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What is SmartFlo?

SmartFlo adeptly navigates a virtual "Job Bag" through a specified process model, effectively connecting project and job data with the digital files being exchanged, while providing secure, role-specific access for designated team members. Furthermore, it equips enterprise IT with a Business Process Management (BPM) server that features Digital Asset Management (DAM) capabilities, which can be seamlessly integrated with a variety of enterprise systems and SaaS platforms via RESTful APIs. Built upon an open-source framework, SmartFlo employs a service-oriented architecture and is compatible with both Oracle and MySQL databases. This cutting-edge platform aims to empower organizations with a no-code solution, streamlining the digital transformation of workflows tailored to a wide range of business requirements. By automating the flow of digital files, SmartFlo fosters improved collaboration and operational efficiency in workflow management, ultimately enhancing productivity across the entire organization. Its comprehensive features ensure that teams can work more effectively together, adapting to evolving business challenges with ease.

What is Planview AdaptiveWork?

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.

Media

Media

Integrations Supported

Box
Google Drive
Jira
Jira Work Management
ManageEngine Identity Manager Plus
Microsoft Excel
Microsoft SharePoint
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
ServiceNow
Slack
Tableau
TimeJam
Wufoo
Zendesk
Ziflow
Zoom Team Chat

Integrations Supported

Box
Google Drive
Jira
Jira Work Management
ManageEngine Identity Manager Plus
Microsoft Excel
Microsoft SharePoint
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
ServiceNow
Slack
Tableau
TimeJam
Wufoo
Zendesk
Ziflow
Zoom Team Chat

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

$45.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CHALEX

Date Founded

2002

Company Location

United States

Company Website

chalex.com/smartflo/

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/adaptivework/

Categories and Features

Workflow Management

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

Categories and Features

Business Process Management

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

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

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 Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Task Management

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

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management

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

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