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What is WorkflowFirst?

An adaptable workflow solution created for every type of user, allowing for the efficient management and oversight of an extensive database of forms. Take charge and gain insight into the broader perspective. The flexible CRM template enables you to initiate deals, monitor deal activities, and track deal progress via a user-friendly drag-and-drop kanban board, complemented by a calendar feature for overseeing various tasks and much more! Input employee details and effortlessly send the form at the same time to HR, accounting, IT, and the office manager for further action. When a purchase request is made, it can be forwarded to a manager for assessment, giving them the power to either approve or reject the request. The platform also offers forms for HR to define employee leave benefits and for employees to file leave requests, which require management approval. With WorkflowFirst, you receive a customized forms package, a database, and workflow management software, all within a simple interface that anyone can set up without needing technical skills. Forms can be programmed to be sent automatically to one or multiple recipients or specific groups based on predetermined conditions or scripts. Moreover, the dashboard guarantees that every task is accounted for, boosting overall productivity and efficiency. This all-encompassing strategy not only streamlines operations but also encourages teams to collaborate more effectively, ultimately leading to better outcomes. By fostering a more organized and connected environment, WorkflowFirst enhances communication among team members and supports the achievement of collective goals.

What is SES Workflow Management?

Developing a strategy for moving between phases in a workflow can be done in various ways: it may necessitate complete agreement from all participants, a majority decision, or allow any single person to approve the next step. Additionally, SES’s software provides multiple features for automating this workflow. Requests can be routed automatically based on user and staff-selected fields. With the Quick Assign Rules feature, the software can efficiently manage the workflow by automatically identifying the correct workflow and assigning tasks for routine requests and staff positions. Moreover, users can set up automatic email alerts to designate who should be notified about specific issues and at which stages; for instance, the department leader might only need updates when a new issue comes up and at the final decision point, whereas the Project Manager might want notifications at all stages. These customizable settings can be established with minimal effort, usually requiring just a few clicks. Once an email notification is received, recipients can use the provided link to access the pertinent record directly, depending on their permission level, enabling them to respond promptly. This integration not only improves collaboration but also guarantees that all parties remain informed throughout the entire process, ultimately increasing efficiency and responsiveness. The ability to tailor notifications and access enhances the overall effectiveness of the workflow management system.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$99 one-time payment
Free Version
Free Trial Offered?

Pricing Information

$700.00/one-time
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RiaForm Technology

Date Founded

2004

Company Location

United States

Company Website

workflowfirst.com

Company Facts

Organization Name

SLAM Energy Software

Date Founded

2012

Company Location

United States

Company Website

www.slam-energy-software.com

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
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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