Best workflow software - what actually works

Building Tallyfy over the past decade has provided a front-row seat to how companies buy workflow software. And how most of them fail.

Not because the software was bad. Because they picked the wrong tool entirely.

The pattern goes like this: company has process problems. Company evaluates six vendors. Company picks the one with the most impressive demo. Six months later, the software sits unused while everyone goes back to email and spreadsheets. Sound familiar?

Here’s what nobody in the workflow software industry wants to admit: most of these tools solve problems you don’t have. And the ones that could help you often get rejected because they seem “too simple.”

Let me save you the expensive education I got.

Quick comparison and what I looked for

Before diving into each tool, here’s what you actually need to know. I’ve tested most of these myself. I’m being blunt about the tradeoffs because nobody else will.

Now let me tell you what really matters.

My evaluation criteria

Running Tallyfy for over a decade has meant evaluating dozens of workflow tools and working with operations teams across many companies. Forget feature lists. Every vendor claims integrations, automation, and beautiful interfaces. Here’s what actually predicts whether workflow software works:

Will your least technical employee use it?

This matters more than anything. Companies buy sophisticated platforms that only the IT team can configure. The business users who actually need to run workflows? They go back to email. Gone. Money wasted.

The real test: can your operations manager build a workflow during a coffee break? If not, the tool is too complicated for your reality.

Does it eliminate actual work?

Good workflow software handles task routing automatically. When step 3 finishes, step 4’s owner gets notified. Reminders go out. Escalations happen. You shouldn’t need to chase people.

Bad workflow software just moves the busywork to a different screen.

Can you connect it today?

Not “on the roadmap.” Not “with professional services.” Does it connect to your CRM, your email, your document storage right now through middleware like Zapier or Make? Every vendor claims integrations. Few deliver without IT involvement.

What happens in month three?

The demo is always impressive. Month three is where reality hits. Are people still using it? Can you modify workflows yourself or does every change need a ticket? This is where most purchases fail.

The tools worth considering

I’m not going to pretend I’m neutral here. I built Tallyfy, so obviously I think it’s the best choice. But I’ll tell you exactly why - and where it falls short - so you can decide for yourself.

Tallyfy - what I spent a decade building

After watching companies struggle with overcomplicated BPM tools, I built something different. No flowcharts. No BPMN notation. No consultants required.

You describe your process as steps. Plain language. The system handles the automation.

What actually works:

The external guest feature solves a problem nobody else touches. When you need clients or vendors to complete tasks, they get one permanent link. No accounts. No passwords to forget. No “can you resend the invitation?” emails. This alone saves hours every week for companies doing client onboarding, vendor management, or any process involving external stakeholders.

AI template creation works surprisingly well. Upload an existing document or just describe what you need. The system creates a usable starting point from documents you upload or descriptions you provide. Whether converting a full procedures library takes hours or days depends on complexity, but the technology genuinely works.

The real-time tracking eliminates the “where does this stand?” meetings. You see exactly what’s waiting on whom. Bottlenecks become obvious immediately instead of hiding for weeks.

Conditional logic means the right steps appear for the right situations. Not everyone needs every step. Smart forms collect the information needed to route work properly.

Fair pricing based on your country’s economy means global teams don’t get priced out. Too many American software companies price out entire markets. That feels wrong.

Where it falls short:

I won’t pretend it’s perfect. If you need complex BPMN diagrams, process mining, or enterprise-scale orchestration, we’re not built for that. We deliberately chose simplicity over sophistication. That tradeoff isn’t right for everyone.

Implementation is fast - hours, not months - but that also means we don’t have the extensive professional services some enterprises expect. If your organization needs consultants to hold hands through a two-year implementation, we’re not structured for that.

No desktop app. Mobile works but wasn’t our primary focus. If your team works primarily from phones rather than computers, test carefully.

Reality check:

Best for companies with 50-500 employees who need to standardize operations without hiring consultants. If you’re onboarding clients, managing approvals, or ensuring compliance, it works well. If you’re orchestrating complex technical systems, look elsewhere.

