10
Here's my pick of the 10 best software from the 20 tools reviewed.
Le logiciel de gestion du flux de travail canalise le flux de travail d’un projet, dirigeant son cours de A à Z. Un outil de flux de travail solide sert de guide pour les tâches courantes qui se produisent tout au long du projet, avec un résultat qui se forme au fur et à mesure qu’il passe par les différents processus, contrôles et équilibres.

Le logiciel de gestion des flux de travail ajoute une couche de structure et de visibilité à votre flux de travail, vous aidant à transformer les idées en produits et les concepts en processus. Ces outils vous aident à vous assurer que le projet est livré correctement et que la qualité du projet est maintenue. Ces outils vous aident à planifier les tâches, à collaborer avec les autres, à gérer les charges de travail, à créer et à partager la documentation et à évaluer les progrès. Aujourd’hui, les logiciels de gestion des flux de travail sont indispensables pour garder les équipes unifiées, en particulier avec la complexité croissante et le rythme rapide de notre main-d’œuvre répartie et multi-tâche.
En profitant des nouvelles fonctionnalités offertes par l’automatisation et la disponibilité de données utiles à la prise de décision, vous pouvez faire beaucoup mieux qu’une liste de choses à faire – vous pouvez soutenir votre équipe avec tout un écosystème d’outils de gestion des processus métier (outils BPM) pour créer des flux de travail efficaces et optimisés.
L’astuce consiste à savoir comment choisir le meilleur logiciel de gestion de flux de travail pour votre équipe, vos objectifs commerciaux et votre budget. Voici une liste des meilleurs logiciels de gestion de flux de travail ainsi que les critères clés à prendre en compte dans le choix d’un outil de flux de travail.
Que fait un logiciel de gestion de flux de travail? (Et comment cela peut vous aider)
Qu’est-ce qu’un logiciel de flux de travail?
Au cœur d’un système de gestion de flux de travail (WMS) se trouve un ensemble de fonctions permettant d’établir, d’exécuter et de surveiller des tâches commerciales.
Que fait le logiciel de flux de travail?
Les logiciels de gestion des flux de travail portent de nombreux noms – vous l’entendrez peut-être sous le nom de logiciels BPM, ou simplement de logiciels de gestion des processus. Quel que soit le nom que vous lui donnez, tous les outils de flux de travail offrent une interface permettant de représenter visuellement un flux de travail et d’optimiser ses nombreuses pièces mobiles.

Les freelances, les agences, les entreprises et tous ceux qui se trouvent entre peuvent bénéficier d’une sorte d’outil de flux de travail, dans le but d’augmenter la productivité, de réduire les coûts, d’améliorer la communication et d’assurer un échange fluide d’informations au sein d’un projet. Vous pouvez utiliser un logiciel de gestion de flux de travail pour tout, du suivi des délais au niveau individuel à l’automatisation des tâches récurrentes au niveau d’un projet, en passant par l’évaluation et l’optimisation de la performance des projets au niveau métier.
Le logiciel de flux de travail automatise ces processus. Il contribue à l’élaboration d’un cadre ou d’une méthodologie de BPM.
Qu’est-ce que le cadre BPM?
Le cadre BPM (Business Process Management) est centré sur les processus qui fournissent la définition et la visibilité des tâches coordonnées d’une organisation.
Qu’est-ce que la méthodologie BPM?
La méthodologie BPM vise à simplifier les processus métiers de bout en bout afin d’augmenter la productivité et l’efficacité. La méthodologie BPM comprend l’analyse des processus d’affaires, la création de nouveaux cadres et le suivi des processus pour une optimisation continue.
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Les meilleurs logiciels de gestion du flux de travail pour améliorer l’efficacité de votre équipe

En bas de l’article, nous incluons un tableau résumant les informations de base sur les outils décrits dans cet article ainsi qu’une explication de nos critères de sélection, afin que vous puissiez comprendre comment nous avons fait cette liste de logiciels de gestion de flux de travail.
