Best Workflow Management Software for Small Business - Page 15

Flowingly, a cloud-based Business Process Automation software (BPA), is designed to free enterprises from the constraints of manual business processes and paper-based systems. Flowingly allows users to easily design and run their process, then report on it and make improvements. The process can include admin, human resource tasks, finance, operations, product design, customer support, and experience.

Vonigo streamlines the field service management process, from beginning to end. We offer a single cloud-based suite of modules that can be configured to manage field service management from start to finish. These include scheduling, online bookings, dispatch, routing and CRM. Invoicing, payments, reporting and more. Vonigo has helped millions of people book and manage jobs. Join us for a Free demo today.

OptimumHQ is a leading platform for business solutions that allows you to quickly create custom business solutions to complex business problems. Because of our platform's flexibility, each configuration can be implemented quickly and easily for each client. We are able to deliver custom solutions within days or weeks, rather than months or years. This is quite impressive. You can't customize the features of other software. This is what you have to do with other software. OptimumHQ can help you change that.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Develop essential service workflows that initiate with a request, aiming to boost efficiency, update procedures, and automate wherever feasible. Our solutions deliver the necessary framework and infrastructure to design human-focused workflows that seamlessly integrate technology platforms with organizational processes. Craft contemporary, digital self-service options for your team members and stakeholders to enhance their experience. Gather, validate, and securely store data for utilization and distribution throughout your workflows. Streamline and coordinate processes that address human-centric demands. Facilitate connections with various systems to instantly share, retrieve, or transmit critical data. Implement robust encryption for data both at rest and during transmission, alongside flexible, attribute-based access controls. Our user-friendly framework allows developers to envision, create, and refine their designs using intuitive drag-and-drop features, while a versatile authentication model accommodates a wide range of sign-in preferences. This holistic approach not only supports operational needs but also fosters innovation and agility in adapting to changing requirements.

Through our collaborative booking platform, Gigwell is revolutionizing the way that live entertainment bookings are made worldwide. We are the first cloud-based booking platform to integrate end-to-end workflow automation with booking and management agencies. We offer a simple way to manage all artist logistics, track and collect payments electronically, negotiate contracts, and monitor revenue goals. Gigwell leverages a network that includes thousands of industry professionals as well as talent buyers to create a workflow that is tailored to the $200B industry, which still primarily uses word documents and excel spreadsheets. Gigwell was featured in Techcrunch, Billboard, Techcrunch and Hypebot. He was also featured in Magnetic Mag. He was also awarded the StartUp Innovators Challenge's Most Notable Startup Award by SF MusicTech.

Our advanced document management solution offers automated extraction, redaction, classification, and indexing tailored for businesses across various sectors. The Extract platform processes incoming unstructured documents seamlessly. With our adaptable system, we effectively extract or redact necessary information and direct both the data and the original document to their designated locations. Utilizing Optical Character Recognition (OCR) technology and customized rules tailored to your organization, the Extract Systems Platform initiates the extraction or redaction process you require. Thanks to our smart software, we ensure that the data and original documents are promptly sent to any endpoint you prefer. This streamlined workflow significantly cuts down on the time required for manual data entry, minimizes the risk of human errors commonly associated with such tasks, and accelerates the availability of critical discrete data, enabling you to share, compare, report, and conduct analyses with ease. Ultimately, our platform empowers organizations to optimize their document handling processes while enhancing overall productivity.

ProductCenter® PLM enhances the automation of your product data and lifecycle management processes. By facilitating Product Lifecycle Management, it fosters collaboration among your team members while centralizing and refining the handling of all product-related data. This system effectively streamlines the various stages involved in the creation, manufacturing, and support of your products, starting from the initial concept all the way to the phase-out of the product. Widely recognized by numerous users globally, ProductCenter PLM is quick to implement, offering immediate improvements in the efficiency of product development. By adopting ProductCenter PLM solutions, you can significantly boost your business outcomes and join the ranks of hundreds of top manufacturers who thrive even in challenging market environments. Additionally, it centralizes and interlinks all product-related information, encompassing parts details, bills of materials, requirements, specifications, and even schematics, software, and maintenance documentation, thereby optimizing the reuse of information across your organization. This comprehensive approach not only enhances productivity but also ensures that your teams have the insights they need at their fingertips.

