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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. Learn more about monday.com
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business. Learn more about Zoho Creator
A workflow automation software to create custom workflows, streamline communication, and automate routine tasks efficiently to manage your business. Build complex workflows with Creator's drag-and-dr op interface. The rich suite of features, like integrations, multi-platform support, access controls, and guided scripting, makes it easier to design and automate workflows for every process. Learn more about Zoho Creator

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Connecting all parts of project management data and giving insights to build seamless workflows. Learn more about Forecast
With Forecast, teams of 20+ people can scale up their productivity by customizing their workflows to match the team or project needs. Whether you work with simple Kanban boards, or you prefer a visual timeline or calendar view, Forecast has it all. The AI-powered platform improves your workflow by offering an integrated solution that connects people, projects, and profits for seamless collaboration and workflow optimization. Learn more about Forecast

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Build workflows that establish consistency, reliability, and reduce latency. Learn more about Kantata
Discover the top workflow management solution purpose-built for services businesses with 50 to 5000+ employees. With Kantata, you can connect with existing systems, empower your teams, and infuse agility into your work with Kantata's solutions specifically built for professional services. Kantata will enable your technology to work how your business works, leveraging your unique business processes so that your people can focus on what they do best. Learn more about Kantata

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Asana is the easiest way to organize and manage all of your team's work. See why 9,000+ customers give Asana 4.5 out of 5 stars. Learn more about Asana
Asana is a workflow management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 114,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana. Learn more about Asana

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Kissflow is the #1 Workflow Software that supports both Structured Workflows and Unstructured Workflows Learn more about Kissflow
Kissflow is the #1 End to End Workflow Software that supports both structured workflows (process/bpm) and unstructured workflows (case management). Kissflow Workflow is a no-code platform where anyone can create an automated process, build a task board, handle a case flow, and collaborate on work topics, all in one intelligent and easily integrated platform. Learn more about Kissflow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Enabling marketing teams & ad agencies to effectively manage their creative approval workflow from project brief to approval & archive. Learn more about Admation
Admation is cloud based approval workflow management software for brands and ad agencies. Streamline your approval workflow with a project management tool that enables you to manage and track all of your reviews and approvals from one central hub. Key features include briefing templates, online proofing tools, batched feedback, tiered approvals, reminder notifications, resource management, project time tracking, reporting tools and digital asset management. Learn more about Admation

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
TeamTracks

TeamTracks

(0) Canada Local product
TeamTracks is a no-code platform for defining & automating custom team processes and the business data objects they track and manage. Learn more about TeamTracks
TeamTracks is a no-code platform for defining & automating custom team processes and the business data objects they track and manage. TeamTracks is a new approach to business process management that is based on data rather than flowcharting. TeamTracks allows you to define any and all business data objects used in a team process and track them with full custom data, workflows, and automations. Gather, organize, and track the data your team uses in their processes all with role-based access. Learn more about TeamTracks

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Digitize forms & complete audits, inspections, food safety, and any other tasks with ease, online or offline, with easy workflows. Learn more about Jolt
Create any type of digital form and the correct workflow. Jolt allows you to digitize your current forms and distribute them to your employees instantly. Complete audits, inspections, food safety, management walkthroughs, and any other tasks with ease. Our easy to use setup features allow you to get up and running in minutes. Setup scoring, points, corrective actions and processes to ensure that your operations run smoothly every time. Native app allows you to complete forms online or offline. Learn more about Jolt

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
With AppCreator, users can build interactive web and mobile apps using drag-and-drop features. Learn more about ManageEngine AppCreator
Manageengine AppCreator is a low-code application development platform that lets IT teams build powerful custom applications rapidly. It is an on-premises solution that empowers IT teams to automate their IT and business processes without worrying about challenges like maintenance and scalability. IT teams can collaborate, develop, deploy, and maintain applications and process workflows faster and with less effort. Enhance your IT teams' digital transformation capabilities today. Learn more about ManageEngine AppCreator

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way. Learn more about Trello
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Jira is a fully-featured workflow management tool for teams planning and building great products. Learn more about Jira
Jira is the workflow management tool for teams planning and building great products. Thousands of teams choose Jira to capture and organize issues, assign work, and follow team activity. At your desk or on the go with the new mobile interface, Jira helps your team get the job done. Learn more about Jira

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
A no-code application platform that empowers you to create smooth real-time workflows from the field to the office. Learn more about ProntoForms
Our enterprise-grade field team platform empowers you to create smooth real-time workflows from the field to the office. Seamless integration enables instant distribution to and from your existing business systems. One single form submission can trigger automatic task assignments to a field worker, notify a supervisor of an inspection fail, or populate custom documents. The possibilities are limited only by your imagination. Learn more about ProntoForms

