Best Workflow Management Software for Nonprofit - Page 12

Establishing a method for transitioning between stages in a workflow can be approached in several ways: whether it requires unanimous approval from all members, a majority vote, or permits any individual to authorize the progression. In addition, SES’s software offers various options for automating this workflow. Requests can be directed automatically according to the fields chosen by users and staff. With Quick Assign Rules, the software can streamline the workflow by automatically selecting the appropriate workflow and assigning tasks for standard requests and staff roles. Furthermore, automatic email notifications can be configured to specify who gets informed about an issue and at which stages; for instance, the department head might only need notifications when a new issue arises and at the final approval stage, while the Project Manager could require updates at every phase. These customizable rules can be set up effortlessly with just a few clicks. After receiving an email notification, recipients can, depending on their permission level, access the relevant record directly through a link provided in the email, allowing them to take action immediately. This seamless integration enhances collaboration and ensures that everyone stays updated throughout the process.

Our software features two distinct visual designers aimed at enhancing user experience. The graphic designers and UI specialists dedicated their efforts to ensure that the workflow creation is not only straightforward and user-friendly but also visually appealing. The primary designer focuses on establishing the business logic of the process, which includes defining process phases, transitions, and the roles that participate in the workflow. This is distinct from the designer that manages automated tasks, such as sending emails, adding items to lists, or performing mathematical operations, and this division contributes to a clearer understanding of the business logic. Additionally, an integral component of the Datapolis Workflow Designer is the form wizard, which is incredibly user-friendly and facilitates the creation of straightforward forms by simply dragging and dropping form fields and adjusting their settings. Furthermore, the Datapolis Workflow Designer provides the flexibility to create an unlimited number of roles within the process, allowing for participants to be either individual SharePoint users or entire SharePoint groups, thereby enhancing collaboration and functionality within the workflow. This comprehensive approach ensures that users can effectively manage complex processes with ease.

ProcessMate is a cloud-based solution designed to monitor quotations and ordering processes. It features a sales desktop for employees and a Customer Portal that allows clients to request quotes, place orders, and submit service requests. The portal is customizable, enabling easy branding to align with your organization’s identity. With ProcessMate, you can efficiently oversee processes and tasks, manage related documents, and facilitate team communication. This software is capable of handling both spontaneous and scheduled tasks effectively. The platform not only tracks activities but also sends notifications to users, generates reports for management, and assists in optimizing business operations. Additionally, it enhances communication with customers by allowing them to submit purchase and service requests, check the status of their ongoing requests, and automatically initiate internal processes upon submission of their requests. Consequently, this fosters a more interactive relationship between businesses and their clients.

bCommunities is a highly innovative online platform that streamlines transactions and collaboration among teams. Within the bCommunities ecosystem, each organization operates in a distinct, secure, and private setting, ensuring that your vendor remains unaware of your client’s identity and cannot see the multitude of tasks you are managing for a particular project, as they are only privy to one task at a time. Conversely, you will not have visibility into the tasks they are working on related to your requests unless they create a Flowback task specifically for you or designate a task as a resource, which will then appear in your account. If all members of your internal team are categorized as Light users (meaning they are all free), they will have access to view all projects and tasks created during the Trial period or those assigned to them by clients. Our robust infrastructure, including data centers and network systems, is meticulously designed to deliver unparalleled uptime, optimal server and cloud performance, enhanced security, and rapid scalability, ensuring a seamless user experience for everyone involved. Additionally, bCommunities is committed to fostering a collaborative environment that promotes efficiency and transparency among all teams.

Presenting the latest innovation in Customer Relationship Management (CRM), Job Scheduling, and Customer Marketing software designed for business proprietors, mobile enterprises, and entrepreneurs. At JOBDONE Software, we are dedicated to offering a user-friendly platform that you can conveniently carry with you, no matter where you are. Our knowledgeable team and dedicated support staff possess extensive industry experience, enabling them to recognize and tackle the typical challenges faced by mobile, service-oriented businesses, thereby ensuring you receive not only dependable tools but also an outstanding user experience. JOBDONE Software includes scheduling and task assignment tools that seamlessly integrate with familiar products to help both large and small organizations operate at peak efficiency. Since every moment on the clock is precious, reclaim that time by simplifying your processes, allowing you to focus on priorities such as quality assurance, customer support, marketing, and much more. Ultimately, JOBDONE Software empowers you to enhance productivity and drive growth in your business.