Process Street - good bones, aging interface

Process Street had the right idea: workflow as checklists. Simple mental model. Easy to understand.

The problem? The execution hasn’t kept up.

What works:

The core concept is solid. Create a checklist template. Run it for each instance. Track completion. For basic SOPs and recurring procedures, this works fine. Zapier integration is decent.

What doesn’t:

Users report on G2 that conditional logic can break when updating templates. The gap between what you can do in workflows versus forms creates confusion. Honestly, the interface feels like it’s from 2018.

More complex processes with parallel tasks or multiple approval paths? It probably struggles.

Users on G2 mention that support can be slow and updates sometimes break existing workflows.

Reality check:

Good for teams that primarily need to ensure steps get completed in order. Onboarding checklists. Audit procedures. Quality control checks. Anything more sophisticated gets frustrating fast.

Kissflow - the everything platform that isn’t

Kissflow wants to be workflows, projects, cases, collaboration, and probably your coffee maker too. All in one platform.

I’m skeptical of tools that try to do everything.

The pitch:

One platform for multiple purposes. No-code forms. Workflow automation. Project tracking. They’ve got a decent marketing budget and strong presence in certain industries.

The reality:

When software tries to do everything, it does nothing exceptionally well. That’s just how it goes. Users report pricing increases after initial commitment that catch them off guard. The platform changes frequently, breaking established habits.

The “low-code” label? Sometimes requires more technical knowledge than expected. Teams frequently find that what should take days ends up taking months.

Reality check:

If your organization genuinely needs one platform for multiple purposes and you’re willing to accept mediocrity in each area, Kissflow might work. If you need excellent workflow software specifically, look elsewhere.

Pipefy - Trello for processes

Pipefy uses a card-based system similar to Trello but oriented toward processes. Familiar interface for anyone who’s used Kanban boards.

What appeals:

The visual card-based approach feels intuitive. Good template library. Simpler approval flows work fine.

What frustrates:

Templates look helpful but rarely match your actual processes exactly. You’ll spend more time customizing than you expected. In our experience working with operations teams, customization beyond templates requires developer-level knowledge.

The card-based system makes complex multi-step workflows hard to track. Mobile experience? Limited.

Reddit discussions about Pipefy suggest pricing scales steeply as you add users.

Reality check:

Teams already comfortable with Kanban-style tools who want to add basic process automation. Don’t expect it to replace a proper workflow solution for anything complex.

Tools that solve the wrong problem

Here’s where I’m going to frustrate some vendors. These are genuinely good products. They just solve a different problem than workflow automation.

Monday.com - project management excellence

I actually like Monday.com. The colorful boards are pleasant. Timeline views work well. Collaboration features are solid. It’s excellent project management software.

The problem:

Projects end. Workflows repeat. Monday.com was designed for the former.

Try using it for repeating processes and you hit walls fast. Creating new instances of the same workflow requires duplicating boards. Tracking where things stand across hundreds of running processes becomes chaos. The tool fights you because it wasn’t built for this.

Companies often spend months trying to make project management tools work for repeating workflows before realizing the category mismatch. That wasted time could have been spent automating everything in a weekend with the right tool.

The pricing also catches people off guard. What looks affordable for a small team scales steeply as you add users. The automation features that would help with workflows often require higher tiers.

Genuinely good for projects:

Fair credit where it’s due. For actual project management - marketing campaigns, product launches, construction projects, event planning - Monday.com works beautifully. The visual interface makes status obvious. The timeline features help manage dependencies. Collaboration is genuinely good.

Use it for:

Anything with a start date, end date, and unique milestones. Projects that don’t repeat in the same form.

Avoid it for:

Employee onboarding. Invoice processing. Client requests. Compliance procedures. Anything you do the same way repeatedly. That’s not project management - that’s workflow automation, and you probably need different tools.

