Steigere die Effizienz deines Teams: Die beste Workflow Management System 2024
10 Die beste Workflow-Management-Software
Here's my pick of the 10 best software from the 20 tools reviewed.
Get free help from our project management software advisors to find your match.
Ein solides Workflow-Management-Tool dient als Leitfaden für den aktuellen Stand der Projektaufgaben, die im Laufe des Projekts durchgeführt werden müssen. Die Projektergebnisse werden dabei in ihrer Gesamtheit durch verschiedene Prozesse, Kontrollen und Bilanzen geformt.
Die Workflow-Management-System fügt deinem Workflow eine Struktur- und Transparenzebene hinzu. So kannst du Ideen in Produkte und Konzepte in Prozesse umsetzen. Diese Tools helfen dir, sicherzustellen, dass das Projekt ordnungsgemäß durchgeführt wird und die Qualität des Projekts erhalten bleibt. Sie unterstützen dich bei der Planung von Aufgaben, der Zusammenarbeit mit anderen, der Verwaltung von Workloads, der Erstellung und Freigabe von Dokumentationen und der Auswertung von Fortschritten. Heutzutage ist die Workflow-Management-Software ein Muss, um Teams zusammenzuhalten, insbesondere angesichts der wachsenden Komplexität und Schnelligkeit unserer zahlreichen, verteilten Mitarbeiter.
Mit den neuen Möglichkeiten der Automatisierung und der Verfügbarkeit nützlicher Daten für die Entscheidungsfindung lassen sich so viel bessere Ergebnisse erzielen als mit einer To-Do-Liste. So kannst du dein Team mit einem umfassenden Ökosystem von Business Process Management Tools (BPM-Tools) unterstützen, um effiziente, optimierte Arbeitsabläufe zu schaffen.
Der Trick dabei ist, zu wissen, wie du die beste Workflow-Management-Systeme für dein Team, deine Geschäftsziele und dein Budget auswählen solltest. Hier ist eine Zusammenstellung der besten Workflow-Management-Software zusammen mit den wichtigsten Kriterien, die bei der Auswahl eines Workflow-Tools zu berücksichtigen sind.
Was leistet eine Workflow-Management-System? (Und wie kann sie dir helfen?)
Was ist eine Workflow-System?
Im Grunde genommen ist ein Workflow-Management-System (WMS) eine Zusammenstellung von Funktionen zum Einrichten, Ausführen und Überwachen von Geschäftsaufgaben.
Was tut eine Workflow-System?
Workflow-Management-System hat viele Namen – man könnte sie als BPM-Software oder einfach als Prozessmanagement-Software bezeichnen. Unabhängig davon, wie du sie nennst, bieten alle Workflow-Tools eine Benutzeroberfläche, um deinen Workflow visuell darzustellen und die vielen beweglichen Elemente zu optimieren.
Freelancer, Agenturen, Unternehmen und alle anderen können von einem Workflow-Tool profitieren. Ziel ist es, die Produktivität zu steigern, Kosten zu senken, die Kommunikation zu verbessern und einen reibungslosen Informationsaustausch innerhalb eines Projekts zu ermöglichen. Mit Workflow-Management-Software kann man von der Terminüberwachung auf individueller Ebene bis hin zur Automatisierung wiederkehrender Aufgaben auf Projektebene sowie der Bewertung und Optimierung der Projektleistung auf Geschäftsebene alles tun.
Eine Workflow-Software automatisiert diese Prozesse. Es trägt zu einem BPM-Framework oder -methodik bei.
Was ist ein BPM Framework?
Ein BPM-Framework (Business Process Management) ist ein prozessorientiertes Framework, das die Definition und den Einblick in die koordinierten Aufgaben eines Unternehmens ermöglicht.
Was ist BPM-Methodik?
Die BPM-Methodik zielt darauf ab, die Unternehmensprozesse von Anfang bis Ende zu vereinfachen, um Produktivität und Effizienz zu steigern. Die BPM-Methodik umfasst die Analyse von Geschäftsprozessen, die Erstellung neuer Frameworks und die Überwachung von Prozessen zur kontinuierlichen Optimierung.
