Best Workflow Management Software for Microsoft Excel - Page 2

Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.

A typical workflow is deployed in hours, while complex workflow can take up to 1 week. Operations workflow management platform that adapts to your organization and automates your business processes. Easily create custom workflows that fit your processes using the forms and terminology that you already know and love. Automate and integrate actions with in your workflows use action-bots from the library or create custom logic​. Documents and forms are at the heart of the organization, that's why we know that a solid and flexible document and form management is required to a successful workflow. Instantly collect data through any process in your business, analyze the metrics against your KPIs and identify any anomalies, bottlenecks and and inefficiencies in your process. Documents and forms are at the heart of the organization, that's why we know that a solid and flexible document and form management is required to a successful workflow.

The fastest and easiest way for business teams to connect apps and data. Enable business teams to access data governed by IT using clicks, not code, no more waiting for development resources. Allow business teams to collaborate easily with IT, jumpstarting their own integration projects using IT-built assets and templates. Empower IT to monitor every integration effectively, without slowing down the business. Use a simple, intuitive interface to connect systems such as Salesforce, Netsuite, Workday, Slack, and more. Create your projects quickly with IT-trusted, out-of-the-box connectors, and real-time data previews. Unlock data safely from any app and build integrations using a secure, scalable tool, trusted by IT. Enable your org to move faster by giving business teams the tools they need to connect systems. Help business teams jumpstart their projects by sharing custom assets and templates.

Autopia uses AI to handle your agile workflows, so you can spend more time building. Turn hours to minutes in JIRA. Built from experience at top-performing engineering organizations. Automate your workflow planning, progress reporting, and roadmap building, all using natural language. Set your project goal, provide any necessary context, and let AI generate robust tickets for your team's upcoming project, in seconds. No more copying and pasting. Keep your team in their flow state, and automate the rest. Get real-time visibility into your team’s progress, automatically share updates with stakeholders, and stay aligned with the broader business. No (costly) meetings are required. Plan the next sprint, prioritize the backlog, and build next year’s roadmap, using AI and natural language commands. Spend more time on the why than the what. Automate your workflow planning, progress reporting, and roadmap building, all using natural language.

Enterprises use Quickwork to build simple and complex workflows, create and publish secure APIs, and manage conversational interactions with customers, employees, and partners to provide a great user experience. Quickwork provides an all-in-one platform with the tools and services you need to build powerful & scalable integrations, serverless APIs, conversational experiences, and a lot more. Simply drag and drop the applications you wish to use to build powerful integrations without writing a single line of code. Choose from 1,000s of business, consumer, AI, analytics, messaging, and IoT apps to create an automated workflow you can imagine. Convert any workflow into an API with Quickwork’s single-click API management. Share your APIs securely with built-in authentication mechanisms and scale elastically with our serverless infrastructure. Build and manage real-time conversational and messaging workflows with human agents, chatbots, and IoT devices across multiple channels.

Markets change. Pivot your marketing plan faster. Uptempo helps you plan, spend and execute with agility. Uptempo’s enterprise marketing operations suite helps teams move with unprecedented speed and change direction when market conditions dictate. Uptempo is the leading SaaS provider of effective and scalable marketing ops management solutions. The company delivers the visibility, control, and agility that enterprise marketers require to optimize their marketing operations. Uptempo tames the complexity of multinational marketing campaigns, budgets, and team workflows, enabling companies to work across borders, cultures, and silos for efficiency and value. Independent research firms recognize Uptempo as a leader in marketing ops. Uptempo is the combination of BrandMaker, Allocadia, and Hive9—driven by a bold vision to help marketers lead with confidence and love their jobs.

Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally.

Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software.

Maximl offers the first full-stack collaboration platform for deskless workers in process industries. Their solution solves the problem of last-mile workflows across the use cases of maintenance, inspection, safety, and operations that can easily integrate with existing business systems to create a single source of truth and bridge the gap that often exists between the field and the office. Delivers employees with the necessary instructions and visibility to create a true Zero Incident Culture, covering everything from shift start-up checks to training compliance and activity tracking. Maximl believes People, Processes, and Assets should be connected in a single platform Real-Time.

Fieldguide supercharges assurance and advisory practices with a complete workflow automation and collaboration platform. Say goodbye to routine work. Improve productivity and eliminate errors with automation across the engagement lifecycle, from requests to reporting. Tired of data scattered across disconnected applications? Bring together your entire engagement on a single, cloud-native platform. Technology has come a long way since the 90s. Deliver the seamless and collaborative experiences that your clients expect. Get started on Fieldguide with one practice or across your entire firm. Fieldguide is an automation and collaboration platform for modern assurance and advisory firms. From requests to reporting, Fieldguide digitizes the end-to-end engagement workflow on a single, cloud-native platform. Built by former Big Four practitioners and experienced technology leaders, our platform is trusted by top CPA firms.

Lutra is an AI Agent for web research that is natively connected with popular apps you use such as Airtable, HubSpot, Google Sheets, Gmail, and Outlook. It is able to orchestrate tasks across multiple apps, use AI to process data, and can be integrated into your custom Enterprise stack. It is SOC2 certified, ensuring a high degree of data security and reliability. Teams can automate prospecting, outreach, and marketing tasks efficiently - saving time and increasing productivity. Use cases include: - Performing web research over a large list of accounts, and directly updating your CRM. - Identifying key decision makers once you have an account identified. - Extracting lists of information from websites. - Reading and processing emails to extract data for tracking. and more!

The CAP Platform is an enterprise-grade, modern ‘no code/low code’ application platform. It provides a combination of out-of-the box, configurable workflows, plus the flexibility to customize and develop workflow applications. Customers can choose to deploy three product editions, comprised in the CAP Platform, CAP Procurement, CAP2AM and CAP Workflow. CAP Procurement is an Adaptable Process Management Suite, built for Procurement organizations to streamline workflow and collaboration with business partners and suppliers – and in turn, bring more spend under management and into compliance. CAP2AM is an Identity & Access Management Suite, built for IT, HR and business leaders to manage employee onboarding and offboarding, while ensuring better experience, productivity and compliance. CAP Workflow is an application environment to create process management applications, applicable across industry verticals and horizontal departments.