¡La gran variedad de herramientas BPM puede impresionarte fácilmente! Examinaremos las siguientes herramientas:
- monday.com
Best for automating manual processes
- Smartsheet
Best workflow management software with built-in reporting features
- Hive
Best small business workflow management software
- Kintone
Best for building custom workflows
- Next Matter
Best for automating core processes and workflows
- Process Bliss
Best workflow management software for process improvement
- Kissflow
Best enterprise workflow management software
- Admation
Best agency workflow management software
- Orchestly
Best workflow management software for optimizing processes
- VOGSY
Workflow automation exclusively for G Suite
El Software de Gestión de Flujo de Trabajo canaliza el flujo del trabajo de un proyecto, dirigiendo su curso de la A a la Z. Una herramienta de flujo de trabajo sólido sirve como una guía para las diversas tareas que deben realizarse durante el proyecto, formando completamente los resultados del proyecto a medida que fluyen a través de diferentes procesos, verificaciones y balances.

El Flujo de Trabajo convierte las ideas en productos y los conceptos en procesos. Las herramientas de flujo de trabajo agregan una capa de estructura y visibilidad a este flujo, lo que te ayuda a garantizar que el proyecto se entregue correctamente y que se mantenga la calidad del proyecto. Estas herramientas te apoyan a medida que programas tareas, colaboras con otros, gestionas cargas de trabajo, creas y compartes documentación y evalúas el progreso. Hoy en día, el software de gestión de flujo de trabajo es una herramienta imprescindible para mantener los equipos unificados, especialmente con la creciente complejidad y el rápido ritmo de nuestra fuerza laboral distribuida.
Aprovechando las nuevas capacidades que ofrece la automatización y la disponibilidad de datos útiles para la toma de decisiones, puedes hacer algo mucho mejor que una lista de tareas pendientes: puedes respaldar en tu equipo un ecosistema completo de herramientas de gestión de procesos empresariales (herramientas BPM) para crear flujos de trabajo eficientes y optimizados.
El truco está en saber cómo elegir el mejor software de gestión de flujo de trabajo para tu equipo, tus objetivos comerciales y tu presupuesto. Aquí desglosamos el mejor software de gestión de flujo de trabajo junto con los criterios clave que se deben tener en cuenta al elegir una herramienta de flujo de trabajo.
¿Qué hace un Software de Gestión de Flujo de Trabajo? (Y cómo puede ayudarte)
¿Qué es el Software de Flujo de Trabajo?
Básicamente, un sistema de gestión de flujo de trabajo (WMS) es un conjunto de funciones para configurar, hacer y monitorear tareas de negocios.
¿Qué hace el Software de Flujo de Trabajo?

El software de gestión de flujo de trabajo tiene muchos nombres: es posible que escuches que se refieran a él como software BPM o simplemente como software de gestión de procesos. No importa cómo lo llames, todas las herramientas de flujo de trabajo ofrecen una interfaz para representar visualmente el flujo de trabajo y optimizar las partes móviles.Los freelancers, agencias, empresas y el resto de las personas pueden beneficiarse de algún tipo de herramienta de flujo de trabajo, con el objetivo de aumentar la productividad, reducir los costos, mejorar la comunicación y realizar un intercambio fluido de información dentro de un proyecto. Puedes utilizar el software de gestión de flujo de trabajo para cualquier cosa, desde la supervisión de fechas de entrega a nivel individual, hasta la automatización de tareas recurrentes a nivel de proyecto, y la evaluación y optimización del rendimiento de los proyectos a nivel empresarial. El software de flujo de trabajo automatiza estos procesos. Contribuye a una estructura o metodología BPM.
¿Qué es la Estructura BPM?
Una estructura BPM (Gestión de Procesos de Negocio) es una estructura centrada en el proceso que proporciona definición y visibilidad de los conjuntos de tareas coordinadas de una organización.
¿Qué es la Metodología BPM?