The Digital Project Manager ist Mehr zu den Features und Funktionalitäten voner-unterstützt. Wenn du durch die Links auf unserer Website klickst, erhalten wir möglicherweise eine Provision. Mehr Informationen.
Die beste Workflow-Management-Software, um die Effizienz deines Teams zu steigern
At the bottom of the post, we include a table summarizing basic info about the tools described in this article as well as an explanation of our selection criteria, so you can understand how we made this list of workflow management software.
-
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Ravetree
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.1
Die beste Workflow-Management-Software zur Steigerung der Effizienz Ihres Teams
monday.com is a project management software used across diverse industries, rapidly growing teams, and enterprise organizations. monday.com sits at the intersection of project management and workflow management software. It simplifies complex workflow processes by streamlining management to focus on structure and transparency.
Why I picked monday.com: You can create tasks on a board and then add the steps required to reach task completion. monday.com is highly customizable and easy to use right out of the box. I also find that it’s incredibly easy to import data from other workflow management software, and even spreadsheets!
Its workflow management software also offers various workflow views that can be arranged by list, geographical map, kanban board, or Gantt chart. These workflows can then be visualized in dashboards to create a bird’s-eye view of the progress and data workflow managers need to monitor. I find information especially useful for workflow managers who sit between their teams and the executive suite and need to communicate complex data sets through visual dashboards.
monday.com Standout Features & Integrations
Standout features like customizable dashboards allow you to tailor your project views, providing real-time insights and quick access to essential information, thereby enhancing decision-making and efficiency. Another important feature that unlocks with the Enterprise plan is the workflow builder. This tool will let you map workflows in a drag-and-drop environment that dictate the behavior of the software as information changes.
Integrations through Zapier include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and others.
Pros and cons
Pros:
- Large workflow template library to jumpstart planning
- Work OS—A specifically designed workflow system for custom workflow apps
- Lots of integrations to support 3rd party data
- Out-of-the-box workflow automation recipes
Cons:
- Initial customization takes time
- Limited export functionality for reports
- Minimal multi-lang support
Accelo is a cloud-based platform designed to help professional service businesses manage client work efficiently. It offers configurable workflow automation that integrates various aspects of operations, including project management, client relationship management, and billing, into a single system.
Why I picked Accelo: Accelo's project management capabilities are particularly beneficial for workflow management and automation. It enables you to plan, track, and deliver projects with real-time visibility into budgets, schedules, and resources. The platform's adaptive project scheduling adjusts timelines automatically when changes occur, helping your team stay on track and meet deadlines.
Another feature that stands out is Accelo's client work management. It provides a centralized database for all client communications and project details, ensuring that your team has access to up-to-date information.
Accelo Standout Features & Integrations
Standout features include automated time tracking to capture billable hours without manual input, ensuring accurate invoicing and time management. Another notable feature is client portal access, allowing clients to view project progress and collaborate directly, enhancing transparency and communication.
Integrations include Google Workspace, Microsoft 365, Microsoft Exchange & Microsoft Outlook, Xero, QuickBooks Online, HubSpot, Mailchimp, Salesforce, Stripe, PayPal, Jira, Continuum, Zendesk, Practice Ignition, Google Analytics, and others.
Pros and cons
Pros:
- Comprehensive client management features
- Offers workflow automation options
- Good resource allocation features
Cons:
- May have a learning curve for new users
- Limited mobile functionality
Celoxis is a web-based software for managing projects, resources, issues, risks, timesheets, workflows, and collaboration. Team members and project managers can customize project dashboards, project KPIs, and reports to track project progress and workflow in real-time.
Why I Picked Celoxis: Through Celoxis, teams can create custom “apps” that help track business processes. Features such as notifications, escalation and routing rules, automation, and time-driven actions ensure project managers create and use a workflow that works for their teams and their projects.
Another useful feature is the ability to include clients in workflow processes, allowing them to collaborate efficiently and in real-time.
Celoxis Standout Features & Integrations
Standout features include advanced scheduling tools that enable you to manage complex project timelines with ease, ensuring tasks are completed efficiently. Another feature worth highlighting is its approval workflows. With this feature, you can set up multi-layer approval workflows for time-entry requests.
