Skip to main content
Best Tools
10 Best Workflow Management Software Of 2022

The Best Workflow Management Software

Here’s a shortlist of the workflow management software I review in this post. Click to visit their sites, or read more about each tool below.

  1. monday.com

    Best for automating manual processes

  2. Kintone

    Best for building custom workflows

  3. Next Matter

    Best for automating core processes and workflows

  4. Process Bliss

    Best workflow management software for process improvement

  5. Kissflow

    Best enterprise workflow management software

  6. Admation

    Best agency workflow management software

  7. Orchestly

    Best workflow management software for optimizing processes

  8. VOGSY

    Workflow automation exclusively for G Suite

  9. TeamGantt

    Easy drag-and-drop creation of Gantt charts

  10. Asana

    Easy-to-use, free workflow software

Below you’ll find an overview of each of the 10 best workflow management software, with screenshots, feature overviews, and pricing.

Workflow management software channels the flow of a project’s work, directing its course from A to Z. A solid workflow tool serves as a guide for the flood of project tasks that need to happen along the way, with project outcomes becoming fully formed as they flow through different processes, checks, and balances.

Workflow management software adds a layer of structure and visibility to your workflow process, helping you turn ideas into products, and concepts into processes. These tools help you ensure that the project is delivered properly and that the quality of the project is maintained.

These tools support you as you schedule tasks, collaborate with others, manage workloads, create and share documentation, and evaluate progress. Today, workflow management solutions are a must-have for keeping teams unified, especially with the growing complexity and fast pace of our multi-tasking, distributed workforce.

Taking advantage of the new capabilities offered by automation and the availability of useful data for decision-making, you can do so much better than a to-do list—you can support your team with an entire ecosystem of business process management software (AKA BPM tools) for creating efficient, optimized workflows.

The trick is in knowing how to choose the best workflow management software for your team, your business goals, and your budget. Here’s a breakdown of the best work management business applications along with key criteria to consider when choosing a workflow tool.

workflow management software logos list

The Digital Project Manager is reader-supported. We may earn a commission when you click through links on our site — learn more about how we aim to stay transparent.

The 10 Best Workflow Management Software

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.

1

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.

14 days free trial

From $6/user/month

Pros

  • Huge focus on collaboration
  • Long list of supported integrations
  • Spreadsheet-style pulses for task progress

Cons

  • Complex pricing rubric
  • No single-user plan
2

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.

30 days free trial

From $24/user/month, minimum of 5 users

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)
3

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).

14 days free trial

From $29/user/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
4

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.

14 days free trial, no credit card needed.

From $10/user/month. Yearly subscribers receive two months free. Further discounts for Good Causes.

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)
5

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.

14 days free trial

From $360/30 users/month

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
6

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.

Free demo and trials available

From $30/user/month

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
7

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.

15 days free trial

From $8/user/month

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
8

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.

Free demo and workshops

From $19/user/month

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
9

TeamGantt

Easy drag-and-drop creation of Gantt charts

TeamGantt is a workflow management solution that works right in your browser, making it compatible with any OS. Users can plan and manage projects with this super-easy-to-use Gantt software and invite co-workers, teammates, and friends to view and edit their work.

Create your Gantt chart online by simply dragging and dropping your tasks to plan your workflow, making this software easily adaptable with a lean learning curve.

TeamGantt’s workflow tools let you keep all of your tasks, documents, conversations, and team availability stats in one place. You can also connect documents and conversations directly to the associated task or milestone.

TeamGantt integrates with Slack, Trello, Basecamp, Google Calendar, iCal, and Outlook. Or, build a custom integration using TeamGantt’s public RESTful API.

TeamGantt is free for up to 3 users and 1 project. Paid plans cost from $24.95/month.

14 days free trial

From $24.95/month

Pros

  • Flexible setup/tracking for projects
  • Share charts without receiver logging in
  • Easy drag-and-drop task duration
  • Quick learning curve

Cons

  • Dependency data is awkward at times
  • Lack of in-app notifications
  • Views sometimes lag behind changes
10

Asana

Easy-to-use, free workflow software

For teams who are used to Trello, Asana will appear familiar. Like Trello, Asana’s workflow is visually simple and intuitive, based off of kanban-style cards. In fact, if you’re already using Trello but looking to add some important functions to your workflow, you can sync your Trello boards with Asana so your teams can work in the app of their choice. Really, the use case for both of these workflow apps is the same: they’re both great for small-to-mid-sized teams who work closely together and who need all of their project deadlines, reports, communication, and tasks all in one organized place. For small, growing teams who don’t require a ton of features at the start, Asana’s free version might do the trick—at least for the first couple of months—with unlimited projects and basic dashboards for up to 15 team members.

Flexible and lightweight, Asana is a simpler tool with fewer features than the other workflow management software tools in this list (which could be ideal, especially if you know you’re not going to want loads of ultra-configurable workflows). While it doesn’t include a ton of advanced features, it does offer a straightforward, functional task management tool that is easy to learn how to use. There are some reporting features, including a customizable dashboard and visual progress chart. You’ll also find some basic automation, such as turning processes into templates, creating task dependencies, and setting up automatic status updates.