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Zoho Projects
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Forecast
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Accelo
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The Best flux de travail Management Software To Boost Your Team’s Efficiency
Adobe Workfront is a cloud-based platform that helps teams plan, manage, and track their work in one place. It’s built to support complex workflows across departments like marketing, IT, HR, and creative teams.
Why I Picked Adobe Workfront
One of the reasons I chose Adobe Workfront is its ability to automate repetitive tasks and standardize execution through customizable project templates. These templates can be tailored to fit your team's specific needs, allowing for consistent processes across projects. Additionally, Workfront's decision-making dashboards automatically assign tasks and populate calendars based on resource availability and project due dates, ensuring that work is allocated efficiently.
Adobe Workfront also supports various work methodologies, including agile, Scrum, Kanban, waterfall, and hybrid approaches. This flexibility allows teams to work in the way that suits them best, promoting better collaboration and productivity.
Adobe Workfront Key Features
Adobe Workfront offers a suite of additional features tailored for workflow management and project management.
- Task Automation: You can set up automations for assigning tasks and populating calendars based on resource availability and project due dates.
- Online Proofing and Approvals: This feature reduces rework and simplifies version control by letting stakeholders directly comment and approve in the same file creatives are working in.
- Strategic Team Alignment: Resource allocation and alignment tools help you prioritize work to increase productivity, reduce added costs, and get to market sooner.
- Resource Management: You can manage team resources with tools for allocation and capacity planning, so your team can focus on delivering their best work without overcommitting.
Adobe Workfront Integrations
Integrations include Frame.io, Creative Cloud, Box, Dropbox, Google Workspace, Jira, Microsoft Calendars (Office 365/Outlook Live), Microsoft OneDrive, Microsoft Outlook, Microsoft Teams, and Salesforce.
Pros and cons
Pros:
- Online proofing tools simplify version control
- Real-time updates and iterative planning tools
- Comprehensive workflow automation capabilities
Cons:
- Limited offline capabilities
- Integration setup can be time-consuming
Wrike is an intuitive workflow management software suitable for teams of five or more, and offers an unlimited number of users. When I asked consultant Harvey Eckstein about this tool, he said, "Wrike’s blueprints are ideal for workflow management because they automate repeat tasks."
Why I Picked Wrike
I picked Wrike because it excels at reconnecting siloed teams through features like workflow-powered collaboration and automation. With customizable dashboards and dynamic request forms, your team can personalize project management tools and streamline data collection. Wrike's integration capabilities allow for seamless connectivity with various applications to centralize workflows and improve communication. These functionalities improve project visibility and collaboration, which makes Wrike a strong choice if you want to boost productivity and teamwork.
Wrike Key Features
Wrike offers a multitude of other features for workflow and project management.
- AI Automation: You can automate routine tasks and free up your team to focus on more strategic activities.
- Visual Collaboration Tools: This includes a whiteboard feature that allows for seamless teamwork and idea exchange.
- Custom Dashboards: You can create personalized dashboards with widgets for enhanced data visualization and decision-making.
- Resource Planning: You can use Gantt and workload charts to manage resources effectively and maintain optimal task allocation.
Wrike Integrations
Integrations include QuickBooks, Skyvia, Miro, Google Sheets, Power BI, Salesforce, Tableau, and Microsoft Teams.
Pros and cons
Pros:
- In-app chat to reduce cost for collaboration
- Easily visualize workflow performance
- Comprehensive workflow modeling
Cons:
- High learning curve to fully utilize
- Not suitable for small organizations
New Product Updates from Wrike
Streamlining Workspaces with New Updates
Wrike announces custom space templates, AI Agents in Wrike Labs, and a new Guage widget to improve project management. For more information, visit Wrike's official site.
If you're looking to transform how your marketing team or agency operates, Screendragon offers a unique approach to workflow management. This no-code platform offers AI tools that help you automate complex workflows, provide real-time insights, and free your team from mundane administrative tasks. Whether managing agency operations or optimizing resource management, it empowers you to focus on creativity and impactful work.
Why I Picked Screendragon
I picked Screendragon because it's no-code workflow management features are tailored to serve marketing teams. Unique features like AI agents and governance rules let you automate complex workflows and manage high volumes of marketing activities.