La Metodología BPM tiene como objetivo simplificar completamente los procesos de negocios para aumentar la productividad y la eficacia. La Metodología BPM incluye el análisis de los procesos de negocios, la creación de nuevas estructuras y procesos de monitoreo para la optimización continua.

En la parte inferior del artículo, incluimos una tabla que resume información básica sobre las herramientas descritas en este artículo, así como una explicación de nuestros criterios de selección, para que puedas comprender cómo hicimos esta lista de software de gestión de flujo de trabajo.
El Mejor Software de Gestión de Flujo de Trabajo para Aumentar la Eficacia de su Equipo
monday.com
Best for automating manual processes
monday.com, an award winning platform, is one of the few workflow tools that prides itself on ‘not being a project management tool’! They’ve done away with a lot of the trimmings of typical workflow tools and focused instead on a structure and views that help clarify the sequence of work that needs to be done.
You put tasks on a board, and then you add in the steps you’ll need to take to get it done. It’s vaguely similar to a spreadsheet (a nicer-looking one)— if you’re currently using spreadsheets for project management, monday.com is a good choice because it can round out your workflow with alerts, notifications, integrations, and automated processes. monday.com’s features include a customizable task board for managing task status, assignee, due date, hours spent, and more.
The tool offers multiple views of work—view by list, by geographical map, on a Kanban board, and others. It also offers a great project dashboard with a Gantt chart style overview for checking all projects that are underway.
Apart from that, monday.com enables big picture views using dashboards that collect data from multiple boards, allowing better tracking abilities of progress. It doesn’t offer much in the way of financial reporting, though, so for budget-related reports you’d want to look at 3rd party integrations.
monday.com’s integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and many more that are accessible via Zapier. For help setting up integrations, the company’s customer support is available 24/7 by phone or email.
monday.com costs from $6/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.
Pros
- Huge focus on collaboration
- Long list of supported integrations
- Spreadsheet-style pulses for task progress
Cons
- Complex pricing rubric
- No single-user plan
Smartsheet
Best workflow management software with built-in reporting features
Smartsheet is based on spreadsheets and allows users to organize tasks, schedules, processes, and more on spreadsheets.
Smartsheet is a spreadsheet-like project management tool. It has won a few awards for quickly becoming a favorite business app. It’s a nice workflow management software if you’re comfortable working in Excel but want a break from complicated formulas—Smartsheet performs all the calculations for you across multiple sheets. You can also add customized brand logos and set color themes for individual projects.
Smartsheet has useful features such as workflow automation and visualization of tasks in Gantt, calendar, and card views. Team members get notified of critical changes in real-time, and the tool provides shared views, detail history, activity logs, automated alerts, reminder, and status reports to keep everyone aligned and informed.
The Critical Path feature highlights all the tasks which directly impact your project completion date to keep an eye on important milestones. Reporting is a strong feature of this workflow tool, with editable summary reports that you can easily export to Excel.
Smartsheet integrations include Microsoft and Google apps, as well as development essentials like Jira, and useful business apps like Salesforce, ServiceNow, Slack, Box, and Tableau. The platform is extensible through a REST API and webhooks.
Smartsheet costs from $7/user/month, with a minimum of 3 users and a maximum of 25 users. They also offer a 30-day free trial.
Pros
- Easy to pull data from multiple sources
- Great alternative to Excel spreadsheets
- Well-communicated prepared-by-client (PBC) requests
Cons
- Advanced training recommended
- Paid plans start at a higher pricing tier
Hive
Best small business workflow management software
Hive is a project management tool, collaboration platform, and workflow management software that powers companies like Starbucks, Uber, WeWork, and IBM. With AI-based analytics, thousands of integrations, flexible project views, and more, Hive streamlines your workflow in one centralized platform. Used by teams of varying sizes, from 10 people to 1,000, Hive is a great option for a diverse range of companies and work styles.
