Want to know all about workflow automation software? You are on the right page. In today’s fast-paced world, it’s essential to have streamlined workflows for maximum productivity. On the other hand, manual data entry is tedious and inefficient. Plus, it also wastes your valuable time and resources, which decreases productivity.
One of the reasons we are flexing on the use of tools for automating workflow is that they save time. Another reason to use such software is a 417% increase in profits and $270 million in yearly savings. We are not saying it but statistics. Plus, as per another report, 95% of employees perform repetitive time-consuming tasks, which is again not good for their work performance.
So, in today’s post, we will take you through the A to Z of software for automating workflows. In this blog, we will cover everything including features, benefits, and more. By the end of this post, you will have the best workflow software to implement in your business. With that being said, let’s dive right in.
What is Workflow Automation Software?
Software systems for automating workflows streamline and optimize the workflows of your business. These digital software solutions automate most of the repetitive and tedious tasks to save you valuable time and expenses. Simply put, these software applications:
- Improve the overall productivity of the process.
- Choosing the right tool in this category can improve the bottom line of your business.
Who Uses Workflow Automation Software?
So, who uses workflow automation software and how? Mostly, whether businesses are small, medium, or large-scale, they will benefit from such software. In this context, primarily, various designations across your IT departments use workflow software and gain advantages. So, let’s see how.
1. Chief Information Officers
Your CIOs can use business software to automate workflow for:
- Automate IT initiative tracking and time management to align them with your business objectives.
- Automate compliance policy checking and audit trail workflows, ensuring adherence to governance frameworks.
- Use automated resource allocation frameworks to effectively assign resources based on project priorities and availability.
2. Chief Digital Officers
Your CDOs will gain the following benefits from using software for automating workflows.
- Approval and execution process streamlining of digital initiatives for timely completion
- Ided collection, evaluation, and implementation workflow automation.
- Automated workflows for gathering, analyzing, and responding to customer feedback, which improves overall consumer experience.
3. Business Transformation Heads
Your BTHs can use solutions for automating workflows to:
- Change request approval and tracking automation, ensuring smooth business transformation transitions.
- Transformation initiative impact measurement and KPI tracking automation.
- Streamline communication workflows, keeping all your stakeholders informed about the progress and results of transformation projects.
4. IT Managers
Your ITMs can use workflow automation software to automate the following.
- IT incidents tracking, reporting, and resolution for minimizing downtime and boosting service quality.
- IT service requests handling to ensure fast and efficient service delivery.
- IT capacity needs forecasting and management for optimizing resource utilization.
5. Directors of IT
Your DoITs can automate workflows with software to gain the following advantages.
- Timely IT project delivery.
- Control IT expenditures.
- Simplified vendor relationships, contracts, and performance evaluation management.
6. VP of Applications
Your VPoAs use software for automating workflows to automate the following.
- Development lifecycles for streamlined workflows.
- Routine maintenance tasks and updates, ensuring app stability and performance.
- Continuous app improvement via collecting, analyzing, and acting on user feedback.
7. Heads of IT
Your HoITs can use platforms for automating workflows to:
- IT strategy execution and monitoring automation, ensuring alignment with your business objectives.
- Incident response workflows and security checks automation for safeguarding your infrastructure.
- Real-time performance reports for gaining insights into IT operations.
Read Also: Top 10 Remote Employee Monitoring Software
Reasons Why You Need Workflow Automation Software
Need more reasons why you need workflow automation software? We have got them covered right here for you. To give it to you straight, here’s what will happen if you don’t use workflow management software.
1. Wasted Time and Effort
Without the right software for automating workflows, your employees will waste more time and effort on redundant tasks. Usually, they shouldn’t be doing these. Overall, it wastes the skill, capabilities, and valuable time of your teams.
2. Passive Customer Engagement
Another issue without software for automating workflows is passive customer engagement. For your customers whether your business provides good after sales services or it doesn’t. However, if your employees are making manual workflows, they won’t be able to properly handle customer queries.
3. Overload
Another issue you will face without software for automating workflows for businesses is too much workload on your top management as they have to manage each employee. It is also known as micromanagement, which knowingly or unknowingly wastes the time of managers and team leaders.
4. No Accountability
Without the right workflow automation software, your organization will lack accountability. How? Why? Because there can be inefficient or tempered workflows, which can lead to your employees blaming each other.