Asana integrations include 100+ applications that you can use to round out the tool with further time-tracking, reporting, and communication functionality.

Asana costs from $9.99/user/month. There’s also a free version for up to 15 team members.

Summary of Asana:

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

14 day free trial

From 9.99/user/month

Pros

  • Ready-made templates
  • Good free forever plan
  • Plenty of integrations
  • User-friendly for beginners

Cons

  • Can’t easily switch between checklist and Kanban views
  • No built-in presentation tools

Summary Of The Best Workflow Management Software

Here’s a table summarizing basic info about the tools described in this article. View pricing as well as the availability of free trials to make a quick side-by-side comparison.

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
Kintone

Best for building custom workflows

30 days free trial

From $24/user/month, minimum of 5 users Check out Kintone
3
Next Matter

Best for automating core processes and workflows

14 days free trial

From $29/user/month (minimum 10 users) Check out Next Matter
4
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
5
Kissflow

Best enterprise workflow management software

14 days free trial

From $360/30 users/month Check out Kissflow
6
Admation

Best agency workflow management software

Free demo and trials available

From $30/user/month Check out Admation
7
Orchestly

Best workflow management software for optimizing processes

15 days free trial

From $8/user/month Check out Orchestly
8
VOGSY

Workflow automation exclusively for G Suite

Free demo and workshops

From $19/user/month Check out VOGSY
9
TeamGantt

Easy drag-and-drop creation of Gantt charts

Freemium version

14 days free trial

From $24.95/month Check out TeamGantt
10
Asana

Easy-to-use, free workflow software

Freemium version

14 day free trial

From 9.99/user/month Check out Asana

Other Workflow Management Software Worth Considering

I haven’t had a chance to review these properly, but if the tools included in the review aren’t working for you, consider checking out these additional BPM tools:

  1. Process Street

    Manage recurring checklists and procedures

  2. Formstack

    Workflow template library with over 200 pre-built forms

  3. ProWorkflow

    Integration-friendly collaborative workflow platform

  4. Gain

    Social media + marketing workflows & approvals

  5. Screendragon

    Work management software for marketing teams

  6. ClickUp

    100 free uses of basic workflow tools + charts

  7. Celoxis

    Robust, enterprise-grade workflow system

  8. Clarizen

    Workflow app for PMOs & professional services

  9. ProcessMaker

    Low-code iBPMS for enterprise-level processes

  10. MetaTask

    Simple way to manage repeatable business workflows

  11. Avaza

    iPhone, iPad, & Android friendly workflow app

  12. Pipefy

    Build shareable forms, portals & actions

  13. Lytho

    Workflow mangement with built-in DAM

  14. WorkflowGen

    Create integrated, adaptive workflows for digital ecosystems

  15. Integrify

    Build custom document & file approval workflows

  16. Backlog

    Online workflow management app for developers

  17. Nintex

    End-to-end process intelligence & workflow automation

Need expert help finding the right Workflow Management Software?

We’ve partnered with the software comparison portal Crozdesk.com to help you find the right solution. Crozdesk’s Workflow Management Software advisors can give you independent advice and shortlist software products that best fit your specific needs. Our partnership gives you free access to their tailored software selection advice and community negotiated discounts, taking the hassle out of the research process.

It takes just a minute to submit your requirements and they will give you a call at no cost or commitment. You’ll get custom product shortlists covering the top solutions that best fit your specific needs from their team of software experts (via phone or email) and they can even connect you to your choice of the selected vendors. To get started, please submit the form below:

Workflow Management Tool: Selection Criteria

Some workflow automation software is more comprehensive than others—some are focused on managing the workflow itself (assigning tasks, creating dependencies, tracking deadlines). This type of application might also go by the name of workflow diagram software or flowchart software.

Others offer a more robust workflow management system as part of a broader resource management software or project management software. As such, they offer a suite of additional business features for creating process forms, handling invoices and payments, modeling data, managing a project portfolio, and more.

In our selection of workflow management software, we narrowed down our criteria to a few key points. These are the essential functions of a useful workflow tool:

1. Automation

This is the whole point of using workflow software. We examine the tools’ time-saving automation functionalities, such as automatically assigning tasks, sending push notifications, routing documentation, reducing repetitive processes, sending status updates, and generating reports.

The best software should include automation tools and full customization for automations, including custom workflows, automated notifications, business rules, process automation, and more.

2. KPI reports

This is usually some type of dashboard with graphic displays of your workflow stats. KPI and metrics reporting not only gives team members insight into their task or project status, but also gives management insight into where inefficiencies are occurring so you can optimize your business processes.

3. Deadline tracking

Even with a dashboard, when you’re running dozens of workflows, it’s easy to lose sight of deadlines. To be useful, a workflow tool has to offer a clear system for SLA indicators. Tools use notifications, color-coding, and dashboard views that display tasks by due date in order to help you manage deadlines.

