickly to ... read more about OTRS

    Contact vendor
    14 Days
    40% in Workflow Management Software
  • Laserfiche

    Smarter Solutions for Every Industry
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    Laserfiche is the leading global provider of intelligent content management & business process automation. Through powerful workflows, electronic forms, document management & analytics, Laserfiche eliminates manual processes & automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, ... read more about Laserfiche

    Contact vendor
    25% in Workflow Management Software
  • FunctionFox

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    FunctionFox is a web-based timesheet and project management tool for SMEs. The software allows users to streamline multiple projects, track progress, and minimize breakdowns through its powerful features, like task management, time and expense management, time tracking, workflow management, etc. The software supports unlimited users, projects, and clients. Users can have minute-to-minute updates o ... read more about FunctionFox

    $5 Per Month
    10% in Workflow Management Software
  • Zvolv

    Intelligent Process Automation, Delivered.
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    Zvolv integrates people-driven business processes with data driven intelligent bot automation. A process automation platform that drives business process innovation and process excellence with smart applications in days, Zvolv helps planning, execution and operations teams leverage the power of Intelligent Automation, by accelerating delivery of key insights in-app, assisting in rapid decision mak ... read more about Zvolv

    Free version
    50% in Workflow Management Software
  • Trello

    Trello lets you work more collaboratively and get more done.
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    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 easil ... read more about Trello

    Free version
    10% in Workflow Management Software
  • Bitrix24

    Your company. United. Free. Unlimited. Online.
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    Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process, and knowledge management. Allows better knowledge continuity by moving data from network silos and local drives to a well-protected centralized repository. Wikis, blogs, and forums ensure social-enabled knowledge bases for improved ... read more about Bitrix24

    Contact vendor
    1% in Workflow Management Software
  • TaskOPad

    Be Organized. Making Work Easy and Achievable.
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    Taskopad allows you to define and customize workflows that align with your project's unique requirements. You can create stages or milestones that represent the different phases of your project. Whether it's a simple linear workflow or a more complex multi-stage process, Taskopad adapts to your project's specific needs. By defining clear workflows, you provide a structured framework for task execu ... read more about TaskOPad

    $2.49 Per Month
    15 Days
    25% in Workflow Management Software
  • Backlog

    All-in-one online project management tool
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    Backlog is an all-in-one project management and collaboration tool for teams to increase productivity and visibility in the market. Small businesses and startups can effectively navigate projects with the free version of the software. This online project collaboration tool is integrated with workflow management to swiftly manage everything from identifying, organizing, and coordinating operation s ... read more about Backlog

    Free version
    18% in Workflow Management Software
  • Ravetree

    All-In-One Project Management Software.
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    Ravetree is an award-winning workflow management software platform that empowers teams to deliver work faster, be more informed, and spend less time searching for information. Companies use Ravetree to manage their projects, resources, and creative workflows—all in one place. Ravetree eliminates the pain of moving between applications to find important information, relying on cumbersome spreadsh ... read more about Ravetree

    $29 Per Month
    12% in Workflow Management Software
  • Planio

    Engineer Project Success.
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    Save time, meet deadlines, and deliver projects on time with the web-based project management app, Planio. Easy to install and with zero setup costs, the project management tool is ideal for startups and SMEs. Planio's flexibility and control allow users to track issues, control project breakdowns, sync files, and chat instantly to accomplish every project successfully. Besides standard features, ... read more about Planio

    $21 Per Month
    30 Days
    18% in Workflow Management Software
  • Appian

    Build enterprise apps and workflows rapidly.
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    Unify your data, build apps, and automate your business with the only platform recognized as a leader in both automation and low-code. Appian helps organizations build apps and workflows rapidly, with a low-code platform. Combining people, technologies, and data in a single workflow, Appian can help companies maximize their resources and improve business results. Many of the world’s largest orga ... read more about Appian

