Best Business Process Management Software for Microsoft Excel

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Creatio offers a comprehensive business process management solution that utilizes Creatio Studio, an AI-driven no-code platform for creating and automating workflows. With its intuitive visual interface, organizations can design, execute, and enhance complete processes without the need for programming expertise. The platform allows teams to create workflows, handle data, and connect with third-party systems within a cohesive environment. Integrated analytics and dashboards deliver immediate insights into operational performance and effectiveness. At the heart of the platform are AI-driven agents capable of transforming natural language into workflows, analyzing data, suggesting optimal actions, and carrying out tasks across various processes. This functionality enables businesses to minimize manual workloads, swiftly adapt to changes, and enhance operational efficiency, all while speeding up their path to value realization.

A powerful iPaaS platform for integration and business process automation. Linx is a powerful integration platform (iPaaS) that enables organizations to connect all their data sources, systems, and applications. The platform is known for its programming-like flexibility and the resulting ability to handle complex integrations at scale. It is a popular choice for growing businesses looking to embrace a unified integration strategy.

Experience the ultimate automation platform with Wrk, offering unparalleled ease and comprehensive capabilities. Gain access to a wide range of drag-and-drop API connectors, AI bots, RPA & OCR bots, and even human-based tasks, all consolidated within a single automation platform. Effortlessly connect Wrk Actions through the user-friendly Wrkflow Designer, empowering you to construct a fully customized end-to-end automation solution that precisely aligns with your unique processes. Start automating today with Wrk, for FREE!

monday work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

Lucidchart is a comprehensive visual collaboration platform that empowers teams to create intelligent, data-driven diagrams for process mapping, team planning, systems architecture, and more. With features like AI-powered diagram generation, real-time collaboration, and data integration, Lucidchart helps users quickly visualize their systems and workflows with ease. Whether you’re building technical diagrams or mapping out complex organizational structures, Lucidchart streamlines the process, saving you time and improving clarity. It integrates with a variety of popular tools such as Jira, Slack, Confluence, and Notion, making it an invaluable tool for enhancing teamwork, driving decisions, and accelerating innovation across your organization.

Time tracking is no longer a common practice. Optimus Hive allows you to do much more. It's time to replace the timesheets with an automated time tracker that will show you your actual working hours and the beginning/end of each day. Optimus Hive increases team productivity by focusing upon the company's growth. You can now easily calculate productivity scores by department, activity or user and measure productivity levels with automatic or manual categorization. Block time spent on unproductive or personal tasks. This will allow you to identify which websites and applications your employees use and help you determine which ones are most useful and which are more time-consuming. This will ensure that your employees are evolving with your business. Eliminate repetitive and boring tasks that employees are doing. It's easy to use a dashboard that allows you to analyze, generate and manage reports from one place.

ThoughtFarmer, a leader in intranet software, brings people, teams, ideas, and more together. ThoughtFarmer is used by many organizations worldwide. It facilitates communication, knowledge management, and collaboration across geographic distances. ThoughtFarmer excels in engaging remote employees. ThoughtFarmer integrates with critical business software like Slack, Microsoft, Google. This keeps remote workers connected and productive. It also provides up-to-the minute information, collaborative online spaces and a place where your company thrives.

AgilePoint's Low-Code Digital Process Platform allows organizations to hasten their digital transformation journey by equipping diverse teams to automate, optimize, or integrate workflows and processes. This capability not only enhances customer experiences but also boosts operational efficiency, fosters revenue growth, and guarantees adaptability and scalability for future challenges. Moreover, the platform supports ongoing improvement initiatives that align with evolving business needs.

ABACUS is used by companies worldwide to manage Enterprise Architecture, IT and Business Strategy and Digital Transformation. ABACUS users deliver insights and value quickly:  Import data in minutes from SharePoint, Excel, Visio, Google Sheets, ServiceNow and CMDBs, and using ABACUS’ REST API Choose from industry standards, framework and metamodels. Configure a metamodel specific to your enterprise Data owners across your organization can collaborate with editable cloud-based data lists, diagrams and dashboards. Automate cost roll-ups, business fit, technical fit and security scores. Set up calculations and metrics design for your enterprise. Compare future state architecture options for effective scenario analysis Report with rich visuals including interactive Gantt charts, capability maps, heat maps, treemaps, Graph View, charts and dashboards  ABACUS is used to deliver Enterprise Architecture strategy, Application Portfolio Management, Business Process Management, Solution Architecture, Information and Data Architecture, Cybersecurity, Cloud Migration, Technical Debt Management, Governance & Compliance, IT Service Management.  ABACUS is available either on-premise or as a browser-based SaaS tool. 

Ultimus is a global leader in low-code digital process automation (BPM) technology. Ultimus solutions automate business processes and optimize them to solve everyday and mission-critical business problems. Ultimus solutions are unique in that they focus on business process effectiveness. They help companies increase revenue and customer relationships. The Ultimus Digital Automation Suite is a comprehensive suite of technologies that was designed to meet the needs of modern digital enterprises. The Ultimus DPA Suite accelerates workflow delivery and maximizes business agility and effectiveness. It enables seamless, enterprise-scale process automation across all devices and use cases. This is possible both within an organization and with customers, suppliers, or partners outside it.

The Fabasoft Business Cloud features a robust set of features that can be used to manage documents and digital business processes across multiple organizations. Automated workflows, automatic syncronization, semantic full-text search, seamless versioning, digital signing of documents, and other features facilitate cross-organizational collaboration. This greatly increases productivity.