4. Integrations

Nowadays, all projects require multiple tools. Your workflow management software absolutely must integrate with other apps that you use for your business. This includes calendars, CMS, development tools, databases, email and communication tools, payment processing apps, and more.

5. Price

The value that you get from a workflow tool has to align with the price you’re paying. The best workflow software for you won’t require you to pay for features you don’t need or users you don’t have. We evaluate a tool’s pricing based on its simplicity, transparency, and value offered at the price.

What Does Workflow Management Software Do? (And How It Can Help You)

What Is Workflow Software?

At its core, a workflow management system (WMS) is a set of functions for setting up, doing, and monitoring business tasks.

What Does Workflow Software Do?

Workflow management software goes by many names—you might hear it referred to as including BPM software, or simply process management software. No matter what you call it, all workflow tools offer an interface for visually representing your workflow and optimizing its many moving parts.

Ways - Workflow Management Software

Freelancers, agencies, enterprises, and everyone in between can benefit from some kind of workflow tool, with the aim of increased productivity, reduced costs, better communication, and a fluid exchange of information within a project.

You can use workflow management software for anything from monitoring deadlines at an individual level, to automating recurring tasks and setting up automated processes on a project level, to evaluating and optimizing project performance on a business level.

Workflow software automates these processes. It contributes to a BPM framework or methodology.

What Is BPM Framework?

A BPM framework (business process management) framework is a process-centric framework that provides definition for and visibility into an organization’s sets of coordinated tasks.

What Is BPM Methodology?

BPM methodology aims to simplify business processes from end to end in order to increase productivity and efficiency. BPM methodology includes analyzing business processes, creating new frameworks, and monitoring processes for continuous optimization.

How To Choose The Best Workflow Management Software?

The best workflow software out there is one that aligns closely with the requirements of your business processes. When choosing, ask yourself:

What Do You Need It For?

When asking this, you’re really trying to identify: are my processes human- or system-centric? A human-centric workflow focuses more on bringing people and their tasks, documents, timesheets, and progress into one place, as well as increasing team collaboration. A system-centric workflow focuses on bringing different business processes or systems together, integrating their functions to create a unified workflow in one space.

Who Is Going To Use It?

How many people are on your team? Who is going to use the tool, and do you require role-based access control? What other stakeholders will be involved in using or accessing the tool (ex. clients, management, and others). You’ll also need to ask yourself what types of people will be using the tool in order to decide if you require something code-based or with low code or no code.

When thinking of your team, it’s easy to assume that a large team necessarily needs more complex workflow functions. However, keep in mind that even large projects can work best with simple workflows where all that’s really necessary is the ability to assign tasks, share documentation, and track deadlines. On the flip-side, even small businesses with very small teams can have complex workflows that benefit from advanced reporting, resource management, and optimization features.

When thinking of your team, it’s easy to assume that a large team necessarily needs more complex workflow functions. However, keep in mind that even large projects can work best with simple workflows where all that’s really necessary is the ability to assign tasks, share documentation, and track deadlines. On the flip-side, even very small teams can have complex workflows that benefit from advanced reporting, resource management, and optimization features.

How Would That Fit Into Your Process?

Does this tool fit in with your existing toolkit and integrate with the right tools? Does it align with your use cases? If this is one of the first tools you’re adding, will it scale and expand in order to meet your needs as you grow? Ask yourself whether your team will use it online, or if they need something that works offline as well.

How Long To Get It Running Smoothly?

Is it easy to implement? Along with this, look at the ease of team member and employee onboarding, as well as the ease of use: is it a tool that your team can easily learn to use? Does it require coding to use or does it provide a drag and drop interface for making changes?

Also consider the customer experience from your end. Many tools offer different levels of support based on your pricing tier—does it offer technical support, or will you be left hanging? Finally, is the solution hosted, or will you maintain the infrastructure behind it?

How Much Does It Cost?

Prices fall into a wide range from $0-$40 per user per month. Most SaaS workflow tools are priced per user, which highlights the importance of considering how many team members will use it—as well as how many team members are going to be using it in the future.

Make sure you look at how the cost will increase as you scale—not only will your costs increase with each team member, but you may also need to bump up your plan to a more expensive tier as your business needs expand.

What Do You Think?

What did you consider when choosing a workflow management software? What’s your experience with choosing and using workflow software? Share with our community what you think is the most important consideration in selecting a workflow tool.

Read Related: What Is Mind Mapping? (+ How To Do It & Best Software)

Related Lists of Tools:

By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 15 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

4 Comments

  • image
    Ben, thank you for the great guide to choosing workflow software. I would also add role-based access control and routing as well as backup and security as important criteria that all workflow management software should have.

    Reply

  • image
    Hi ,first at all congratulations for your article, strong content and very useful. I will suggest to include LeanDNA and Tableu.

    Reply

  • image
    Any reason you missed https://tallyfy.com ? :)

    Reply

    • image
      It's there!

      Reply

[class^="wpforms-"]
[class^="wpforms-"]
[class^="wpforms-"]
[class^="wpforms-"]
[class^="wpforms-"]
[class^="wpforms-"]