Policy Management Software

I believe the AI implementation in Power Automate is very helpful. If a user encounters an error, it would be even more beneficial if the system could suggest appropriate AI tools or automatically recommend the required components. Integrating Power Apps with Copilot would make the experience even more seamless and user-friendly. Review collected by and hosted on G2.com.

I use it to integrate with Power Apps, and some features that are not available directly in Power Apps can be easily developed in Power Automate, allowing me to achieve the required results efficiently. Review collected by and hosted on G2.com.

Heavy document workflow leads to performance problems and lags

Laserfiche has a cloud version that still needs more improvements and support Review collected by and hosted on G2.com.

Laserfiche has brilliant document storage technology that ensures centralized access and easy sharing

Most of document related roles including approvals, signing among others, notifications and others are effectively automated

Laserfiche ensures successful compliance and proper access policies are deployed

The tool has streamlined the search option, which makes it easy to get access to specific documents

Laserfiche has robust process standardization, something that eliminates performance issues or errors Review collected by and hosted on G2.com.

sometimes, navigating to find a topic, item or function is complex Review collected by and hosted on G2.com.

Based on my experience, for any organization looking to enhance its online image, Jotform is indispensable. The platform offers unparalleled aesthetic control, allowing me to fully customize forms with my corporate branding, custom fonts, and even custom CSS. This ensures every client interaction is cohesive, polished, and professional, directly improving my brand perception. Review collected by and hosted on G2.com.

Marketing should be improved a bit so that there is more visibility of the platform and it extends to more market niches. Review collected by and hosted on G2.com.

Initially, small processes are developed where the return on investment is not quickly realized, but they improve the quality of life for the participants in the processes. However, once the implementation of new, more strategic processes begins, the return on investment is immediately seen, and it is reflected both in money and in time and efficiency. Review collected by and hosted on G2.com.

Designing complex processes requires proper planning and initial analysis. Once the structure is set, however, the system runs very smoothly. Review collected by and hosted on G2.com.

Emakin solves the challenge of managing contract-driven processes across multiple stakeholders. It provides end-to-end visibility, traceability, and reporting, helping us ensure compliance with contract terms while improving operational efficiency and collaboration with suppliers. Review collected by and hosted on G2.com.

There’s a learning curve when it comes to customizing dashboards and process maps, but once our team got familiar with it, we realized how powerful and flexible the system truly is. Review collected by and hosted on G2.com.

Interfacing helped us address process inconsistencies and lack of documentation that came with our company’s rapid growth. It centralizes all of our operational data, creating one reliable source of truth for management and compliance teams. With automated workflows and clear accountability, we’ve significantly reduced operational risks and improved project delivery timelines. It’s also made onboarding new employees much easier since all procedures are clearly defined and accessible. Review collected by and hosted on G2.com.

Sometimes the refresh speed is low or going in buffering mode and some cases of missed notifications. Review collected by and hosted on G2.com.

Its implementation and configuration is quick and fast. We are getting MIS data very easily. Review collected by and hosted on G2.com.

The truth is that nothing, however, it "frustrates" me that it doesn't take the weight of what it really is and who it competes against: There is a need to enhance awareness, as many times the platform, its features, and capacity itself "fights" shoulder to shoulder with renowned SaaS like Salesforce, SAP, ServiceNow, and others. What I feel as a company offering CoTalker's services is that by not being on their radar, they simply opt for another solution, which always (and from my own experience) ends up being more costly, longer to implement, and with a high percentage or degree of dissatisfaction. Review collected by and hosted on G2.com.

Solve problems of business process automation, operation, flow development, information centralization, knowledge repository, internal and external management platform, in other cases of communication, user support, and ticket management, among others.

We could list the benefits on several pages and still run out of time, however, if I had to summarize the greatest benefit in just one, it is the adaptability of the platform to any requirement. It often happens that in a briefing meeting, opportunity, or problem, there is never a time when we don't use CoTalker (regardless of the core of the problem) as a basis for the solutions we want to deliver to that challenge, and that, coming from us, who are deeply embedded in the market, you will never find in another platform. Review collected by and hosted on G2.com.

