A lot of organizations use workflow management software to help them create and optimize their workflows. The best workflow management software can help you track, control, and coordinate your workflows, and in some cases, automate tasks that used to be completed manually.
This software lets you define workflows and set up rules for automatic processes. It also integrates with existing enterprise systems to route tasks.
Depending on the workflow management software you choose, you can easily drag and drop elements to customize your workflows without knowing how to code. You can also build forms to collect data and funnel the information into your systems, use a workflow engine to make decisions, create reports, and use a self-service portal to make requests and manage workflow tasks.
When you’re looking at workflow management software, consider whether you want to install it on-premises or use a cloud-based version, as some products are only available in the cloud.
If you’re interested in using a workflow management system, here are the seven best workflow management software packages:
Top workflow management software packages
Integrify workflow management software can be installed on-premises or in the cloud. If you choose an on-premises deployment, it works with macOS, Windows, and Linux.
The software is low-code, meaning you can create workflows without doing any coding, and you can design processes using a drag-and-drop interface.
Integrify uses an open API to integrate with enterprise applications like enterprise resource planning and customer relationship management (CRM) systems.
Another workflow management software product that offers the choice of on-premises or cloud deployment is HighGear. This software allows you to create forms and automate processes; plus it will generate reports and track time spent on workflows.
The workflows are color-coded, and you can view tasks in HighGear’s dashboard. The tool integrates with applications like Oracle, Microsoft Active Directory, Google Maps, Salesforce, HubSpot, and Symantec VIP.
Next on the list to offer both an on-premises and cloud-based deployment is Nintex. This product uses a drag-and-drop interface to build workflows and map processes, and it can generate documents and create custom forms. Nintex uses APIs to connect to other business applications like human resources, IT, and CRM software packages.
If you’re looking for an open-source workflow management software product, look no further than ProcessMaker. It offers a drag-and-drop interface to create workflows. ProcessMaker also includes a document builder to create electronic receipts, letters, confirmations, invoices, and contracts, and it integrates with your JotForm account.
ProcessMaker offers access offline, so you can fill out mobile forms and then upload them after you get back online. There’s also a dashboard that shows how processes and employees are performing. The software is completely cloud-based, so you don’t have to install it on your own computers or servers.
Another purely cloud-based workflow management software platform is Orchestly. This product is geared toward helping you automate, manage, and optimize your business processes and monitor daily workflows.
Orchestly uses a drag-and-drop interface to set up workflows, and it monitors workflows using common blueprints. Orchestly lets users access third-party apps as widgets and attach files to workflows. You can also integrate the software with other apps, using APIs, or build your own extensions.
If you want a project management software product that handles workflow management as well, Wrike may be worth considering. It lets you apply workflows to different teams, folders, and projects, and it can be installed on-premises or used as a cloud-based subscription product.
You’ll need to know some code when using Wrike, and the program doesn’t come with APIs that let you integrate it with third-party software out of the box.
Another project management package that includes workflow management is Asana, which lets you set up workflows within the software. A cloud-based service only, it includes third-party integrations with a variety of programs, including Salesforce, Adobe Creative Cloud, Slack, Dropbox, and JotForm. While it’s not a no-code product, you can build workflows using its drag-and-drop capabilities.
How do I choose?
The best workflow management software for your organization depends on how you want to deploy it, what you want to integrate it with, and the workflows you plan to automate. Before you choose a product, consider how much time you want to spend coding, what features you absolutely need, and if you’re already using a project management system you love and want to extend with workflow management software.