The platform also provides real-time insights and advanced permission controls, so your team can focus on creative processes while maintaining operational efficiency. With these tailored functionalities, Screendragon stands out as a valuable tool for boosting productivity and profitability in marketing operations.
Screendragon Key Features
Screendragon offers a variety of other workflow management features that cater to diverse needs.
- Visual Workflow Builder: This feature lets your team create and modify workflows with a drag-and-drop interface, which makes it easy to adapt processes to your specific requirements.
- Dynamic Custom Forms: You can create tailored forms for capturing the specific data necessary for your projects and make sure all relevant information is collected and processed efficiently.
- Digital Approval Management: This lets you streamline your approval processes, set up automated approval workflows, reduce bottlenecks, and speed up project timelines.
- Comprehensive Workflow Analytics: You get real-time insights and reports on your workflows, which helps you make informed decisions and optimize your team's performance.
Screendragon Integrations
Integrations include Microsoft Power BI, Slack, Microsoft Teams, Jira, Google Drive, Egnyte, Box, Adobe, Salesforce, and Trello.
Pros and cons
Pros:
- Responsive and knowledgeable customer support team
- Easy to scale workflows and processes to large teams and departments
- Workflow builder does not require coding abilities
Cons:
- Configuration options can be overwhelming
- Some functionalities difficult to find or not immediately clear
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.
This tool has plenty of flexibility built into it, but that flexibility requires thoughtful planning. Consultant Fred Baker advised, "When setting up workflows in monday.com, it's important to avoid early design decisions that limit flexibility."
Why I Picked monday.com
I chose monday.com for its unparalleled capacity to automate manual processes. The platform's automation features let you set up triggers, conditions, and actions that eliminate repetitive tasks and free your team to focus on strategic initiatives. The no-code interface lets anyone create custom workflows, which helps reduce human errors and improve organizational efficiency.
monday.com Key Features
monday.com offers several other key features that make it a useful workflow management tool.
- Visual Boards: These customizable boards serve as the central hub for your projects, and there are a variety of views (e.g. Kanban, calendar, and Gantt) for managing tasks effectively.
- Dashboards and Reporting: You can aggregate data from multiple boards into dashboards to provide insights and key metrics in a single location for better decision-making.
- Collaboration Tools: This includes real-time updates, mentions, and file sharing to maintain seamless communication within your team.
- Time Tracking: You can monitor how much time is spent on tasks or projects and get insights into productivity and areas for improvement.
monday.com Integrations
Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, and GitHub.
Pros and cons
Pros:
- Large workflow template library to jumpstart planning
- Lots of integrations to support 3rd party data
- Out-of-the-box workflow automation recipes
Cons:
- Limited export functionality for reports
- Minimal multi-lang support
New Product Updates from monday.com
monday.com Introduces AI Blocks for Workflow Automation
monday.com introduces AI Blocks for all users, enhancing workflow with ready-made AI actions for increased efficiency. For more information, visit monday.com's official site.
Smartsheet is a work management platform modeled after spreadsheets that lets you organize tasks, schedules, processes, and more. It is an excellent workflow management software solution if you're currently using Google Sheets or Microsoft Excel for workflows and looking for an upgraded experience.
Why I Picked Smartsheet
One of my favorite aspects of Smartsheet is that it automates calculations, even across multiple sheets. That automation enables workflow managers to gather data across multiple workflows and spaces without needing to write complex formulas.
Reporting is a strong feature of this workflow tool, with editable summary reports that can be easily exported to Excel or Sheets. The critical path feature highlights all the tasks that directly impact a project completion date so workflow managers can easily keep an eye on important milestones.
Smartsheet Key Features
Smartsheet offers a range of features that can help you and your team better manage workflows and projects.
- Conditional Logic: This feature lets you adapt your workflows based on real-time data changes, so you and your team can manage dynamic processes with ease.
- Pre-Built Templates: These templates let you quickly create or customize workflows for notifications, updates, and document generation to save time and effort.
