Best Workflow Management Software for Nonprofit - Page 6

Workflow automation solutions tailored for Boards, Agencies, and Businesses enable faster operations with enhanced security, reduced paperwork, minimized errors, increased transparency, and cost savings. Our affordable custom solutions require no extensive programming. For Certification Boards, we offer services such as Professional Certification, Continuing Education (CE) Management, Enforcement Management, and Exam Registration & Score Reporting. State Agencies benefit from our tools for Occupational Licensing, Business Permitting, Enforcement Management, and Exam Registration & Score Reporting. Businesses can streamline their processes with support for Regulatory Compliance, Applicant Screening, New-Hire Onboarding, Career Path Management, and Audit Management. Certemy specializes in providing credentialing and compliance management software, catering to the needs of professional certification boards, state licensing boards, government entities, and employers requiring credentialed professionals. Our mission is to automate essential workflows for these organizations, ensuring efficiency and compliance at every step. By harnessing technology, we aim to simplify complex processes and empower our clients to focus on their core objectives.

Digital transformation begins with establishing a streamlined flow. Break free from the chaos of numerous applications by consolidating your daily tools to form automated workflows that enhance efficiency in your business. Propel your innovation forward with a single platform that accommodates countless applications. You can enjoy both simplicity and robust functionality without compromise. With just a few clicks, you can select the applications you wish to link, define triggers and actions, and watch as your apps start working harmoniously. Experience automation that takes minutes rather than days—it's truly that efficient. All your applications and workflows are designed to operate cohesively. Seamlessly integrate both cloud-based and on-premises applications, including custom solutions developed with Claris FileMaker. You can even manage device-to-cloud integrations directly from your smartphone. Claris Connect is powered by Claris Core, which means our dedicated teams for DevOps, CloudOps, and SecOps are continuously working to provide you with cutting-edge technologies and top-notch security measures. We incorporate comprehensive security features such as end-to-end encryption, HSM key management, OAuth, MFA, and AI-driven threat protection, ensuring that you can connect with peace of mind. Furthermore, this commitment to security empowers you to focus on innovation without worrying about potential risks.

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

FlowForma is a leading provider of enterprise-class, non-code business process management and automation tools that enable businesspeople to quickly digitize a wide variety of processes. The company empowers businesspeople in engineering, finance, and construction, healthcare, and more to digitize complex business processes in-house without having to write any software code. Within 4 weeks of their onboarding, customers are fully equipped with digital processes and empowered. Users quickly reap the benefits of innovation, resilience, and ROI. FlowForma Process Automation is a leader in the automation industry with its process accelerators and external stakeholder engagement. FlowForma has over 300,000 users around the world and is a Microsoft Gold Partner. The company is headquartered here in Ireland, with offices in New York, London, and is driven by its values of innovation, evolution, and achieving with employees, customers, partners, and customers.

Mirabel’s Marketing Manager is an all-in-one audience development and marketing automation platform designed to help publishers grow their business efficiently and affordably. Built to integrate with Mirabel’s CRM, it includes email marketing with verification and list segmentation, advanced reporting, landing page and form builders, and over 80 customizable workflow automations. Track anonymous website visitors, collect first-party data with Website Tags, and automate your sales process using our Sales Sequencing System. Marketing Manager also includes tools for competitor analysis, audience engagement, and subscription growth—making it the ideal solution for streamlining marketing, sales, and subscriber operations from one unified platform.

Workheld is a workforce management system that improves the efficiency and clarity in production, assembly, and service processes. The software system facilitates efficient planning, execution, and documentation. The software has many key features, including efficient planning and scheduling tools, integrated management of equipment materials and tools, as well as functions to record working and travel times, defects and material consumption, as well as images and other details. The software can generate reports automatically and be signed on-site by the technician or customer.

Large file delivery service for digital media producers, advertising agencies, and creative studios. Our service for large file delivery is fast and reliable. Amazon servers are enterprise-grade to ensure your files are safe and arrive quickly. We have primary file servers on four continents, and edge servers in more than 50 major cities around world.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Axelor is an Open Source ERP, CRM, and BPM that can be easily customized. It includes more than twenty business applications. You will enjoy a modern design and intuitive navigation. Axelor is a new management solution that combines simplicity, efficiency, and ease of use. Axelor offers unparalleled flexibility and a new way to manage your business. Using the integrated BPM you can adapt in real-time, with very few configurations and very few custom development your application to business change.