    Free version
    25% in Workflow Management Software
  • Teamwork

    Focus on the work that matters, wherever you are.
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    Teamwork is project management software that helps in-house teams & agencies improve collaboration, visibility, accountability, and ultimately results. With all the features you need to plan, collaborate on, and deliver your work, it takes care of the details so your team's talents are freed to achieve the results that matter to your business. Use Teamwork to manage everything from delivering clie ... read more about Teamwork

    Free version
    25% in Workflow Management Software
  • TITAN is a digital workplace and collaboration platform that connects every unit in the organization within Teams. It centralizes knowledge and communication and provides users with tools to enable them to cooperate seamlessly. Employees are also given a dashboard for them to keep track of their tasks, notifications, meetings, and more within Teams. There is also no need to share documents and fi ... read more about Titan Workspace

    Contact vendor
    20% in Workflow Management Software
  • Nuxeo

    Transform your business with content.
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    The Nuxeo Enterprise Platform offers modern technologies, unmatched modularity, a powerful plug-in model, and extensive packaging capabilities. Using a fully open source development model, Nuxeo provides a subscription program with software maintenance, technical support, and customization tools. ... read more about Nuxeo

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    20% in Workflow Management Software
  • Joget

    Open Source Platform to Easily Build, Run and Maintain Apps
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    Joget is an open-source no-code / low-code application platform that combines the best of Rapid Application Development, Business Process Automation, and Workflow Management. Joget empowers business users, non-coders, or coders with a single platform to easily build, deliver, monitor, and maintain enterprise applications. ... read more about Joget

    $2 Per Month
    14 Days
    25% in Workflow Management Software
  • Tadabase

    Create custom database web apps in minutes
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    Create custom database web apps in minutes. The no-code development software is loved by teams big and small. Automate your daily business processes. Invest your data in a platform designed for unlimited users, records, and scale. Secure your data on a platform that will protect it best. Tadabase delivers superior security controls specifically designed to give you ultimate control of your app. Kn ... read more about Tadabase

    $74 Per Month
    14 Days
    33% in Workflow Management Software
  • Artwork

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    Artwork is a simplified collaboration platform for managing artworks in the most effective manner, reducing turnaround time and minimizing the possibility of mistakes. Artwork detects minute differences that human eyes can surpass resulting in error-free proofreading. It is Collaboration and Proofing Tools. It uses checklists and annotation tools to collaborate and reduce reworks. Artwork Manageme ... read more about Artwork

    Contact vendor
    30 Days
    100% in Workflow Management Software
  • airSlate

    No-code automation for your entire business
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    airSlate is the first and only holistic no-code business automation platform. airSlate combines e-signing, no-code robotic process automation, contract negotiation, document generation, and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. ... read more about airSlate

    $19 Per Month
    30 Days
    15% in Workflow Management Software
  • Airbase

    Airbase is the leading spend management platform for small and midsize companies.
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    Airbase is the top-ranked modern spend management platform for businesses with 100-5,000 employees. It’s the best way to control spending, close the books faster, and manage financial risk. Airbase software combines accounts payable automation, expense management, and corporate cards. It guides procurement for all purchases — from initial requests to payment and reconciliation. Bring efficienc ... read more about Airbase

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    15% in Workflow Management Software
  • Artwork Flow

    Creative management powered by AI
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    Artwork Flow is a versatile and powerful platform that revolutionizes creative operations, offering a seamless blend of workflow automation and creative collaboration. This software empowers teams to tackle intricate projects, manage last-minute campaigns, and collaborate effortlessly across departments. The platform's strength lies in its holistic approach to creative workflow management, comb ... read more about Artwork Flow

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    7 Days
    33% in Workflow Management Software
  • X-Booker

    Revolutionize Your Operations With X-Booker
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    X-Booker revolutionizes the way professionals manage their daily workflow with its cutting-edge technology developed by M I Logistix. With X-Booker, calendar management, automated emails, and aftercare tracking become streamlined, to save precious time and achieve success effortlessly and focus on scaling your business. ... read more about X-Booker

    Contact vendor
    7 Days
    100% in Workflow Management Software

Buyer’s Guide

Introduction to the Buyer’s Guide for Workflow Management Software

Business operations have undergone a sea change with technological advancements. Entrepreneurs today have to focus more on planning proper strategies, overseeing countless projects, and managing their workflow efficiently. In a traditional approach, it was difficult for managers to measure the productivity of the employees. But all thanks to innovative management tools, the job has become much more simplified and streamlined. 