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Submit.com is a cloud-based software solution which streamlines the collection, management and evaluation of online submissions. Learn more about Submit.com
Submit.com is a cloud-based software solution that streamlines the collection, management and evaluation of any online submissions. Submit.com is supremely powerful, endlessly versatile, super customizable, highly scalable, lightning-fast with enterprise-level security. Submit.com can be used in a variety of situations but has provided solutions for leading organizations in; academia, awards, field operations, grant management, human resources, and TV talent casting. Learn more about Submit.com

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2022. Learn more about ClickUp
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Wrike is a workflow management software with custom workflows, shared dashboards, Gantt charts, Kanban boards, and automated approvals. Learn more about Wrike
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Notion is the all-in-one workspace for notes, projects, documents, and collaboration. Learn more about Notion
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Grow your business and scale your operations in a faster and more intelligent way with PandaDoc workflow automation software. Learn more about PandaDoc
Want to speed up your workflow management? With PandaDoc, you can improve the workflow performance of every department to keep your business moving forward. Create, send, track, eSign, and store all of your business's documents in one place with PandaDoc. Perfect for Marketing, Sales, HR, Operations, IT, Legal, and Product teams of 10+ people. Build a more scalable sales organization with PandaDoc document workflow automation software. Learn more about PandaDoc

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
The #1 online collaborative whiteboard platform where teams get work done. Learn more about Miro
Miro is #1 collaborative whiteboard platform for teams of any size, trusted by over 30 million users worldwide. Create a simple way to manage the process and iterate faster without any constraints. Collaborate and keep everyone on your team aligned and aware, organize your workflow online, track progress and keep everyone in your team on the same page. Explore 250+ templates and interactive frameworks to start collaborating quickly with your team. Learn more about Miro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
MaintainX is mobile-first workflow and procedure digitization software that increases efficiency and real-time insights. Learn more about MaintainX
MaintainX is mobile-first workflow and procedure digitization software that allows frontline teams to know what they need to do and how to do it. Here's what we digitize and take away from the clipboard: -Safety Procedures -Environmental Checklists -Tooling & Gauge Reporting -Maintenance Procedures -Auditing/Inspection Workflows -Training Checklists We help managers to become more efficient operators by delivering real-time business insights from the field. Learn more about MaintainX

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
Shift is where work gets done. Its all your apps, accounts, and workflows in one beautiful desktop workstation, designed for focus. Learn more about Shift
Shift is the desktop app for streamlining your accounts, apps, and workflows. Tired of switching between accounts, and logging in and out? Toggle between multiple Gmail, Outlook & Office 365 accounts without the hassle. Connect all of your favorite apps (1,200+ to choose from!) and create the perfect workflow for you and your team. Make your work collaborative with Workspaces. Create the perfect workflow for you and your team with mission-critical tabs, apps and bookmarks in one place. Learn more about Shift

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool. Learn more about Connecteam
Connecteam's workflow management app is the easiest way to manage all employees with a single tool: Custom checklists, forms, & reports to be filled out from mobile; shift scheduling with notes, jobs dispatching with templates, drag & drop function; GPS time clock; private or company chat; in-app employee directory for all work contacts; updates; employee engagement with live polls; a suggestion box & surveys; online training, custom libraries, share files, manage tasks & more, all in one app! Learn more about Connecteam

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Hive is the only project management platform designed by its users. Because managing your work is a personal thing. Learn more about Hive
Hive is the only project management platform designed by its users. Because managing your work is a personal thing. In Hive, we've got all of your key project management, task management, time and resource management, collaboration, and communication tools to manage all of your work. Hive also has flexible project layouts, native email, group messaging and so much more. We guarantee that Hive is easy to use, integrates with your existing tools and is flexible for all ways of working. Learn more about Hive

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Checklist software with a Slack integration. Keep your team on task for your most important recurring processes, workflows and SOPs. Learn more about Manifestly
With Manifestly Checklists, your team knows exactly what recurring tasks they're assigned, when those tasks are due, and how they're supposed to do them. Assign recurring workflows, collect data, track due dates, use conditional logic to customize workflows, and customize your dashboards to ensure your team never misses an important deadline. Native Slack and Microsoft Teams integrations as well as 1000s of other integrations, you can be assured your workflows get used on time, every time. Learn more about Manifestly

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Think about it. Build it. Kintone's visual application builder lets you create and customize enterprise apps, zero coding required. Learn more about kintone
Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process. Learn more about kintone

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Mobile app for completing inspections, audits, safety reports, orders, and many other tasks. Easy to use, enterprise grade. Learn more about Forms On Fire
Forms On Fire is your mobile app for accurate inspections, audits, safety reports, orders, and many other tasks. Save time with pre-filled fields using data from your systems. Save time by eliminatin g travel back to the office. Save 100% of the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them. With enterprise-grade security, connections to thousands of systems, and ridiculously helpful customer service, you will delight your management team. Learn more about Forms On Fire