Asana - task management done right

Clean interface. Well-designed product. Helps teams track tasks and collaborate on projects.

Not workflow software.

Asana tracks tasks. It doesn’t automate sequences. When someone finishes their task, you still need to manually assign the next one. You still send the reminders. You still check status manually.

For workflow software, the system handles task routing automatically. Asana requires you to do that work.

Use it for:

Team task management. Goal tracking. Project coordination.

Avoid it for:

Processes where tasks should automatically flow from person to person without manual intervention.

ClickUp - feature explosion

ClickUp has absorbed nearly every productivity feature imaginable. Tasks. Docs. Goals. Time tracking. Whiteboards. Chat. Mind maps. Database. Form builder. Automation. And probably more by the time you read this.

It’s genuinely impressive how much they’ve built.

Also genuinely overwhelming.

Complexity kills adoption. ClickUp’s endless features create endless configuration. Teams spend weeks setting it up, then struggle to remember how their custom setup works. Some organizations hire dedicated ClickUp administrators just to maintain their configuration.

For workflow software, simplicity wins. The tool should fade into the background while work flows. ClickUp demands attention.

The feature bloat problem:

More isn’t always better. When your operations team needs to run a client onboarding process, they don’t want to navigate 47 menu options first. They want to click “start” and have things happen.

The constant updates create their own problems. Features move. Interfaces change. What worked last month might work differently this month. That’s exciting for power users. Frustrating for everyone else.

Some Reddit threads describe spending months customizing ClickUp only to find the automations don’t quite work as expected for repeating processes.

Use it for:

Teams that genuinely need all-in-one functionality and have the patience to configure it properly. Technical teams who enjoy customization. Organizations with dedicated administrators.

Avoid it for:

Teams that want to start automating workflows this week, not this quarter. Business users who just want things to work. Companies without someone to own ongoing ClickUp configuration.

Wrike - enterprise muscle

Wrike serves large enterprises with complex project portfolios. Extensive feature set. Deep customization. Impressive capabilities.

Also impressive complexity.

Implementation typically requires consultants or dedicated administrators. For most workflow automation needs, this is bringing a tank to a knife fight.

Reality check:

If you have a dedicated administrator, enterprise budget, and patience for a months-long implementation, Wrike might work. If you’re a mid-market company that needs workflow automation without a six-month project, look elsewhere.

Smartsheet - spreadsheets evolved

Some people love spreadsheets. Really love them. Smartsheet gives them workflow-like features without leaving the familiar grid.

The trap:

You end up with sophisticated spreadsheets rather than proper workflow automation. The mental model is still cells and formulas. Works for certain use cases. Creates maintenance nightmares for others.

Trello - beautiful simplicity

Trello is wonderful for what it is: simple Kanban boards. Easy to learn. Pleasant to use. Free tier is generous.

Not workflow software.

No automation. No conditional logic. No task routing. It’s a nice board, nothing more. That’s it. Fine for personal task tracking. Inadequate for business process automation.

Enterprise platforms

These tools exist for a reason. Large organizations with dedicated process teams, substantial budgets, and long implementation timelines need serious platforms.

Most companies reading this aren’t that.

Nintex - SharePoint’s complicated friend

Nintex emerged from the SharePoint ecosystem. If your organization runs on Microsoft infrastructure and has the budget, it’s capable software.

The reality:

Six-figure implementations are common. You’ll need dedicated administrators. ROI takes years to materialize - if the project survives that long.

G2 reviews mention steep learning curves and complex licensing. One reviewer said they spent 18 months in implementation before seeing meaningful results.

Who should consider it:

Large enterprises with existing Microsoft infrastructure, dedicated IT teams, and patience for long implementations. Companies that genuinely need enterprise-scale process automation.

Who shouldn’t:

If you’re reading this article to choose workflow software for a mid-market company, Nintex probably isn’t for you. The complexity-to-value ratio only makes sense at genuine enterprise scale.

Power Automate - the “free” trap

Power Automate comes bundled with Microsoft 365. It’s right there. It’s “free.”

