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: Collavate
What is Collavate Google Drive?What is Collavate Google Drive?
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Collavate is a cloud-based team collaboration and compliance workflow automation platform that enables users to perform workflow and collaborate in Google Drive.
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Question on: Process Street
What is a process checklist?What is a process checklist?
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A process checklist is essentially a bulleted or numbered list of things you need to complete to achieve a business task. Sometimes things go in a step-by-step order...sometimes there are "if/then" statements where you need to decide on the next item based off a prior item; it's all about gathering the information you need to complete your checklist/task or business object.
In short, it's a fancy list to make sure you can get something done with nothing slipping through the cracks.
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Question on: ProcessMaker
What are the three key components of a BPM system?What are the three key components of a BPM system?
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BPM (Business Process Management) tools are designed to help companies manage their workflows by providing a platform where Project Managers can:
Centralize and access their data instantly.
Receive real-time feedback of the work being performed
Optimize business processes
But the most important aspect of a Business Process Management Tool, is that it can be used by people with different computer skills.
Sweven is a cloud-based management platform which allows fluid management and monitoring of your business processes. Clients and vendors can receive work orders instantly on mobile and desktop devices for efficient coordination of the work performed.
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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






