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.
-
Hub Planner
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
ClickUp
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Miro
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
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 that sit between their teams and the executive suite and need to communicate complex data sets through visual dashboards.
monday.com Standout Features & Integrations
Features include workflow templates inside of their workflow operating system (Work OS), with workflow automation, data visualization, robust workflow customization for task boards, managing task status, assignees, due dates, hours spent, and more.
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
Process Street is a process-driven tool that adapts well to simple workflow strategies. While Process Street doesn’t offer as much as other workflow management software tools in terms of analytics and reporting, it’s a good fit for teams with document-driven workflows. The free plan welcomes an unlimited number of users, which is a nice trade-off for being feature lite in some areas.
Process Street’s approach breaks up workflow management into three chunks: handling documentation (creating, exporting, and embedding procedure documents and templates), running trigger-based workflows (for random events initiated by a trigger, such as a client onboarding), and programming scheduled tasks that run on an automated schedule. Its drag-and-drop task manager makes it easy for anyone to use.
Why I picked Process Street: With many tools for process documentation and workflow automation, it’s a good choice for teams who want a streamlined process framework without a maze of features to get lost in.
Process Street Standout Features & Integrations
Features include workflow management, task scheduling/tracking, attendance tracking, data visualization, employee database, vacation & absence calendar, process reporting, status notifications, employee incentive management, and process modeling.
Integrations include 1000+ apps through Zapier. It also integrates with Formstack, opening up a world of additional templates.
Pros and cons
Pros:
- Great third-party integration options
- Unlimited workflow checklists and templates
- Automation for onboarding/training
- Checklists utilize conditional logic
Cons:
- Missing field validation for phone numbers (emails only)
- No drag-and-drop for checklist reordering
Pneumatic Workflow is a workflow management solution that helps teams identify, organize, and coordinate sets of tasks in your organization for one fixed price. You can use it to streamline your organization’s processes into workflows with automatic task assignments.
Why I picked Pneumatic Workflow: Their software helps teams effectively minimize routine errors, improve communication between teams, boost productivity, eliminate redundancy, and automate task management. Their workflows can be launched in four ways, namely running the workflow manually, sharing kick-off forms, using external SaaS systems, and using the Pneumatic public API.
Using Pneumatic Workflow, you can build assembly lines to pass the results of certain tasks along to the next team member quickly and efficiently. You can also select pre-built workflows from their free template library, or run unlimited workflows from one template. Their free template library includes all the popular workflows you'd expect, including employee onboarding, content development, purchase approval, customer retention, feature release, and more.
Pneumatic Workflow Standout Features & Integrations
Features include a workflow template builder, workflow variables & tools, a tasks interface, highlights, shareable kick-off forms, automations, activity highlights, urgent prioritization, video-based workflows, informative data dashboards, comments and mentions, and a WYSIWYG editor.
Integrations are available by connecting a paid Zapier account and you can build custom integration using its API.
Pros and cons
Pros:
- They offer a 30-day money back guarantee if you are unsatisfied with their platform
- You can easily collaborate with guest (external) project stakeholders
- Their freemium plan includes enough features to get small teams started
Cons:
- Limited chat support window (9 am to 5 pm CST)
- Not many built-in software integrations
Formerly Orchestly, 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.
What users love: 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
Features include robust data management and visualization, workflow-centric collaboration functionality, process mapping, real-time workflow and task status updates, low-code automation, and more.
Integrations include other Zoho products and outside applications and third-party apps through built-in APIs.
Qntrl is completely free for companies with a maximum of 5 users.
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. It’s trusted by 99% of the Fortune 100, and used by teams at TransUnion, HP, Upwork, Cisco, Qlik, and Atkins. Miro’s visual platform is built for hybrid work, and has robust resources for continuous learning like Miro Academy, online events, and a community forum.
One of Miro’s many functionalities is as a workflow management tool with a focus on interactive, visual work boards. Visualize, chart, and share workflows with your team with ease — and watch your project go from idea to execution all in one place.
