Difference between revisions of "Process Management Tools - Tools"
From DigiAppHum
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== Simple Process Management Tools == | == Simple Process Management Tools == | ||
| − | === The most basic use-case: use what you got === | + | === The most basic use-case: use what you got or can get=== |
==== Microsoft Office and Microsoft 365 ==== | ==== Microsoft Office and Microsoft 365 ==== | ||
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Depending on your business you might have a ms office subscription. Included but not often well known are a few tools and templates that might fit your needs: | Depending on your business you might have a ms office subscription. Included but not often well known are a few tools and templates that might fit your needs: | ||
| − | * [https://www.microsoft.com/en-us/microsoft-365/planner/microsoft-planner Microsoft Planner]: A Kanban board with tasks, lanes and tags might be enough to manage simple processes, documents and tasks. There are also a [https://www.microsoft.com/en-us/microsoft-365/planner/microsoft-planner#Featured-templates variety of templates] for project management that can be adapted to your needs and integrated into teams and Outlook tasks. | + | * [https://www.microsoft.com/en-us/microsoft-365/planner/microsoft-planner '''Microsoft Planner''']: A Kanban board with tasks, lanes and tags might be enough to manage simple processes, documents and tasks. There are also a [https://www.microsoft.com/en-us/microsoft-365/planner/microsoft-planner#Featured-templates variety of templates] for project management that can be adapted to your needs and integrated into teams and Outlook tasks. |
| − | * [ Excel with Visio Plugins]: | + | * [https://support.microsoft.com/en-us/office/create-a-diagram-in-excel-with-the-visio-data-visualizer-add-in-bee3b5aa-aaaf-4401-acc6-276b711c763c '''Excel with Visio Plugins''']: While Visio is generally not included and necessitated an extra subscription, the Excel Visio Plugin still allows to build a simple process list that gets visualised by the Visio Excel plugin. If you only need simple visuals and have a lot of people proficient in Excel, this might fit your needs. Note: See that you have the rights to [https://support.microsoft.com/en-us/office/about-the-data-visualizer-add-in-for-excel-6a108d96-16e6-42c5-b547-8b09ac1119df use the Data Visualiser Plugin]. |
| + | * [https://www.microsoft.com/en-us/microsoft-365/visio/flowchart-software '''Visio''']: Love it or hate it - Visio is Microsoft's approach to flowchart making and diagramming. | ||
Revision as of 07:24, 2 October 2024
Contents
SUMMARY
A list of open and commercial process management tools from simple and open source to complex and commercial.
BIBLIOGRAPHIC INFO
Text is in English . See guides for translating content.
- Gernot Hausar
- October 2024
- See project licence.
- Internet Article
- DigiAppHum
See below. Export citation for this page.
TAGS & CATEGORIES
Process Management Tools - from simple to complex tools
Process Management Tools can make the tedious "process" of developing, negotiating, visualising and managing processes, documents and tasks so much easier. This list can help find the tools for your needs.
What do you want - and what do you need?
Different use-cases need different complexity - therefore we distinguish between 3 use-cases:
- Simple local tools, best free or low-cost with few active admins (the rest just views the finished content)
- Online tools, locally or externally hosted (best in EU for GDPR reasons), more centralisation more interaction (admins and users can participate in content editing) but more complexity and costs
- Professional commercial tools, when money and resources are plentiful
Simple Process Management Tools
The most basic use-case: use what you got or can get
Microsoft Office and Microsoft 365
Depending on your business you might have a ms office subscription. Included but not often well known are a few tools and templates that might fit your needs:
- Microsoft Planner: A Kanban board with tasks, lanes and tags might be enough to manage simple processes, documents and tasks. There are also a variety of templates for project management that can be adapted to your needs and integrated into teams and Outlook tasks.
- Excel with Visio Plugins: While Visio is generally not included and necessitated an extra subscription, the Excel Visio Plugin still allows to build a simple process list that gets visualised by the Visio Excel plugin. If you only need simple visuals and have a lot of people proficient in Excel, this might fit your needs. Note: See that you have the rights to use the Data Visualiser Plugin.
- Visio: Love it or hate it - Visio is Microsoft's approach to flowchart making and diagramming.
Further Links and Endnotes
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