Workflow Management Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The average work week is 40 hours, but how much of that do you spend on repetitive tasks?

by Lauren Pope

The Role of Artificial Intelligence in Accounting

Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.

by Nathan Calabrese

How to Stay Organized When Closing Books Remotely

Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information. For this blog, I’m going to refer to only month-end close for consistency and simplicity.

by Nathan Calabrese

Workflow Management Software Glossary Terms

Workflow Management

Workflow management allows organizations to manage business processes in order to operate more efficiently. Learn more about the types and benefits.

by Alexandra Vazquez

Approval Workflow

Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

by Keerthi Rangan

Workflow Automation

Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices.

by Tian Lin

Workflow Management Software Discussions

Question on: Progress ShareFile

Can you send more that one document in one email

My Employer is thinking about Right Sign for Insurance through Applied Epic. Are we able to attach more than one document at a time to a single email? I send an entire package of documents to a client for completion and signatures at one time.

Citrix RightSignature Document Packager allows you to merge and send multiple documents for signature. Learn more here: https://youtu.be/-5MWUmABOjE

Answered: Kyrie Slater on March 30, 2022

Yes, the product will let you do it.

Answered: Jordan Zoot, CPA.CITP.CGMA.CGEIT.CISM on November 27, 2016

See more answers (1)

Your answer

Which Workflow Management platforms offer strong integration with existing business tools and workflows?

Almost every workflow tool claims strong integrations until you try to connect something outside the obvious calendar and chat apps, which is really the test behind which Workflow Management platforms offer strong integration with existing business tools and workflows.

Going through the Workflow Management reviews with integration specifically in mind:

ClickUp: reviewers mention Microsoft and Google integrations working smoothly day to day, with one reviewer specifically describing connecting it directly to an AI assistant for extra automation.
Zapier: isn't a workflow tool in the traditional sense but shows up constantly as the connective layer other workflow platforms lean on to reach apps they don't natively support.
monday.com: reviewers mention having years of historical records accessible alongside live integrations across departments like marketing, sales, and IT.
Asana: reviewers highlight integration with Teams and Outlook specifically, with automation replacing manual updates that used to live in spreadsheets.

If you've connected one of these to something less common, an ERP or a custom internal tool, which platform made that the least amount of work to set up and maintain? And once it was live, did it stay reliable as more people started relying on it?

I’d pay just as much attention to maintenance as initial setup. A custom integration that works on day one can still become expensive if every schema change or API update needs someone to step in and fix it.

Answered: Preksha Buttan on September 16, 2026

Your answer

What's the most trusted Workflow Management software by operations and technology leaders, based on user reviews?

Curious what other operations and technology leaders are seeing here, since most roundups I find are written from a general project management angle rather than what's most trusted by operations and technology leaders specifically, based on user reviews. Looking through the Workflow Management category with that lens:

Smartsheet: pulled in constantly for building repeatable, scalable processes, with ops focused reviewers pointing to the community and training resources as much as the product itself when explaining why it stuck.
Asana: reviewers in operations roles mention using it to tie project status back to broader company goals rather than just tracking individual tasks.
monday.com: comes up often for how deeply it plugs into other systems teams already use, with reviewers describing visibility across departments rather than staying siloed in one team's boards.
ClickUp: reviewers in marketing and ops roles describe it adapting to how they actually work rather than forcing a rigid structure, which comes up specifically when managing a busy, multi project workload.

All four get the same theme in their reviews: more flexibility means more setup decisions someone has to actually own. That seems less like a product gap and more a question of whether operations has the bandwidth to be that owner long term.

For technology leaders specifically, which of these needed the least ongoing admin overhead once it was actually rolled out?

Honestly a few names dominate here by both rating and sheer review volume. Smartsheet is the standout, it's massively reviewed and well-rated, and ops leaders like it because it blends spreadsheet familiarity with real workflow automation, which makes adoption easier across a mixed technical and non-technical team. Asana is another heavily trusted one, strong for cross-functional workflow and project tracking. Wrike is well-regarded too, especially for larger teams needing more complex workflow rules and reporting. Creatio is worth a look if you want workflow tied to a broader low-code/CRM platform. To be real, "most trusted" splits a bit by role, ops leaders often lean Smartsheet or Asana for adoption ease, while technology leaders sometimes want Wrike or Creatio for deeper customization. What's driving the need, cross-team visibility, or automating a specific complex process?