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 has integrations with a whole suite of tools, including Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Azure, and Webex. Some integrations are limited to paid plans only.
Miro is free to use for unlimited members with up to 3 editable boards. Paid plans start at $8/user/month (billed annually).
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
Features include project management, resource management and scheduling, budget and financial management, portfolio management, subcontractor management, contract management, and work order management.
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 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
Nifty is a project management app for automated workflow management. Nifty gives you the ability to manage tasks, track project milestones, communicate with teammates, create collaborative documents, and share and discuss files in a centralized workspace.
Why I Picked Nifty: Nifty's Milestones feature lets you view your task progress and automate progress updates based on the completion of related tasks. You can also block tasks that are dependent on the completion of prior tasks. Nifty also lets you create recurring schedules. Nifty provides a range of tools to help teams plan, execute, and deliver projects successfully. The platform offers a visual and intuitive interface for creating and tracking tasks, managing resources, and monitoring project progress.
Nifty has a range of collaboration and communication tools, including team messaging and file sharing, to help teams work together effectively. Nifty integrates with a range of other systems and tools, including popular productivity apps, to provide a comprehensive project management solution. The platform is designed to be easy to use and accessible, making it a good option for organizations of all sizes.
Nifty Standout Features & Integrations
Features task management, resource management, collaboration, dashboards, reports, a mobile app, customizations, and third-party integrations.
Integrations include Github, Google Drive and Calendar, Microsoft Suite, Slack, and Zoom with native integrations and more than 1000 integrations are available through Zapier.
Nifty also offers a free forever plan for up to 2 projects and an unlimited number of team members.
Pros and cons
Pros:
- Unlimited guest/client accounts
- Collaboration & communication tools
- Intuitive user interface
Cons:
- Workflow automations limited to Pro plan & above
- Limited integrations
Pipefy is among the more robust workflow management tools, with a comprehensive suite of workflow functions, form templates, reporting and analytics, and integrations. Much as the name suggests, Pipefy’s workflow could be likened to a network of pipes equipped with valves and triggers. What sets this Kanban tool apart is that you can apply a different set of specific work rules and triggers to each of your work processes—granted, it’s a bit of extra work to set up, but it does get more granular than many tools. This is a highly configurable tool, most suitable for teams with complex workflows involving many team members and constantly moving pieces.
Their kanban-inspired workflow management app is board-based (they call them “pipes”). Users choose from pre-made templates for common workflows, or you can build your own with an intuitive drag-and-drop tool. Within the boards, you create lists (or “phases”) that accommodate a wide range of management functions, such as survey questions, time estimates, difficulty ratings, and more. You can also track deadlines in various ways with a number of different notifications for overdue, late, and expired tasks. In addition to a customized workflow with triggers that help to automate processes (such as sending an email when a task hits a certain stage), it offers advanced reporting to visualize the data from workflows, a custom dashboard that can display information about productivity, lead time, and more.
Pipefy integrations include 500+ apps, through Zapier.
Pipefy costs from $12/month/user. There’s also a free plan that includes 5 boards and 10 users.
Summary of Pipefy:
- Automation: Pass
- KPI Reports: Pass
- Deadline Tracking: Pass
- Integration: Pass
Pros and cons
Pros:
- Flexible access controls/permissions
- Has compliance tracking
- Good free version of software
Cons:
- Changes sometimes overwrite historical data
- No graphical workflow editor
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.
Tools | Price | |
---|---|---|
monday.com | From $8/user/month (billed annually) | Website |
Process Street | From $100/month (billed annually) | Website |
Pneumatic Workflow | From $99/month (unlimited users) | Website |
Qntrl | From $8/user/month | Website |
Miro | From $8/user/month (billed annually) | Website |
Quickbase | From $35/user/month (billed annually, min 20 users) | Website |
Jotform | From $39/user/month | Website |
Quixy | From $10/user/month (billed annually) | Website |
Nifty | From $5/user/month (billed annually) + free plan available | Website |
Pipefy | From $20/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareWeitere 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:
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.