Integrations include Jira, Microsoft Excel, Microsoft Project, Google apps, Salesforce, and more through an account with Zapier (may incur additional costs).
Celoxis is available as a cloud service or can be installed on-premise.
Pros and cons
Pros:
- Gantt view is extremely customizable
- Great scheduling and resourcing
- In-app timer allows you to easily track time
Cons:
- Tasks in a project cannot be assigned to clients
- Can’t add custom fields to a discussion
- UX flow and menu structure can be confusing
Qntrl is a low-code workflow orchestration software that brings visibility, control, and automation to processes by cutting down on manual work. The platform lets users control all incoming requests for a team through a centralized interface.
Why I picked Qntrl: Qntrl comes with integrated tools to help workflow process managers design, deploy, and iterate workflows for almost any process. Workflow managers can leverage process automation mapping experience assists in creating custom forms to quickly fetch essential data. Users can escalate issues, assign tasks, approve/reject stages, and handle huge data transfers from spreadsheets present in different verticals.
Qntrl Standout Features & Integrations
Standout features like advanced automation enable you to automate complex workflow actions with dynamic assignments and business rules, reducing manual intervention. Another standout is advanced transitions which use real-time data to automate task assignment and can take user workload into consideration.
Integrations include other Zoho products and outside applications and third-party apps through built-in APIs.
Pros and cons
Pros:
- Webhooks can send notifications to third-party applications
- Great workflow visualizations (“Blueprints”)
- Native integration with Zoho
- Modest per-user price
Cons:
- Complex feature set has a learning curve
- Field names have to be unique across flows
Miro is a collaborative online whiteboard with over 1,000 templates including mind maps, Kanban boards, Gantt charts, product wireframes, research boards, and flowcharts.
Why I picked Miro: At The Digital Project Manager, we use Miro to map out content clusters and to visualize content workflows from start (brainstorming ideas) to finish (publishing the content on our site). Miro's flexibility allows for the integration of various types of content—numerical data, images, brand elements, and videos—into diagrams, catering to diverse project needs. The platform features quick diagram tools for efficient editing and assembly, alongside a broad selection of pre-built templates specific to different industries and business functions, to speed up the creation process.
With its cloud-based framework, Miro also ensures accessibility across different locations, allowing teams to work together seamlessly on workflow diagrams while complying with GDPR and CCPA. This focus on collaboration, clarity, and accessibility makes Miro a practical tool for teams aiming to streamline their workflow diagramming efforts.
Miro Standout Features & Integrations
Standout features includes the infinite canvas which provides unlimited space for brainstorming and project mapping, accommodating complex workflows without constraints. Additionally, Miro's extensive template library offers ready-to-use templates for various activities, expediting your workflow processes.
Integrations include Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Azure, and Webex. Some integrations are limited to paid plans only.
Pros and cons
Pros:
- Built-in communication features for streamlined collaboration
- Intuitive and easy setup
- Free forever plan available
Cons:
- Free version does not allow high-quality export to pdf
- Zooming can be jumpy on larger projects
- Visitor/guest accounts locked to paid plans only
QuickBase offers a platform designed for dynamic work management, providing a robust solution for businesses to manage complex projects and processes. It distinguishes itself as a leading choice for dynamic work management by offering a no-code application platform that empowers teams to create, connect, and control their workflows with ease and efficiency.
Why I picked QuickBase: I chose QuickBase for workflow management because it offers a highly customizable platform that caters to a variety of project types and industries, including construction, manufacturing, property management, education, government, and legal. You can use their software to set up workflows for numerous business needs, including project management, process improvements, field services, supply chain monitoring, training, and customer relations.
What sets QuickBase apart is its emphasis on enabling users to create, connect, and customize applications without the need to replace existing systems. This flexibility is particularly valuable for dynamic work environments where adaptability is key.
QuickBase Standout Features & Integrations
Standout features like a no-code application development platform allow you to build custom workflow solutions tailored to your business needs without requiring programming skills. Another notable feature is real-time data integration, enabling seamless connectivity with existing systems to ensure data consistency and accuracy across workflows.
