Wrike Features

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Track the status and progress of tasks

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Facial or other physical recognition to confirm identity

Ability to recognize printed or written text within digital images or scanned documents

Measure time to completion or hours worked for projects

Monitor and record expenses such as purchases or charges incurred

Reporting on how each user, task or process has advanced since its initiation

Track and document all activities across devices, networks, and other systems

Track time worked per client

Monitor the progress of projects from start to finish

Track the list of items required to be billed/invoiced to clients

Track the attendance of specific individuals or groups

Request, track, and manage time off requests and vacation time

Measure time to completion or hours worked for projects

Manage and track employee attendance

Track actual spending to ensure it's in line with the planned budget

Track employee and task times using internet connection

Track employee and task times without internet connection

Identify the physical location of an individual, asset, device, etc.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Track employee schedules, availability, and performance across projects and tasks

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage schedules and meetings via an integrated calendar

Track the amount of time spent on a job or task

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices.

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

Set up connections to third-party platforms to improve business processes

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Receive system updates as soon as any changes are made

Allows users to create, modify, and delete tasks

Helps users capture all relevant details required to perform tasks

Assigns priorities to tasks and allows admin to change priorities

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Assign available resources (human and/or non-human) to various projects and tasks

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Track and monitor efficient handling of all changes/transitions

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Assign available resources (human and/or non-human) to various projects and tasks

Reporting on how each user, task or process has advanced since its initiation

Measure time to completion or hours worked for projects

Plan and coordinate all the resources, costs and time needed to execute assignments

Include features to create, assign, and manage tasks.

Deliver project plans that can be customized by users.

Provide visibility into collaborative processes accross the company

Provide integration with task management and project management software.

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Give users in-app method of reporting bugs and leaving general performance feedback.

Give testers in-app method of reporting bugs and leaving general performance feedback.

Give team members method of reporting bugs and leaving comments on bug status.

Provide reproducible, insightful info surrounding bug and crash scenarios.

Track history of bug status by application version, date, etc.

Store bug tracking data for an appropriate and useful amount of time.

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Ability to involve multiple users in public or private discussions

Allow external users to use chat and discussions

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Allows users to create goals and takss based on action items decided in in-person meetings.

Provides a channel for team members to share media files, communicate, and work together

Provide standard Kanban cards for various types of tasks that can be modified by users

Allows users to drag and drop cards to rearrange them in a board

Boards provide visibility accross all projects, tasks, and users

Define the stages of a workflow and assign tasks to each stage

Tasks can be moved to a backlog based on priority and other criteria

Ability to improve workflows and processes by analyzing the flow of tasks

Configure existing workflows to meet your organization's needs

Ability to drag and drop projects and tasks within a marketing calendar.

Ability to organize recurring projects and tasks into standardized workflows.

Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.

Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.

Ability to assign team members specific roles on specific projects.

Ability to send automated alerts and notifications when projects have been updated and/or compelted.

A digital list of items that need to be completed

Ability to organize content and manage approvals during the content creation process.

Ability to assign content tasks to writers, designers, and editors.

Track and manage the scheduling of tasks

Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.

Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Pre-designed project plans that can be customized

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

Log and record hours worked and costs spent to assist in billing and invoicing

Track and document all activities across devices, networks, and other systems

Track the list of items required to be billed/invoiced to clients

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Active reporting of data and metrics

Provide users with the ability to report progress made throughout the product lifecycle.

Track product costs and costs related to design and development activities

Provide insights into product performance from multiple data sources

Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information.

Set priority levels on tasks so individuals can organize their work.

Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly.

Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications.

Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software.

Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software.

Integrates with manufacturing ERP solutions

Integrates with Manufacturing Execution Systems (MES)

Integrates with Product Information Management (PIM) software

Integrates with software for maintenance such as Enterprise Resource Management (EAM)

Documents can be shared between users and teams

User can share notes with colleagues or external users

Help users find documents and other types of content

Keep track of document versions and related changes

Create personalized project views for collaboration

Allow users to follow tasks which are not assigned to them

Define and manage users access to documents and collaboration features

Manage private and shared calendars and associated events

Make project views available for the public.

Align remote employees with their colleagues and external users

Define and track responsabilities for remote users

Allow users to connect to tools that they use remotely

Ability to track marketing campaign performance and return on investment (ROI).

Ability to compare marketing plans to historical activity.