- Approval Requests: You can automate the routing and tracking of approval processes to keep projects moving forward efficiently and transparently.
- Calendar View: You can visualize your tasks and deadlines on a calendar to easily manage timelines and schedules.
Smartsheet Integrations
Integrations through a REST API and webhooks include Microsoft Office and Teams apps, Google Drive, Jira, Salesforce, ServiceNow, Slack, Box, and Tableau.
Pros and cons
Pros:
- Workflow process notifications keep users on track
- Cross-sheet data sharing for holistic reports
- Low/no-code workflow automations
Cons:
- Limited change-tracking functionality
- Set limit to rows per spreadsheet
New Product Updates from Smartsheet
Smartsheet Adds Provisional Member Settings for User and Budget Control
Smartsheet has launched new Provisional Member settings in the Admin Center, giving organizations more control over user management and budget predictability. Admins can now automatically downgrade or upgrade trial users based on company preferences. For more information, visit Smartsheet's official site.
If you're looking to enhance your accounting firm's efficiency, TaxDome might just be the workflow management solution you're seeking. Tailored specifically for accounting professionals, it tackles challenges such as client management, time tracking, and workflow automation. By integrating these features, TaxDome helps improve productivity within your practice, making it an appealing choice for firms aiming to optimize their workflow processes.
Why I Picked TaxDome
I picked TaxDome for its strong workflow automation, which is essential in any workflow management software. It lets you automate status updates and reminders, so your team can stay on track without relying on constant manual follow-ups. I also like how its task management tools allow you to set dependencies and assign work easily, which helps when you are managing complex accounting projects. Together, these features support the efficiency and accuracy many firms look for when improving their workflow processes.
TaxDome Key Features
In addition to workflow automation and task management, here are some other features that make TaxDome an excellent choice for workflow management:
- Client Portal: Provides secure communication, document uploads, e-signatures, and online payments, all within a customizable branded portal.
- Document Management: Offers unlimited cloud storage with AI-driven document organization and a native PDF editor.
- Billing System: Integrates with workflow automation, supporting various pricing models and allowing clients to pay invoices directly through the portal.
- Customizable Pipelines: Enables the creation of pre-built templates for common scenarios and the customization of workflows to fit specific business needs.
TaxDome Integrations
Integrations include QuickBooks, Xero, Google Drive, Dropbox, Slack, Microsoft Teams, HubSpot, Mailchimp, Calendly, and Jotform.
Pros and cons
Pros:
- Accounting specific workflow design
- Secure client portal and storage
- Strong workflow automation templates
Cons:
- Initial setup can be complex
- Limited billing customization options
Jotform Workflows is a no-code automation tool that can help you simplify workflow management and improve approval processes at your organization. It lets you create customized workflows that automate tasks and boost collaboration. The tool offers features such as real-time tracking and integration with popular applications to help you improve efficiency and productivity.
Why I Picked Jotform Workflows
Jotform Workflows' drag-and-drop builder lets you create customized workflows, even if you don't have any programming knowledge. This is particularly advantageous for businesses that want to simplify complex processes like approvals, e-signatures, and payment requests.
I also find Jotform Workflow's automation tools extremely valuable. They can reduce manual workload and drive efficiency and productivity. The seamless integrations with popular applications such as Google Drive and Slack promote collaboration and keep workflows interconnected across different platforms.
Jotform Workflows Key Features
Jotform Workflows offers a range of other features to meet your diverse workflow needs.
- Logic & Flow Control: This feature lets you automate tasks and manage data flow with precision, so you can design workflows that adapt to your specific business requirements.
- Real-Time Flow Tracking: You can monitor your workflows with real-time tracking and detailed activity logs, get visibility into each process, and make informed decisions.
- Mobile App: You can manage and approve workflows directly from your mobile device, which means more flexibility and the ability to keep processes moving no matter where you are.
- Dynamic Actions: You can create workflows that include sending forms and emails, assigning tasks, and collecting approvals and payments to simplify process management.
Jotform Workflows Integrations
Integrations include Square, HubSpot, Google Drive, Salesforce, Microsoft OneDrive, PayPal, and LinkedIn.