ExtraView serves as a comprehensive software solution designed for enterprises, focusing on business process management and global quality management systems, particularly in areas like CAPA, adverse event reporting, food safety, bug tracking, change management, and customer support. Users can choose between pre-built solutions or tailor their own specifications to meet unique needs. It can be deployed as a cloud service or installed on local servers, making it versatile for various operational environments. The platform is user-friendly, allowing for easy configuration while also supporting the implementation of fully validated systems for incident management, CAPA, adverse event reporting, root cause analysis, clinical trial data management, and food safety initiatives. Additionally, it facilitates the establishment of bug-tracking, customer support, requirements management, and other vital issue-tracking systems. A noteworthy aspect is that many users can benefit from a robust, free downloadable version of the software. Furthermore, financial organizations often utilize ExtraView to enhance their systems for auditing, ensuring corporate governance, and managing risks effectively. This adaptability makes it an essential tool for a wide range of industries looking to streamline their workflow processes.

SourcePanel's Vendor Project Management System (VPMS) allows for the initiation of projects as needed. With tools for project scoping, automated workflows, and pre-assembled teams, transitioning projects from concept to execution becomes seamless. You can collaborate with your chosen vendors or tap into the VPMS vendor pool, which includes numerous pre-screened technology consultants, engineers, and project managers who are well-acquainted with the system. The innovative, cloud-based dashboard facilitates the management of several projects and teams simultaneously, enabling collaboration through various tools and notifications, approving tasks, and handling invoicing efficiently. VPMS simplifies the process for businesses to delegate smaller tasks to either internal teams or external vendors. The platform enhances project scoping and budgeting, standardizes legal documentation, provides collaboration tools, and incorporates administrative features for overseeing numerous users and projects from an intuitive dashboard. Ultimately, SourcePanel's VPMS stands out as the pioneering comprehensive vendor management software solution on the market today. It effectively transforms the way organizations manage vendor relationships and project workflows.

All-in-one creative collaboration platform. Workamajig is an integrated workflow management system for all sizes of advertising agencies. You can manage scheduling, budgeting, as well as every other aspect of project administration. Workamajig's responsive website design works seamlessly on any device, including your smartphone, tablet, and computer. It's as simple as that. Collaborate with clients, vendors, and your team. No communication is missed with our approval process. You can organize project details, schedules, calendars, and any other information into one simple-to-use dashboard. To submit new requests, project requestors can access the client portal. All requests are automatically routed to the appropriate approvals. Requests can be rerouted to request clarification or additional information. Once approval is granted, a project is ready to go. Find out which member has the right skill set to help you with your project. Each member of the team updates their tasks, which dynamically updates both the project schedules and budgets.

Upwave is a visual platform that allows you to collaborate on projects, portfolios and risk management, as well as daily tasks. You can easily switch between different views of your project including visual board, table and timeline. You can easily manage, report on, and take action on projects using your customized portfolio view. This gives you easy access all the relevant data. All the tools you need to organize, plan, track and collaborate. For different departments, project groups, or external partners, create teams. Reduce silos and share information across teams. You can assign tasks, comment, upload files, and receive real-time feedback from the team. Track hours and estimate the time it takes to complete your tasks.

Revitalize your workplace with GapCross, a powerful tool designed to evaluate and document your business knowledge, efficiently implement that knowledge, pinpoint deficiencies in your operations and facilities, and ensure corrective actions are taken. Whether your organization adheres to federal laws, industry norms, or its own internal best practices, GapCross simplifies the process of identifying shortcomings. Our experienced team specializes in quality assurance, regulatory adherence, and enhancing operational processes. GapCross has been meticulously developed to serve as the premier solution in the field. This innovative cloud-based software is crafted specifically for quality professionals by quality professionals. You can attach supporting documents, maintain permanent records, and collaborate seamlessly with colleagues and clients. Additionally, we've partnered with industry specialists to create cutting-edge educational programs that feature integrated knowledge and regulatory references, allowing you to devote more time to achieving tangible business outcomes rather than sifting through regulations and standards. By leveraging GapCross, you can foster a culture of continuous improvement and operational excellence within your organization.

Joget is an open-source platform that allows for digital transformation faster and simpler. It combines the best in business process automation, workflow management, and rapid application development in an easy-to-use, flexible, and open platform. It is both web-based and visual, allowing coders as well as non-coders to quickly build and maintain apps from anywhere, anytime. Joget has more than 3,000 installed users, 400+ enterprise customers, and 12,000 community members worldwide. This platform is used by a wide range of organizations, from Fortune 500 companies to government agencies to small businesses. Joget is a tool that makes it easy to create and adaptable applications for any organization. It also has a low total cost of ownership.

