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

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

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

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

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

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

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

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Question on: Pega Platform

Is PEGA easy or tough?

Is PEGA easy or tough?

Best tool

Answered: Sachidananda Choudhury on November 17, 2022

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Question on: ProHance

How does ProHance Mate work?

How does ProHance Mate work?

Comment deleted by user.

Answered: Salik Faraz on June 25, 2024

ProHance Mate is a small software which gets easily deployed in desktops and laptops, supporting all OS. It auto captures the employee work patterns and generates reports in real-time.

Answered: Salik Faraz on June 25, 2024

See more answers (1)

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Question on: Smartsheet

Why is smartsheet bad?

Why is smartsheet bad?

Complexity: Smartsheet has a fairly steep learning curve, especially for users who are not tech-savvy or unfamiliar with project management tools. Limited functionality: Some users might find that Smartsheet lacks certain advanced features compared to other project management tools, making it less suitable for complex project requirements. Price: While Smartsheet offers a free version with limited functionality, its paid plans can be expensive for small businesses or individuals on a tight budget. User interface: Though Smartsheet's interface has improved over time, some users still find it less intuitive and visually appealing compared to other project management tools.

Answered: Nikhil Kumar on January 12, 2024

This is a question that begs more context. What are you looking to have that Smartsheet does not provide? Conversely, anytime you choose a tool, you need to adopt your processes to adapt to the tool, not vice versa. It's all a very good application for what it does, and if you're asking this kind of a question, it's probably not that Smartsheet is bad, but that it does not align to what you need or vice versa.

Answered: Michael Toland on August 24, 2022

Smartsheets tends to have a steep learning curve. It is promoted much differently than it is. The interface isn’t very user-friendly, which can make it challenging to chart and analyze data. Unless you’re generating reports, there’s no real easy way to analyze the sheets at-a-glance. Plus, it cannot solve all the problems that Jira is able to, nor offer as much connectivity as needed to make it as powerful an option.

Answered: Daniel Vest on August 24, 2022

it takes a lot of programming on the backend to map sheets together and create dashboards - people think it's easy because it "looks like" Excel, but it is way more complex.

Answered: Erica LaRussa on August 24, 2022

i never said that Smartsheet is bad. It is great for what we use it for.

Answered: Tammi Graham on August 24, 2022

Not apparent how to integrate with google docs. I believe there's an add on but they required me to set up a meeting with a salesperson to discuss, which was annoying plus also just didn't happen.

Answered: Kathy Fong on August 24, 2022

I can't freeze rows!

Answered: Lance Driskill on August 24, 2022

I don't have Any comment

Answered: Jesus Almaguer Valles on August 24, 2022

Just in case this is not a typo...Smartsheet is NOT BAD. Smartsheet will be the best program you will purchase for your business. There will never be a time you will regret purchasing Smartsheet. Our company purchased Smartsheet in 2016, since then, we have expanded and opened two more sister companies and both have Smartsheet. I literally have over 90 Smartsheets I have used over the past 7 years and will continue creating them for any and all projects that I need to report on. I have over 14 open on my desktop that I use everyday, I toggle back and forth between them throughout the day. I could not manage my day without them.

Answered: Dixie Young on August 24, 2022

I genuinely hate the color options on Smartsheet. Not only are we limited to the default palette, but the colors within the same family don't even work well together visually. If I use 5 different shades of blue, I expect all of those shades to be cohesive. I like Smartsheet for its functionality but could definitely use an aesthetic tweak.

Answered: Cody Heck on August 24, 2022

The basic level subscription no longer allows non-subscribers to update data on a SmartSheet. What is the point of having a subscription at all if you can get feedback from others. Basically, it makes the product useless.

Answered: Michael Thompson on August 24, 2022

You cannot make multiple tabs like in Excel.

Answered: Gina Peterson on August 24, 2022

Smartsheet isn't bad. It's one of the more comprehensive software I've used to help us track inventory and tasks/projects, and create forms and tracking sheets. It's more versatile than using Google Docs, Excel, Asana, etc. You can do so much with it. Our HR dept even uses it for onboarding and hiring forms.

Answered: Tina Rolf on August 24, 2022

Curious about this question...a more applicable question might be "How could Smartsheet improve?" From my experience of using this platform for almost 12 years, my biggest request would be to a: make the basic improvements that have been requested for years, such as saving the sort in sheets (that feature is there in reports), b: though I realize it is a business offering a service, the massive price increase they've implemented the last few years has been extremely painful.

Answered: Loann McGee on August 24, 2022

The only thing "bad" I have noticed from Smartsheet is that there are features that might be cool that we haven't seen implemented yet. That said, Smartsheet has a really cool process for requesting features that you would find useful, and they are constantly doing updates that include those requests.

Answered: Erik Memmott on August 24, 2022

It's not bad.

Answered: Lorena Pavlak on August 24, 2022

It's not bad. It's a great collaboration tool

Answered: Jacque McQuillan (DOTComm) on August 24, 2022

Im not sure

Answered: Jake Reader on August 24, 2022

Because it does not have a good integration with Salesforce and Gainsight.

Answered: Nana Darko on August 24, 2022

SS makes people responsible and accountable

Answered: Kathy Conway on August 24, 2022

I don't think it's bad, once you get use to the system it's pretty easy to use. The one thing I found hard is the columns have a limited number of characters you can use, but you can always give more detail when you are created your sheet.

Answered: Andrea Cervantes on August 24, 2022

No built-in version control.

Answered: Nitin Yadav on August 24, 2022

Smartsheet, as a whole, is not bad. Many in my organization use it successfully. For me personally, its main marketed feature (workflow/planning/collaborating) is of no use to me. And that's where Smartsheet's training focuses. Since my needs are simple, I tend to use Excel instead of Smartsheet whenever possible.

Answered: Debra Cardell Williams on August 24, 2022

After using Smartsheet for over a year, I have found it to meet our needs with scheduling and managing New Product Development, Marketing and Research & Development. I would only say the more you learn about Smartsheet, the more ideas for functionality you can come up with, but you can easily submit functionality requests to Smartsheet and they add it to their list. some become available and others are add-ons that do cost a pretty hefty price. But overall for our size of organization (100-250 employees) it's been a great addition.

Answered: Patti Petitclerc on August 24, 2022

One that doesn't provide a way to reduce the time spent on a project you are managing. Or doesn't streamline a process for you and/or your co-workers.

Answered: Tracy Tveter on August 24, 2022

I do not find it bad at all Much better than MS project Easier to use for a non project manager Has other applications for tracking tasks than project management

Answered: David Hipperson on August 25, 2022

Smartsheet is very slow in delivering new features, which have been requested by hundreds of users probably. For example, Baseline which is a basic necessity of a project plan, was requested as early as around 2015, but it was not implemented until 2021.

Answered: Amit Wadhwani on August 25, 2022

I have used Smartsheet for years and not only has it helped finish construction projects on time it has saved me money, and even helped helped in getting me signed contracts. I often show my potential clients my projected start date and completion date with all the work and pricing. I ask them if my competitors have been willing to be this transparent and accountable and most often they tell me no, then they sign up with me. Smartsheet is also inexpensive and easy to learn and operate, has a lot of templates ready to use so you don’t have to start from scratch or be an Excel wizard

Answered: David Sturman on August 25, 2022

The learning curse about Smartsheets is the tough part. Like all new things, takes time, trying and fixing mistakes.

Answered: james whitaker on August 25, 2022

It only allows predecessor not predecessors and successors like MSProject. Using predecessors can achieve the same outcome, but if you are use to thinking in successors it is a change.

Answered: Aaron Stachewicz on November 1, 2022

Is not bad, Is a very powerful tool, however the user needs to get trained properly, there are multiple videos in the platform.

Answered: Diego Godinez on August 25, 2022

You start to hit performance issues and max sheet sizes rather quickly. Products GUIs are inconsistent in user experience as well as abilities.

Answered: Adam Thorne on August 24, 2022

I don't think Smartsheet is bad. It's a great tool for our team. We use it dailey

Answered: Nancy Crowe on August 24, 2022

The only complicated issue is thay it might take a little time to get familiar with all the information and functions that Smartsheet has. Recently I had 1 hour tutorial and learnt that I am not using a lot of interesting resources....

Answered: Gilberto Hidalgo on August 24, 2022

Horrible company!! They blocked my account and stole my money, thanks to drewwake.jtbtech@gmail.com for helping me I am so glad You can as well reach him via his WhatsApp address. +84 94 767 1524 for a successful chargeback and I got my refund.

Answered: Mike Donason Alejandro on February 2, 2023

Horrible company!! They blocked my account and stole my money, thanks to drewwake.jtbtech@gmail.com for helping me I am so glad You can as well reach him via his WhatsApp address. +84 94 767 1524 for a successful chargeback and I got my refund.

Answered: Mike Donason Alejandro on February 2, 2023

See more answers (35)

Workflow Management Software Reports

Mid-Market Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Spring 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Winter 2026

G2 Report: Momentum Grid® Report