Hive’s time-tracking, analytics, and flexible view capabilities allow for a transparent understanding of other team-members work and upcoming projects. Hive also has one of the first full email integrations in any project management tool, which allows you to send and receive Gmail and Outlook messages from the app. Choose Hive if you’re in the market for a well-laid-out, comprehensive workflow management tool that can be scaled up or down based on team needs.
The tool costs $12 per user per month when billed annually.
Summary of Hive:
- Automation: Pass
- KPI Reports: Pass
- Deadline Tracking: Pass
- Integration: Pass
Pros
- Flexible project layouts
- Native email and messaging
- Has infinite subtasks
- Add external users without paying for a seat
Cons
- Lack of a desktop app or an add-on
- Calendar tools are more basic
Kintone
Best for building custom workflows
Kintone is a customizable workflow management tool used by teams at Volvo Trucks North America, Japan Airlines, Shiseido, LiveWell Colorado, and over 23,000 organizations worldwide. Their unique approach to workflow management lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, sales CRM, customer databases, expense reports, shared to-do lists, equipment management, product feedback, and much more.
Kintone lets you build custom workflow management apps by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more. Your workflow management solution can look and work however you want it to.
What makes Kintone particularly great for workflow management is that it empowers managers to track all facets of their teams’ workflows, from individual tasks and project data to multi-step approval processes with branching conditionals. Kintone’s flexible workflow management platform allows users to quickly improve their workflows as they go and adjust processes as their needs change.
Supporting features for workflow management include the ability to filter tasks by data field or team member to generate custom reports or dashboard views, and automate reminders and handoffs between team members for multi-step workflows. You can also view, edit, and update workflows from a desktop web browser or the platform’s mobile app.
Kintone’s built-in communication features also allow teams to discuss workflows and tasks directly in the workflow apps and in topic or project-based threads. Dedicated “spaces” organize everything your team needs, including task-tracking apps and searchable conversation threads.
There are so many ways to customize Kintone it can be hard to know where to start. Read the starter blog “What Can You Build with Kintone?” or watch Creating an App from Scratch for a quick look at how the drag-and-drop builder works.
Kintone lets you expand its capabilities with both free native plugins built by the Kintone team as well as integrations with other tools like Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.
Kintone costs $24/user/month with a minimum requirement of 5 users. They offer a 30-day free trial (no credit card required) and discounted prices for nonprofits and educators. Kintone’s team also offers a free custom app build as part of the free trial process.
Pros
- Discounted plans for education, NGO, and government
- Low-code customized & automated workflows
- Comprehensive mobile app
Cons
- Minimum 5 user plans
- No single-user plan
- Per-user storage capped at 5GB (all plans)
Next Matter
Best for automating core processes and workflows
Next Matter is an workflow management platform for scaling businesses where you get a dedicated partner with management consulting and technical experience, a personalized implementation and onboarding plan, technical support for integration and platform design, and guided rollout and onboarding sessions for teams.
Next Matter comes with customization and automation features for tasks and workflows and integrations with popular third-party tools. With Next Matter, you can scale processes without knowing how to code, the need for consultants, or IT project management skills.
Next Matter lets you build and launch no-code operations tools and solutions using building blocks like barcode scanning, electronic signatures, and external access.
Next Matter integrates with tools such as BambooHR, Basecamp, Box, DocuSign, Dropbox, Freshworks, Gmail and Google Workspace, Hootsuite, Hubspot, Jira, MailChimp, Microsoft Dynamics 365, Miro, Oracle Suite, Quickbooks, SAP ERP, Sage, Salesforce, Slack, SurveyMonkey, Trello, Workday, Xero, Zendesk, monday.com, and other apps.
Next Matter costs from $29 per user/per month (minimum 10 users).
Pros
- Rules-based automation for everything
- Dashboard overview for status and escalations
- Streamlined collaboration for external users
- No-code/Low-code, drag and drop process builder
Cons
- No single-user plan
- Minimum of 10 seats
- Not tailored for small organizations
Process Bliss
Best workflow management software for process improvement
Process Bliss is a powerful workflow management system for teams and small to medium businesses. The tool includes strong template features and an excellent workflow builder that supports decision branching, loops, dependent due dates, and data and file capture within a familiar process flowchart view.