Everteam Software is dedicated to providing its clients with straightforward solutions that help them create, protect, and improve their information assets, all while minimizing expenses and risks. As a software editor focused on Enterprise Content Management, electronic archiving, and information governance, Everteam has established itself as a prominent player in the CSP (Content Services Platform) sector, as well as in Records Management and Long-term Archiving. The company has undergone multiple transformations to meet the evolving needs of its customers and keep pace with advancements in market trends and technology, always striving for innovation. Recently, Everteam has enhanced its offerings by incorporating intelligent search and automated classification capabilities powered by Artificial Intelligence, further solidifying its position in the industry. This commitment to innovation ensures that Everteam remains at the forefront of effective information management strategies.

It is a robust BPMS tool that integrates with an advanced document management system. It is also too simple to use. It simplifies and automates even the most complicated workflows, despite its simplicity. Kriya is a web-based tool for business process management that streamlines your business processes and gives you smooth control over your business operations. It is a rapid, non-coding-required platform for rapid application deployment (RAD). It was built using business process management (BPM), and workflow concepts. Its mobile digital workplace allows users to access and update records, approve payments requests, and track process performance from any location. The interface is easy to use with drag and drop. Kriya offers a large repository of free, best-practice process templates that you can quickly deploy to get your system up and running. You can keep track of progress with attractive charts, graphs, or dashboards.

Stop spending days or weeks chasing down paperwork. Or trying to keep track in your inbox. With frevvo's drag-and-drop tools, automate any workflow quickly. No programming or I.T. No coding or I.T. knowledge is required. You don't need to know any programming skills to create dynamic forms or complex workflows. JavaScript is your preferred method. You can do it, too. It's easy to get started: we have templates for almost all situations (check them out), plus wizards and a stellar support team to help you set everything up. Are you tired of having to go through approvals? Let frevvo handle the approvals so you can focus on the important stuff. Are there different approval processes for different amounts of purchase orders? No problem, your workflows can be adjusted as needed. You can avoid errors, get all the information that you need the first time, and stop worrying about whether the numbers are correct.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

Smart applications are personalized in days and can be used to drive business process innovation and operational excellence. Personalized, impactful applications that are as dynamic as your business, built at the speed and speed of thought. Last mile intelligent automation challenges can be tackled using existing ERP, BPM, or RPA tools. You can innovate 10x faster with legacy IBPMS suites that have no IT dependency or developer dependency. Integrate human-like decision making automation and orchestrate systems across them. Zvolv is the future in intelligent enterprise process automation. With one platform, you can analyze, plan, streamline and optimize, as well as innovate. Executors can use the simple, mobile-friendly task screens and workflow screens. Low-code editor for developers, automation bot and integration library. For implementers, visual, intuitive, and without code process. Form builder. Decision makers will benefit from dynamic dashboards, reports, and drill-down analytics.

In minutes, create custom database web applications. No-code software that is loved by small and large teams. Automate your business processes. Your office hero, and get rid of cookie-cutter software. Is your company outgrowing its current software? Your data can be invested in a platform that is open to all users, records, and scale. No two businesses are the same, so why should every business app look the exact same? You can customize your app with custom domains or true white labeling. You can protect your data with the best platform. Tadabase offers superior security features specifically designed to give you complete control over your app. You can see who is using your app, what they are doing, and when. Get real insight into user activity and details, force user logouts, monitor all app activity via email, login, audit logs, and monitor all user activity.

DWKit's primary goal is to help you manage form and business process development with drag&drop interaction. DWKit can reduce your first release cycle by fourfold and your total cost of ownership by 30%. Dorit bridges the gap between developers and businesses, allowing both to reach their goals faster and more efficiently. It makes it easy to model complex business processes and manage complex business scenarios using your existing IT infrastructure. Dorit makes it easy to create, test, finish, launch, and launch your applications or models in just a few weeks. Your developers can collaborate on code, and they can separate their tasks into branches. Then they can combine their efforts in one release. Even inexperienced users can modify the behavior and interface of web-browsers using Drag&Drop tools or Admin Panel.

