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Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.
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Pipefy
Pipefy
Pipefy is the secure business orchestration layer that delivers AI results in days, not months.
Pipefy is a cutting-edge business process management platform that leverages artificial intelligence to optimize IT resources while enabling business teams to create and implement up to 85% of their own workflows across various departments such as HR, IT, Finance, Marketing, and Sales.
With Pipefy, you can effortlessly design, monitor, automate, and oversee any custom workflow—regardless of its complexity—without the need for technical expertise.
This no-code BPM solution provides a seamless end-to-end operation, enhancing team efficiency, oversight, and control from the initial stage to final delivery.
Accelerate your deployment process, reduce implementation costs, and simplify workflows while avoiding costly technology stacks. Pipefy comes equipped with a built-in security suite, immediate connectivity to over 300 applications and systems, and supports HTTP/HTTPS for easy integration with your existing tools.
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Process Street
Process Street
Enforce policies, automate work, and prove compliance by default.
Process Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified.
With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control.
Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale.
Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement.
Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control.
If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.
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Wrike
Wrike
Transform teamwork with seamless collaboration and powerful insights.
Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens.
With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance.
In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key.
Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.
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Teramind
Teramind
Enhance security, productivity, and compliance with adaptable monitoring.
Teramind adopts a user-focused approach to overseeing the digital activities of employees. Our software simplifies the process of gathering employee data to uncover any suspicious behaviors, enhance productivity, identify potential threats, track efficiency, and ensure compliance with industry standards. By implementing highly adaptable Smart Rules, we help mitigate security breaches by enabling alerts, blocks, or user lockouts when violations occur, thereby maintaining both security and operational efficiency for your organization. With live and recorded screen monitoring capabilities, you can observe user actions in real-time or review them later through high-quality video recordings, which are invaluable for examining security or compliance incidents, as well as for assessing productivity trends. Additionally, Teramind can be swiftly installed and configured; it can either operate discreetly without employee awareness or be implemented transparently with employee involvement to foster trust within the workplace. This flexibility allows organizations to choose the monitoring approach that best fits their culture and security needs.
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Wrk
Wrk
Streamline your workflows effortlessly with intuitive automation solutions.
Discover the next level of automation with Wrk, which delivers exceptional simplicity along with an extensive suite of features.
Utilize an array of intuitive drag-and-drop API connectors, intelligent AI bots, robotic process automation (RPA), optical character recognition (OCR) bots, and human-assisted tasks, all integrated into one cohesive automation platform.
With the easy-to-navigate Wrkflow Designer, you can seamlessly connect Wrk Actions, enabling the creation of a tailored end-to-end automation solution that perfectly fits your specific workflows.
Embrace the future of automation by starting your journey with Wrk today, completely free of charge! Plus, you can explore various templates to kickstart your automation experience.
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monday AI work platform is an enterprise work management, automation, and AI orchestration platform built to help organizations manage projects, teams, operations, and workflows in a flexible and highly customizable digital workspace. The platform enables businesses to centralize project tracking, operational management, CRM processes, IT service workflows, software development coordination, HR operations, and cross-functional collaboration while leveraging AI-powered agents and automations to reduce manual work and accelerate execution. Features include customizable dashboards, workflow automations, document collaboration, Kanban boards, reporting systems, AI-powered assistants, integration frameworks, permissions management, AI governance controls, real-time activity tracking, and enterprise-grade security and compliance capabilities. monday AI work platform supports both human-driven and AI-assisted work by allowing organizations to create custom AI agents tailored to unique workflows, monitor agent activity, manage AI permissions, control AI-related costs, and maintain data privacy through secure enterprise infrastructure. The platform also includes products such as monday CRM, monday dev, monday service, WorkCanvas, and WorkForms to support specialized business functions across customer relationship management, development workflows, service operations, collaborative planning, and data collection. By combining workflow management, automation, AI integration, collaboration tools, and enterprise governance into a unified platform, monday AI work platform helps organizations scale operations, coordinate teams, and improve execution efficiency across complex business environments.
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Asana
Asana
Streamline teamwork and elevate productivity with seamless collaboration.
