SES Workflow Management Reviews

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

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.

This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.