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.
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 Software Discussions
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Question on: Progress ShareFile
What does RightSignature do?
RightSignature
Citrix RightSignature enables users to send and track agreements and secure legally binding signatures. Documents sent through RightSignature guide signees step-by-step and give several signature options: hand-drawn, text to signature, or click to agree.
RightSignature allows you to create and sign legally binding documents online, in a way that is faster and more secure than executing paper documents. RightSignature is a web-based software-as-a-service that utilizes the secure data infrastructure of Amazon Web Services.
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Question on: Asana
What are your tips for using Asana effectively?
What are your tips for using Asana effectively?
Keep projects simple, use clear task names, assign owners with deadlines, group work in sections, rely on recurring tasks for routines, use tags/custom fields sparingly, automate updates with rules, keep communication in comments (not email), and review dashboards weekly.
Comment deleted by user.
My advice would be to always make sure to make clear on the accountable person and ensure scheduling to avoid missed tasks.
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Question on: Wrike
How is Wrike facilitating project management and team collaboration in fast-paced business environments?
How is Wrike facilitating project management and team collaboration in fast-paced business environments?
Wrike facilitates project management and team collaboration in fast-paced business environments by functioning as a unified, real-time Work Management Platform. The tool offers a flexible, customizable interface that tracks project progress down to the task level and supports multiple, concurrent project methodologies (like Agile and Waterfall). Its core strength lies in its real-time collaboration features, which instantly synchronize updates made by any team member across the entire system. This immediate visibility enables project and program managers to rapidly assess status, manage resource allocation, and instantly provide stakeholders with the most current, accurate information, thereby minimizing communication lag and accelerating decision cycles.
Key Ways Wrike Facilitates Fast-Paced Environments (Added Points):
* Custom Workflows and Dashboards: Wrike allows organizations to design customized workflows and project dashboards that visually map complex processes, enabling rapid identification of bottlenecks and quick re-prioritization of critical tasks.
* Proofing and Approval Automation: It speeds up content and creative review cycles by incorporating automated proofing and approval features, allowing stakeholders to provide feedback and sign-offs directly on files within the platform, eliminating slow email chains.
* Integration Ecosystem: Wrike integrates with essential business applications (like Salesforce, Microsoft Teams, and Slack), preventing task information from being siloed and ensuring a seamless transition of data between sales, development, and execution teams.
Workflow Management Software Reports
Mid-Market Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Workflow Management
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Workflow Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Grid® Report for Workflow Management
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Workflow Management
Summer 2026
G2 Report: Momentum Grid® Report