Asana is a powerful work management platform built to help organizations plan, manage, and execute work from one shared system. It brings teams and AI together to streamline collaboration, reduce complexity, and improve visibility across all levels of an organization. By connecting tasks, projects, and goals, Asana ensures everyone understands how their work contributes to broader business outcomes. Its AI-driven features automate updates, identify potential blockers, and help teams focus on high-impact work. Asana supports a wide range of use cases, including project tracking, strategic planning, content calendars, product launches, and onboarding. The platform is designed to work across departments such as marketing, operations, IT, sales, healthcare, and government. With over 300 integrations, Asana fits seamlessly into existing tech stacks without disrupting established workflows. Enterprise-grade security, compliance options, and specialized offerings like Asana Gov make it suitable for highly regulated environments. The platform scales easily from startups to global enterprises with thousands of users. Asana has earned trust through proven performance and customer satisfaction. Its intuitive interface and rich learning resources help teams get started quickly and stay productive. Asana ultimately enables organizations to move faster, stay aligned, and deliver work with confidence.
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Smartsheet
Smartsheet.com
Transform teamwork into success with intuitive project management solutions.
Smartsheet stands out as a prominent provider of work management and collaborative solutions aimed at turning team interactions into successful results. By equipping organizations with a comprehensive set of tools, this platform encourages innovation, draws in new customers, and facilitates revenue expansion. Featuring a user-friendly, spreadsheet-inspired interface, Smartsheet offers an array of functionalities such as file sharing, Gantt charts, automated workflows, easy-to-navigate portals, and interactive dashboards, among many others, establishing itself as a vital asset for proficient project management. In conclusion, Smartsheet not only simplifies workflows but also significantly boosts team collaboration and productivity, ensuring that teams can achieve their goals more efficiently.
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Kintone
Kintone
Effortlessly create customized apps with intuitive visual tools.
If coding isn't your strong suit, there's no need to worry. Kintone's intuitive visual application builder enables you to create tailored enterprise applications effortlessly using a simple drag-and-drop interface. You can either build an app from the ground up or modify an existing template that suits your needs. Additionally, you can work alongside your team to design, evaluate, and enhance your application, ensuring that you achieve an optimized workflow that meets your specific requirements. This collaborative approach not only fosters creativity but also helps streamline processes for better efficiency.
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PerfectApps
PerfectApps
Empower innovation with fast, affordable, no-code app solutions.
PerfectApps empowers you to design fully tailored no-code solutions independently. Experts in various fields can create enterprise-grade web applications, forms, and reports in a matter of days or weeks, eliminating the lengthy coding process. With a user-friendly visual designer, you can effortlessly drag and drop ready-made components onto a canvas to construct your entire application. This no-code methodology effectively eliminates coding as an obstacle between innovative ideas and practical solutions.
The advantages of this approach are significant:
Accelerated Delivery. Organizations gain enhanced agility, allowing them to implement solutions more swiftly to meet essential operational requirements. The speed of no-code development is estimated to be ten times that of conventional methods (Forrester, 2019).
Increased Accessibility. Subject matter experts can independently create their own web applications without programming knowledge, alleviating the strain on already busy IT departments. By 2022, the demand for application development is expected to exceed IT's ability to supply by a factor of five, as reported by Gartner.
Cost Efficiency. The process of app development can be decentralized across the organization, leading to lower overall operating expenses and heightened productivity. Businesses have indicated that employing no-code app builders can lead to a remarkable 74% reduction in development costs (Forrester, 2020). Furthermore, as organizations increasingly adopt this innovative approach, the potential for streamlined operations and enhanced collaboration grows exponentially.
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Productboard
Productboard
Ignite innovation and align product teams for success!
To foster remarkable product experiences that propel business growth, it is essential to have a dedicated environment for inspiration, strategic planning, and teamwork. Productboard offers a customer-focused product management platform that serves as a unified system, enabling product teams to grasp the needs of different customer segments, prioritize upcoming developments, and ensure alignment on the roadmap. This platform serves as a catalyst for contemporary product teams, igniting innovative ideas and facilitating quicker market launches for the right products. By streamlining these processes, Productboard empowers teams to respond effectively to market demands and enhance overall customer satisfaction.
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Kissflow
Kissflow
Empower your business with seamless, custom workflow automation.
Kissflow is a user-friendly, low-code platform designed specifically for creating custom applications that cater to business needs. It enables both process owners and IT developers to automate workflows effectively, allowing them to construct processes and applications that enhance internal business operations. Additionally, Kissflow streamlines collaboration between teams, making it easier to adapt to changing operational requirements.
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ZigiOps
ZigiWave
Connect enterprise systems in real time - no code, no data storage, no friction.
ZigiOps is a no-code integration platform designed to connect enterprise systems and enable secure, real-time data synchronization across hybrid environments. It helps organizations streamline workflows, reduce manual effort, and eliminate human error by automating data exchange between ITSM, DevOps, Monitoring, Cloud, and CRM tools.