Templates are centralised in an easy to navigate folder structure that supports permissions. Users can also build their own templates using the workflow builder. Tasks can be created one-off or from templates, and teams can set different owners for each step in a task, as well as customize notifications for owners. Tasks can also be automatically scheduled as recurring to ensure they’re not missed.
The tool also includes built-in process improvement, which is achieved by features for process quality analytics and template feedback, as well as the ability to record when steps can’t be done and why, which assists in improving workflows on an ongoing basis.
Pricing starts at $10 per user per month.
Pros
- Powerful task workflow builder
- Built-in process improvement capabilities
- Great workflow progress reports
- Amazing support team and implementation help
Cons
- Can't batch export data
- Time tracking not built-in
- No custom branding (is on the roadmap)
- No public API (is on the roadmap)
Kissflow
Best enterprise workflow management software
This is the buffet of workflow management software. Combining projects, cases, and collaboration with its core functionality, workflows, Kissflow offers a unified digital workplace for all forms of work, both manual and automated. The visual interface lets users drag and drop elements to create any number of apps without any coding. Users can either build on top of apps spanning across multiple categories like HR, Finance, or Procurement in their gallery or build one from scratch.
The platform is highly intuitive and requires little to no effort to learn. 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.
Further, users can identify bottlenecks, track task flows, and drastically improve efficiency. Kissflow is intrinsically connected with G-suite and users can make use of its open API to integrate with any other tool.
There’s nothing else quite like Kissflow on the market. This tool offers highly configurable, trigger-based workflows and advanced reporting features like KPI dashboards and ad-hoc reports configuration. Kissflow is a good tool for teams or projects whose makeup, processes, or framework can experience change at the drop of a hat.
However, for users who are building workflows that require more system integrations rather than human tasks, Kissflow may not have all the features required.
Kissflow starts at $360/month for up to 30 users and offers a 14-day free trial.
Pros
- Holistic, comprehensive task modeling
- Loads of configurable features
- Community feedback voting for roadmap features
Cons
- Not tailored for small organizations
- Could use a better commenting system
Admation
Best agency workflow management software
Admation is a project management software made for marketing teams and agencies that want the benefit of multiple features rolled into one comprehensive tool. Combining project, resource, and approval workflow management, Admation enables users to manage the full production cycle of their campaigns, from project set up to resources to managing the entire approval workflow.
With a user-friendly interface, Admation offers an exceptional range of project tracking software features and tools. A central dashboard enables you to have complete visibility over your projects and resources while offering an intuitive framework from which to manage all facets of your work.
Features include briefing templates, project resource templates, project timelines, scheduling and assigning tasks, document approval, capacity planning, department dashboard & calendar, resource allocation, timesheets and time tracking, a complete brand archive, permissions & access levels, tags & keywords, a secure digital storage system for your finalized ads, and more. Integrations include email systems and Mediaocean, formally BCC, which is ad agency finance software.
Admation costs from $30 per user per month and offers a free demo and free trial upon request.
Pros
- View extensive history for each job
- Great for proofing material
- Track reviews and approvals
- Easily manage updates and changes
Cons
- Custom reporting tools limited to Enterprise
- Plan Can’t batch download a project
Orchestly
Best workflow management software for optimizing processes
Orchestly is a workflow management software that helps automate, manage, and optimize routine business workflows and standard operating procedures on a drag and drop platform. Built for medium and enterprise businesses in any industry, it helps automate workflows across departments like HR, Marketing, Finance, IT, and Legal.
Customizable forms make it easy to capture business information. Both simple and complex workflows can be mapped as flowcharts in a few minutes on a drag and drop workflow builder that doesn’t require in-depth technical knowledge.
