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.


Common Features of Workflow Management

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.
Contact Management Manage large amounts of personal or business contacts in a centralized system.
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.
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.
Supplier Management Manage suppliers and purchases required in the day-to-day operation of a business.
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

Hoozin
Ricardo Thiele
13 Jun 2019
"Great Add-on for SharePoint "

Hoozin is a great platform to combine the different Office 365 applications in one place. Another strength in the personalisation of...

Hoozin
Bachir Nacouzi
18 Jun 2019
"Hoozin the Digital Workplace of the future"

Hoozin concept of digitalizing the workplace by stressing on communities build-up and everything which revolves about it is what str...

Hoozin
Marwan Nacouzi
21 Jun 2019
"Simple View"

Using Hoozin, facilitated our daily tasks, increased the communication ease of use, as well as it helped navigating through various ...

Hoozin
Dylan Redfield
21 Jun 2019
"Easy to use, seure & visually appealing"

Hoozin comes complete with most, if not all, of the standard features that are present in today's Digital Workplace solutions. Howev...


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