It’s not free.

The interface was designed by engineers for engineers. Simple workflows become complex flowcharts. Error messages require Google searches to understand. Business users can’t realistically build workflows themselves.

The real costs: IT administration time. Training programs. Productivity lost to a complicated interface. Every automation request becomes an IT ticket.

Who it works for:

Organizations with dedicated IT teams who can build and maintain automations for business users. Companies already deep in the Microsoft ecosystem who want to automate specific technical tasks.

Who it frustrates:

Business users who expected “self-service” automation. Operations teams without coding skills. Anyone who thought “included with M365” meant “easy to use.”

ServiceNow - the IT service desk that spread

ServiceNow started as IT service management. Then it expanded. Now it’s positioned as enterprise workflow automation.

The ITSM roots still show. The platform thinks in tickets and incidents. That mental model doesn’t always translate to business process thinking.

Works for:

Organizations already using ServiceNow for IT operations who want to extend workflow automation to other departments. Companies with dedicated ServiceNow administrators.

Struggles for:

Business processes that don’t fit the ticket model. Organizations without existing ServiceNow investment. Mid-market companies.

Appian - the real enterprise platform

I’ll give Appian credit: it’s genuine enterprise software. The AI capabilities are real, not marketing. The platform handles complex scenarios that simpler tools can’t.

Also genuinely complex.

Pricing is enterprise-scale. Implementation requires their professional services or certified partners. The “low-code” label still assumes technical users.

Mid-market companies rarely have the resources to implement successfully.

Integration tools

These tools connect things. They’re useful. They’re not workflow software.

Zapier - the connector king

Zapier connects apps. When something happens in one tool, trigger an action in another. Extremely useful for integration.

Not workflow software.

No task assignment. No deadline tracking. No approval routing. No process visibility. Zapier moves data between systems. That’s valuable but different.

Use it to:

Enhance your actual workflow software. Connect your CRM to your email. Sync data between tools.

Don’t use it as:

Your primary workflow solution. It doesn’t manage processes - it just connects the tools that do.

n8n - for the technical crowd

Open source automation. Self-hostable. Powerful if you have developers.

The catch:

You need developers. Business users can not configure this. Fine for technical teams building integrations. Not a solution for operations teams managing business processes.

For developers who want depth: We have written a comprehensive n8n guide covering pricing advantages over Make.com, debugging pitfalls that waste hours, AI agent configuration, and compliance considerations. If your team has developers, Zapier and Make are leaving money on the table - n8n charges per workflow execution, not per operation.

ProcessMaker - open source option

Both open source and commercial versions. BPMN support. Self-hosted option.

The gap:

Open source requires technical capability to implement and maintain. The commercial version competes at enterprise pricing. The distance between free functionality and enterprise features is significant. That’s the rub.

Flokzu - regional player

Solid workflow tool. Strong in Spanish-speaking markets. Reasonable pricing.

Limited reach:

Smaller ecosystem. Fewer integrations. Less community support. Fine if it fits your needs, but the alternatives have larger communities.

The total cost reality

Software pricing is just the beginning. The total cost of workflow software includes:

Is the status quo free?

Implementation time - Enterprise tools take months. Modern cloud tools take days. Those months have real costs in employee time, delayed benefits, and consultant fees.

Training - Complex tools require training programs. Simple tools require documentation and maybe a webinar. The difference is significant.

Administration - Some tools need dedicated administrators. Others run themselves. Factor in partial or full FTE costs for ongoing management.

Change management - Every process modification in complex systems requires skilled resources. In simple systems, business users handle changes themselves.

Opportunity cost - The benefits you’re not getting during a 12-month implementation add up. A tool that works in two weeks delivers 10 months more value in the first year.

When comparing a $20/user “simple” tool against a $15/user “enterprise” tool, the enterprise tool often costs 3-5x more when you factor in everything else.

Calculate real implementation costs before comparing sticker prices.