Pros and cons
Pros:
- Mobile-optimized forms boost accessibility and convenience
- Intuitive drag-and-drop interface simplifies workflow creation
- Wide range of templates
Cons:
- Limited customization options in certain templates
- Interface can become crowded with complex workflows
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 for workflow orchestration that help workflow process managers design, deploy, and iterate workflows for almost any process. Its centralized visibility feature provides your team with a unified view of requests, so all stakeholders are on the same page.
Additionally, Qntrl's process automation tools reduce manual tasks so you can focus on strategic priorities rather than routine operations. The platform's robust process compliance tools make sure your workflows adhere to established standards so you can improve efficiency and governance.
Qntrl Key Features
Qntrl offers a range of other features designed to improve your workflow management.
- Process Mapping: This feature lets you visually design workflows using a drag-and-drop interface and simplify the creation of complex processes.
- Automated Notifications: You can keep everyone in the loop with automatic updates that notify your team of important changes and deadlines.
- Enterprise Security: Qntrl provides robust security measures to protect your data and manage access, so you can keep your workflows secure.
- Reports & Dashboards: You can track operational performance and generate custom reports to gain insights into your business processes.
Qntrl Integrations
Integrations include Zoho CRM, Salesforce, Typeform, Pipedrive, HubSpot, Slack, and Freshsales.
Pros and cons
Pros:
- Webhooks can send notifications to third-party applications
- Great workflow visualizations (“Blueprints”)
- Native integration with Zoho
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 flowchart, mind map, and diagram tools for efficient editing and assembly.
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 Key Features
Miro offers several other features that can help you with workflow management.
- Infinite Canvas: Miro provides an unlimited space to organize and visualize your projects, so you can map out complex processes without constraints.
- Real-Time Collaboration: You and your team can work together synchronously, with updates visible to all members instantly. This fosters a dynamic and interactive working environment.
- Customizable Templates: Miro offers a library of over 300 templates that can be tailored to fit your specific project needs, which helps you start quickly and maintain consistency across tasks.
- Task Management: You can assign tasks, set deadlines, and track progress. This streamlines your workflow and makes sure everyone stays on target.
Miro Integrations
Integrations include Zoom, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Azure, and Webex.
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
New Product Updates from Miro
Miro Launches AI Workflows and Ready-to-Run Flows Templates
Miro introduces AI Workflows for Enterprise plans and Ready-to-Run Flows templates to help teams build and share collaborative AI processes faster. These updates enable scalable automation and quicker workflow setup across organizations. For more information, visit Miro’s official site.
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 and dynamic work management 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 letting users 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 Key Features
Quickbase also offers a range of other features that can help improve workflow management for your team.
- Custom Application Building: You can create tailored applications using a low-code environment and address specific workflow needs without the need for extensive programming skills.
- Real-Time Data Syncing: This feature keeps data and changes up-to-date across the platform to provide your team with the most current information for decision-making and collaboration.
- Mobile Accessibility: Your field teams can use offline forms and checklists that automatically sync with the system to maintain seamless updates between field and office operations.
- Role-Based Permissions: You can manage user access effectively by setting roles and permissions. This makes sure team members have the appropriate level of access to information and tools for their tasks.
Quickbase Integrations
Integrations include Salesforce, Slack, Google Calendar, Gmail, Outlook, and Dropbox.