The following buyer's guide will give you a comprehensive overview of workflow management, along with detailed information on workflow management software. It helps you choose the best workflow management software strictly based on your business requisites. 

What is a Workflow?

Workflow is a series of repeated activities or tasks that have to be completed within a specific time frame. It means the flow or continuation of work from one stage to another until it gets completed. 

Once you are successful in creating a sequence of the workflows, it becomes much easier to optimize the results. It helps to create better team coordination and communication.

What are the activities involved in a workflow?

Primarily, workflow occurs in every type of organization, irrespective of its size and operational expansion. A workflow gets created when any data transmits between human and computer systems, involving a set of different activities. These activities or tasks are for different departments for an organization such as workflow for HR, accounting, and the IT teams. 

As described, a workflow includes repeating various business operations and tasks such as:

  • Sending an invoice to an existing client and receiving the payment 
  • Hiring and onboarding new employees
  • Approving or rejecting the leave requests 
  • Viewing the status of an ongoing project 
  • Sending notifications and messages to prospective and existing clients
  • Sending Quotations for a requests 
  • Processing expense reports from the employees

What is Workflow Management?

Workflow Management is defined as the coordination of a team to optimize all tasks and simplify business operations. It means managing the sequence of tasks, which are at times synonymous with business processes. The major aim of workflow management is to accomplish improved results based on the set of goals. It also involves proper planning, mapping, and collaboration from all the points to complete the task.

What are the Components of Workflow Management?

Technological progress has brought a formidable transformation in the workflow process. The organizations get varied projects and challenges on a day-to-day basis. Hence, it becomes essential to chalk out a strategy before proceeding with the task. 

Every organization strives to become more productive, and workflow management tools can prove to become a vital asset in accomplishing the target. Hence, it's crucial to learn the components of the workflow management process.  

The experts have categorized the workflow management components into three stages or steps. These include-

Input: The input is regarded as the primary resource, which helps to complete a given task. 

Transformation: It is the set of instructions on how to receive the inputs and what to do with them.

Output: The material or resource that is produced in the previous stage, now acts as an input in the next step. 

What are the Key Benefits of Efficient Workflow Management?

An efficient Workflow Management plays a pivotal role in optimizing and streamlining all business operations. 

  • Workflow management helps in minimizing errors. It prevents errors and if it happens your system pinpoints it.  
  • It establishes improved connectivity between the higher management and the employees. 
  • It provides more access to useful information, which helps you to identify the bottlenecks and resolve them. 
  • Workflow management helps to delineate the work responsibilities to different people based on their capabilities.
  • It helps to improve the project timeline estimates. 
  • It helps to improve the overall work culture of the organization. 

What are the Main Challenges of Workflow Management?

An organization has to combat a few challenges associated with workflow management. It can be discussed below-

1.  Lack of Coordination Between the Systems

Many times, it is seen that various systems and applications do not adequately coordinate with the organization's other internal systems. As a result, document tracking and version control often become a hard nut to crack. The employees also have nothing more to do except copy-paste jobs.

2.  Lack of Communication and Collaboration Between Teams

Another problem that usually props up with the workflow management system is the lack of communication and collaboration between teams working remotely. 

3.  Half Implementation is No Implementation

The organization will face problems in simplified work collaboration, viewing real-time dashboards, getting notifications and alerts, setting priority tasks, and much more.

4.  Loopholes in the Security

One complex challenge that you may counter is regarding bottlenecks in the security process. In the case of a manual workflow process, the data gets manually protected. 

5. Issues Regarding Transparency and Accountability 

At times the companies may face issues related to transparency and accountability, which can delay the project. It may create a trust deficit amongst the customers. 

6.  Not Finding Much Relevant Information

You may need important, relevant information during a client presentation, but you cannot find the file or folder where it is stored. It is an embarrassment because you have missed out on an opportunity. 