Transform your business processes and strategies to align with the changing expectations of customers by leveraging the comprehensive WovVTech product suite. With our extensive expertise and the latest technological advancements, we empower you to achieve your business goals while enabling dynamic growth and scalability. Our innovative products have consistently driven operational efficiency and enhanced processes across various sectors. Featuring our patent-pending aPaaS (Application Platform as a Service), we facilitate quicker development cycles, streamlined configurations, rapid testing, and straightforward customization. At WovVTech, our focus is on delivering products that enhance business productivity while also offering essential technology services. We have developed numerous cloud-based solutions, revolutionizing multiple industries through our inventive approaches. As a globally recognized provider of SaaS solutions, our deep insight and advanced technology enable us to transform business management into a significant strategic advantage. This commitment to innovation ensures that our clients not only meet but exceed the expectations of their customers in an ever-evolving market landscape.

Enghouse Workflow BPM stands out as a cutting-edge tool for business process management, enabling organizations to define, oversee, and automate their provisioning and fulfillment processes. With the help of the Workflow design studio, businesses can enhance their fulfillment timelines, streamline service activations, manage porting and database updates, quickly adapt to customer changes, and efficiently handle trouble tickets, all tailored to their specific operational requirements. This innovative solution not only boosts efficiency but also significantly improves customer satisfaction by ensuring timely responses and effective management of service requests.

EROAD is a simple, reliable, and accurate fleet management solution. EROAD addresses your fleet management, safety compliance, and fuel tax reporting requirements. A unified solution that connects drivers, dispatch, and back office allows you to maximize your fleet's safety, performance, and compliance.

ProModel is an advanced discrete-event simulation tool that facilitates the planning, design, and enhancement of both new and existing manufacturing, logistics, and various operational systems. It allows you to accurately model real-world processes along with their natural variability and interdependencies, enabling thorough predictive analyses of potential modifications. By focusing on your key performance indicators, you can optimize your system effectively. You can generate a dynamic, animated model of your operational environment using CAD files, process maps, or Process Simulator models. This visualization helps you to clearly observe and comprehend the functioning of current processes and policies. Additionally, you can utilize the model for brainstorming sessions to pinpoint possible changes and formulate scenarios to evaluate improvements aimed at meeting your business goals. Each scenario can be executed independently, allowing you to contrast their outcomes using the Output Viewer, which is built on the latest Microsoft® WPF technology. This comprehensive approach ensures that your operational decisions are data-driven and strategically sound.

The rapid evolution of the business landscape requires managers to engage in proactive and well-informed strategic decision-making that relies on business metrics. RevealiQ facilitates data-driven decisions by offering measurable performance insights related to business operations, equipment downtime, and the resulting sales losses. By utilizing RevealiQ, managers can leverage empirical data to arrive at the most effective decisions possible. Accurately forecasting costs and understanding their implications for profitability is essential yet can pose a considerable challenge in environments characterized by high transaction volumes. With the support of RevealiQ, managers can easily access historical data and trends, enabling them to gauge their performance impact effectively. Furthermore, RevealiQ empowers managers to grasp how their decisions and management strategies influence margin performance. This platform provides essential insights into both weekly and monthly actuals all in one centralized hub, allowing managers to adapt their decision-making processes quickly and efficiently. Ultimately, this capability enhances their overall effectiveness and responsiveness in a dynamic business environment.

Speed up your development timeline and gain a competitive edge in the cognitive technology landscape. Maximize the capabilities of every developer with state-of-the-art tools. Establishing a robust tech stack is essential for success. With Meya, your cognitive applications operate within a contemporary computing framework that is efficient, secure, compliant, and simple to manage. Our dedicated team is consistently enhancing our platform to leverage the latest advancements in AI research. Concentrate on delivering an exceptional user experience while we manage your cognitive app’s hosting, integrations, and additional services. Develop, host, and train your cognitive solutions seamlessly in a single environment. Effortlessly scale your bot and utilize the leading messaging and customer support systems. Tackle complex scenarios by linking to your business's backend systems. By prioritizing the user experience, you can trust us to handle everything else and facilitate your journey towards innovation. The future of technology is here, and with Meya, you can be at the forefront of it all.

Capacity, powered by artificial Intelligence, is the first Work Automation Platform in the world. It automates support for customers and employees. Capacity AI continually learns from your organization and the interactions within your company to automate your helpdesk processes and decisions in real-time. Key Benefits: Reduce costs and increase revenue. A new helpdesk allows you to easily move from tier-0 support to tier-1, reducing the time and money spent answering repetitive queries. Employee engagement can be increased Employees are overwhelmed by emails, phone calls and tickets. Give your team instant access to centralized knowledge so that your support team can concentrate on strategic goals or tasks that require higher-level thinking. Customer satisfaction can be improved Customers have many questions. Customers have many questions. Give them the experience they want with instant answers 24 hours a day.