You can ensure accountability by assigning the right people to the right stages of a process. Contextual data like comments and attachments can be requested from users during the process. Decision making can be automated by setting if-then conditions to route the flow. Manual labour can be eliminated by automating stages based on condition or time. Process exceptions can be handled through business rules.
Requesters can track everything in real time, and stay updated on requests. Employees know exactly what should be done, and when. Ready-made reports give you powerful insights on your process bottlenecks and redundancies, and you can create your own process-specific reports to analyze and improve your operational KPIs.
Orchestly has an Active Directory and role-based access control. You can integrate with your other tools and build your own third party app extensions as widgets. You can also connect to other tools via Zapier and Zoho Flow. There is a marketplace with several pre-built extensions like Slack, Dropbox, Google Drive, and Zoho Sign as well.
Orchestly offers a 15-day free trial and has flexible user-based pricing that starts at $8/user per month. There is also an implementation team that can help you automate your organization’s workflows.
Pros
- Modest per-user price
- Native integration with Zoho
- Great workflow visualizations (“Blueprints”)
- Webhooks can send notifications to third-party applications
Cons
- Dashboards aren’t customizable
- Complex feature set has a learning curve
VOGSY
Workflow automation exclusively for G Suite
VOGSY is a workflow management tool that helps Professional Services Organizations (PSO) through unifying the essential workflows and data. This is done in one easy-to-use platform, automating operations from quote to cash, all on the google cloud.
You can manage your quote to cash workflow by VOGSY as well as opportunity management, generating & sending quotes to clients, creating projects, resource management, time-tracking and invoicing. Through all of this, VOGSY produces reports in real time on everything from project margins to employee billability and even the whole organization’s P&L. Along the way there are useful integrations into other G Suite apps such as Sheets and Drive.
The UI is modelled on Google’s material design, making it immediately familiar & intuitive to G Suite users. Setup is guided by both an in-product setup assistant, plus a dedicated customer success manager, with support provided by real developers, not call center employees reading from a script. This means onboarding is measured in days and weeks, not months and quarters, and won’t break the bank.
VOGSY is ideal for small to mid-sized Professional Services Organizations looking to lay solid foundations for future growth, or larger ones who have tech stacks that are out of control and want to bring their data and operations back into one, manageable place.
VOGSY’s integrations include all the leading CRMs such as SalesForce & HubSpot, and financial systems such as QuickBooks and Xero, allowing for a seamless flow all the way from lead generation to your bank account.
VOGSY costs $19/user/month. You’re charged monthly in arrears for the number of users you activate – no minimum commitment. They also offer free demo and free workshops.
Pros
- Integrates well into Google Suite ecosystem
- Beautiful graphs and management dashboards
- User-friendly, social media-like interface
Cons
- Steep learning curve for new employees
- Most workflow features limited to higher plans
- Comment text length limitations
Resumen de los Mejores Software de Gestión de Flujo de Trabajo
A continuación te presentamos una tabla que resume información básica sobre las herramientas descritas en este artículo. Mira los precios, así como la disponibilidad de pruebas gratuitas para hacer una comparación rápida entre ellas.