How to actually pick

Forget feature comparisons. Answer these questions:

Question one: repeating or one-time?

Do you need to track the same process happening over and over (employee onboarding, invoice approval, client requests)? That’s workflow software territory.

Do you need to manage unique projects with their own milestones (product launch, marketing campaign, construction project)? That’s project management.

Get this wrong and you’ll waste months trying to force a tool to do something it wasn’t designed for.

Question two: who’s building the workflows?

If IT builds everything and business users just use it: enterprise tools can work.

If business users need to create and modify workflows themselves: complexity kills you. Test this during trials. Can your operations manager build a real workflow in 30 minutes? If not, adoption will fail.

Question three: internal or external?

Do workflows only involve employees? Most tools handle this fine.

Do workflows involve clients, vendors, or external stakeholders? Many tools fail here. Asking external parties to create accounts, remember passwords, and navigate your internal system creates friction that kills adoption.

This is exactly why we built the one-link approach in Tallyfy. External guests get a single permanent link. No accounts. No passwords. No excuses.

Question four: timeline?

Need workflows running this week? Choose simple, cloud-based tools.

Can you wait 6-12 months? Enterprise platforms become feasible.

Match your timeline to reality. Aggressive project timelines kill workflow implementations just like they kill software projects.

Red flags during evaluation

After watching hundreds of workflow software purchases, certain warning signs predict failure:

You’ll need our professional services to implement

Translation: the software is too complicated for your team. If vendors assume you need paid consultants before you’ve even started, imagine what happens after purchase. Every change becomes a budget request. Every modification requires external help.

The consultant dependency is real. Some organizations spend more on implementation partners than on the software itself. Then those consultants leave, and nobody internal understands what was built. The next round of changes requires hiring consultants again. This cycle repeats for years.

Some enterprises genuinely need professional services. Most mid-market companies don’t, and shouldn’t accept tools that require them.

Features that exist only in demos

Ask to see real customer implementations. Not curated case studies - actual screenshots of how customers use the product. The demo instance is always perfect. Customer instances reveal the reality.

I’ve seen vendors demonstrate features that technically exist but no customer actually uses because they’re too complicated to configure.

Pricing that requires a “custom quote”

Opacity usually hides unpleasant surprises. If a vendor won’t publish pricing, they’re either embarrassed by it or planning to charge whatever they think you’ll pay.

Simple, transparent pricing correlates with simple, transparent software. It’s not a perfect rule but it’s held true more often than not.

Three-year contracts

Why would a confident vendor need to lock you in? Good software retains customers through value, not legal obligation.

Be especially skeptical of discounts offered only with multi-year commitments. They’re betting you’ll be stuck paying for something you’ve stopped using.

Our customers don’t need support

Every complex implementation needs support eventually. If a vendor implies their software is so perfect that customers never need help, they’re either lying or under-invested in support.

What matters: how fast does support respond? Do you get actual help or scripted responses? Can you talk to someone who understands your implementation?

The IT gatekeeper requirement

If business users can’t configure workflows themselves, adoption suffers. Test this during evaluation. Can your operations manager build a real workflow without IT involvement?

Tools that require IT for every change create bottlenecks that defeat the purpose of workflow automation.

The adoption trap

Here’s what nobody wants to talk about: most workflow software implementations fail.

Not because the technology is bad. People just don’t use it.

The pattern repeats constantly:

A company buys sophisticated workflow software. IT spends months configuring it. Training sessions happen. Business users find it too complicated. They go back to email and spreadsheets. The software sits unused. The company blames the vendor and considers starting over.

The solution isn’t better training. It’s simpler tools.

Simple tools used daily beat powerful tools ignored.

When evaluating workflow software, test with your most skeptical employee. If they won’t use it during the trial, they won’t use it after purchase. No amount of management pressure changes this.

Companies try everything to force adoption. Mandatory usage policies. Removing access to email. Gamification. Nothing works when the fundamental tool is too complicated for the people who need to use it.