Monitor the progress of projects from start to finish

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Track the status over time for a request, process, asset, or transaction

Measure time to completion or hours worked for projects

Track the status and progress of tasks

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Enables forms to be embedded onto a website without having to create code from scratch

Sends notifications when a completed form is recieved

Allows users to build, distribute and access forms from a mobile device

Customize contracts and forms to collect specific information

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Estimate or forecast of a future scenario based on the study of present trends

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Track, manage, or resolve user requests and IT incidents/issues

Observe and track the demand, usage, progress or quality of a system, product, or user

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Create, design and manage workflows for repetitive tasks

Measure time to completion or hours worked for projects

Record and follow the progress of every issue

Configure existing workflows to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Customize data fields to support various needs and use cases

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Receive system updates as soon as any changes are made

Allow users to access multiple services after entering their login credentials once

Use AI to generate content in the form of text, images, videos, etc.

Track and manage the scheduling of tasks

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage and track all task activities and progression

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Connect to code repositories (e.g., Git or SVN) to import a project or automate the scanning of source code

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage, store and organize emails within the system or via third-party apps

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Ability to handle several projects simultaneously

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, save, and store files

Identify and respond to unexpected problems or failures (ie. "negative events")

Graphical representation of data

The creation of a bug/issue ticket, submitted by a team member, customer or end user

Monitor and track bugs and issues in the system.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Leave comments and notes on documents for others to view

An @mention is a way to tag or notify a specific person about a message/post

Set up connections to third-party platforms to improve business processes

Pre-designed layouts that can be customized to match preferences and requirements

Track the status and progress of tasks

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Generate quotes or estimates for customers

Provides a channel for team members to share media files, communicate, and work together

Customize data fields to support various needs and use cases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

Manage the process of evaluating documents or requests submitted for approval

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed project plans that can be customized

Track and manage the scheduling of tasks

Receive data and information in real time

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Application programming interface that allows for integration with other systems/databases

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An @mention is a way to tag or notify a specific person about a message/post

Estimate or forecast of a future scenario based on the study of present trends

Provides a channel for team members to share media files, communicate, and work together

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create, manage, or update project workflows.

Specify or track the date/time a project, task, etc., is due for completion

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Enables creation, management, and tracking of product requirements & features during product production/development

Search and filter data across systems to locate required information by entering keywords or certain criteria

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Private online space that lets businesses securely share documents and provide information access to clients

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Provide support to your customers and employees remotely over a shared network

Predict future data based on historical data sets

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Diagram that depicts connections among nodes in a network

Plan and coordinate all the resources, costs and time needed to execute assignments

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Material list of manufacturing parts and associated costs

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Store and organize documents in a centralized system

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Track the status over time for a request, process, asset, or transaction

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Arrange tasks based on the level of priority or urgency

Reporting on how each user, task or process has advanced since its initiation

Monitor task progress and planned accomplishments to better manage project status

Provides a channel for team members to share media files, communicate, and work together

Customize data fields to support various needs and use cases

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Leave comments and notes on documents for others to view

Import and export data to and from software applications

Estimate expected cost based on various factors before a project begins

Manage and handle various international currencies

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Receive system updates as soon as any changes are made

Estimate or forecast of a future scenario based on the study of present trends

Customize data fields to support various needs and use cases

Manage the process of evaluating documents or requests submitted for approval

Access the system via a mobile application

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Assign available resources (human and/or non-human) to various projects and tasks

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Automate recording of time to reduce human error

Manage and record overtime hours for hourly employees

Track employees' arrival and departure timings for payroll purposes

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Manage and support multiple languages

Assign working shifts or tasks to employees based on their availability

Electronic storage of staff/employee contact information and job status in a centralized repository

Track billable hours and/or non-billable expenses for work performed

Track and interpret metrics on the usage of company resources

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Measure time to completion or hours worked for projects

Add customized logos and colors to align with company branding

Receive system updates as soon as any changes are made

Public or private sharing of digital files such as documents, audio/video, images, and more

Customize data fields to support various needs and use cases

An @mention is a way to tag or notify a specific person about a message/post

A digital list of items that need to be completed

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allow users to access multiple services after entering their login credentials once

Organize and schedule projects

Track and document all activities across devices, networks, and other systems

Import and export data to and from software applications

Software specialized for corporate use

Timed notification for any upcoming task, deadline, appointment, or activity

Leave comments and notes on documents for others to view

Review and analyze existing information across documents

Track revisions and updates made to files and navigate between different versions

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Track and manage the scheduling of tasks

Compare two documents or content pieces side by side

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store and organize documents in a centralized system

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage the process of evaluating documents or requests submitted for approval

Monitor the progress of projects from start to finish

For creative teams and agencies

Highlight content and/or make notations about parts of content

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Define levels of authorization for access to specific files or systems

Reporting on how each user, task or process has advanced since its initiation

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add labels or tags to tasks

UI looks like a spreadsheet

Track and manage the scheduling of tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Convert emails into tasks

Monitor the progress of projects from start to finish

Measure and track time including hours worked and paid time off (PTO)