Tool | Free Option | Price | ||
---|---|---|---|---|
1 | monday.com Best for automating manual processes | 14 days free trial | From $6/user/month | Check out monday.com |
2 | Smartsheet Best workflow management software with built-in reporting features | 30 days free trial | From $7/user/month | Check out Smartsheet |
3 | Hive Best small business workflow management software | 14 days free trial | From $12/user/month | Check out Hive |
4 | Kintone Best for building custom workflows | 30 days free trial | From $24/user/month, minimum of 5 users | Check out Kintone |
5 | Next Matter Best for automating core processes and workflows | 14 days free trial | From $29/user/month (minimum 10 users) | Check out Next Matter |
6 | Process Bliss Best workflow management software for process improvement | 14 days free trial, no credit card needed. | From $10/user/month. Yearly subscribers receive two months free. Further discounts for Good Causes. | Check out Process Bliss |
7 | Kissflow Best enterprise workflow management software | 14 days free trial | From $360/30 users/month | Check out Kissflow |
8 | Admation Best agency workflow management software | Free demo and trials available | From $30/user/month | Check out Admation |
9 | Orchestly Best workflow management software for optimizing processes | 15 days free trial | From $8/user/month | Check out Orchestly |
10 | VOGSY Workflow automation exclusively for G Suite | Free demo and workshops | From $19/user/month | Check out VOGSY |
Otros Software de Gestión del Flujo de Trabajo que vale la pena Considerar
No he tenido la oportunidad de revisarlos correctamente, pero si las herramientas incluidas en este artículo no funcionan para ti, intenta revisar estas herramientas adicionales de BPM:
- Asana
Easy-to-use, free workflow software
- TeamGantt
Easy drag-and-drop creation of Gantt charts
- Process Street
Manage recurring checklists and procedures
- Formstack
Workflow template library with over 200 pre-built forms
- ProWorkflow
Integration-friendly collaborative workflow platform
- Gain
Social media + marketing workflows & approvals
- Screendragon
Work management software for marketing teams
- Celoxis
Robust, enterprise-grade workflow system
- ClickUp
100 free uses of basic workflow tools + charts
- Clarizen
Workflow app for PMOs & professional services
- ProcessMaker
Low-code iBPMS for enterprise-level processes
- MetaTask
Simple way to manage repeatable business workflows
- Avaza
iPhone, iPad, & Android friendly workflow app
- Pipefy
Build shareable forms, portals & actions
- Lytho
Workflow mangement with built-in DAM
- WorkflowGen
Create integrated, adaptive workflows for digital ecosystems
- Integrify
Build custom document & file approval workflows
- Backlog
Online workflow management app for developers
- Nintex
End-to-end process intelligence & workflow automation
Criterios de Selección para los Software de Gestión de Flujo de Trabajo
Algunos programas de automatización de flujo de trabajo son más completos que otros: algunos se centran en la gestión del flujo de trabajo en sí mismo (asignación de tareas, creación de dependencias, seguimiento de plazos). Este tipo de aplicación también puede llamarse software de diagrama de flujo de trabajo. Otros ofrecen un sistema de gestión de flujo de trabajo más completo como parte de un software de gestión de recursos o software de gestión de proyectos más amplio. Como tales, ofrecen un conjunto de funciones empresariales adicionales para crear formularios de proceso, manejar facturas y pagos, modelar datos, administrar un portafolio de proyectos y más.
En nuestra selección de software de gestión de flujo de trabajo, redujimos nuestros criterios a algunos puntos clave. Estas son las funciones esenciales de una herramienta de flujo de trabajo útil:
- Automatización: este es el punto del uso de un software de flujo de trabajo. Examinamos las funcionalidades de automatización que ahorran tiempo, como la asignación automática de tareas, el envío de notificaciones emergentes, la documentación de enrutamiento, el envío de actualizaciones de estado y la generación de informes.
- Informes KPI: Esto suele ser algún tipo de panel con pantallas gráficas de sus estadísticas de flujo de trabajo. Los informes de KPI no solo brindan a los miembros del equipo información sobre el estado de sus tareas o proyectos, sino que también brindan información de la gestión relacionada con dónde están ocurriendo las ineficiencias para que puedan optimizar sus procesos de negocios.
- Seguimiento de Fechas de Entrega: Incluso con un panel de control, cuando se ejecutan docenas de flujos de trabajo, es fácil perder de vista las fechas de entrega. Para ser útil, una herramienta de flujo de trabajo tiene que ofrecer un sistema claro para los indicadores de SLA. Las herramientas usan notificaciones, códigos de colores y vistas de tablero que muestran las tareas por fecha de vencimiento para ayudarlo a gestionar las fechas de entrega.