Also, the other key challenges are related to automating, orchestrating, and optimizing the workflows. You can resolve all these issues with viable and efficient workflow management software.

What is Workflow Management Software?

Workflow Management Software can be defined as a task automation tool that helps business enterprises streamline, simplify, automate, and manage a series of repeated activities and work. 

It is the next-generation software that enables business organizations to focus more on improving employee productivity and optimizes available resources; the software also enhances accountability and a set of innovative business applications to systemize your workflow.

You can define workflow management software as a lighter variant of project business process management software. Business enterprises, irrespective of their size, and operational methodology, can choose workflow management software. 

Any organization planning to implement workflow management software  will become efficient in the following tasks;

  • Develop meaningful workflows with the help of drag and drop features. 
  • Send notifications and alert users according to predefined rules. 
  • Implement standard tasks and activities to streamline workflow creation. 
  • Manage the dependencies in between the workflows and tasks.
  • Create easily customizable workflows. 

What are the Salient Features of Workflow Management Software?

Any organization planning to invest in a viable Workflow Software should get real value for money. Having said that a workflow management software delivers its full potential if equipped with these powerful crucial features.

1. WYSIWYG Form Designer

The form designer of any best workflow management software has to be eye-catching and unusual. It must include the drag and drop feature with all different types of fields. These include numbers, maps, calculations, texts, dropdowns, and much more. The WYSIWYG Form Designer for workflow management solution proves handy if you want to-

  1.  Link your form with a different database.
  2.  Show some live data from any website or online platform. 

2. Codeless and Intuitive Workflow Designer 

When you design any outstanding and useful workflow management tool, you need to keep it as simple as possible with the entire complicated task.

3. Deployment with Cloud Applications

The deployment or integration with the cloud is one of the intricate features of workflow management software. You need to note that workflows cannot work independently from the other processes. Whether it's the documents, sales reports, cash flows, emails, CMS, invoice and finance, etc., it's all the essential part of business workflow software and process. 

Cloud technology streamlines your workflow tool, where you can build a strong partnership with your vendor. You have to implement the workflow management system with your cloud. 

4. Knowing the SLA Indicators

A tidy and handy workflow management software provides all the core benefits, such as the core process in the enterprise. For instance, your workflow tool can offer as many as thirty workflows that can operate simultaneously at one time. But if you want to view all these workflows in a single screen dashboard, then you need to make sure that your workflow management system is up-to-date and you are staying on the current tasks. 

The Service Level Agreement (SLA) indicators can inform you which are the most priority-based tasks and which are the ones that you can do afterward. The workflow Management System dashboard makes use of different color codes or any other tool to draw your attention to the most urgent tasks. 

5. Allotment of Automatic Tasks

The critical focus of workflow management is to manage the tasks efficiently. The managers in significant use the software for twin purposes, creating any activity and then assigning the same to a professional based on his skill. The workflow management tool supports flexible task assignments. 

It's important to note that work queues play a pivotal role in managing the workload balance. When multiple people are working in the same group, the tasks are lined up or queued for the department, and the employees can pick up the task from the queue.

6. Reports Based on KPIs

When you start using the workflow management system, you come across an array of workflow toolsto build simplified workflows. If you want to gain more favorable and improved results, you need to focus on reporting features. 

The implementation of a robust reporting tool powered by Key Performance Indicator helps to eliminate the loopholes and focus on areas where attention is necessary. 

7. Bolstering Security and Access Control

Since you are implementing automotive workflow software, the security of data becomes indispensable. You may need a productive workflow application to gain access control over the system and streamline the core business tasks. 

8. Get Notifications According to the Needs

The most significant plus point of having an automatedworkflow management software is that you are not required to keep track of the details always. 

The best example that you can cite for this type of workflow process is notifications. You can either send notifications via emails or push notifications if you have a mobile application. It helps you to remind your users regarding your new products and offers. 

