Let’s talk about workflows

Writing the word Workflow in the SharePoint online section of the office store, resulted 92 (!) different apps. So let’s check what we have got.

First of all why do you need the workflow? what should it be doing?

If the answer is everything well, there are the most famous in the market – Nintex workflow, they do come with a price tag. Nintex Workflow for Office 365 enjoy, I know I did when my client could afford them.

There are less expensive tools that are created to give similar functionalities such as: UMT360 Workflow Visualization, K2 blackpearl for SharePoint (never worked with them so I cannot form an opinion just mentioning).

Another great solution, is easier to implement and has several workflows built in, for almost end user to be able to configure: Infowise Smart Action Pro Infowise are very well positioned company, they have several working and user friendly solutions, I had the privilege to work with their tools and if they cater to your requirements would highly recommend.

For the rest of the tools available, I have never worked with directly, so lets divide them into categories:

  1. HR/Payroll related workflows: KasPer Pro HR with Self Service
    1. Track vacations Holiday Authorization Management, Leave Request Pro
    2. Policies confirmation SP Employee OnBoarding
    3. Expenses tracking – Expense Approval Pro , Expense Management for SMEs
  2. Specific process/occupation related workflows
    1. Clinic – medicine processes – Clinic App
    2. Budget management – Budget Workflow Manager
    3. Travel management – Travel Request System
    4. Replacing CRM – KasCur Pro CRM
    5. There are more
  3. Managing your workflows: Workflow Manager
  4. Workflows with project or project related content: Actionspace: Tasks-Projects-Workflows (SharePoint), Project Documentation
  5. Form Based workflows – (You can use Info path but this has probably less functionalities with better graphic)
    1. FlowForma – Business Process Enablement Tool
    2. TeamWorkPath

Finally, in the army we had a list workflow, set from the 3 stages workflow and some customization using SP designer on a form, to get your commander approval signature for taking a weapon from the weaponry. Later we have “upgraded” the form to infopath so the units symbol could be added. I doubt we can find something like this in the online store but it was a workflow I have created, so it is all about what, and who you actually need to support with the workflow.

(Also published on Quora)