5. No Communication
Without the tools for automating workflow, your organization will have a lack of proper communication. The result of this will be work delays and task completion errors, which can incur heavy losses.
Features of Workflow Automation Software
So far so good. As we talk about software for automating workflows, it’s also an application. So, like any other software, it also has features. However, the tools and functionalities we are talking about here are slightly different.
1. Ease of Use
The first thing that makes the top systems for automating workflows is the ease of use. It ensures that even non-tech employees can use it properly. Plus, there is no steep learning curve, so employees can start using it right away after implementation.
2. Cloud-Based
Unless you have been living under a rock for the past few years, you must have heard the benefits of cloud technology. It is great and when combined with workflow automation software, we can already see what will happen.
3. Integration
Your business software for automating workflow can also integrate with the other tools you use for streamlined workflows. For example, the software can collect data from your calendar timelines for making workflows accordingly.
4. Customizable
Every business is unique, and so is the workflow automation software. Such software solutions are customizable and configurable to meet the unique requirements of your organization. This ensures the best results.
5. Reporting
Solutions for automating workflows also provide detailed reporting features. These insights help you see work gaps, deviations, and obstructions for fixing and streamlining the processes. Overall, it ensures better work efficiency.
6. Data Security
Data security is the biggest concern these days. Especially in businesses where there is more and more use of the latest technology. Because of this issue, workflow automation software solutions come integrated with information protection measures.
7. Mobile Application
These days, we are following flexible schedules, thus the mobile apps of platforms for automating workflows can come in handy. Even if not, it’s a very useful feature. For example, suppose your team leader is running late and forgot to make a workflow, they can do so from the mobile app while on their way to your office.
8. Cost-Effective
Workflow automation software solutions cater to the needs of businesses of all sizes. That is, small, medium, and large-scale organizations, so they are cost-effective. Plus, free plans are also available for small businesses, freelancers, and startups.
Read Also: Understanding Effective Employee Management System
Benefits of Using Workflow Automation Software
There are many benefits of automating workflows with software. That’s why small, medium, and large-scale enterprises are implementing it in their business. Here’s what you will gain from using such software.
- Your employees can focus more on complex tasks.
- Your teams make fewer mistakes.
- Better collaboration among cross-functional teams.
- Faster and better decision-making.
- Increased productivity.
Read Also: Top 15 Workforce Management Trends for 2024
How to Choose the Best Workflow Automation Software?
As we mentioned before, many small, medium, and large-scale businesses are using workflow automation software. So you should. However, the option that meets the requirements of your business.
1. Requirement Analysis
The first step in choosing the right software for automating workflows for your business is analyzing and shortlisting your requirements. The idea here is simple. Like any other asset in your organization, your workflow software must also work as per your objectives.
2. Cost Vs Budget Analysis
Although workflow automation software is cost-effective, you don’t want to go broke after buying it. The idea is to implement software that provides you with a high if not maximum, return on your investment.
3. Shortlisting
After the requirement analysis and cost vs budget analysis, you can now start shortlisting the top systems for automating workflows, matching your criteria. It’s similar to what we did for you in the next section.
4. Read Reviews
After you have shortlisted the best workflow automation software solutions, it’s essential to read reviews. Reading genuine customer testimonials will ensure that you are 100% sure that the software is what it claims to be.
5. Get a Free Trial
Now that you have finalized your business software for automating workflow, it’s time to get down to business and test it. Leveraging the free trial will ensure whether the workflow software will work as per your expectations or not.
Top 10 Workflow Automation Software
As per the third step of the How to Choose section, you need to shortlist workflow automation software. That is if you have the time for it amidst your essential complex tasks. Fortunately, we did that for you.
- DeskTrack
- Sender
- Jotform
- Bardeen.ai
- Feathery
- Nintex Process Platform
- ClickUp
- Kissflow
- Integrify
- Zapier
1. DeskTrack
DeskTrack is an employee monitoring software, which is also the best for streamlining workflows. Through its intuitive features including automated timesheets and real-time reporting, you will get useful insights into employee performance, which helps increase productivity.
| Best For | Initial Pricing | User Rating |
| Best overall | $5.99/user/month | 5/5 |
2. Sender
Sender is one of the best solutions for automating workflows. With the primary focus on email marketing, the software lets you create, deliver, and analyze your campaigns. The best part is the drag-and-drop email builder and templates, which save you valuable time.