9. Customizable and Mobile Friendly 

The workflow management application needs to be employee-friendly. A productive workflow app should be customizable to enhance the experience of the users. It should support the personalization of tasks so that your users don't have to switch between various apps to complete their tasks. 

You need to ensure that the workflow applications are mobile-friendly and that all information is easily accessed through any device. 

10. Affordable and Transparent Pricing

You invest your money in a viableworkflow softwareapplication that allows you to add all the team members with ease and at a cost-effective price. You can automate the software and add new features and updates without any hassle. 

What are the Advantages of Workflow Management Software?

A modernworkflow management systemhas a plethora of tools, all aligned into a single platform. The pros ofworkflow management software are highlighted below.

  1. Eliminating the Redundant Tasks

Incorporating an automated best workflow management software will help you to identify the redundant activities, which are hampering your organization's productivity. Take, for example; you can automate the data entry tasks. It reduces the number of times you have to enter information into the system. Thus, you are saving both time and labor expenses.  

Automating your enterprise workflow management softwareprovides you a clear and concise picture of the areas which need more improvement and streamlining of the tasks.  

  1.  Improved Customer Interaction

Customer Relationship Management or CRM is an integral part of any business strategy. You can align your business workflow software with CRM Software to improve, enhance, and streamline your customer experience. You can receive vital information on earlier contact points and communication. You can then eliminate sending duplicate messages, which often frustrates customers. 

Customer Relationship Management Software provides you access to complete contact details with a potential client, including the response. Hence, an advanced workflow tool helps in preparing strategies for targeting more customers and retaining them. 

  1.  More Accountability and Transparency

It is important to note that most workflow automation software offers the benefit of tracking. Thus, it becomes much easier for the project manager to assign various tasks based on priority. 

What if the workflow management tool combines and integrates with robust project management software? You can keep track of an array of projects and monitor their progress in real-time. 

  1. Improved Internal Communication 

Theworkflow automation software is indeed one of the optimal ways through which you can establish improved internal communication within your organization. It boosts employee productivity and allows them to maximize time utilization. It also enables better collaboration and initiates productive teamwork. 

  1.  Marketing Automation

Best Workflow Management Software not only allows you to enhance your customer experience and establish improved internal communication but enables you to automate marketing activities. Once you have set a pipeline, the prospect of getting a client increases, hence, you must ensure that all your touch-points get well placed to boost the conversion rate.

  1. Automation of the Billing Process

You will be pleased to note that handy accounting workflow management softwarehelps to automate the billing process. It means that you can provide in-time invoice delivery and track the payment status in real-time access. An on-the-go billing will trigger the payment process and ensure improved cash flow in your business. 

It is a specific business workflow software integrated with the automated billing function and helps reduce the staff's workload. Also, it allows you to send an accurate invoice to your customers. 

  1. Collaboration Becomes Simplified

The workflow tools, in combination with the automation software, streamline the team collaboration. The team members can seamlessly share valuable information and documents with easy tracking of upcoming tasks. Since team collaboration gets enhanced, you can undoubtedly expect improved and faster results with increased profitability.

  1.  Minimal Human Error

An optimum workflow management tool can also ensure that the possibilities of creating errors get minimized. You have to enter most of the data only once, which allows fewer chances of creating transcription mistakes. It means that your data and records will stay fresh and accurate for the current and earlier periods. 

  1.  Simplification of the Search Process

One of the prime advantages of anopen-source workflow management softwareis the leverage to search a great ray of criteria and specific information that you are looking for. When this software aligns with automated systems, you get a wide range of topics such as billing and client payments, supply chain management data, work done during different periods.

 The automated workflow management system enables you to access all data stored in one place easily. 

  1.  Superior Strategic Planning and Productivity

Well, workflow automation software will provide you with real-time data and insights on different topics. It will accelerate your efficiency, and you will commence any project with a specific strategic plan. Furthermore, it also helps you to choose the right potential client and new projects based on your team's ability. 

What are the Current Trends of Workflow Management Software?

Workflow Management Software enables you to build a robust and reliable infrastructure to monitor the company's performance. It also allows you to create a set of predefined tasks that provides a desirable result. 