CData Arc, a leading B2B software and data connectivity solution, is used for secure managed file transfer (MFT), EDD processing and back-office integration. It connects enterprise applications such as CRMs, ERPs and RDBMS to automate complex processes. The application supports file transfer via a wide range of B2B messaging protocols, including AS2, AS4, OFTP and SFTP. Arc also supports interactive EDI mapping, translation and support for all major EDI protocols and standards such as X12 or EDIFACT. The codeless visual interface allows users to create complex workflows by using drag-and-drop workflow management. Drag-and-drop can also be used to transform data, allowing users to map data between formats such as JSON, XML and CSV. Get a 30-day free trial or more information on our website

Cairnstack Software offers cloud-based inventory tracking systems that can be used to track products, people, and processes for small businesses as well as enterprise-level organizations. We offer support for PTIPrint, TRXio and MorTrack, as well as PTIPrint and TRXio software products. TRXio tracks the movement of products through the supply chain. PTIPrint offers food labeling that is compliant with the USDA & FDA Produce Traceability Initiative. MorTrack allows for identification tagging and tracking human remains.

Affordable Document Management A digital office will eliminate paper and automate processes. SearchExpress document management software allows you to share scanned documents and also eForms, Word, and Excel files. Employees can access documents via their smartphone, tablet, or PC. Machine Learning SearchExpress can replace manual data entry with Artificial Intelligence. SearchExpress can automatically extract invoice data using the pre-trained Microsoft Machine Learning AI, with no training needed. Manage Documents SearchExpress offers search and document workflows to automate business processes. This allows people to have the information they need at the right time. The SearchExpress Voice Digital Assistant, Cyber Express (TM), provides speech queries of your business’s data. Cyber Express is a smart speaker and smartphone digital assistant that lets you verbally ask questions and get verbal responses of your business’s information, from your smart speaker or smartphone. Available in cloud and on-premises versions.

Ragic is a database design tool. It looks just like other spreadsheets, but it's much more powerful. Ragic allows you to create and customize your database without having to use any codes. This allows you to control how your data is processed, how your sheets look, the relationships between your data, and the access rights of each user.

Xakia - Your in-house legal toolkit. Xakia is a simple, powerful and affordable legal toolkit built for in-house legal teams of 2-20. It centralizes all matters, contracts and documents into a single source of truth, allowing you to keep track of deadlines, priorities, and workloads. Powerful analytics through interactive dashboards and reports ensure that you make data-driven decisions for your Legal Department. Open API architecture allows you to seamlessly integrate Xakia into Outlook, Gmail and other critical software within your LegalTech and Enterprise ecosystem and workflows. > No more spreadsheets – Contract & Dispute Logs > Simple and streamlined - Legal Intake and Triage > Complete visibility - Collaboration Portal > Budget Control - Spend Management > Analytics - Interactive Dashboards & Reports Xakia is built for ease of configuration and adoption so you can avoid lengthy and costly implementations - you will be live with Xakia in minutes not months!

Assisting others can be incredibly fulfilling, especially considering that there are five million businesses in the U.S. struggling to meet their automation objectives, making this the perfect opportunity to acquire skills in business automation. Selected participants will benefit from two weeks of compensated training, followed by a paid three-month project, along with the possibility of continued employment. Certain restrictions may apply, so be sure to inquire for further information. Additionally, this initiative not only supports personal growth but also contributes significantly to the efficiency of these companies.

Revizto unifies BIM intelligence, making it instantly accessible and actionable for all project team members. Revizto's advanced Issue tracker predefined workflows allow project team members to identify and manage model-based issues within the 3D space as well as 2D sheets. This includes addressing clash groups. Revizto gives everyone unified access to project data for both 2D and 3-D workflows. This allows anyone to use it according to their project requirements.

zzBots is a web-based software and business integration platform that can easily be used to integrate your apps and automate your workflow. 1. Sync data between apps in real-time to avoid redundant tasks such as manually importing & exporting or copying & pasting between apps. 2. Create custom notifications for anything you want. Instead of manually logging into various apps to get your data, let bots fetch the data and bring it to you. 3. Search all your apps from one location instead of logging into various systems to find your data. 4. Built-in database with customizable fields to allow you and your bots to store & retrieve information as part of your workflows.

Create production-ready integrations in just minutes instead of taking months. Paragon is a low-code platform designed to simplify the process of building product integrations, enabling you to provide your customers with desired features more swiftly. Concentrate on refining your product rather than on the complexities of writing integrations. With Paragon, you can utilize our visual workflow editor to establish production-ready integrations that connect seamlessly to your application in a matter of minutes. This allows you to dedicate your efforts to developing your core product instead of spending excessive time piecing together various services or crafting integration code. Enhance developer productivity and roll out new features effortlessly without the need for manual coding of integrations. The collaboration between product and engineering teams is facilitated by Paragon’s intuitive visual workflow editor. Additionally, Paragon automatically scales to ensure rapid performance while eliminating the need for you to manage your own infrastructure. Effortlessly connect with your customers' applications, as they expect your product to integrate smoothly with their other cloud services. Paragon simplifies the creation of user-facing integrations, allowing you to embed them directly within your product and enhance the user experience. By doing so, you can not only meet customer expectations but also foster stronger relationships with them.