Every day, decision making takes place at every level of every business. Simul8 allows you to make the best decisions every time and delivers serious impact quickly. Simul8 simulation software is so intuitive, quick, and effective that you'll use it every single day. Be based on truth and not hunches. Maximize flow by understanding and optimizing it. Find and inspire new ways of operating. Plan and forecast with confidence. Refute the status quo. Simul8 makes it all possible.

The Decisions Platform is a no code business automation solution that focuses primarily on data handling, process automation and business rule execution. The Decisions Platform includes a workflow engine, a form designer, form designer, report/or dashboard builder and an open API and SDK. It offers a complete business process management solution for large companies and software company partners. Decisions is a visual, drag-and-drop, no-code design technology that was built and tested to help organizations automate a variety of business processes.

Take control of your workload with ease You can organize your tasks into streamlined processes that are compatible with your work style. Automate your processes to do more in a shorter time. Integrate your apps to keep all your information in synch across your entire business. From: Losing sticky note, copying emails to everyone and spreadsheet to-do list, endless headaches. To: All your work organized in one place. This can talk to all your apps and even do some work for you.

Cflow is an AI-powered, cloud-based BPM and workflow automation software that streamlines business processes for companies of all sizes.

RPA software robots integrate with pre-existing systems to increase productivity, speed up decision making, and lower error rates. This allows companies to delegate repetitive and manual tasks to robots, which is a great way to expand. It allows companies to automate their processes technologically, a true digital revolution. TheEye's flexibility and ability to seamlessly integrate workflows without having to change policies is what makes it stand out. It also acts as a technological bridge that allows you to centralize all your existing and new systems without having to purchase expensive licenses. Once the robots have been integrated with their team via TheEye, they can take care of tasks that nobody wants to do. They also save money and don't make mistakes. This allows talent to be aligned with the business and increases its value.

Qlerify is an innovative software modeling platform driven by artificial intelligence, designed to assist teams focused on digital transformation in expediting the digitalization of key business processes within enterprises. Keep the momentum alive during your collaborative sessions by mapping out visual workflows swiftly while your team generates ideas. With Qlerify, you can ensure your organization remains aligned, effectively capture essential requirements, and build consensus on crucial priorities. Establish internal harmony on vital business processes and create a visual, centralized repository of truth that can be accessed by teams, regardless of their location. Accelerate the implementation of IT projects by reaching a consensus on project requirements in just a couple of workshops instead of enduring prolonged back-and-forth discussions that could last weeks or even months. In just minutes, leverage generative AI to convert your process models into data models, and visualize them using star schemas to kickstart your software development efforts. Furthermore, effortlessly transform your domain models into the necessary APIs and software components to efficiently support your business operations. By streamlining these processes, Qlerify enables organizations to enhance productivity and responsiveness in a competitive landscape.

Lapala is a user-friendly, collaborative no-code platform designed to simplify intricate processes into straightforward guided workflows, making routine tasks efficient, quick, and error-free. It ensures that the appropriate tasks are directed to the right individuals at the exact moment they are needed, eliminating unnecessary clicks and providing complete oversight of task management while automating the processes of searching, creating, and updating information. By requiring no coding knowledge, it enhances workflows through customizable task assignments, approval processes, conditional logic, an intuitive form builder, insightful monitoring dashboards, and various automations. Teams can liberate themselves from monotonous activities such as purchase approvals, client interactions, quality assessments, HR onboarding, quotation approvals, and ticket management, thereby boosting productivity across departments like sales, logistics, HR, finance, and supply chain management. Additionally, seamless integrations with platforms such as SAP, Microsoft 365, Google Workspace, HubSpot, and others ensure that existing ERPs and systems are effectively connected, further enhancing operational efficiency. The overall result is a dynamic environment where teams can focus on more strategic tasks rather than getting bogged down with repetitive ones.

This brief video illustrates how our comprehensive AP automation solution transforms and streamlines your accounts payable process, enhancing your AP department's efficiency by a staggering 500 times! Our software integrates effortlessly into your existing business operations, taking charge of invoice management and various workflows. You can conveniently receive invoices electronically, input invoice information, and approve them—all from the comfort of your home! Additionally, CoreIntegrator significantly reduces the burden of monotonous data entry through automation. By leveraging cutting-edge technologies such as optical character recognition (OCR), Verified Automated AP Data Capture, Smart AP robotic process automation, and our cloud-based AP automation platform known as A/P One, we can drastically minimize the time spent on data entry. This powerful suite of tools has the potential to save your company over $6.00 per invoice, even as your AP team continues to work remotely! With these advancements, your organization can achieve unprecedented efficiency and cost savings in its accounts payable operations.

Fluid is a comprehensive system designed to empower technology in achieving your business goals through the automation of various tasks and enhancing operational effectiveness. This platform allows clients to oversee, set up, and manage their custom business documents and processes with ease. As a stand-alone, technology-driven business software solution, Fluid facilitates the configuration and administration of tasks by utilizing fields, forms, and workflows to efficiently handle operational duties and transactions. Through the utilization of Fluid, we can efficiently schedule and manage tasks, ensuring optimal productivity. It is capable of elevating a single client's business operations or integrating seamlessly with other systems to deliver a cohesive solution in a remarkably short period. Moreover, Fluid possesses a distinctive capability to adapt and connect diverse system architecture components, thus enabling a significantly faster operational deployment. Ultimately, this adaptability allows businesses to respond to changing needs with agility and precision.