It is interesting to highlight some of the hot workflow management trends, fueling a wide range of industries. 

1. Implementing More Virtual Assets 

It is quite anticipated that more businesses will look to incorporate virtual assistants as it's a cost-effective and amenable option for the employees. Furthermore, it plays a decisive role in simplifying and streamlining the automation process. 

The employees can delegate their tasks through a voice command instead of manual typing and video conferencing. It also has smart speakers, which makes it more convenient to manage workplace activities. 

2. Use of AI and ML to Speed up Decisions

With artificial intelligence and machine learning already gaining ground, it's time to incorporate these innovations into workflow systems. For instance, considering the current situation, artificial intelligence will gain impetus in driving vital decisions related to approval or rejection of requests, creating a streamlined schedule, and developing the workflow components. Artificial intelligence will also prove its worth in automating back-office tasks and other administrative decisions. 

Similarly, machine learning algorithms are empowering business enterprises to trigger the workflow process. Can you imagine a scenario where the machines are identifying their snag and reprogramming themselves accordingly to surge the performance? Well, that's machine learning for you. 

Machine learning also plays a fundamental role in tapping all that corporate data, analyzing the same, and implementing it in the decision-making process.

3. Moving Towards Integration of Piecemeal Tools

2020 and upcoming years will see organizations migrating from end-to-end solutions and integrating more piecemeal tools. This practice has already begun and will soon get more support from other companies. 

4. Use of Business Intelligence in Workflow

The companies also leverage the advantage of next-generation workflow softwareknown as business intelligence, which helps convert raw data into meaningful insights. BI strengthens their business positions and improves decision-making processes. 

The advanced BI tools can analyze the large data sets and fetch relevant information required to escalate the project. The results are usually available in the form of graphs, reports, summaries, and other statistics. It speeds up the workflow management system. 

5. Robotic Process Automation and Workflow Management

Robotic Process Automation or RPA is no more an unknown word for those wanting to digitize their workflow process. RPA offers a myriad of benefits such as improved precision, enhanced productivity, increased enforcement, and incorporating cost-efficiency. 

The Robotic Process Automation and workflow softwarewill become more productive and powerful when both bots and humans will collaborate. 

How Workflow Management Software disrupts Major Industries?

So far, it is clear that the workflow management toolis one of the biggest assets for a wide range of industries. Hence, it will be interesting to see how the workflow software applications fuel various enterprises. 

The Manufacturing Sector

The manufacturing industry has implemented an automated workflow toolto reap a plethora of benefits. They can get greater visibility with the process for flawless production. They have also gained impetus into production management and better quality control. They also have to spend less time on managing the different operations along with the reduced burden of paper-based tasks. The enterprise workflow management software also helps in centralizing data storage and recuperation. 

The Retail and E-Commerce Sector

The retail and e-commerce industry has revolutionized the global economy. Having a capable business workflow software allows the retail sector to optimize solutions and customer experience. 

The software can help retailers create a response team and use the KPIs to determine the positive outcomes of the business. They can use workflow software to speed up product marketing and drive more ROI. There isfree workflow management software for the retail sector as well, providing various benefits such as enhanced flexibility and better insights. 

The software also allows you to implement a PoS system, which initiates various benefits. These include real-time payments, pricing, discounts, advanced security, streamlined inventory management, and much more. 

The Finance Industry

Theaccounting workflow management software can be regarded as one of the backbones of accounting and financial reporting. Indeed, there are several reasons why a financial company needs the best workflow management software for accountants. 

First, it reduces the number of inaccuracies and miscalculations while preparing the balance sheet and ledger accounts. The workflow management system also helps to lower the cost to improve team efficiency. 

The Healthcare Industry

The workflow tool for the healthcare industry is different from what you have come across in the earlier discussions. Clinical Workflow serves the healthcare sector. So, it is viable to discuss the benefits of clinical workflow software for this sector. Here again, you can find freeworkflow software to suit your needs.  