Split and manage tasks into individual components

Track the status and progress of tasks

Set up connections to third-party platforms to improve business processes

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Edit task information and all related elements

View and track pertinent metrics to find patterns and gain insights from data

Specify or track the date/time a project, task, etc., is due for completion

Application programming interface that allows for integration with other systems/databases

Track and manage task relationships and dependencies

Store, manage, and track all electronic documents in a centralized location

Assign issues and tasks based on availability or required skills

Organize and schedule projects

UI looks like task board

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Leave comments and notes on documents for others to view

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Import tasks from external sources

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

Provides a channel for team members to share media files, communicate, and work together

Create budgets based on historical data and future projections

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Estimate or forecast of a future scenario based on the study of present trends

Forecast customer demand using historical insights and simulations

Ability to handle several projects simultaneously

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Pre-designed project plans that can be customized

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Receive system updates as soon as any changes are made

Create, manage, or update project workflows.

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

Pre-designed layouts that can be customized to match preferences and requirements

Collection of images, videos and other digital content that can be used

Use AI to generate content in the form of text, images, videos, etc.

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

Set up connections to third-party platforms to improve business processes

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Track and manage the scheduling of tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Ability to handle several projects simultaneously

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Track and document all activities across devices, networks, and other systems

Assign issues and tasks based on availability or required skills

Reporting on how each user, task or process has advanced since its initiation

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allow users to access multiple services after entering their login credentials once

Leave comments and notes on documents for others to view

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

Notifications that are delivered to users as soon as an event occurs

Arrange tasks based on the level of priority or urgency

Define levels of authorization for access to specific files or systems

Supports simultaneous creation and work on multiple Kanban boards

Track the status and progress of tasks

Create, save, and store files

Monitor task progress and planned accomplishments to better manage project status

Measure and track time including hours worked and paid time off (PTO)

Tracking the status of previously identified performance measurements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Track and manage schedules and meetings via an integrated calendar

Estimate or forecast of a future scenario based on the study of present trends

A digital list of items that need to be completed

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Measure time to completion or hours worked for projects

Create, design and manage workflows for repetitive tasks

Monitor the progress of projects from start to finish

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Pre-designed project plans that can be customized

An @mention is a way to tag or notify a specific person about a message/post

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Create, design, and visually represent processes within the software

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Track and manage task relationships and dependencies

Customize data fields to support various needs and use cases

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Specify or track the date/time a project, task, etc., is due for completion

Receive system updates as soon as any changes are made

Identify, track, and respond to negative feedback

Manage and track all internal and external communication conducted via calls, email, text, or chat

Timed notification for any upcoming task, deadline, appointment, or activity

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized storage for employee data, records, and performance metrics

Organize and manage the accomplishments and development of employees or performance of applications or systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track the status and progress of tasks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Arrange tasks based on the level of priority or urgency

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Reporting on how each user, task or process has advanced since its initiation

Organize and schedule projects

Graphical representation of data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Establish measurable goals and objectives and track their progress over a specific period of time

Create, manage and track all task activities and progression

Receive system updates as soon as any changes are made

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Document and report the progress of ongoing projects

Allow users to access multiple services after entering their login credentials once

Allows employees to set and manage work or career related goals

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of dashboards

Receive data and information in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Use AI to generate content in the form of text, images, videos, etc.

Create, design and manage workflows for repetitive tasks

Configure existing workflows to meet your organization's needs

Store and organize documents in a centralized system

Create, save, and re-purpose templates for emails, forms, etc.

Leave comments and notes on documents for others to view

Tracking the status of previously identified performance measurements

Track employee schedules, availability, and performance across projects and tasks

Pre-designed layouts that can be customized to match preferences and requirements

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and re-purpose templates for emails, forms, etc.

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Track and report regulatory data to either internal management or external stakeholders

Set & manage permission levels based on user roles and restrict access to only authorized individuals

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, or update project workflows.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, save, and store files

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive system updates as soon as any changes are made

Specify or track the date/time a project, task, etc., is due for completion

Create, manage, or update project workflows.

Arrange tasks based on the level of priority or urgency

Configure existing workflows to meet your organization's needs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage, store and organize emails within the system or via third-party apps

Timed notification for any upcoming task, deadline, appointment, or activity

Create, design and manage workflows for repetitive tasks

Assemble applications and processes by dragging over and arranging pre-built components

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of reports

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Predict future data based on historical data sets

See past and upcoming campaigns and communications in a calendar view

Track the amount of money spent on a certain product or with a certain supplier

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track and manage schedules and meetings via an integrated calendar

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Leave comments and notes on documents for others to view

Share and present designs

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Estimate or forecast of a future scenario based on the study of present trends

Create budgets based on historical data and future projections

Create, manage and track all task activities and progression

Assign issues and tasks based on availability or required skills

Define levels of authorization for access to specific files or systems

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Application programming interface that allows for integration with other systems/databases

Collect and maintain structured information that describes data or content

Active reporting of data and metrics

Leave comments and notes on documents for others to view

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

Use AI to generate content in the form of text, images, videos, etc.

