CMW Platform

CMW Platform

CMW Lab
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About

Low-code BPMS, helps mid-size and large companies automate, and improve business processes while staying aligned with enterprise architecture and IT policies. Business and IT teams can quickly build and adapt workflows without deep coding skills. BPM suite supports common use cases like CapEx approvals, procurement management, customer order handling, document tracking, and approval workflows. Built-in EA tools allow teams to map business capabilities, link them to processes and systems, and manage change with full traceability. With a visual process designer, data modeling, access control, and integrations with ERP, CRM, and DMS systems, it replaces manual routines and email approvals with structured, transparent workflows. Available both in the cloud and on-premises, it ensures flexibility, compliance, and fast time-to-value for enterprise-wide automation.

About

Process Shepherd's decision tree and agent scripting functionality furnishes agents with a step-by-step guides to complex workflows with optional integration to external services such as your CRM or helpdesk. The central aim of this platform is to refine workflows, strengthen compliance, and increase overall efficiency within contact centers and help desks. The essence of Process Shepherd lies in its presentation of workflows as sequential steps or queries that agents follow one after the other. By delivering guidance in this segmented manner, the platform alleviates the complexity of handling complex tasks, minimizing both the time spent on training new agents and the average time consumed in individual interactions. Cut Agent Onboarding Time by 80% Diminish Ramp Time by 40% Lower Average Handling by 30%

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Best suited for enterprise businesses and IT teams looking to accelerate digital transformation through low-code business process automation and workflow management

Audience

Contact centers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29/user/mo
Free Version
Free Trial

Pricing

$20
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.4 / 5
design 4.3 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CMW Lab
Founded: 2010
United States
www.cmwlab.com

Company Information

Process Shepherd
Founded: 2022
United States
www.processshepherd.com

Alternatives

Alternatives

Jira

Jira

Atlassian
Smartsheet

Smartsheet

Smartsheet.com

Categories

Automate and streamline core business operations with low-code tools designed for enterprise use. CMW Platform lets you digitize and orchestrate end-to-end processes like CapEx approvals, procurement, and compliance — with role-based access, visual workflows, and full traceability across business units.

Full-featured low-code BPM suite for modeling, executing, and optimizing business processes across the organization. Designed for both IT and business users, it ensures governance, flexibility, and integration with your enterprise systems.

This low-code EA + BPM platform lets enterprises build executable enterprise architecture — not just diagrams, but living systems that drive operations. You can define capability maps, business components, and system landscapes, then link them directly to processes and applications. When architecture evolves, processes follow automatically. With built-in process automation, visual modeling, and API integrations, the platform ensures that changes in strategy, structure or systems are reflected across your operations instantly. It removes the gap between planning and execution — turning architecture into a governing engine. Ideal for enterprises in finance, healthcare, manufacturing, utilities and government who want traceability, agility, and a single source of truth for how strategy, systems and processes interrelate. Enables architecture-driven execution by bridging the gap between business strategy and operational processes.

CMW Platform is a low-code BPMS for building business-specific apps including issue tracking systems that go far beyond standard ticketing tools. It allows you to create custom workflows, forms, roles, and rules — fully aligned with your internal processes and enterprise architecture. Built-in process automation and EA modeling tools let you connect issue tracking with related operations like procurement, compliance, service requests, or change management. The platform provides a visual designer, business rule engine, and full API support for integration with any external systems — including ERP, CRM, email, and document management. You get audit trails, access control, dashboards, and automated routing — all configurable to your needs. Used across industries like manufacturing, finance, healthcare, and public services, CMW Platform helps enterprises manage internal issues, incidents, and requests with speed, control, and scalability — while staying compliant and future-ready

Bring process automation to project management. CMW Platform helps you structure, track, and control project workflows — from initiation and approvals to execution and reporting — with seamless integration to financial and planning systems.

Design and automate planning workflows with support for budgeting, resource allocation, and milestones. CMW Platform aligns plans with business priorities and automates coordination across teams.

Get real-time visibility into project progress with dashboards, status tracking, and automated alerts. Connect tracking to underlying processes for a fully integrated project control environment.

Automate structured task flows with logic, dependencies, and escalation rules. Go beyond checklists — link tasks to forms, approvals, and real data, while keeping everything transparent and audit-ready.

Design and manage complex workflows with role-based routing, conditions, and integrations — all in a visual low-code environment. Adapt fast to change while maintaining governance and performance.

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Enterprise Architecture Features

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Idea Management
Modeling & Simulation
Project Management
Risk Assessment
Transformation Roadmapping
Version Control

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking Features

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Salesforce
Active Directory
Aircall
Freshdesk
Genesys Cloud CX
Microsoft Outlook
Zendesk
Zoho CRM

Integrations

Salesforce
Active Directory
Aircall
Freshdesk
Genesys Cloud CX
Microsoft Outlook
Zendesk
Zoho CRM
Claim Process Shepherd and update features and information
Claim Process Shepherd and update features and information