The best workflow softwarecan provide an array of advantages, such as enhancing patient coordination through the automation of clinical workflows. It is proactively managing critical data and information to provide real-time access to healthcare professionals. 

It provides real-time alerts with patient health status to make quick decisions on the further treatment process and optimize the process of patient billing and hospital admission procedure.

IT Industry

You will agree to this that the IT industry is one of the fastest-growing and booming sectors, which is escalating to new heights. It is one of the different industries that cater to a varied range of businesses undertaking diverse projects. You need to streamline team coordination and collaborate with the various departments effectively. And the best workflow management software is proving its worth in doing that. Also, it helps prepare a high level of documentation to end the project on a triumphant note. 

In addition to these critical industries, there are various other sectors taking advantage of free workflow management software. A few examples include marketing, human resource, publishing, education, logistics, construction, and many more. 

What is the Cost of Workflow Management Software?

The cost of a workflow management software will depend on variable factors, such as the type of automation software you are choosing for your company. It will also depend on what features and functionalities the workflow management tool provide. You can opt for free workflow management software or an open-source workflow management software based on your requirements. 

Typically, you can first choose the trial version of the software and then go for the paid version if it suffices your needs. Also, there are many workflow systems specifically designed according to business size. For example, you can get affordable workflow management software for small businesses or software for a massive industry. Similarly, there are workflow diagrams software that simplify any presentation and explain your point easily through charts and figures. You can opt for the workflow software based on the budget estimate and pricing modules. 

It is essential to note that there are few popular free and open-source workflow management software such as Apache Airflow, Apache,  Taverna, Cflow, etc. In addition to these, there are a few other best-in-class workflow management software offering premium services. For example, Kissflow comes with a starting price of $360 per month Similarly, you have ProcessMaker, which offers a free trial version only for only three days and then comes at a  starting price of $1495 per month. 

What to Consider Before Choosing a Viable Workflow Software?

Before signing off, it's essential to discuss the vital factors that you need to consider while choosing a viable workflow management system for your business. Key elements are highlighted below. 

Your Specific Needs for the Organizational Growth

The first and most crucial factor that you need to consider is understanding your organizational needs. It will help you define the particular features that you are searching for in a workflow software tool. You also need to take into account the type of industry that you are catering to. 


The workflow software has to be accountable and provide transparency to the tasks. If you are investing your money into a system, you should trust that it will provide you with all the mentioned features and the said hosting service. It should deliver the results to gain the trust of the users.

Budget Estimate 

Of course, this goes without saying that budget is one of the essential constraints in choosing the best workflow software. Hence, it is advised to predefine your budget so that it comes much easier to select a particular price plan. Another critical factor is comparing the pricing models of the two workflow management software along with their features. Does the software company offer a free demo? You can choose the trial version if you want to evaluate the efficiency of the software. 

Number of Users

It has to be one of the deciding factors when planning to implement workflow management software.  You need to decide whether you want the software for an entire organization or just a few groups of people. Are you willing to add external clients or users, and do you need to pay an additional amount for adding each user? Please do consider all these points. Check the upper limits for adding up new users. 

The Type of Support Available

Last, you need to consider the type of support and technical assistance available in case you get stuck while using the software. Most companies offer telephonic and email support, along with the option of live chat. It's essential first to read their reviews and then decide whether you should invest your money in thatworkflow tool or not. 

Why Refer to GoodFirms’ List of Top Workflow Management Software?

GoodFirms is a popular, reliable, and premier research and review platform that has been helping software companies, buyers, and other users to choose optimum software according to their specific needs. It has got more than 15k authentic reviews from all verified customers and service users. GoodFirms also provides you with a genuine list containing a wide range ofworkflow management softwareoptions to explore. 

It has thoroughly evaluated the most popular workflow softwareon different parameters such as core features, other essential features, pricing model, deployment, support, device supported, resources, and the type of business size it fits best for. You can easily compare the list and choose the one that is suitable for business needs, 

Even if you don't have any idea on how to select the best workflow software, you can simply read this buyer's guide,  to gain comprehensive detail on the workflow management systemand software. Also, feel free to give your valuable reviews on the software that you choose and use. 

