El Mejor Software Para la Gestión de Procesos (Software BPM) para Mejorar el Flujo de Trabajo

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.

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.

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:

1. Automation: Pass
2. KPI Reports: Pass
3. Deadline Tracking: Pass
4. Integration: Pass

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.

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).

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.

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.

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.

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.

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.