GridTracks serves as the final product derived from a GridControls configuration, functioning as the user portal that all internal users and integrated clients/vendors interact with on a daily basis. The architecture of OrangeGrid, characterized by its parent/child structure, is specifically designed to facilitate the seamless consolidation and layering of various macro business processes. This design leads to enhanced efficiency, visibility, and accessibility of vital data and operational processes in real-time. To create a workflow solution that caters to intricate processes, we opted for a straightforward approach to both concept and functionality. This design simplicity not only simplifies configuration but also embodies the idea that complicated issues do not necessarily require convoluted solutions. In the realm of business, workflows play a crucial role in breaking down lengthy, complex, and disparate elements of a single overarching process. Moreover, workflows are indispensable for driving significant and meaningful process enhancements by enabling the isolation of distinct components. By promoting clarity and focus, they ultimately contribute to a more streamlined operational environment.

Complion's platform was designed for clinical researchers. Our solution ensures compliance at the highest level with the lowest effort and the most efficiency. This allows you to concentrate on what really matters: improving and advancing patient outcomes. Our eReg solution is available to all clinical trial stakeholders, whether you are a Sponsor, Research Site or CRO. Reduce costs, avoid redundancy and increase staff productivity. You can easily archive, view and get signatures from any device. An audit trail is built into the system to ensure accuracy and eliminate patient safety risks and study conduct. Our clients include hospitals, cancer centers, and medical centers as well as multi-specialty clinics and dedicated research sites.

PEMAC Assets CMMS, a web-based modular application that is highly scalable and flexible, allows customers to choose, combine and integrate multiple PEMAC modules on a single platform. Customers no longer have to search for different products on different platforms in order to manage their maintenance needs, protect their employees' health and safety, or approve change approvals in a 100% paperless environment. With PEMAC Assets, all these modules can be combined or used individually. PEMAC Assets offers more than 200 premium features that will allow your organization to be more efficient with its maintenance. You can manage assets with an inbuilt asset history. Routine scheduling management is also possible. Intelligent dashboard reporting with Optimization reports, full cost tracking and budgeting. Maintenance history with routine scheduling and management.

Taverna offers a versatile set of tools for crafting and running data-centric workflows without being linked to a specific field. The Apache Incubator Project aims to ease the process of incorporating valid new code bases and community initiatives into the Apache Software Foundation. Each month, the Incubator Project Management Committee (PMC) is required to update the ASF Board of Directors. This process involves incubating projects generating their own status reports, which are then forwarded to the Incubator PMC for consolidation and feedback. Mentors play a crucial role in assisting with the report's drafting. After submitting a podling report, the Incubator PMC and designated Incubator Shepherds will evaluate it and offer necessary feedback. Following the review of all podling reports, the chair of the Incubator PMC will compile a comprehensive report along with a concise summary to present to the ASF Board. This systematic approach ensures that all projects receive the support they need to thrive within the Apache community.

Framestr enables companies to effectively generate and nurture leads by utilizing engaging forms alongside workflow management solutions. These forms seamlessly connect with popular customer relationship management (CRM) and email marketing platforms such as Asana, Zendesk, Slack, Mailchimp, and Campaign Monitor. Begin organizing your data and expand your business today! By default, Framestr offers daily summary insights, including metrics like Unique Views, New Submissions, Conversion Rate, and Total Submissions over time. For a more comprehensive analysis, users can integrate Google Analytics. Collect information in your preferred format to enhance data quality and provide an improved experience for form users. Additionally, you can programmatically access Framestr's resources to develop custom integrations with third-party applications. Implementing real-time field validation on your forms allows you to collect information in the most suitable format, thereby elevating both data quality and user experience. Overall, Framestr empowers businesses to streamline their lead management processes and make informed decisions based on actionable insights.