The Workflow Management Software industry is continuously evolving and changing. Hence, it becomes imperative for the business enterprise to keep adopting the current trends to survive the cutthroat competition. 

Frequently Asked Questions

What Is the Best Software for Workflow Management Available in the Market?

The workflow software that suits the healthcare or finance industry may not be the best solution for an IT company as every business has different workflow challenges and requirements. The perfect workflow management system offers all the necessary features that your company needs, is user-friendly, fits in your budget, and proves profitable with time.

You can choose the right workflow software for your business from the top workflow software options, based on your company’s workflow structure, requirements, and budget. For details, check the Buyer’s Guide for workflow management software. Also, refer to the GoodFirms’ list of best workflow management systems and check their features and reviews for your industry.

How Do Workflow Management Systems Benefit Businesses?

The workflow software provides countless automation tools to streamline and improve your business’ workflow tasks and processes. Workflow management tools allow customization of workflows to execute even large projects with ease. The advantages of a workflow management system include:

  • Reduced manual work
  • Automated task allocation and scheduling
  • Accuracy, elimination of human error
  • Streamlined workflow management
  • Ease of access from anywhere and anytime
  • Enhanced productivity
  • Reduced workflow process costs
  • Improved team collaboration and accountability
  • Controlled cross-team dependencies
  • Better resource utilization
  • Compliance management
  • Allows customized workflows to match your needs
  • Better analysis and monitoring of workflow tasks and processes
What Factors Must Be Considered Before Buying a Workflow Management System?

The top workflow management tools offer comprehensive automation features and functionalities to improve your business workflows and enhance profits at a nominal cost, provided the chosen workflow software is the right fit for your business’ workflow needs. Here is a checklist that can help you select the perfect workflow management software.

  • The software’s cost should fit your budget.
  • The software must provide all the tools needed to streamline the workflow management process of your business.
  • The expected profits (or return on investment) with the software’s use must outweigh its costs.
  • The software should support scalability for business growth.
  • The software must allow third-party integrations as needed.
  • Other businesses of the same industry as yours must have successfully leveraged the workflow solution.
  • The software vendor must offer user training and customer support as needed.
How to Ensure the Successful Implementation of Workflow Management Software for Your Business?

Implementing workflow management systems can be complicated and time-consuming. The challenges in successfully implementing workflow software typically include integration with your existing system, data migration/backup, data security, and user training. Discuss these aspects with different software vendors before finalizing the workflow software.

How Much Does Workflow Management System Cost?

The pricing of workflow management software varies a lot based on numerous factors to include:

  • Business size
  • Features
  • Number of tasks
  • Number of users
  • Deployment type
  • Number of integrations it permits

Many workflow software vendors offer free versions of the software with the basic workflow features apart from the paid plans; for example, Trello. You can get reliable workflow management solutions (starter plans) within $20 per month; for example, Todoist costs as low as $3 per month per user (for up to 300 projects), Asana costs $11 per user per month, and Zapier costs $20 per month for up to 750 tasks. Kissflow Digital Workspace, another top workflow management system, costs$390 per month for up to 20 users. Nintex offers various plans (all allowing unlimited users), starting from $875 per month for up to 10 workflows.

Are There Any Free Workflow Management Systems Available?

If your business has budget constraints, there are many free workflow software tools that you can leverage to streamline your company’s workflow management. For details, please refer to our blog on the best free and open-source workflow management software.

What Are the Hidden Costs Associated With Workflow Management Systems?

The top workflow management system vendors are generally transparent about the pricing. However, at times, there are hidden costs for:

  • Customization
  • Installation charges
  • Data migration
  • Customer support
  • System upgrades and maintenance
Are the Workflow Management Software Solutions Secure?

The perfect workflow software must ensure security to earn user trust. Thus, to keep your business’ workflow data safe, the top workflow management systems typically provide multi-layer security features for data access, sharing, storage, and encryption. Nevertheless, before finalizing a workflow software for your business, it is advisable to discuss these parameters with the vendor.

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