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
Résumé des meilleurs logiciels de gestion du flux de travail
Voici un tableau résumant les informations de base sur les outils décrits dans cet article. Consultez les prix ainsi que la disponibilité d’essais gratuits pour faire une comparaison rapide côte à côte.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for project process templates | Free trial available | Pricing upon request | Website | |
| 2 | Best for reconnecting siloed teams | Free demo + free plan + 14-day free trial available | From $10/user/month (billed annually) | Website | |
| 3 | Best for marketing teams | Free demo available | Pricing upon request | Website | |
| 4 | Best for automating manual processes | 14-day free trial + free plan + free demo available | From $9/user/month (billed annually) | Website | |
| 5 | Best for spreadsheet-based workflows | 30-day free trial + free demo available | From $9/user/month (billed annually) | Website | |
| 6 | Best for setting dependencies | Free demo available | From $800/year/seat (with a 1-year commitment) | Website | |
| 7 | Best for no-code workflow creation | Free plan available | From $34/month (billed annually) | Website | |
| 8 | Best for workflow orchestration | 15-day free trial | From $19/user/month (billed annually) | Website | |
| 9 | Best for flowcharts and mind maps | Free plan available | From $8/user/month (billed annually) | Website | |
| 10 | Best for dynamic work management | 30-day free trial | From $35/user/month (billed annually, min 20 users) | Website |
Autres logiciels de gestion du flux de travail qui valent la peine d’être pris en considération
Je n’ai pas eu l’occasion de les examiner correctement, mais si les outils inclus dans l’évaluation ne fonctionnent pas pour vous, pensez à vérifier ces outils BPM supplémentaires :
- Quixy
For drag-and-drop workflows
- Nanonets
For AI-driven workflow automation
- Nifty
For team communication
- Cflow
For growing organizations
- Pipefy
For low-code process templates
- Process Street
For process documentation
- Kintone
For designing custom workflow apps
- DocuWare
For document management workflows
- Avaza
For consolidating workflows
- Camunda Platform
For BPMN workflow engine
Vous voulez de l’aide pour réduire les options?
Cet outil est très utile. Nous nous sommes associés à Crozdesk pour vous donner accès à leur “Software Finder”.
Si vous saisissez certains détails sur votre projet et les fonctionnalités que vous recherchez dans un outil de gestion de projet, une liste d’outils correspondant à vos préférences sera générée. Vous fournissez votre email, et ils vous envoient un beau guide PDF avec un résumé de vos meilleures options.
Critères de sélection du logiciel de gestion du flux de travail
Certains logiciels d’automatisation du flux de travail sont plus complets que d’autres – certains sont axés sur la gestion du flux de travail lui-même (attribution des tâches, création de dépendances, suivi des délais). Ce type d’application peut aussi porter le nom de logiciel de diagramme de flux de travail. D’autres offrent un système de gestion de flux de travail plus robuste dans le cadre d’un logiciel de gestion des ressources plus large ou d’un logiciel de gestion de projet. À ce titre, ils offrent une suite de fonctions d’affaires supplémentaires pour créer des formulaires de processus, traiter les factures et les paiements, modéliser les données, gérer un portefeuille de projets, et plus encore.
Dans notre sélection de logiciels de gestion des flux de travail, nous avons réduit nos critères à quelques points clés. Ce sont les fonctions essentielles d’un outil de flux de travail utile :
1. Automatisation
C’est tout l’intérêt d’utiliser un logiciel de flux de travail. Nous examinons les fonctionnalités d’automatisation des outils qui permettent de gagner du temps, telles que l’attribution automatique des tâches, l’envoi de notifications de push, la documentation de routage, l’envoi de mises à jour de statut et la génération de rapports.
2. Rapports KPI
Il s’agit généralement d’un type de tableau de bord avec affichage graphique des statistiques de votre flux de travail. Le reporting KPI donne non seulement aux membres de l’équipe un aperçu de leur tâche ou de l’état d’avancement de leur projet, mais aussi à la direction une vue d’ensemble des inefficacités afin que vous puissiez optimiser vos processus métier.
3. Suivi des délais
Même avec un tableau de bord, lorsque vous exécutez des dizaines de flux de travail, il est facile de perdre de vue les délais. Pour être utile, un outil de flux de travail doit offrir un système clair pour les indicateurs SLA. Les outils utilisent des notifications, des codes couleurs et des vues de tableau de bord qui affichent les tâches par date d’échéance afin de vous aider à gérer les délais.
4. Intégrations
De nos jours, tous les projets nécessitent des outils multiples. Votre logiciel de gestion de flux de travail doit absolument s’intégrer aux autres applications que vous utilisez pour votre entreprise. Cela inclut les calendriers, les CMS, les outils de développement, les bases de données, les outils de messagerie et de communication, les applications de traitement des paiements, etc.