- Integraciones: Hoy en día, todos los proyectos requieren múltiples herramientas. El software de gestión de su flujo de trabajo debe integrarse absolutamente con otras aplicaciones que utiliza para su negocio. Esto incluye calendarios, CMS, herramientas de desarrollo, bases de datos, correo electrónico y herramientas de comunicación, aplicaciones de procesamiento de pagos, etc.
- Precio: El valor que obtiene de una herramienta de flujo de trabajo tiene que alinearse con el precio que está pagando. El mejor software de flujo de trabajo para usted no requerirá que pague por las funciones que no necesita o los usuarios que no tiene. Evaluamos el precio de la herramienta en función de su simplicidad, transparencia y valor ofrecido al precio.
¿Cómo escoger el Mejor Software de Gestión de Flujo de Trabajo?
El mejor software de flujo de trabajo que existe es el que se alinea estrechamente con los requisitos de sus procesos de negocio. Al elegir, pregúntate:
¿Para qué lo necesitas?
Al preguntar esto, realmente estás intentando identificar: ¿Los procesos están centrados en el ser humano o en el sistema? Un flujo de trabajo centrado en el ser humano se enfoca más en llevar a las personas y sus tareas, documentos y progreso a un solo lugar. Un flujo de trabajo centrado en el sistema se centra en reunir diferentes procesos o sistemas de negocios, integrando sus funciones para crear un flujo de trabajo unificado en un espacio.
¿Quién lo va a usar?
¿Cuántas personas hay en tu equipo? ¿Quién va a utilizar la herramienta y necesita un control de acceso basado en roles? También deberás preguntarte qué tipo de personas utilizarán la herramienta para decidir si necesitas algo basado en código o con código bajo / sin código.
Al pensar en su equipo, es fácil asumir que un equipo grande necesita funciones de flujo de trabajo más complejas. Sin embargo, ten en cuenta que incluso los proyectos grandes pueden funcionar mejor con flujos de trabajo simples donde todo lo que se necesita realmente es la capacidad de asignar tareas, compartir documentación y hacer un seguimiento de las fechas de entrega. Por otro lado, incluso los equipos muy pequeños pueden tener flujos de trabajo complejos que se benefician de funciones avanzadas de generación de informes, gestión de recursos y optimización.
¿Cómo tendrá cabida en mi Proceso?
¿Esta herramienta encaja con su conjunto de herramientas existente y se integra con las herramientas adecuadas? Si esta es una de las primeras herramientas que está agregando, ¿se ampliará y expandirá para satisfacer sus necesidades a medida que crece? Pregúntate si tu equipo lo usará en línea o si también necesitan algo que funcione sin conexión.
¿Cuánto tiempo tomará para que funcione sin problemas?
¿Es fácil de implementar? Junto con esto, debes observar la facilidad de incorporación: ¿es una herramienta que tu equipo puede aprender a usar fácilmente? Muchas herramientas ofrecen diferentes niveles de soporte en función a sus precios. ¿Ofrece soporte técnico o quedará colgado? Finalmente, ¿la solución está alojada o mantendrá la infraestructura detrás de ella?
¿Cuánto cuesta?
Los precios están en un amplio rango de $ 0 a $ 40 por usuario al mes. La mayoría de las herramientas de flujo de trabajo tienen un precio por usuario, lo que resalta la importancia de considerar cuántos miembros del equipo lo usarán, así como cuántos miembros del equipo lo van a usar más adelante en el futuro. Asegúrese de ver cómo aumentará el costo a medida que aumenta la escala; no solo aumentarán sus costos con cada miembro del equipo, sino que también es posible que tenga que aumentar su plan a un nivel más costoso a medida que aumenten las necesidades de su negocio.
¿Qué opinas?
¿Qué consideraste al elegir un software de gestión de flujo de trabajo? ¿Cuál es tu experiencia al elegir y utilizar el software de flujo de trabajo? Comparte con nuestra comunidad las consideraciones que piensas son más importantes al seleccionar una herramienta de flujo de trabajo.