Workflow Management Software

Workflow management software helps businesses to streamline their everyday operational task assignment, management, and documentation processes. Through automating repetitive daily tasks, overall business productivity will greatly benefit. To effectively keep track of various tasks, workflow management solutions will usually provide a comprehensive overview of the status of all workflows. Advanced solutions can even generate metrics based upon business performance.  Read the full software guide...

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What is Workflow Management Software?

Workflow management software is used by businesses to help them streamline everyday operational processes such as task assignment, management, and documentation. As such, management personnel will be able to more easily gauge and analyze various potential areas for workflow improvement. Furthermore, through automating repetitive daily tasks, overall business productivity can significantly benefit.

To enable users to efficiently keep track of a range of processes, workflow management solutions will generally offer dashboard and reporting features that provide a comprehensive overview of the status of all workflows. Advanced solutions can go even further with features such as graphical process modeling and are able to generate metrics based upon business performance. Additionally, there can also be the ability to set up mobile and role-based access control, ensuring that every user can access their workflows regardless of location (which is especially of value for businesses with large or dispersed teams).

One of the key things to bear in mind before deciding upon a workflow management solution is how it will integrate into an existing technology stack. As workflows are dependent on the information gathered from various other business systems, it is crucial to opt for a solution that can ensure the simple transfer of data to and from, for example, a CRM that is already being used.

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Workflow Management
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Workflow Management

Common Features of Workflow Management

Access Management Control user or group permission settings for software applications or other systems.
API Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.
Batch Permissions & Access Control user or group access and permission settings for software or other systems.
Customer Management Manage customer databases and/or track outstanding shipments, payments and more.
Data Export Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.
Data Import Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.
Data Visualization Data visualization features render a visual interpretation of data sets through the use of charts, infographics and other visual cues generally in form of a reporting dashboard.
External Integrations Integrations with other software products or platforms to improve efficiency and compatibility across systems.
Inventory Tracking Stay on top of inventory levels, to manage the storing, reordering or production of stock items.
Notifications Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.
Process Modeling Process modeling enables users to create and edit business workflows.
Process Reporting Process reporting enables users to generate reports and graphs based on KPIs to identify inefficient processes, bottlenecks, and unproductive employees.
Project Management Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.
Reports Allow users to collate large amounts of performance data into a variety formats.
Status Notifications Provide information about overdue returns and outstanding deliverables.
Supplier Management Manage suppliers and purchases required in the day-to-day operation of a business.
Task Scheduling/Tracking Schedule and track tasks and deliverables in form of to-do-lists.
Third-Party Plugins/Add-Ons Offers additional features or integrations built by third-party developers in form of plugins or add-ons.

Latest User Reviews of Workflow Management Products

ouko john
05 Oct 2020
"Most effective app with project management. "

Reliable with tracking the progress of any projects. Effective with setting due dates to task. Great with workflow management

James Gordon
05 Oct 2020
"Very productive app with file collaboration"

Very brilliant app with project collaboration. Have the best customer service. Reliable and flexible with task management.

Jesse Owens
12 Oct 2020
"Organize the work of the office from any l..."

It is a very complete tool for project management, I can say many valuable features but I like to highlight its options for creating...

Kateryna Ponomarenko
20 Oct 2020
"Agistix helps drive innovation"

Working with Agistix has shown us how much knowledge we can have on where our product is when we need to know right away. Looking ba...

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