| Best For | Initial Pricing | User Rating |
| Email marketing automation | Free | 4.6/5 |
3. Jotform
For streamlining your workflows while having a diverse workforce and diverse businesses, Jotform is one of the best workflow automation software. What we like about it is that you can design custom workflows as per your business requirements.
| Best For | Initial Pricing | User Rating |
| Form building | Free | 4.7/5 |
4. Bardeen.ai
As the name suggests, this software for automating workflows is equipped with AI-powered features. It helps you streamline your workflows by helping you keep your CRM clean and updated, personalize outreach campaigns, or synchronize data across various tools your teams use.
| Best For | Initial Pricing | User Rating |
| AI-powered features | Free | 4.5/5 |
5. Feathery
Feathery is one of the most powerful workflow automation software for creating efficient flow charts. Centered around form and documentation automation, it lets you create any design you want without any coding.
| Best For | Initial Pricing | User Rating |
| Form and documentation automation | Free | 4.7/5 |
6. Nintex Process Platform
We recommend this software for automating workflows for businesses to enterprise-level organizations. What we like about the Nintex Process Platform is that if you have established processes, it provides you with robust tools and a user-friendly interface to connect every app you use.
| Best For | Initial Pricing | User Rating |
| Enterprise automation software | $910/month | 4.4/5 |
7. ClickUp
ClickUp is a work management software built to improve the productivity of your employees. With the features of this software, it becomes simple and easy to automate and effectively manage redundant tasks, saving you time and money.
| Best For | Initial Pricing | User Rating |
| Work management automation | Free | 4.6/5 |
8. Kissflow
What makes Kissflow one of the most unique workflow automation software on our list is the all-in-one beginner-friendly features. From creating and automating workflows to execution, you can do everything from its intuitive user interface.
| Best For | Initial Pricing | User Rating |
| Being beginner-friendly | $200/month | 4.1/5 |
9. Integrify
Integrify is one of the best tools for automating workflow for building flows in a drag-and-drop interface. Plus, you can also run them either parallel or sequentially as per your business requirements.
| Best For | Initial Pricing | User Rating |
| Daily administration workflow | Quote on contact | 4.5/5 |
10. Zapier
What we like about this workflow automation software is that it can connect and share data with over 1000 web applications. Plus, it also simplifies the workflow design process by letting you create the flow, pick the apps, and design.
| Best For | Initial Pricing | User Rating |
| Connecting apps | Free | 4.7/5 |
Why is DeskTrack the Best Workflow Automation Software?
DeskTrack is the best business software for automating workflow for your remote, in-office, and field teams. With its plethora of unique features including real-time reporting, you cannot only automate workflows but also get useful insights into your employees’ performances to improve productivity. Simply put, DeskTrack is the leading software solution for all things employee monitoring.
Conclusion
We hope that now you are clear about workflow automation software. As a final word, we would like to say that manually creating and executing workflows is tedious, inefficient, and time-consuming. Plus, it can incur heavy losses for your business, which you don’t want. Thus, it is essential to use the right tools and technology across your various departmental teams and designations for the best results. It ensures that your employees focus on complex tasks with fewer mistakes and better collaboration to make better decisions for more productivity. However, it is also recommended to shortlist the best workflow software and select the option that fits your criteria. That again is a time-consuming process. So, we always recommend going through expert shortlists like this one. But what if you need more than just the feature of automating workflows? DeskTrack is your software solution for all things employee monitoring and time tracking tool.
Frequently Asked Questions (FAQ)
Q. What is an Example of Automated Workflow?
Ans. Here are a few examples of automated workflows.
- Subscribing users to a drip campaign after they download from your website.
- Placing each lead at a different pipeline stage after they take a certain action.
- Making a new system ticket after someone reaches out via social media/email.
- Merging two same properties or deleting duplicates after identification.
- Removing long-time inactive candidates from your database.
- Driving an expense approval from beginning to end.
Q. What is Software for Automating Workflow?
Ans. Software solutions for automating your workflow are digital tools with features for streamlining workflows through automation. Using such software for making workflows removes manual work and simplifies the processes, saving you valuable time and expenses.
Q. Which are the Best Software Solutions for Automating Workflow?
Ans. To help you select the best software for automating your workflows, we shortlisted the top 10 options.
- DeskTrack
- Sender
- Jotform
- Bardeen.ai
- Feathery
- Nintex Process Platform
- ClickUp
- Kissflow
- Integrify
- Zapier