You don't need an academic background in software architecture or data science to effectively design and integrate your software, workflows, communication, alerts, business rules, data visualizations, and beyond. PaperWise empowers you to envision, create, and connect according to your preferred working style. Leave behind the constraints of your existing software solutions. Stop functioning within isolated silos. Begin managing your business in a way that aligns with your vision. Unify your personnel, technology, and data through our process automation platform to craft the business system tailored just for you. Streamline your operations with process automation, innovative workflows, collaborative efforts, business rules, alerts, and additional features. Liberate yourself from the restrictions of your current systems and the disconnected silos of information and personnel. By implementing process automation, you can eliminate inefficiencies, gain control over your processes, and automate repetitive tasks, ultimately leading to greater success and productivity. Embrace a new era of efficiency where your business can flourish without traditional barriers.

SAP provides robust workflow solutions designed to aid managers in handling approval processes effectively. However, until recently, there was no comprehensive tool available to unify these functions. With myApproval, users can seamlessly integrate tasks from both SAP and external systems into a single, user-friendly approval interface. This offers employees a straightforward, real-time solution for approving or rejecting tasks, journals, or documents on a daily basis. Administrators benefit from a variety of interface options, ensuring that tasks are easily accessible and can be completed whenever necessary. You can select from multiple formats, including SAPui5, web applications, and Microsoft Outlook, to align with your specific operational requirements. This flexibility significantly reduces the likelihood of tasks being overlooked and enhances overall business management. Furthermore, myApproval allows for greater transparency in the approval process, ultimately leading to improved productivity and efficiency within teams.

Tallyfy simplifies workflow management like no other, offering an unparalleled product that streamlines your workflows, forms, tasks, processes, approvals, and documents seamlessly. While you can explore various alternatives, none compare to the satisfaction that Tallyfy delivers, as it harmoniously integrates with your current applications. Discover the positive feedback from users who appreciate its efficiency. This platform enables you to effortlessly capture and automate every process within your organization, all without the need for coding, complicated flowcharts, or unnecessary complexity. Unlike many attractive flowchart and project management solutions that ultimately fall short, Tallyfy combines both beauty and functionality. To alleviate workplace stress for good, begin your Tallyfy journey today. Preserve essential knowledge within your organization by developing actionable blueprints that avoid convoluted flowcharts and chaotic documentation. The ease and power of training and automation have reached new heights, making Tallyfy an essential tool for modern businesses. With Tallyfy, you can enhance productivity and ensure that your processes are as effective as they are visually appealing.

In an ever-evolving landscape marked by the digital transformation of sales and marketing, companies often find it challenging to integrate both customization and automation into their signature sales processes, all while ensuring customer satisfaction remains high. Many businesses continue to rely on generic marketing strategies and messages in their efforts to convert leads into customers, resulting in minimal success. Sticking to such outdated approaches can lead to missed chances and excessive time spent on the sales nurturing process becoming commonplace. Obstacles to implementing automation in sales and marketing can stem from a lack of suitable software, insufficient knowledge about integrating existing CRM and software tools for automation, and a noticeable disconnect between the sales and marketing departments. As organizations strive to overcome these challenges, the importance of cohesive teamwork and a tailored approach to customer engagement becomes increasingly vital. Ultimately, embracing innovation in these areas could spell the difference between thriving in the market and falling behind competitors.

Why confine yourself to a restricted number of fields or entries in a form? Our distinctive feature allows you to add or remove fields at any time without the risk of losing any data. You have the flexibility to utilize forms internally or from various sources, and whenever you need, you can deploy them on your website or in emails for others to fill out. Additionally, if you wish to receive notifications when a form is completed, we understand that it can be challenging to locate a specific entry from the accumulated data over time. To address this, any field included in a form can be easily filtered for better organization. Moreover, fields can be made mandatory, ensuring that users provide necessary information. If a user fails to fill in a required field, a customizable error message will be displayed, guiding them to complete the form correctly. This adaptability ensures a smooth data collection process, enhancing user experience and data management.

Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.

OnBase, Hyland’s flagship product is a single enterprise platform that manages your content, processes, and cases. OnBase centralizes all your business content and delivers the relevant information to you whenever you need it, no matter where you are. Your enterprise can increase productivity, provide excellent customer service, and reduce risk. OnBase is a single platform that allows you to build content-enabled apps. It can also be used to complement your core business systems. This will bring value to both your business units as well as your IT department. Rapidly create content-enabled solutions using a low-code platform for application development. This will reduce development time, cost, and silos within your department. OnBase can be deployed in the cloud, extended to mobile devices, and integrated with existing applications. All of this while leveraging the core strengths and security inherent to the OnBase platform.

Standard operating procedures serve as the backbone for any business aiming for growth, as their absence can hinder consistent advancement. Autopilot facilitates the automation of these essential procedures, tackling the frequent challenges that organizations encounter when implementing processes. Through the use of validated electronic forms and pre-configured workflows, it guarantees that tasks are executed uniformly, irrespective of who is handling them. Additionally, a thorough audit trail of actions taken ensures accountability across the board, allowing everyone to be responsible for their contributions. When employees leave, Autopilot provides operational continuity and serves as an effective training resource for onboarding new team members. With built-in guidance for each stage of the process, new staff are supported throughout their learning journey, enhancing their understanding of the business's procedures. This makes it easier to maintain standards and efficiency, ultimately contributing to the overall success of the organization.

Develop the business applications your organization requires using the Straatos BPM Platform. Whether you need comprehensive process automation workflows such as Procure-to-Pay (P2P) or a straightforward mobile application for capturing, processing, and uploading business documents to any backend system, this platform has you covered. Revolutionize traditional work practices by adopting modern digital workflows, granting employees and customers the ability to access information from anywhere and collaborate at any time. By integrating contemporary web technologies with a user-friendly graphical drag-and-drop interface, the Process Designer allows both technical experts and business practitioners to co-create business processes effectively. Its intuitive nature enables business users to easily adjust workflows to meet evolving needs and requirements. The Straatos BPM Platform fosters a collaborative environment among customers, employees, business owners, and developers, facilitating the swift development and implementation of business applications that drive efficiency and innovation. Ultimately, this approach not only enhances productivity but also ensures that your organization remains agile in today's fast-paced business landscape.

Leankor accelerates revenue generation by providing a superior solution for delivery management and forecasting. We are revolutionizing antiquated and disjointed project management practices with an agile, adaptable, and user-centric SaaS platform tailored to meet the distinct needs of industrial organizations. Hosted securely within the Salesforce Cloud, Leankor serves as a comprehensive and scalable tool to handle all your project requirements effectively. Enhance your business operations with our cloud-based enterprise solution that boosts flexibility, shortens delivery times, supports remote workflows, and fosters collaboration, all while positively impacting your profits. Leankor can be customized to align with your specific industry workflow, allowing you to maintain your existing processes without compromise. Our platform is designed to support teams, projects, and portfolios throughout your organization, accommodating various methodologies and working styles. Experience the future of project management with Leankor’s innovative features that not only streamline operations but also empower your teams to achieve greater productivity.

SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance.

In today's fiercely competitive business landscape, companies continuously strive to enhance profitability, increase revenue, and attract top-tier talent, which often proves to be a challenging endeavor. The reliance on outdated paper-based processes, overflowing filing cabinets, and archaic business systems significantly obstructs our ability to remain competitive. This is where DRS's digital transformation solutions come into play, offering the competitive edge that many organizations desperately seek. Businesses frequently need to efficiently migrate and securely store the data they handle, whether it involves sensitive information like personally identifiable information (PII) or data that demands compliance-ready storage. Storing such information in traditional on-site facilities is not only impractical but also risky, as it can lead to high costs, privacy concerns, and the potential for lost files, particularly when moving offices. Embracing digital solutions can alleviate these challenges and position businesses for sustainable success.