Sometimes the tool feels a bit slow when multiple workflows are running. Also, some advanced features take time to understand at first, and the notification system can be improved slightly. Review collected by and hosted on G2.com.

Cflow helps us remove manual work and scattered approvals done over email and sheets. Now all requests and approvals are in one place, which makes tracking easy and reduces confusion. It saves time, improves visibility, and helps the team work more smoothly. Review collected by and hosted on G2.com.

There are very few downsides overall. If I had to mention one, it would be that introducing any new process can present some challenges, mainly related to change management and those individuals who are more resistant to change. Review collected by and hosted on G2.com.

It's hard to know where to start, but one of the biggest advantages has been the resilience provided by one-person functions, especially since we can reassign flows as needed. This has been a huge benefit as it ensures that if someone is out sick, any workflows they were handling can be picked up seamlessly by another colleague. The consistency in how tasks are approached has also made a significant difference, reducing both time and frustration while improving our overall delivery. Multi-activity and multi-person workflows are now well tracked, with clear deadlines for actions and helpful nudges when needed. Training new or supporting staff has become much easier, as the clarity within the process flow leaves little room for steps to be forgotten, making the learning experience smoother for everyone involved. Review collected by and hosted on G2.com.

According to some of my team members, setting up or configuring Comidor software can be challenging at first, which may necessitate additional training or support to ensure proper configuration. However, despite these initial small difficulties, we are extremely satisfied with the platform's rich features and high quality. Review collected by and hosted on G2.com.

Prior to implementing Comidor, our material ordering process lacked efficiency. We relied on manual processes that were both time-consuming and prone to errors. Moreover, our inventory levels and order status were difficult to track, resulting in a lack of visibility. With no centralised system to track orders, we struggled to monitor inventory levels, making it challenging to identify delays or shortages. Review collected by and hosted on G2.com.

As an organization currently managing over 300 data sources across two production environments, we are increasingly feeling the pressure to stay ahead of any changes in our data. Over time, we anticipate reaching a point where we must choose between finding a way to maintain fast data loads that continue to meet our customers' expectations, or considering moving away from bundling the data altogether and looking into alternative products. Review collected by and hosted on G2.com.

This tool allows us to develop a standard data model, yet still provides the flexibility to address the unique needs of each customer’s organization. Review collected by and hosted on G2.com.

There are some risks associated with FlowForma Process Automation for organisations or departments handling personal or commercially sensitive information. Since the app is hosted on SharePoint, the list view used to manage forms is accessible to all our stakeholders across the eight Trusts. They have edit-level permissions, which means staff can view and delete other members' forms and edit key functions like email templates. Even if these features are hidden, the 'search my site' function allows access to the backend of the app. Additionally, documents generated by the app and stored in SharePoint folders are accessible to all stakeholders. Review collected by and hosted on G2.com.

FlowForma has significantly streamlined our operations by hosting a central SharePoint site accessible to all eight Trusts. One of our first successful automated processes was the waiver form, which is now widely used across multiple Trusts.

Implementing mandatory questions has been an audit requirement that was challenging to achieve using MS Word. FlowForma has simplified this task by providing various question types and data validation rules, allowing us to collect high-quality, consistent responses.

Each Trust operates under its own internal financial thresholds. The 'get list data' rule, connected to a SharePoint list, enables us to standardise processes while adhering to these thresholds. When a Trust name is selected, our digital workflows automatically adjust to the Trust's threshold values and approver details. This has greatly improved accuracy and compliance with Trust financial instruction guidelines, which had been a common struggle.

Additionally, the ability for users to track their own forms has reduced email traffic, freeing up resources within our teams. Review collected by and hosted on G2.com.