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Get More Done With Firm360. Save time and money with this all-in-one accounting management platform—the visibility you need. Learn more about Firm360
Streamline your accounting practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. Firm360 creates client management, project management, billing, reporting, and time management transparency. Save your firm time and money by replacing your current 5+ software solutions with one seamless experience. This all-in-one cloud-based platform is everything you need to get the job done! Learn more about Firm360

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Intellect workflow is can be easily modified by drag-and-drop technology. Learn more about Intellect
Intellect offers dynamic workflow as part of its Business Process Management (BPM) solution, a no-code platform for digital transformation and automation. Our vision is to "empower everyone to innovate" by offering an award winning BPM platform that enables non-programmers to use drag-and-drop technology to develop forms, workflows, and reports. Learn more about Intellect

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Quality management solution that helps users manage documentation, compliance, workflows, risks, employees training and more. Learn more about Qualtrax
Qualtrax is a complete quality and compliance software system used to manage and control documentation, automate business processes, manage customizable workflows, streamline training management, manage internal and external audits and ensure implementation of critical industry regulations in real-time. Ideal for heavily-regulated industries, where compliance with standards including ISO 17025, 17020, 13485, and 9001, TNI, GFSI, FDA, and FQS are required. Learn more about Qualtrax

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Proactively manage projects, automate, and connect your portfolio with Moovila, winner of the CODiE SIIA for best PM Solution. Learn more about Moovila
Accelerate projects with automation and precision forecasting - and answer: Are we on time? Are we properly staffed? What are the hidden risks? Moovila provides you with 24/7 risk monitoring, an automation engine that analyzes and adjusts schedules for you, and precision resource capacity management with skills-based matching, capacity conflict detection, and intelligent budget controls. After 40 years of digital project tools, a true automation system is finally here. Sorry for the wait. Learn more about Moovila

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Free workflow management solution with a large workflow library to boost performance through efficient and transparent workflows. Learn more about Pneumatic
Free workflow management for startups, growing teams, and small businesses. Pneumatic lets you shape how work gets done in your company by building efficient workflows on a fast, intuitive platform. Streamline repetitive tasks by converting them into workflows. Bring structure and transparency to your business. Pneumatic includes a library of free workflows to get you started such as lead enrichment, employee on-boarding and off-boarding, purchase approval, hiring, and many more. Learn more about Pneumatic

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Tonkean simplifies the orchestration of complex processes with a no-code platform for business operations. Learn more about Tonkean
Gain workflow efficiency without new tools or custom code. Tonkean enables mid-size and large enterprises to orchestrate complex, human-centric processes with an enterprise-grade, no-code platform for business operations. Gain efficiency in a matter of days by building solutions that manage and automate mission-critical processes on top of your existing tools. With 100+ native or custom integrations and AI-powered human-coordination, accelerate processes across people and systems, end-to-end. Learn more about Tonkean

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
The easiest way to eliminate chaos, on any device. Centralise workflow, process, policy & compliance to run like clockwork. Try free. Learn more about beSlick
beSlick is the easiest way to eliminate workflow chaos, try it for free. Onboarding, maintenance, delivery, approvals or recruitment - start where you need with a timestamped audit trail for compliance. Build drag & drop flowchart workflow in minutes, then repeat as simple team checklists. One home for process, policies and procedures accessible on any device, anywhere, so everyone knows exactly what to do. Integrate & automate to save time and reduce errors. We'll even help implement. Learn more about beSlick

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Sensus BPM Online is an intuitive BPMS for process modeling. The application is based on the Sensus method BPM Language. Learn more about Sensus BPM Online
Sensus BPM Online is an intuitive BPMS for process modeling and publication. The application is based on the Sensus method, a uniform methodology and clear process language to make sure team members are on the same page. The tools allow users to create, manage, and standardize processes, as well as export them to various formats for ease of use. The software automatically manages and visualizes the various inter-relationships between processes, so you can control process relationships. Learn more about Sensus BPM Online

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Omnidek is an intranet portal that allows your employees, customers, and vendors to do work together in one place with no-code. Learn more about Omnidek
Are you creating an Evergreen Communication Strategy for your company? Chat communications and audit history live inside Omnidek alongside workflows and forms forever creating a powerful historical snapshot of your business workflows. Omnidek provides a powerful, easy-to-use workflow management tool to manage, automate, and optimize every business process in one place. Create seamless, fast workflows with real-time approvals and intuitive business chat. Learn more about Omnidek

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Simplify and optimize all your company´s procurement-to-pay processes with CoreIntegrator Enterprise customizable solution. Learn more about CoreIntegrator Workflow
If you are looking to make your processes more efficient, get more done, have visibility into all of your approval processes, and save time and money, then CoreIntegrator Enterprise is the answer! Either as stand-alone or working with your existing ERP or financial system, our solution optimizes your company´s processes by automating repetitive tasks. With 20 years of experience, we use best business practices to offer a fully customized solution tailored to your business activity and needs. Learn more about CoreIntegrator Workflow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Voiro builds monetisation infrastructure for advertising and subscription-based businesses. Learn more about Voiro
Voiro builds the technology you need to drive your business, so that you don’t have to. We simplify work for media sales, operations and finance teams, making them more efficient and productive. We enable faster and better decisions across your teams, with a razor sharp focus on data. And we draw sharp insights from your revenue data, empowering teams to manage their risk, find new revenue opportunities and build stronger, higher-performing businesses. Learn more about Voiro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
TeamFlow is the process modeling and automation platform that allows users to create, edit, and share process flows in seconds. Learn more about TeamFlow
TeamFlow is the process modeling and automation platform that allows users to create, edit, and share process flows in seconds. Each diagram is a fully-featured graph data model – giving you more than a picture. Teams are able to visually document their business process. Then, with the push of a button, the process automates itself. Quickly build processes from scratch, import from spreadsheets or choose from our templates. Create a process repository to be the source-of-truth for your business. Learn more about TeamFlow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Seamlessly integrate and automate common Jira actions into Slack, with bespoke human and event-driven workflows. Learn more about Jira Workflow Steps for Slack
Workflow Steps for Jira is an app for Slack’s Workflow Builder. It integrates with multiple Jira instances to allow everyday users to create their own integrations and automations, without the need for coding knowledge. Workflow Steps for Jira can: - Create Jira issues from Slack - custom issue types and custom fields are handled - Update Jira issues through automated or triggered events - Record Slack messages into Jira as issue comments - Import workflow templates to get started Learn more about Jira Workflow Steps for Slack

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Flowbiz is a charting, workflow and automation solution that processes any activity, for any industry, anytime and anywhere you want. Learn more about Flowbiz
Flowbiz is a powerful highly scalable charting, automation workflow and integration solution. Users can get their business processes moving fast and report on any activity, for any industry, anytime, anywhere. Flowbiz helps save time and cost, cloud-based, offers high security plus a pack of other features starting from $5 AUD for Designer for charting, $18 AUD for Tasker for semi-automation and $35 AUD for AutoTasker for full systems automation per user per month. Learn more about Flowbiz. Learn more about Flowbiz

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Cloud-based solution that helps oil and gas businesses track and handle data synchronization, delivery orders, geo mapping, and more. Learn more about Atlas
Cloud-based solution that helps oil and gas businesses track and handle data synchronization, delivery orders, geo mapping, and more. Learn more about Atlas

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
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

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Microsoft Visio is a diagramming solution that helps visualize data-connected business process flows, empower remote teamwork, and more
Microsoft Visio is a diagramming solution with a robust library of templates and shapes, data connectivity capabilities, and integrated collaboration tools to empower remote workers and teams anywhere. Create impactful visualizations using provided shapes and starter files. Edit diagrams stored online simultaneously with colleagues through a web browser to work with others anywhere securely and effortlessly. Even connect diagrams to real-time data to make decisions quickly. Learn more about Visio

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
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 4,000 of the most popular apps—no code required. Learn more about Zapier

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting. Learn more about Airtable

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes.
Google Cloud Platform is cloud-based service that allows you to create anything from simple websites to complex applications for businesses of all sizes in all industries. Google Cloud Platform offers a scalable data warehouse powered by cloud storage and machine learning, as well as relational databases for transactions, complex queries, and more. New customers get $300 in free credits during the first 90 days after exhausting free usage which is available across 20+ different products. Learn more about Google Cloud

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
The collaborative work management leader, helping organizations streamline and automate processes to accelerate speed to market.
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront connects the enterprise by integrating people, data, and processes with automation. Whether through project templates, streamlined review-and-approval workflows, codeless integrations, or process automations, Workfront provides the tools businesses need to improve workflow and accelerate speed to market. Learn more about Adobe Workfront

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
The fastest, easiest, and highest value Workflow Management Software. Automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your dispatch, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately. Learn more about mHelpDesk

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Teamwork is the only platform built for scaling client work.
Teamwork is the only project management platform built specifically for client work. Deliver work on time and on budget, eliminate chaos, and understand profitability, all in one platform. Teamwork has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. Learn more about Teamwork

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software

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 for your Canadian organization. These systems provide a collaborative environment that lets users easily monitor and evaluate their processes. Workflow management software is related to project management software. Here we've outlined the benefits, features and considerations related to these tools so you can find the best workflow management software for your business in Canada.

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.

What are 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 tools automate 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 automation 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.

What are some 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.

What should be considered when purchasing workflow management software?

  • Reporting and analytics: Workflow 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 tools: 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.