Workflow management software helps companies define, manage, and automate sequences of business tasks and activities, improving employee productivity, optimizing resource utilization, and increasing cross-team collaboration. It is primarily used by managers to structure inter- and intra-departmental business flows.
Core Capabilities of Workflow Management Software
To qualify for inclusion in the Workflow Management category, a product must:
Allow for the creation of logical rules and rule management
Provide drag-and-drop features to create workflows
Enable automation of tasks external to the workflow management software
Manage dependencies between tasks and workflows
Alert and notify users or managers based on predefined rules
Allow users to create forms
Common Use Cases for Workflow Management Software
Workflow management software is used primarily by managers to streamline operations across departments. Common use cases include:
Automating approval chains and task routing
Managing interdepartmental handoffs and dependencies
Standardizing repeatable processes for SMBs with moderate operational complexity
How Workflow Management Software Differs from Other Tools
Workflow management software is a lighter alternative to business process management software, making it better suited for SMBs with low-to-medium operational complexity. Unlike project management software, it does not manage discrete projects or tasks, but enables process automation through integrations with tools like CRM software.
Insights from G2 Reviews on Workflow Management Software
According to G2 review data, users highlight the drag-and-drop interface and rule-based automation as standout features. Teams consistently note gains in cross-departmental efficiency and reduced manual work as core benefits.