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Create budgets based on historical data and future projections

Create, save, and store files

See past and upcoming campaigns and communications in a calendar view

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track the status over time for a request, process, asset, or transaction

Define levels of authorization for access to specific files or systems

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Alter the layout and content of reports

Track revisions and updates made to files and navigate between different versions

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Store and organize documents in a centralized system

Track and manage the scheduling of tasks

Create, design and manage workflows for repetitive tasks

Market event via social media tools

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and interpret campaign performance metrics

Creation and customization of dashboards

Create, manage and track all task activities and progression

Pre-designed project plans that can be customized

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Allow users to access multiple services after entering their login credentials once

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Search and filter data across systems to locate required information by entering keywords or certain criteria

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage digital assets

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Store, manage, and track all electronic documents in a centralized location

Configure existing workflows to meet your organization's needs

Plan, pay and track business related expenses.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage assets throughout their lifecycle to optimize profit

Gather and analyse ideas for new products or product enhancements

Calculate the time to market for new products or improvements to existing products

Provide users with cost estimation tools for new products or enhancements

Deliver workflows that can be used by managers to approve or reject new products and features

Allows users to create new CAD models or import them from CAD systems

Support CAD options such as computer-aided manufacturing (CAM) or omputer-aided engineering (CAE)

Provides functionality to convert CAD models into bills of materials (BOM)

Allows users to colalborate with suppliers and partners on product development projects

Include features such as chat that internal and external users can use to communicate

Helps users and suppliers or partners colalborate on product development activities

Allows user to collaborate on creating and managing documents and files

Define and manage a taxonomy of product metadata that applies to the entire company

Manages the quality of the product data and ensures its up to date

Tracks and audits versions and changes, including options to check-in and check-out

Manage the process of evaluating documents or requests submitted for approval

Provide the ability to deliver product variations such as configure-to-order and engineer-to-order

Bills of materials can be combined, merged, and nested to create multi-level BOMs

Manages BOM types such as manufacturing BOM (mBOM) or engineering BOM (eBOM)

Provide users with the ability to visualize the BOM in a 3D environment.

Graphical representation of data

Deliver workflows to approve or reject engineering change requests (ECR)

Allows user to manage changes to product configurations while maintaining the functional and physical attributes of a product throughout its lifecycle.

Create and manage engineering change orders (ECO) based on ECRs or from scratch

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Capture, organize and track product-specific data and information in a centralized location

Create, manage and track all task activities and progression

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Manage the end-to-end production process for manufacturing operations

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Create, save, and store files

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage schedules and meetings via an integrated calendar

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Enables creation, management, and tracking of product requirements & features during product production/development

Manage all supplier data and operations

Users can create virtual environments to test product characteristics

Analyse multiple simulations to determine product strenghts and weaknesses

Simulation results can be used to improve product design and development

Provide users with the ability to identify all functional needs of the product ahead of time and incorporate this information into each stage in the product development lifecycle

Ensures that all quality issues can be traced back to the root causes

Ensures compliance of items according to regulatory, safety, and environmental specifications

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Simulate the outcomes of various business case scenarios and mix of projects

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives

Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies

Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes

Assign priorities to projects and portfolios based on strategic objectives

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, manage and track all task activities and progression

Enables creation, management, and tracking of product requirements & features during product production/development

Assign issues and tasks based on availability or required skills

Store, manage, and track all electronic documents in a centralized location

Measure time to completion or hours worked for projects

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Log and record hours worked and costs spent to assist in billing and invoicing

Monitor the progress of projects from start to finish

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Track and document all activities across devices, networks, and other systems

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Help users easily identify differences between different versions of an image.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Offers a centralized dashbaord that shows project statuses, feedback, and deadlines to streamline workflow management.

Connects with creative tools such as content creation and graphic design software.

Connects with project management tools to organize tasks, timelines, and resources.

Tracks and organizes multiple versions of a design to help wtih easy comparison and retrieval of past versions.

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Create, manage and track all task activities and progression

Create, save, and store files

Ability to handle several projects simultaneously

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Allows users to set up and save custom workflows for repetitive review processes.

Sends notifications to users about updates, comments, and approval statuses.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Assign issues and tasks based on availability or required skills

Arrange tasks based on the level of priority or urgency

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Organize and schedule projects

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Organize and schedule projects

Identify advertising and promotional sources to be used in marketing efforts

Plan and strategize marketing campaigns

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Plan and strategize marketing campaigns

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives