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What is the Best Workflow Management Software

17th
August
2021
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Clearwater Staff

Business growth is what we are all chasing, but when we achieve it, something we often fail to consider is how we will handle the added logistical, operational or delivery demands. Fortunately, the digital age has come to the rescue and offers a variety of tools to better manage the ever-increasing moving parts of our businesses.

Workflow management software is built on agile, cross-industry functionalities to help you organise your projects and processes to ensure nothing falls through the cracks and a high-quality delivery is maintained. The question is, which workflow management software is the best?

Well, the answer will be in finding the best workflow management software to fit your business needs, as well as the expectations of your customers or clients. Workflow management software can vary greatly from one company to another based on their own specific workflows, but there are some key features that most businesses look for when selecting the ideal solution.

 

How Can Workflow Management Software Benefit My Business?

Everyone, from individual freelancers to small and large businesses, uses software to make their work more efficient. Most of us don’t spend a lot of time thinking about why it’s important or how it works; we just want it to work in the way we need. You can easily find workflow management solutions for pretty much any kind of job that you need done, whether that’s keeping team members abreast of developments within a group project, creating a visualisation of backlogged work and pairing solutions to overcome it, or developing timelines over a longer period to ensure progress is consistently made on key performance areas.

 

How To Select The Right Workflow Management Software For My Business?

There are tons of options out there, each with different features and some with more bells and whistles than others. When choosing workflow management software, you’ll want to evaluate what processes are important to you now, and in the future. Start by asking yourself what will happen when your company expands or grows. Do you need a simple solution that integrates easily with other systems? Or do you need something more powerful that can scale? What kind of processes do you currently have in operation, and how would you like to manage them?

What will this situation be like in a year and beyond? This can help give context to your decision that will be tempered by how much money you’re willing to spend. For example, if your business is growing quickly, it may be worth spending a bit more on software that supports complex processes like client onboarding or an automated sales process.

 

What Businesses Can Benefit From Workflow Management Software?

Any business or company looking for ways to get organised by streamlining day-to-day operations can benefit from workflow management software. After all, these tools have a range of diversification potential, allowing greater visibility of progress on tasks in every area of the business. It also allows greater automation of manual tasks where delays or human error could cause disruption, promoting more efficiencies in day-to-day work, but also in the end delivery of your products or services.

Workflow Management Software Options:

There are a variety of options for workflow management software on the market, but there are some stand-out contenders, including:

  • Wrike: If you have a larger team upwards of 20 people, Wrike might be the tool for you. The cloud-based project management tool is adopted by many SMB & enterprise organisations to offer support for multiple teams often working in separate or remote locations. Features include Gantt charts, workload viewing, calendars, custom dashboards, and resource management tools. Wrike is also a popular choice given its ability to integrate with other popular platforms, such as Slack, Dropbox, and SalesForce. Pricing is based on the number of users and is incurred on a monthly subscription.

 

  • monday.com: It’s likely if you have already done some research into workflow management software, you have come across Monday.com. This tool is ideal if you are looking to better enable collaboration within your team(s). This can range from onboarding new team members more efficiently, keeping on top of multiple projects, or monitoring performance of staff. The award-winning platform also comes with leading features, including an integrated Kanban board, workflow automation, data analytics, dependencies, time-tracking, as well as integration potential with Google Drive, Pipedrive, JIRA, MailChimp, Dropbox, and more. They have a collection of pricing plans for monthly or yearly service.

 

  • Connecteam: If you are looking for an easier way to manage your staff in one tool, then Connecteam is the answer. While it might be lacking in some areas of project management, it makes up for it with a variety of custom checklists, forms, and reports, shift scheduling, job dispatching, in-built chat, employee directories, suggestion boxes & surveys, resource libraries, and much more.

 

  • Asana: Asana is a tool to help managers and team leaders layout and orchestrate the projects within a business. From the ongoing, daily operations to more long-term strategic plans in every area of business – marketing, finance, sales, and so on. Asana has been around for a while and have refined their platform to deliver a user-friendly platform packed with capabilities to be integrated directly into your workflows. They even offer a free trial to get your teams familiar with the benefits before signing on.

 

  • Jira: Run an agile team? Jira Software (now falling under the ‘Atlassian’ brand) is a workflow management tool founded for agile teams supporting Kanban, Scrum and a hybrid model of the two. With a seamless drag and drop interface on various project boards, every detail of projects can be laid out and utilised with ease. This means adding user stories, planning sprints, better distributing tasks, all the while giving users access to countless business apps. Pricing is also based on the number of users and charged monthly.
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