One aspect I dislike about Integrify (Nutrient Workflow) is that it can feel somewhat overwhelming to new users. While the platform’s flexibility and customization options are impressive, there’s a steep learning curve when setting up complex workflows or navigating its more advanced features. I would personally benefit from a more robust library of how-to videos, especially on advanced processes and the implementation of a user community where best practices can be shared. Review collected by and hosted on G2.com.

Integrify (Nutrient Workflow) is addressing several key challenges around process automation and standardization. It has streamlined our approval workflows, eliminating tedious email chains and manual tracking. This not only saves time but also improves accountability by providing a clear audit trail for each request. Additionally, the system’s integration capabilities ensure that data flows seamlessly between departments, reducing duplication and errors. By automating these workflows, Integrify has allowed our team to focus on higher-value tasks, ultimately boosting our overall productivity and operational efficiency. Review collected by and hosted on G2.com.

In my experience, the interface still has room for improvement. When the workflows are complex, usage becomes a bit more difficult. I think it would be very useful to have a visual canvas where you can see the objects and how they interact with each other, which would make understanding easier, especially for those who are just starting to use the tool. Review collected by and hosted on G2.com.

PIX RPA has allowed me to automate repetitive tasks such as organizing and uploading scanned documents into the CRM. This reduces errors, speeds up information processing, and frees up my time to focus on higher-value activities. In summary, PIX improves accuracy, accelerates work, and makes my processes much more efficient. Review collected by and hosted on G2.com.

Troubleshooting OCR-related issues can be quite challenging and often requires unexpected workarounds, which is surprising given that OCR is a core feature. While I am usually able to accomplish what I need thanks to these workarounds, there is definitely room for improvement. The audit log presents a similar situation. It records who performed an action on a document in Global Search, but it does not capture exactly what was done. I would appreciate an audit log that provides details similar to the version history feature in MS SharePoint. Review collected by and hosted on G2.com.

We use the Global Search and Global Capture application to keep only digital version of paper applications. That saves a lot of storage and makes document review and retrieval significantly more effective Review collected by and hosted on G2.com.

One area where Abstra could improve is in its integration options. While it supports a good range of data sources, there are a few niche tools we use that aren’t directly supported, which sometimes requires workarounds. Review collected by and hosted on G2.com.

Abstra simplified custom software development and streamlined our workflows through automation. This reduced manual tasks, improved efficiency, and saved us time. It also enabled better data management by integrating various sources, ultimately cutting costs and allowing us to focus on core strategies. Review collected by and hosted on G2.com.

it does have a few limitations. The reporting and analytics features could be more robust—custom reports aren’t always easy to configure. Sometimes, the platform feels too rigid for handling more complex or dynamic workflows, especially in the P2P cycle where integration with external systems (like ERPs or accounting software) is crucial. Also, user permissions and role settings can be a bit tricky to manage at scale. Lastly, the pricing can feel steep if you need advanced features or scale up usage across multiple teams. Review collected by and hosted on G2.com.

Kissflow helps us solve the problem of manual, disjointed workflows by digitizing and automating our processes—especially in procurement. It centralizes purchase requests, approvals, vendor communication, and payment tracking, which reduces delays, minimizes human error, and improves overall transparency. Before Kissflow, tracking the status of a request or chasing approvals across emails was time-consuming. Now, everything is streamlined in one place, with clear accountability and real-time visibility. It’s also helped enforce compliance by ensuring proper documentation and approval chains are followed consistently. Review collected by and hosted on G2.com.

Without prior GRC (governance, risk, compliance) experience, the “initial setup” — defining workflows, configurations, permissions — can be challenging Review collected by and hosted on G2.com.

Siloed data and fragmented processes. Risk, compliance, audit, vendor management, cybersecurity — often handled by different teams, in different tools or spreadsheets.

Manual, repetitive work. Compliance checks, evidence collection for audits, control testing, vendor assessments — if done manually, these tasks consume a lot of time and are error-prone. Review collected by and hosted on G2.com.