The complexity cascade

It starts innocently. You buy sophisticated software because you might need those advanced features someday. To justify the purchase, you try to use all the features. Configuration becomes complex. Training takes longer. Users get confused. Workarounds emerge. The workarounds break. More training happens. Some users give up. Others find ways around the system.

By month six, you’re managing the workflow software more than managing actual workflows.

The antidote is boring but works: pick tools that do less, but do it simply. Expand later if you genuinely need more capability.

What success actually looks like

When workflow software works, you notice the absence of problems more than the presence of features.

The status meeting disappears

Nobody asks “where does this stand?” because everyone can see status in real-time. I think that’s the biggest win. No more Monday morning check-ins just to discover what happened over the weekend. No more chasing people for updates.

Exceptions become visible

That client request stuck in approvals for two weeks? The system flags it automatically. Bottlenecks surface before they become crises. You manage by exception rather than managing everything.

Onboarding accelerates

New employees follow existing workflows instead of learning through tribal knowledge. The process exists in the system, not in someone’s head. They contribute faster. Knowledge doesn’t walk out the door when people leave.

Clients notice

External stakeholders experience consistency. Every client gets the same professional process. Deliverables arrive predictably. Communication happens at the right moments. They don’t know it’s automated. They just know your company has its act together.

You stop building spreadsheets

The monthly “where does everything stand” spreadsheet that someone manually updates? Gone. The tracker someone invented because the real system was too complicated? Unnecessary. The system becomes the system, not a layer on top of it.

None of this requires heroic effort

Good workflow software fades into the background. People do their work. The system handles routing and tracking. Nobody thinks about the software. They just think about the work.

That’s what success looks like. Not impressive demos. Not sophisticated features. Quiet productivity where processes just work.

What buyers really worry about

After watching hundreds of workflow software evaluations, the real concerns aren’t what vendors think:

Will my team actually use this?

More important than any feature. Test with real employees doing real work during trials.

How fast can we see results?

First workflow running in hours matters more than six-month implementation plans. Quick wins build momentum.

What happens when something breaks?

Free support that answers quickly beats premium support packages you pay extra for.

Will it cost more next year?

Watch for pricing that scales steeply as you add users. Some vendors offer low entry pricing then increase aggressively once you’re locked in.

Frequently asked questions

What’s the difference between workflow software and project management?

Workflow software automates repeating business processes - the same sequence of steps executed multiple times with different data. Employee onboarding. Invoice processing. Client requests. You do these the same way every time.

Project management software tracks one-time initiatives with unique milestones and end dates. Building a product. Launching a campaign. Planning an event. These are unique.

Using project management for workflows forces you to duplicate boards or templates for each instance. It works but creates administrative chaos. Using workflow software for projects means lacking the timeline and milestone features projects need.

Different tools for different jobs. Understanding this distinction prevents the most common software selection mistake.

How much should workflow software cost?

Modern cloud-based tools typically cost $10-50 per user per month. That’s reasonable for what you get.

Enterprise BPM systems cost six figures for implementation plus ongoing licensing. That’s only justified at genuine enterprise scale with dedicated process teams.

The hidden cost is implementation. A $20/user tool your team uses immediately delivers more value than a $10/user tool that requires months of configuration and training.

Watch for: pricing that explodes as you add users, mandatory professional services, separate charges for features that should be standard.

Can business users really build workflows without IT?

With modern no-code tools, yes. That’s the whole point.

The test: can your operations manager create a working workflow during a trial without asking IT for help? If yes, you’ve found a tool that matches your reality. If no, you’ll end up with IT as a bottleneck for every change.

Legacy BPM systems require IT involvement. Modern workflow software shouldn’t.

What’s the biggest mistake in choosing workflow software?

Buying complexity you can’t implement.

Companies see impressive demos, imagine the possibilities, and purchase sophisticated platforms. Then reality hits. Configuration takes months. Training is extensive. Business users find it overwhelming.