Integrations include Salesforce, Slack, Microsoft Teams, Google Calendar, Gmail, Outlook, Dropbox, and Box. QuickBase also supports industry-specific integrations and custom connections through RESTful APIs.
Pros and cons
Pros:
- Robust notifications and reminders
- Simple no-code platform is easy for non-tech people to learn
- Workflows are easy to set up and customize
Cons:
- Project management integrations are limited
- Team plan requires a minimum of 20 users
Jotform Workflows is a no-code automation tool aimed at simplifying workflow management and improving approval processes for organizations. It enables users to create customized workflows that automate tasks and enhance collaboration. The tool offers features such as real-time tracking and integration with popular applications, aiding businesses in boosting efficiency and productivity.
Why I picked Jotform Workflows: In my opinion, Jotform Workflows' drag-and-drop builder is a prominent feature, enabling users to create customized workflows without any programming knowledge. This is particularly advantageous for businesses aiming to simplify complex processes like approvals, e-signatures, and payment requests.
Along with this feature, I find Jotform Workflow's automation extremely valuable, as it reduces the manual workload, ultimately enhancing efficiency and productivity. Additionally, its seamless integration with popular applications such as Google Drive and Slack promotes collaboration and ensures that workflows are interconnected across different platforms.
Jotform Workflows Standout Features & Integrations
Features include approval workflows, progress tracking, streamlined task assignments, payment requests, analytics and reporting, collaboration tools, and automated approval processes.
Integrations include Square, HubSpot, Google, Vimeo, Salesforce, Giphy, Microsoft, Adobe, PayPal, and LinkedIn.
Pros and cons
Pros:
- User-friendly interface
- Wide range of templates
- Extensive customization
Cons:
- Limited offline capabilities
- Steep learning curve
Kissflow is a low-code workflow management software solution that combines projects, cases, and collaboration within its core functionality. This solution is ideal for teams or projects whose makeup, processes, or framework require flexibility.
Why I picked Kissflow: The platform is highly intuitive, requiring little to no effort to utilize. Users can either build on top of existing app categories like HR, Finance, or Procurement, or build one from scratch. The visual interface lets users drag and drop elements to create any number of apps with low-code or no coding required.
The customizable workflows and dynamic routing let users adapt when requirements change or as teams scale. Users can prioritize work and easily delegate work to team members. Users get instant notifications when an item is complete or requires action.
Kissflow Features & Integrations
Features include workflow process reporting, task flow tracking, trigger-based workflow automation, and custom reporting like KPI dashboards and ad-hoc reports configuration.
Integrations are offered natively or through Zapier include Google Drive, Gmail, Google Calendar, MailChimp, Slack, Microsoft Outlook, and others.
Kissflow Plans & Pricing
Kissflow pricing begins at $360 for up to 30 users a month and offers a free demo. No free plan is available.
Pros and cons
Pros:
- Community feedback voting for roadmap features
- Loads of configurable workflow design features
- Built-in, holistic workflow modeling
Cons:
- Requires longer time to implement and onboard
- Not tailored for small organizations
Jotform Enterprise is a a powerful, easy-to-use data collection process for businesses of all kinds who are looking to optimize their workflow management processes. With Jotform, businesses will have access to offline forms, surveys for product feedback and reviews, collaboration tools, approvals for automated workflows, and conditional logic for a personalized customer form experience. They specialize in B2B businesses but can be adapted to a wide range of customer markets and industries.
Why I Picked Jotform Enterprise: Jotform Enterprise offers companies an easy-to-use tool that makes closing deals, collaborating with coworkers, signing waivers, and collecting form responses a more seamless process. Jotform Enterprise provides you with a wide range of workflows, forms, reports, and automation tools that can be used to build custom applications tailored to your needs. It also allows you to create customized forms for collecting data from customers or employees and then create automated workflows based on this data.
Jotform workflows can automate everyday tasks such as customer onboarding, order processing, invoicing, approvals, reminders, notifications, and follow-ups, allowing businesses to save time by eliminating manual processes.You can set up automated form submissions so that all incoming data is automatically sent to the designated destination, like your customer database or email account.