5. Prix
La valeur que vous obtenez d’un outil de flux de travail doit correspondre au prix que vous payez. Le meilleur logiciel de flux de travail pour vous n’exigera pas que vous payiez pour des fonctionnalités dont vous n’avez pas besoin ou des utilisateurs dont vous ne disposez pas. Nous évaluons le prix de l’outil en fonction de sa simplicité, de sa transparence et de la valeur offerte au prix.
Comment choisir le meilleur logiciel de gestion du flux de travail?
Le meilleur logiciel de flux de travail qui existe est celui qui s’aligne étroitement avec les exigences de vos processus d’affaires. Au moment de choisir, demandez-vous :
Pourquoi en avez-vous besoin?
En vous posant cette question, vous essayez vraiment d’identifier : mes processus sont-ils centrés sur l’homme ou sur le système? Un flux de travail centré sur l’humain se concentre davantage sur le regroupement des personnes et de leurs tâches, documents et progrès en un seul endroit. Un flux de travail centré sur le système se concentre sur le regroupement de différents processus ou systèmes d’affaires, intégrant leurs fonctions pour créer un flux de travail unifié dans un seul espace.
Qui va l’utiliser?
Combien de personnes sont dans votre équipe? Qui va utiliser l’outil et avez-vous besoin d’un contrôle d’accès basé sur les rôles? Vous devrez également vous demander quels types de personnes utiliseront l’outil afin de décider si vous avez besoin de quelque chose basé sur un code ou avec peu ou pas de code.
En pensant à votre équipe, il est facile de supposer qu’une grande équipe a nécessairement besoin de fonctions de flux de travail plus complexes. Cependant, gardez à l’esprit que même les grands projets peuvent mieux fonctionner avec des flux de travail simples où tout ce qui est vraiment nécessaire est la capacité d’attribuer des tâches, de partager la documentation et de suivre les délais. D’un autre côté, même de très petites équipes peuvent avoir des flux de travail complexes qui bénéficient de fonctions avancées de reporting, de gestion des ressources et d’optimisation.
Comment cela pourrait-il s’intégrer à votre processus?
Cet outil s’intègre-t-il à votre boîte à outils existante et s’intègre-t-il aux bons outils? S’il s’agit de l’un des premiers outils que vous ajoutez, sera-t-il adapté et élargi afin de répondre à vos besoins au fur et à mesure de votre croissance? Demandez-vous si votre équipe l’utilisera en ligne ou si elle a besoin de quelque chose qui fonctionne également hors ligne.
Combien de temps pour que tout se passe bien?
Est-il facile à mettre en œuvre? En plus de cela, regardez la facilité d’intégration : est-ce un outil que votre équipe peut facilement apprendre à utiliser? De nombreux outils offrent différents niveaux de support en fonction de votre niveau de prix – offre-t-il un support technique ou serez-vous laissé en suspens? Enfin, la solution est-elle hébergée ou allez-vous maintenir l’infrastructure?
Combien ça coûte?
Les prix se situent dans une large fourchette de 0 à 40$ par utilisateur et par mois. La plupart des outils de flux de travail sont tarifés par utilisateur, ce qui souligne l’importance de tenir compte du nombre de membres de l’équipe qui l’utiliseront – ainsi que du nombre de membres de l’équipe qui l’utiliseront à l’avenir. Assurez-vous de voir comment le coût augmentera au fur et à mesure que vous évoluerez – non seulement vos coûts augmenteront avec chaque membre de l’équipe, mais vous devrez peut-être aussi augmenter votre plan à un niveau plus élevé à mesure que les besoins de votre entreprise augmentent.
Qu’en pensez-vous?
Qu’avez-vous pris en compte lors du choix de votre logiciel de gestion de flux de travail? Quelle est votre expérience dans le choix et l’utilisation d’un logiciel de flux de travail? Partagez avec notre communauté ce que vous pensez être les considérations les plus importantes dans le choix d’un outil de flux de travail.