Empower your teams and users to streamline repetitive tasks in a manner that suits them best. With Relay's user-friendly, code-free design, anyone can easily set up workflows in a matter of minutes. This efficiency allows IT departments to dedicate their efforts to more critical priorities. Featuring a versatile interface and an array of robust functions, you can automate both simple tasks and complex processes seamlessly. The outcome is enhanced workflows, exemplified by efficient content reviews, consistent employee onboarding, and expedited contract approvals. However, automation is only effective when there is transparency regarding the status of ongoing tasks. Relay provides visibility into each active workflow, complete with an exportable audit trail. By monitoring and refining business processes, tasks are completed even more swiftly, ensuring that everyone stays in sync. Additionally, since Relay benefits from our comprehensive content platform, you receive increased value for your investment. It effectively handles content review workflows, fosters agency collaboration, and manages product and press release distributions, ensuring that all aspects of your operations run smoothly. Moreover, with the ability to customize workflows, teams can adapt and evolve their processes as needed.

AWS Step Functions serves as a serverless orchestrator, simplifying the process of arranging AWS Lambda functions alongside various AWS services to develop essential business applications. It features a visual interface that allows users to design and execute a series of event-driven workflows with checkpoints, ensuring that the application state is preserved throughout. The subsequent step in the workflow utilizes the output from the previous one, creating a seamless flow dictated by the specified business logic. As each component of your application is executed in the designated order, the orchestration of distinct serverless applications can present challenges, especially with tasks like managing retries and troubleshooting issues. The increasing complexity of distributed applications demands effective management strategies, which can be daunting. However, Step Functions alleviates much of this operational strain through integrated controls that handle sequencing, error management, retry mechanisms, and state maintenance. This functionality allows teams to focus more on innovation rather than the intricacies of application management. Ultimately, AWS Step Functions empowers users to translate business needs into technical solutions rapidly by providing intuitive visual workflows for streamlined development.

IBM Blueworks Live is a cloud-based platform that transforms the way teams build and refine business processes. It offers a unique, collaborative environment that bridges the gap between process mapping and actionable insights. With an intuitive, web-based interface, IBM Blueworks Live empowers teams to document, analyze and streamline processes with unprecedented ease and efficiency, with no downloads necessary. It's designed for dynamic collaboration, enabling stakeholders to connect, share insights and drive improvements in real-time, from anywhere.

Levity is a no-code platform for creating custom AI models that take daily, repetitive tasks off your shoulders. Levity allows you to train AI models on documents, free text or images without writing any code. Build intelligent automations into existing workflows and connect them to the tools you already use. The platform is designed in a non-technical way, so everybody can start building within minutes and set up powerful automations without waiting for developer resources. If you struggle with daily tedious tasks that rule-based automation just can't handle, Levity is the quickest way to finally let machines handle them. Check out Levity's extensive library of templates for common use-cases such as sentiment analysis, customer support or document classification to get started within minutes. Add your custom data to further tailor the AI to your specific needs and only stay in the loop for difficult cases, so the AI can learn along the way.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

AirManual makes it easy to combine a checklist and guidance that explains what each step is. Ideal for training and recurring processes. AirManual allows teams to document their processes, training, and onboarding. AirManual combines a user-friendly tool with free consulting. We'll help you prioritize and address your most pressing issues. Our customers enjoy a better quality of life, faster growth, and longer vacations as a result. A home for documentation, processes, and training. Your team will find the documentation they need and be able to solve their own problems. AirManual is a tool that works for all teams. AirManual works for every team. Start in the most important area and then scale it up as you need it. Stale documentation is gone. It's easy for your team to review usage and get feedback. AirManual users who are new to the platform can receive free consulting. We will help you move faster and avoid common pitfalls.

formsflow.ai is a Low Code Platform to build forms, approval workflows, and automations swiftly. It doesn’t matter how you like to build applications - no code, low-code or pro-code, formsflow.ai supports all of it, letting you switch between different development approaches. This makes formsflow.ai friendly to developers, business technologists and business users alike. You can build form and workflow apps with a combination of AI prompted development via Flow-E the AI assistant, drag and drop elements, and scripting. formsflow.ai features: - SaaS and On-premise options. - Product packages with progressive tiers. - Usage based pricing with no restrictions on user seat count - Multi tenancy - Form Bundling Under-the-hood: - Powerful workflow and decision engines to build nuances and scale into your workflows. - An integrations module that can help you connect natively to 1000s of Apps. - A secure best-in-class identity management system, bring in your own module if required.