Additional features include workflow automations, conditional logic, e-sign documents with automated signing orders, webhooks, API, and helpful ways to integrate feedback into your workflow.
Jotform Enterprise Standout Features & Integrations
Features include form building tools, mobile responsiveness, payment integration, conditional logic, data collection and management, form branding, multi-language support, SSL encryption, and integration with third-party apps.
Integrations include Google Drive, Google Sheets, Slack, Dropbox, PayPal, Stripe, Salesforce, Mailchimp, and Airtable. It also can integrate with Zapier to automate workflows and connect JotForm with over 1,000 other apps and services but this requires a Zapier account and may incur additional costs.
Pros and cons
Pros:
- Cost-effective, even for Enterprise plans
- Mobile-responsive forms & surveys
- Wide range of workflow templates
Cons:
- Data visualization options are limited
- Required Zapier for most integrations
Quixy is a user-friendly no-code business application platform that empowers users with no coding skills to automate workflows and processes. Users can assess, design, model, implement, monitor, and modify any processes using simple and efficient drag-and-drop design.
Why I chose Quixy: the workflow management platform provides dozens of pre-built workflow applications for a variety of use cases, such as CRM, project management, HRMS, travel and expense management, helpdesk and incident management, and much more. The software also offers automation options, and users can build custom workflows and processes to fit the needs of their team or department. The tool also includes capabilities for tracking project and task milestones.
The platform is rated Leader – Asia Pacific for No-Code Application Development on G2 and is ISO 27001 and SOC 2 Type 2 certified.
Quixy Standout Features & Integrations
Features include business rules and validation, mobile app, annual platform support, customizable workflow UI and designer, and more.
Quixy’s API allows integration with other third-party apps and tools.
Quixy Plans & Pricing
Pricing starts at $10/user/month. A 21-day free trial is available
Pros and cons
Pros:
- Excellent data tables and app referencing
- Workflow building requires zero coding skills
- Simple drag and drop workflow design
Cons:
- Could benefit from larger variety of app templates
- More online help content welcomed
- No in app collaboration with other users in the workflow
Zusammenfassung der besten Workflow-Management-Software
Hier findest du eine Tabelle mit grundlegenden Informationen zu den in diesem Artikel beschriebenen Tools. Informiere dich über die Preise und die Verfügbarkeit kostenloser Tests, um einen schnellen direkten Vergleich durchzuführen.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for automating manual processes | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website | |
| 2 | Best configurable workflow automation | Free demo available | Available upon request | Website | |
| 3 | Best enterprise-grade workflow system | 14-day free trial + free demo available | From $25/user/month (billed annually) | Website | |
| 4 | Best for workflow orchestration | 15-day free trial | From $8/user/month | Website | |
| 5 | Best for flowcharts and mind maps | Free plan available | From $8/user/month | Website | |
| 6 | Best for dynamic work management | 30-day free trial + free demo available | From $35/user/month (billed annually, min 20 users) | Website | |
| 7 | Best for no-code workflow creation | Free plan available | From $34/month (billed annually) | Website | |
| 8 | Best for customizable workflows | Free demo available | From $1,500/month | Website | |
| 9 | Best for B2B-oriented enterprises | Free plan available | From $34/month (billed annually) | Website | |
| 10 | Best for drag-and-drop workflows | Free demo available | Pricing upon request | Website |
Weitere Workflow-Management-Software, die es wert ist, in Betracht gezogen zu werden
Ich hatte noch keine Gelegenheit, diese richtig zu analysieren, aber wenn die in der Review enthaltenen Tools nichts für dich sind, solltest du dir diese zusätzlichen BPM-Tools ansehen:
- Nifty
For team communication
- Pipefy
For Kanban-inspired workflows
- Process Street
For process documentation
- Kintone
For designing custom workflow apps
- Avaza
For consolidating workflows
- Cflow
For growing organizations
- DocuWare
For document management workflows
- Studio Creatio
For no-code workflow automation
- Camunda Platform
BPMN workflow engine
- Kissflow Workflow
For workflow templates
Möchtest du die Optionen eingrenzen?