Teams can rapidly configure integrations using pre-built templates and UI-based logic, allowing integrations to be set up, modified, and deployed in minutes without coding. ZigiOps supports cloud and on-prem environments with secure authentication and proxy support, making it suitable for complex enterprise infrastructures.
The platform synchronizes data in real time while preserving referential integrity and data consistency across systems. ZigiOps does not persist or store any data in transit, helping organizations meet strict security and compliance requirements even during system outages.
Built for advanced automation, ZigiOps extends workflows across multiple systems and domains with full API utilization. Dynamic data transformations, conditional logic, and advanced filtering enable support for complex enterprise use cases. Its distributed, fault-tolerant architecture is designed to scale reliably for large enterprise deployments, ensuring high availability and operational resilience.
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The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly.
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Scoro
Scoro
Streamline operations, boost profits, and enhance team collaboration!
Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time.
Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized.
Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses.
Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.
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AgilePoint NX
AgilePoint
Accelerate transformation with powerful low-code process automation.
AgilePoint's Low-Code Digital Process Platform enables organizations to expedite their digital transformation journeys. This platform provides diverse teams with the tools to automate, optimize, or integrate workflows and processes, leading to ongoing enhancements in customer satisfaction, greater operational efficiency, boosted revenue growth, and a solid foundation for resilience and scalability. By leveraging these capabilities, businesses can adapt more swiftly to changing market demands and evolving customer needs.
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Jitterbit
Jitterbit
A unified AI-infused low-code platform for integration, orchestration, automation & app development.
Jitterbit Harmony is an AI-powered integration and automation platform designed to serve as the operational backbone for modern enterprises. It unifies integration, workflow automation, API management, low-code app development, and EDI within a single ecosystem. Powered by a layered AI architecture, Harmony embeds accountable AI agents and intelligent assistants into every stage of business automation. Organizations can seamlessly connect thousands of SaaS, cloud, and on-premise applications using pre-built connectors and intuitive drag-and-drop tools. This accelerates digital transformation initiatives across industries including healthcare, manufacturing, retail, transportation, higher education, and life sciences. Harmony supports mission-critical processes such as order-to-cash, order-to-fulfillment, purchasing automation, and employee expense management. The platform also enables teams to build custom business applications quickly through its low-code App Builder environment. With enterprise-grade security and governance controls, it ensures scalable, compliant automation across complex IT landscapes. The Harmony AI Bundle enhances capabilities further by offering pre-built AI agents, AI assistants, and dedicated professional services for successful implementation. Recognized three consecutive times as #1 in G2’s Enterprise iPaaS Implementation Index, Jitterbit demonstrates strong customer satisfaction and rapid time to go-live. Trusted by global brands like CVS Health, Ericsson, Walmart, and Rolls Royce, Harmony delivers proven enterprise performance. By combining integration, automation, and AI-driven intelligence into one cohesive platform, Jitterbit Harmony empowers organizations to modernize operations with confidence and accountability.
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Workspace 365
Workspace 365
Streamline productivity, enhance communication, and optimize workflows effortlessly.
• Centralized access: Enjoy streamlined access to all essential applications, documents, and information in one place. Effortlessly link legacy systems to the cloud to boost user productivity anytime and anywhere. With a diverse selection of tools like Citrix, ClientlessRDP, Azure Virtual Desktop, Fileserver, VMware, and Liquit, we provide both flexibility and efficiency while ensuring robust security measures are in place.
• Enhanced communication: Take advantage of a multitude of features, including The Hub, integrations with SharePoint and Viva Engage, an Address Book Centre, and additional intranet capabilities. This extensive array of options not only reinforces employee connections but also fosters effective collaboration and sharing of information across the organization.
• Optimized workflows: Improve your processes by offering a consolidated view for approvals and updates. Make use of the Smart Global Search for quick and efficient querying, and use Open APIs to effortlessly integrate all your applications into a cohesive interface, thereby boosting productivity and connectivity. Our integrations with platforms like TOPdesk, OpenIMS, and Egnyte are designed to simplify the flow of information, ultimately increasing employee efficiency and satisfaction. Furthermore, these enhancements lead to a more dynamic workplace that adapts to changing needs.