The solution: start simpler than you think you need. Expand from there.

A tool that handles 80% of your needs with 20% of the complexity beats a tool that handles 100% of your needs but gets implemented by 10% of your team.

How long until we see results?

With modern cloud workflow tools: first workflow running in hours or days. Meaningful improvement within weeks.

With enterprise platforms: initial deployment in months. First significant value in 6-12 months. Full implementation might take years.

Match your expectations to your choice. If you bought enterprise software expecting quick wins, you’ll be disappointed. If you bought simple tools expecting enterprise sophistication, same problem.

Can workflow software integrate with our existing tools?

Good ones do, through middleware platforms like Zapier or Make.

The question isn’t whether integration is possible. It’s whether integration works without IT involvement.

Ask vendors: “Can a business user configure an integration with our CRM?” If the answer involves developers, tickets, or professional services, the integration isn’t really self-service.

What’s the implementation timeline for workflow software?

Modern cloud tools: first workflow running in hours. Meaningful results within weeks.

Traditional BPM platforms: three to six months for initial deployment. A year or more for enterprise-wide implementation.

The gap exists because enterprise tools require configuration, customization, training programs, and organizational change management. Simple tools just work out of the box.

If a vendor talks about “phases” measured in quarters, you’re looking at enterprise software. If they measure implementation in days, you’re looking at modern cloud tools. Choose based on your actual timeline and capacity.

Should we start with free workflow tools?

Free tools serve a purpose. Trello’s free tier is fine for personal task boards. Notion’s free version handles basic documentation.

For business workflow automation, free usually means limited. Limited users. Limited workflows. Limited features. You’ll outgrow free tiers quickly if you’re serious about automating processes.

The real question: what’s the cost of the problem you’re solving? If inefficient workflows cost you 10 hours per week across your team, paying for proper software returns multiples of the investment.

Free trials matter more than free tiers. Use them aggressively. Build real workflows. Test with actual employees. Then decide.

How do we get employees to actually use workflow software?

Pick simpler tools. Seriously. The number one adoption killer is complexity. Always has been.

Beyond that:

Start with one process that causes obvious pain. Automate that first. Show the win. Expand from there.

Involve the people who’ll use it in selection. If they pick the tool, they’re more likely to use it.

Don’t over-engineer initial workflows. Start simple. Add sophistication only when you need it.

Kill the alternatives. If email approvals still work, people will use email. Make the new system the only path.

Celebrate early wins publicly. Recognition drives behavior.

What happens when we need to change processes?

This matters more than people realize during evaluation.

Good workflow software: you modify the template, running instances continue unaffected, new instances use the updated version.

Bad workflow software: changes require IT involvement, modifications break running instances, versioning creates confusion.

Test this during trials. Create a workflow. Run a few instances. Modify the original template. See what happens to running instances.

Business processes change constantly. Your software needs to handle that gracefully.

How do we handle processes involving external people?

Most workflow software assumes everyone has an account. That assumption breaks for client-facing processes.

Requiring external stakeholders to create accounts creates friction. Passwords get forgotten. Invitations expire. “I never got the email” becomes a daily occurrence.

Look for tools that handle external participants without account requirements. Tallyfy’s guest links work this way - one permanent URL that doesn’t expire, no password needed.

If your workflows frequently involve clients, vendors, or contractors, this becomes a critical evaluation criterion.

What security features should workflow software have?

Basic requirements: SOC 2 compliance, data encryption, role-based access controls. These should be standard.

Beyond basics, consider:

Audit trails - Can you see who did what and when? Critical for compliance-driven processes.

SSO integration - Single sign-on reduces password fatigue and security risks. Most enterprise tools support it. Some charge extra.

Data residency - Where does your data live? Matters for regulated industries or international operations.

Permissions granularity - Can you control who sees which workflows? Who can create versus who can only run?

Don’t accept vague security claims. Ask for compliance certifications. Review security documentation. Check Tallyfy’s security measures as an example of what transparency looks like.

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