Kissflow

I use Kissflow to manage workflows. It's an intuitive platform that is easy to use and update as work is completed. In addition, you can share and send workflows to different departments depending on the specific tasks that need to be completed. It is a status manager that signals when an item is overdue or requires additional work. I'd recommend Kissflow for workflow management.

• It has increased our profit margins.
• It has streamlined costs.
• It has helped with workflow management.

Salesforce CRM Analytics

Salesforce CRM Analytics, Orion Enterprise, Morningstar Advisor Workstation

We use it for PO approval and receiving items. Then sync Kissflow to our accounting software so the information could sync automatically once built out and mapped. We also use Kissflow for vendor reregistration purposes. Which then syncs the information into our account system Sage Intacct with the vendor's information including uploading the attachment (W9). Along with an approval process. This makes adding vendors across multi-state locations easy.

• the work load for end users is easy which makes engagement high
• adding a vendor across multi-state submissions into one accounting platform is easy for all users in the process
• Streamlining the approval process which keeping an audit trail is great

Stitch Labs (discontinued), NetSuite ERP, Sage Intacct and Xero

Sage Intacct, Looker, UKG Pro

We switched to Kissflow [School Cloud] for two different workflows in our school district. In just implementing one to replace another company, we saved more than 60% of the cost of the other company ($23K to $9K). It was a bit challenging to get set up but that was because we didn't have the correct point person to set it up. It has been easy after the set up. We really need to expand it and add additional district workflows, including on boarding and tracking position requests.

• Organization
• Tracking where certain requests are at any given time
• Clarity

• Positive from a cost perspective compared to previous provider

K2 Software

Alchemy, Asana, SchoolMessenger, TeamViewer, Frontline Absence Management (formerly Aesop)

• We have cut cost and canceled unnecessary purchases that were billed on a monthly basis to company credit cards, which we didn't analyze previously.
• People are held accountable for purchases made on their personal company credit cards during travel that should not have been made.
• We can investigate the purpose of purchases through a streamlined process rather than sending a mass email chain.

Microsoft Dynamics GP

• Kissflow has helped us keep careful records of costs and pricing for various products, which indirectly impacts our margin.
• Our owner had trouble with the phone app, so ultimately we stopped using Kissflow for purchase requests. There is some lost potential there.

monday.com, Asana and Basecamp

Basecamp, Slack, Mailchimp