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altaFlow
airSlate
Transform your documents into intelligent, automated business workflows.
altaFlow is a cutting-edge automation platform designed to streamline document-centric business processes without requiring any coding skills, integrating features such as document creation, intelligent forms, electronic signatures, and workflow automation into a unified solution. This innovative platform allows businesses to transform conventional static documents into interactive, self-executing workflows that seamlessly connect people, data, and systems across various applications, including popular CRM and ERP tools. Users benefit from a straightforward drag-and-drop interface, enabling them to craft customized workflows that automate essential tasks like contract generation, approvals, invoicing, onboarding, and quoting effortlessly. The platform's advanced document generation capabilities ensure accuracy by pulling data from linked systems, while web-based forms efficiently collect information and trigger workflows immediately upon submission. Additionally, automation bots play a crucial role in data verification, sending reminders, and facilitating the transfer of documents between different systems, which greatly reduces the need for manual interventions and accelerates overall processes. altaFlow ultimately emerges as a robust solution for companies aiming to enhance their document workflows and boost operational productivity, providing them with the tools necessary to thrive in a fast-paced business environment. As organizations increasingly seek efficiency, altaFlow becomes an essential partner in their journey toward automation and streamlined operations.
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Quickbase
Quickbase
Empower collaboration, adapt quickly, and streamline operations effortlessly.
Transforming your operations can be achieved by implementing workflows and ensuring real-time visibility, enabling your teams to adapt swiftly to change. To enhance insight and automation within intricate systems and processes, it's essential to integrate and connect data, workflows, and procedures effectively. This will allow you to quickly adjust your operations to seize new opportunities while also mitigating potential risks. Customizing workflows to align with the evolving needs of your workforce is crucial. You can develop new workflows in just days, instead of weeks, to tackle emerging challenges and support innovative work methods. Establish a connected, governed ecosystem of digital solutions designed to safeguard your most critical data and operational processes. By revolutionizing the way your data is utilized, you can empower your workforce to generate real-time insights through a cohesive platform. Unlock your team's full potential and enhance collaboration. Quickbase is now at your disposal, ready to propel your organization forward.
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Optimize your business projects with Jira Work Management, formerly known as Jira Core, which provides an all-encompassing overview of project specifics. This platform is designed to help you organize both your team and projects efficiently, beginning with a well-defined workflow that facilitates effective task monitoring. The Cloud version of Jira Work Management features boards that visually depict workflows, allowing for an effortless transition of tasks from the pending list to completion. Task management becomes more straightforward with all crucial components such as statuses, comments, and attachments centralized in one user-friendly interface. This setup keeps everyone updated on the project's details without the hassle of incessant emails or meetings. Moreover, real-time notifications prompt you when your input is necessary, simplifying the task of tracking progress and distributing workloads among team members. With Jira Work Management, you have various options for overseeing your team's projects, from brief summaries to customized dashboards, which boost overall efficiency and teamwork. Additionally, the flexibility to tailor views ensures that teams can modify the software to fit their specific workflow requirements, making it even more versatile for diverse project management tasks. Ultimately, this adaptability contributes to an environment where collaboration thrives and productivity is consistently enhanced.
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Next Matter
Next Matter
The orchestration platform for regulated financial operations
Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions.
What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace.
Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.
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Levity
Levity
Empower your workflows with effortless AI automation today!
Levity is a user-friendly, no-code platform that empowers you to develop personalized AI models, alleviating the burden of monotonous daily tasks. With Levity, you can easily train AI on various data types like documents, free text, or images without any programming skills. The platform seamlessly integrates intelligent automation into your existing workflows and connects with the tools you already utilize. Its design caters to non-technical users, enabling anyone to begin building automations in minutes without relying on developer assistance.
For those overwhelmed by repetitive tasks that traditional rule-based automation cannot solve, Levity offers a swift solution for delegating these responsibilities to AI. You can explore Levity's comprehensive library of templates tailored for frequent applications like sentiment analysis, customer support, or document classification, allowing you to start quickly. By incorporating your unique data, you can customize the AI to meet your specific requirements, while remaining involved only in more complex scenarios, enabling the AI to learn and improve over time. This innovative approach not only enhances efficiency but also fosters growth in your automated processes.
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formsflow.ai
AOT Technologies
Turn forms into workflows that finish themselves.
In formsflow.ai, submitting a form starts a process that finishes on its own. Approvals, task assignment, and decisions move forward without anyone tracking down a status update.
Teams build forms and workflows with AI help from Flow-E, drag-and-drop tools, or code, and can switch methods as a project gets more complex. The same platform works for developers, business technologists, and business users.
The engine behind it is BPMN/DMN-compliant, built for workflows and decisions that scale. It connects natively to thousands of applications and includes identity management with SSO, SAML, and OAuth2 support, or your own module if you prefer.
formsflow.ai runs as Public Cloud, Private Cloud, or self-hosted, with multi-tenancy and form bundling built in. Pricing is based on usage, not user seats. AOT Technologies, a Canadian technology company with more than a decade of enterprise software experience, builds it.