Dieses Tool ist ziemlich nützlich. In Zusammenarbeit mit Crozdesk haben wir uns bemüht, dir Zugang zu dem “Software-Finder” zu geben.
Wenn du einige der Details über dein Projekt und die Funktionen, die du in einem Projektmanagement-Tool suchst, eingibst, wird eine Liste von Tools erstellt, die deinen Präferenzen entsprechen. Du gibst deine E-Mail an das Team weiter und es schickt dir einen nützlichen PDF-Leitfaden mit einer Zusammenfassung deiner besten Übereinstimmungen.
Wie wählt man die beste Workflow-Management-Software aus?
Wofür brauchst du es?
Wenn du dich danach fragst, versuchst du eigentlich zu identifizieren: sind meine Prozesse menschlich oder systemzentriert? Ein menschenorientierter Workflow konzentriert sich mehr darauf, Menschen und ihre Aufgaben, Dokumente und Fortschritte an einen Ort zu bringen. Ein systemzentrierter Workflow konzentriert sich darauf, verschiedene Geschäftsprozesse oder Systeme zusammenzuführen und deren Funktionen zu einem einheitlichen Workflow auf einem zentralen Punkt zu integrieren.
Wer wird es benutzen?
Wie viele Personen sind in deinem Team? Wer wird das Tool einsetzen und benötigst du eine rollenbasierte Zugriffskontrolle? Du solltest dich auch fragen, welche Arten von Personen das Tool verwenden werden, um zu entscheiden, ob du etwas Codebasiertes oder mit Low/No-Code benötigst.
Wenn man an sein Team denkt, ist es leicht anzunehmen, dass ein großes Team zwangsläufig komplexere Workflow-Funktionen benötigt. Dabei sollte man jedoch bedenken, dass selbst große Projekte am besten mit einfachen Workflows funktionieren und dass alles, was wirklich notwendig ist, die Möglichkeit ist, Aufgaben zuzuweisen, Dokumente gemeinsam zu nutzen und Termine zu verfolgen. Auf der anderen Seite können selbst sehr kleine Teams komplexe Workflows haben, die von erweiterten Berichts-, Ressourcenmanagement- und Optimierungsfunktionen profitieren.
Wie würde das in deinen Prozess passen?
Passt dieses Tool zu deinem bestehenden Toolkit und lässt sich mit den richtigen Tools integrieren? Wenn dies eines der ersten Tools ist, die du hinzufügst, kann es dann skaliert und erweitert werden, um deine Bedürfnisse zu erfüllen, wenn dein Unternehmen wächst? Frag dich selbst, ob dein Team es online nutzen wird, oder ob es etwas braucht, das auch offline funktioniert.
Wie lange dauert es, bis es reibungslos läuft?
Ist es einfach zu implementieren? Schau dir außerdem die Einfachheit des Onboardings an: Ist es ein Tool, das dein Team leicht erlernen kann? Viele Tools bieten je nach Preisstufe unterschiedliche Support-Level – bietet es technischen Support, oder wirst du hängen gelassen? Und schließlich, wird die Software gehostet, oder wirst du die Infrastruktur dahinter unterhalten?
Wie viel kostet es?
Die Preise liegen in einem weiten Bereich von $0-$40 pro Benutzer und Monat. Die meisten Workflow-Tools werden pro Benutzer berechnet, was die Wichtigkeit unterstreicht, zu berücksichtigen, wie viele Teammitglieder es verwenden werden. Außerdem ist zu berücksichtigen, wie viele Teammitglieder es in Zukunft verwenden werden. Achte darauf, dass du überprüfst, wie die Kosten mit deiner Skalierung steigen werden. Nicht nur, dass deine Kosten mit jedem Teammitglied steigen werden, du musst auch deinen Plan auf eine kostspieligere Stufe aufstocken, wenn deine geschäftlichen Anforderungen steigen.
Was denkst du dazu?
Was berücksichtigst du bei der Wahl einer Workflow-Management-System? Welche Erfahrungen hast du mit der Auswahl und dem Einsatz von Workflow-Software gemacht? Erzähle unserer Community, was deiner Meinung nach die wichtigsten Aspekte bei der Auswahl eines Workflow-Tools sind.